Whether public company or privately backed, early stage or mature, one of the most challenging responsibilities of a CFO is to successfully manage relationships and interactions with the Board of Directors and similar stakeholders. The influence of a Board on the day-to-day responsibilities of a CFO can be complex, and let’s be honest, even a bit dysfunctional at times.
From interacting with partners and customers, to boards of directors, fellow executive team members, and more, financial executives constantly strive to achieve their goals while creating synergy and fostering good, long-term relationships.
Join us as our panelists discuss the best practices of managing Board relationships and other key stakeholders, both in good times and bad. From operational tactics to sound strategies, our speakers will share their advice in fostering positive and productive interactions with these important relationships.
- How to improve Board interactions, both inside the board room and outside meetings;
- Effective communication methods to handle all audiences;
- What should be communicated to the Board and how to effectively communicate it;
- How to set and respond to Board and stakeholder expectations along all functions; and
- How to manage competing interests among the executive team, the Board, and employees.
Gail Birks, Independent Corporate Director
Gail Birks has served as an independent corporate director since 1994. She has been a part of the governing body of a financial institution that began as a privately held organization before merging in 2005 with a publicly traded financial holding company. The organization later returned to a privately held company in 2009. Ms. Birks’ extensive experience on board committees ranges from advisor to chairperson to member. Her holistic perspective of assessing risk has broadened the scope of oversight and discussions on the boards that she has been affiliated. Board committee experience includes: Audit, Executive Committee, Compensation, Nominating, Community Reinvestment, Director’s Loan Committee, Finance, Strategic Planning, Marketing and Branding and Oversight.
Ivan Garces, Principal & Practice Leader - Risk Advisory Services, Kaufman Rossin
Ivan Garces is a senior advisory principal, Chair of Kaufman Rossin's risk advisory services practice, co-leads the firm's banking practice and serves as a member of the Firm's Management Committee. He brings clients more than 20 years of public accounting experience, and provides risk management, governance, forensic accounting and regulatory compliance consulting services to private and publicly traded companies and financial institutions throughout the United States, Mexico, Central America, South America and the Caribbean.
He has extensive experience evaluating risk management programs, internal controls, anti-fraud and anti-money laundering programs, USA PATRIOT Act, Bank Secrecy Act, Office of Foreign Assets Control and Foreign Corrupt Practices Act compliance programs. Ivan has assisted numerous companies and financial institutions respond to regulatory enforcement actions related to such matters. Ivan has conducted internal investigations into alleged asset misappropriation, financial reporting, money laundering and Foreign Corrupt Practices Act violations. He has also provided expert testimony for the U.S. District Court for the Southern District of Florida.
A frequent speaker at industry events and panels, Ivan has been quoted in financial news and trade publications including the Wall Street Journal, USA Today, South Florida Business Journal, American Banker and Compliance Week.
Ivan is a board member of the Florida International Bankers Association’s executive committee, past president of the South Florida Chapter of the Association of Certified Fraud Examiners. He is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, Association of Certified Anti-Money Laundering Specialists, the Association of Certified Fraud Examiners and Cuban-American CPA Association.
He is a Certified Public Accountant in Florida, Certified Fraud Examiner, Certified in Financial Forensics and Certified Anti-Money Laundering Specialist. He earned a bachelor's degree in accounting and a master's degree in taxation from Florida International University. He is bilingual in English and Spanish.
Rob Hamilton, CFO, Vigilant Biosciences
Robert T. Hamilton serves as the company’s Chief Financial Officer and VP of Administration. Mr. Hamilton is a former Big-Four CPA with 20+ years of public company and venture-backed private portfolio company experience having worked with companies in e-commerce, health and fitness, technology and retail/wholesale industries. Prior to Vigilant Biosciences, Mr. Hamilton served as CFO of Bridgevine, Inc., a privately held and venture-backed e-commerce solution. Prior to that, he was the CFO of eDiets, Inc. (formerly NASDAQ- DIET), a leading provider of online weight loss solutions. Mr. Hamilton began his career as an auditor with Arthur Andersen, LLP in Boston.
Kevin McGovern, CFO, InBloom Autism Services
With over 20 years of executive financial leadership experience, Kevin has built finance teams from the ground up, and successfully helped grow and transform companies by establishing key business drivers, process improvements, and budgeting enhancements. Most recently, McGovern led organic growth and cost-containment initiatives at MEDNAX, which was a key part of the company’s operational initiatives and transformation over the last 2-years. When asked why he chose to join InBloom, McGovern said, “I have family and friends who are living with Autism. I have seen firsthand the positive impacts that early diagnosis and an effective ABA treatment plan can have on improving outcomes for children, so I am excited to be joining an organization that shares my passion for improving the lives of those impacted by Autism.”
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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 $60.
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 firstname.lastname@example.org.
If you would like to cancel your ticket or request a refund, please contact email@example.com. Refunds are available up to 24 hours prior to the program.
Instructional method: Group-Live
Recommended CPE Credits: 1.5 Credits in Marketing & Communications
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