CFOLC Members-Only Archived Webcasts

Please note that CPEs are not currently offered for our recorded conversations.

Recent Presentations & Recordings

Transition From FP&A to BP&A

Dominic Canuso, EVP & CFO, WSFS Bank
Aaron P. Klein, Director of BP&A WSFS Bank
May 29, 2019 12 pm ET

 

Overview

The role of the CFO is rapidly shifting from a strictly financial role to a strategic business partner. CEO’s and Boards look for their CFO to provide analysis and insights that support business strategy and growth decisions. CFO’s need to re-focus their teams to meet these changing expectations. Transitioning from the traditional FP&A approach to a BP&A function is a critical step. FP&A often focuses on budgeting and planning for the short-term, using historical results to drive current year budgets. In contrast, BP&A incorporates business drivers with a greater focus on long-term strategic goals and revenue growth. BP&A partners with businesses to create plans that reflect underlying business processes and market dynamics.
In this interactive session, you will l learn:
• How BP&A can deliver deeper insights and analysis
• Fundamental platform – BP&A vs. FP&A
• How to take the BP&A approach to other areas of Finance, e.g., Treasury, Acctg & Systems

About The Speakers
Dominic Canuso, EVP & CFO, WSFS Bank is an experienced leader with a proven track record of strong and sound financial business partnering with effective and strategic thought leadership. He is a trusted consultant to business partners, enabling better decisions through balancing strategic priorities, financial commitments, and risk appetite. His current responsibilities include and extend beyond core CFO functions, into business strategy, organizational structure, and operational direction.

Aaron P. Klein joined WSFS in 2015 as SVP of Finance, and currently serves as Director of BP&A. He leads the company’s corporate planning, reporting and analysis, and leads the production of the company’s annual proxy and quarterly earnings release. Prior, Aaron was a leader at GSI Commerce (acquired by eBay) and Channel Intelligence (acquired by Google). Aaron earned a BS in Accounting from Grove City College and a MBA from Penn State’s Smeal College of Business. He is a CPA.

1 CPE offered to CFOLC members only. Visit www.cfolc.com for details.

The Future is Now – The Agile Leader™

Cheryl Jacobs, SVP, Executive Coach, Leadership Developer & Facilitator, MCG Partners
Chuck Mollor, Founder, CEO & Executive Coach, MCG Partners
May 7, 2019 1 pm ET

 

Overview

In a time of rapid innovation, current markets reward organizations that have the capacity and willingness to adapt. Market leaders have established cultures and management approaches that encourage creativity and rapid innovation, better known as agile. Our sponsor, MCG Partners, has developed a breakthrough approach to help companies develop and transform leaders from the inside out: The Agile Leader.™

In this interactive session, you will understand:
• Agile & its short history and practices
• Why companies are using it for rapid innovation & fast market adaptation
• 5 key drivers to agile leadership and 10 leadership competencies to change how organizations work and get work done

About Our Speakers:
Cheryl Jacobs, SVP, Executive Coach, Leadership Developer & Facilitator, MCG Partners
With over 20 years’ experience leading teams and organizations to sustainable success, Cheryl develops/delivers a broad spectrum of customized training and development programs. She specializes in employee and leadership effectiveness, succession planning, organizational innovation, change and alignment. Cheryl is a Harvard Business School executive coach providing coaching and advisory services to attending global executives.

Chuck Mollor, Founder, CEO & Executive Coach, MCG Partners
For over 30 years Chuck has advised, coached and consulted executives and organizations across industries, start-ups to the Fortune 500, and not-for-profits. Chuck develops leaders, current and potential C-level executives, aligns and optimizes leadership teams, and helps create a leadership culture reflective of the purpose and vision of the organization. As a Harvard Business School executive coach, he provides coaching and advisory services to attending global executives.

