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As CFO, you play a critical role in the success of any organization, and the
relationship between you and the CEO is arguably the most important one
in the C-Suite. But it isn’t always easy, and it doesn’t always go as smoothly
as you’d hope. How do you avoid the common pitfalls and trapdoors? How
do you build a strong relationship with your CEO based on shared vision,
candor, trust, and respect? In this exclusive CFOLC workshop, you’ll explore
the key elements that make up a strong relationship between the CFO and
CEO and the benefits that can be realized when both parties work together
as true strategic partners. You’ll learn practical strategies and techniques for
building and nurturing this relationship, including effective communication,
collaboration, and alignment around common goals |
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Moderator: Lasca Weiss, Practice Director, Robert Half Lasca Weiss is the Practice Director for the Finance and Accounting Permanent Search division at Robert Half, focusing on the San Antonio market. With over 20 years of recruiting experience, She uses a consultative approach to understand clients' unique organizational requirements and provide qualified talent to address their recruitment needs. Known for her strong relationship-building skills, she works closely with business leaders across various industries to deliver finance and accounting talent, from leadership positions to staff level. Lasca’s commitment to service excellence and ongoing support helps her clients create strong organizations and achieve their company goals. Alex Oquendo, Vice President of Finance, The Hotel Emma As the Vice President of Finance for The Emma Hospitality Group, Alex brings a wealth of financial expertise and strategic vision to the forefront of this newly established Hospitality Group. With a mission rooted in fostering
growth within the hospitality industry, Alex plays an instrumental role in driving the financial strategy and sustainability of the group.
Alex has experience in financial management, having worked across various sectors in which he developed a keen understanding of the hospitality industry's unique challenges and opportunities. Known for their ability to align financial goals with organizational objectives, Alex ensures the group remains equipped for growth while delivering exceptional value to its stakeholders.
A passionate advocate for mentorship, Alex is committed to creating opportunities for emerging leaders within the organization. By integrating mentorship into the group’s core values, they aim to cultivate a culture of learning, collaboration, and innovation that empowers the next generation of hospitality professionals.
Alex holds a bachelor’s degree in accounting from the University of Puerto Rico as well as a MBA with a concentration in Finance. When not overseeing financial operations, Alex also enjoys spending his quality time with his nieces and nephews as well as teaching personal financial classes to his church group.
Under Alex’s leadership, the financial arm of The Emma Hospitality Group is equipped to support its mission of redefining hospitality through its culture and excellence Jon Sakshaug, Chief Executive Officer, The Hotel Emma Jon had the pleasure of being a part of the opening team at Hotel Emma in 2015 and has helped establish the remarkable standards that have placed Hotel Emma in a category of its own.
With over 20 years of experience in the hospitality industry, Jon began his hotel finance career at The Peninsula New York and held various operational roles. Leaning towards the independent, private, and entrepreneurial side of hospitality, Jon played an instrumental role in launching and running some of the most unique properties in the United States. Formerly the Chief Financial Officer for The Garrett Hotel Group portfolio, Jon oversaw the renowned Relais and Châteaux properties including The Inn of Five Graces, Lake Placid Lodge, and The Point. Jon additionally opened up the acclaimed The Ivy Hotel Baltimore and Hotel Teatro, Denver.
With his hospitality prowess and abundance of experience particularly with boutique and independent properties, Jon holds a remarkable wealth of knowledge, passion and expertise. Jon believes in hard work and being kind. He leads by example with integrity and patience. He strives to be the best he can be and enjoys an inclusive community empowering others to do the same.
Jon was born in Oslo Norway and came to the United States to play collegiate soccer in New Hampshire. Jon is married to his college sweetheart and they have four boys. When not at the hotel or enjoying what The Historic Pearl District offers, he enjoys reading, music, soccer and being outdoors. Jon is an avid soccer fan and Liverpool Football Club supporter.
Jon looks forward to a challenge and loves the adventure ahead which will continue to bring The Hotel Emma to the next level of extraordinary. Preston Woolfolk, Co-President, DOCUmation Preston Woolfolk is the Co-President of DOCUmation and focuses on the operations of the business. He is at the intersection of finance, human resources, information technology, and relationship management. Preston is solutions-driven and ensures DOCUmation always provides the best
innovative technology to its customers.
Preston joined DOCUmation after earning his Political Science degree from Abilene Christian University in 2010. He started as a Business Analyst, worked his way up to Managed IT, and later took on the role of Co-President alongside his brother, Hunter Woolfolk, in 2017. He has learned many lessons from both the employees and the customers since joining, and it inspires him to come to work with his best foot forward. He is motivated by the employees’ shared dedication to providing quality service and excellence and he passionately encourages employee growth and success.
Preston values consistency, commitment, and quality. Innovation is also at the core of Preston’s values, and it is one factor that makes DOCUmation unique. They embrace changing technology and extend their innovation to their clients through their products, solutions, and service. Preston finds gratitude in using technology to empower customers to be the best that they can be. He believes there are no shortcuts to quality but rather using their tools and resources to get it done the right way. Adam Young, CFO, DOCUmation Bio coming soon!
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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. 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
Instructional method: Group-Live
Recommended
CPE Credits: 1.5 Credits in Personal Development
Experience Level: Basic
Prerequisites/advance preparation: None Click here to learn more about CFO Leadership Council. CPE Eligibility | Nonmembers or guests of CFOLC sponsors, CFOLC Advisory Board members, or CFOLC staff may receive CPE for eligible CPE CFOLC events. Questions: please contact info@cfolc.com
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