XPX Connecticut Summit 2020

CFO Consulting Partners is a proud sponsor of the XPX Connecticut Summit scheduled from July 27 to July 30, 2020. Please click the following link for summit information. XPX CT SUMMIT – July 2020

XPX Philadelphia – Considerations in Investment Banking Engagement Letters & Forecasting for 2020 and 2021

On July 15th, 2020 David DeMuth Co-Founder & Senior Managing Director of CFO Consulting Partners led a discussion regarding best practices for financial forecasting and modeling post COVID 19 for 2020 and 2021. Michael Plunkett of Plunkett Law Group led a discussion regarding key terms and considerations of investment banking engagement letters from a client… Continue reading XPX Philadelphia – Considerations in Investment Banking Engagement Letters & Forecasting for 2020 and 2021

Webinar: CFOCP Collaborates with Continuity

On June 25th CFO Consulting Partners’ Director Chip Steppacher and Managing Director Eric Segal were hosted by Pam Perdue on a webinar focused on restoring Bank financial and operational performance in uncertain times. Follow this link to view a recording of the event: https://www.continuity.net/regulatory-compliance-erm-resources/webinars-archive Continuity ( https://www.continuity.net/ ) is a provider of regulatory technology (RegTech) solutions that automate risk and compliance management… Continue reading Webinar: CFOCP Collaborates with Continuity

Webinar: Leadership Opportunities Through The COVID-19 Pandemic

On June 18th, 2020  CFO Consulting Partners Director Larry Davis and Managing Director Eric Segal presented a webinar with Northern New Jersey Community Bankers on Leadership Opportunities Through The COVID-19 pandemic. Crown Bank Vice-Chairman Paul Fitzgerald moderated the discussion and Jill Freeman of Employment Practices Group, LLC ( https://www.epgstrategy.com/ ) provided thoughts and advice on Organizational and Leadership Opportunities. Click here… Continue reading Webinar: Leadership Opportunities Through The COVID-19 Pandemic

Middle Market Mergers and Acquisitions

Jeff Appleman of CFO Consulting Partners joins the New York Business Brokerage Group Webinar Series on Middle Market Mergers & Acquisitions. New York is at the epicenter of the Covid-19 Pandemic in the U.S.. Across the state, residents are sheltering-in-place and dealing with the health and finance issues posed by the pandemic. Business owners, meanwhile,… Continue reading Middle Market Mergers and Acquisitions

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