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The Orange County CFO Leadership Council Presents: The Expanding Role of the CFO
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THE EXPANDING ROLE OF THE CFO Presented by: The Orange County CFO Leadership Council Wednesday, March 18, 2020 7:15A to 8:00A Networking | 8:00A to 9:30A Program

 Export to Your Calendar 3/18/2020
When: Wednesday, March 18, 2020
7:15 AM to 9:30 AM
Where: KPMG | Irvine
20 Pacifica, Suite 700
Irvine, California  92618
United States
Contact: Debbie Dunn & Stacy Hall

Online registration is available until: 3/17/2020
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While CFO’s across all organizations demonstrate strong financial acumen and functional expertise, the most successful CFO’s acknowledge the need to leverage competencies beyond financial oversight that align with the tenets of their organization’s strategy, culture, and stakeholders.


Our panel will discuss what companies are looking for in a CFO candidate today.  What CFOs do they feel deliver the best value for internal and external stakeholders?  What recent changes to the demands of the position do they find crucial?  In sharing both their positive and negative experiences, our panel will provide the audience with a better understanding of the skills necessary to drive true CFO leadership across any organization.




  • How and why the role of the CFO has evolved to a strategic and operational leader.

  • The inherent skills and proficiencies the executive team, board, and other key stakeholders expect CFOs to possess from day one

  • An overview of the new responsibilities the CFO role now oversees. 

  • How a CFO can leverage a nimble strategic and operational mindset designed to deliver value in multiple organizational settings.

  • How to effectively partner across functions and up and down an organizational chart in any environment.

  • How strong CFO leadership can drive tangible value for business growth. 

  • How to increase the influence of Finance across the company’s business.

  • Mistakes and missteps CFOs could be making.



Click HERE to learn more about CFO Leadership Council. 



All CFO Leadership Council workshops are FREE for members. Non-member senior financial executives are welcome to attend this program for $65.

PLEASE NOTE THAT CFOLC EVENTS ARE EXCLUSIVE TO SENIOR FINANCIAL EXECUTIVES ONLY.  (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.)  Service providers, business development and sales executives are restricted from attending. The CFO Leadership Council reserves the right to decline any registration.



Instructional method: Group-Live

Recommended CPE Credits: 1.8 Credits in Personnel/Human Resources

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:



For more information about this program or The CFO Leadership Council, please contact Debbie Dunn, SoCal Marketing Director, The CFO Leadership Council at, or Stacy Hall, Regional Director, The CFO Leadership Council, at



If you would like to cancel your ticket or request a refund, please contact Debbie Dunn at email above. Refunds are available up to 48 hours prior to the program.



Amir Feder, Chief Financial Officer, Hughes Marino - Amir is chief financial officer at Hughes Marino, an industry-leading commercial real estate firm with offices across the nation. Amir leads all aspects of the firm’s finances and is based in the firm’s headquarters.

Amir’s career has spanned over twenty years, providing financial leadership to innovative organizations in the tech, media, gaming and entertainment industry. He is excited to devote his energies to commercial real estate and partner with the executive team to scale the business through hyper growth while maintaining a focus on culture.

Amir’s most recent role was Global Chief Financial Officer at Droga5, an award-winning advertising agency in NYC. During his tenure, headcount grew from 50 employees to 700. Amir led the sale of Droga5 in a landmark deal to Accenture in 2019.

Amir holds an MBA, Finance and Media from the Fordham University.  In his free time, Amir and his family enjoy the outdoors and are very passionate in supporting animal rights.


Dipak Shah, Chief Executive Officer, Site 1001 - Dipak is an accomplished, innovative Financial and Technology (FINTECH) SaaS leader with 30+ years of experience in Technology, Engineering, Sales and Investment Banking. With experience leading corporate, entrepreneurial, mid/stage and start-up business ventures, Dipak has been successful in developing, leading and growing organizations from inception to IPO or sale that has ranged from $40M-$750M.


By leading with integrity, collaboration and transparency, Dipak has been able to focus on performance and increased top and bottom line growth in all endeavors.  Dipak's focus has always been to build top notch teams to increase both operational and capital efficiency.  With an uncanny ability to raise funds, Dipak has consistently built products that provide solutions to problems with sustainable growth.  He is known to be an "out of the box" analytical thinker, and "rainmaker" who can make deals happen.   


Dipak has served as advisory and member to boards including Obsidio Therapeutics, Inc., GigalO, and GlyTR Therapeutics.  He earned a BSEE and BSEE in Electrical Engineering from Wichita State University, and an MBA in Finance & Business Strategy from UC Irvine.


Matt Svetich, Managing Director, Effectus Group - Matt is the Managing Director for Effectus Group’s managed service practice which specializes in providing accounting staff augmentation on a full-time project basis to high-growth companies.  Matt has over 20 years of experience in public accounting, including 10 years at KPMG (in the Silicon Valley, Boston, and Brazil offices). Matt has worked with all types of companies from start-ups to large public companies valued at over $10 billion. 


Prior to joining Effectus, Matt was one of the founding partners of a successful international accounting firm focused on cross-border transactions.  Matt also worked in a software security start-up in San Francisco that had a successful exit with Checkpoint.


Matt has been heavily involved in the the start-up community including serving as a judge for Harvard Business School’s venture start-up program, guest lecturer at Northeastern University’s school of business, and an international business delegate for San Francisco Mayor’s office.  Matt has also been working as a steering committee member with the CFO Leadership Council for almost 10 years (in the San Francisco, Silicon Valley, Boston, and Orange County chapters.)

He is a Certified Public Accountant in California and holds a master's degree in Accounting and a dual bachelor degree in Economics and Business Administration.

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