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CFOs as Growth Agent – Advancing the Success of Your Business
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CFOs as Growth Agent – Advancing the Success of Your Business

CFOs as Growth Agents – Advancing the Success of Your Business hosted by: The Washington, D.C. CFO Leadership Council Tuesday, March 19, 2019 7:30 a.m. - 9:30 a.m

 Export to Your Calendar 3/19/2019
When: March 19, 2019
7:30-9:30 AM
Where: The offices of BDO
8401 Greensboro Drive
1st Floor - Lobby Level Conference Center
McLean, VA  22102
United States
Contact: Debbie Lindner


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Program Description:

 

No matter your company type or size, enabling innovation can be difficult if your culture isn’t supportive of new ideas. For example, getting new products or services off the ground can be tough if employees are consumed by existing business requirements. Pursuing acquisitions and integrating new companies brings new risks into the picture. All of these roadblocks grinds your innovation to a halt, leaving you in the dust of your competitors.

 

Join us for CFOs as Growth Agent – Advancing the Success of Your Business,  where our panel of experts will discuss how new and established companies are breaking ground and implementing creative strategies to create and launch new products and services that can grow the top line.

 

Learning Objectives:

 

  • How to enable innovation in an existing culture
  • Best practices for incubating new ideas
  • How to overcome corporate inertia when developing and launching new growth plans
  • Winning approaches for launching new products & services
  • The trade-offs between build, buy or partner strategies

Breakfast and networking is from 7:30 a.m. to 8:00 a.m. Our program will start at 8:00 a.m. and end at 9:30 a.m


Speakers

 


 

 

Click here to learn more about CFO Leadership Council. 


Registration

To register for this program, simply click on the green tickets button and then click one of the two registration buttons and complete the form as requested.

All 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 for $60.00.

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, Marketing Director, Washington, D.C. 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 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

Patrick M. Byrne, Partner and COO/CFO, DAS42

Patrick is an experienced senior executive providing strategic guidance for growing professional services firms. He has deep expertise in all aspects of operations and finance in addition to building and managing teams across functional areas. Patrick is a hands on leader and will be responsible for overseeing operational direction at DAS42, closely integrating growth with the consulting team.

Prior to DAS42, Patrick was a Partner and Chief Operating Officer of Edgeworth Economics, a leading economic, financial, and quantitative consulting firm. He was responsible for the firm’s operational leadership, which included developing and overseeing the strategic direction that reflected the firm’s core values. Mr. Byrne handled the company’s day-to-day operations and long-term planning, including financial operations, IT infrastructure, real estate, and risk management.

Mr. Byrne received his MBA from Yale University’s School of Management and his BA in economics from Hobart College, where he was inducted into Hobart’s Economic Honor Society, Omicron Delta Epsilon

 

John Gambaccini, Partner, Womble Bond Dickinson

A Corporate and Securities Transactions partner and member of the firm’s Public Company Advisers Team, John Gambaccini has more than 15 years of experience advising middle-market public and private companies, investors and individuals in connection with mergers and acquisitions, capital and equity financings, securities regulation, joint ventures, corporate governance, and general corporate matters. His experience with clients crosses a variety of industries, including technology, health care, finance, government services, and industrial manufacturing.

John has a particular niche in assisting private equity funds and related financial sponsor groups in domestic and international middle-market transactions. He also represents private equity portfolio companies through their life cycle, from acquisition through add-on acquisitions, growth and exit.

A native Ohioan, John now practices law from the firm’s northern Virginia office, where he is also active in the Association for Corporate Growth - National Capital Chapter (ACG) and the Alliance of Merger & Acquisition Advisors(AMAA) - DC/MD/VA chapter.

