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X-WR-CALDESC:Events for CFO Leadership Council
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DTSTART;TZID=America/New_York:20260924T073000
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SUMMARY:Atlanta CFOLC Presents: The Future of Capital: How CFOs Should Prepare for 2027 and Beyond
DESCRIPTION:PROGRAM DESCRIPTION\nThe capital markets landscape is evolving rapidly. Changing interest rates\, shifting debt availability\, increased competition for capital\, and new financing alternatives are forcing CFOs to rethink how they fund growth and allocate resources. \nHow should CFOs position their organizations for growth when the cost\, availability\, and sources of capital continue to evolve? As organizations plan for 2027 and beyond\, finance leaders must make critical decisions about where to invest\, how to balance short-term priorities with long-term strategy\, and which sources of capital best align with their business objectives. \nJoin a diverse panel of CFOs and capital market experts for a forward-looking discussion on the future of corporate finance. Panelists will share perspectives across public and private companies\, exploring how leaders are approaching capital allocation\, evaluating financing options\, managing uncertainty\, and preparing their organizations for the next phase of economic change. \nFrom traditional debt markets to private capital and emerging sources of funding\, this discussion will examine what CFOs need to know to make smarter capital decisions in a rapidly changing environment with capital allocation\, market dynamics\, and strategic decision-making needed. \n\nKEY TAKEAWAYS\n\nUnderstand how changing capital markets\, interest rates\, and debt availability are shaping CFO decision-making for 2027 and beyond.\nGain insights into how leading CFOs are approaching capital allocation decisions across short-term needs and long-term strategic investments.\nExplore the evolving sources of capital available to companies\, including public markets\, traditional lending\, private capital\, and alternative financing options.\nLearn how CFOs are balancing growth opportunities\, risk management\, and financial flexibility in an uncertain environment.\nHear diverse perspectives from finance leaders on how organizations are preparing for potential market shifts and positioning themselves ahead of competitors.\nDevelop a stronger understanding of how to build a capital strategy that supports resilience\, growth\, and long-term enterprise value.\n\n\nSPEAKERS\nDavid Damiani | CFO | Balentine\n \nDavid Damiani\, CFA is Balentine’s Chief Investment Officer. David brings his expertise to bear as Chair of the Investment Strategy Team\, overseeing the development and implementation of investment policies and leading the firm’s institutional management business. He is also a founding partner of Balentine and a member of the firm’s Management Committee. \nDavid’s innovative views on liquidity management as a risk management tool have been recognized by the CFA Institute in the article “The Case for Cash.” He regularly shares insights about investment philosophy and leadership as a contributor to Inc. Passionate about educating the next generation\, David is a guest lecturer at the University of Georgia and serves on the Finance Board. As a member of BlackRock’s RIA CIO Advisory Council\, he works with the country’s premier investment professionals to help drive innovation and leadership. \nJoelle Fox | CFO\, Operating Partner | Tech Square Ventures\n\nJoelle Fox is the CFO & Operating Partner for Tech Square Ventures. Being raised in a highly competitive family\, Joelle took her father’s experience playing minor league baseball for the Cubs\, along with his time as a finance executive\, and applied it directly to her own career in the business world. \nAfter studying finance and accounting at the University of Tennessee\, Joelle joined PwC as an auditor. Following nearly a decade at the firm\, she transitioned into the world of startups\, helping accelerate growth through M&A transactions. She joined iXL\, an internet services company that grew to over $400M in annualized revenue and completed an IPO during the dot-com era. While there\, she led financial due diligence on iXL’s 40 acquisitions\, with her first acquisition target being Blake Patton’s company\, Swan Media. \nLooking to get into earlier stage startups\, Joelle joined Velocity Medical Solutions which commercialized technology developed at Emory University in the oncology space. Sitting alongside a team of scientists\, engineers and medical professionals\, she was the first business-oriented person at the company. She helped lead the company’s growth to 30+ employees and an acquisition by Varian Medical Systems\, where she worked post-acquisition. \nJoelle joined TSV after a gathering with Blake\, Bill Nussey\, and other members of the iXL group whose relationships formed years ago. As CFO and Operating Partner\, Joelle manages operations\, treasury\, fund administration and accounting\, supports the investment process\, and assists portfolio companies with financial and operating strategies. \nOutside of work\, Joelle likes to apply her competitive nature to fitness\, travel and any adventures her friends and family want to pursue. \nHarrison Lance | Head of Capital Markets\, Southeast Region | NYSE\n\nHarrison Lance is the Head of Capital Markets\, Southeast for the NYSE\, and he works with companies at the moment where ambition meets the market. \nAs Head of Capital Markets for the Southeast at the New York Stock Exchange\, his role is to help founders\, executives\, and investors navigate the transition from private conviction to public trust. \nBefore joining the NYSE\, he represented the United Kingdom across the United States in trade and investment\, an experience that made one thing clear:\nCapital follows narrative. Not hype\, but clarity\, discipline\, and credibility sustained over time. That same principle defines the public markets. The companies that succeed in going public are not simply those that need capital\, they are those that can articulate\, defend\, and deliver a story the market believes. \nHe is an Atlanta native and graduate of Georgia’s senior leadership academy and one of the nation’s 6 federally designated Senior Military Academies. He received his certificate in Private Equity through Oxford University\, and his certificate in Economics of Foreign Policy from the British College of Diplomacy – both of which I use as a professor of Global Economics at Georgia Tech. He has spent his professional career largely in the financial services and government\, receiving accolades throughout. In addition to experience in the corporate world\, he has started several businesses\, successfully exiting a number of them. After running for the State Senate in Georgia\, he continued his focus on helping my community through involvement in various non-profits. \nScott Sherman | Partner | Nelson Mullins \nScott practices in complex business litigation and securities litigation and serves as co-chair of the firm’s Securities and Corporate Governance Litigation Group. Scott\, ranked by Chambers in Securities Litigation\, represents public companies\, directors\, and officers in securities class actions and derivative lawsuits and represents special litigation committees as well as companies and individuals involved in U.S. Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) informal and formal enforcement proceedings. Scott also assists clients in the defense of ERISA litigation matters. He also represents companies and individuals in complex commercial and general business litigation matters including contract disputes\, business divorces\, and internal disputes among members and partners\, as well as professional negligence matters related to the accounting industry. As part of this legal representations\, Scott also handles litigation matters involving ERISA for his clients in jurisdictions throughout the country. \nAdditionally\, Scott handles financial services litigation and arbitrations\, such as representing investment banks\, private equity funds\, accounting firms\, as well as broker-dealers\, registered representatives and investment advisors in arbitrations and court proceedings. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n 

View Event Details: https://cfoleadershipcouncil.com/calendar-event/atlsep2026/
URL:https://cfoleadershipcouncil.com/calendar-event/atlsep2026/
LOCATION:Nelson Mullins (Atlanta)\, 201 17th St NW 17th Floor\, Atlanta\, GA\, 30363\, United States
CATEGORIES:In-Person Chapter Program
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