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February 1, 2017

CBIZ MHM Tampa Bay will host a second annual half-day CFO & Controller Conference focused on the new CFO.  The responsibilities of the CFO have become more diverse than ever before. Today’s dynamic environment demands that the CFO play a strategic role in providing financial perspective, building partnerships, marketing strategies, technology decisions, and even employee engagement programs.

Hear the latest on these topics as well as perspectives from local CFOs who have expanded their roles throughout their career.

The event will take place May 23rd at USF Health, Center for Advanced Medical Learning and Simulation in downtown Tampa.  The conference will qualify for 4 hours of CPE credit.  Pre-registration is required, and attendees can register now online for a fee of $50, which includes the cost of the conference, breakfast, lunch, and parking. 

For more information and to register:
www.cbiz.com/newcfo

Stay tuned for future posts about our presenters and topics leading up to the event.



May 24, 2016

100 participants wrapped up the CFO & Controller Conference May 11th at USF Health, CAMLS with a better understanding of the CFO’s role in mergers and acquisitions.

The morning kicked off with experts discussing buy-side, sell-side, and transaction advisory expectations of a CFO when dealing with mergers and acquisitions. For a full lineup of speakers, click here.

The program closed with a panel of local CFOs discussing best practices in mergers and acquisitions. This panel included Andy Demott of Superior Uniform Group, Doug O’Dowd of Xcelience, Steve Torres of Vology, and Kris Wiebeck of Baldwin Risk Partners. This session was moderated by Dave Enick, Managing Director of CBIZ MHM Tampa Bay. Margie Manning, Finance Editor of the Tampa Bay Business Journal, covered the panel and perspectives from each of the CFO’s on what it’s like to buy a company, what it’s like to be acquired and how to prepare for being on either side of a deal. To read the full article, click here.

For more information regarding this Conference, search #CFOConf on Twitter.



May 2, 2016

More than 70 CFOs and Controllers are gearing up for the CBIZ & MHM CFO Conference to be held next week at USF Health, CAMLS in downtown Tampa. 

Four CFOs are slated to close the half-day conference with a Q&A session and give insight into what the modern CFO should be prepared to face at the deal-making table.

This conference will be the first of its kind hosted by the Tampa Bay office.  The May 11th event will focus specifically on the CFO’s role in mergers and acquisitions.

Bob Bukala of Foundation Partners

Bob is the Chief Financial and Administrative Officer of Foundation Partners since 2012. He brings over 30 years of financial and managerial expertise to his role.


Andy Demott of Superior Uniform Group

Andy is the Chief Operating Officer of Superior Uniform Group and also serves as the company’s Chief Financial Officer and Treasurer.  Andy joined Superior Uniform Group in 1998 and plays an integral role in improving overall operational performance. Andy has been key to the development and implementation of corporate strategy. During his tenure, he has managed multiple significant acquisitions.

Doug O’Dowd of Xcelience

Doug joined Xcelience in 2012 as the company’s first Chief Financial Officer.  Doug has extensive experience working with small to medium sized companies in a variety of industries, both in the US and internationally.

Steve Torres of Vology

As Vology’s COO, Steve oversees all financial, operational and HR functions, including strategic planning, accounting and reporting, taxes, mergers and acquisitions, risk management, business intelligence, purchasing and logistics management. Steve brings a wealth of strategic leadership experience to the company, including expertise in public and private capital offerings, financial and operational transformations and regulatory compliance expertise, specializing in SEC and Sarbanes-Oxley compliance.

For more information and to register:
https://tampabaycfoconference.eventbrite.com/

Can't attend the event?  Follow along with the conversation on Twitter using #CFOConf



April 6, 2016

The Tampa Bay office of CBIZ MHM will host a half-day CFO & Controller Conference focused on the CFO’s role in mergers and acquisitions. 

Buyers, sellers and advisors along with a panel of local CFOs will share their insights into what the modern CFO should be prepared to face at the deal-making table.  Discussions will also include how to evaluate the factors that influence the due diligence process on the buy-side and the preparedness aspects on the sell-side. 

The following topics & speakers will be featured in 50 minute sessions:

Buy-Side Expectations of a CFO

Sell-Side Expectations of a CFO

Transaction Advisory Expectations of a CFO

The program will close with a panel of local CFOs who have played a strategic role in the mergers and acquisitions process at their respective companies and throughout their career.

The event will take place May 11th at USF Health, CAMLS, downtown Tampa.  Registration will begin with a breakfast at 7:30 a.m. and the event kicks off at 8:00 a.m., giving participants eligibility to earn a total of 4 CPE Credits.

For more information and to register:
https://tampabaycfoconference.eventbrite.com/

Can't attend the event?  Follow along with the conversation on Twitter using #CFOConf



April 1, 2016

CBIZ & MHM Memphis
will host its annual full-day CFO & Controller Conference on Tuesday, May 17, 2016.  This year’s conference is focused on “The New CFO” and will highlight topics geared towards the ever-changing business role of the CFO.

The event will take place at the FedEx Institute of Technology on the University of Memphis campus.  The conference will qualify for 7 hours of CPE credit.  Pre-registration is required, and interested attendees can register now online.

The Honorable Jim Strickland, Mayor of Memphis, will provide the keynote address. Other topics will include:

  • Executive Compensation
  • Data Automation
  • Wellness Programs
  • Trends in Tax Planning
  • And much more…

The program will close with a panel of local CFOs who play a strategic role at their respective companies and throughout their career.

We are expecting a sold out event, so RSVP today by clicking here!

Stay tuned for future posts about our presenters and topics leading up to the event.




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