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How CFOs Attain Board Seats by The Dallas CFO Leadership Council
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How CFO's Attain Board Seats presented by The Dallas CFO Leadership Council Tuesday, January 21, 2020 @ 7:30 AM - 9:15 AM (Central Time) Agenda: 7:30 AM to 8:00 AM Networking | 8:00 AM to 9:00 AM Program | 9:00 AM to 9:15 AM Q & A

When: January 21, 2020
7:30-9:15 AM
Where: Lincoln Centre
5430 LBJ Freeway
Suite 350
Dallas, Texas  75240
United States
Contact: Mary Christensen
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Parking Information
If entering the Lincoln complex from Toll Road, turn on Harvest Hill Road to access visitor parking behind the complex.  Suite 350 is located on 3rd floor in Building Three.  (see map below)

Program Description

Have you always wanted to land a seat on a corporate board?  There are more opportunities for CFOs to join a board than ever before!  Corporations value the CFO skill set, and in particular there is a great need for financial experts to serve on audit committees.

Join us for this informative program and find out what it takes to secure a board seat, and how to excel once you're there! Our panelists will share their experiences, and offer practical tips designed to assist you during your search.

Learning Objectives 

  • Leverage the skill set you have developed as a CFO to ensure success as a board member

  • Strategies for developing your personal brand and network to be considered for board opportunities

  • Build relationships with fellow board members and company officers to ensure success

  • Balance the dual obligations of being a CFO and a board member at the same time




More Information:
For more information about this program or The CFO Leadership Council, please contact Jeanene Golden, Regional Director, at

To register for this program, simply complete the form above. Current CFO Leadership Council members may attend this program for free.  CFO Leadership Council members from all our chapters may also attend 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 

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.

CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits: 1.5 Credits in Personnel/HR
 Experience Level: Advanced
 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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Speaker Info

Bill Glatch, Client Service Partner, Tatum
Bill is a Business Development professional with 20+ years of relevant experience with over 15 years in business development. His goal is to assist companies in achieving their business objectives by tackling business challenges in the areas of finance and accounting, information technology, internal audit, and compliance by providing innovative and quality solutions delivered by the highest quality and most experienced professionals in the industry. Prior to Tatum, Bill was the Business Development Manager with The Controller Group.


Kim Sheehy, CFO, ResMan LLC
Kim is currently the CFO of ResMan, LLC. She has served as an Independent Board Director on the Board of Switch, Inc and the Chair of the Audit Committee. Kim joined StackPath after serving as Chief Financial Officer and Chief Administrative Officer of publicly-traded CyrusOne where she was named CFO of the Year by the Dallas Business Journal. Before CyrusOne, Kim held positions at Cincinnati Bell such as VP of Investor Relations, VP of Finance and Treasurer, and VP of Financial Planning and Analysis since 1996. Cincinnati's One Hundred Wise Women program awarded Kim one of the community's most accomplished women. She is a Certified Public Accountant and a graduate of the University of Cincinnati.

David Brown, CFO, Trillium Flow Technologies
David is an experienced finance executive with over 30 years of global finance leadership spanning both private and public owned multi-national companies. He served as Chief Financial Officer and Chief Accounting Officer & Controller with General Electric Dresser amongst other experience. He started his career with PricewaterhouseCoopers and served global energy clients while based in the USA, England and Russia. He has been an independent director and audit committee chair for Perma Pipe International Holdings, Inc. since 2015. Mr. Brown is a licensed Certified Public Accountant in Texas and has a B.B.A. in accounting from the University of Texas at Austin.

Dennis Cagan, Principal, Caganco, Inc
Dennis Jay Cagan is a recognized authority in the high-technology industry and in small private company governance. He is a respected CEO, entrepreneur, professional board member, venture investor, mentor, consultant, and Shadow CEO™. Dennis’ career spans 46 years of founding and leading a wide variety of information technology, software, services and Internet firms. Dennis has been on almost 50 corporate boards – and is currently authoring a series of articles on the dynamics of the private and early-stage company Boards of Directors. He has done business in dozens of countries and has an impressive track record of both start-up and turn-around situations. Dennis has founded over a dozen enterprises, and has participated in taking several public. Dennis currently serves on three corporate Boards: Copper Mobile, Acorn Technologies, and Truston. He is active in his church, and lives with his wife Angelia, their youngest daughter, one Golden Retriever and two cats in Carrollton, TX.

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