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Working with Boards by The Houston CFO Leadership Council

The Houston CFO Leadership Council

Thursday, December 15, 2016 from 7:30 AM to 10:30 AM (CST)

Working with Boards by The Houston CFO Leadership Counc...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Non CFO Members Dec 14, 2016 $50.00 $0.00
Houston CFO LC Members Dec 14, 2016 Free $0.00

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Event Details

Working with Boards

Presented by 
The CFO Leadership Council 
Thursday, December 15, 2016 @ 7:30 - 10:30 am 

One of the most challenging (and sometimes frustrating) responsibilities of a CFO is to successfully manage his/her relationships and interactions with the Board of Directors.  The influence of a board on the day-to-day responsibilities of a CFO can be complex, and let’s be honest, even a bit dysfunctional at times.

Join the The Houston CFO Leadership Council as we discuss the best practices of managing board relationships in good times and bad. From operational tactics to sound strategies, our panel of experts will share their advice and best practices in fostering positive and productive board relationships.

Learning Objectives:

From this program, attendees should understand:

  • How to improve board interactions, both inside the board room and outside meetings;
  • What information should be communicated to the board and how to effectively communicate it;
  • How to  set and respond to board expectations along all functions; and
  • How to manage competing interests among the executive team, the board, and employees.

Our Speakers Include:

Bob Wells
Sue Lehrer

Newport Board Group

Victor Moran
Managing Director
Moran Enterprises, Inc.



More Information & Refunds : 
For more information about this program or The CFO Leadership Council, please contact Ginger Coleman, Marketing Director, Houston Chapter at  If you would like to cancel your ticket or request a refund, please contact  Ginger Coleman, Marketing Director, Houston Chapter at  Refunds are available up to 24 hours prior to the program.


About Our Speakers:

Moderator, Bob Wells, Partner, B2B CFO - 

Sue Lehrer, CoFounder, Newport Board Group - As the daughter of a CPA, ROTC, supply corp officer father part of Rickover’s nuclear Navy, Sue learned early on the imperative for “good honest numbers” and their importance in strategic planning. From 2002-2006 she served Tatum LLC as Director, Strategic Business Development and firm-wide strategic alliances.  Tatum LLC grew to be the largest national partnership of CFOs and Controllers in the United States before it’s sale to Spherion and presently Randstad.  In 2011 Sue and four other Tatum alums founded Newport Board Group LLC. using the same “partnership of peers” model, Newport is the first national partnership of former CEOs, entrepreneurs and company owners who share their operational and strategic scar tissue as CEO advisors and board members. As part of her activity with private equity over the last 15 years, Sue helped found the ACG Texas Capital Connection and The Houston Angel Network.  She has served on a public security company board and numerous nonprofit boards. After her father was disabled she earned her masters and doctorate degrees in healthcare. For over 30 years she has worked diligently to build out the continuum of health care in the U.S. Sue recommended building the first Alzheimer units in the U.S. in Mesa and Scottsdale, Arizona, the first four level of care campus senior living community in San Antonio and testified to Congress on elder abuse resulting in strengthened legislation for our country's elders. She continues to work in these areas today. 

Victor Moran, Managing Director, Moran Enterprises, Inc. - Victor Moran serves as Managing Director and Chief Commercial Officer of Moran Enterprises, Inc. providing strategic business development and corporate compliance expertise.  Mr. Moran has over 35 years of domestic and international experience in the private and public sectors.


Have questions about Working with Boards by The Houston CFO Leadership Council? Contact The Houston CFO Leadership Council

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When & Where

3800 Cummins
20 Greenway Plaza
Houston, TX 77027

Thursday, December 15, 2016 from 7:30 AM to 10:30 AM (CST)

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