Part 1: Acceleration toward a Liquidity Event: Scalable Growth Effect
Join us for Part 1 of a two-part series on Preparing for a Liquidity Event, a panel discussion on what CFOs need to know in order to be prepared for an IPO, capital raise, and/or M&A.
Our experienced panel will discuss how they have managed and maintained the preparation for liquidity events and cover various techniques including operational preparation for a liquidity event. The CFO's role is critical in strategically guiding the business towards milestones, preparing for due diligence and connecting the story to the financials. Our speakers will discuss the various factors that led to success in the process.
Make plans to join us for M&A Acceleration Strategies on March 31st, Part 2 of our two-part series.
- Discuss the CFO's role in guiding a company to a successful financial exit
- Understand the important metrics and strategies used by CFOs to optimize valuation
- Discuss methods used to articulate and present a compelling story beyond the numbers
- Discover what a CFO should know to maintain operational readiness to engage in the process required for a successful liquidity outcome.
- Learn the techniques used to facilitate the due diligence process
- Hear about managing the effect of a transaction on your employees
Our confirmed speakers are:
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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 $85.
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.
For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Senior Marketing Director, NYC Chapter at firstname.lastname@example.org.
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Instructional method: Group-Live
Recommended CPE Credits: 1.8 Credits in Finance
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
About Our Speakers
Thomas Cournoyer, Associate, Blank Rome
Thomas Cournoyer is an associate in Blank Rome’s New York City office, advising public and private companies and private equity sponsors in mergers and acquisitions as well as general business matters. He frequently works closely with CFOs, from day-to-day legal and corporate governance matters to coordinating all aspects of deal execution on M&A transactions. Thomas attended Duke University and Fordham University School of Law. Thomas grew up in Miami, FL and now lives in Ridgewood, NJ with his wife Melissa and their three kids.
Greg Lopez, Chief Financial Officer, Gravity Products
Greg is an experienced finance and operations leader who works with small-and-medium-sized businesses to establish financial clarity and operational efficiency. Greg is passionate about assisting entrepreneurs and executives unlock maximum business potential and prides himself on his ability to execute and to act as a strategic partner to decision-makers.
After graduating from the University at Albany with a B.S. in Accounting, he began his career in various finance roles at PwC, Citigroup, and Broadridge.
Greg most recently held leadership roles in entrepreneurial ventures at Gawker Media (exit to Univision), The Wirecutter (exit to NY Times), Futurism (exit to Singularity University) and Conductor (management buyout from WeWork). His background spans across fin-tech, digital media and digital media marketing, consumer products, and service industries.
Thomas Pavlick, Director, Bank of America Merrill Lynch
Tom Pavlick is a Director at Bank of America Merrill Lynch’s Global Corporate & Investment Bank where he oversees the Private Sales Referral Network for the Northeast, Midwest and Mid-Atlantic regions. A 16-year veteran of the firm, Tom is responsible for helping entrepreneurs grow their businesses and create generational wealth through the various M&A services available at the firm.
Across his 30-year career, Tom has focused on a wide variety of corporate finance activities, including roles as a Market Executive for Commercial and Corporate Banking, leadership roles in Business Integration, and private industry.
Tom holds a BS in Finance from the University of Notre Dame.
Gretchen Tibbits, Managing Director, Progress Partners
Gretchen joined Progress Partners as a Managing Director in January 2020 after working as an Executive in Residence since April 2018. Gretchen is an executive with over 25 years of general management, strategy, branding, acquisition, and finance & operations experience in both digital and traditional media. Tibbits is recognized as an industry thought leader, speaker, and representative of a brand.
Most recently Tibbits was the President and Chief Operating Officer of LittleThings which she took to a sale in 2018. At LittleThings, her responsibilities included oversight and mentoring of the 100+ person team in conjunction with the CEO; acting as spokesperson at national and international conferences and to the press; launching the Direct Sales strategy; leading board relations; management of finance & operations; and establishing strategic relationships with other major media companies.
Tibbits has worked for a diverse group of companies including Hearst, StyleCaster, Maxim, ESPN, WorkingWomanNetwork, and Inc. She was recently named to the Folio 100 and is a Digital Hall of Fame honoree.
Tibbits holds an M.B.A. in Finance and Management from NYU, where she was a Stern Scholar, and a B.A. from the University of Virginia, where she was an Echols Scholar and a Lawn Resident, and for which she serves on a number of volunteer boards. She is a proud resident of Harlem, a theater lover, a wine collector, and an avid traveler.