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Pitch Perfect: How to Effectively Tell the Story
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Pitch Perfect: How to Effectively Tell the Story

Pitch Perfect: How to Effectively Tell the Story hosted by The Austin CFO Leadership Council Thursday, April 11, 2019 7:30 AM to 8:00 AM Networking | 8:00 AM to 9:40 AM Program

4/11/2019
When: April 11, 2019
7:30 AM-9:40 AM
Where: Vinson & Elkins, LLP
2801 Via Fortuna
Suite 100
Austin, TX  78746
Contact: Mary Christensen
612-242-6800


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Program Description:

Getting people excited about your company is part of the modern-day mandate for today’s CFOs.  And rightfully so! A CFO’s ability to gain confidence and trust has a direct impact on a company’s bottom line.

CFOs know their company inside and out, but that doesn’t always translate into an effective pitch.

Join our panel of experts and learn best practices on how to deliver the Perfect Pitch.

 

Learning Objectives:

  • Common “pitch” pitfalls and what not to say
  • Key elements and what investors want to hear
  • The Elevator pitch: How to cut it down, be concise & direct
  • How to tell the story when the numbers aren’t there
  • How to balance an overly optimistic pitch

 

Speakers:

 

Speaker Info: 

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.

 

Charlie Plauche, Partner, S3 Ventures
Charlie Plauche is a Partner at S3 Ventures, an early stage venture capital firm with $500 million under management that invests in software and med-tech companies that are primarily in Texas. Charlie currently serves on the boards of S3 portfolio companies Alkami Technology, OutboundEngine, Tango Health, and z-lien. He also works closely with S3’s seed investments in BrainCheck, Chrono.gg, and Liveoak Technologies. Previous board duties include Favor Delivery (acquired by H-E-B), Kimbia (acquired by GiveGab), Pristine (acquired by Upskill), and TVA Medical (Observer - acquired by Becton Dickinson, NYSE:BDX). He received his MBA from the McCombs School at the University of Texas in Austin and his BS in Finance from the University of Mississippi, where he was a Holmes Scholarship recipient and a Mississippi Eminent Scholar.

 

Chris Steiner, Growth Equity Investor
Mr. Chris Steiner, CFA, CPA serves as Principal at Tritium Partners, LLC since 2018. Previously, he was a Vice President of the firm till 2018. Prior to this, Mr. Steiner served as Senior Associate at Austin Ventures. Mr. Steiner joined Austin Ventures in 2008 and focused on venture and later stage investing. Prior to joining Austin Ventures, Mr. Steiner served as a Manager in the Transaction Services Group at KPMG. While at KPMG, he provided due diligence and advisory services to private equity and strategic investors covering a diverse array of transactions and sectors in North America and in Europe. Mr. Steiner also worked in the Audit practices at KPMG and Arthur Andersen. He began his principal investment career at Wind Point Partners. Mr. Steiner also worked with Acorn Systems; Century Payments; LEAP Auto Loans; Lion Street, Inc.; Map My Fitness; NewComLink; Paymetric and Vida Capital.

Mr. Steiner has been a Director at PayCommerce Inc. since October 18, 2016. Mr. Steiner serves as a Director of Century Payments and Lion Street, Inc. He served as a Director of PreCash Inc. until September 7, 2015. He is the Board Chair of I Live Here, I Give Here (ILHIGH). He is a Chartered Financial Analyst and a Certified Public Accountant. Mr. Steiner received an M.B.A. from Harvard Business School and an M.S. in Accounting and a B.A. in Business Administration from Rhodes College.

 

Cam McMartin, CFO, SailPoint Technologies

 Cam has built his career as a finance executive around helping technology companies manage periods of explosive growth. His deep   experience and expertise in this area make him ideally suited to guide SailPoint’s growth and market expansion.

 Part of Cam’s strategic vision comes from his belief that strong leadership drives corporate achievement – and that a strong leader is   also a good follower. He’s inspired and energized by the high caliber of people at SailPoint, and he’s focused on ensuring that the   company’s growth always supports their dedication to customers. That means providing the executive backing they need to make the   most of every opportunity, and freeing them to concentrate on what they do best: making customers successful.

 Prior to joining SailPoint, Cam was Managing Director and CFO of Centerpoint, a $425M early-stage technology venture capital group,   where he managed lead deal structuring, LP relations, fundraising and operations activities. Before Centerpoint, he served as CFO and   held senior financial management positions for a number of corporations including Dazel, Convex Computer and Texas Instruments.


Click here to learn more about CFO Leadership Council. 

Registration

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.

 


More Information

For more information about this program or The CFO Leadership Council, please contact Jeanene Golden, Southwest Regional Director, The CFO Leadership Council, at jeanene@cfolc.com or or Mary Christensen, Marketing Director, The CFO Leadership Council, at maryc@cfolc.com

 


Cancellation Policy
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.

 


CPE Information 

  • Program Level: Basic
  • Worth CPE: 2
  • Field of Study: Communications and Marketing
  • Program Prerequisites: none 
  • Advanced Preparation: none
  • Delivery Method: Live/Group

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

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor (01034). This registration does not constitute an endorsement by the Board as to the quality of our CPE program

 

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