PROGRAM DESCRIPTION
As organizations grow, so do the demands on the finance function. Today’s CFOs must make critical decisions about succession planning – when to expand their teams, which capabilities to add, and how to balance investments in people, processes, and technology.
Whether preparing for rapid growth, private equity investment, an acquisition, or a future exit, building the right finance organization at the right time can significantly influence business performance and enterprise value.
Join accomplished CFOs for a practical discussion on the milestones that signal it’s time to strengthen your finance team, the roles that create the greatest impact, and how AI and automation are reshaping the future of finance talent. Hear firsthand lessons on succession planning, organizational design, and building a finance function that can scale with the business.
KEY TAKEAWAYS
- Recognize the milestones that indicate it’s time to expand your finance organization.
- Learn how leading CFOs prioritize hiring across controllership, FP&A, treasury, tax, and operational finance.
- Understand how AI and automation are changing the structure, skills, and responsibilities of finance teams.
- Explore succession planning strategies that build organizational resilience and leadership continuity.
- Develop a roadmap for creating a finance organization that supports growth, financing, acquisitions, and future exit opportunities.
SPEAKERS
John Oakley | CEO/CFO | Revian
John Oakley is the Chief Executive Officer and Director for REVIAN. With a 30-year career focused on scaling businesses, John Oakley has a distinguished history of leading companies through periods of rapid growth and success. His experience spans both public and private sectors, including roles at Flanders Corporation, Nexxus Lighting, Cleaver-Brooks, and Home Meridian International.
Patricia Sumrell | Chief Financial Officer | Smith Anderson
Patricia Sumrell serves as the firm’s Chief Financial Officer and brings more than two decades of experience leading financial and administrative functions within various industries, including technology, health care, and professional services. Patricia began her career in a “Big Four” public accounting firm. She is passionate about streamlining and automating financial business processes, tools, and infrastructure to drive more efficient operations and scale for growth.
Patricia is a Certified Public Accountant and a Chartered Global Management Accountant. She received her Masters in Accounting from UNC Kenan-Flagler Business School and is a member of the American Institute of Certified Public Accountants (AICPA), North Carolina Association of Certified Public Accountants (NCACPA), and the Society for Human Resource Management (SHRM).
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SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