CPEs (For current CFOLC members only)
Instructional method: Group-Internet-Based
Recommended CPE: 1 CPE credit in Personal Development
Experience Level: Basic
Prerequisites/advance prep: None
Full NASBA CPE disclaimer can be viewed here https://bit.ly/2Vk1Ukq

Creating Value with Finance Nearshore Outsourcing: Why CFOs Should Take a Closer Look

Eric Liebross, Senior Managing Director, Operations, Auxis
April 17, 2019 12 pm ET

 

Overview

CFOs are under increasing pressure to optimize cost, improve productivity and increase their team’s focus on value-creation activities such as analytics and customer insights. Still, the average Finance Department spends more than 75 percent of its time on transactional tasks. With 83% of organizations already supporting their F&A operation from a shared services or outsourcing model, companies are increasingly relying on their outsourcing provider to bring innovation, new technologies and best practices to drive greater productivity efficiencies.

Get practical insights from Auxis experts (our session sponsor) on why and how to create value in your organization through outsourcing:
• Find out the labor savings and efficiency opportunities from outsourcing.
• Discover the advantages of nearshoring vs. Asia-based models.
• Learn real-world success stories across different industries and sizes.
• Gain a clear understanding of what to look in your ideal outsourcing provider.

Speaker
Eric Liebross, Leader, Auxis leads the Back Office Optimization practice including Shared Services, Robotics Process Automation, and Nearshore Outsourcing for Business Operations. Eric brings over 25 years of experience helping organizations modernize and achieve peak performance in their back office to become more scalable, innovative, and strategic oriented. Over the last 3 years, Eric has developed Auxis’ end-to-end RPA capabilities, from strategy to execution and ongoing operations.

For further insight, please consult:

A special thank you to Auxis.

CFO As A Cross-Functional Team Builder ~ “Habits” Virtual Roundtable Series with Jack McCullough

Jack McCullough, President, The CFO Leadership Council
April 8, 2019 12PM ET

 

Overview

This is the fourth in a series of webcasts focused on the Habits of Highly Effective CFOs. We are fortunate to have two highly accomplished leaders joining Jack for this session IV – Chris Caprio, CFO Focus Technology & Boston Chapter Co-Chair along with Jonathan Bigham, COO, COFFEE Labs & NYC Chapter Co-Chair. The Habits of Highly Successful CFOs is based upon interviews that Jack McCullough, the founder of the CFO Leadership Council, conducted with 40 of America’s premier chief financial officers.

2019 Salary Guide

Sponsored by Robert Half

 

Michael “Mike” Caggiano, Senior Vice President – U.S. Search Operations
March 20, 2019 12PM ET

 

Overview

Everybody wants to get paid. But you must be smart about it. If you want to keep your business competitive and healthy, effective compensation and benefits strategies are your ally. The world changes quickly – and so must your strategies. Join Mike Caggiano, Senior Vice President – U.S. Search Operations for Robert Half Executive Search as he reviews their Annual Salary Review. This in-depth discussion will help you discover your growth path, your industry, and the talent you want to attract which will affect how you do business in the future.

We will review:
• The new standards to boost hiring needs
• Digital transformation initiatives that drive a need to increase staff
• The geographic benchmarks

A sincere thank you to this session’s sponsor, Robert Half.

Bring your questions! You can post your questions throughout the session and will also leave time for Q&A at the end.

About Our Speaker
Michael “Mike” Caggiano is a Senior Vice President – U.S. Search Operations. He specializes in executive and senior level search engagements across a range of industries and functional areas. Mike’s areas of expertise include searches for CEO’s, Presidents, Executive Directors, COO’s, CFO’s, CIO’s and other senior level positions for client companies. His industry expertise includes: manufacturing companies, professional services firms, government contractors, technology development companies, sports and entertainment groups, banking and financial Institutions nonprofit organizations of all types and private equity firms. Mike has operated as a trusted advisor, board member and consultant to executives of companies ranging from tens of millions to over a billion dollars in revenue.

Benefits of Automation: Live Demo of SkyStem Art

 

Nancy Wu, Head of Sales and Support, SkyStem
Dave Sackett, Sr. Director of Finance and Administration ULVAC Technologies, Inc.
March 13, 2019

 

Overview

It’s A CFO Palooza! Habits Of Highly Effective CFOs

 

Jack McCullough, President, The CFO Leadership Council

March 5, 2019 4:30pm ET

 

Overview

Jack McCullough is President of The CFO Leadership Council, an organization he founded when he was a chief financial officer. His vision of empowering CFOs through a series of cutting-edge professional development programs and robust peer networking remains its core mission. The CFO Leadership Council was formed in Boston, and today has almost 2,000 members across the United States.

