Spring 2026
Keynote | Friday | 9:05 – 9:55 am ET
As Chief Financial Officer and Chief Operating Officer at Hasbro, Inc., Gina Goetter oversees the Company’s global business and corporate financial operations – including treasury, tax, investor relations, internal audit, accounting and control, supply chain operations and data insights, and business planning and analysis. Her role also includes delivering the Company’s Operational Excellence program and associated cost savings.
Gina joined Hasbro in May 2023 and brings over 25 years of experience and a proven track record of driving strong financial and operational results. She joined Hasbro from Harley-Davidson, where she served as Chief Financial Officer and was responsible for all aspects of finance, accounting, treasury, tax, Investor Relations, and Mergers & Acquisitions. During her time at Harley Davidson, Gina led the Company through a multi-year strategic transformation focused on restoring growth and profitability across the core business and reinvigorating total shareholder return.
Earlier in her career, Gina was Senior Vice President of Finance for Tyson Foods’ Prepared Foods Segment and spent 21 years at General Mills in increasingly senior Finance roles.
Gina has a B.A.S. in Finance and Economics from the University of Wisconsin, and a M.B.A from Boston College Carroll School of Management. She serves on the board of SC Johnson.
Keynote | Friday | 11:10 am – 12:00 pm ET
Kate Gulliver is the Chief Financial Officer and Chief Administrative Officer for Wayfair, leading the Finance, Talent, Legal, Real Estate, and Corporate Communication functions. Kate formerly oversaw the talent organization at Wayfair where she was responsible for global human capital management, including recruiting, organizational design, talent management, talent analytics, compensation, and learning and development. Prior to leading the talent function, Kate managed the company’s Investor Relations team where she drove all communication and relationship development with outside investors, and led the company through its initial public offering (IPO) in 2014. Previously, Kate worked as an investor for nearly five years at Bain Capital, the Boston based private equity firm. She started her career in consulting at McKinsey & Company. Kate holds an MBA from Harvard Business School and a B.A. from Yale University.
Lunch Keynote | Friday | 1:00 – 2:30 pm ET
Wait…he’s a CPA?!? Oh, you better believe it…and then some 😉 An entrepreneur, college professor, financial professional and author (EDYM, available early 2026!), this guy’s looking to start another Renaissance! Simply, whether in the boardroom, classroom, or locker room, his passion is to help others make better decisions by translating tedious technical topics into tangible intelligence useful for personal and professional success.
And if you thought THAT was a mouthful, check out his personal formula for success: (Big 4 + Private equity + Franchising + Internet startups + Fraud Examiner + CFO Consulting + 18.5″ Biceps) / (Humility + Faith + Family) = Accounting Badassery in motion. I mean, it’s just math, right?!? Living his personal mantra of Integrate, Educate, Elevate…and Entertain, Dr. Tim Naddy abhors complacency and doesn’t believe in settling for less because a good day consists of helping folks understand their value (and yes, you’re worth it).
An alchemist of precision, professionalism, and panache, his secret sauce is using storytelling to mix all the things he loves…entertaining, speaking, writing, sumif functions, and jazz hands…into the wonderful world of Accounting and Phinance. Shadow Ops is his domain, but he ain’t shy of the spotlight either, so if you’re down to collab, he’s ready to rock n roll! Connect with him on LinkedIn and tune in to him on his Business Biceps & BS podcast:
LI: Business Biceps & BS | IG: @bizbisnbs
#cpaevolved #respectthegrind
Keynote | Thursday | 9:10 – 10:00 am ET
Charles (Charlie) Wagner joined Vertex Pharmaceuticals in 2019 as Executive Vice President and Chief Financial Officer (CFO). In 2025, he assumed the role of Chief Operating & Financial Officer, overseeing the accounting, finance, human resources, internal audit, investor relations, business development transactions & alliance management, portfolio & program management, corporate communications, and global security & facilities functions. Mr. Wagner has deep corporate finance and health care experience, including nearly two decades in public and private company CFO roles.
Prior to joining Vertex, Mr. Wagner was Executive Vice President, Finance and CFO at Ortho Clinical Diagnostics — a Carlyle Group portfolio company. In this role, he had leadership responsibilities for all aspects of finance, accounting, tax, treasury, global financial systems, lender relations, and acquisitions and divestitures, as well as shared responsibility for several enterprise-wide projects. Prior to this, Mr. Wagner served as CFO for Bruker Corporation, Progress Software Corporation and Millipore Corporation. In addition to his corporate finance roles, Mr. Wagner served as an advisor at Bain & Company and Coopers & Lybrand and held industry board positions as a director and a member of the Audit Committee at Good Start Genetics and Bruker Corporation.
Mr. Wagner serves on the board of directors for The TJX Companies, Inc. and is a member of its Audit and Finance Committee.
Mr. Wagner holds a B.S. in accounting from Boston College and an M.B.A. from Harvard Business School.
Beyond the Keynote:
If you weren’t a CFO (or in your current role), what profession would you have chosen?
