CFO Leadership Council News

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

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...

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...

Pitching to Win: 10 Essentials for Winning Over Investors

As a startup trying to secure funding, the investor pitch is paramount. It is your first (and if done right, not your last) shot at winning over potential investors. While stepping into the shark tank can make even the most confident business leader or CFO sweat, preparation and a perfect pitch deck can set you up for success. In April 2018, Mindy Barker, CEO of Mindy Barker and Associates, and steering committee member of our Jacksonville chapter, led an engaging discussion for our members on this very topic. Mindy taught us how to win over investor confidence and we learned

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,

Professional Development Has Never Been More Convenient– Just Dial In And Join Us!

Because we're an organization that prides itself on offering the best options for professional development and networking opportunities, adding value to your CFOLC membership is important to us.  To adhere to this promise, we are proud to announce a new series of exclusive "members only" resources: our monthly Problem Solving Forums and quarterly Ask The Expert Calls.  These one hour phone sessions will give you the chance to connect, learn, and exchange ideas on a variety of current trends and topics. Taking place at 12 pm (EST) on the first Wednesday of every month, our Problem Solving Forums will include

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