CBIZ & MHM CFO & Controller Conference presents

The CFO's Role in Mergers & Acquisitions

As a result of the significant role that mergers and acquisitions play in corporate growth strategy, the function of the CFO has greatly expanded. This dynamic environment demands that the CFO play a strategic role in providing financial perspective, building partnerships, and working closely with chief executives and board members.

Hear perspectives from buyers, sellers, and advisors along with a panel of local CFOs who have played a strategic role in the mergers and acquisitions process at their respective companies and throughout their career.

Event Information
May 11, 2016 (7:30 AM - 1:00 PM)
USF Health, Center for Advanced Medical Learning and Simulation

• 4 CPE Credits - Breakfast & Lunch Included
• Limited Space & Pre-Registration Required
  
  

Speakers & Topics Include:

Buy-Side Expectations of a CFO

James Darnell, Partner, KLH Capital

Robert Faber, Principal, Ballast Point Ventures

Sell-Side Expectations of a CFO

Don Schaeffer, Managing Partner, De NES Partners, LLC

John McDonald, Senior Managing Director, Hyde Park Capital

Transaction Advisory Expectations of a CFO

Dave Enick, Managing Director, CBIZ MHM, LLC

Brad Hale, Managing Director, CBIZ MHM, LLC

CFO Panel

Bob Bukala, Foundation Partners

Andy Demott, Superior Uniform Group

Doug O'Dowd, Xcelience

Steve Torres, Vology

Deliery Method: Group Live

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Cost: $50

Who Should Attend: CFOs and Controllers

Learning Objectives
Following this course, participants will be able to:

• Determine the factors that influence the diligence process on the buy-side and the preparedness aspects on the sell-side
• Take back insight into the role of the CFO in the mergers and acquisitions process
• Gain insight into the dynamic function of the CFO working alongside chief executives and board members

For more information regarding refund, complaint, and program cancellation policies, contact Jennifer Heckner at 727.572.1400 or jheckner@cbiz.com.

CBIZ, Inc. 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. Web site: www.learningmarket.org