The Denver CFO Leadership Council Expanding Role of the CFO

Denver CFO Leadership Council The Expanding Role of the CFO

presented by
The CFO Leadership Council
Tuesday, March 13, 2018 @ 7:30 AM - 9:40 AM (Mountain Time)
Agenda: Networking 7:30 - 8:00 AM I Program 8:00 - 9:40 AM
Location: Denver Athletic Club 1325 Glenarm Place, Denver CO 80204
Parking is validated

Program Description

While CFO’s across all organizations demonstrate strong financial acumen and functional expertise, the most successful CFO’s acknowledge the need to leverage competencies beyond financial oversight that align with the tenets of their organization’s strategy, culture, and stakeholders.

Join us for "The Expanding Role of The CFO," where our expert panel will share their perspectives on how a CFO can deliver value for internal and external stakeholders. In sharing both their positive and negative experiences, our panel will provide the audience with a better understanding of the skills necessary to drive true CFO leadership across your organization.

Learning Objectives

• How and why the role of the CFO has evolved to a strategic and operational leader
• The inherent skills and proficiencies your executive team, board, and other key stakeholders expect you to possess from day one
• An overview of the new responsibilities the CFO role now oversees
• How a CFO can leverage a nimble strategic and operational mindset designed to deliver value in multiple organizational settings
• How to effectively partner across functions and up and down an organizational chart in any environment
• How strong CFO leadership can drive tangible value for business growth
• How to increase the influence of Finance across the business

Speakers

Tom Wilkas
Tom Wilkas possesses more than 25 years of experience leading finance and operations for global companies in the technology, business services, consumer products and manufacturing sectors.

With a career split between publicly traded companies and private equity-backed firms, Mr. Wilkas has created long-term, sustainable growth models for high growth companies as well as companies in turnaround mode. Through a combination of strategic transactions, fund raising, new product development, global integration, process reengineering, and cultural change, he has engineered several strategic exits for both public and private companies.

Mr. Wilkas is currently the Chief Financial Officer at SAFEbuilt, LLC, the nation’s leading outsourced provider of community building services (e.g. permitting, inspections, planning) and software. He is responsible for M&A, capital raising, strategy, finance, procurement, fleet management, legal, and accounting.

Josh Pace
Joshua Pace assumed the role of CEO at Trust Company of America (TCA) in June, 2015 after serving as the Chief Business Officer at TCA, leading sales and business development efforts, since 2012.

Joshua Pace joined Trust Company of America (TCA) in 2012 with over 20 years of experience in the growth and leadership of a diverse set of financial, service and technology companies. He served as the CFO of Openwave Systems, a public company with $450m in revenues and 3,000 employees based in Redwood City, CA. He was also CFO of Webroot, a Broomfield Colorado based software security company.

Jason Urband
Jason is responsible for evaluating and executing transactions within the firm’s CORE Investment Strategy, as well as providing support to the firm’s Partner Companies. Prior to joining Lariat, Jason was a Vice President at Grey Mountain Partners, a Boulder-based private equity firm with approximately $700 million of capital under management, where he executed leveraged buyouts across a number of industries, and assisted portfolio companies with strategic initiatives. Jason was also responsible for covering investment banks and business brokers in both the western and southwestern United States.

He served on the boards of directors for several portfolio companies, including Dimex and Ajubeo LLC and worked closely with management on each of Herr-Voss Stamco and Robbins, LLC. Prior to Grey Mountain, Jason was an investment banker focused on M&A, most recently with RBC Capital Markets, and began his career at an investment firm funded by Fortress Investment Group. Education: B.S.B.A. University of Denver

Kathy Healey
Kathy Healey is a partner at RSM US LLP, serving as a strategic audit and assurance advisor to her clients across a multitude of industries. Kathy has been with RSM for over 12 years and previously worked for a Big Four firm and First Data Corporation. Kathy graduated from Brigham Young University with her Master of Science in accounting. Kathy serves on the accounting advisory board at Colorado State University and on the Denver’s CFO Leadership Council steering committee.

Courtney Potter

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CPE Information

• Field of Study: Personal Development
• Recommended CPE: 1.5 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: www.nasba.org

Interested in membership? Click here to attend our educational programs for the 2018 season for free.

More Information:
For more information about this program or The CFO Leadership Council, please contact Jeanene Orlando, Regional Director, at jeanene@cfolc.com.

Registration:
To register for this program, simply complete the form above. Current CFO Leadership Council members may attend this program for free. CFO Leadership Council members from all our chapters may also attend 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.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.

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We Empower CFOs.
The CFO Leadership Council is a professional association dedicated to empowering senior financial executives to realize success in their careers, as well as for the people and companies they lead.

Our members realize this success through the collaborative and energetic community we foster, which helps them build a professional network of their peers, as well as involves them in engaging discussions, both in-person and online, that deliver pragmatic and tangible business insights on business and leadership issues.

Our Denver chapter is one of 20+ chapters across North America - Join us today to be a part of the discussion!

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We Offer

• Concise, targeted programs created by and for CFOs
• Continual focus on evolving trends with informative updates provided in our programming
• Dedicated attention to honing the leadership skills needed for senior financial executives to thrive
• A high-quality network of senior financial executives, both in-person and online
• Restricted, exclusive events for senior decision makers
• An environment that promotes collaboration within a diverse group of successful professionals

Membership Includes

• Free attendance to all CFOLC Denver chapter programs, as well as all CFOLC programs across North America. Most programs qualify for CPE, and are exclusive to senior financial executives and a limited network of sponsors.
• A robust community of 1,000+ financial leaders and 200+ events across North America.
• Exclusive access to our members-only private email group and monthly conference calls, which connect you directly with your peers to advise on a variety of issues and challenges.
• Free attendance to our Two-Day National Conference in May 2018.
• Invitations to complimentary national webinars and pertinent educational CFO updates..
  

Who Can Join?
CFOs, Senior Vice Presidents and Vice Presidents of Finance, Controllers, Directors of Finance and other senior financial executives are encouraged to join.

Not sure if you're eligible? Please contact, Jeanene Orlando, Southwest Regional Director at Jeanene@cfolc.com

Ready To Get Started?

Don’t wait – join your peers and get your Denver Chapter membership today!

Click here to begin!