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Finance Stack – Integrated Technology Solutions for CFOs by CFO Leadership Council Denver Chapter
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Finance Stack – Integrated Technology Solutions for CFOs presented by The Denver CFO Leadership Council Wednesday, June 12, 2019 @ 7:30 AM - 9:40 AM (Mountain Time) Agenda: 7:30 AM to 8:00 AM Networking | 8:00 AM to 9:40 AM Program

When: June 12, 2019
7:30-9:40 AM
Where: Davis Graham & Stubbs
1550 17th St
5th Floor
Denver, CO  80202
United States
Contact: Mary Christensen

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Parking: Transit and parking options include bus and light rail, as well as the 16th Street MallRide and the MetroRide along 18th and 19th Streets. The entrance to the building’s parking garage, which is a pay to park garage, is on the east side of Wazee Street and guests are welcome to park in any visitor or non-reserved space.

**Please note!** During baseball games or other high-profile events, parking rates may be extremely high. Please look for signage or choose a different location to park.

There are various pay to park lots next the building…meter parking surrounding the building as well. 

Program Description

 Building an integrated network of software is a challenging endeavor, but if done well can offer your firm increased efficiencies, cost savings, and a more secure cybersecurity profile. With a variety of business intelligence and other tools on the market, the selection, implementation and ownership process can be quite confusing. Our speakers will share their journey from the investment stage to evaluation, lessons learned, and help you develop a forward-looking plan to give your organization a sustained advantage.

Learning Objectives

  • The major components of a finance stack (accounting and budgeting, vendor management, payroll, equity management, customer relations, and business intelligence) and how each is dependent upon the others
  • What factors should CFOs and their teams consider when evaluating disparate solutions
  • How to identify the key stakeholders in the finance stack and best practices for getting their support
  • Greatest challenges and most common mistakes made during a finance stack implementation
  • How to measure ROI on technology investments



Speaker Info:
Keith Thompson, Controller, TruStile Doors
Keith Thompson is an experienced Finance & Accounting professional who is currently the Controller at TruStile Doors, a manufacturing company. Keith has a diverse background and knowledge in Finance, Accounting, IT/Technology and Administration. He has been involved in multiple system implementations, including a PeopleSoft implementation at a publicly-held REIT. He has also consistently pursued process improvement in the areas of systems, people & processes.

Nancy Roecker, Practice Director, NetSuite
Nan Roecker is recognized for leading Professional Services sales and delivery teams at Oracle | NetSuite over the last 11 years. During her tenure, the company has grown more than ten-fold in terms of both employees and revenue. Prior to joining NetSuite, Nan led the development of SaaS applications at eCollege (purchased by Pearson) and RealPage, which provide online education and multi-family property management solutions. Her technology background also includes consulting and management roles in the aerospace, defense, energy, manufacturing, retail and telecommunications industries.


Tom Wilkas, CFO, Safebuilt
Tom Wilkas possesses more than 25 years of experience leading finance and operations for global companies in the technology, business services, consumer products and manufacturing sectors. With a career split between publicly traded companies and VC/PE-backed firms, Mr. Wilkas has led efforts in strategic transactions, technology, fundraising, new product development, and cultural change that have resulted in several successful exits.


CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits: 2 CPE credits in Information Technology
 Experience Level: Basic
 Prerequisites/advance preparation: None

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:


More Information:
For more information about this program or The CFO Leadership Council, please contact Jeanene Golden, Regional Director, at

To register for this program, simply complete the form above. Current CFO Leadership Council members may attend this program for free.  CFO Leadership Council members from all our chapters may also attend for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for 

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.


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