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COVID 19 and Baltimore CFOs: Planning for the Return and the Restart - a Virtual Panel Discussion
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COVID 19 and Baltimore CFOs: Planning for the Return and the Restart - a Virtual Panel Discussion hosted by: The Baltimore CFO Leadership Council Tuesday May 19, 2020 8:00 am - 9:30 am

5/19/2020
When: Tuesday May 19, 2020
8:00 am - 9:30 am
Where: VIRTUAL PANEL DISCUSSION - you can register below
United States
Contact: Debbie Lindner
516.659.7640


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YOU CAN REGISTER FOR THE VIRTUAL PANEL DISCUSSION BELOW:

 

 


SEE CONFIRMATION EMAIL WITH INSTRUCTIONS ON JOINING THE VIRTUAL PANEL DISCUSSION

 


Program description

 

COVID 19 and Baltimore CFOs: Planning for the Return and the Restart

Baltimore CFOs, as well as all CFOs, are grappling with the impact of the COVID-19 global pandemic and continue to plan for the return and the restart of “normal” business operations.

The impact of COVID-19  has CFO’s facing unplanned challenges in an unforeseen economic downturn.  There are so many issues on the minds of business leaders; Re-setting original plans, meeting payroll, continuing to manage a remote workforce, rebuilding a workforce; or managing with a streamlined workforce are just a few.

As a responsible CFO, what are your next steps?

Join the Baltimore chapter of the CFO Leadership Council for a virtual panel discussion on Tuesday, May 19th   as our local industry experts share information and advice from the following perspectives:  legal, banking, technology, tax and accounting,  insurance, real estate, staffing and more. 

We are in this together and will get through this together – join the conversation on May 19th.

Learning Objectives: 

Through this session, attendees will learn:

  • Challenges of preserving cash and liquidity
  • What concerns you will need to face regarding the latest legal issues that can arise with contracts and employees
  • What tax and accounting changes there will be regarding the government plan on COVID
  • How you deal with a remote work force and what liabilities and risks you may be forced to deal with

Our Speakers

 

  

 

 


Click here to learn more about CFO Leadership Council. 


Registration

 

Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program.

 

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.


More Information

For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Senior Marketing Director, Baltimore Chapter at debbie@cfolc.com.


Cancellation Policy

If you would like to cancel your ticket or request a refund, please email debbie@cfolc.com. Refunds are available up to 24 hours prior to the program.


CPE Information

 

Instructional method: Group-Live
Recommended CPE Credits: 1.8  Credits in
Business Management & Organization
Experience Level: Basic

Prerequisites/advance preparation: None

  

The CFO Leadership Council 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 (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


 

Speaker Bios:

 

Ranga Bodla, Vice President, Field Engagement and Marketing, NetSuite

Ranga has over 20 years of combined product management and marketing experience in the software technology industry. As the VP of Field and Industry GTM for NetSuite, Ranga Bodla is chartered with driving the overall strategy and go-to-market for success across all of NetSuite's industries including Wholesale Distribution, Manufacturing, Software, Services, Non-Profit, Advertising, Media and Publishing. 

Andy Chassin, Mid-Atlantic Regional Investment Banker, Bank of America

 

Andrew Chassin is a Managing Director for Bank of America’s Emerging Growth and Regional Investment Banking team, based in North Bethesda, MD. He provides strategic advice to senior executives and boards of directors in the areas of M&A, capital raising and acquisition finance. Andrew has over 20 years of experience in M&A, corporate finance, strategy, operations and business development. He has led more than $25 billion of transactions for large-cap and middle market clients, including for LGS Innovations, Boeing, Bechtel, Harris, L3, DuPont, and GE.


Prior to his current role at BofA, Andrew held several roles in strategy and operations at The Bechtel Group, a leading engineering, construction and government services company. While at Bechtel, Andrew led Strategic Planning for Bechtel’s Power and Telecommunications division, was the Head of Business Development for Bechtel’s public-private partnerships business and was Chief of Staff to the President of Bechtel’s Global Infrastructure division. Andrew has served on the Board of Directors of TransEd O&M, a joint venture of Bechtel, Bombardier and EllisDon. He was also on the board of ARTBA’s P3 committee and served as a strategic advisor to Azcende, a venture capital advisor focused on investments in smart infrastructure.


