Learn and connect at keynotes, breakout panels,
networking opportunities and more

2023 Agenda

  • 7:30am – 8:15am
    Registration and Continental Breakfast
  • 8:15am – 8:30am
    Opening Remarks
  • 8:30am – 9:00am
    Welcome to MIT Sloan CFO Summit
  • 9:00am – 9:30am
    Morning Fireside Chat
    • Simon Johnson, PhD ’89 (moderator) Ronald A Kurtz Professor of Entrepreneurship, MIT Sloan
    • Joseph Wolk Executive Vice President & Chief Financial Officer, Johnson & Johnson
  • 9:30am – 10:00am
    Morning Keynote
  • 10:00am – 10:30am
    Morning Coffee Break
  • 10:30am – 11:30am
    Track I - Leveraging Results
    Track II - Delivering Capabilities
  • 11:30am – 12:00pm
    Luncheon Buffet
  • 12:15pm – 1:15pm
    Luncheon Keynote Panel
  • 1:30pm – 2:30pm
    Track 1 - Leveraging Results
    • Liz Wol (moderator) Partner, McKinsey & Company
    • Andrew Bonnes Partner, WilmerHale
    • Paul Mozak Executive Vice President & Chief Financial Officer, Blue Cross Blue Shield of Michigan
    • Josias Pontes Former Chief Financial Officer, Sigilon Therapeutics
    • Alex Triplett Chief Financial Officer & Chief Operating Officer, Appfire
    Track 2 - Delivering Capabilities:
  • 2:30pm – 3:30pm
    Track 1 - Leveraging Results
    • John Carrier (moderator) Senior Lecturer, System Dynamics, MIT Sloan
    • Peter Banat Chief Financial Officer, Bay State Milling
    • Daniel Berger SVP, Head of Tax Insurance, Lockton
    • David Chavez Senior Vice President & Chief Financial Officer, Shared Services, CVS Health
    • Sarah Romano Chief Financial Officer, First Wave BioPharma, Inc.
    Track 2 - Delivering Capabilities
  • 3:30pm – 4:00pm
    Coffee Break
  • 4:00pm – 4:30pm
    Afternoon Fireside Chat
    • Jonathan Fleming Senior Lecturer, Trust Center for MIT Entrepreneurship
    • David Denton Chief Financial Officer & Executive Vice President, Pfizer Inc.
  • 4:30pm – 6:15pm
    Networking Reception
    Join Oracle NetSuite at our golf themed cocktail reception! There will be a golf simulator to help you improve your swing, as well as featured items from some of NetSuite’s top customers in the game.

CPE Information


  • Program level: Intermediate
  • Approved CPE: 7.5
  • Field of Study: Finance
  • Program Prerequisites: None
  • Advanced Preparation: None
  • Delivery Method: Live/Group
Learning Objectives:
  • Understand how today’s CFOs make decisions, convey those decisions with confidence, and manage with certainty
  • Learn how to weigh options, make choices and allocate both human and financial resources
  • Review the ways the equity market has evolved, including the role of technology, the evolution of shareholders and decisions made along the way
  • How to manage internal cyber security procedures and external data threats
  • Learn strategies on how to manage with conviction and maintain calm through times of uncertainty
  • The impact of near-in decisions on long-term results and vice versa

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. 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: