2026 Connecticut CFO Summit

The 2026 Connecticut CFO Summit is SOLD OUT! Add your name to the waiting list here.

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The October 29 Connecticut CFO Summit connects top executives from across the state for an afternoon of strategic insights, high-level networking, and candid discussions on the issues defining the modern CFO role. 

From economic and market trend analyses to AI-driven finance transformation, M&A activity, and perspectives on growth, resilience, and value creation, the summit delivers practical insights from industry experts and experienced finance executives. 

Synchrony Financial executive vice president and CFO Brian Wenzel is the summit’s featured speaker, sharing his perspectives on growth, resilience, and value creation with CBIZ’ Jeff Rossi. 

This is a must-attend event for Connecticut CFOs and C-suite executives, packed with leading industry figures and multiple networking opportunities, including lunch and a cocktail reception. 

You’ll leave with actionable insights, stronger connections, and a broader understanding of the forces shaping financial leadership in an increasingly complex environment. 

Agenda

12 pm | Check-In & Networking 

12:30 pm | Networking Lunch 

1:30 pm | Opening Remarks 

• Alyssa Gorecki, CFO, CBIA 
• Bill Bardani, Managing Partner, Vision Search Partners

1:45 pm | Market, Economic Outlook: What CFOs Need to Know

• Introduction: David Furth, Chief Growth Operations Officer, eOne/DataBlend
• Guy LeBas, Chief Fixed Income Strategist, Janney Montgomery Scott

2:15 pm | Leveraging AI to Accelerate Finance Transformation 

• Moderator: Haylee Glassman, Private Assurance Partner & NYM Transformation Leader, PwC 
• Pedro Lay, Chief Audit Executive, Amphenol 
• Brandon Patrick, Principal Solution Consultant, Sage Intacct
• Nadia Smith, Managing Director & Partner, Strategy & Consulting, Accenture
• Rambabu Vallabhajosula, VP, Global Finance Transformation, Booking Holdings 

3:10 pm | Networking Break 

3:30 pm | The New M&A Landscape: Trends, Challenges, Opportunities 

• Moderator: Mrigendra Mrityunjaya, Managing Partner-Value Creation, CFGI
• Claudine Cohen, Managing Partner, Value360, CohnReznick 
• Marc Mascola, Partner & CFO, Eldridge Industries
• Paul Witinski, Partner, Ironwood Capital

4:15 pm | A CFO’s Perspective: Growth, Resilience, Value Creation 

• CBIZ managing director Jeff Rossi talks with Synchrony Financial executive vice president and CFO Brian Wenzel 

5-6:30 pm | Networking Reception