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September 2019

How to Land Your First CFO Role

Tuesday, September 10 @ 4:00 pm - 5:30 pm
Leadership Development PreDinner
Who should attend: Anyone
Free – $15

You’ve had a solid trajectory which has brought you near the top of the Finance career ladder. You are a technical expert in accounting or FP&A or treasury, etc. but is that enough to lead and run the whole show? You’ve proven that you can be a “Strong #2” and feel that you are ready to be a CFO. So how do you convince a CEO and Board to take that risk on you as a first-time CFO? Come to…

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The Under Appreciated Nexus Between Growth Capital and Storytelling… An Investor’s Perspective

Tuesday, September 10 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Whether your company is public or private, family-owned or non-profit, growth capital is likely in your future. Finance executives have been trained to believe that equity or debt financing comes down to financial metrics — full stop. Regarding that long-held belief, former institutional investor, best-selling author, and acclaimed speaker Adam J. Epstein has the following question: “If equity and debt financings were just about dollars and cents, then how does that explain the fact that similarly performing companies are valued…

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Catching the Digital Wave! Leveraging Emerging Technologies to Disrupt the Finance & Accounting Function

Tuesday, September 24 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Digitization is transforming businesses throughout the world. There are four key drivers behind these efforts: improving customer engagement; digitizing products and exploring new business models; improving decision making; and driving operational efficiencies. Organizations need to decide whether they are going to be the disruptor and try to take a lead as a transformer, or whether they are going to play a waiting game, monitor the competitive landscape, and react as necessary to defend market share. There are a multitude of…

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September Financial Officers Forum (FOF) Affinity Group

Wednesday, September 25 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $15

FOF focuses on issues faced by senior finance professionals (e.g. CFOs, Controllers, VP Finance) who currently provide consulting services to companies. Attendees develop topics for discussion primarily reflecting current client situations and share best practices, personal experiences and their connections, all entirely on a confidential basis – similar to a Vistage format. This Affinity Group should be of interest to all CFOs, Controllers and their advisers, regardless of industry sector. Also you may be interested in what consulting CFOs are…

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October 2019

Enhancing Your Interpersonal Power and Organizational Influence

Tuesday, October 15 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Navigating organizational politics can be challenging, no matter your position in the organization. Informal, unofficial and behind the scenes efforts to sell ideas, influence key stakeholders and increase power take place at all levels of an organization. Research shows that individuals with political skills tend to manage stress and job demands more effectively than their politically naive counterparts, and have a greater impact on organizational outcomes.  This keynote presentation will provide you with frameworks and tools to navigate and influence…

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November 2019

Emotional Intelligence ~ It’s Not An Oxymoron

Tuesday, November 19 @ 4:00 pm - 5:30 pm
Leadership Development PreDinner
Who should attend: Anyone
Free – $15

Emotional Intelligence (EI) is a powerful tool for every 21st Century business professional because it helps to transform hard to measure skills such as team dynamics, stress management, and decision making into tangible development plans.  At its core, Emotional Intelligence is not about feelings.  It is a paradigm through which people view and react to the world around them.  This presentation introduces the core elements of the EQ-I 2.0 Emotional Intelligence model and demonstrates how they can be leveraged to…

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Theranos – Untold Perspectives

Tuesday, November 19 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Aspects of the Theranos story have been covered extensively by the media. What happened in the last 2 years of the company's life is fascinating but lesser known.  A revamped Board and leadership team tried to turn the company around in the face of critical capital needs, mounting litigation and market pressures. Join the former CFO and GC/CEO as they share their perspectives.   Speakers: Philippe Poux was Theranos’ interim CFO for the last twelve months of its life. He…

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February 2020

2020 Economic Outlook

February 11, 2020 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Christopher J Wolfe, Chief Investment Officer of First Republic Private Wealth Management, will discuss the landscape of the market and his predictions for 2020.   Speakers: Christopher J. Wolfe is the Chief Investment Officer for First Republic Private Wealth Management. In his role, he is responsible for leading First Republic Investment Management’s research and investment platform, as well as the investment strategy and outlook for First Republic’s integrated investment, trust and brokerage groups. Mr. Wolfe is an influencer and subject…

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