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Elevate Your Personal Brand by The Houston CFO Leadership Council
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Elevate Your Personal Brand by The Houston CFO Leadership Council

Elevate Your Personal Brand hosted by The Houston CFO Leadership Council Thursday, January 23, 2020 4:00 PM Networking | 4:30 - 5:30 PM Program | 5:30 -5:45 PM Q&A | 5:45 -6:30 PM Social 1.5 CPE Credits Available

When: January 23, 2020
4:00 - 6:00 PM
Where: RSM Offices
1330 Post Oak Blvd
Suite 2300
Houston, TX  77056
United States
Contact: Mary Christensen
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Parking: The parking garage is free parking, with visitor parking on the first floor…very convenient.

Program Description
You are a rising star in your profession, but do others know it? When your peers describe you, is it what you want them to say? Do you agree with it? Your ‘brand’ as a distinguished CFO doesn’t just happen – it takes real effort across multiple channels and should have a keen emphasis on your core qualities.

Join us for ‘Elevate Your Personal Brand,’ where our panel of branding experts will dive into the brands of our own CFO members to identify where we can improve our message, what other methods we should consider to get ourselves out there, and identify why we all should be concerned with our brand in the first place.


Learning Objectives
In this session, our speakers will discuss how CFOs can:

  • Gain an understanding of your personal brand and its impact
  • Identify opportunities to increase the visibility of your personal brand and your message
  • Learn how to influence and communicate in a way that serves your personal brand




CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits: 1.5 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:

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.


About the Speakers:

Bob Wells, Partner, B2B CFO
Bob is a B2B CFO Partner, with an interest in helping the owners of privately-held businesses reach their goals, both personal and business. For over 35 years, he has been helping businesses and their owners manage the financial structure of their companies, improve cash flow, manage audits, manage their tax preparation, manage the various aspects of their international business, and increase the value of the company. Bob has an extensive history as a Chief Financial Officer as well as banking. 

Ray Young, President, Razor Sharp Public Relations
Ray is experienced in leading communications efforts for the world’s leading brands, including like Merrill Lynch, Stifel Nicolaus, IndyCar, Visit Sweden, the California Chamber of Commerce and State Farm. He develops media strategy and national publicity campaigns designed to build engagement across the financial services, health care, real estate, travel and technology sectors. Ray founded Razor Sharp Public Relations in 2011 by leveraging industry-leading national media relationships to secure top-tier placements regularly on outlets such as CNBC, Fox Business, the Wall Street Journal and the New York Times – and ensures key messages are delivered to stakeholders.

Jason Lee, VP, Exponent
Jason is currently the Vice President at Exponent Prosperity Accelerator Advisors, LLC as well as the co-host of the Gulf Coast Growth Show Podcast. He works with the Entrepreneurs and Privately held business owners who like to bet on themselves in business and need a team who understands that and is willing to support them. Specialties include: executive retention, forward thinking tax strategies, major capital purchases, customize data reporting, elimination of debt and informal business valuations. Previously, Jason was the VP of Smart Group Houston. 

Tom McGuire, Co-Owner, Visual Moxie
Tom is currently the Co-Owner of Visual Moxie which offers web, print, software and network design solutions for small to medium businesses. Tom has an extensive history in marketing and technology. His diverse years of experience in project and team management, system administration and game development enable me to infuse my skills and knowledge of software with marketing, graphics, and anything else used in the creative marketing pipeline to focus on the true needs of customers and grow ROI.

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