Prior to joining Bechtel, Andrew spent ten years in investment banking and risk management at Bank of America Merrill Lynch, where he focused on clients across several industries, including Aerospace, Defense & Government Services; Business Services; Industrial Technology; Engineering & Construction; Transportation, Logistics & Distribution; Chemicals and Mining.


Andrew has a BS degree from Stanford University and an MBA from UCLA. He lives in Washington, D.C. with his wife and two children.

 

Jeff Dailey, SVP & CFO, Prometric

 

Jeff Dailey is Prometric’s SVP and Chief  Financial Officer. He is responsible for managerial oversight of all of Prometric’s financial, legal, corporate development and risk management practices, ensuring Prometric’s continued financial strength and our commitment to fund customer-focused strategic growth and innovation priorities.  Jeff is responsible for all aspects of Prometric’s finances and corporate development, driving operational strategies, as well as development of performance metrics associated with those strategies.  Prior to joining Prometric, he was CFO of General Information Services, where he managed all aspects of finance, corporate development, board and investor relations, as well as banking relationships.  Jeff previously worked with TPG Growth and General Atlantic, providing strategic support and financial expertise to the firms’ investment teams and portfolio companies, and was a partner in Deloitte’s M&A Transaction Services practice, leading deal advisory, corporate reorganization and diligence services for private equity and strategic clients in the US and Japan.

Jeff earned a B.S. in Business Administration and Masters of Accounting from the University of North Carolina at Chapel Hill.

Gaurav Doshi, CFO, Medisolv

 

Gaurav Doshi currently serves as CFO of Medisolv, Inc and brings over 20 years of success in the healthcare IT industry. Prior to Medisolv, Gaurav worked at M*Modal, where he was instrumental in taking the company from a startup to a successful take private by One Equity Partners (part of JP Morgan) in a $1.2 billion transaction.

He has a proven track record of managing and growing financial and accounting divisions of a company through every stage of maturity.

Gaurav earned his MBA from the University of San Francisco with a concentration in Finance. He currently lives in Annapolis with his wife and son. In his spare time, he enjoys movies and travel. 

James Eaton, Principal, SC&H Group

 

James Eaton, a Principal on SC&H Group’s Tax team, has years of experience consulting clients on tax planning, annual compliance requirements, entity structuring, M&A consulting, and estate and trust planning.

With former regional and national experience, James has gained expertise and knowledge in the following industries:

Real Estate
Consulting
Business Planning
Professional Services
Technology

James works alongside clients’ internal accounting and finance staff as well as outside trusted advisors such as attorneys and investment advisors to develop comprehensive tax efficiency strategies. James provides services for clients including:

Planning and managing compliance for partnership and corporate tax returns in fields such as real estate, development, consulting, professional service, technology and other industries

Consulting and analysis of flow-through entity structuring and M&A activities

High net worth individual and family tax planning and compliance including business, individual, and foreign tax filings

Consulting with clients’ trusted advisors to develop tax efficient entity structuring, business continuity planning and inter-generational wealth transfer

Known throughout the Baltimore business community for public speaking on a variety of topics, James has spoken widely regarding Tax Reform, Year-end Tax Planning, the Affordable Care Act, and other topics.

James received his MBA at Salisbury University and his BBA in Accounting at Temple University.  He is a Certified Public Accountant (CPA), AICPA Personal Financial Planning Specialist (PFS), and Maryland Insurance Producer Licensee (life, health, credit, travel). Additionally, he is an active member of the AICPA and MACPA.

James has vast experience teaching as an adjunct professor at John Hopkins University and Towson University. This helped him develop qualities such as perseverance and diligence, that help him thrive in a customer – centered environment such as SC&H.

Outside of the office, James is the Treasurer of The Christ Lutheran Church Foundation in Baltimore, Maryland.  When James is not at work, he loves to read and has recently developed an interest in gardening.  If he handles that process like his interactions with clients, patient and nurturing, we know his garden will be a success!


Matt Reilly, Division Director, Robert Half Management Resources

Matt Reilly is a Division Director for Robert Half Management resources. He oversees a team that provides senior-level accounting, finance and business systems professionals on a project and interim basis. Our consultants specialize in corporate accounting, financial and business systems analysis, internal audit, taxation, regulatory compliance, mergers and acquisitions, financial reporting, human resources and more.

