San Francisco, California
London, United Kingdom
Working with Boards
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.
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:
| Victor Moran
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 email@example.com. If you would like to cancel your ticket or request a refund, please contact Ginger Coleman, Marketing Director, Houston Chapter at firstname.lastname@example.org. Refunds are available up to 24 hours prior to the program.
About Our Speakers:
Moderator, Bob Wells, Partner, B2B CFO - Bob is a professional CFO, currently serving a variety of companies in different industries. Bob’s finance background extends over 35 years. At UBS he was a commercial banker to Fortune 500 companies for nearly 20 years. At Bank of America he was a banker to large commercial real estate developers. He has owned and operated his own business, served as full-time CFO of two private companies, helping one of them grow $7 million to $68 million in revenues from 2010 to 2013. As CFO Bob has successfully established subsidiaries, instituted controls, consistently obtained clean audits, managed tax strategy, established meaningful management reporting, arranged domestic and international bank financing including EXIM financing, arranged performance bonding, and instituted FCPA and expatriate policies. Today, Bob supports business owners by helping them focus on what they do best, grow the business profitably, by helping them identify the key drivers of their business and ensure they have addressed their financial and administrative matters seamlessly and transparently. Bob also assists entrepreneurs with exit planning. Bob earned his MBA from University of Chicago. He works actively in Scouting, where he has focused on training. Bob is fully bilingual in English and Spanish.
Ted A. Izatt has over 30 years of Wall Street, industry, investing and boardroom experience with both private and public companies. He was the top ranked fixed income and crossover energy analyst for many years. Institutional Investor highlighted his outstanding credentials, including his ability to move markets, his significant relationships within the oil and gas industry and with investors, and his ability to see beyond financials to truly understand the company management. He is currently focusing on private investments.
From October 2008 through November 2014, he was a “C level” executive and investor with Quantum Reservoir Impact (QRI), a privately-held energy company. He served in several capacities including Chief Investment Officer, Chief Financial Officer, and Director of Investor Relations. He was instrumental in helping QRI have sufficient financing during its early years.
Mr. Izatt has a Master’s of Business Administration degree from BYU’s Marriott School of Management and a Bachelors in Communications (Journalism). He previously served on the alumni board of the Marriott School of Management and is the past Chairman of the Houston Region BYU Alumni Association. He has done extensive volunteer work assisting people find or improve employment and helping bring clean water to villages in Malawi, Africa. He served a mission in Japan for the Church of Jesus Christ of Latter-day Saints. As a hobby, he does standup comedy and performs for charity events.
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.