PROGRAM DESCRIPTION
Successful companies are built with the future in mind. Whether the next chapter involves continued growth, attracting investment, transitioning ownership, or creating liquidity for shareholders, CFOs play a critical role in ensuring their organizations are prepared for the opportunities and decisions ahead.
A strong financial foundation, disciplined operations, accurate reporting, and strategic planning are essential—not only when a transaction is on the horizon, but in creating long-term enterprise value.
Join investment banking, legal, and finance leaders for a strategic discussion on the many pathways available to companies as they evolve, including employee stock ownership plans (ESOPs), private equity partnerships, management buyouts, public offerings, and other strategic alternatives.
Explore how CFOs can strengthen their organizations today, understand future options, and make informed decisions when opportunities arise. Learn why preparation, valuation readiness, and thoughtful planning are critical to maximizing flexibility and preserving value—regardless of what the future holds.
KEY TAKEAWAYS
- Understand the strategic decisions companies face as they grow, evolve, and plan for the future.
- Learn how CFOs can build enterprise value through stronger financial discipline, operational readiness, and strategic planning.
- Explore various ownership, investment, and liquidity options—including ESOPs, private equity, management buyouts, and public market opportunities.
- Understand what investors, buyers, and lenders look for when evaluating a company’s readiness and value.
- Gain insights into how CFOs can prepare their organizations for future opportunities—even when a transaction is not immediately planned.
- Identify common challenges that can limit flexibility, valuation, or strategic options and learn how to address them early.
SPEAKERS
Thomas DeFabrizio | CFO | Impellam Group
Thomas DeFabrizio, CPA, MBA, CGMA, MSA, is CFO, Americas at Impellam Group, where he leads finance for a $650 million workforce solutions business. He has more than 20 years of experience across PE-backed and public companies in workforce solutions, technology, professional services, and distribution. His background spans FP&A, controllership, working capital, M&A, value creation, finance transformation, and AI-enabled finance. Thomas is a corporate officer and executive leadership team member, a Georgia Titan 100 honoree, GenCFO Finance Leader of the Year International, non-UK, and an Atlanta Business Chronicle CFO of the Year finalist. He is also a frequent speaker and panelist on finance leadership, transformation, and AI-enabled finance.
Lisa Taranto | Chief Accounting Officer | AireSpring
Lisa Taranto is Chief Accounting Officer of AireSpring, and she brings more than two decades of financial leadership across both public and private organizations in the communications and technology sectors.
Taranto most recently served as Chief Accounting Officer at Nitel (Comcast Business), where she led finance, billing operations, strategic planning, and treasury management, significantly enhancing the company’s financial performance.
Prior to Nitel, she held the position of Chief Financial Officer at Digital Fortress Data Centers and Colocation, followed by CFO at Resurgence Infrastructure Group where she established robust financial systems for the company’s colocation and dark-fiber infrastructure division.
Earlier in her career, Taranto spent 12 years at Fusion Connect as Vice President Finance and Principal Accounting Officer, where she led financial operations and SEC reporting during a period of exponential growth.
She also held financial leadership roles at TEOCO, Sprint/T-Mobile, and Verizon Business—where she directed global financial operations and IT revenue systems, demonstrating a consistent record of leadership and innovation in high-stakes environments.
Founded in 2001, family owned and operated AireSpring is an award-winning global managed services provider that designs and deploys customized managed IT, connectivity, networking, security, mobility, and unified communications solutions. Trusted by thousands of enterprises and partners worldwide, AireSpring delivers fully managed, end-to-end solutions with a proprietary global backbone and award-winning support.
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SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