I would hope to be a music supervisor for movies and shows
What’s your go-to song on your playlist?
Gimme Shelter – Rolling Stones
What was your very first job after school?
I started my career in the audit practice at Coopers & Lybrand in Boston
Favorite book or inspirational quote?
“All progress depends on the unreasonable man” – George Bernard Shaw
Keynote | Thursday | 4:00 – 5:00 pm ET
Karen Walker assumed the role of Chief Financial Officer of Sysdig in 2021 to steer growth and financial strategy, and in 2025, Karen joined the Office of the CEO to lead go-to-market and operations. With over 20 years of expertise spanning corporate finance, accounting, compliance, and investor relations, Karen’s leadership extends from pre-IPO to public companies. Her executive roles at PagerDuty, Uber Technologies, Pandora Media, CBS Interactive, and Virgin America underscore her proficiency. Karen excels at scaling finance teams in high-growth and global settings, notably at Uber Technologies. She spearheaded early IPO readiness for Uber and Virgin America, while also driving M&A activities, including Pandora Media’s sale to Sirius XM. Karen’s strategic acumen includes building and leading investor relations at PagerDuty.
Editor & Chief Content Officer,
Chief Executive Group
Keynote Moderator
Thursday | 9:10 am ET
Friday | 11:10 am ET
Dan Bigman is Editor and Chief Content Officer of Chief Executive Group, publishers of Chief Executive and Corporate Board Member magazines, as well as ChiefExecutive.net, Boardmember.com, StrategicCFO360, StrategicCIO360 and StrategicCHRO360. CEG is the parent company of the CFO Leadership Council. Prior to joining CEG, Bigman was Managing Editor at Forbes for more than a decade. Earlier he served as the founding business editor of NYTimes.com, where he co-founded the popular DealBook franchise in 2001 and later led all hard-news coverage for The Times online.
CEO, Focused Energy
Breakout Sessions
Thursday | 11:20 am & 3:00 pm ET
Drew’s personal mission is to help people show up as their best and authentic selves, and he is thrilled to work for a company that helps people thrive and strengthens communities. Drew’s Master’s in I/O Psychology allows him to better understand systems and the people therein. He focuses on the financial “guts” of businesses to better understand potential roadblocks that may impede a firm’s progress. Drew helps develop actionable steps that proactively strengthen firms while eliminating barriers to growth. He is honored to help provide clients with clarity and control as they build their futures.
Managing Partner & CFO,
Capstan Tax Strategies
Breakout Sessions
Thursday | 11:20 am & 3:00 pm ET
Mike is the Managing Partner and Chief Financial Officer of Capstan Tax Strategies. With over 25 years of progressive experience in management, business planning, financial analysis, financial services, capital planning, technology, and real estate, Mike is uniquely qualified to oversee all aspects of Capstan’s financial and operational strategy. Known for his sincerity, creativity, and upbeat “can-do” style, Mike’s ability to turn relationships into solutions is one of his greatest strengths.
Global Transformational Finance & Operations Leader; Former CFO, Blue Shield of California
Healthcare Benefits Symposium
Wednesday | 2:30 pm ET
Sandra Clarke is an experienced healthcare executive and advisor with more than 25 years of leadership across global organizations ranging from $500M to $27B in revenue. She currently serves as an executive advisor to healthcare-focused companies, including health plans, investment funds, healthcare services, and consulting firms, and is a board member of Vynca Care, a palliative care company delivering high-quality, home-based care.
Most recently, Clarke was executive vice president and chief operating officer of Blue Shield of California, a nonprofit health plan with over $25 billion in annual revenue serving 4.8 million members. In this role, she led day-to-day operations and enterprise transformation across operations, customer experience, growth, and marketing, while also architecting initiatives to reimagine the pharmacy care model and reduce prescription drug costs. She additionally oversaw corporate development, supporting the organization’s long-term growth strategy.
Prior to Blue Shield, Clarke held senior finance leadership roles at Daiichi Sankyo, Philips Healthcare, and Siemens Water Technologies Group. She has served on numerous boards, including Metromile (audit chair), Blue Shield of California Foundation, and Evio Pharmacy Solutions (former chair). Named one of Modern Healthcare’s Women Leaders of 2024, Clarke is a recognized thought leader and frequent speaker at prominent industry forums. She holds a master’s degree in healthcare law from Seton Hall University, a master’s in accounting from Bentley University, and a bachelor’s degree in finance from MIT.
Accounting Director, Retail and Distribution, Scrubbed
Breakout Sessions
Thursday | 11:20 am & 3:00 pm ET
Senior Vice President, Health & Welfare Benefits Consulting, Marsh McLennan Agency
Visionary Session
Thursday | 10:00 am
For over 25 years, Marybeth Gray has been dedicated to helping employers nationwide lower healthcare costs and enhance quality. Throughout her career, she has effectively reduced insurance costs and employer liability, thanks to her extensive knowledge of the insurance marketplace. Currently, she holds the position of Senior Vice President of Health and Welfare Benefits at Marsh McLennan Agency, where she oversees comprehensive account management for her clients. With expertise in analyzing healthcare utilization data and cost trends, particularly in pharmacy for large, selfinsured clients, Marybeth is a prominent thought leader at Marsh McLennan Agency, speaking at more than ten national conferences each year.
