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Chicago Chapter Event | CFO Interactions with the Board: What is Key for Every Role
Hinsdale Country Club
140 Chicago Ave.
Clarendon Hills, IL 60514
USA
Wednesday, March 26, 2025, 8:30 AM - 10:30 AM CDT
Category: Chicago

CFO Interactions with the Board: What is Key for Every Role

Overview

8:30 am Networking 
9:30 am Program Introductions 
10:00 am Q&A – Table Top Exercise 
10:30 am Conclude

Expert Panel focused on CFO Interactions with the Board Members. What is the CFO’s role and responsibility in a Board meeting and beyond? Structure, Topics, Interactions, etc.

Registration

Members - $35
Non-Members - $45

Register

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Speakers

 

    

Chris Terzich
Managing Director and Group Head – Middle Market Banking
CIBC

Chris Terzich is the managing Director and Group Head – Middle Market Banking at CIBC. Educated at the University of Illinois Chicago. Throughout his career in commercial banking, he has assisted small to mid size companies achieve their financial goals through a tailored relationship banking approach. 
 
Specialties include: Commercial banking, Treasury Management, ESOP lending, Cash flow lending, Management Buyout, and Asset Based Lending.  
 
Industry knowledge includes manufacturing, technology, food / beverage, transportation and distribution. 

    

John Liacone
Managing Director/Founder of The Overture Group
The Overture Group

John Liacone is the Managing Director/Founder of The Overture Group, the premier provider of Executive Search and Compensation Consulting to mid-size organizations. Search focus areas include Accounting/Finance, Human Resources, Operations, General Management with a compensation focus. 
 
Spun off in 2010 from one of the largest mid-market accounting/consulting firms in the U.S., The Overture Group has vast networks and capabilities and can help your organization find the right talent. 
 
John started his career over 35 years ago in the financial industry as a Manager/Director of Information Technologies before deciding to make a career transition into the talent management industry. Since that time, he has worked in various talent management environments including corporate recruiting, consulting, contingency and executive retained search/interim staffing and career transition services. Before founding The Overture Group in 2010, John was a Director at RSM leading the Executive Search/Interim Staffing Practice.  
 
John is a member of numerous associations and the Founder of the Leadership Group (LG). The premier career management/networking group for CEOs, CFOs, and CHROs.

 

    

Tricia Pucek
Chief Financial Officer
Horton Division of MMA

Tricia Pucek serves as the Chief Financial Officer at the Horton Division of MMA. As CFO, Tricia is responsible for overall financial management of the division, including financial performance reporting, budgeting, and long-range planning. Tricia plays a key leadership role in many operational areas of the business, guiding the business to the next level of success by identifying business drivers and growth opportunities. 

In addition to extensive expertise in financial operations within the insurance brokerage space, Tricia has experience successfully integrating an ERP system within the agency environment, building reporting tools for financial and operational analyses, merger and acquisitions, treasury and 401k and benefit plan sponsorship. 

Tricia is an advocate for women in the insurance industry as evidenced by her leadership in HerHorton, a community founded by Horton in 2021 to give women a safe space to talk about the challenges they face in the industry and to offer support, education and development opportunities. 

Before joining Horton, Tricia had spent over nine years at Hub International, responsible for all aspects of corporate accounting and external financial reporting for the billion dollar, private equity owned, agency. 

 

    

Sue Buchanan
Independent Corporate Board Director 

Tricia Pucek serves as the Chief Financial Officer at the Horton Division of MMA. As CFO, Tricia is responsible for overall financial management of the division, including financial performance reporting, budgeting, and long-range planning. Tricia plays a key leadership role in many operational areas of the business, guiding the business to the next level of success by identifying business drivers and growth opportunities. 

In addition to extensive expertise in financial operations within the insurance brokerage space, Tricia has experience successfully integrating an ERP system within the agency environment, building reporting tools for financial and operational analyses, merger and acquisitions, treasury and 401k and benefit plan sponsorship. 

Tricia is an advocate for women in the insurance industry as evidenced by her leadership in HerHorton, a community founded by Horton in 2021 to give women a safe space to talk about the challenges they face in the industry and to offer support, education and development opportunities. 

Before joining Horton, Tricia had spent over nine years at Hub International, responsible for all aspects of corporate accounting and external financial reporting for the billion dollar, private equity owned, agency.

Moderator

    

Peter Moreno
Managing Director
CIBC

Peter Moreno, based in Hinsdale, IL, US, is currently a Managing Director at CIBC US. Peter Moreno brings experience from previous roles at CIBC U.S., CIBC US and The University of Tampa.

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