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The San Diego CFO Leadership Council Presents: The Expanding Role of the CFO~Part II
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THE EXPANDING ROLE OF THE CFO - PART II Presented by: The San Diego CFO Leadership Council Thursday, October 17, 2019 7:30 AM to 8:00 AM Networking | 8:00 AM to 9:30 AM Program

10/17/2019
When: Thursday, October 17, 2019
7:30AM to 9:30AM
Where: KPMG
4655 Executive Drive
1st Floor
San Diego, California  92121
United States
Contact: Debbie Dunn & Stacy Hall
310-502-8822
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PROGRAM DESCRIPTION:

Over the last several years, CFOs have been asked to assume greater roles and responsibilities. While CFOs are still focused on the bottom line, cash flows, controls, costs and risks, they also partner with the management team to seek profitable growth opportunities and help determine the direction of the company. Today's CFOs are becoming more operational and are performance leaders concerned with driving business indicators and performance metrics.

 

The CFOs are the objective voice on financial performance within the firm and often times to the investor community, which is increasingly more demanding. CFOs manage or materially support more pieces of the organization from information technology, investor relations, real estate, human resources, and strategic M&A. 

 

Join us for Part II of "The Expanding Role of the CFO," where our panel of highly accomplished CFOs will discuss their experiences in expanding the role and influence of the CFO.  They will also share best practices and techniques for increasing the value-add of Finance across the enterprise.

 


LEARNING OBJECTIVES:

  • 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. 

ABOUT THE SPEAKERS:

Lindsey Head, Former CFO, J Public Relations - Lindsey is a San Diego CFO Leadership Council steering committee member with 20 years of experience in the financial services industry. She has worked with clients ranging from startups and large corporations to individual families and small businesses. Lindsey's experience includes overseeing  accounting and business operations, as well as compliance and investor relations for a highly successful money management firm with $250M in assets for high net worth individuals.  For J Public Relations recently she was responsible for all strategic and tactical matters as they relate to financial management, business planning, operations, technology, human resources, legal, and forecasting for the agency’s US and UK legal entities.  Lindsey has been named CFO of the Year by the San Diego Business Journal four years in a row (2014-2017.)

 

Scott Brickner, Vice President, Chief Financial Officer at San Diego County Regional Airport Authority -  Mr. Brickner held various senior management positions in the private sector prior to joining the Authority in 2009. He currently leads the Airport Authority’s Accounting, Airline Relations, Finance & Risk Management, Information & Technology Services, and Procurement functions.

Since joining the Airport Authority, Mr. Brickner has led three airport revenue bond financings, and one special facility revenue bond financing totaling over $1.5 billion. In 2016 he received the CFO of the Year Award from the San Diego Business Journal.

Mr. Brickner began his career in 1995 at the St. Louis headquarters of McDonnell Douglas Corporation as a member of its Fiscal Development Program for emerging leaders. In 1998, he joined Emerson Electric Company in St. Louis, and was responsible for managing foreign currency risk and short-term borrowing. In 2000, Mr. Brickner joined Peregrine Systems in San Diego, becoming Treasurer in 2002 and playing an integral role in the company’s successful financial turnaround and ultimate sale to Hewlett Packard in 2006.  From 2006 to 2008, he served as Treasurer for Wireless Facilities, Inc., filling a vital role in helping to transform the company from a provider of wireless services to a provider of defense and security solutions.

Mr. Brickner serves on the Board of the San Diego Chapter of Financial Executives International and also serves on the Finance Committee of Airports Council International (ACI). In 2019 he was named ACI’s Finance Professional of the Year for large hub airports.

 

Jim Krupiarz, CFO, Bitmo, Inc., MODERATOR - Jim 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.

 

Sam Samad, Senior Vice President & Chief Financial Officer, Illumnia - Sam Samad joined Illumina in 2017 and holds the role of SVP and Chief Financial Officer with responsibility for the company’s finance, accounting, investor relations, internal audit, treasury, facilities and global information systems functions.

Before joining Illumina, Samad held several senior leadership positions at Cardinal Health including Senior Vice President and Corporate Treasurer, leading all tax and treasury functions. During his tenure as Treasurer, Samad also had operational and financial responsibility for Cardinal Health’s China business. Prior to that, Samad served as Senior Vice President and Chief Financial Officer for Cardinal Health’s $85B pharmaceutical segment, among other leadership roles. Prior to Cardinal Health, Samad spent thirteen years at Eli Lilly and Company, in a variety of sales and finance roles, both domestically and internationally, including his role as Chief Financial Officer of the Canada affiliate prior to leaving Eli Lilly. Samad started his career at Pepsico Inc.

Samad holds a BBA degree from the American University of Beirut in Lebanon and an MBA from McMaster University in Hamilton, Canada.

Samad is a member of the Board of Directors for IDEXX Laboratories, Inc. (NASDAQ: IDXX), a global leader in veterinary diagnostics, veterinary practice software and water microbiology testing and is also a member of the Board of Visitors at the Owen Graduate School of Management.

 

Click HERE to learn more about CFO Leadership Council. 

 

REGISTRATION:

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.

 

CPE INFORMATION:

Instructional method: Group-Live

Recommended CPE Credits: 1.8 in Personnel/Human Resources

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

 

CONTACT:

For more information about this program or The CFO Leadership Council, please contact Debbie Dunn, SoCal Marketing Director, The CFO Leadership Council at debbied@cfolc.com, or Stacy Hall, Regional Director, The CFO Leadership Council, at stacy@cfolc.com

 

CANCELLATION POLICY:

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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