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The San Diego CFO Leadership Council Presents: The Expanding Role of the CFO~Part I
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THE EXPANDING ROLE OF THE CFO - PART 1 Presented by: The San Diego CFO Leadership Council Thursday, September 19, 2019 7:30 AM to 8:00 AM Networking | 8:00 AM to 9:30 AM Program

 Export to Your Calendar 9/19/2019
When: Thursday, September 19, 2019
7:30AM to 9:30AM
Where: KPMG
4655 Executive Drive
1st Floor
San Diego, California  92121
United States
Contact: Debbie Dunn & Stacy Hall

Online registration is available until: 9/18/2019
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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.


In part I, our non-CFO panel will discuss what they are looking for in a CFO candidate.  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.



Jim Krupiarz, CFO, Bitmo, Inc. - MODERATOR is steering committee member of the San Diego CFO Leadership Council and a senior finance leader with Big 4 experience and MBA from top university. Jim's expertise in direct, hands-on development and management of accounting operations, financial analysis and reporting, audit and tax compliance, risk management, investor relations, human resources, and fiscal controls. Over the years, Jim has proven results at startup and growth companies in protecting and preserving assets by delivering accurate numbers, maintaining liquidity, implementing internal controls, and ensuring accounting and regulatory compliance.  Jim has excelled as a strategic leader in developing and guiding finance teams, motivating success, and delivering results to achieve strategic goals in collaboration with C- level colleagues.  Jim's solid track record in capitalization has identified opportunities and built relationships with an expansive network of high-profile high-net-worth investors, investment banks, private equity firms, VCs, and lenders.  Jim is a Certified Public Account, and earned his MBA from University of Michigan, Stephen M. Ross School of Business, and BS in Accounting from Central Michigan University.


Austin Kakar, Managing Director, Sayva Financial is a newest member of the San Diego CFO Leadership Council steering committee.  He started his career with KPMG in the Audit practice of their San Francisco office. Austin then transitioned into industry where he worked for Sony Online Entertainment and Sempra Energy performing Revenue Accounting and SEC Reporting respectively. Starting in 2010, he began his career in Direct Hire recruiting, focusing solely on Accounting and Finance positions. Austin has been in the San Diego market his entire Executive Search career, serving clients ranging from start-up companies to multibillion-dollar organizations. He holds his bachelor’s degree in Accounting from the University of the Pacific, where he was a Captain and Academic All-American for the Men’s tennis team.  Austin leads the Sayva Financial, Direct Hire practice.  Austin holds a BS in Accounting from the University of the Pacific.


Ken Potashner, Chief Executive Officer, Home Bay Technologies has extensive BOD experience in high growth, high technology global organizations. He has served as Chairman of Newport Corporation where he provided 18 years of service culminating in the sale of Newport in 2016 for $980M.  Ken was Chairman of Maxwell Technologies and directed it through a period of rapid expansion. He has also served on the BOD of California Micro Devices, SonicBlue Inc, and Singapore Technologies, all publicly traded companies.

Ken also has served on the Board of many private companies as well including OneStopSystems, DynaOptics,, Underground Elephant, Lumedyne,, HomeBay and several others. Several of the private companies that Ken has had affiliations with have achieved successful exits or significant financings.

Ken personally provides growth capital to several of the companies to which he is affiliated positioning strong operational and valuation growth. Ken focuses on companies in San Diego, Orange County, Lake Tahoe, and in Silicon Valley.

Ken has a BSEE from Lafayette College and an MSEE from SMU, Executive certifications from Columbia and INSEAD in Lausanne, Switzerland. He also has an Advanced Professional Director certification from American Board of Directors.


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:More info to come. 

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.


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