Jack has had the opportunity to interview dozens of CFOs and has identified the habits that separate elite CFOs from those who are merely competent. Join Jack as he shares his inside look at the traits of top-performing financial leaders and provides unique insights on CFO performance across multiple industries from Silicon Valley startups to Fortune 50 companies.

This program benefits the first-time or veteran CFO and the next generation of financial leaders.

Learning Objectives

  • How and why the role of the CFO has evolved to a strategic and operational leader
  • The inherent skills and proficiencies your executive team, board, and other key stakeholders expect you to possess from day one
  • An overview of the new responsibilities the CFO role now oversees
  • How a CFO can leverage a nimble strategic and operational mindset designed to deliver value in multiple organizational settings
  • How to effectively partner across functions and up and down an organizational chart in any environment
  • How strong CFO leadership can drive tangible value for business growth
  • How to increase the influence of Finance across the business

 

CFO As An Ethical & Well-Rounded Leader ~ “Habits” Virtual Roundtable Series with Jack McCullough

 

Jack McCullough, President, The CFO Leadership Council

March 4, 2019 12pm ET

 

Overview

This was the third in a series of webinars focused on the Habits of Highly Effective CFOs. We were enough fortunate to have two highly accomplished executives who shared their insights on how they provide ethical leadership to their organizations, as well as manage to maintain a healthy work-life balance ~ Jennifer McFarlane, Board Director, BioGill & Andrew Hyde, CFO, Omnivore.

The Habits of Highly Successful CFOs is based upon interviews that Jack McCullough, the founder of the CFO Leadership Council, conducted with 40 of America’s premier chief financial officers.

Learning Objectives
After this program, attendees will understand:
-How CFOs provide ethical leadership and create a culture of ethical accountability
-The importance of clear and timely communications as part of the ethics
-Why CFOs must demonstrate unquestioned ethics always – not just when it is convenient
-How ultra-busy CFOs are able to maintain a life outside of their careers
-The importance of exercise, reading, and other activities contributes to the long-term success of elite financial officers.

About our speakers
Jennifer McFarlane, Board Director, BioGill is advisor to global clean tech and social impact companies. Seasoned CFO of an Australian public company and several venture backed companies with expertise in successfully scaling diverse hardware technologies globally. As CEO of a tech accelerator, implemented a successful turn around, enabling rapid growth. C-Level roles have focused on developing and implementing strategic plans and innovative business models, securing strategic partnerships and implementing systems to support rapid global growth.

Andrew Hyde, CFO, Omnivore has more than 25 years in finance, a broad perspective on strategy and execution coupled with a willingness to drive down to details. He has a history of making order out of chaos, simplicity from complexity, demystifying processes, and creating sustainable business models. Omnivore offers a universal API for restaurant Point of Sale (POS) Systems.

 

Best Practices To Ace Your Close

 

Nancy Wu, Head of Sales and Customer Success, SkyStem

February 12, 2019 12pm ET

 

Overview

Join SkyStem’s Head of Sales and Customer Success, Nancy Wu, as she discusses the best practices to ace your close on CFO Leadership Council’s Webcast.  Whether you’re on a 1-day close or a 10-day close, there are some fundamental commonalities that all strong accounting departments share when it comes to the month-end close. Please join us for an informative webinar where we share best practices that your team can implement to today to ace your close.

 

CFO As A Strategist & Dealmaker ~ “Habits” Virtual Roundtable Series with Jack McCullough

Jack McCullough, President, The CFO Leadership Council

February 4, 2019 12pm ET

 

Overview

Join our very own Jack McCullough, President, CFO Leadership Council for the second in his new Virtual Roundtable Series – Breaking Down The 10 Habits of Highly Effective CFOs. The second of our five-part series on the Habits of Highly Effective CFOs will focus on the financial executives’ roles as deal-maker and strategist. This conversation will be led by two of our members. Lynn Blake most recently served as CFO of Tactile Medical, a company she took public in 2016. She is also a founding board member of the Twin Cities chapter of the CFO Leadership Council. Arthur Levine also orchestrated a successful IPO in 2016, having taken Sensus Healthcare public. He is a founding board member of the South Florida chapter of the CFO Leadership Council.

