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Financing Strategies for Success by The Dallas-Fort Worth CFO Leadership Council


Tuesday, May 15, 2018 from 7:30 AM to 9:40 AM (CDT)

Financing Strategies for Success by The Dallas-Fort...

Ticket Information

Ticket Type Sales End Price Fee Quantity
CFOLC Members
CFO LC Members Only
May 14, 2018 Free $0.00
Senior Financial Executives
Non Members
May 14, 2018 $60.00 $0.00

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Event Details

Financing Strategies for Success
hosted by 
The Dallas CFO Leadership Council
Tuesday, May 15, 2018
7:30 - 8:00 AM Networking | 8:00 - 9:40 AM Program

CFOs are frequently faced with the challenge of determining what their organization’s finance strategy should be. The objective of an organization’s finance strategy is to determine the appropriate capital and balance sheet structure and liquidity needed to enable the organization to pursue its strategy and weather any cash flow shortfalls. Frequently, some organizations move to strategy execution before properly aligning the finance strategy to the overall business strategy. This can hinder strategy execution or place the organization at a significant risk. Developing a viable finance strategy is a strategically critical role of the CFO.

Join us for ‘Financing Strategies for Success,’ where you will engage with a panel of CFOs and other advisors who will share perspectives that CFOs can apply to develop a successful finance strategy.

Who Should Attend 

CFOs and other senior finance executives interested in comparing their finance strategies with those of their peers, as well as learning best practices and timely advice for developing and managing a finance strategy.

Learning Objectives 

  • The importance of a finance strategy, and the value it creates for an organization
  • The key elements of a finance strategy, and how often to revisit it
  • Common approaches to developing a finance strategy, including key stakeholders that should be involved
  • The risks and trade-offs to consider when developing a finance strategy
  • Best practices to manage excess cash
  • Best practices to manage expectations of your bankers and shareholders



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 $50.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) 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 Orlando, 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 Orlando or Mary Christensen at email above. Refunds are available up to 48 hours prior to the program.

CPE Information - pending approval

  • Program level: Advanced
  • Field of Study: Other
  • Recommended CPE: 2 CPE
  • 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:

About Our Speakers

Kevin Slaton, CFO & COO at Insight Equity

Kevin is Insight Equity’s Chief Financial Officer.  Kevin joined Insight Equity in 2007 and is responsible for the financial management and administration of Insight Equity and its funds.  He serves as a resource for portfolio company CFOs with respect to finance, accounting and tax matters.  Kevin also serves as the firm’s Chief Compliance Officer.

Kevin has over 15 years of experience in the alternative investment industry.  Prior to joining Insight Equity, Kevin worked in public accounting at CF & Co., LLP in Dallas, Texas where he focused on financial services clients.

Kevin received his BS from the University of North Texas in Accounting and is a Certified Public Accountant.

More Coming Soon!

Have questions about Financing Strategies for Success by The Dallas-Fort Worth CFO Leadership Council? Contact Events

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When & Where

The Offices of Vinson & Elkins
Trammell Crow Center
2001 Ross Ave, 39th Floor
Dallas, TX 75201

Tuesday, May 15, 2018 from 7:30 AM to 9:40 AM (CDT)

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The CFO Leadership Council is the premier organization for senior financial executives to connect, engage, and empower one another.  With 23 chapters in North America, we offer plenty of opportunities to engage in-person and online.  Attend one near you soon!

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Financing Strategies for Success by The Dallas-Fort Worth CFO Leadership Council
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