Beyond the Numbers: The CFO as an Agent of Change
How finance can take the lead in business transformation
Businesses are re-inventing themselves as highly responsive, customer-centric, technology-driven organizations which effects every role in the organization, including the CFO.
Among the many hats they wear on a daily basis, CFOs continue to ensure that there are no compromises in compliance, provide transparency across all metrics to support a company’s regular financial performance and operations while safeguarding the organization’ s trust and reputation.
In today’s climate, the traditional CFO remains vital to maintaining business integrity. However, to support ongoing business transformation, the CFO role must evolve from fiduciary to visionary. Instead of challenging change, they must lead it and they are in the best position to do so.
Join us for “Beyond the Numbers: The CFO as an Agent of Change,” where our panel of experts will share insights on navigating the evolving role of CFOs leading business transformation.
In this session you will learn:
How to determine the right balance between sustaining existing business operations and introducing new initiatives
How an organization combats the biggest barrier to change to enable innovation in an existing culture
What the trade-offs are between build, buy, or partner strategies
How CFOs can leverage data as a strategic asset to drive change
Click here to learn more about CFO Leadership Council.
To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event 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 for $50.
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.
For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Marketing Director, Baltimore Chapter at firstname.lastname@example.org.
If you would like to cancel your ticket or request a refund, please email email@example.com. Refunds are available up to 24 hours prior to the program.
Instructional method: Group-Live
Recommended CPE Credits: 1.8 CPE 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: www.nasba.org
About Our Speakers
Christopher Helmrath, Managing Director, SC&H Capital
As the founder of SC&H Capital – the investment banking and advisory practice of SC&H Group – Chris Helmrath preaches that everything the practice does needs to be about what is in the best of the client, and that the root of everything is in the strategy to exceed every clients’ expectations. But it’s not only the client who Chris and the SC&H Capital team has top of mind — they will never let a referral partner down.
In addition to his 30+ years of investment banking experience, Chris has served as a corporate strategy professor in two graduate schools of business; the Loyola University Sellinger School of Business and the Johns Hopkins University Carey Business School, where he served as the Director of the M.B.A. Capstone Program for over 10 years.
With experience spanning various industries — including healthcare, government contracting, technology, manufacturing, and professional services — Chris’ transactional and advisory service engagements have reached over $8 billion, in aggregate. He has a track record of helping owners, boards of directors and management teams increase shareholder value. He has advised organizations on the best methods for achieving goals, provided real-world tools for measuring and evaluating progress, and led sell-side, buy-side, and capital raising transactions.
Chris is a General Securities Principal and Representative (Series 7, 79, 63 and 24).
Jim Russell, CFO/ COO, North American Millwright Services
Jim Russell is the Chief Operation Officer and Chief Financial Officer, North American Millwright Services. Jim is a Corporate Finance/Operational Officer with 35 years' experience in planning and management of comprehensive accounting, financial planning, investment, asset control, lending and banking operations. He has a broad-based background in real estate acquisition, financing and economic impact as well as substantial experience in corporate information systems management.
Prior to North American Millwright Services, Jim was the Chief Operations Officer, Chief Financial Officer, Treasurer/Sales Director for Severn Graphics, Inc. where he was independently responsible for the planning, administration and management of all financial, accounting, investing and information management operations for this $3 million, multi-media presentation corporation with 30+ employees.
Jim’s key areas of responsibility include accounting management; contract/lease negotiations; corporate banking; government relations; and sales and marketing.
Jim received his BS, Accounting/Taxation from the University of Baltimore, Baltimore, MD and his AA in Marketing and Management from Essex Community College, Baltimore, MD. Additionally, Jim completed numerous professional seminars and continuing education courses on topics including finance, tax, real estate law and data processing. Completed a Strategic Business Planning course at Loyola College.
Jim is active in both professional and civic organizations, including: Anne Arundel Economic Development Corporation; Anne Arundel Economic Development Finance Committee; Baltimore Roman Catholic Development Committee for Education, Member; Club Ocean Villa Condominium Association, Treasurer/President; Glen Burnie Urban Renewal Advisory Committee, Member; Mercy High School Father's Club, Board Member/ Vice President.
Additionally, he is active in the following: St. Anthony's Home School Board, Board Member; Santa Claus Anonymous, Board Member; Santa Claus Anonymous, President; Advertising Association of Baltimore, Treasurer; President of Dundalk Chamber of Commerce; Board Member of University of Baltimore Merrick School of Business; Board Member of Carver Baltimore City High School; Board Member Research Manufacturing Institute RMI; and Board Member Association of Subcontractors.
Walt Starr, VP Finance, Net Craftsman
As NetCraftsmen’s Vice President of Finance, Walt is responsible for ensuring the Company meets its financial objectives and has proper internal controls in place. He brings 28 years of experience, in a variety of Senior Financial Leadership positions across organizations in a wide range of industries, ranging from $10M to $1B+ in Revenue. He is a multi-dimensional financial leader, with experience within technology, logistics, digital marketing and professional service industries. Walt has a keen ability to look beyond the numbers, and understands how to align Finance, Operations, and Strategy. Walt works to help guide the company’s financial planning and management and works closely with the Leadership Team to grow the business.
Walt’s previous experience includes CFO, VP Finance, Controller, & Director level roles in organizations ranging from small and mid-sized companies to $1B+ in revenue. Specific experience includes financial planning & analysis, mergers & acquisitions, management buy-outs, international finance, private equity, IPO filing, raising debt and equity funding, credit facility negotiations. He holds a BS Degree in Finance, from Towson University, and an MBA from University of Baltimore.
Lynn Wilkinson, CFO, The Arc Northern Chesapeake Region
Lynn Wilkinson is the Chief Financial Officer at The Arc Northern Chesapeake Region (The Arc NCR) in Aberdeen, Maryland. She has worked at The Arc NCR since 2016, overseeing the financial well-being of the organization. She has over 15 years of financial experience in the public, private and non-profit sectors.
Wilkinson’s focus at The Arc NCR is to lead the strategic financial, information technology, and operational planning for the organization. Her accomplishments while at The Arc NCR include guiding the organization towards financial growth by advising team members of best ways to utilize funding, as well as grow our investments and programs. She has also been instrumental in enhancing policies and practices ensuring compliance with federal and state guidelines. Wilkinson also heads the agency’s Corporate Compliance Committee, Standing Committee and Health and Safety Committee. Her exemplary leadership skills, team-player mentality, strong comprehension of financial and grant reporting, as well as budgeting skills make her a valuable senior leadership team member.
Wilkinson is a Certified Public Accountant. She received her Bachelor of Science in Accounting from Towson University. Wilkinson has a passion for the environment and has volunteered with stream clean up’s, planting trees, and oyster restorations in Annapolis and the Eastern Shore. In addition, she is a devoted animal lover and has volunteered with various animal rescues.