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Preparing for the Exit by The Houston CFO Leadership Council
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Preparing for the Exit by The Houston CFO Leadership Council

Preparing for the Exit hosted by The Houston CFO Leadership Council Thursday, May 16, 2019 7:30 am - 9:40 am

When: May 16, 2019
7:30-9:40 AM
Where: RSM Offices
1330 Post Oak Blvd
Suite 2300
Houston, TX  77056
United States
Contact: Mary Christensen

Online registration is closed.
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Consisting of and moderated by experienced CFOs who have recently completed diverse exits for their own organizations, this session will provide a variety of perspectives on how to strategize, plan and execute a successful liquidation event, whether it be an IPO, a merger, or an acquisition. This discussion will follow the chronology of transaction, from initial charter to the final day of the deal and detail the challenges and solutions our panelists found along the way.


Who Should Attend?

CFOs and other senior finance executives interested in comparing the process of different exit types in consideration of their own growth plans.


Learning Objectives

  • How to maximize value ahead of a transaction and maintain it, all the way to closing.
  • Advice on when and how to employ specific tactics, such as involving your audit team,  communicating with your employees, when you should use a bank, and more, to help move your deal forward.
  • How to bring your investors and executive team together to move toward one common vision
  • Common pitfalls to avoid when managing a transaction




CPE Information

 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:

Click here to learn more about CFO Leadership Council. 


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 or Mary Christensen, Southwest Marketing Director, The CFO Leadership Council, at

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.


Speaker Info:

800 Turnpike Street, Suite 300 | North Andover, MA 01845 | +1 617-678-0957 © 2018. The CFO Leadership Council