The Puget Sound CFO Roundtable is an invitation-only, semi-annual gathering of finance leaders in the Seattle area. The forum is led by an advisory board of local finance leaders who periodically meet to recommend topics and trends that are timely and relevant to today's CFO. The events are complimentary and generously sponsored by Bank of America for 2026.The 2026 Puget Sound CFO Roundtable Advisory Board
Ben Bridge Jewelers
PCC Markets
Past Events
May 7, 2025
5 to 8 pm
Aerlume Seattle
Influential Conversations: I Talk to Losers
Tough conversations can be anything from a performance review to giving unexpected feedback and even standing up for yourself.
Veteran sports broadcaster Jen Mueller will pull back the curtain on strategies that make tough conversations easier. She’ll share techniques that set the stage for a productive exchange and explain how a different approach to feedback and accountability lessens the need for tough conversations.

Jen Mueller
Founder
Talk Sporty to Me
November 6, 2025
5 to 8 pm
El Gaucho Bellevue
Modern Leadership: How to Lead in a Multi-Generational Workforce

Laura Fravel
Executive Communications Coach
Spark & Inspire
May 22, 2024
5 to 8 pm
Daniel’s Broiler Lake Union
- Managing and leading through challenges/crises
- Hybrid work and Return to Office
- Generational differences in the workplace / Hiring good talent
- Finance operations and technology efficiencies
- Digital transformations, Cybersecurity

Shane Tackett
Executive VP, Finance & Chief Financial Officer
Alaska Air Group
Novermber 1, 2023
5 to 8 pm
Ascend Prime Steak & Sushi
We’ll discuss four areas that CFOs need to consider as they integrate AI into the financial workflows of their company:

Charles Jennings
Author & Speaker on Artificial Intelligence
May 23, 2023
5 to 8 pm
Canlis
An Interview with Eric Sprunk, former COO of Nike
Roundtable Advisory Board Member, Jasmine Donovan, President & CFO for Dick’s Drive-In Restaurants will interview Eric Sprunk on his take-aways from Nike and his current position on the Nordstrom Board of Directors.

Eric Sprunk
Nordstrom Board Member