7:30 - Registration, 8 am - 1 CPE Program, 9 am CFO Roundtable Discussion
The inaugural meeting was well attended. Feedback has been that it is good idea for top area financial leaders to get together periodically.
Succession Planning - The Role of the CFO
Any business must plan for the expected and unexpected. Whether considering transitioning to a second generation, or an outright sale, a business must have in place a succession plan for not only planned events, but unexpected contingencies in the future. A CFO can quarterback a strong succession plan involving planning a head to take advantage of the time available to maximize the value of the organization as well as minimize potential disruptions.
Hear from this CPA, Michael Kosinski, partner at Clifton Larson Allen and longtime business adviser about how to prepare your company for an orderly and successful succession:
-Discuss the various approaches a CFO can take and common mistakes of a succession/contingency plan.
-How a CFO can build building enterprise value to create a structure and organization that transcends an individual owner.
***Includes continental breakfast. For Chief Financial Officers (CFO), Controllers, Accounting Supervisors/Managers and IMA members ONLY. Sponsorship opportunities for future roundtables are currently being accepted.
Quarterly Meeting of the IMA of Southwest Florida's CFO Roundtable
This roundtable is designed for chief financial officers and other senior financial executives in Southwest Florida. The objective of the CFO Roundtable is to provide a forum for discussion of important issues of a financial and business nature, to present timely, relevant information related to financial management and to provide a networking opportunity amongst CFO peers. IMA executive committee members will provide an overview of the new CFO Roundtable.