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The Changing Role of the CFO: The Evolution from Finance Expert to Operational Leader by The CFO RoundTable NYC

The CFO Leadership Council

Wednesday, September 10, 2014 from 8:30 AM to 11:00 AM (EDT)

The Changing Role of the CFO: The Evolution from...

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Senior Financial Executives Ended $75.00 $0.00

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Event Details

The Changing Role of the CFO: The Evolution from Finance Expert to Operational Leader
Wednesday, September 10, 2014, 8:30 - 11:00 a.m.
Aon, One Seaport Plaza, 199 Water Street, New York, NY


The CFO role has evolved from a numbers cruncher/ accountant "finance expert" focused on past performance into that of a forward thinking performance leader looking at where the business is going.

While CFOs are still focused on the bottom line, cash flows, controls, costs and risks, they also partner with the management team to seek profitable growth opportunities and help determine the direction of the company. Today's CFOs are becoming more operational and are performance leaders concerned with driving business indicators and performance metrics.

Join the CFO RoundTable NYC for The Changing Role of the CFO: The Evolution from Finance Expert to Operational Leader where our panel will discuss how to take charge of this evolution and fully embrace your leadership position within your organization.

Our panel discussion will feature the perspectives of CFOs, CEOs, and Board Members, all of whom will comment on the history of the CFO role and its evolution over the past 5 - 10 years due to the regulatory landscape, expanding board expectations, and strategic endeavors.

Confirmed speakers include: 

David Blanke, SailThru David McCann, CFO Publishing
David Blanke

Bruce Cooperman 
Managing Partner, 
Nereus Advisors

David McCann 
Deputy Editor, 
CFO Publishing

M. Tatum Pursell 
Senior Advisor, 

Learning Objectives:
From this session, you will learn:

  • Best practices for managing the role of today's CFO
  • Strategies for balancing bottom line performance with profitable growth opportunities
  • Methods for effectively partnering with the CEO and management team to drive business indicator

To register for this program, simply complete the form aboveCFO RoundTable NYC members may attend this program for free, and CFO or Controllers RoundTable Boston members may attend at a reduced rate. 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 $75. 

More Information:

For more information about this program or The CFO RoundTable, please contact Debbie Lindner, Marketing Director, NYC Chapters, at 

The CFO RoundTable 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. 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: 

 About Our Speakers:

David  Blanke, CFO/ COO, Sailthru

David Blanke has over 20 years experience in the technology,media and healtcare industries at startup,high growth, and Fortune 500 companies. Prior to Sailthru, David was Managing Director of Money-Media, part of the Financial Times Group. David led the sale of the business to the Financial Times in 2008. As Managing Director, he led the post-sale integration of the business, global expansion into Europe and Asia, and new business development into research and data products. Earlier in his career, David worked in strategy, planning and analysis, acoounting and auditing roles at Quest Diagnostics, Stryker Corporation, and PricewaterhouseCoopers. He has a Bachelors Degree in Accounting from the University of Michigan and received his CPA license from New york State. Saithru has consistently doubled revenue on an annual basis. In 2012, Dave helped lead the $19 million Series B fundraising effort, which brought on Benchmark as an investor.


Bruce Cooperman, Managing Partner, Nereus Advisors


Bruce Cooperman

Bruce Cooperman is the managing partner at Nereus Advisors. He founded Nereus to provide financial and operational advisory services to businesses across three primary domains - financial technology, B2B transaction services and media technology. Using his experience in management, corporate goverance, capital raising and strategic investing, Bruce provides insight and support to both management and investors.


Until December 2013, Bruce was the Chief Financial Officer of AppNexus, responsible for Finance, Treasury, Investor Relations and Facilities. He guided AppNexus through a rapid growth stage in its development and maturation. In his tenure, he navigated a successful capital raise, managed a successful business acquisition, developed a global financial infrastructure, and oversaw a risk management and compliance process. He supported the creation of an Audit Committee and administered its activities.


From 1999 to 2011, Bruce was Chief Financial Officer of International Securities Exchange. He helped start ISE, directed the IPO in 2005 and facilitated the subsequent sale of the company in 2007. From 1997 to 1999, he was Senior Vice President at the Board of Trade of the City of New York (NYBOT). During his tenure, he was Chief Financial Officer of the New York Cotton Exchange, played a lead role in developing the first electronic marketplace for trading U.S. Treasury futures contracts and was a key contributor to the merger of the New York Cotton Exchange and the Coffee Sugar and Cocoa Exchange. From 1993 to 1997, Mr. Cooperman was Director of Finance and Information Technology at Fischer, Francis, Trees & Watts where he directed the global operations of the finance and technology divisions. From 1984 to 1993, he was a Vice President in the Finance Division of Credit Suisse. He started his career in 1981 as an auditor for PricewaterhouseCoopers.


Bruce has served on the board of not-for-profit and private companies and has been management liaison to Audit and Compensation Committees. He is well versed in best practices of corporate governance, risk management and compliance.


Mr. Cooperman is a graduate of Ohio State University, where he received B.S. degrees in Accounting and Computer Science. He resides in New York City with his wife and two daughters.


David McCann, Deputy Editor, CFO Publishing

David McCann is Deputy Editor at CFO Publishing and directs its coverage of human capital management, finance careers, and employee benefits. Since joining CFO in 2007, he has been Web News Editor, Careers Editor, and Technology Editor, and has also written extensively on accounting, regulation and compliance, investor relations, and other finance topics. From 1995 to 2006, David was Editor-in-Chief of MeetingNews, a business-to-business publication aimed at corporate and association meeting plannners, and from 1987 to 1995 he was Executive Managing Editor of Business Travel News, a B2B publication for corporate travel managers.


M. Tatum (Tate) Pursell, Senior Advisor, Unlimited Horizons, Inc.

Tatum Pursell Unlimited HorizonsM. Tatum (Tate) Pursell is a co-founder and senior advisor of Unlimited Horizons, Inc. (, an independent private equity sponsor that invests in manfacturing and distribution companies. UH was founded by senior executives with extensive domestic and international experience. They seek to invest in mid-sized companies and non-core diverstitures that are not acheiving their full potential. UH has one operating company , Ebtech Industrial Building Solutions (, which manufactures modular buildings.

Mr. Pursell has over 30 years of experience as a senior operating executive, board member, and private equity principal. As an independent director of Barton Group, a family-owned materials and manufacturing company, Mr. Pursell chairs the compensation committee and is a member of the goverance committee. He is also an independent director of Lectrus Corporation, an operating company of RFE Investment Partners.

In addition, Mr. Pursell advises boards, lenders, and private equity firms on growth strategies and operational improvements,and conducts operational due diligence. In the past, he has acted as a turnaround consultant, financial advisor, and crisis manager. 

Mr. Pursell's educational credentials include an MBA and BA (biology/chemistry) from Washington University in St. Louis, a certificate of director education from the National Association of Corporate Directors (NACD), and a Six Sigma Certification.

Have questions about The Changing Role of the CFO: The Evolution from Finance Expert to Operational Leader by The CFO RoundTable NYC? Contact The CFO Leadership Council

When & Where

One Seaport Plaza, 199 Water Street
New York, NY 10038

Wednesday, September 10, 2014 from 8:30 AM to 11:00 AM (EDT)

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The CFO Leadership Council

The CFO Leadership Council is a community of senior financial executives dedicated to developing strong leadership at all professional levels, from Controller to CFO.

Our community is a nationwide group of knowledge seekers from all industries who come together to help solve each other’s challenges and celebrate successes.

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The Changing Role of the CFO: The Evolution from Finance Expert to Operational Leader by The CFO RoundTable NYC
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