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Improving Interactions & Practices with Your Board & Stakeholders by The Charlotte CFOLC
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Improving Interactions & Practices with Your Board & Stakeholders by The Charlotte CFOLC

Improving Interactions & Practices with Your Board & Stakeholders Friday, November 15, 2019 7:15 AM - 7:45 AM Coffee and Networking | 7:45 AM - 8:00 AM Breakfast and Seating | 8:00 AM - 9:15 AM Presentation

11/15/2019
When: November 15, 2019
7:15 AM - 9:15 AM
Where: McGuireWoods
201 North Tryon Street
Suite 3000
Charlotte, North Carolina  28202
United States
Contact: Jennifer Langley
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Program Description:

Whether public company or privately backed, early stage or mature, one of the most challenging responsibilities of a CFO is to successfully manage relationships and interactions with the Board of Directors and similar stakeholders. The influence of a Board on the day-to-day responsibilities of a CFO can be complex, and let’s be honest, even a bit dysfunctional at times.

From interacting with partners and customers, to boards of directors, fellow executive team members, and more, financial executives constantly strive to achieve their goals while creating synergy and fostering good, long-term relationships.

Join us as our panelists discuss the best practices of managing Board relationships and other key stakeholders, both in good times and bad. From operational tactics to sound strategies, our speakers will share their advice in fostering positive and productive interactions with these important relationships.

Learning Objectives

  • How to improve Board interactions, both inside the board room and outside meetings;
  •  Effective communication methods to handle all audiences;
  • What should be communicated to the Board and how to effectively communicate it;
  • How to set and respond to Board and stakeholder expectations along all functions; and
  • How to manage competing interests among the executive team, the Board, and employees. 

 


Speakers:

 

 

Eric Ennes, Managing Director, Global Controller – Barings, LLC

At Barings LLC (a division of MassMutual Life Insurance Company), Eric provides financial leadership in supporting a complex business that offers asset management to institutional accounts, closed-end funds, open-end funds and private equity via traditional equity, fixed income, structured credit (CDOs & CLOs), mezzanine debt, private lending, real estate, and real asset investments.

In his role, Eric is responsible for financial management and control in providing timely, decision based financial insights, upholding excellent accounting standards, and implementing effective internal controls. Eric oversees finance for all domestic and foreign subsidiaries, and manages various areas including internal financial reporting, external statutory reporting, tax oversight, and accounting policy. Eric also serves as the Statutory Auditor and Board member for various foreign subsidiaries of Barings LLC.

Previously, Eric was the Chief Financial Officer and Treasurer of Pyramis Global Advisors Trust, a division of Fidelity Investments.  In this role, he was responsible for leading the finance function as both an officer and director of the company.  Eric also held other positions within Fidelity as Vice President of Finance in the Institutional Services Division and Vice President of Administration and Operations in Corporate Marketing Services.  Prior to joining Fidelity, Eric served as Vice President, Division Controller at Fleet Investment Services, which was the asset management division of Fleet Bank (later merged into Bank of America).

Eric holds a B.S. in Accounting from Bryant University in Smithfield, RI.

 

Harrison Marshall, Partner, McGuireWoods LLP

Harrison practices corporate law, including representing large corporations, emerging growth companies, venture capital and private equity funds, and colleges and universities. 

His work includes mergers and acquisitions, and corporate governance counseling to boards of directors, officers and shareholders. He represents venture capital and private equity funds in investments and divestitures, and represents their portfolio companies in connection with acquisitions.

Prior to entering private practice, Harrison served as captain of the JAG Corps in the U.S. Army. He was an Elliott Cheatham Scholar at Vanderbilt University Law School and a Samuel Bell Scholar at Davidson College. Harrison is chair of the firm's Finance Committee.

 

Jami Princ, Adaptive Insights, a Workday Company

Jami Princ represents Adaptive Insights, a Workday Company serving as an Account Executive for the Capital Region, empowering finance and management teams to automate budgeting, forecasting, reporting and data visualization. Jami has spent the last 7 years helping finance professionals make strategic technology decisions to help digitally transform their business practices to meet regulatory requirements, modernize their application platforms and take advantage of emerging technologies. Over the past two decades, Jami has helped midsize companies evolve their business processes to cloud based solutions, adapt and innovate their processes for growth and assist with the change management. Jami holds a BA in Communications from Wichita State University.

 

Brian Simpson, CFO, Brady Services

Brian joined the Brady Family of Companies in 2018 as the Chief Financial Officer. He holds both bachelor’s and master’s degrees from Duke University and brings with him over 30 years of executive leadership in financial services. Before joining Brady, Brian has held key leadership roles with companies such as Wachovia Corporation and CommunityOne Bank. He is a Greensboro native with strong ties to Duke University and the Charlotte banking communities.

 


Click here to learn more about CFO Leadership Council. 

Registration

CFO Leadership Council members may attend this program for free. 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 at a one-time cost of $60.

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 Jennifer Langley, Southeast Regional Director, at jennifer@cfolc.com.

 


Cancellation Policy

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

 


CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits: 1.5 CPE credits in
Personal Development
 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

 



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