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Charlotte Chapter

Since 2006, The CFO Leadership Council has served to empower CFOs within a wide range of industries.  Now, as we expand even further, we are pleased to announce the official launching of our Charlotte chapter.

Chapter Events

National Events

July 31, 2024
  Virtual

The Continuous Close: A Remedy for Month-End Stress

1:00-2:00 pm EDT
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Thursday, August 1, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For Professional Services CFOs

1:30-2:30 pm EDT
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Monday, August 5, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For Contract CFOs

1:30-2:30 pm ET
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Tuesday, August 6, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: Next Generation CFOs

1:30-2:30 pm ET
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August 7, 2024
  Virtual

Three Ways to Future Proof Your Tax Compliance Strategy

1:00-2:00 ET
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August 8, 2024
  Virtual

CFO Insights Series: AI & The Modern CFO – Latest Developments

1:00-2:00 pm EDT
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Tuesday, August 13, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: Generative AI for CFOs

1:30-2:30 pm ET
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Tuesday, August 20, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For VC/PE Backed CFOs

1:30-2:30 pm ET
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Thursday, August 22, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: Women’s Leadership | Salary Negotiations

1:30-2:30 pm ET
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Tuesday, August 27, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For Gaming Industry CFOs

1:30-2:30 pm ET
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August 28, 2024
  Virtual

Proven Strategies to Lower Health Plan Costs

1:00-2:00 ET
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Thursday, August 29, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For Technology CFOs

1:30-2:30 pm ET
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Friday, September 6, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For DTC/E-Commerce CFOs

1:30-2:30 pm ET
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Monday, September 9, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For Life Sciences CFOs

1:30-2:30 pm ET
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Friday, September 13, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For NetSuite Users

1:30-2:30 pm ET
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Monday, September 16, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For Manufacturing Company CFOs

1:30-2:30 pm ET
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Friday, September 20, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For Large Company CFOs

1:30-2:30 pm ET
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Monday, September 23, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For Not-For-Profit CFOs

1:30-2:30 pm ET
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Friday, September 27, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: Women’s Leadership – SWIFTYNOMICS: Women in Today’s Economy

1:30-2:30 pm ET
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Monday, September 30, 2024
  Virtual

MEMBERS ONLY MASTERMIND GROUP SERIES: For Contract CFOs

1:30-2:30 pm ET
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Oct 7-9, 2024
  Dallas, TX

CFO Leadership Conference: Fall 2024

All Day
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Oct 28-30, 2024
  New York City

Finance & Accounting Technology Expo

All-Day
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June 2-4, 2025
  Boston, MA

CFO Leadership Conference: Spring 2025

All Day
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charlotte Advisory Board

Exceptional. Diverse. Financial-Fixers. This group is out-of-this world.

Meet and connect with the team below.

Contacts

Jennifer-Langley

Jennifer Langley
Southeast Regional Director

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Caroline-Boyce

Caroline Boyce
Community Director

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Gina-Reilly

Gina Reilly
Communications & Events Manager, The CFO Leadership Council

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Co-Chairs

Blair Habuda

Blair Habuda
CFO, Five9

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Tommy Page
Co-Chair Charlotte Chapter, CPA, CFO, Carolina Bottling Company

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Board
Members

Kevin Murphy
CFO Advisor, Quest

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Kimberly Zeitvogel
Head of Finance, StepStone Private Wealth

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Les Lambert
Market Executive, Commercial Banking, Bank of America Merrill Lynch

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Mark Abrahm
CFO, Fortified Data

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Mike-Bork-3

Mike Bork
Certified Business Performance Advisor, Insperity

Linkedin

Peter Chrobak
CFO, Duncan-Parnell, Inc.

Linkedin

Rhyne Cannon
Business Development Director, BDO

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Ryder Witter
Employee Benefits Consultant, USI Insurance Services

 

Linkedin

SK Valentine
Director of Consulting Services, Vaco

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Terry Coelho
Board Member, Audit Chair, Inotiv & HOOKIPA Pharma; CFO Gamida Cell

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Chapter Sponsors

We are honored to be aligned with the following industry experts.
Interested in becoming a partner? Let’s chat! Visit our partner page for more information.

JOIN OUR GROWING COMMUNITY

Our community of 2,500+ CFOs and leading finance executives are advancing their companies’ goals, improving their departments, supporting their staff and enhancing their careers.

$ 475 Per Year
  • Live Chapter Events
  • Virtual National Events
  • Access to CFO Connect and Online Resources
  • Discounts to Conferences, and more!
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