Building an integrated network of software is a challenging endeavor, but if done well can offer your firm increased efficiencies, cost savings, and a more secure cybersecurity profile. With a variety of business intelligence and other tools on the market, the selection, implementation and ownership process can be quite confusing. Our speakers will share their journey from the investment stage to evaluation, lessons learned, and help you develop a forward-looking plan to give your organization a sustained advantage.
• What factors should CFOs and their teams consider when evaluating solutions
• How to identify the key stakeholders and best practices for getting their support
• Greatest challenges and most common mistakes made during implementation
• How to measure ROI on technology investments
Instructional method: Group-Live
Recommended CPE Credits: 2 CPE credits in HR/Personnel
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 email@example.com or Mary Christensen, Southwest Marketing Director, The CFO Leadership Council, at firstname.lastname@example.org.
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.
David English, Chief Financial Officer, Periscope Holdings
As Chief Financial Officer for Periscope Holdings, David is responsible for overall financial and strategic management, including the company’s financial reporting, investor relations, long-range business planning and other corporate functions.
David brings over 25 years of executive operational and financial experience with both privately held and publicly traded organizations. David is focused on managing rapid growth and profitability.
Prior to joining Periscope in 2018, David served as CFO for Vector Solutions, a private-equity backed SaaS software company. Prior to that, he served as CFO for Ryan, LLC, a tax services company. David earned a Bachelor of Science in Accounting degree from West Texas A&M University and is a Certified Public Accountant in the state of Texas.
Scott Tynes, CEO, Consero
Scott developed a passion for helping small and midsize companies with their finance function when he led due diligence efforts to acquire software companies for Trilogy Software. 9 out of 10 times the finance function was a disaster. The companies often struggled to produce quality financials let alone any forward-looking financials or KPI’s to help the business assess risks and opportunities.
Scott has more than 20 years of direct finance and consulting experience with companies ranging in size from emerging technology businesses to Fortune 500 companies, including IBM. Prior to founding Consero, Scott was Director of Finance at Trilogy Software where he led efforts to build their off-shore finance team and led efforts to acquire and integrate over 15 acquisitions.
He holds an MBA from the University of Texas and a Bachelor of Arts degree in Business from Rice University. It was at Rice where Scott played basketball for four years and where he credits his first lessons in team building.
Mark Ferguson, CFO, Premier Research Labs
Mark Ferguson is currently Chief Financial Officer of Premier Research Labs, a manufacturer of vitamins and nutritional supplements in Austin, Texas. Mark has over 25 years of experience in corporate finance, starting with Fortune 100 companies Texas Instruments and Honeywell International, a couple of venture capital backed startups, and most recently two mid-market private companies. Mark is a published author, contributing to books and articles on target costing, activity-based costing and cost management. Mark and his wife of 29 years have four children, and enjoy hiking and Jeeping in the Colorado mountains, cheering on Austin’s new professional rugby team, and dabbling in real estate in their spare time. Mark was a founding member of the Austin chapter of the CFO Leadership Council.