Delivering for Best-in-Class Wholesaler-Distributors

April 28-29, 2020 at the Hilton O’Hare in Chicago

Add to Calendar 20200428T143000Z 20200429T143000Z America/New York NAW Large Company CFO Roundtable, Spring 2020
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We are currently in the process of finalizing our Spring 2020 program. Please check back for updates. Please contact Tara Mostatab at if you have any questions.

The NAW Large Company CFO Roundtable for direct members was created as a new mechanism for the financial executive of large distribution enterprises to network with non-competing peers in multiple lines of trade on key finance issues.

This by invitation roundtable is composed of executives from large companies that meet in Chicago two times per year and is highly interactive. The annual fee is $1,500 per member, which covers meeting costs for two events in a twelve month cycle. Participants are expected to cover the cost of their hotel and travel. Once the annual fee is paid, there are no additional fees to attend the meetings, which will last one day beginning with a reception and dinner the evening before.

The participating companies can also name a senior level alternate who can take the place of the finance executive, should that person be unable to attend the scheduled meeting.

If you would like to learn more please contact Tara Mostatab at 202.263.4080 or

Eligibility: Companies with $100M to $1B in annual revenue
The NAW Large Company Roundtable is the only opportunity that provides networking and benchmarking exclusively with other top executives of non competing, like-sized Wholesale-Distribution companies.

NAW Large Company CFO Roundtable Agenda

Day 1 - April 28, 2020

2:30 PM – 3:00 PM

3:00 PM – 4:30 PM

Opening Session & Discussion

What to Expect for the US Economy in 2020 and Beyond?

Taylor St. Germain, Speaker and Analyst, ITR Economics

The last two years have provided for many headlines, but did those headlines help or hinder your business? Presidential politics are fascinating, and we will explore the likely impact, if any, on the near-term economy and what potential election outcomes may mean to our forecast and to your world. Our job will be to determine the best course of action for the most important part of the economy – you and your business. We will:


  1. Look at a system of leading indicators proven to signal cyclical turns in the economy
  2. Discuss the sectors of the economy that will provide the best opportunities for the next business cycle decline
  3. Assess interest rate and other financial market trends
  4. Consider your 3, 5, and 7-year planning needs and talk about the 2020s and how you should prepare for challenges and opportunities


Taylor St. Germain is an economic analyst at ITR Economics, providing consulting services for small businesses, trade associations, and Fortune 500 companies across a spectrum of industries. Taylor’s refreshing personality and aptitude for helping businesses capitalize on economic trends are always a hit.

Before joining the Executive Vantage Point™ team at ITR Economics, Taylor graduated from the University of Vermont with a major in statistics and a double minor in mathematics and political science. He is an asset not only to his EVP team but to ITR Economics as a whole!

4:30 PM – 6:00 PM

6:00 PM – 7:00 PM
Reception – Drinks & Dialogue

Come prepared to meet and mingle with your fellow participants from the largest firms in the industry.

7:00 PM – 9:30 PM
Large Company Executive Dinner

Government Relations Update

Blake Adami
Vice President–Government Relations, NAW

Make sure to reserve your seat for the most exclusive executive supper club in Chicago this evening! This dinner is your opportunity to pick the brains of the senior executives for the top wholesale distribution companies in the industry.

Blake Adami, Vice President – Government Relations, will be joining us as our dinner speaker this year. Blake will share his insights on what the heck is going on in Washington, whether anything will actually get done this year, and how NAW is working with Congress and the regulatory agencies, to benefit the entire $6.01 trillion wholesale distribution industry.

Day 2 - April 29, 2020

7:00 AM – 7:45 AM

8:00 AM – 9:30 AM
Opening Session & Discussion

Credit Card Convenience Fees vs. Surcharges






Madeline Long, Vice President of Enterprise Solutions, Unified Payments Group

Siobhan Cooper, Director of Enterprise Solutions, Unified Payments Group

The complex set of rules for how businesses apply “convenience fees” was created by Visa, Mastercard, Discover, and American Express. Maintaining compliance can be an administrative nightmare because each card brand’s rules differ from – and even conflict with – the rules of other card brands. Some allow convenience fees for online purchases only, while others allow fees for only certain types of goods or services. Credit Card Surcharges, however, are governed by Federal and State rules and have consistent requirements across all card brands, points-of-sale, and products purchased. Join us in this session and you will gain the insight to:

  • Understand how convenience fees and surcharges differ.
  • Select the right “fee” type to protect margins, increase sales and expand your customer base.
  • Systematically automate compliance to Federal, State and card brand rules with technology.
  • Make informed decisions to best incorporate a strategy into your AR workflow.


As VP of Enterprise Solutions, Madeline oversees all enterprise sales and revenue generating activity. Additionally, she leads Go-to-Market Product Initiatives, Pricing Strategy and has oversight of partnerships. Her strengths in strategic planning are evidenced by her success in launching one of the largest strategic Financial Institution partnerships.

As Director of Enterprise Solutions, Siobhan oversees enterprise sales and helps to establish and leverage best practices and standards for the enterprise sales team. With more than ten years experience in the payment industry, her focus is to ensure critical projects for clients and partners are delivered and implemented successfully.


9:30 AM – 9:45 AM

9:45 AM – 11:00 AM
General Session & Discussion

How Customer Stratification Can Increase Your Profitability 

F. Barry Lawrence,  Director of the Industrial Distribution Program & Founder of the Global Supply Chain Laboratory, Texas A&M University

At this session, you’ll hear from leading experts on how customer stratification can increase your profitability. You’ll not only walk away with best practices but you’ll also walk with with actional items that you can take back to your company and implement right away.


