NRA We Serve America's Restaurants Representing nearly 500,000 restaurant businesses, we advocate for restaurant and foodservice industry interests and provide tools and systems that help members of all sizes achieve success.
    NRAEF Building & Retaining Talent The NRAEF is focused on developing a stronger workforce and building the next generation of industry leaders through education, scholarships and community engagement.
  • NRA Show
    NRA Show May 20-23, 2017 As the international foodservice marketplace, the NRA Show provides unparalleled opportunities for buyers and sellers to come together, conduct business and learn from each other.
  • ServSafe
    ServSafe Minimize Risk. Maximize Protection. For over 40 years, ServSafe® training programs have delivered the knowledge, leadership and protection that have earned the trust and confidence of business leaders everywhere.

National Restaurant Association - Financial Officers & Tax Executives

Skip to navigation Skip to content

Events & Groups

Email Print

Financial Officers & Tax Executives

Listserv  |   Agenda  |   Pricing  |   Hotel  |   Sponsorship


Network with restaurant tax and finance professionals who face the same challenges, and share on-target, specialized experiences. What better way to discover best practices, solutions to stubborn problems, or opportunities for advancement than from restaurant leaders in your field?

Our Financial Officers & Tax Executives Executive Study Group delivers information essential to your daily workload and long-term career. Whether you need guidance on tax changes, controlling the costs of health benefits or structuring franchise financing, this group is your window into what fellow restaurant industry leaders are doing and which strategies work best.

2015 Presentations


Our group's member-only Listserv is an effective way to ask your colleagues questions, share news, and contribute to discussions on issues important to professionals in your field. To be eligible, you must work full-time in the field of tax and finance for a company that is a restaurant member of the National Restaurant Association. Click here to subscribe.

Once you join the list, simply send your email message to fintax@lists.restaurant.org. Your message goes to everyone who is subscribed to the list.

Can I view past messages?
Yes, click here to visit our archives. Registered members of the Listserv can read or search past messages. You can also change the settings of your account.

How do I unsubscribe?
To leave the Financial Officers & Tax Executives Listserv, send a message to fintax-unsubscribe@lists.restaurant.org. Be sure to send this message from the email address you want to remove from the list.


Wednesday, June 14

1 p.m. - 1:30 p.m. Welcome & Introductions
1:30 p.m. - 2:30 p.m. Restaurant Industry Outlook & Trends
  Speaker: Hudson Riehle, Senior Vice President, Research & Knowledge Group, National Restaurant Association
2:30 p.m. - 3:30 p.m. Cybersecurity
3:30 p.m. - 3:45 p.m. Networking Break
3:45 p.m. - 5 p.m. CFO Panel
Vince Burchianti, Chief Financial Officer, Firehouse Resetaurant Group
Dave Deno, Executive Vice President and Chief Financial Officer, Bloomin' Brands
5:30 p.m. - 6:30 p.m. Opening Reception

Thursday, June 15 - TAX TRACK

7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 9:30 a.m. Tips Roundtable
Marianna Dyson, Member, Employee Benefits and Tax Groups; Chair, Employee Benefits Department, Miller & Chevalier
Cicely Simpson, Executive Vice President, Policy and Government Affairs, National Restaurant Association
9:30 a.m. - 10:30 a.m. Employee Benefit and Payroll Tax Issues
  Speaker: Marianna Dyson, Member, Employee Benefits and Tax Groups; Chair, Employee Benefits Department, Miller & Chevalier
10:30 a.m. - 10:45 a.m. Networking Break
10:45 a.m. - 11:15 a.m. State Tax Legislative/Judicial Update
  Speaker: Ryan Maness, Senior Policy Analyst & Tax Counsel, MultiState Associates, Inc.
11:15 a.m. - Noon R&D and Other Tax Credits
Noon - 1 p.m. Lunch
1 p.m. - 2 p.m. Current IRS Developments
  Speaker: Phil Hofmann, Senior Director, BDO USA, LLP
2 p.m. - 3 p.m. Tax & Accounting Methods & Periods
  Speaker: Corinne Baughman, Partner, Moss Adams LLP
3 p.m. - 3:15 p.m. Networking Break
3:15 p.m. - 5 p.m. Audit Roll Call (Operators Only)
6 p.m. - 8 p.m. Dinner

Thursday, June 15 - FINANCE TRACK

7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 9:15 a.m. EMV & Payment Card Fraud
9:15 a.m. - 10:30 a.m. Restaurant Lending & Financing
  Luke Millikin, CFA, SVP and Senior Relationship Manager, Restaurant Group, Bank of America Merrill Lynch
Tom Hung, Managing Director, Restaurant Finance, Citizens Bank
John E. "Jeb" Ball, Managing Director, Brookwood Associates
10:30 a.m. - 10:45 a.m. Networking Break
10:45 a.m. - Noon Back Office Controls & Measures
  Speaker: Bill Lindsey, Chief Growth Officer, Compeat Restaurant Management Systems
Noon - 1 p.m. Lunch
1 p.m. - 1:45 p.m. Benchmarking Key Restaurant Success Metrics
  Speaker: Nicole Nelson, BDO USA, LLP
1:45 p.m. - 3 p.m. Real Estate Leasing Trends
3 p.m. - 3:15 p.m. Networking Break
3:15 p.m. - 4:15 p.m. GAAP/Lease Accounting
  Speaker: Bill Bishop, Partner, Audit Services, Grant Thornton
4:15 p.m. - 5 p.m. Finance Roundtable
6 p.m. - 8 p.m. Dinner

Friday, June 16

7 a.m. - 8 a.m. Breakfast
8 a.m. - 9 a.m. Wall Street View of the Restaurant Industry
  Speaker: Gregory Francfort, CFA, Vice President, Restaurants Equity Research, Bank of America
9 a.m. - 10 a.m. Restaurant Industry Legislative Update
  Speaker: Cicely Simpson, EVP, Policy & Government Affairs, National Restaurant Association
10 a.m. - 10:15 a.m. Networking Break
10:15 a.m. - 11:15 a.m. Tax Reform
  Speaker: Brandon Carlton, National Tax Principal, EY
11:15 a.m. - 11:30 a.m. Wrap-Up


National Restaurant Association
Member Rate

National Restaurant Association
Non-Member Rate


National Restaurant Association members are entitled to discount registration. Eligible members must complete registration with the email address listed in their member record. To verify your membership, contact membership@restaurant.org


You will receive instructions on how to reserve a reduced-rate hotel room in your registration confirmation email.

ARIA Resort and Casino
3730 Las Vegas Boulevard
Las Vegas, NV 89158
(702) 590-7757

June 13 - $147
June 14 - $127
June 15 - $127
June 16 - $227

Note: A daily resort fee of $44.22 (tax inclusive) is added to all room reservations upon check-in.



Sponsorship registration is open to service or product providers. If you are interested in sponsorship opportunities, please contact Kathie Vu, Vice President, Sponsorship at kvu@restaurant.org or (202) 331-5910.




▲ Back to Top

We're glad you're here!®

® 2012-2017 National Restaurant Association. All rights reserved.

2055 L St. NW, Suite 700, Washington, DC 20036
(202) 331-5900 | (800) 424-5156