CFO Leadership Council News

Our published resources, news, and upcoming events, all in one place!

The Indispensable CFO: Viewpoint From Angela Tise, National Membership Chair & Northeast Regional Director

Coming up on December 11th in our NYC chapter, we are holding a discussion that I know will be quite interesting – the topic is on The Indispensable CFO.  This title made me think to myself, what does a CFO ( or financial executive headed toward this position) have to...

Spotlight on Information Technology

“It wasn’t so many years ago that pre-acquisition assessments of a company’s technology were limited to check-the-box activities”, reflected Patrick Moroney, Chief Information Officer (CIO) of Central States Funds and previously CIO of several private equity-backed...

Opening the Door to Acquisitions – Identifying and Engaging with Sellers

Some companies pursue growth through acquisitions by initiating a search for potential targets suited to their strategy.  Other firms may be prompted to consider acquisition by seeing potential in a company they already do business with (or compete against). Whether a...

3 Skills Today’s Finance Leaders Need

The job description of the modern CFO has certainly changed in recent years. A chief financial officer no longer just crunches numbers and looks at financial statements all day. As traditional finance work continues to make the rapid shift to digital, transactional...

How the #MeToo Movement is Changing Sexual Harassment in the Workplace

The climate of the workplace is ever-changing, but a recent shift that was spurred by the #MeToo movement is making it extremely important for companies and employees to pay even closer attention. With numerous states enacting new laws and legislation to respond to...

Demonstrating Resilience and Adaptability in Changing Times

Every business landscape can prove challenging to navigate, but in today’s climate demonstrating resilience and adaptability is key when times get tough. At the 2018 CFO Leadership Conference, Rebook’s Craig Thornton, Vice President of Finance, and John Lynch, Vice...

Spotlight on Information Technology

“It wasn’t so many years ago that pre-acquisition assessments of a company’s technology were limited to check-the-box activities”, reflected Patrick Moroney, Chief Information Officer (CIO) of Central States Funds and previously CIO of several private equity-backed industrial and healthcare companies.  “Meantime, the level of connected-ness among a company’s operations, financial results, and its information systems has completely changed that.  Acquirers must consider the increasing dependency of all organizational functions on technology as digitization and a globally-pervasive internet raising competitive standards.  The thoughtfulness of a target’s technology strategy (or its absence) can provide leading indicators of post-closing surprises that could make-or-break

Opening the Door to Acquisitions – Identifying and Engaging with Sellers

Some companies pursue growth through acquisitions by initiating a search for potential targets suited to their strategy.  Other firms may be prompted to consider acquisition by seeing potential in a company they already do business with (or compete against). Whether a potential acquisition surfaces through deliberate efforts or opportunistically, there are several important ways that a CFO can contribute to an acquirer’s success in the early days of identifying and engaging with potential sellers: A network that provides connections to potential sellers Informed speculation about a seller’s financial expectations and requirements for a deal Early assessment of a seller’s preparedness

Mindy Barker, CFOLC Co-Chair, Announces Release of Finance Book, Pitching To Win

Mindy Barker of Barker Associates and Co-Chair for The CFO Leadership Council's Jacksonville chapter, has announced the release of her new book Pitching to Win: Strategies for Success. Drawing on Barker’s extensive experience working in private equity and financial management, the book offers practical advice for pitching a business to investors, including how to get a company infrastructure-ready and how to create pitch materials.  Barker recently hosted a webcast for CFOLC members, sharing her expertise on the subject. Barker developed the idea for the book after seeing the need for a broader understanding of the process of selling a business and

Creative Leadership Skills for the Current Climate

Being a leader is a commitment. You are charged with guiding and supporting your team through the good times and the bad. Creative leaders can make enormous contributions through a focus on concentration and self development. So what does this mean exactly? During a recent webcast with Steve Wolff, a CFO for healthcare, technology & SaaS companies, as well as co-chair of our Chicago chapter, breaks down why it’s so important for leaders to commit, contribute and concentrate. He also shares top tips for improving your leadership skills in today’s current climate. Pro tip: Leaders provide one another calculated and

On The Spot Networking from Boston member Joyce Welsh, CFO, BrightWork

Are you ready to network on the spot in any situation? We all know that person who seems to fall into perfect opportunities over and over… the reason for their “luck” is that they are ready to network at a moment’s notice, so when the perfect opportunity presents itself, they are ready to go.   Well, little did I imagine that my driveway would set the stage for four sets of people and countless opportunities to be realized. The Players: My husband and yours truly Two founders of a local non-profit My realtor, his wife, and their son My son

Making A Difference ~ Supply And Demand Re-Imagined from Boston member Joyce Welsh, CFO, BrightWork

  If you’re like me, you are pretty fulfilled in your career, but there is still a desire to do... more. Do you ever sit at your desk wishing that your role might help the greater good?  I used to imagine that someday I could run a charity, work for the Red Cross in an impoverished country, or help provide computers to children who could not afford them. I wanted to add a contribution to the world, but where could I find the time in my daily life? I had a family and commitments and responsibilities. There was no way I

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Our published resources, news, and upcoming events, all in one place!