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Linking Strategy To Performance Management & KPIs by The Chicago CFOLC
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Linking Strategy to Performance Management via KPIs Wednesday, December 4th, 2019 7:30 AM - 9:30 AM

When: December 4, 2019
7:30 AM - 9:30 AM
Where: 8745 West Higgins Rd
O'Hare Area
Chicago, Illinois  60631
United States
Contact: Emily Smith
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As a CFO, you are expected to deliver flawless reporting while at the same time provide insights that deliver performance. Successful CFOs know delivering performance insights requires an effective agile approach for performance management. One that provides a tight linkage from strategy to execution with supporting KPIs. But an ability to adapt as conditions change. Join other CFOs in exploring leading performance management practices that promote effective execution and drive objective understanding of results and decision making. Approaches for linking the critical elements of people, process, technology, and information will be shared.

Join a panel of senior financial executives who will share their insights into the financial, cultural, and technological options that can be applied to better align forecasting and budgeting with strategic planning while realizing organizational buy-in and efficiencies.


This session is Part II of a two part must attend series. This series will explore leading practices in the areas of linking strategy to financial planning, performance management and KPI’s. Having an effective understanding of these areas is a critical skill set for finance leaders.

Learning Objectives:

  • Understand the key elements of a performance management initiative,
  • Learn the key starting point, linking strategic goals to the organization's performance measures,
  • Gain insights for defining the performance measures relevant for your company,
  • How to bring an adaptive agile approach to your performance management initiative,
  • How to link the critical elements of people, process, technology, and information, and
  • Technology organizations should consider deploying to enable KPI’s


Click HERE to learn more about CFO Leadership Council.


All CFO Leadership Council workshops are FREE for members. Non-member senior financial executives are welcome to attend this program for $60.

PLEASE NOTE THAT CFOLC EVENTS ARE EXCLUSIVE TO SENIOR FINANCIAL EXECUTIVES ONLY.  (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.)  Service providers, business development and sales executives are restricted from attending. The CFO Leadership Council reserves the right to decline any registration.


Instructional method: Group-Live

Recommended CPE Credits: 1.5 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:


For more information about this program or The CFO Leadership Council, please contact Emily Smith, Chicago Marketing Director, The CFO Leadership Council at


If you would like to cancel your ticket or request a refund, please contact Emily Smith at email above. Refunds are available up to 48 hours prior to the program.


Hemant Kumar, CFO and SVP Finance, SOL-MILLENNIUM Medical Group, MODERATOR

Hemant Kumar is Chief Financial Officer of Sol-Millennium Medical Group. He is also a member of Sol-M Board of Directors. Sol-Millennium is a global medical device company with sales in more than forty countries, manufacturing footprint in China and Poland, and R&D Centers in Switzerland and China.

Prior to Sol-M, Hemant has served in various leadership positions with Baxter, American Express, and Delphi (General Motors) in various geographies across the globe. He has a demonstrated track record of surpassing expectations in demanding Fortune 250 corporate environments as well high growth smaller organization. He is a strong leader with ability to influence teams from different cultures to deliver outstanding results. Hemant did his Chartered Accountancy (CPA eq.) and Management Accountancy (CMA eq.) from New Delhi. He did his Bachelor’s in Commerce (Hons.) from Delhi University.

Brad Terry, Senior Principal, The Keystone Group

Brad Terry is a Senior Principal with the Keystone group, a boutique middle-market-focused management consulting firm, with extensive experience working with Finance departments across many private-equity owned, privately held, family-owned, and public companies. Brad’s clients have spanned manufacturing, distribution, service, retail and logistics businesses in a variety of industries and situations ranging from high growth to distressed. Brad’s roles have included traditional management consultant, interim controller, and CFO. Brad firmly believes that the Finance function exists to serve the commercial and operational engines within an organization, and should act as a partner to the business rather than an inhibitor. Brad earned both his undergraduate business and master of accounting degrees from the University of Michigan, and is a registered CPA in the state of Illinois.

Dan Malone, General Manager, Midway Building Services and Midway Restoration

Dan Malone is the General Manager at Midway Building Services and Midway Restoration. Dan runs the day to day operations and his responsibilities include Finance, Operations, Business Development, Marketing, HR and IT. He is also contributing support to Midway Flooring on finance, strategic planning and general business items.

Dan’s positions over the last 15 years: Big Red Rooster Flow Inc, CFO. Dan was a key member of the executive team that was responsible for the strategic direction of the organization in addition to running the finance group. Retrotech Inc., Director of Finance. Dan was responsible for all Finance, Marketing and IT functions. While at Retrotech Dan along with the CEO was responsible for successfully selling the organization to a strategic partner. FLOR Inc., VP of Finance and Operations. Dan was a key member of the senior team creating the FLOR business and the FLOR consumer brand. Dan was responsible for Finance, Operation, Marketing and IT. Dan’s career has always been focused on finance, but he has thrived in environments where he is able to wear many hats. In addition to being the lead finance executive for the last 15 years, he has also been responsible for Operations, IT, and Marketing. These experiences came both at large public companies and privately held, fast growing organizations.

Sumit Dangi, SVP & CFO, HSBC

Sumit serves as a critical thought leader and business manager and is responsible for strategy/operational planning, vendor management and procurement of global teams spanning 34 countries. Sumit oversees PMO, finance, and resourcing for overall Data Transformation program. He is also responsbile for creating and implementing blueprint and target operating models. Sumit manages 250+ offshore teams in multiple locations.




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