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The Real Story Is Written Between the Lines by The Philadelphia CFO Leadership Council
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The Real Story Is Written Between the Lines by The Philadelphia CFO Leadership Council

The Real Story Is Written Between the Lines: Gathering, Analyzing And Communicating The Critical Information hosted by: The Philadelphia CFO Leadership Council Thursday, February 20, 2020 7:30 a.m. - 9:30 a.m.

When: February 20, 2020
7:30 AM- 9:30 AM
Where: Ballard Spahr, LLP
1735 Market Street
Philadelphia, Pennsylvania  19103
United States
Contact: Debbie Lindner
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Program Description


Running the numbers is not the same as running the business. Beyond the basic reviewing of KPIs and analyzing data elements, there is a lot to learn by reading between the lines. As the CFO of your organization, the chair you occupy is unique. Your access to information and the perspective you can proactively provide will allow you to offer insight to the C-Suite, Board, Investors, Shareholders, Employees…that nobody else can provide.

Join our panel of experts on Thursday, February 20 as we discuss The Real Story Is Written Between the Lines: Gathering, Analyzing And Communicating The Critical Information.  

The panel will discuss the importance of gathering essential data that enables key insight needed for critical decision making and more importantly, how to translate that information into a story that everyone can understand and support.

Learning Objectives: 
Through this session, attendees will learn:

  • The importance of identifying critical data elements needed to support long-term strategy
  • Why a detailed inventory of all data sources (internal and external) is critical
  • How strategic alignment of business goals plays a central role in determining what information is gathered and then how to effectively communicate this information
  • Translating data into usable information for management and key stakeholders drives strategy and fuels innovation





Click here to learn more about CFO Leadership Council. 


To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event 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 $80.


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.

More Information

For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Senior Marketing Director, Philadelphia Chapter at

Cancellation Policy

If you would like to cancel your ticket or request a refund, please email Refunds are available up to 24 hours prior to the program.

CPE Information


Instructional method: Group-Live
Recommended CPE Credits:  1.8 Credits in Finance
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:

About Our Speakers


Robert Klaassens, Regional Sales Director, Adaptive Insights, A Workday Company

Rob has over 20 years of experience in the data and analytics space working for organizations like Cognos (now IBM), BusinessObjects and Oracle. Over the course of his career, Rob has worked with mid-size and large enterprise organizations to help drive better visibility and insights by leveraging data and analytics on projects ranging from data warehousing, reporting and analytics, BigData and Machine Learning. Rob joined Adaptive Insights a year ago to lead their Northeast and Mid-Atlantic teams to assist the Office of Finance improve business processes and leverage data analytics to compete in todays’ modern analytics world.  


Aaron Klein, SVP Finance & Director of Business Performance and Analysis, WSFS Financial Corporation

Aaron P. Klein joined WSFS in 2015 as Senior Vice President, Finance, and currently serves as Director of Business Performance and Analysis.  In this role, he leads the Company’s corporate planning, reporting, and analysis function, and investor relations activities, including the Company’s quarterly earnings release and annual proxy. 

Prior to joining WSFS, Aaron served in various financial leadership positions including controller positions at e-commerce technology companies GSI Commerce (acquired by eBay) and Channel Intelligence (acquired by Google).  In these roles, Aaron successfully led accounting, treasury, tax, and human resources functions in addition to merger due diligence and integration. He spent the first nine years of his career with KPMG, LLP, and was a Senior Manager in the firm’s Audit practice with a concentration in Financial Services. 

Aaron earned a Bachelor of Science in Accounting from Grove City College and a MBA from Pennsylvania State University’s Smeal College of Business. He is a Certified Public Accountant, licensed in Pennsylvania. Aaron resides with his wife and three children in Kennett Square, Pennsylvania.


Dan Klein, Managing Director, Slalom

Dan leads the Data and Technology Consulting practice at Slalom in Philadelphia. He joined Slalom 3 years ago to build out the Data and Analytics capabilities with a focus on modern data acquisition and warehousing, data visualization, and advanced analytics. Dan and his team work with clients that range in size from emerging start-ups to established enterprises focusing on leveraging public Cloud providers, innovative Analytic platforms, and modern BI techniques.

Prior to Slalom, Dan was a Vice President in Product Engineering at Accolade and a Sr. Manager at Accenture. He is a life-long Philadelphian and graduate of Villanova. Dan currently lives in Horsham with his wife and 3 children. 


John Thompson, VP Finance, SodaStream USA

John has 25 years of experience in Controller and VP-Finance roles working for both private and public companies working in consumer products goods and service industries. At SodaStream, John is responsible for all financial activities for the US including Financial Reporting, Planning, Analysis, Treasury and Insurance. Prior to joining SodaStream, John was VP-Finance at Pinnacle Products International (a leading developer, marketer and producer of portable outdoor construction heating and cooling products in the U.S. and Europe).  Previous to working at Pinnacle, John worked for Quickie Manufacturing Corporation (domestic manufacturer and distributor of innovative cleaning tools and supplies) for 7 years as VP-Controller and 8 years as VP-Controller for Mediq/PRN (nationwide leader in renting critical care medical equipment to hospitals and nursing homes).  John earned his undergraduate degree from Ursinus College and has an MBA from Widener University.

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