Barry is Director of the Industrial Distribution Program and Founder of the Global Supply Chain Laboratory at Texas A&M University. He is a Fellow of the NAW Institute for Distribution Excellence, and an author of nine books on distributor competitiveness. Barry serves as an advisor to the distribution industry on profitability and supply chain management. He is a frequent speaker for distribution associations, buying groups, and companies on a wide range of supply chain topics.

1:00 AM – 12:00 PM
Open Discussion

This session is set aside for you to raise any issue you would like and have the group provide their thoughts. This is an open forum to further discuss any item on the agenda or to bring up topics that are not on the agenda. Make sure to take notes during this session; you may find a perfect topic to suggest for the next NAW Roundtable.

12:00 PM – 12:45 PM
Joint Lunch & Networking Discussion with Operations Roundtable

This is the “halftime” period where you meet up with all of the Large Company senior executives at this week’s Roundtable to compare ideas and benchmark across disciplines. Both the CFO and Operations executives will attend this joint lunch.

1:00 PM – 2:00 PM
Closing Session & Discussion

How will Artificial Intelligence Transform the Finance Industry? 

Chris Stephenson, Principal, Grant Thornton

Experts claim that AI is the next big thing that will transform the finance industry. Many distribution companies are already using AI to streamline process and help with fraud detection. At this session, you’ll learn where else AI can transform finance and how you can implement AI into your company. You’ll also hear how your CFO peers are using AI in their business.


Chris Stephenson, an entrepreneur and consultant with over 20 years of experience, is the National Managing Principal of Grant Thornton’s Financial Management practice. Recognized for demonstrating a natural aptitude for leading integrations, acquisitions and technological implementations, Chris has a history of contributing to company growth and expansion throughout his career. Professional focal points include: sales, operations, finance, shared service design, system design and integration, business process outsourcing, negotiation, cross-functional team leadership, complex problem-solving, client relationship management, and project management.

Functional Experience: Finance Transformation, Cost & Performance Improvement, Finance Operations, Shared Service Design, Project Management, Change Management, Marketing, Product Strategy, Corporate Recovery, Financial & Tax Strategy, Business Valuation, Due Diligence, Business Intelligence, Strategic Planning, M&A, Post Merger Integration, ERP Financial Systems.

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled November 4-5, 2020

2:30 PM

The following wholesale distribution companies registered for the Spring 2020 Large Company CFO Roundtable:

  • Field Fastener
  • IPS Packaging
  • Kennicott Brothers
  • nexAir
  • Plumbing Distributors
  • Turtle & Hughes
  • W & O Supply
  • Womack Machine Supply Co

NAW Large Company CFO Roundtable Members

  • Allied Electronics
  • Coastal Construction Products
  • COE Distributing
  • Electric Supply Inc
  • Field Fastener
  • First Supply LLC
  • Grabber Construction Products
  • Highline Aftermarket
  • H I S C O
  • IPS Packaging
  • Kennicott Brothers
  • Kimball Midwest
  • Lawson Products Inc
  • nexAir
  • P A C E Inc
  • Palmer Donavin Mfg Co (The)
  • Piedmont Plastics Inc
  • Plumbing Distributors
  • RelaDyne
  • Setpoint Integrated Solutions
  • Turtle & Hughes Inc
  • Winzer Corp
  • W & O Supply
  • Womack Machine Supply Co

The following wholesale distribution companies have attended previous Large Company CFO Roundtables:

  • Allied Electronics
  • Benco Dental
  • Blevins
  • BMD, Inc
  • Boelter Companies
  • Coastal Construction Products
  • Cope Plastics
  • Curbell Plastics
  • Distribution Management Inc
  • Dominion Electric Supply
  • Field Fastener
  • First Supply
  • Grabber Construction Products Inc
  • Gustave A Larson Co.
  • Highline Aftermarket
  • Hirsch Pipe & Supply
  • H I S C O
  • Horner Xpress
  • Hub Construction Specialties
  • I S C O Industries, LLC
  • Kimball Midwest
  • L&R Distributors
  • Laird Plastics
  • Lancaster/The Merit Distribution
  • Lawson Products
  • Lipsey’s, LLC
  • Martin Inc
  • nexAir
  • NMC Inc
  • Omni Cable
  • P A C E, Inc.
  • Pacesetter
  • Palmer Donavin Mfg Co., (The)
  • Pacific Seafood Group
  • Parksite Inc
  • Piedmont Plastics
  • Plumbing Distributors Inc
  • Reeb Millwork
  • RJ Schinner
  • RelaDyne LLC
  • Roberts Oxygen Co Inc
  • Summit Electric Supply
  • T&A Supply Company
  • Tri West, Ltd.
  • United Pipe & Steel
  • US Lumber Group
  • Winzer Corp
  • Womack Machine Supply Co

Meeting Location:
Chicago Hilton O’Hare
10000 W O’Hare Ave.               Click Here to Book Your Room
Chicago, IL 60666
(773) 686-8000

Hilton Central Reservations – 877 865 5322


Please be vigilant if approached by any company or service that implies or claims to be an official housing provider for the National Association of Wholesaler-Distributors (NAW). We have been made aware of other housing companies or travel agencies that may be aggressively pursuing you, or your company, to book your guest rooms through their company, using your credit card information, at supposedly significant discounts. The only way to book your rooms with security for NAW Roundtables is to use the channels provided on our website. If you are contacted by one of these pirate companies, please contact NAW staff immediately.