The Council’s CFO & Finance Managers Conference is a three-day forum that enables participants to discuss perspectives and experiences, receive immediate feedback from their peers and explore strategies that have been deployed by today’s market leaders. Participants can earn CPE credits at this conference.

Our 2017 conference is focused on the state of the industry, technical compliance and executive development. We’ll explore how Council members’ finance executives can strike the balance between delivering superior business results, and acting and executing on opportunities, issues and concerns that will affect their firms in the future.

Topics include:

  • Strategic Leadership workshop
  • Data and how it is driving the industry
  • Integration with financial systems and dashboarding
  • Revenue Recognition and Capital Leasing Guidelines
  • Cybersecurity regulations and strategy
  • Blockchain
  • InsurTech
  • Succession Planning and Ownership Structures
  • The DOL Fiduciary Rule: its applicability to agencies and its implementation status


Contact Ce Harrison at or 202.662.4422.

Looking for the CFO Working Group?

The CFO Working Group focuses on growth strategies, budgeting, mergers and acquisitions and other issues challenging today’s CFO. Learn more.