Delivering for Best-in-Class Wholesaler-Distributors

Add to Calendar 20200521T133000Z 20200521T170000Z America/New York NAW Large Company CFO Virtual Roundtable, Spring 2020 - May 21
Event Link
false MM/DD/YYYY
Register Today

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

May 21, 2020

1:30 PM – 1:40 PM

1:40 PM – 2:20 PM

Opening Session & Discussion

Looking Past the Fear and the Noise: 2020-2022 

Taylor St. Germain, Speaker and Analyst, ITR Economics

Never has it been more critical for company leaders and key decision makers to have a clear, impartial, and data-driven perspective of how factors such as COVID-19 and oil price volatility will impact our economic future, and what they should be thinking about in preparation for that future. ITR Economics will help you see what the future holds as you move through the depths of this black swan period and seek the resumption of something approaching normal.

Key Takeaways:

  • Examine the probable timeline for when the economy can move past first the COVID-19 black swan and then the oil price black swan.
  • Present the outlook for the market segments most important to your industry.
  • Assess interest rate and stock market trends for the purpose of understanding what they mean for our businesses.


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!

2:20 PM – 2:30 PM

2:30 PM – 3:10 PM

General Session & Discussion

Mitigating Credit Risk in a Recession: Can Trade Credit Insurance Play a Role?

Marc Wagman, Managing Director, Trade Credit and Political Risk, Gallagher

Amidst the most severe economic contraction since the Great Depression, credit insurers in the United States and the United Kingdom have been presented with an avalanche of deal flow.  Is all of that new business doable?  What do underwriters really have an appetite for in these troubled times?   What are the industry sectors where capacity is even available?  What does the claims activity and credit default picture look like?   Expect these answers and more in a spirited discussion led by Gallagher’s US credit and political risk practice leader Marc Wagman as he walks us through an overview of the market for trade credit insurance and the current underwriting environment.   Senior finance executives in the wholesale/distribution space should walk away from this conversation with a much clearer picture of how credit insurance may be able to help their companies transfer credit risk and also use this type of coverage as a means for growing their top lines and financing their working capital more efficiently.

3:10 PM – 3:20 PM


3:20 PM – 4:00 PM
General Session & Discussion

Cash flow management and alternative payment collection paths for customer and vendor receivables in these times given the pandemic






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

Keith Carman, VP of Sales, Unified Payments Group

Discussion of Non Cash Electronic Payment Options for You and Your Customers.


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.

4:00 PM – 5:00 PM

Open Discussion
This is also 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 scheduled for November 4-5, 2020.

5:00 PM

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

  • Coastal Construction Products
  • Continental Batteries
  • Field Fastener
  • First Supply
  • 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.