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 tmostatab@naw.org 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 tmostatab@naw.org.

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
Registration

3:00 PM – 4:30 PM

Opening Session & Discussion

Economic Update

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:

Takeaways:

  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

ABOUT THE SPEAKER

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
Break

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

Day 2 - April 29, 2020

7:00 AM – 7:45 AM
Breakfast

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

Artifical Intelligence in the World of Finance

9:30 AM – 9:45 AM
Break

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

Customer Stratification 

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

What to Do about Credit Card Convenience Fees? 

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

2:30 PM
Adjourn

The following wholesale distribution companies registered for the Fall 2019 Large Company CFO Roundtable:

  • Allied Electronics
  • Coastal Construction Products
  • COE Distributing
  • Electric Supply Inc.
  • Field Fastener
  • First Supply LLC
  • Highline Aftermarket
  • IPS Packaging
  • Kimball Midwest
  • Lawson Products
  • Palmer Donavin
  • Setpoint Integrated Solutions

NAW Large Company CFO Roundtable Members

  • All Tile Inc
  • Allied Electronics
  • Allied Wire & Cable
  • Benco Dental Co
  • Coastal Construction Products
  • Electric Supply Inc
  • Field Fastener
  • First Supply LLC
  • Grabber Construction Products
  • Highline Aftermarket
  • H I S C O
  • IPS Packaging
  • ISCO Industries
  • Kennicott Brothers
  • Kimball Midwest
  • Lawson Products Inc
  • National Tube Supply Co
  • Omni Cable Corporation
  • P A C E Inc
  • Palmer Donavin Mfg Co (The)
  • Piedmont Plastics Inc
  • Plumbing Distributors
  • Polymershapes
  • RJ Shinner Co Inc
  • RelaDyne
  • Roberts Oxygen Co
  • Tri West Ltd
  • US Lumber Group
  • Winzer Corp
  • 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
  • SYSCOM/EPCOM
  • 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

BEWARE OF UNAUTHORIZED HOUSING VENDORS

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.

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