Richard Silberstein, Managing Partner, SIG

Richard Silberstein is the Managing Partner of SIG, an Alera Group Company. An employee benefits industry veteran, Richard founded SIG in 1999 to offer personalized, innovative, and cost-effective employee benefit solutions that meet the unique insurance needs of each of the firm’s clients. Under Richard’s strategic direction, SIG steadily has grown to become one of the leading employee benefits brokers and consultants in the country. With a team of highly skilled, licensed brokers and support staff, SIG serves more than 400 corporate clients in 45 states. Richard is a founding member of Alera Group, a firm that was formed in 2017 with 23 other like-minded, high-performing independent firms across the United States that is now the nation’s foremost independent insurance agencies.

Richard began his career in the insurance industry in 1981. In 1984, he joined Franklin/Morris Associates, Inc. He holds a Bachelor of Arts degree in Economics from Washington and Lee University and earned the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and RHU (Registered Health Underwriter) designations from the American College.

Richard is active in both his business and local communities. He serves on the Advisory Boards of Regional and National health plans to provide input for product and service offerings. He leads the East Region of Alera Group as well as the Benefit Advisors Network’s (BAN) Data Analytics Peer Group and is a member of BAN’s Marketing Peer Group. He is a member and past president of the Baltimore Estate Planning Council; member of the Board of Directors for Lexington National Insurance Company; past president of the Baltimore Chapter of the Society of Finance Professionals; past president of the McDonogh School Alumni Association and a member of the Board of Trustees of McDonogh School. Richard is also very active with the SIG Community Service Committee and enjoys working with area nonprofits including Living Classrooms, American Heart Association, South Baltimore Learning Center, Blankets for Baltimore, and many others.

Michael Singer, Executive Managing Director, Newmark Knight Frank

Michael Singer joined Newmark Knight Frank in 2016 as an executive managing director. Over the course of a career spanning more than 15 years, Mr. Singer has developed a reputation as both an ethical and effective negotiator of valuable lease terms for his clients while earning recognition as one of the top brokers in the Baltimore metropolitan area.

Mr. Singer specializes in all facets of tenant representation. His wide range of clientele include professional services firms, financial institutions, technology companies, life science companies, government contractors and government entities. Mr. Singer ensures all necessary NKF resources are available to his clients and that industry-leading service is provided.

Partial List of Transactions

The Social Security Administration (GSA) - 525,000 SF
CSC - 500,000+ SF of new leases and lease renewals
Kaiser Permanente - 300,000 SF of new leases and lease renewals
Miles & Stockbridge - 100,000 SF HQ
Ober|Kaler - 94,000 SF HQ
Pandora Jewelry - 90,000 SF HQ
Loyola University - 60,000 SF
Osiris Therapeutics - 60,000 SF HQ
Arthur Bell CPAs - 45,000 SF HQ
TD Ameritrade - 40,000 SF
Pessin Katz Law - 35,000 SF

Personal Affiliations
Outside of his professional duties, Mr. Singer serves as a board member of PACT, an affiliate of the Kennedy Krieger Institute that promotes the development of children with special needs and provides support for their families.

Mr. Singer lives in Baltimore County with his wife and three children.

Sara Tucker, Partner, Womble Bond Dickinson

Sara Tucker concentrates her practice on complex products liability litigation with a focus on pharmaceutical and medical device litigation.  A veteran trial lawyer, Sara has experience defending clients in high-stakes mass tort and multi-district cases in federal and state courts.  She also has experience in consolidated state court litigation, consumer class actions and medical malpractice.

Tim West, Vice President of Sales, IT Services, Advance Business Systems

 

University of Baltimore graduate Tim West leads the sales organization at Advance with a focus on Advance’s portfolio of IT offerings. He ensures 100% achievement of company growth plans and customer satisfaction each day. As the Vice President of Sales, he plays a crucial role in developing and maintaining both existing and new customer relationships. Tim is also the lead in driving strategies for launching new products and services along with ensuring our sales employees have continuing opportunities to grow and develop.

Born and raised in Baltimore, he currently resides in Forest Hill with his wife and two kids.

Tenure at Advance:18

Tenure in the Industry:18

Certifications: CDIA+

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