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Due Diligence by The Houston CFO Leadership Council

The Houston CFO Leadership Council

Thursday, October 20, 2016 from 7:30 AM to 10:00 AM (CDT)

Due Diligence by The Houston CFO Leadership Council

Ticket Information

Ticket Type Sales End Price Fee Quantity
Non CFO Members Oct 19, 2016 $50.00 $0.00
Houston CFO LC Members Oct 19, 2016 Free $0.00

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Event Details

Due Diligence

Presented by 
The CFO Leadership Council 
Thursday, October 20, 2016 @ 7:30 - 10:30 am 

 

Our experienced panel of CFOs  will discuss how they have managed and maintained the preparation for liquidity events and cover various techniques including operational preparation for a liquidity event, preparing for due diligence, having current financial and marketing materials to explain the business. Our speakers will discuss the various factors that led to the success in the process.

Learning Objectives:

  • Discover what a CFO should know to maintain operational readiness to engage in the process required for a successful liquidity outcome.
  • Learn the techniques used to facilitate the due dligence process
  • Understand how to increase the value of your company by maintaining relevant financial data and current presentation material to share with investors
  • Hear about managing the effect of a transaction on your employees

 

Our Speakers Include:  

 

Registration:  

To register for this program, simply complete the form above. CFO Leadership Council Houston members may attend this program for free.  CFO Leadership Council members from all our chapters may also attend 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 as non members.

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 Ginger Coleman, Marketing Director, Houston Chapter at ginger@cfolc.com

CPE Information: 

  • Program level: Intermediate
  • Approved CPE: 2 Credits, Field of Study: Other
  • Program Prerequisites: None
  • Advanced Preparation: None
  • Delivery Method: Live/Group 

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

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor (01034). This registration does not constitute an endorsement by the Board as to the quality of our CPE program

About Our Speakers: 

Moderator 
Vance Tillman, CFO, Tideland Signal Corp.

As General Manager and CFO, Vance Tillman oversees Tideland Signal’s global presence, corporate strategy, and financial well-being. Vance brings more than 25 years of senior leadership experience growing teams and businesses. Tideland was sold to Xylem, Inc. (NYSE: XYL) February 1, 2016. Prior to the sale to Xylem, Vance assisted Rock Hill Capital in acquiring Tideland and served as CFO improving and growing the business including acquiring a multinational competitor before the eventual sale to strategic buyer Xylem.
Before joining Tideland, Vance spent time in senior leadership roles of The Friedkin Companies, a leading private distributor/manufacturer for Toyota, culminating in CFO of the financial services division.
Vance received both his bachelor's in Geology and MBA from The University of Texas at Austin.

Karl Maier, CPA
Karl Maier adviser privately held businesses on business growth taking advantage of his wide range of experience as an entrepreneur, CFO, M&A, consulting and other roles.  Karl provides fractional CFO services to privately held companies. With an extensive mix of industry and consulting experience, Karl helps management teams define goals, benchmark their current position, and implement the systems and processes to achieve desired results. Karl’s background includes CFO-level positions, where he was instrumental in helping businesses grow at record rates of 50 percent to 100+ percent per year. Adapting a “listen first, then help others” mentality enables Karl to provide sound business and financial advice to business owners, from recruiting and building teams, negotiating contracts, raising debt and equity financing, assisting in the due diligence process and more. 

Matt Rovelli, Managing Director, Cowen & Co.

 

Jimmie Williams, Partner, Hein & Assoc. 

Jimmie joined Hein & Associates transaction advisory services department in 2015. With over 27 years of experience, he specializes in assisting companies, private equity groups and lenders with all aspects of transaction services. In particular, Jimmie assists clients with financial and operational due diligence; outsourced corporate development and M&A support; dispute resolution services; lender services; restructuring services; and consulting services related to debt and equity transactions. He has served clients in a variety of industries, including energy, manufacturing and business services.

Prior to joining Hein, Jimmie served as the managing director of WG Consulting, LLC for two years. An experienced M&A leader, he has the necessary technical acumen to assist clients even with the most complex of transaction structures. For example, Jimmie assisted an energy services company in evaluating, valuing, financing, closing and integrating a key acquisition that allowed the company to expand its existing product line.

Jimmie attended Texas A&M University where he earned his Bachelors of Arts degree in business administration with a focus in accounting and business analysis in 1988. He is a finance committee member of the John Wesley United Methodist Church and member of the Texas A&M Former Students Association.

Jimmie strives to provide services to his clients that add value and exceed client expectations.

Have questions about Due Diligence by The Houston CFO Leadership Council? Contact The Houston CFO Leadership Council

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When & Where

515 Post Oak Boulevard
4th Floor Conference Room (#410B)
Houston, TX 77056

Thursday, October 20, 2016 from 7:30 AM to 10:00 AM (CDT)


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