By Invitation Only

Association CFOs and COOs

Association CFO / COO Roundtable Breakfast

Presidential Forum Roundtable Breakfast is by invitation only and is limited to only Association CFOs and COOs.  The format is informal discussion among your peers on the topic of Automation.   The Presidential Forum ensures that as an Association CFO you have the opportunity to meet in a safe environment where you will be able to network with only your peers (other Association executives) and no external organizations will be represented. As part of the safe environment setting, all content of discussion are to be treated as confidential by all executives in attendance.  The breakfast is hosted by U.S. Transactions Corp.

Plated breakfast will be served.

TOPIC/COURSE DESCRIPTION: Association CFOs / COOs:  Effective communication with your Board/Committees; Managing relationship with CEO, Treasurer, and Board/Committees

This roundtable discussion is moderated by Michael Harris and Alex Galeano; there will be an interactive dialogue among all Association CFO-Attendees.  Learn firsthand as each CFO shares what Best Practice he/she has implemented at their respective Association.  This is also a great way to discover how other CFOs have solved issues that you might face as you work with your executive management  in your Association.

Co-Moderated Roundtable discussion lead by Alex Galeano, CFO, ASIS International (ASIS), and Michael Harris, Managing Director – Finance, Maryland Environmental (MENV).

WHEN:
Wednesday, July 24, 2019
7:30 AM to 9:30 AM

LEARNING OBJECTIVES:

• Learn how organizations use KPIs and other financial dashboards to effectively communicate with Boards and Committees.
• Learn strategies that your CFO peers utilize to effectively manage relationships with CEO, Treasurer, and Board/Committees.
• Learn how organizations are managing change in their organization and communicating these requirements across the management team and with the Board.

DELIVER METHOD: Live

CPE CREDITS: 1.5

LEVEL: Intermediate

NASBA CATEGORY: Business Management & Organization

PREREQUISITES:  C-Level Management Experience

CPE SPONSOR: U.S. Transactions Corp. Sponsor ID 138278 NASBA

Email us at RSVP@ustranscorp.com to register.
There is no cost to attend.

A REGISTRATION IS REQUIRED (NO EXCEPTIONS)

For more information, go to www.ustranscorp.com/calendar.

BREAKFAST SPONSOR: E. Cohen & Company, CPAs