Get ready for a transformative experience with our Q4 Roundtable Series on Growth & Financing Readiness! This is your exclusive invitation to explore the art of stakeholder alignment and data-driven storytelling, unlocking the keys to generating buy-in and streamlining financing processes.
Growth & Financing Readiness is about mastering the four "business value pillars," crafting tailored narratives, and aligning risk-return profiles with specific audiences. Join CFOs and finance leaders in a collaborative journey to build a Growth & Financing Readiness playbook. Whether it's internal capital allocation, debt financing, growth equity investment, or M&A, this series will fortify your financial positioning and engagement across internal stakeholders and capital partners.
Participate in our Financing and M&A Readiness event series tailored exclusively for CFOs. Delve into the latest strategies and insights crucial for navigating the intricate landscape of financing options and mergers and acquisitions in the year ahead. Learn from industry experts, engage in interactive sessions, and gain valuable knowledge to enhance your organization's financial preparedness.
Don't miss out on this opportunity to network with peers, share experiences, and stay ahead in the rapidly evolving world of finance and M&A in 2025.
Learning Objectives:
- Assess 2025 opportunities within the context of the four "value pillars" (decipherability, credibility, growth story, and acceleration).
- Tailor 2025 financial performance, outlooks, and risk-return profiles to specific audiences.
- Proactively address focal points for due diligence processes.
Gear up for success in 2025 - RSVP now and elevate your finance game!
Let's pave the way for financial excellence together!
Who Should Join:
This exclusive event is tailored specifically for finance leaders of emerging and mid-market companies. It ensures that you find yourself in a room with like-minded individuals who engage in relevant conversations, relate to the challenges you're facing, and guarantee quality takeaways.
You don't do 'maintenance mode.' Neither do the members of The CFO Alliance. If you are eager to optimize your finance functions, then join The CFO Alliance! Don't miss your opportunity to get connected and stay informed throughout 2024.
Prerequisites:
None
Program Knowledge Level:
Advanced
Delivery Method:
Group-live
CPE Credit:
3 CPE in Personal Development
The CFO Alliance 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Agenda
8
00AM
-
8
30AM
Arrival and networking over coffee
Arrive early to meet other members over coffee.
8
30AM
-
9
00AM
Introduction - Breakfast
Hot breakfast will be served as we do introductions and background on today's topic.
9
00AM
-
9
15AM
9
15AM
-
10
00AM
Roundtable Discussion
This is a time for you to share insights and best practices with your peers.
10
00AM
-
10
30AM
Community
Tickets
Members
Complimentary
Member Price
Reserve TicketFor all Current Members of The CFO Alliance. Please note: If your membership is not in good standing you will not be able to register.
Guest Attendance
Complimentary
Public Price
Reserve TicketThis is for first time attendees. If you have never attended a CFO Alliance Roundtable please register and attend as our guest. (quailifed finance executives only)
Sponsors and Partners
Partners
The CFO Alliance has a select few vetted partners that we know will deliver value to you.
Oracle | NetSuite
First focused on financials and ERP, we now provide an integrated system that also includes inventory management, HR, professional services automation and omnichannel commerce, used by more than 36,000 customers in 217 countries and dependent territories.
NetSuite is a marketplace partner to The CFO Alliance community and offers Members preferred pricing and discounts. Contact Stephanie Steen (stephanie.steen@oracle.com ) for more details. Tell her CFO Alliance sent you.
First Water Finance
First Water Finance (FWF), the Finance Advancement Platform, connects finance leaders, business owners, and capital partners within a finance ecosystem spanning FP&A, Corporate Finance, and Community. In conjunction with its affiliation with The CFO Alliance (CFOA), FWF offers FP&A business process outsourcing (Managed FP&A), FP&A and corporate finance related project consulting, transaction advisory solutions, a premier nationwide finance leader peer group community, talent acquisition services for the Office of the CFO, and access to vetted solution and capital partners. FWF has supported over 100 management teams, investment sponsors, and partners, developing proprietary process methodologies for FP&A and activating and accelerating finance function capabilities for small and midsize businesses (SMBs) and private equity portfolio companies.
https://www.firstwateradvisors.com
Homestead Smart Health Plans
Homestead was born from an unwillingness to accept the status quo and offers a revolutionary approach to healthcare. Our mission is to bring affordable coverage to you and your employees without sacrificing quality of care. We take on the problem of runaway healthcare costs with our innovative Smart Plan - a singular solution with three components designed to connect self-funded employer groups with top quality care at the lowest fair cost.
Click the link below to learn more about our Smart Plans, including our state-of-the-art reference-based-pricing/auditing system, Claim Watcher.
http://bit.ly/RBPexplained
Planful
Planful transforms the way you plan, close, and report so you can drive more impactful decisions across your business. Align every squad, inform every move, and change direction using a platform designed to improve your financial performance.
https://planful.com/
Eide Bailly
Industry-driven CPAs and Business Advisors
Eide Bailly is a top 25 CPA and consulting firm helping the middle market grow and thrive.
We’ll work with you to imagine what’s possible and bring that vision to life — when you’re planning in an ever-changing environment, navigating complex compliance requirements, optimizing operations, investing in digital transformation, and simply asking what comes next.
PNC Bank
PNC provides both the deep financial resources and the confidence you need to grow and win in today's competitive markets. We combine the knowledge, insight and decision making of a local team with the strength and resources of one of the country’s largest banks - to deliver sophisticated banking and advisory solutions to companies of all sizes. Our relationship managers are advisors to their clients' businesses and serve as your primary point of contact, making it easier for you to access all that PNC can deliver.
https://www.pnc.com