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Business Continuity: Transformation and Innovation by The Charlotte CFO Leadership Council
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Business Continuity: Transformation and Innovation by The Charlotte CFO Leadership Council

Business Continuity: Transformation and Innovation Friday, March 27, 2020 7:15 AM - 7:45 AM Coffee and Networking | 7:45 AM - 8:00 AM Breakfast Buffet | 8:00 AM - 9:15 AM Presentation

 Export to Your Calendar 3/27/2020
When: March 27, 2020
7:15 AM - 9:15 AM
Where: McGuireWoods
201 North Tryon Street
Suite 3000
Charlotte, North Carolina  28202
United States
Contact: Jennifer Langley

Online registration is available until: 3/26/2020
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Program Description:

The greatest challenge and opportunity facing a chief financial leader is to turn around a struggling enterprise. Strong and visionary financial leadership is one of the most critical components needed for a successful corporate transformation. We have assembled a panel of proven turnaround and innovation experts who will share the experiences in executing this most difficult of all business achievements. 

Learning Objectives:

  • Early signs: CFOs are typically the first to recognize early warning signs of slowing growth - when do you panic and how do you get the rest of the executive team to hear you?
  • Stabilization: CFOs know where the bodies are buried, how do you prioritize spend
  • Strategic: What's plan B and what are the milestones to get there
  • Cultural: Restoring trust, management changes, and inspiring the team 



TERRY COELHO, CFO, BioDelivery Sciences, International

Terry has over 30 years of experience as a multinational finance leader and executive, with broad business and leadership experience in general management and across all areas of finance, both for established businesses as well as start-up organizations, in the consumer goods, chemicals, cleaning & hygiene, B2B, and pharmaceutical industries, and with both US and international experience. Terry has a proven track record of success in fast paced, complex businesses and leading organizational/talent development, financial management, profitability improvement, sales operations, change management, strategic planning and driving process improvements.  She has successfully led multiple major change initiatives, turn-arounds and start-ups.

Prior to BDSI, Terry served as  Chief Financial Officer for Balchem Corporation (NASDAQ: BCPC), Chief Operating Officer for Diversey, Inc, and had previously served as the Vice President of Finance/Division CFO for Diversey Care and Vice President, Global Commercial Excellence, Diversey Care, a Division of Sealed.  Terry additionally held senior financial leadership roles at Novartis Pharmaceuticals and prior to Novartis, Terry has 20 years of experience at Mars, Incorporated in roles with increasing levels of responsibility, encompassing leadership across all areas of Finance. Additionally, while at Mars, Terry served as the President/General Manager for Mars Chocolates in Brazil, responsible for establishing the business from scratch

Terry is passionate about talent development and throughout her career has successfully created and/or led major talent and leadership development initiatives, mentoring, recruitment, internship and onboarding programs.   Terry was Co-chair of EWIN (Novartis Women’s Networking ERG) with >500 members and served as active member of the Sealed Air WIN Steering Committee.  She is an Advisory Board Member for both the University of North Carolina Charlotte Women in Business Board and the Northeastern University MBA Finance Track Advisory Board.  In addition, Terry is a founding Steering Committee Member of the CFO Leadership Council – Charlotte chapter.

Terry holds an M.B.A. in Finance from IBMEC (Brazilian private university, widely regarded as one of the leading and most prestigious institutions specialized in teaching & research in Business & Economics in Latin America) and a B.A. in both Economics and International Relations, summa cum laude, from The American University in Washington, DC. 


Brian Collins, Director, Risk & Recover, BDO


Brian joined BDO with 20+ years of commercial and governmental risk experience. A former combat-decorated infantry officer in the US Marine Corps, his passion is working with executives in times of change, challenge, and crisis, as well as helping leaders capitalize on emerging trends. Prior to Brian’s arrival, he led the crisis management practice for Lootok, a boutique New York City-based consulting and technology firm acquired by BDO in 2019.

Brian is an expert in integrating military models, cognitive science, design thinking, and game theory with industry risk management standards to create new ways of understanding the disciplines of crisis management, enterprise risk management, and business continuity.

Among experiences in the Marine Corps, Brian served as a Middle East/North Africa Regional Affairs Officer.  He led complex negotiations with public and private sector stakeholders on behalf of the US government across the Gulf region, gained extensive experience throughout the wider Middle East, and became conversant in Modern Standard Arabic.  Brian also served as foreign policy advisor to the Commander, US Special Operations Command with responsibility for providing geo-political and geo-economic advice to a four-star commander.  In that capacity and in addition to receiving two awards for heroic achievement in combat, Brian received the Superior Honor Award from the US State Department.

Brian has published on the topics of leadership, strategy, and political/economic risk in Joint Force Quarterly, War on the Rocks, Marine Corps Gazette, and Small Wars Journal.  He has also chaired panels and lectured for audiences as diverse as the Western Economic Association International (WEAI) and ESCP Europe Business School, as well as provided briefings to the US Congress through special commission.


In the private sector, Brian has worked extensively with partners in the energy, financials, health, industrials, and non-profit industries.  Brian’s clients are typically global in scale and often on the Fortune 300.  In the public sector, he has worked widely with leadership within international financial institutions (IFIs), as well as the highest level of US government with General/Flag Officers, Assistant Cabinet Secretaries, and Ambassadors.


International Institute for Strategic Studies (IISS) Overseas Security Advisory Council (OSAC)


Graduate, Senior Executive Fellows Program, Harvard Kennedy School of Government M.A., Security Studies, Georgetown University B.A., History, Virginia Military Institute


CHARLIE PLUMMER, Group CFO, Camin Cargo Control Inc.

Mr. Plummer is a proven, operationally-focused finance executive with a twenty year career of progressive leadership positions combining Fortune 500 finance experience at Ford Motor Company and Thermo Fisher Scientific with several middle-market CFO roles. Reputation for leading businesses to revenue growth and improved performance by partnering with leadership to drive identification and implementation of opportunities through action-oriented analysis and targeted metrics. Excelling in each role by leading overall business to deliver commitments by employing outstanding leadership, communication and business acumen along with developing high-performing teams.

EMILY HAK, District Manager, Insperity

Emily is District Manager in Charlotte for Insperity, an HR services company dedicated to helping small businesses succeed so the communities around them prosper.  Insperity was founded in 1986 and generated $3.8B in revenue in 2018.  Emily started with Insperity in Nashville where she was named 2015 Rookie of the Year and received the 2017 Arizpe Award for the highest client retention in the country.  She recently relocated to lead the Charlotte team.  Emily also serves on the board for both the Nashville Capital Network, connecting high growth model companies with venture capital investors, and High Hopes Development Center, an inclusive education and therapy center where children with special needs play, learn, and grow alongside their friends that are typically-developing.



(Bio coming soon).  Sally Rawlinson is the CFO of Americas at NTT - A top 5 global IT services provider with a 120-year heritage with over 3,000 employees. 


Click here to learn more about CFO Leadership Council. 


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


Cancellation Policy

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


CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits: 1.5 Credits in
Management Services
 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:


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