Adhering to our commitment going-global.jpgto provide unparalleled professional development opportunities, we excited about our new series of exclusive “members only” resources: our monthly Problem Solving Forums and quarterly Ask The Expert Calls.  These “virtual round table discussions” consist of phone sessions, perfect for exchanging ideas on a variety of current trends and topics.

Taking place at 12 pm (Eastern Time) on the first Wednesday of every month, our Problem Solving Forums kicked off on October 4, with Private Equity Sponsors.  Led by Jeff Martini, a member of our Houston chapter and the Chief Operating and Finance Officer at Hicor Technologies, discussion highlights included pitching to investors, understanding investors’ needs, preparing for a successful exit, and maximizing exit value.  Then, on November 1, New York chapter member, Bruce Cooperman, Managing Partner at Nereus Advisors, offered his expertise on the subject of The CFO As A Consultant – What Are The Pros & Cons?  Topics highlights included the benefits of taking on a consulting role rather than a permanent position, as well as the best ways to utilize CFOs as consultants to generate the greatest success. 

And, there’s more! Working With Executive Teams On Company Growth And Developing Exit Strategies  is scheduled for Tuesday, December 12 and will be led by Houston chapter member Mike Dansby, VP of CFO Services at Consero Global, LLC .  Register now to take advantage of Mike’s valuable input as a discussion facilitator.

Also on our agenda are Ask The Expert Calls, which include tidbits of advice straight from our esteemed sponsors and in-house experts.  Most recently, our members raved about Oracle Netsuite’s October 25th discussion on Preparing For ASC 606, as well as Randstad/Tatum,’s October 27th forum on Building Trust.  In addition, as we look ahead, we will be offering many more interesting topics, including Habits Of Highly Effective CFOs, led by CFO Leadership Council founder Jack McCullough on January 19, followed by Integrated Revenue Cycle on February 20.  Both calls are scheduled to begin at 12:00 pm, Eastern Time.  Registration has already begun for Habits of Highly Effective CFOs,  so make your reservation today. 

We also invite you to join us on Friday, December 1 at 12:00 pm, Eastern Time, for our next Make The Most Of Your Membership Call, hosted by our Membership Chair and Northeast Regional Director Angela Tise. Designed to address all of your questions and benefits, these calls will help you to navigate through our membership portal and give you an overview of all of our resources.  Don’t miss this valuable briefing.  Register now

To learn more about any of our past discussions and upcoming topics, take a look at our National Members Only Calls page on our website. In the meantime, if you would like to lead a discussion in the near or distant future, please contact Angela Tise at As the facilitator of these calls, she welcomes and encourages your expertise and experience.   Of course, even if you are not available to be a discussion leader, we strongly encourage you to join as a participant.  Current members can register  easily via our member portal.  As we like to emphasize – the best professional development resources start with your peers. 

Take advantage of everything that we have to offer!  Contact Angela now and find out which options are right for you.