2023 CFO Leadership Summit Presentations

Session I: Capital Planning and Asset Reinvestment

• Eye to the Future Planning Capital for New Reality

Session II: Portfolio Management: Retirement Plan De-Risking and Investment Strategies

• Pension Risk Transfer
• Advisor Managed Accounts

Session III: CFO Panel Discussion – The Culture of Complacency; Assessing Mission, Service and Economic Objectives

• no slides

Session IV: AJAS Benchmarking Project – Report Out

• Benchmarking Report Out

Session V: CFO Roundtable – Conversations of Relevancy, Conflict, and Innovation

• no slides

Session VI: Building a Culture of Accountability: Business Life Cycle Renewal Process

• Building a Culture of Accountability – Business Life Cycle Renewal Process