After completing the programmer, listeners (attendees) will understand CFOs:

• Partner with CEOs to establish strategic direction across their organizations
• Balance short-term realities with long-term strategic objectives
• Lead important transactions, from customer acquisition to executing successful IPOs
• Use their unique blend of financial expertise and strategic thinking to empower their organizations

The Habits of Highly Successful CFOs is based upon interviews that Jack McCullough, the Founder and President of the CFO Leadership Council, conducted with 40 of America’s premier chief financial officers.

A special thank you to our program sponsor MineralTree, who is leading a paradigm shift in the way businesses think about efficiency.

 

Ring In 2019 By Crushing Payment Fraud Risk

Colleen Crist, Business Development Manager, Paymerang
Jeff Gainer, Director of Information Security & Risk Management, Paymerang
Eric Waldenmaier, VP, Paymerang
Leigh Moore, Sr. Director, B2B Partnerships & Innovation, Visa
January 29, 2019 12pm ET

 

Overview

Payment fraud risk is a very real threat to your organization. One slip-up in processing an ACH or wire transfer could cost you millions of dollars and result in significant embarrassment for your finance team. Eric Waldenmaier, VP, Jeff Gainer, Director of Information Security & Risk Management both at Paymerang and Leigh Moore, Sr. Director, B2B Partnerships & Innovation at Visa cover the four ways you can build a resilient organization, ready to handle the growing threats in 2019. You will learn about the latest scams and some practical ways to prevent them directly from experts in payments and risk management.

Learning Objectives:
o Analyze Global Fraud Trends (the US represents 63% of global fraud)
o Recognize payment fraud risk factors
o Demonstrate how protecting payments must be a multifaceted effort
o Efficiency and security gains of implementing a comprehensive ePayable

A sincere thank you to this session’s sponsor, Paymerang. Unleash the power of electronic supplier payments.

 

CFO As A Communicator & Trusted Advisor ~ “Habits” Virtual Roundtable Series with Jack McCullough

Jack McCullough, President, The CFO Leadership Council
January 14, 2019 12pm ET

 

Overview

This was the first in a series of webinars focusing on the Habits of Highly Effective CFOs. We were fortunate to have two highly accomplished executives who shared their insights on how CFOs communicate proactively and build trust within their organizations. Amanda Nevins was recently promoted to CEO of Fathom after a successful 25-year career as a CFO for both private and public companies. Amanda was joined by Kevin McCarthy, the CFO of Microsoft’s Consumer & Device Sales Group. Prior to taking this role, Kevin was the CFO of the X-Box business unit at Microsoft.

The Habits of Highly Successful CFOs is based upon interviews that Jack McCullough, the founder of the CFO Leadership Council, conducted with 40 of America’s premier chief financial officers.

This program was sponsored by MineralTree, who is leading a paradigm shift in the way businesses think about efficiency.

International Service Assignment – Right For You?

Grant Grigorian, Grant G LLC
January 8, 2019 12pm ET

 

Overview

Considering an overseas assignment? These opportunities have long been seen as providing executives with an opportunity for personal growth and professional development. Grant Grigorian, Consultant, Grant G LLC and globally experienced business leader takes us through key focus areas – things to consider before taking the assignment, managing an offshore team and running the business.

Internet Sales and the Impact of New Tax Laws

Mindy Barker, CEO, Mindy Barker & Associates
November 27, 2018 12pm ET

 

Overview

This SIG discussion leader was Mindy Barker of Barker Associates and Co-Chair for CFOLC’s Jacksonville chapter. The discussion was centered around internet sales & the direct impact of new tax laws. What does the Supreme Court decision really mean for sales tax? The CPAs and the tax professionals talk about the law. Mindy talked about the actual practical solutions you may need to implement to remain compliant. I

Mindy is also a published author! She recently released her latest book, Pitching To Win: Stratagies For Success. Read the full story here https://bit.ly/2Oe7Jrl

Get Ready For AI

Dave Sackett, Senior Director of Finance & Administration, ULVAC Technologies.
November 14, 2018 12pm ET

 

Overview

Hear about AI from an inside expert! Dave Sackett, a technology evangelist, shares his personal experiences and the best ways to stay ahead of the curve with “next wave” of technology. Companies are investing billions in new AI technologies. Dave reviews the projected direct impact on the finance world and best practices to save you time and cost.

