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

Jared Collinge
Chief Financial Officer
BDA
 
Luke Fisher
Chief Financial Officer
Talking Rain
 
Lynnette Frank
Chief Financial Officer

Ben Bridge Jewelers

 
Adam Karnofski
Chief Financial Officer
Silver Bay Seafoods
 Aaron Kaufman
Chief Financial Officer
Dick’s Drive in Restaurants
 
Chris Naismith
Chief Financial Officer (retired)

PCC Markets

 
Tom Ross
Chief Financial Officer
Brooks Running
 
Chrissi Sowinski
Chief Financial Officer
Arena Sports

Steve Stender
Chief Financial Officer
Pacific Plumbing Supply Co.
 
Paul Whyatt
Chief Financial Officer
San Mar
 
Carrie Wilson
Chief Financial Officer
AAA of Washington

 

Chris Work
Chief Financial Officer
Zumiez
 

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

From Baby Boomers to Gen Z, you’ll learn how to leverage the strengths of each generation while addressing potential challenges.

Laura Fravel

Executive Communications Coach

Spark & Inspire

May 22, 2024

5 to 8 pm

Daniel’s Broiler Lake Union

A Chat with Shane Tackett, CFO of Alaska Airlines

Join a casual conversation with the CFO of Alaska Airlines covering several topics such as:
  • 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

How CFO’s can manage and benefit from Artificial Intelligence

CFOs are searching for ways to manage and benefit from AI. But effectively implementing AI into the financial operations of a business is a complex endeavor with many implications. 

We’ll discuss four areas that CFOs need to consider as they integrate AI into the financial workflows of their company:

1. Defining Objectives
2. Identifying AI Solutions
3. Implementing with Pilots
4. Scaling and Optimizing

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