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The First 90 Days: How the CFO Successfully Navigates Change by The DC CFO Leadership Council
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The First 90 Days: How the CFO Successfully Navigates Change by The DC CFO Leadership Council

The First 90 Days: How the CFO Successfully Navigates Change hosted by: The Washington, D.C. CFO Leadership Council Wednesday January 22, 2020 7:30 a.m. - 9:30 a.m.

1/22/2020
When: Wednesday January 22, 2020
7:30-9:30 AM
Where: The offices of Womble Bond Dickinson (US) LLP
8350 Broad Street (Boro Tower)
Suite 1500
Tysons, Virginia  22102
United States
Contact: Debbie Lindner
516.659.7640
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**Please note for GPS purposes there is another Broad Street in the vicinity, it is important to enter the address as 8350 Broad Street (Boro Tower).

Parking:

The parking garage to our building is located off of Solutions Drive.

If parking on:

  • Levels P1-P3: Walk out of the garage, turn right and walk down to the corner of Broad Street and turn right to enter the building.
  • Levels P4 – P8: Look for the “Boro Tower” elevator in the right corner of the garage and take it to the 1st floor.  The building’s security desk will be located on the 1st floor. Please check in there and they will direct you to an elevator to the 15th floor.

If traveling via metro.  We are one block from the Greensboro Station.


 

The First 90 Days: How the CFO Successfully Navigates Change 

 

Program description

 

The first 90 days is a critical time for any CFO taking on a new role. While you want to hit the ground running, there are many challenges to take on during the transition process including learning a new organization, working with a new CEO, managing a new team, and implementing change in a new culture.

Join our panel of experts on Wednesday, January 22nd as we discuss “The First 90 Days: How the CFO Successfully Navigates Change.” The panel will discuss their experiences and give practicable advice on getting productive quickly.

Learning Objectives

Through this session, attendees will learn:

  • How to take advantage of the transition period before starting a new CFO role

  • How to engage with and evaluate your new team

  • The skill sets needed to learn a new culture and introduce change

  • Best practices in setting goals and objectives in a new role

  • How to build critical relationships within the business to ensure that you are a good strategic business partner

 


Speakers

 


Click here to learn more about CFO Leadership Council. 


Registration

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 $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 Debbie Lindner, Senior Marketing Director, Washington, DC Chapter at debbie@cfolc.com.


Cancellation Policy

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


CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits:  1.8 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: www.nasba.org


About Our Speakers

 

Angela Bruno, Chief Financial Officer, National Housing Trust

 

Angela Bruno joined National Housing Trust (NHT) as the Chief Financial Officer in August 2018, bringing two decades of financial and operational expertise to the organization. Angela is responsible for NHT’s overall financial management, including planning, analysis, and reporting.  Additionally, she serves as the head of Human Resources and is responsible for NHT Communities Asset Management.

Prior to NHT, Angela was a Fannie Mae multifamily senior director in the chief financial office. Angela also was a management consultant at Booz Allen Hamilton and Plante Moran.

Angela received a Bachelor of Science in Public Administration from Oakland University and a Master of Science in Public Policy and Management from Carnegie Mellon University.

Barry Culman, Consultant/ Advisor to CEOs

Mr. Culman has over 35 years of business management experience and has successfully built and operated various technology products and services companies servicing both commercial and government customers. 

 In addition, Mr. Culman earned his CPA, with significant experience in all areas of investment banking areas including; Mergers and Acquisitions, debt and equity financing and financial due diligence analysis.

Currently, Mr. Culman is a Consultant/ Advisor to CEOs. Previously, Mr. Culman was CEO at Integrio Technologies, LLC until 2016, where he led the transformation of a merger of three 20+ year old federal focused IT companies.  He grew the company from 18 employees and $30M in sales to 70 employees and $75+M in revenue in 2015 and a successful sale of the company in November 2016.

After the successful sale of Integrio Technologies, Mr. Culman began the next phase of his professional career: working with small and medium sized companies and their CEOs in providing operational, financial (M&A, funding raising and accounting guidance) and executive leadership support to these organizations.

Currently, he is serving as a Fractional CFO to four different companies, including 2 government contractors, a software company and a valuation/appraisal firm.

He received a Bachelors of Science in Accounting from University of Maryland and a Masters of Business Administration in Finance from American University.

Don Neff, Chief Financial Officer, Knowland

 

As CFO Don is responsible for leading the global finance, HR and administrative functions for Knowland. Don has more than 25 years of high-profile finance, accounting and operations experience across technology, media and education industries. Don brings a track record of delivering financial and operating results, including executing large partnerships, mergers and acquisitions and driving value through successful investor exit.

 

Prior to joining Knowland Don was the CFO of Envision, the country’s premier provider of experiential learning programs. Over a 4+ year period Don led the successful turnaround and investor exit of this private equity backed organization. Prior to joining Envision, Don was the Vice President of Financial Operations, Controller and Chief Accounting Officer at NII Holdings Inc., a NASDAQ listed provider of mobile communication services in Latin America. Prior to Nii, Don spent over 16 years at AOL holding a variety of senior accounting, finance and operating roles. He began his career at EY where he became a CPA.

 

Don received his degree in Accounting with a concentration in information systems from the Pamplin College of Business at Virginia Tech and also holds an MBA from the McDonough School of Business at Georgetown University.

 

Andrea Espinola Wilson, Partner, BDO USA, LLP

 

Andrea Wilson leads BDO’s Nonprofit and Education Advisory Services practice and advises organizations on a wide range of issues including  pricing, compliance matters, cost allowability and recovery issues, cost accounting, procurement, and internal control and operational assessments. Andrea has assisted organizations respond to changing regulatory requirements and governmental audit inquiries and suspension and debarment proceedings. Her extensive experience includes a wide range of USG funding agencies and private foundations.  

Having significant forensic accounting and internal controls evaluation experience, she has led numerous investigations involving matters related to employee misconduct, embezzlement, misappropriation of funds, bribery, self-dealing, kickbacks, ponzi schemes, fraudulent financial reporting, and whistleblower complaints. Andrea has conducted fraud risk assessments and implemented policies and procedures to address fraud risks.

Andrea has presented at numerous conferences on such topics as regulatory compliance, internal controls, cost allowbility, fraud prevention, risk assessments, and corporate governance. She is an accomplished finance and operations advisor with more than 18 years of experience providing leadership and improving compliance, financial, procurement, operations, human resource, budgeting and management systems. Her experience is achieving superior performance by designing and implementing operational systems and internal controls to reduce costs, increase efficiencies, accuracy and compliance.

Prior to consulting, Andrea held various senior level positions with international non-governmental and research institutions as well as an auditor with an international auditing firm. Andrea’s vast industry knowledge ensures that solutions are grounded in practical, operational experience. Andrea is also a member of BDO’s Institute for Nonprofit Excellence.

Professional Affiliations

American Bar Association

National Council of University Research Administrators

Society for International Development

Education

Graduate Certificate in Procurement and Contracts Management, University of Virginia

B.S. Business Administration, University of California, Berkeley, Haas School of Business 

 

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