One of the key advantages she offers her clients is a unique insight into future cost drivers. She assists employers in grasping the potential financial impacts of pharmacogenomics, newly introduced specialty medications, and gene therapies. Her objective is to enhance the health of the population while reducing healthcare costs for both members and employers.
Executive Director, Management Resources Practice, Robert Half
Breakfast Roundtable
Friday | 8:00 – 8:50 am ET
Angela Lurie is executive director of the management resources practice at Robert Half. She is the lead strategist for the program and leverages her accounting and consulting background, as well as her 22 years of experience at Robert Half. Most recently, Angela served as senior vice president of our full-time engagement professionals (FTEP) practice, focusing on refining our strategy and enhancing visibility for this unique service offering. With nearly two decades of experience in the staffing business, Angela is a leader in her industry and the business community. She serves on the advisory board for the Minneapolis-St. Paul chapter of the CFO Leadership Council and is a frequent speaker and panelist at Twin Cities industry events for organizations such as IABC MN, Team Women, Ready to Work and the Good Leadership Breakfast Series. Additionally, as a member of TeamWomen, Angela actively mentors emerging female leaders.
Co-Founder, CFO & COO, Pallium
Owner, Focused Energy
Breakout Sessions
Thursday | 11:20 am & 3:00 pm ET
Drew’s mission is to help companies and their leaders to understand and manage their business from a financial and operational standpoint, using data lead recommendations and insights. He works with each client to identify and solve their unique challenges, and to align their strategic plans and vision. Drew continually assesses the limitations caused by any operational, financial, or market constraints to balance risk and return, and ensures there is clear communication and accountability across all activity.
Senior Economist & Associate Director, Moody's Analytics
Visionary Session
Friday | 9:55 am ET
Emily Mandel is a senior economist and associate director at Moody’s Analytics, where she leads state and local government consulting and fiscal policy research. In this role, she works closely with a number of state and local governments to provide economic analysis and forecast tax revenues.
Her latest research has focused on analyzing the impact of recent federal policy changes and examining states’ preparedness for a future recession. She is also the author of numerous regional economic analyses, particularly regarding the interplay between economic conditions and public revenues. She frequently presents to clients and at conferences and is regularly quoted in news outlets for her views on government fiscal conditions and the economy.
Emily received a master’s degree in international and development economics from Yale University and holds a bachelor’s degree in economics and international studies from Dickinson College.
President & Founder,
CFO Leadership Council
Keynote Moderator
Thursday | 4:00 pm ET
Friday | 9:05 am ET
Jack McCullough is a respected financial leadership expert and the founder of the CFO Leadership Council, a global community of over 2,500 senior financial executives.
He has served as CFO for multiple organizations, from high-growth startups to Fortune 500 companies, and has been instrumental in broadening the CFO role beyond finance to a more strategic business function.
Jack is the author of Secrets of Rockstar CFOs and The Psychopathic CEO, an Executive Survival Guide, a senior contributor to the Forbes CFO Network, and host of the Secrets of Rockstar CFOs podcast. His insights have been featured in The Wall Street Journal, Bloomberg, Barron’s, and other significant publications, and he has appeared on CNBC, Fox Business Network, and Your World with Neil Cavuto.
A graduate of MIT Sloan School of Management, Jack is committed to developing the next generation of financial leaders and advocating for greater diversity amongst CFOs globally.
Fractional CFO and Founder,
Triangle Coffee
Breakout Sessions
Thursday | 11:20 am & 3:00 pm ET
Executive Director, Technology Practice, Robert Half
Breakfast Roundtable
Friday | 8:00 – 8:50 am ET
Ryan Sutton is executive director of the technology practice at global talent solutions firm Robert Half, which connects employers with skilled technology professionals to meet their IT recruiting needs. Sutton manages strategy and operations for all U.S. locations. During his 25 years in recruiting, he has helped thousands of clients find the best talent for their organization and has advised thousands of job seekers on their desired career path. He is a noted expert on hiring, career and workplace trends and has been featured by local and national news outlets and publications, including CNN, The New York Times, The Wall Street Journal, Fox News, Business Insider and CIO.
Partner,
Capstan Tax Strategies
Breakout Sessions
Thursday | 11:20 am & 3:00 pm ET
Jacob works closely with his clients – planning with them, building with them, and celebrating with them. He prides himself on creating long-term relationships – not short-term sales — and his analytical skills and financial expertise allow him to function strategically as a trusted advisor. In the last decade, Jacob has overseen thousands of R&D, Cost Segregation, and 179D Studies resulting in over $800M of tax benefit.
Jacob speaks to audiences from coast to coast, infusing his informative talks with straightforward examples and a dash of humor.