Successful CEOs and CFOs know that it’s important to cultivate a number of key relationships in the course of running their businesses. These include relationships with their attorney, accountant, financial advisor and outsourced CFO services provider.
Another important relationship that should be carefully nurtured is the relationship with your business banker. In fact, along with an attorney and CPA, a business banker typically is the third member of what’s often referred to a business owner’s “triad of advisors.”
Join us on August 25th as our panel of experts discuss how to go about leveraging and building upon your existing business banking relationships.
- How to improve and have healthy difficult challenging communications with your bank.
- How banks look at debt and risk, and working with your bank to pivot plans depending on economic changes in the near future.
- How to manage what you have and/or take advantage of the tail winds.
- Historical performance and what impacts in certain industries - opening up communications in these areas with your banker.
- What conversations should you have and what questions should you address.
- How to manage costs and bottom line.
Barbara Cocciolo, Partner, Lippes Mathias Wexler Friedman, LLP
Barbara Cocciolo represents clients in connection with complex commercial real estate transactions, including sales, acquisitions, and financing of apartment complexes, resorts, hotels, and retail shopping centers. She assists in complex matters involving financing real estate bonds through bond offerings.
She is experienced in representing financial institutions in commercial and residential loan closings, foreclosures, loan restructurings, and REO sales. Additionally, Ms. Cocciolo has represented clients in connection with master-planned communities, including: single-home, residential, commercial, hotel, and mixed-use as well as condominium developments. She assists with the structuring, developing, operating and disposing of various types of real estate transactions.
Baker Smith, Managing Director, BDO
Baker Smith is a Managing Director and has over 25 years of experience providing crisis management, turnaround planning, and strategic advice to company owners, management, lenders, creditors, and investors. Baker has led over 200 crisis management and turnaround teams for distressed companies ranging from $25 million to several billion in revenues. For some of these he served as interim Chief Executive Officer (CEO) and Chief Risk Officer (CRO).
He has served clients in a broad range of industries, including food processing, automotive, aviation, transportation, steel, petroleum, apparel, construction, technology, software, building products and consumer products.
Greg Smith, Jacksonville and Northeast Florida Market President, Bank of America
Greg Smith is the Jacksonville and Northeast Florida market president for Bank of America Merrill Lynch. Greg joined Bank of America in 1988 as a vice president in the Commercial Real Estate Division. He was promoted to senior vice president in Credit Risk in 1992 and to regional executive in Private Lending in 1995. Greg moved to Jacksonville, Florida in 2000 as the Southeast Region Business Lending executive and is now a Senior Credit Product Manager for Southeast Business Banking. In August 2006, he was named to the additional role of Jacksonville and Northeast Florida market president.
Greg is on the Board of Directors of the University of North Florida Foundation, the Chairman of the Executive Advisory Board for Davis College of Business Jacksonville University, the United Way of Northeast Florida, Jacksonville Zoological Society and Jacksonville Chamber of Commerce chair for 2013. He is a member of the Alexis de Tocqueville Society with the United Way, THE PLAYERS Council for THE PLAYERS Championship and past Chair of the Gator Bowl Committee.
Coley Jones, SVP, Market Executive, Bank of America
Coley’s practice focuses on asset and risk management for Commercial businesses. His responsibilities include cash management, credit facilitation, capital markets and international capital management.
Coley is a graduate of Leadership Jacksonville and serves as a member of the Board of Directors for the Jacksonville Public Education Fund, Museum of Science and History (MOSH) and Eldersource.
Click here to learn more about CFO Leadership Council.
CFO Leadership Council members may attend this program 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 at a one-time cost of $65.
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.
For more information about this program or The CFO Leadership Council, please contact Jennifer Langley, Southeast Regional Director, at email@example.com.
If you would like to cancel your ticket or request a refund, please contact firstname.lastname@example.org. Refunds are available up to 24 hours prior to the program.
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.5 Credits
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: www.nasba.org