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Let's Look Into the Crystal Ball: The San Diego Chapter CFO Leadership Cou...

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Location

KPMG

4655 Executive Drive

1st Floor

San Diego, CA 92121

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

Description

Let's Look Into the Crystal Ball: The State of the Economy

Presented by

The San Diego CFO Leadership Council

Thursday, February 7, 2018

7:30 AM to 8:00 AM Networking | 8:00 AM to 9:30 AM Program



PROGRAM DESCRIPTION:

Today’s CFOs face a dynamic, evolving and a challenging economic environment. Despite volatility in the stock market, the US economy continues to grow with low unemployment, climbing interest rates and strong corporate earnings. However, what will the future bring? Having an informed line of sight on today’s state of the economy and understanding its implications enable CFO’s to make informed decisions and proactively position their organization to take advantage of emerging opportunities while avoiding unnecessary risks.



Learning Objectives

  • Gain insights on the third year of the Trump administration and likely economic effects
  • Gain insights into the evolving economy to assess their potential impact on organizations
  • Gain insights on the global economy and opportunities for growth


Click HERE to learn more about CFO Leadership Council.


REGISTRATION:

All CFO Leadership Council workshops are FREE for members. Non-member senior financial executives are welcome to attend this program for $65.

PLEASE NOTE THAT CFOLC EVENTS ARE EXCLUSIVE TO SENIOR FINANCIAL EXECUTIVES ONLY. (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) Service providers, business development and sales executives are restricted from attending. 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 Dunn, SoCal Marketing Director, The CFO Leadership Council, at debbied@cfolc.com, or Stacy Hall, Regional Director, The CFO Leadership Council, at stacy@cfolc.com.


CANCELLATION POLICY:

If you would like to cancel your ticket or request a refund, please contact Debbie Dunn at email above. Refunds are available up to 48 hours prior to the program.


ABOUT THE SPEAKER:


Steve Ross is a Senior Vice President and Market Investment Director at U.S. Trust, Bank of America Private Wealth Management. In his role, Steve is responsible for understanding clients’ unique investment objectives in order to provide integrated investment guidance and portfolio management services to high net worth clients. Steve is also the Market Investment Director responsible for managing a team of portfolio managers and portfolio manager associates. Steve joined U.S. Trust in 2014 and has more than 25 years of experience as an
Investment Professional. Prior to joining U.S. Trust, Steve was a Director and Senior Portfolio Manager for BlackRock, where he managed money for high net worth clients. Prior to that, Steve was a Partner, Executive Committee Member and Lead Portfolio Manager at Nicholas Applegate where he was responsible for
the entire Separately Managed Account platform. In addition to Steve’s work in the industry, he is passionate about education and was the Executive in Residence for the College of Business at San Diego State University for five years and is currently a lecturer at UCLA, where he teaches an Economics course. Steve graduated from San Diego State University with a Bachelor’s degree in Marketing.

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Date and Time

Location

KPMG

4655 Executive Drive

1st Floor

San Diego, CA 92121

View Map

Refund Policy

Refunds up to 1 day before event

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