In an age where competition and market share are no longer confined to just one country, many U.S. companies are eyeing globalization as the key to profitable growth. Yet while the promise of benefits, including more customers, a larger talent pool, enhanced production and larger market share, are tempting, the questions on how to get started are endless.
Join us for ‘Going Global: What To Consider When Expanding Overseas,’ where our panel of global CFOs and experts from Vinson & Elkins & BDO will share best practices to globalization and land minds to avoid.
• The various pathways available to enter new markets and countries, including acquisitions, partnerships, new operations establishments, and more
• Best practices to prepare your operations for global readiness, including finance and technology systems, human capital, production and more.
• The tax and legal implications of global growth
• The lessons learned in entering new markets, including its effects on domestic operations, shareholder value, and considerations for future global expansion.
Instructional method: Group-Live
Recommended CPE Credits: 2 CPE credits in Economics
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
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All current 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 for $60.
Please note that service providers or any executives who are not senior financial executives cannot attend 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 Jeanene Golden, Southwest Regional Director, The CFO Leadership Council, at firstname.lastname@example.org or Mary Christensen, Southwest Marketing Director, The CFO Leadership Council, at email@example.com.
If you would like to cancel your ticket or request a refund, please contact Jeanene Golden or Mary Christensen at email above. Refunds are available up to 48 hours prior to the program.
Jay Powers, CFO, Roadwire Inc.
Jay Powers has recently been appointed Chief Financial Officer of Roadwire, Inc., a manufacturer and installer of aftermarket automotive parts and accessories. Roadwire is headquartered in Austin with manufacturing in Ensenada, Mexico. Jay has over 30 years of experience managing financial operations for businesses with global operations, including working within the European based entities ABB and Invensys. Most recently Jay served as the CFO of Active Power in Austin, a publicly traded manufacturer of flywheel based uninterruptable power supply systems primarily for data centers. Active Power had operations in Europe and China. Jay was a founding member of the Austin chapter of the CFO Leadership Council.
Amy Gililland, CFO, Kasasa
Amy Gililland brings over 17 years of financial and operational leadership predominantly in the software, SaaS and professional services industries, successfully raising over $150M in private equity. She directs business units with a focus on operational excellence, ensuring financial and strategic alignment through hyper-growth and increasing complexity while making effective use of capital. She specializes in assisting Boards and the C-Suite in strategic planning and decision-making, and has a passion for empowering teams to collaborate and optimize automation wherever possible to achieve corporate and personal goals.
Bryan Lorello, Partner, BDO
Bryan Lorello has more than 18 years of public accounting experience and has served both public and private companies. Bryan primarily works with publicly traded companies, as well as the portfolio companies of private equity backed entities. He has significant experience with complex revenue arrangements, equity offerings, Sarbanes-Oxley/404 procedures, and implementation of new accounting standards.
Ryan Schooler, CFO, Safeguard
Mr. Ryan Schooler has been a Chief Financial Officer of Safeguard World International Ltd. since February 2017. Mr. Schooler has 20 years of financial knowledge and experience. He served as the Chief Financial Officer of Alchemy Systems, LP and Fox Service Company. He joined Alchemy in 2009 after serving as Chief Financial Officer at Austin Capital Management, a hedge fund of funds. He previously held senior finance roles at Level 3 Communications and served as Chief Financial Officer at Jardine Foods, Inc. He held audit and advisory roles at PricewaterhouseCoopers and BDO Seidman. Mr. Schooler earned a BBA in Accounting from Texas A&M University and is a Certified Public Accountant.
Wes Jones, Partner, Vinson & Elkins
Venture Capital and Mergers & Acquisitions lawyer Wes Jones has represented public and private companies in corporate transactions since 1995. Wes has extensive experience working with venture capital firms and their portfolio companies in the technology, energy and life sciences industries, with a focus on emerging and venture-backed technology companies.
In the mergers and acquisitions space, Wes represents both private equity funds and other strategic buyers, as well as emerging companies in their liquidation events or IPOs.