PROGRAM DESCRIPTION
The right leadership team can accelerate growth, transform an organization, and create significant enterprise value. The wrong hire can be one of the most expensive mistakes a company makes.
As organizations navigate a competitive labor market, rising compensation expectations, increased healthcare costs, and evolving workforce demands, CFOs play a critical role in evaluating talent investments and ensuring the organization has the leadership capabilities needed for future success.
Join executive leaders and finance professionals for a strategic discussion on how CFOs approach major talent decisions—including C-suite hiring, executive compensation, succession planning, retention strategies, and workforce investments. Explore how companies identify the right leaders, successfully onboard high-impact executives, address turnover challenges, and build cultures that keep top talent engaged.
This conversation will examine the broader labor market, the true cost of turnover, and how CFOs can partner with CEOs and boards to make smarter investments in people while balancing financial discipline and long-term growth.
KEY TAKEAWAYS
- Understand the financial impact of executive hiring decisions and why the right leadership investment can accelerate business performance.
- Learn best practices for recruiting, onboarding, and integrating C-suite executives into the organization.
- Explore how CFOs evaluate the ROI of talent investments, compensation strategies, and leadership development.
- Gain insights into current labor market trends and the challenges organizations face in attracting and retaining critical talent.
- Understand the hidden costs of turnover and strategies to improve retention of high-performing employees.
- Discover how CFOs can partner with CEOs, boards, and HR leaders to build a workforce strategy aligned with business goals.
SPEAKERS
Brittney Bauman | Managing Director and CFO, StepStone Private Wealth Solutions | Private Wealth Solutions | Corporate Finance
Brittney Bauman is a Managing Director of StepStone Group and Chief Financial Officer of StepStone Private Wealth. She oversees the finance function for one of the firm’s fastest-growing businesses, responsible for financial management and strategic planning, helping drive growth, operational excellence, and long-term value creation across the private wealth platform. She works closely with executive leadership on business strategy and operations, capital allocation, vendor governance, organizational scaling, technology transformation and key strategic initiatives.
Prior to joining StepStone, Ms. Bauman was a Director at PricewaterhouseCoopers LLP, where she served some of the firm’s largest financial services clients across the banking, insurance, asset management, and wealth management sectors. During her tenure, she led and supported clients through complex transactions, divestitures, implementations, and other technical accounting matters while working in both New York, NY and Charlotte, NC. She brings 20 years of experience in financial services.
Ms. Bauman holds a BS in Accounting from Florida State University and an MBA from the University of South Florida. She is a licensed CPA in North Carolina, New York and Florida.
She lives in Charlotte, NC with her husband and their three young children. She remains active in the community through The Junior League of Charlotte, Charlotte Seminole Club and St. Gabriel Catholic School and Church.
Matt Doherty | Business Coach, Vistage Chair & Motivational Speaker – Vistage Worldwide | Inc & Doherty Coaching
Coach Matt Doherty is a nationally recognized executive coach, keynote speaker, and best-selling author. He played on the 1982 National Championship team at the University of North Carolina at Chapel Hill alongside Michael Jordan, later served as Head Coach at the University of Notre Dame and the University of North Carolina at Chapel Hill, and was named AP National Coach of the Year in 2001. After facing a very public professional setback, Coach Matt turned that experience into the foundation of his work with executives.
Today, through Doherty Coaching, he partners with CEOs and senior leadership teams to build alignment, strengthen culture, and execute with discipline. He is also the author of “Rebound: From Pain to Passion – Leadership Lessons Learned” and the “Time Out Journal.”
In addition to his executive coaching work, Coach Matt currently leads a dental leadership cohort focused on helping dental practice owners grow their businesses, strengthen their teams, and lead with greater clarity and accountability. He also hosts a podcast, where he shares practical leadership and business insights for dental professionals.
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SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