How Software & AI are Changing The Face of Finance

Scott Tynes, CEO, Consero Global Solutions.
November 7, 2018 12pm ET

 

Overview

The future of finance will be heavily influenced by the application of artificial intelligence. This discussion captures the challenges faced by the modern CFO and why traditional solutions are failing to deliver. We illustrate how today’s finance and accounting function lacks transparency and discuss how AI will deliver improved performance. Through the automation of manual functions, AI will further increase transparency, efficiency and accuracy.

Decoding Human Engagement

Mike Zani, CEO, Predictive Index, Inc.
October 23, 2018

Overview

In the human capital management (HCM) space employee engagement is everywhere. What is it exactly? We set the record straight and then examine what to do about it. Companies with highly engaged employees outperform others in terms of things that matter like net profits and shareholder value. Research also shows companies see increased productivity, higher sales, and lower turnover when their employees are engaged. Even with all the evidence linking employee engagement to so many positive business outcomes, according to SOURCE, only 55% of companies have a strategy in place to identify and fix employee engagement issues.

Partnering Innovation & The Finance Function ~ Part II

Ash Noah, VP, CGMA External Relations, Association of International Certified Professional Accountants
Mark S. Brooks, MBA, Associate Director, Innovation & Strategic Partnerships, Association of International Certified Professional Accountants
October 16, 2018

Overview

Adapting and evolving to everchanging global trends and practices can be taxing on your team and your resources. According to Accenture Research’s Disruptability Index 2018, 63% of companies are experiencing disruption. Employees are continuously generating new knowledge, collaborating, learning about the market and opportunities for growth. How do CFOs leverage this brainpower and help drive innovation?

Sexual Harassment In The #MeToo Era

Jennifer Fay
Partner, Labor & Employment Practice
Goodwin Procter, LLP
October 3, 2018

Overview

Join us for this timely hour-long “Ask The Expert” call where  Jennifer Fay, Partner and Goodwin expert discusses pragmatic and tactical approaches in this #MeToo era

Top 5 Tech Trends CFOs Need To Know Now

Blake Oliver, Senior Product Marketing Manager, FloQast
September 26, 2018

Overview

AI, ML, RPA, Blockchain… there are so many acronyms and buzzwords in the tech world. What does it all means and how does it affect you as a finance leader? Join Blake Oliver “40 Under 40” in the accounting profession for an overview of the top technology trends affecting accounting and finance over the next decade. He’ll cut out the BS and tell you what you really need to know.

Core Leadership: Driving High Performance Teams

Joyce Welsh, CFO & Director of Customer Success, BrightWork
September 19, 2018

Overview

Think back to a day when you and your team were completely ‘in the zone,’ knocking out an exciting project without issues or roadblocks snarling your progress.  What if you had a system that identifies this zone (or core) for each of your team members? And further, what if you had a ready set of tips and tricks to bring your team back into their core when you see that they’re slipping?

Listen in while Joyce Welsh introduces a simple, practical method to identify your team members’ core profiles, their habitual defenses, and best practices to help your team either stay in their core or move back in if they’ve slipped.

Available only to CFOLC members – schedule a free, 30-minute Core Profile coaching session with Joyce:  https://www.joycewelsh.com/core-assessment.

Partnering Innovation & The Finance Function ~ Part I

Ash Noah, VP, CGMA External Relations, Association of International Certified Professional Accountants
Mark S. Brooks, MBA, Associate Director, Innovation & Strategic Partnerships, Association of International Certified Professional Accountants
September 5, 2018

Overview

Innovation reveals ideas and possibilities that could not have been achieved otherwise. However, adapting and evolving to everchanging global trends and practices can be taxing on your team and your resources. According to Accenture Research’s Disruptability Index 2018, 63% of companies are experiencing disruption. Employees are continuously generating new knowledge, collaborating, learning about the market and opportunities for growth. How do CFOs leverage this brainpower and help drive innovation?

