Delivering for Best-in-Class Wholesaler-Distributors

Registration will open in early 2018.

We are currently in the process of finalizing our Spring 2018 program. Please check back in a few months for updates. Please contact Tara Mostatab at tmostatab@naw.org if you have any questions.

May 1-2, 2018 at the O’Hare Hilton

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“The ability to exchange ideas openly and honestly in a non-competitive environment is one of the reasons I look forward to attend NAW’s Large Company CFO Roundtable. I always leave these meetings with new ideas to improve our business. The group is relatively small which encourages participation from everyone in attendance.”

Anonymously Submitted by the VP of Finance of a $550 Million Distributor

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 operations 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 John Peter or Adam Isenberg at 202.872.0885.

*For further details about sponsoring this Roundtable, contact Adam Isenberg at aisenberg@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 Preliminary Agenda

Day 1 - May 1, 2018

2:30 PM – 3:00 PM
Registration

3:00 PM – 4:30 PM
Opening Session & Discussion

Amazon – Where Are They Going?

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

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.

Day 2 - May 2, 2018

7:00 AM – 7:45 AM
Breakfast

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

Analyzing Credit Card Fees

9:30 AM – 9:45 AM
Break

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

Customer Facing Payment Options

11:00 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

Tax Planning Opportunities

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for November 6-7, 2018

2:30 PM
Adjourn

NAW Large Company CFO Roundtable Participants, Fall 2017

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

  • Benco Dental
  • Blevins
  • BMD, Inc
  • Boelter Companies
  • Cope Plastics
  • Curbell Plastics
  • Distribution Management Inc
  • Dominion Electric Supply
  • ETNA Supply
  • First Supply
  • Hirsch Pipe & Supply
  • Horner Xpress
  • Hub Construction Specialties
  • L&R Distributors
  • Laird Plastics
  • Lancaster/The Merit Distribution
  • Lawson Products
  • Lipsey’s, LLC
  • Martin Inc
  • nexAir
  • NMC Inc
  • Omni Cable
  • Pacesetter
  • Palmer-Donavin
  • Pacific Seafood Group
  • Parksite Inc
  • Piedmont Plastics
  • Reeb Millwork
  • RJ Schinner
  • Roberts Oxygen Co Inc
  • Summit Electric Supply
  • SYSCOM/EPCOM
  • T&A Supply Company
  • United Pipe & Steel
  • US Lumber Group
  • Womack Machine Supply Co

Meeting Location:
Chicago Hilton O’Hare
10000 W O’Hare Ave.               Hotel Accommodations
Chicago, IL 60666
(773) 686-8000

Hilton Central Reservations – 877 865 5322

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