The Twin Cities CFO Roundtable is an invitation-only, semi-annual gathering of finance leaders in the Twin Cities area. The forum is led by the founding members, local finance leaders who periodically meet to recommend topics and trends that are timely and relevant to today's CFO. The 2025 Twin Cities CFO Roundtable Founding Members
Past Events
October 29, 2024
8 to 10 am
The Four Seasons Minneapolis
Economic Insights: Heads or Tails?
Join us for an insightful journey exploring the 2024 economic landscape – one that has been rife with head and tailwinds. In advance of the US presidential election, we will delve into forecasts, trends, and key indicators shaping the global and local economies.

May 16, 2024
5 to 8 pm
The Westin Edina Galleria
Best Practices and Considerations for CFOs When Choosing a Third-Party AI Partner
Hear from an award-winning cloud engineering and machine learning technology leader with over 25 years of IT experience.

Kesha Williams
Director – AWS AI/ML
Slalom
October 26, 2023
5 to 8 pm
The Westin Edina Galleria
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: A clear definition of the specific financial objectives and areas where AI can add value is critical, particularly with regard to automation, data analysis and risk management.
2. Identifying AI Solutions: There are a number of tools available, but it’s important to know which solutions align with the defined objectives and address the identified data and infrastructure requirements.
3. Implementing with Pilots: Start small! Small-scale pilots limit risk and help monitor and measure the performance and impact of AI on your financial operations and team.
4. Scaling and Optimizing: Taking what you learn from the pilot to scale – within your department and the company – will allow you to maximize AI’s benefit.

Tim Brunelle
AI-Generative Creative Consultant
May 18, 2023
5 to 8 pm
Nicollet Island Inn
Roundtable Discussion Led by Our Founding Members
Prior to our roundtable discussion, Scott McCarty, President for Bank of America Minneapolis, will give an economic and rates update. Our roundtable discussion will be kicked off by Angie Drake, CFO for Toro Company, Chris Jones, CFO for Nortech Systems, and Brock Kline, CFO for Associated Milk Producers Inc, who will be discussing technology transformation, talent retention, and navigating economic uncertainty.
