CFO Leadership Council News

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

Survey: Nearly Half Of CFOs Don’t Have A Succession Plan

Most Say It's Because They're Not Planning to Leave Soon ~ A recent news release submitted by our sponsor Robert Half.   Change management is always a major concern for organizations, but few challenges are more disruptive than an executive departure. In a new survey...

Driving Business Agility in A Digital World

During the last decade or more, the business world has officially moved into a new and exciting digital age. With intelligent or “extreme” automation on the forefront of many company’s agendas, CFOs have to be prepared for this shift that has already begun taking...

Wide, Wide World of Due Diligence

An acquisitions attorney took a rather frustrated call from his client following the completion of an acquisition, with the awkward question regarding a particular operational surprise: “Why didn’t you think of that?”  It’s easy to imagine that the client had earlier...

Divide & Conquer

Divide & Conquer An excerpt from the book The Transition Game, written by CFOLC member Greg Olney. For more information on Olney, scroll down. The “Divide & Conquer” strategy can be a good thing if you’re talking about an algorithm set in recursion to divide a problem...

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...

Founding Member & Co-Chair of the Orange County CFOLC Nominated Once Again!

As founding member and co-chair of the Orange County CFO Leadership Council, Guita Sharifi has help build the foundation and growth of the Southern California local chapter of a leading professional association whose mission is to empower senior financial executives.  In her important role, she has acted as a mentor to many other CFO members of this burgeoning organization. Guita also works to develop effective executive programming annually to assist CFOs in bettering their businesses. This year, the Orange County CFO Leadership Council congratulates co-chair Guita Sharifi on her 6th consecutive-year nomination for CFO of the Year from Orange County

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 do to be recognized as indispensable; how does one develop h/herself to be Indispensable in this current culture? While CFO’s across all organizations demonstrate strong financial acumen and functional expertise, the most successful CFO’s acknowledge the need to leverage competencies beyond financial oversight that align with the tenets of their organization’s strategy,

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

It’s Here! CFOLC Launches Brand New Website

The CFO Leadership Council has some exciting news we’d like to share. Our website, www.cfolc.com, has been completely redesigned and upgraded. Beyond the fresh new look, some of the improved features include: •    Comprehensive and customizable calendar of CFOLC events in the US and Canada; •    Easily accessible resources and trending articles; •    Members-only access to our content library of webcasts, blog posts and video recordings of select programs; •    Simpler platform for engaging with your peers, both in-person and online; and •    Extensive membership benefits section making it easier than ever to join. “We’re excited to offer the finance

Maximize Your Membership With Our Virtual Round Table Discussions

Adhering to our commitment to 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,

Ready For Some New Perspectives?  Get Set For Our Fall Programs And Four Newest Chapters.

To us, autumn is a time for renewal, from memberships and refreshed educational content to chapter expansion.  And, this season, we are right on target with everything, including our newly established roots in Charlotte, Detroit, San Francisco, and the Silicon Valley.  For more than a decade, our promise to you has been to provide the best professional development and networking options and, year after year, we continue to deliver this mission with a variety of programs that serve to empower you as financial executives.  As we continue to adhere to this goal, we have been busy all summer, with your

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