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Law School for the CFO by The Dallas CFO Leadership Council
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Law School for the CFO presented by The Dallas CFO Leadership Council Tuesday, February 18, 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 1.5 CPE Credits Awarded

When: February 18, 2020
7:30-9:15 AM
Where: Lincoln Centre
5430 LBJ Freeway
Tower 3, 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/Tower 3. (see map below) 

Program Description

Join us for ‘Law School for the CFO,’ an informative session on the legal topics today that directly affect the health of your business. Our legal experts will weigh in on topics CFOs are most interested in and provide practical and actionable advice to help you avoid unintentional pitfalls and risks. 

Topics to be covered:
o M&A
o Contracts
o Information Security
o Social Media
o Employment Law

Learning Objectives

• Due Diligence Readiness – M&A, Audits, Debt & Equity Financing, etc.
• Employment Law basics and what CFO’s should know
• Information Security Law and regulation
• The legal “skinny” on Social Media in the workforce
• Negotiating Commercial Agreements/Contracts



Drue Pounds, CFO, StateServ
Drue is a CPA and MBA with over 22 years experience leveraging strategic perspective and hands-on capabilities in private and public companies with domestic and international operations. He has spent over 18 years as a leader of finance and accounting organizations in public (U.S. and Canada) and private equity environments in manufacturing, consumer goods, healthcare and software/technology services companies. He has significant experience purchasing and integrating acquisitions along with ERP/MRP selections and implementations including SAP, EPICOR, BPCS and Great Plains and reporting systems such as Hyperion, Cognos and Outlooksoft. 

Drue earned his MBA, University of Southern California, Los Angeles, California, August 2008.

Joshua Rogers, 340B, PBM, and Compliance Consultant
Joshua has more than 13 years’ experience in a diverse range of legal roles within the land development, technology, healthcare, and insurance industries. He has served as Vice President, General Counsel, and Chief Compliance Officer and principal legal advisor to multiple Boards of Directors. His experience includes regulatory interpretation, corporate governance, privacy and security compliance, labor and employment, and contract law and has provided legal oversight for Medicaid, 340B, ACO, disease management, and PBM clients and vendors. Joshua has presided over special audit committees for external audits and served as a member of the NCPDP Workgroup 9: 340B claims labeling project. Joshua earned a Bachelor of Arts in Organizational Communication and a Masters of Business Administration from California State University in Sacramento, CA, and a Juris Doctor from the University of the Pacific, McGeorge School of Law in Sacramento, CA. Joshua recently moved to Phoenix, Arizona after having lived almost twenty years in Northern California. His consulting and legal practice includes clients from all parts of the United States.

Matt Bracy, Partner, Scheef & Stone LLP
Mr Bracy is a former General Counsel and litigator, now a corporate and business lawyer who understands the big picture business issues from all perspectives. He is currently working on domestic and international business matters, including mergers & acquisitions, finance, contracts, commerce, and general corporate matters. Specialties include corporate, business transactions, business law, government relations, and litigation.

Crystal Woods, Partner, DLA Piper
Crystal Woods has a diverse legal practice involving labor and employment and complex commercial litigation, with a primary focus on litigating disputes and counseling on matters implicating trade secrets, restrictive covenants and fiduciary duties.

She has successfully represented clients in a range of disputes before state and federal courts, administrative agencies and arbitration panels, including disputes involving enforcement of employment agreements and restrictive covenants; workplace discrimination, retaliation and harassment; wage-and-hour class and collective actions; and a variety of tort and complex contractual matters. She has significant experience defending and prosecuting high-stakes claims involving business entity separations, executive departures, and the usurpation of corporate opportunities by former high-level employees – cases that often require emergency injunctive relief. Her background in the fiduciary duty arena also includes conducting internal investigations, assisting clients in civil and criminal matters before regulatory bodies and defending shareholder derivative actions.

Crystal regularly advises companies on employment aspects of significant business transactions, including overseeing due diligence of a target's employment practices and counseling on executive employment, separation and restrictive covenant agreements. She also counsels employers on compliance with federal, state and local employment laws and regulations, and on litigation avoidance measures.

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 CPE credits in Business Law
 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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