$0 – $60

What Do CEOs Seek in Their Successor? by The Atlanta CFO Leadership Council

Event Information

Share this event

Date and Time

Location

Location

The Buckhead Club

3344 Peachtree Street Road NE

Suite 2600

Atlanta, GA 30326

View Map

Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

Description

What Do CEOs Seek in Their Successor?

hosted by
The Atlanta CFO Leadership Council
Thursday, January 25, 2018
7:15 AM to 7:45 AM Networking | 7:45 AM to 8:00 AM Breakfast | 8:00 AM to 9:15 AM Program

If you are a CFO who aspires to be a CEO, you have undoubtedly heard that in order to land the top job—and do well once you’re in it—you should first seek to augment your financial expertise with operational experience. Conventional wisdom would also suggest that a CFO pursue some stretch goals, such as managing a significant change management initiative to “round himself or herself out.”

That sort of advice isn’t wrong. But it suggests a dangerously incomplete view of what will truly help former CFOs excel once they are in the corner office. Join us on January 25th as our panel of local experts share their perspectives on the journey from CFO to CEO.

Attendees Will Learn:

  • The strengths and skill set needed to move into the CEO Role
  • The biggest challenges CFOs face when transitioning to CEO - and how to overcome them
  • To identify how to play an important leadership role in strategic planning and management of your organization




Ed Fisher is the founder and has been managing partner of SouthPointe since 2003. Ed has been involved as a principal, financier and investment banker in small and middle-market companies since 1985. Prior to co-founding SPV, Ed was a Partner with EGL Holdings, Inc., an Atlanta-based merchant banking firm with a $20 million equity fund. At EGL, Ed was responsible for all aspects of M&A deal sourcing, financing, and closings for clients, both domestic and European, ranging in size from $3-$250 million. Prior to EGL, Ed was a portfolio partner for Atlanta-based Prometheus Partners, a $22 million leveraged buyout fund. Ed was responsible for all aspects of the acquisition process for deals up to $20MM, from identification and negotiation to financing and closing, as well as integrating and managing the companies post-acquisition.

From 1993 – 1999, Ed held several corporate operating roles, including as CFO for the 3rd-largest Wendy's restaurant franchisee in the U.S., with over 60 locations and $60MM in revenue, headquartered in Knoxville, TN. While at Wendy's, Ed established and ran a multi-subsidiary holding company accounting and finance department, oversaw California real estate investments, and pursued several large-market acquisitions. Following Wendy’s, Ed was CFO and V.P. of Sales for Big A Distributors, a $10-million family-owned food service facility renovation and equipment distribution
business in Atlanta.

From 1989 to 1993, Ed was a managing partner of a boutique merchant banking firm, Phoenix Capital Group, providing M&A advisory services and principal investing in deals valued from $1-$50 million. Ed began his career as a commercial lender with First Union National Bank (now Wells Fargo) and C&S Bank (now Bank of America), responsible for credit analysis, underwriting and loan approval in the north Georgia region from 1984 to 1989.


Stacy Henry is CEO (formerly COO/CFO) of Big Nerd Ranch, a company that specializes in developing custom mobile and web applications for clients, training students around the globe in those technologies and writing the best-selling mobile application books on the market. Stacy is passionate about developing the people at Big Nerd Ranch and helping solve problems for their clients. She started with Big Nerd Ranch in 2010 when there were 15 employees and has managed growth to over 100 employees. The client roster has grown as well and includes soon-to-be famous start-ups and household brands like Google, Amazon and Facebook.

Stacy started her career in public accounting with Arthur Andersen and has worked with both public and private companies. She thrives in a fast-paced environment surrounded by brilliant people who are passionate about their work.


Jim Swartz is Tatum’s Southeast Managing Partner. He is responsible for profitable growth by driving business development efforts and consulting, project and interim engagement delivery in the greater Atlanta area.

Jim holds a BBA in Accounting from Georgia State University and he is a CPA. He is an avid boater and water-skier and a big sports fan. He also spends quality time with his growing family.

Prior to joining Tatum, Jim spent seven years leading his own consulting company and started and co-led an RPO firm in New York. Earlier in his career, Jim was CEO of Talent Tree and COO of Romac International, the predecessor of Kforce. Previously, he was a CFO in the real estate industry and began his career at KPMG.


Sean Barry joined Bridgevine in 2013 as Chief Executive Officer after 20 years of experience in global sales and operations, business development, advertising and marketing, with significant expertise in customer engagement techniques for the utilities, cable, telco, satellite and retail markets. Sean brings creative thinking and a healthy disregard for the impossible to his role.




Click
here to learn more about CFO Leadership Council.

Registration

To register for this program, simply click one of the two registration buttons below and complete the form as requested.

All 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 $60.00.

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.



More Information

For more information about this program or The CFO Leadership Council, please contact Jennifer Langley, Southeast Regional Director, Atlanta, Charlotte, South Florida & Jacksonville Chapters, at jennifer@cfolc.com.



Cancellation Policy

Send cancellations to Jennifer@cfolc.com at least 24 hours prior to the event to qualify for a refund.



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





Share with friends

Date and Time

Location

The Buckhead Club

3344 Peachtree Street Road NE

Suite 2600

Atlanta, GA 30326

View Map

Refund Policy

Refunds up to 1 day before event

Save This Event

Event Saved