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Beyond the Numbers: The CFO as an Agent of Change by The Washington DC CFO Leadership Council
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Beyond the Numbers: The CFO as an Agent of Change by The Washington DC CFO Leadership Council

Beyond the Numbers: The CFO as an Agent of Change hosted by: The Washington, D.C. CFO Leadership Council Wednesday, March 4, 2020 7:30 a.m. - 9:30 a.m.

3/4/2020
When: Wednesday March 4, 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.


Program description

 

Beyond the Numbers: The CFO as an Agent of Change

How finance can take the lead in business transformation

 

Businesses are re-inventing themselves as highly responsive, customer-centric, technology-driven organizations which effects every role in the organization, including the CFO.

Among the many hats they wear on a daily basis, CFOs continue to ensure that there are no compromises in compliance, provide transparency across all metrics to support a company’s regular financial performance and operations while safeguarding the organization’ s trust and reputation.

In today’s climate, the traditional CFO remains vital to maintaining business integrity.  However, to support ongoing business transformation, the CFO role must evolve from fiduciary to visionary. Instead of challenging change, they must lead it and they are in the best position to do so.

Join us for “Beyond the Numbers: The CFO as an Agent of Change,” where our panel of experts will share insights on navigating the evolving role of CFOs leading business transformation.

 

Learning Objectives:

In this session you will learn:

  • How to determine the right balance between sustaining existing business operations and introducing new initiatives
  • How an organization combats the biggest barrier to change to enable innovation in an existing culture
  • What the trade-offs are between build, buy, or partner strategies
  • How CFOs can leverage data as a strategic asset to drive change

 


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 $85.

 

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
Management Services
 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

 

John Gambaccini, Partner, Womble Bond Dickinson, LLP

A Corporate and Securities Transactions partner and member of the firm’s Public Company Advisers Team, John Gambaccini has more than 15 years of experience advising middle-market public and private companies, investors and individuals in connection with mergers and acquisitions, capital and equity financings, securities regulation, joint ventures, corporate governance, and general corporate matters. His experience with clients crosses a variety of industries, including technology, health care, finance, government services, and industrial manufacturing.

John has a particular niche in assisting private equity funds and related financial sponsor groups in domestic and international middle-market transactions. He also represents private equity portfolio companies through their life cycle, from acquisition through add-on acquisitions, growth and exit.

A native Ohioan, John now practices law from the firm’s northern Virginia office, where he is also active in the Association for Corporate Growth - National Capital Chapter (ACG) and the Alliance of Merger & Acquisition Advisors(AMAA) - DC/MD/VA chapter.

 

Namita Khasat, Executive Vice President, Chief Financial Officer and Corporate Treasurer, The Aspen Institute

Namita Khasat is a versatile C-suite executive who masterfully blends sound people skills with broad business acumen to provide strategic business leadership in industries facing dynamic or volatile environments. Her 35-year career reflects a demonstrative track record of financial and operational leadership in diverse industries leading successful large scale transformative initiatives, optimizing financial management processes in complex statewide and multi state operations. She has led establishment of Board charters and staffed other committees like real estate and compensation committees of elite boards. She also brings governance experience through her work on boards. She currently is on the Board of and Chairs the Finance and Audit Committee of the Service Year Alliance Board that’s chaired by Stan McCrystal, United States Army retired four-star general.

Within these industries she has provided leadership over broad operational and administrative responsibilities including finance, audit, investments, endowments, information technology, human resources, treasury, compliance and legal oversight, compliance, risk assessment, financial sustainability, facility and real estate management, group pension and insurance management. She sees the cross effects of the various functions in achieving success.

A visionary, Namita consistently engages with colleagues to charter the company future. She is adept at assessing challenges, breaking the challenge into its component parts and identifying the path required – operational and financial– toward achieving ongoing success. Namita is an overall strategic leader who uses her people skills to identify, develop and retain leaders to help companies set and meet targets. She is a high energy, enthusiastic leader whose strengths include flexibility and adaptability in delivering in various environments, structures and industries. She thrives in new challenges and new environments.

