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Think Like a CEO – CFO Succession Planning by The Charlotte CFOLC
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Think Like a CEO – CFO Succession Planning by The Charlotte CFOLC

Think Like a CEO – CFO Succession Planning Friday, October 4, 2019 7:15 AM - 7:45 AM Coffee and Networking | 7:45 AM - 8:00 AM Breakfast Buffet | 8:00 AM - 9:15 AM Presentation

When: October 4, 2019
7:15 AM - 9:15 AM
Where: McGuireWoods
201 North Tryon Street
Suite 3000
Charlotte, North Carolina  28202
United States
Contact: Jennifer Langley
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Program Description:

Words like nimble, adaptable, and insatiably curious are just some of the attributes that have been associated with what it takes to make it as a successful CEO.

You on the other hand, have made it to the highest level in finance because of your stability and dependability to keep your team within the bounds and following the rules.

To be a successful CEO, according to the experts, you need to go from rule follower to rule maker (and sometimes breaker!).  How do you make this metamorphosis from CFO to CEO – do you have what it takes?

Find out what measures it takes to go from the finance function to ultimately landing in the role as CEO.

Learning Objectives:

  • Learn specific actions the CFO can take today to help secure a CEO role in the future
  • Understand the personal attributes and skills needed to become an effective CEO
  • Learn the differentiators of successful CFO’s and successful CEO’s and understand the importance of making the necessary changes 



Ben Brandon, Managing Director, Vaco (Moderating)

Mr. Brandon is currently the Managing Director at Vaco, a consulting, talent, and solutions company with over 6,000 employees globally. Ben has 10  years of professional recruiting experience focusing on finance, & accounting, human resources, and operations. Prior to his work in talent solutions, Ben worked in the assurance practice at KPMG gaining exposure to industries such as manufacturing, retail, real estate, telecommunications, distribution and healthcare. He is on the Steering Committee for the CFO Leadership Council and very active member of the business community in North and South Carolina.


Dan Beem, CEO, Hissho Sushi

Dan Beem has served as Hissho Sushi’s CEO since September 2017. Mr. Beem brings to the company more than 25 years of experience in the restaurant and retail industry, leading companies such as Krispy Kreme Doughnuts and Cold Stone Creamery. Dan has an extensive understanding of International business and its varying customs having led the expansion of multiple brands into 40+ countries around the globe with an emphasis in Asia-Pacific.  He is a dedicated visionary with a proven track record of success.  Dan has a passion for Founder based companies and loves to help bring a strategic lens along with systems and process to help take these companies to the next level and ensuring to protect the culture that helped make these businesses so special. His ability to lead, identify new business opportunities, and create industry change will continue to help Hissho make high-quality sushi more accessible to more people, more often.


Tom Duncan, CEO, Positec

Since 2005, Mr. Duncan has served as President/CEO of Positec Tool Corp, a global manufacturer and marketer of tools and outdoor products for the construction and home improvement industry, which employs over 3,000 associates worldwide.

From 2001 through 2004, Mr. Duncan served as Vice President of Sales and Brand Marketing for a US division of Bosch, a German-based Global 100 company. Prior to Bosch, Mr. Duncan was employed by Vermont American Corp., a division of Emerson Electric Corp., where he served in a variety of senior management positions, including VP – International.

Mr. Duncan earned a Bachelor’s degree from the University of Virginia in Charlottesville and a Master’s in International Business from the University of South Carolina, Moore School of Business.

Mr. Duncan is conversational in Spanish and German. He lives with his wife and two boys in Charlotte NC where he has launched his own non-profit foundation to provide educational assistance to low income students as well as serving on multiple industry, not-for-profit and private company boards. 


John Regan, SVP, CFO and Interim CEO, Joerns

John Regan is the Interim CEO and SVP, Chief Financial Officer for Joerns Healthcare.  John joined Joerns in September 2016, and he is responsible for setting the strategic direction of the company, making day to day operating decisions and establishing a strong relationship with the Board of Directors/Investors.  His other responsibilities include oversight for the Finance/Accounting, Planning/Analysis, Treasury, Billing/Collections and Sales Operations Support functions.  John  most recently served as the Corporate Controller at Corning Optical Communications, the VP Finance at Wastequip and the VP Finance at Danaher Corporation, and he has an MBA from Boston University.


Click here to learn more about CFO Leadership Council. 


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 at a one-time cost of $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 Jennifer Langley, Southeast Regional Director, at


Cancellation Policy

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


CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits: 1.5  CPE credits in Personal Development

 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:


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