Print Page | Contact Us | Sign In | Register
The San Francisco CFO Leadership Council Presents Financing Strategies
Tell a Friend About This EventTell a Friend

Financing Strategies Presented By The San Francisco CFO Leadership Council

When: September 16, 2020
5:00PM - 6:15 PM PDT
Where: GoTo Webinar
United States
Contact: Debbie Dunn & Stacy Hall

Online registration is closed.
« Go to Upcoming Event List  


Program Description

CFOs are frequently faced with the challenge of determining what their organization’s finance strategy should be. The objective of an organization’s finance strategy is to determine the appropriate capital and balance sheet structure and liquidity needed to enable the organization to pursue its strategy and weather any cash flow shortfalls. Frequently, some organizations move to strategy execution before properly aligning the finance strategy to the overall business strategy. This can hinder strategy execution or place the organization at a significant risk. Developing a viable finance strategy is a strategically critical role of the CFO.


Join us for “Financing Strategies for the “New Normal”, where you will engage with a panel of experts who will share perspectives that CFOs can apply to develop a successful finance strategy during this unprecedented time.  

Learning Objectives

  • The importance of a finance strategy, and the value it creates for an organization.
  • The key elements of a finance strategy, and how often to revisit it.
  • Common approaches to developing a finance strategy, including key stakeholders that should be involved.
  • The risks and trade-offs to consider when developing a finance strategy.
  • Best practices to manage excess cash.
  • Best practices to manage expectations of your bankers and shareholders.


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-Internet-Based

Recommended CPE Credits: 1.5 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:




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




Kelli Lampkin is an Account Executive at NetSuite. She’s been at NetSuite for nearly 10 years supporting high tech customers and CFOs. She is an angel investor, entrepreneur, writer, traveler, comedienne, DJ, tech enthusiast. Her passion is working with tech entrepreneurs that are disrupting their industries to help them leverage enterprise business software so they can focus on their passions. 


Dick Costolo works with startup CEOs helping them scale from product to mature company as a Managing Partner at 01 Advisors. Costolo was CEO of Twitter from 2010 to 2015, building the business from zero to over two billion in revenue. Dick has been founder and CEO of multiple startups, including FeedBurner, which was acquired by Google in 2007. The former improv comedian has been a consultant on HBO’s “Silicon Valley” and holds a B.S. in Computer Science from the University of Michigan.

Jeff Deiss (pronounced “Deese”) is an export finance loan officer with the US Small Business Administration (SBA), a position he has held since 2011.  He is one of 21 such SBA loan officers in the nation who provide export financing assistance as part of the suite of services available from multi-agency US Export Assistance Centers (USEAC’s).  After working 2 years in Portland, OR, Jeff opened SBA’s San Francisco, CA export office in late 2013.  He works with exporters and commercial lenders in northern and central California to find export financing solutions for small businesses.  He also serves as the team leader for all of SBA’s export finance officers in the Western US, a role he assumed in 2014. 

Prior to joining SBA, Jeff was involved in commercial lending at USDA Rural Development where he was responsible for delivering a variety of financing programs to address the needs of rural communities.  He began his career with USDA in 1983 doing agricultural lending.

Jeff holds an MS and BS from the University of California Davis, and a BA from Claremont McKenna College. 


Adil Syed, CFO, Rippling joined Rippling in 2019 as CFO. He was previously Head of FP&A and Content Strategy and Operations at Snapchat, a $34 billion public consumer mobile app. He joined in 2015 and led the company through the 2017 IPO. Prior to Snapchat, Adil was an early and growth stage investor at Redpoint Ventures and started his career at Goldman Sachs.  


Suzie Yokomizo is a Vice President and Relationship Manager for the East Bay Business Banking market in Commercial Banking at Bank of America Merrill Lynch. In this capacity, her responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions. Suzie’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex.

Bringing twenty years of experience Suzie joined Bank of America Merrill Lynch in 1997. She has also served as Credit Underwriter, Business Support Officer and Special Assets Officer. She began her banking career at Canadian Imperial Bank of Commerce in San Francisco as an Assistant Manager. Throughout her banking career, Suzie has served mid-sized companies throughout the San Francisco Bay Area to support their commercial banking needs.

To help create a more sustainable future for the companies and communities she serves, Suzie volunteers with several not-for-profit organizations focused on reducing the number of animals in shelters and adopting the animals out to appropriate homes.  Suzie also volunteers with organizations focused on social and human services, improving the lives of youth and young adults. 

Originally from Oakland, CA, Suzie graduated with a B.S. degree in Finance from Golden Gate University in San Francisco.  She resides in Lafayette, CA. 

800 Turnpike Street, Suite 300 | North Andover, MA 01845 | +1 617-678-0957 © 2018. The CFO Leadership Council