Events

We are very excited to present what we believe will be an outstanding Mid-Atlantic CFO (MACFO) event:

We are thrilled to welcome Tricia Tolivar, CFO of CAVA. Ms. Tolivar will present the CAVA story – its founding, challenges, and strategies leading to its fast paced growth, all to achieve CAVA’s mission to bring heart, health and humanity to food. 

We are also thrilled to provide an outstanding discussion on ESOPs, with ESOP consultant Ryan Staton, Managing Director of StatonWalsh, discussing the benefits and challenges, and the ins and out of ESOPs, and two real life ESOP company stories presented by David Palmer, CFO of Cummins Wagner, and Scott Corey, Vice President of Finance of Key Technologies.

Please join us for what will surely be a fascinating and thought provoking discussion.

Event Details

Thursday, October 17, 2024

1:30 p.m. - 4:30 p.m.

No Cost, 3 CPE Hours 

Schedule

Networking:

1:30 p.m. - 2:00 p.m.

Discussion:

2:00 p.m. - 4:30 p.m.

Location

Maryland Center for Housing

11825 W. Marketplace

Fulton, MD 20759

Meet the Speakers

Tricia Tolivar | CAVA

Chief Financial Officer

Tricia Tolivar is a senior financial leader with over 30 years of experience assisting public and privately held retail and restaurant companies transform and grow their businesses. Tricia’s career encompasses achievements in driving radical change in financial management processes in growing and mature global business environments, leading transformational outcomes with high performing teams and guiding successful explosive growth in multi-unit expansion efforts. She is also qualified to serve on audit committees as a financial expert.

Currently, Tricia is the Chief Financial Officer of CAVA, a fast-growing fast casual restaurant brand with nearly $1B in revenue. She has held CFO and Chief Accounting Officer roles in domestic and international organizations. Tricia has led a highly successful IPO launch with continued positive performance. She has also been significantly involved in executing multiple acquisitions as well as divestiture activities. Tricia has navigated challenging activist, debt holder and investor environments successfully.

Tricia was the leader of the second largest division of a Fortune 500 company where she was responsible for sales and operations of over 2,000 locations as well as the design and implementation of the strategic direction of the business. Tricia has also led marketing, technology, supply chain, operations, manufacturing, CPG, and legal at various points in her career. Her experience includes vertically integrated operations at two organizations including oversight of the design, build and operations of a $35M state of the art manufacturing facility. She was a key member of internal management committees including ESG, Enterprise Risk Management and Information Technology. 

She started her career in public accounting at EY, where she spent 6 years with increasing responsibility. She provided professional services to public and privately held companies in the manufacturing, consumer, and retail sectors.

She received her bachelor's degree in Accounting from Emory University.

Ryan Stanton | StantonWalsh

Managing Partner/Director of Business Planning

Ryan Staton is a leading expert in business exit planning and a trusted ESOP consultant, known for helping business owners develop customized strategies that ensure smooth transitions and lasting legacies. His commitment to delivering exceptional advice has earned him a well-deserved reputation in the industry. With certifications including Certified Exit Planner (CExP), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), and an MBA, Ryan combines his expertise with a personable approach. His deep understanding of ESOPs and complex exit strategies makes him the go-to advisor for entrepreneurs seeking to maximize the value of their business.

David Palmer | Cummins-Wagner

Vice President & CFO

David Palmer is Vice President and CFO of Cummins Wagner, a venerable Baltimore distribution company that is one hundred percent ESOP owned. Mr. Palmer has been an integral part of Cummins Wagner’s growth, having successfully led the company through several key acquisitions. Mr. Palmer also serves on the board of directors of Insource Software Solutions and Key Technologies.

Scott Corey | Key Technologies

Vice President of Product Development

Scott co-founded Key Tech and is an Electrical Engineer by training. He has over 30 years of experience in the design and development of medical devices including extensive experience in the design of micro and nanofluidic devices and ultrasound. He and his co-founders steadily grew Key Tech from a 2-person company to over 80 people in the last 25 years. As a founder of a small company, he wore many hats. When not leading design teams one of his chief responsibilities was the accounting and finance side of the business. Today his primary focus is leading the accounting and finance team.

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