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Making Strategic Transformations in Your Company

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Join us for a conversation with Suzy Taherian and Jan Berthold, authors of this practical guide for CFO’s seeking to make significant change in their organization.

Important takeaways:

  • How can CFO’s make a strategic transformation in their company?
  • What is critical in the first 90 days, and why that is so important?
  • How to support the CEO and Board more effectively


Suzy Taherian
CFO, Wrightspeed
Adjunct Professor, UC Davis Graduate School of Management

Suzy Taherian has over 25 years of experience as CFO, COO, and acting CEO for global industrial companies. She started her career with Exxon and transitioned to CFO of Kinetics, a $500mm global engineering and construction firm – leading the company to over 30% CAGR, 5x over their peers. Suzy is currently CFO of Wrightspeed, a World Economic Forum Technology Pioneer company in electric vehicle industry, serves on the board of NewHold Industrial Corporation and has taught for the past 9 years as an adjunct professor at UC Davis Graduate School of Management.


Janice Berthold
Senior Vice President
Heffernan Insurance Brokers

Heffernan Janice is one of the few brokers who works with clients on a “Referral Only” basis. She has over 25 yars of commercial insurance experience and prior to merging her firm with Heffernan, Janice was President and CEO of J. Berthold Insurance Service and Principal of All West Insurance Brokers, one of the top five closely held insurance brokerage firms in Silicon Valley. Janice has written two books, the 80/20 CFO and Getting to Zero.


CPE Credits

One (1.0) CPE credit available. Field of Study: TBA

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,



Registration is closed, please contact Micky at [email protected] for questions.