As an EVP, CFO, CIO, CAO executive, Namita has identified opportunities and risk and partnered to bring about required enterprise wide change. She is trusted by her colleagues and respected for her professional knowledge and ability to lead in good and tough times. Her successes in leading enterprise ventures have resulted in speaking engagements at national conferences, being invited as featured speaker and author with CFO Alliance, a 7000 strong CFO networking advisory group; being interviewed by Executive Leaders Radio; and being hand selected by Candida Seasock, Founder at Executive Leaders for Advisory Boards to uplift the cause for female executive leadership in the city of Philadelphia.

One of her recent appointments was as the CFO and V.P. Finance at Medstar’s home health division. She was one of the 18 out of 220 executives selected by the CEO of the $2.9 billion, 22,000 employee base regional health system and Georgetown University faculty leaders for their Inaugural Executive Leadership program. She served on the Board for Medstar VNA division as their treasurer.

For her current position she was sought out by the globally renowned Aspen Institute and selected by CEO Walter Isaacson as the first EVP of Finance and Administration, Corporate Treasurer and CFO. She established a new finance and administrative division which incorporated all the key financial and administrative services for a fast growing organization. Under her leadership, the quality of the accounting, financial, investments, legal, contracts, corporate insurance, safety& security, human resources, information technology, facilities, 1100 and 40 acre conference campus services created an effective partner for meeting The Institute’s mission. She identified and led expansion into safety and security, enterprise risk assessment, and establishment of financial sustainable corporate governance model.

Namita earned her Master’s in Financial and Computer management at the University of Delaware. Prior to that she had a Masters in Organizational Development at Osmania University with top rank and gold medal. In addition to two masters’ degrees, she holds a Certificate of Executive Leadership from Georgetown University. 

Kathie Powers, CPA, Chief Financial Officer, Riverside Research

Ms. Powers has over 30 years of experience in providing transition services as their CFO in companies large and small, in commercial, Government Contracting and Not-For-Profit companies.

Currently, Ms. Powers serves as the Chief Financial Officer supporting a rapidly growing Research and Development Not-For-Profit focused on moving science from the laboratory to the field for the benefit of the nation building teams of recognized experts to deliver effective, high-value solutions and services.  The organic growth experienced stems from understanding the research and the returns on the investments necessary to achieve this growth.

Prior to joining Riverside, Ms. Powers was an Interim CFO at Tatum delivering In-Transition services to companies in all phases of acquisitions, integration of entities, implementation of systems, building teams and managing through crisis, restructuring or closing on credit facilities.

Ms Powers spent 14 years at SAIC serving in several operating business groups.  She was successful in turning around businesses, integrating acquisitions and providing financial structures for successfully bidding and winning large multi-billion dollar contracts.

Ms. Powers completed her Masters of Professional Accountancy from Georgia State University.  She majored in Music and Art as an undergrad and spent several years in the Forces Command Army Band in Atlanta, Georgia.  

Greg Shomo, President & Chief Financial Officer, Computer Systems Center Incorporated

As CSCI’s President and Chief Financial Officer, Mr. Greg Shomo has more than 25 years of experience in various “C” class positions delivering successful results for entities ranging from small companies to large multi-billion-dollar corporations.

Previously, Mr. Shomo served as the Chief Financial Officer (CFO) for Medical Science and Computing (MSC), a leading research provider to the National Institute of Health. His services there included assisting with the substantial rapid growth of the company over a three year period that resulted in the successful culmination of MSC acquisition. Before MSC, Mr. Shomo was the Chief Operation Officer (COO) for A-TEK, Inc, a scientific and technology government contractor.

Formerly, Mr. Shomo was a Director of Operations for a quarter-billion-dollar unit with Lockheed Martin Inc. Mr. Shomo was responsible for all financial and managerial operations of the group. In addition to his Unit responsibilities, Mr. Shomo provided services on Lockheed Martin’s Merger and Acquisition Team, providing pre-value qualifications, due diligence work, and on-boarding new acquisitions. He received the Lockheed Martin IS&GS Entrepreneur of the Year Award in 2008.

Beforehand, Mr. Shomo was the CFO and COO for several federal government contractors where he spearheaded rapid growth that eventually resulted in the successful chain acquisition process that led him into Lockheed Martin. His areas of expertise include financial and managerial operations, corporate leadership and team building, strategic growth initiatives, organizational change management, and full lifecycle M&A.

Mr. Shomo received his Bachelors of Business Administration Degree from James Madison University with majors in Accounting and Management Information Systems and minors in Economics and Data Processing. Mr. Shomo is a Certified Public Accountant.

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