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Mastering the Complex CEO/CFO Relationship by The Jacksonville CFOLC
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Mastering the Complex CEO/CFO Relationship by The Jacksonville CFOLC

Mastering the Complex CEO/CFO Relationship Tuesday, September 17, 2019 7:15 AM - 7:45 AM Coffee and Networking | 7:45 AM - 8:00 AM Breakfast Buffet | 8:00 AM - 9:15 AM Presentation

9/17/2019
When: September 17, 2019
7:15 AM - 9:15 AM
Where: The River Club
1 Independent Dr # 3500,
Jacksonville, Florida  32202
United States
Contact: Jennifer Langley
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Program Description:

The role of the Chief Financial Officer has evolved dramatically over the past several years. More than ever, the relationship between the CFO and the CEO plays an integral part in the effectiveness and success of both – and indeed the business. So how can a CFO drive growth and understanding in this relationship for the benefit of the business? Join us for ‘Driving Growth in the Complicated Relationship of CFO and CEO,’ where our panel of executives will dissect why this relationship can be so complex, and strategies that CFOs can undertake to improve and expand upon this relationship.

Learning Objectives:

  • Starting from Day One: How to develop and maintain a partnership with the CEO
  • Managing differences: What happens when objectives are not in alignment
  • Beyond GAAP: What financial information do CEOs really care about
  • How to become the most trusted advisor to a CEO 

  


Speakers:

 

Amy McGeorge, Managing Parter, Peoplr (Moderator)

Amy is the founder and managing partner of Peoplr, a global HR consulting firm focused on helping high-growth organizations to scale and grow successfully.  Amy has more than 25 years of experience leading consulting engagements for large companies such as Best Buy, AT&T, CSX, Sears Holdings, Kraft, and Time Warner, as well as a variety of non-profits and more than 50 early stage and growth companies across the North America and Europe. Focused primarily on working with business owners, boards and executives to develop and implement business and people strategies, Amy brings significant executive operations, financial and HR experience to her consulting engagements. She began her consulting work at Hewitt in Chicago where she led large projects and served as Managing Consultant for one of the firm’s largest clients. She then served as an executive at Citigroup, where she was COO of the bank’s employee benefits business and helped grow that unit from $25M to over $500M.  She went on to become COO of Vurv Technology where she directed all aspects of the software company’s global operations prior its sale to Taleo (NASDAQ:TLEO) for 5x recurring revenue.

McGeorge has completed executive education at the Wharton School of Business, holds a B.A. in Business Administration and Psychology from Alma College, and was awarded the Diplome de Langue from the Alliance Française in Paris, France. She is active in several community non-profit boards, and is a frequent speaker and guest on WJXT’s Morning Show on matters in the workplace.

 

Shane Cormier, CFO, Proactive Strategies

Shane Cormier is the leader of Proactive Strategies, a specialized CFO service organization and is on the Board of Directors of Patriot Services Group, both in Jacksonville, Florida.  

Most recently, he served as the Chief Financial Officer for Jacksonville based AutoQuotes, Inc., the industry leading software company for the Foodservice Equipment industry.  Mr. Cormier has extensive experience with non-profit entities, most recently having served as a contract executive for Step Up for Students, the largest non-profit provider of education assistance programs to children K-12.

Mr. Cormier has over 20 years’ experience in leadership roles involving planning and directing companies and business segments as controller, COO and CFO with revenues ranging from $500 thousand to $3.9 billion. He has served as COO/CFO for Team JAS, V.P. of Finance and Controller for Compass Consulting Group and CFO for All Weather Contractors. He specializes in profitability and organizational improvement strategic accounting, and finance leadership across a diverse platform of industries.

Mr. Cormier is a current member of the American Institute of Certified Public Accountants (AICPA), and previously served as the Treasurer for the Aeronautical Repair Station Association (ARSA) and the Aviation Alliance Insurance Risk Retention Group (AAIRRG). There he served as one of the 17 founding members and helped establish the first Captive Insurance company for Aviation Repair Stations in the United States. Mr. Cormier received a Bachelor of Science in Finance from McNeese State University, a Master of Accountancy (President’s List) from Grand Canyon University and is a Certified Public Accountant licensed in the state of Florida

 

Dow W. Stewart, Chief Financial Officer (Retired)

Dow W. Stewart was the co-founder and Chief Financial Officer of R. J. Walls & Company, a broker/dealer and investment management firm based in Princeton, NJ. During his tenure, Mr. Stewart created and managed the high-net-worth individual and institutional client groups and managed private client portfolios.

Before starting R. J. Walls, he worked at Merrill Lynch for almost 20 years where he served as Chief Financial and Administrative Officer of Global Institutional Sales and Trading. After Merrill Lynch separated its business groups, Mr. Stewart's role expanded to the Global Equities Division, serving as its Global Manager. In this role, he managed the operations, financial, human resources, systems and administrative groups supporting world-wide Research and Institutional Equity Sales and Trading.

Well-versed in numerous global equity, fixed income, derivatives, and currency products, Mr. Stewart has a keen knowledge of investment business user needs.

 

Dennis C. Vacco, Partner, Lippes Mathias

Dennis C. Vacco is a partner with Lippes Mathias Wexler Friedman LLP and also the Team Leader of the firm’s Government Investigations Practice.  As part of his practice at Lippes Mathias, Mr. Vacco works with CFOs, CEOs, In-house Counsel, etc. on internal and government investigations, compliance programs, litigation, and cybersecurity plans or breaches. 

He was elected New York State Attorney General in 1994 and served until 1999.  In 1988, he was appointed United States Attorney for the Western District of New York by President Ronald Reagan after serving for 10 years as an Assistant District Attorney in Erie County.

Prior to joining Lippes Mathias, Mr. Vacco served as president of Waste Management of New York, LLC (“WMNY”), a subsidiary of Houston based Waste Management, Inc. (“WMI”). As president of WMNY, Mr. Vacco managed over 1,000 employees at 13 difference operating locations with annual revenue in excess of $750MM.  During his four plus years with WMNY he and his team dramatically increased the profitability of the company. 

 

Christopher Walker, Lippes Mathias Wexler Friedman LLP, Partner-In-Charge

Mr. Walker assists companies across the United States with corporate matters, including formations, operations, sales or dispositions, contract matters, and sophisticated mergers and acquisitions.  He also assists clients with business deals, ensuring proper structuring and operative implementation.  Mr. Walker focuses a portion of his practice on commercial real estate transactions and has successfully closed on over $750,000,000 of real estate acquisitions and financing matters, including complex and multifaceted 1031 exchanges and defeasances. Throughout his career, he has represented dozens of financial institutions across the United States in real estate secured and asset secured lending transactions. 

In addition to the above, Mr. Walker dedicates a portion of his practice to affordable housing and not-for-profit governance and financing.  His practice is dedicated to ensuring and growing affordable housing throughout the U.S. and participates in all aspects of financing transactions including HUD transactions, bond and other finance programs. 

 

 


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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