Transactions Affinity Group: The Next Wave –Thriving After the Deal Closes
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The Next Wave –Thriving After the Deal Closes
With the progress of new technologies, we are witnessing incredible disruption and change in the marketplace and companies need to keep pace with these changes. Some are launching acquisition campaigns, some are incubating new ways of serving customers, and some are spinning off non-core assets. Wherever you find yourself on this journey, as the finance executive, you are an essential part of making the company thrive and grow. This interactive Affinity Group Session will focus on key strategies that you can implement once you have the mission to “Thrive After the Deal Closes.”
Participants in this Affinity Group will gain an increased understanding of the following key areas (learning objectives):
- Embracing market disruption as an opportunity
- Focusing on the customer journey across the organization
- Recognizing culture as a key asset to address
- Planning for transitions in fundamentals – workforce, salesforce, data models, & processes
- Optimizing shareholder and investor value – advanced analytics
Group discussion to follow on trends and observations.
Managing Director, Iron Butterfly, LLC
Past President, FEISV 2016-2017
Julie Cavanna-Jerbic is a chief operations executive, financial expert, business advisor, and member of several boards. A former C-level executive management and program leader at Hewlett-Packard, Julie directed top-level, high profile initiatives in Finance, Sales Account Management, and IT that led to organizational transformations, financial integrations, and go-to-market turnarounds at the company enabling top line growth of 7% and over $1.7B of efficiency.
As the Managing Director of Iron Butterfly LLC, she currently advises leadership teams on effectively managing transactions and market disruptions. Julie is known for her expertise in technology-based businesses including Services, SaaS, Cloud, Data Analytics, and ERP Initiatives. She continues to share her expertise nationally by offering certificate workshops on The Strategic CFO, allowing professionals to develop skills to manage across the enterprise and function at the COO level with a focus on increasing shareholder value.
As a former GM, CFO, and CIO, Julie is a board member and past president of Financial Executives International Silicon Valley (FEI SV) Chapter. Under her leadership, FEI Silicon Valley Chapter initiated the FEISV CFO Readiness Academy in 2014 and received four National Awards in 2017. Julie is currently on the Supervisory & Audit Committee of First Tech Federal Credit Union, 7th largest in the nation. In addition, Julie is a noted speaker on Accounting, Finance, and IT Transformations having spoken at UC Berkeley’s Haas School of Business and in other forums.
Julie Cavanna-Jerbic earned a B.A. in Economics and French Literature from the University of California at Berkeley graduating with High Distinction and Phi Beta Kappa, an M.B.A. in Corporate Finance and Marketing from the University of Southern California and completed the Directors’ College at the Rock Center for Corporate Governance at Stanford University Law School.
5:00 PM – 7:00 PM
Networking with drinks and light fare, followed by discussion.
Please arrive early for registration!
One and a half (1.5) CPE credits available. Field of Study: Business Management Organization
FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.