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CFO’s as Student and Steward by The Philadelphia CFO Leadership Council
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CFO’s as Student and Steward by The Philadelphia CFO Leadership Council

CFO’s as Student and Steward hosted by The Philadelphia CFO Leadership Council Thursday, April 18, 2019 7:30 AM to 8:00 AM Networking | 8:00 AM to 9:30 AM Program

When: 4/18/2019
7:30 am - 9:30 am
Where: Ballard Spahr
1735 Market Street
Philadelphia, PA  19103
Contact: Debbie Lindner

Online registration is closed.
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CFO’s as Student and Steward


Throughout the organization, CFO’s are expected to act as trusted advisor to the company’s various sectors across the board, they need to have a great understanding of each business  unit's processes while taking ownership of guiding the different departments toward a shared goal.

So how does the CFO do that successfully? 


Join the CFOLC on April 18th as our panel of experts shares their best practices of simultaneously acting as both student and steward of the organization.

Learning Objectives:

  • Best practices that provide genuine business insights that drive positive results to the bottom line
  • Balancing the time to focus on the financial health of your organization while being attentive to streamlining overall business operations.
  • Understanding what is behind the numbers in order to deliver the strategic desired results.







Click here to learn more about CFO Leadership Council. 


To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event 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 (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.

More Information

For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Marketing Director, Philadelphia Chapter at

Cancellation Policy

If you would like to cancel your ticket or request a refund, please email Refunds are available up to 24 hours prior to the program

CPE Information


Instructional method: Group-Live
Recommended CPE Credits:  1. 8 CPE credits in Business Management & Organization
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:


About Our Speakers


Mark Gaudiosi, Chief Financial Officer, goPuff

Mark has run finance departments at large organizations like Wawa, Aramark, and eBay enterprise, and brings significant financial experience to lead all accounting, treasury and finance functions.


Prior positions before goPuff include VP Finance & Treasurer, eBay enterprise/ Radial (acquired by bPost); Director Finance, Aramark; and Director Finance, Wawa.



Michael Jacoby, Senior Managing Director, Phoenix

Michael Jacoby is a Senior Managing Director and Shareholder at Phoenix. He is a skilled financial executive with extensive operating, turnaround, and commercial banking experience. Michael has served in advisory capacities as well as interim management positions for more than 270 Phoenix clients in a variety of industries. He has also been instrumental in assisting numerous clients with their financing and divestiture needs.


Specific areas of expertise for Michael include: crisis management; business strategy; cash flow management, control and forecasting; workflow and project management; business wind downs; customer service improvement; inventory management; business and collateral valuations; and sales/marketing reinvigoration. Michael has extensive experience in family-held, venture-backed, and publicly traded companies. As the head of Phoenix Governmental Services division, he successfully brought the discipline of private sector practices to dozens of governmental and quasi-governmental entities.


Before joining Phoenix in 1992, Michael worked for PNC Bank in Philadelphia, where he managed a $500 million commercial loan portfolio. He was recruited by senior management to spearhead a newly created unit responsible for restructuring complex transactions with substandard risk classifications.


Michael earned a B.S. in Economics from The Wharton School of Finance and a B.A. from the University of Pennsylvania. He earned his M.B.A. in Finance from Temple University. Michael holds the Certified Turnaround Professional (CTP) designation from the Turnaround Management Association, the Certified Cash Manager (CCM) designation from the Association for Financial Professionals and the Certified Management Consultant (CMC) designation from the Institute of Management Consultants. In addition, Mr. Jacoby is registered with FINRA and holds his Series 79 license and is a Fellow of the American College of Bankruptcy.


Mr. Jacoby is a Board member of the Consumer Bankruptcy Assistance Project as well as the Philadelphia Chapter of the Association for Corporate Growth. He is a former Board member of the Philadelphia Chapter of the Turnaround Management Association, and a former Steering Committee member of the Eastern District of Pennsylvania Bankruptcy Conference. He is an active member of the Turnaround Management Association, the American Bankruptcy Institute, the Association for Corporate Growth, the Risk Management Association, the Commercial Finance Association, and the Association for Financial Professionals.


Quazi Khaled, CFO, Insomnia Cookies, a division of Krispy Kreme Doughnuts Inc.

Quazi Khaled is a well-regarded financial executive with over 22 years of diverse leadership experience delivering consistent results both in Retail and B2B sides of FMCG industry. After a long outstanding career with Mars Inc. Quazi has just recently joined Insomnia Cookies as CFO to expand his learning journey in the area of delivering premium indulgence service in the retail Quick Service Restaurant industry. This experience is also important milestone for him to transition into Private Equity world. 


As the CFO Quazi is responsible for the strategic and operational aspects of the business, especially focused on: acceleration road-map, delivery of the results, and governance of the financial operations. As a partner to the CEO he provides investment guidance and operational leadership to the executive team in delivering the key business objectives (especially, net sales, earnings, net working capital and free cash-flow). He also ensures that robust business strategies are developed and executed, as well as champions programs that support head quarter’s agenda. Driving efficiency, building talented engaged teams, and improving shareholders’ value through strategic revenue management and value generating programs are always on top of his mind.


Originally born and raised in Bangladesh, Quazi is a long term resident of USA where he obtained his BS in Electrical Engineering and MBA in Indiana. Prior to joining Insomnia Cookies Quazi has worked for Bunge NA in Indiana for 5 years and various segments of Mars Inc. in various location over a period of 16 years. Over his tenure with these two organization Quazi has held various management roles in Manufacturing, Supply Chain Operations and Finance spanning multiple countries. In his immediate recent role Quazi was responsible for a $1B premium pet-food brand as CFO and seen business almost double during his tenure. Due to his breadth of experience across various functions in multiple segments of the industry Quazi offers valuable perspective as part of the any Leadership Community and plays critical role in driving the business agenda.


Quazi is passionate about the culture of any organization and believes strongly in the company’s core values are absolutely essential for the long-term success. ‘Mutuality’ and ‘Responsibility’ are two key Principles he lives by. He measures his own success with the success of others around him. Mentoring and coaching at all levels of leaders is something he always enjoys and prioritize.


When Quazi is not at work, he loves travelling with his family. Recently he has been focused on improving his understanding about his faith and history of different religions around the world. He is also actively involved volunteering for various non-profit organizations in the community.

About Insomnia Cookies:


Insomnia Cookies was founded in a college dorm room in 2003 at the University of Pennsylvania, by then student, Seth Berkowitz and we have been feeding the insatiable hunger of our fans ever since. What makes us so great? We specialize in delivering warm, delicious cookies right to the doors of individuals and companies alike till 3AM - What's not to love?


Today we have more than 154 locations across 32 states and are still growing! Whether you're feeding a craving or a crowd, our offerings of cookies, brownies, cookie cakes and even cold milk have you covered. We also serve and deliver ice cream at most of our locations. - For real!



Cyndi Stains, Chief Financial Officer, Navigate

With experience in top financial roles at both large and small companies, Chief Financial Officer Cyndi Stains is well positioned to ensure Navigate’s financial structure and reporting processes provide every member of the team with the resources and data they need to meet the needs of their clients. She has specific expertise in improving financial processes and managing teams to maximize effectiveness, gather and report key metrics, and enable high-quality customer service.


Most recently, Cyndi served as CFO at Cozen O’Connor, where she led the financial analysis, reporting, billing, payroll, and other related departments for the AMLAW 100 law firm. Early in her career, she worked as a Senior Accountant at Deloitte & Touche, LLP.

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