The Current Labor Market & Demand For Financial Talent

Jodi Chavez, President & CFO, Randstad Professionals & Life Sciences
August 29, 2018

Overview

Talent. Businesses can’t thrive without it. But today’s economic climate gives potential finance and accounting employees plenty of career options. And that makes hanging on to the right people more challenging than ever. Businesses are struggling to find, keep, and consistently engage top finance and accounting talent, especially those who are being approached with competitive opportunities. In this session, we delve into the current demand for skilled finance and accounting talent and discuss recruiting, retention and engagement strategies that can help your company come out on top in the war for talent. 

Article recommended:  Managing Gen Y & Z In The Workplace 

M&A A to Z

Andrew Endicott, Co-Founder, President & CFO, Petal and NYC Chapter Member
August 22, 2018

Overview

The discussion covers most aspects of the merger and acquisition process. It begins with a broad overview of strategic motivations for mergers and acquisitions. It then covers the various approaches to a sale or acquisition process, ranging from auctions and hostile takeovers. Valuation methodologies are then discussed, including trading and sale comps, as well as discounted cash flow and leveraged buyout analyses. Last, we review the variety of legal structuring options presented to transaction participants. 

Creative Leadership Styles For The Current Climate

Steve Wolff, MBA, CFO, Healthcare, Technology & SaaS Companies, Chicago CFOLC Co-Chair
August 8, 2018

Overview

Join Steve Wolff, Co-chair of our Chicago Chapter, as he discusses his unorthodox path to his CFO career, the successes he’s had along the way and the many lessons learned. Learn how Steve has been able to overcome the challenges of not only identifying qualified talent in an historical, tough marketplace but how he used creativity in managing them.

Learn new and creative ways to find your next best hire and how to make sure that you are leading them with your best foot forward!

Driving Business Agility In A Digital World

Ash Noah, CPA, CGMA, from the Association of International Certified Professional Accountants
July 25, 2018

Overview

The digital age presents both opportunities and threats to many current business models. To survive and thrive in this new environment, Finance leaders need to harness technology and build capabilities within their finance team.

Join Ash Noah, CPA, CGMA, from the Association of International Certified Professional Accountants, as he presents the new operating model for finance and the role of the CFO and the finance function in driving and enabling business agility.

Listen is on this hour long discussion to get insights on this hot topic!

Blockchain Technology

Scott Derksen, Sr. Director Bus Dev & SuiteCloud Evangelist, Oracle + NetSuite
July 17, 2018

Overview

Blockchain is probably best known as the technology originally devised for the digital currency Bitcoin. However, the underlying technology has enormous potential as Blockchain is essentially a central ledger or distributed database that is owned by everyone and yet owned by no-one. As a CFO, what does this new technology mean? What do you need to know and what are the potential implications to your business? You will not want to miss this!

Listen in on this hour long discussion to get insights on this hot topic!

CFO’s Pathway To Growth Study – Executive Summary Review

Tim Calley, West Coast Managing Partner, Tatum
June 20, 2018

Overview

The recently completed CFOs’ Pathway to Growth Study, conducted by Tatum in partnership with The CFO Leadership Council, drew on insights from more than 300 leading CFOs to find out what’s top of mind for them in 2018 — and beyond. Tim Calley, West Coast Managing Partner at Tatum takes a deeper dive into the Executive Summary of the study. The findings show that CFOs are overwhelmingly confident in the economy, at least over the near term. The longer term picture is far less clear, with many CFOs voicing a constellation of concerns, particularly around the availability of skilled talent.

Listen in on this discussion to get insights on what you’ll need to fuel your personal growth and professional success.

Impactful Writing For The CFO

Ken Wunderlich, President, Wunderlich Consulting
June 6, 2018

Overview

As a CFO, you are at the center of the flow of information through your firm’s many internal and external customers. Your ability to write well can be a critical determinant of your effectiveness and influence in your role. Unfortunately, CFOs sometimes struggle to find the right content, message, style, and tone, and miss the opportunity to be impactful.

Join Ken Wunderlich, President, Wunderlich Consulting as he guides you through a 10-step process to broaden your skill set as a written communicator and increase the impact you have on your firm.

Pitching To Win: How To Win Investors’ Confidence

Mindy Barker, CEO Barker Associates
April 4, 2018

Overview

Getting ready to pitch to investors begins the minute you solidify an idea, envisioning it as a new product or business . To fund your new money-maker you may seek seed or growth capital from investors or private equity. How do you convince investors that your idea is worth funding? Or, if you are the CFO or CEO of an established corporation, how can you strategically use Private Equity and investors? Listen in or view the slide deck to help you prepare for your next pitch.

