CFO in Crisis:  Leading During Times of Uncertainty

Panelists: 

We have assembled a panel of world class speakers, including chief financial officers, investment bankers, and management consultants, including:

Ø      Jimmy Ahn, Partner, McKinsey & Company (Moderator)

Ø      Tom Brennan, Chief Financial Officer, OpenAir

Ø      Tyler Drolet, Chief Financial Officer, BlueShift Technologies

Ø      John Hupalo, Chief Financial Officer, First Marblehead

Ø      Paul Kazarian, Managing Partner, Japonica Partners

Ø      Rodger Weismann, Chief Financial Officer, Phase Forward

Summary:

This panel will provide an overview of the current economic crisis, and how it impacts the role of the chief financial officer (“CFO”).  We will focus on how to not only survive the current economic crisis, but how to develop a long-term plan that will help your organizations to exploit opportunities that emerge from every crisis, and to emerge stronger than you were prior to the crisis.  This program will offer two CPE credits.

Learning Objectives: 

After completing this course, you should be able to:

•         Understand the common challenges faced by chief financial officer and the different and evolving models of the CFO role.

•         Manage revised expectations from the board and corporate shareholders

•         Formulate a plan to deal with the increase complexity and breadth of the role of the CFO during times of crisis, while recognizing the resource limitations impacting the CFOs ability to accomplish tasks.

•         Strategize on how CFOs must lead their organizations through this time of volatility and crisis

•         Understand conflicting challenges in balancing short-term (the next two quarters), medium term (the two years) and long-term perspectives.

•         Formulate a plan for financial stability and other strategic initiatives to help their organizations emerge from the current financial crisis stronger and more nimble than their competition.

Program Content: 

• Overview of the current financial crisis – how we got here, and how the crisis puts ever greater pressure on chief financial officers.
• A review of the financial markets meltdown – a discussion of the impact of the recession and various scenarios on how it will play out
• The evolving role of the CFO – how it has changed and will continue to change
• Conflicting priorities – how to survive in the short-term without abandoning long-term strategies
• Leadership, strategy, and direction setting during times of crisis.

Registration Information: 

You may register online at www.cfort12dec2008.eventbrite.com   Attendance is free to members of the CFO RoundTable.  Financial executives who are not members of the CFO RoundTable can attend $65.  Attendance is limited to financial executives.

Refunds and Complaints:

For information regarding refund, complaint, or program cancellation, please email Jack McCullough at jack@thecforoundtable.com 

Other Information:

Recommended CPE Credits:  2.0

Program Level:  Advanced

Program prerequisites:  This is an advanced course, designed for the needs of senior financial executives.  Attendees should have an understanding of the economic, financial, and strategic issues faced by chief financial officers.  Attendance is limited to financial executives, such as chief financial officers, vice presidents of finance, controllers, and individuals with similar titles.

Advanced Preparation:  None

Delivery Method:  Group-Live

The CFO RoundTable 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. 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. Web site: www.nasba.org.