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CFO's Guide to Valuation by The Dallas CFO Leadership Council
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CFO's Guide to Valuation presented by The Dallas CFO Leadership Council Tuesday, November 19, 2019 @ 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: November 19, 2019
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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Program Description:

Open up any corporate finance textbook, and you'll find pages devoted to valuation theory, valuation principles and mathematical techniques for arriving at a rational and dispassionate value for your company. But no matter how sound these theories are, companies are valued in the real world, by real people with varied motives, amidst a dynamic market and uncertain future that no one can perfectly predict.

Join our expert panelists and discover insights into the valuation process and how you can improve your outcome!

Learning Objectives:
• How to achieve the best outcome
• What are the different drivers and hazards affecting it
• What should the focus be for the CEO and CFO in driving up their company’s valuation
• Valuation, what’s the theory, mathematical techniques and principles for arriving at “that” number.






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)



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 Management & Organization
 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:

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Speaker Details:

Chris Doty, CFO, Siepe
Chris is the CFO for Siepe, a privately held SaaS company that provides flexible technology services to asset managers to transform their business. Chris has over 25 years of management, finance and accounting experience in a variety of industries, including software, data, healthcare and telecom. He is an accomplished finance professional with a strong record of driving strategies, initiatives, and processes that generate significant gains in financial performance and operational efficiencies for businesses. Over the years Chris has participated as a panelist in different forums covering topics such as financial modeling, budgeting/forecasting and SOX compliance. Chris is a CPA and a graduate of The University of Tulsa.

Shaun Buckley, CPA, Partner, Transaction Advisory Services - Financial, BDO

Shaun has 23 years of experience providing transaction advisory services. He currently provides financial due diligence and structuring, deal process management, consultation regarding transaction documents and closing and post-closing services to private equity and private/public strategic clients. Shaun has provided assistance on acquisitions, divestitures and recapitalizations covering a broad range of industries including manufacturing & distribution, food processing & distribution, healthcare services, oil & gas services, business services, automotive, consumer products, and technology services.


Ben Koch, Managing Director, Global Investment Banking, Bank of America Merrill Lynch

Ben Koch is a Managing Director within the Investment Banking practice of Bank of America Merrill Lynch. With a career spanning over 20 years, Ben has extensive corporate finance and investment banking experience comprising over $100 billion of M&A and financing transactions in sectors such as Technology, Consumer and Industrial. He has advised on numerous M&A assignments, including sell-side and buy-side transactions, joint ventures, leveraged buyouts as well as executed numerous debt and equity financings including several IPOs, convertible debt, follow-on equity and bond offerings.


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