For many small to midsize firms, the hiring of a finance leader signals a coming of age for an organization, a time when business growth becomes more reliant on company culture and business process than on entrepreneurial passions and instincts. Join us when Jeanne Prayther, CFO of e-Builder, and Robert Bendetti, CFO of Life Cycle Engineering,…
"Right now, we're focused on organic growth. We're pursuing that in North America. We're trying to do it in our core EPM market, which is financial planning, budgeting, consolidation, and reporting. We're not trying to move into adjacent markets. We're not trying to do international. We're trying to do self-funded organic growth, and our intent…
Unlike many, Joseph Falcao's finance career routinely jumped industries, revealing a stubborn reluctance to be tied to any one industry or business model. Today, as CFO of JSI Store Fixtures, Falcao reflects back on a career track that supplied a wealth of varied experiences not found inside in any one industry. Advice to Your Younger Self:…
Join us when Teri McEvily explains how the M&A activities of different companies routinely opened the door to new opportunities to learn and expand her operational view as she advanced firsthand the practices and approaches that would allow companies to achieve postmerger growth. Different Opportunities to Grow, One Career "At Sage, for example, I started…
"My priorities over the next 12 months are to support the IT consolidation of activities for the Commonwealth to reduce complexity, enhance the way that constituents interact with our government, and also improve the way the 40,000 people on the Commonwealth payroll are working. That's achieved by enhancing our digital presence. By upgrading tools and…
Join us when Jennifer Lew explains how the finance team's data insights must not only support executive decision-making, but also help employees across the company "tell the story" and educate customers and key stakeholders about the company's quest to deliver value. "We're constantly thinking about our portfolio of assets and the larger business context for which we're…
What’s it like to be CFO of a firm that specializes in wealth counseling? Join us as CFO Gary Roth highlights the elements of a business plan that facilitated the rise of United Capital, a national financial planning firm that has grown into a 47-office organization thanks to an energetic mix of organic growth, acquisitions, and investment…
For Naren Goel, CFO of Ephesoft, strategy execution begins with discussions involving functional business leaders from across the company. Only from conversational engagement (or dialogues) can finance identify the many critical strategic inputs that must inform the company's business model. Join us as Naren explains how he plans to prioritize the many aspects of finance…
When a crisis occurs, leaders who exude competence often advance to the front of the room, while the actions associated with motivational leadership become less warranted. "Competence" is a word that few other professions apply with the care and precision that is routinely administered by those who dwell in the realm of finance and accounting.…
Join us when CFO Rob Gagnon explains how three recent transactions are helping Harvard Bioscience transform its business and open a new chapter of growth. "My priorities involve these transactions and helping to integrate the great company that we just acquired. We are now focused on organic growth as well and on driving top line…