CFO Career Management In Middle Market Companies: The Untold Stories

Joe Falcao & Sean Bridgeo, Boston Chapter Steering Committee Members
March 7, 2018

Overview

A virtual fireside chat with two long-standing Boston Chapter Steering Committee members, Joe Falcao & Sean Bridgeo. They cover four key areas of career management – early stages, comfort zone, what is ideal tenure and of course, due diligence in the job offer. Listen in or view the slide deck to help you prepare for your next move.

Tax Reform 101

KPMG Team of Experts
Feb 22, 2018

Overview

After a year of twists and turns on the U.S. tax reform front, a tax reform bill (H.R. 1) was approved by Congress, and President Trump signed it on December 22. Many of H.R. 1’s business tax measures represent significant changes to the current system and many are effective for years after December 31, 2017. Taking a “tax reform 101” approach, the KPMG tax experts covered what’s in the new law and how companies are planning to tackle the implementation of the new law. The webcast also included an overview of domestic and international planning ideas being implemented by organizations.

Cybersecurity Risk Management

Jack P. Healey, CEO, Bear Hill Advisory Group, LLC
Feb 7, 2018

Overview

Join in the conversation on The CFO’s Role in Cybersecurity Incident Response. Jack Healey, member of the Atlanta Chapter and CEO of Bear Hill Advisory Group leads a call and lets you understand that as CFO of your company, you are uniquely qualified to lead a discussion in your company on developing a cybersecurity plan – Don’t think you have what it takes? Listen in so that you can be ready to lead your organization and be prepared.

Taxes, Health Care Reform, & The Decisions Ahead

James Slotnick, Head of Government Relations, Sun Life Financial
February 7, 2018

Overview

With President Trump’s first year in the books, he continues to work with Congress to move his regulatory agenda forward. There are sure to be health care reform tweaks made in 2018, and individual and corporate tax reform will also take center stage. Listen in on the discussion with James Slotnick, Head of Government Relations for Sun Life Financial, as he breaks down what to expect next out of DC.

Note: This is information from the NJ Chapter’s recent program. The live program was canceled due to weather.

Habits Of Highly Effective CFOs

Jack McCullough, Founder, CFO Leadership Council
January 19, 2018

Overview

Whether you are an aspiring and first-time CFO or a financial leader with decades of experience willing to approach the CFO agenda with a different lens – this discussion will be perfect for you! Discover the ten habits that high achieving leaders share. This presentation is based on conversations Jack has had with dozens of CFOs (from start-up to Fortune 50).

Working With Executive Team on Company Growth & Exit Strategies

Mike Dansby, VP of CFO Services, Consero Global
December 12, 2017

Overview

The process of bringing your company to a place where you can exit successfully can easily spiral out of control if someone doesn’t own it.  Your CEO does not have the time or the ability to run the process. It ends up on the CFO’s “apolitical” shoulders – find out how to tie your exit strategies into a specific and measurable process so that your company can actually realize its vision.

Take Aways:

  • Different processes to help you maintain order and measure success along the way
  • Identify the risks and opportunities as you plan for exit
  • Learn to consider different finance vehicles that fit your mission

CFO As A Consultant: What Are The Pros & Cons?

Bruce Cooperman, Managing Partner, Nereus Advisors
November 1, 2017

Building Trust

Monica Foster, National Managing Partner, Talent Management, Tatum
October 27, 2017

Rev Rec & ASC 606

Tom Kelly, Senior Director of Product Marketing, Oracle + NetSuite
David Augustyn, Partner, Accounting Advisory Services, KPMG
October 25, 2017

Living with a Private Equity Sponsor

Jeff Martini, Chief Operating & Finance Officer, Hicor Technologies, Inc.
October 4, 2017

connect with us

To learn more about The CFO Leadership Council, contact:

JACK MCCULLOUGH

JACK MCCULLOUGH

President & Founder

jack@cfolc.com

Kristin Todd

Kristin Todd

Vice President of Marketing

kristin@cfolc.com

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