Bar admissions

2013, Virginia

2000, Ohio

Education

J.D., 2000, The George Washington University Law School

B.A., 1997, The University of Akron: Political Science

  • summa cum laude

 

 

Kellie Goldstein, Senior Vice President, Corporate Controller, K12

Kellie A. Goldstein is Senior Vice President and Corporate Controller for K12 Inc. (NYSE: LRN), a $1B EdTech company based in Herndon, VA.  She is a Venture Partner at NextGen, a network-driven venture firm that brings together hundreds of part-time venture capitalists who invest in and support a portfolio of exceptional entrepreneurs.  She is a Board Member for Audience Awards, an entertainment technology platform disrupting and democratizing traditional branded entertainment by powering turnkey video contests that bring together filmmakers, audiences and brands.

Previously, Kellie was the Chief Financial Officer and Senior Vice President for Travel Channel, the world’s leading travel media brand.  Before that, over a 12+ year career at Thomson Reuters, her roles included:  Chief Financial Officer, Emerging Markets and Chief Financial Officer, Asia based in Hong Kong (two of the highest growth and strategic divisions), Global Controller, and Senior Vice President of Financial Planning and Analysis.  She also has experience raising venture capital, in global mergers and acquisitions and with an initial public offering.  She is a CPA and has worked as an Adjunct Faculty member at the University of Virginia, and also worked for Hagler Bailly and CACI. 

Goldstein is a graduate of the George Mason University School of Management with a MS in Accounting and of Virginia Tech with a BS in Finance. She has also attended the Tuck School of Business at Dartmouth for their Executive Education - Strategic Financial Leadership program.

John D. Gordon, CAO and Controller, Howard University

 

John D. Gordon, CAO and Controller, Howard University is a practical, action-oriented financial executive who takes a straight-forward, collaborative approach to developing systems, controls, and process improvements.  Mr. Gordon delivers efficiency and productivity enhancements across a broad range of industries in the public and private sectors. He is a change agent who is passionate about mentoring and developing highly skilled financial management teams to support achievement of overall goals and objectives. Mr. Gordon inspires a shared vision for superior execution by setting challenging goals, invigorating and enabling teams to achieve them.

 

Mr. Gordon was recruited by the University President to modernize and streamline legacy accounting and finance processes, enhance internal controls, and reduce material audit deficiencies.

 

As Chief Accounting Officer, he leads accounting, reporting and financial management with a staff of 50. Mr. Gordon sets accounting controls and finance internal control policy and oversees external financial audits for the university and hospital, benefit plans, NCAA and A-133 audits. He leads set-up and oversight of international companies and operations for grants and contracts.  Mr. Gordon also oversees post award management of grants and contracts. He is a member of the compliance and risk management team for the university.

 

          Reduced time to close each month from 20 business days to five.

 

          Reduced material audit deficiencies from 23 to 10 in less than two years.

 

          Reduced time needed to complete annual audits by three weeks.

 

Prior to Howard University, Mr. Gordon was with BET Networks. Originally hired as Corporate Controller and Director of Business Affairs for the Publishing Group to support compliance with SEC and to standardize financial reporting processes across multiple subsidiaries. After four years, was recruited by the Public Broadcasting Network. Later asked by BET to return to serve as financial lead during sale of BET to Viacom.

 

Education

Certificate in Executive Leadership, University of Southern California, Los Angeles

MS in Accounting, James Madison University, Harrisonburg, VA

BBA in Accounting, James Madison University, Harrisonburg, VA

 

 

Professional Credentials

CPA, American Institute of Certified Public Accountants, State of Virginia Board of Accountants

CGMA (Chartered Global Management Accountant), American Institute of Certified Public Accountants

Member of the American Institute of CPAs, Chartered Global Management Accountants,

and the Virginia Society of CPAs

 

 

Community Service

Graduate Chapter of the Omega Psi Phi Fraternity: Mentor at risk middle school students, active volunteer with homeless shelters, volunteer voter registration, and other philanthropic activities

 

Value-Add Snapshot

Reduced accounting close each month from 20 business days to five

Decreased time needed to complete annual audits by three weeks. Saved 200 hours per year in external audit costs.

Partnered directly with President and Board of Trustees to manage endowment assets values at over $700M

Led implementation of Sarbanes-Oxley Section 404 and all required corporate audit processes.


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