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C-Suite Fintech Advisory Workshop NYC by CFO Consulting Partners, Founding Sponsor

May 19, 2021 By CFO Consulting Partners

C-Suite Fintech Advisory Workshop NYC was intended to be an in-person monthly pizza & beer networking event at our co-working space, The Home of FinTech | Rise, created by Barclays, sponsored by CFO Consulting Partners, LLC, the Financial Management Consulting firm.
For now, we’ve been meeting on Zoom to discuss trends, answer questions and network every month on the 2nd Thursday at 11:30AM Eastern and membership has grown to 220 people over the last several months.
Fintech Advisory Recap
CFO Consulting Partners LLC is the ‘C-Suite Fintech Advisory Workshop NYC’ Meetup founding sponsor – A financial Management consulting firm providing CFO services to boards, CEOs and CFOs of small and middle market companies and startups at all stages of growth.

Filed Under: Featured, Newsletters, Resources

CFO Consulting Partners is a proud sponsor of the Philadelphia chapter of the Financial Managers Society (FMS)

May 17, 2021 By CFO Consulting Partners

On May 12, 2021 CFO Consulting Partners sponsored a virtual presentation and panel discussion for the Philadelphia chapter of the Financial Managers Society (FMS). The session was entitled: Zeroing In On The New Normal and presented economic, legal/regulatory, and banking industry outlooks for the balance of 2021 and for 2022.

The presenters and panelists were:

Niso Abuaf
Managing Director & Chief Economist
Ramirez & Co.
(212) 378-7124
niso.abuaf@ramirezco.com

Paul Fitzgerald
Vice Chairman
Crown Bank
(908)659-2100
paul.fitzgerald@crownbank.net

Ned Hogan, Esq.
Shareholder
Stevens and Lee
(609)243-6434
ech@stevenslee.com

Eric Segal
Managing Director
CFO Consulting Partners
(609) 309-9307 ext.702
esegal@cfoconsultingpartners.com

Links to presentations:

Economic Outlook // Legal & Regulatory Update //  Banking Environment

Filed Under: Eric Segal, Events, Featured, News & Events

CFO Consulting Partners was a proud sponsor of the World Trade Center Greater Philadelphia 17th Annual Global Business Conference

April 6, 2021 By CFO Consulting Partners

View the full recording by clicking HERE.

Filed Under: Events, News & Events

ACG Philadelphia Virtual Trivia Night

February 24, 2021 By CFO Consulting Partners

This Thursday! Network with your peers and participate in #VirtualTrivia to benefit Fuel the Fight, an organization born out of the #COVID pandemic that uses 100% of donations to buy meals from local restaurants which are delivered to health care workers or others in need.

February 25 at 5pm – Virtual – Open to Members & Non-Members

Sponsored by: Baker Tilly US, Bannockburn Global Forex, CFGI, CFO Consulting Partners, Clear Thinking Group LLC, Fidus Partners, F.N.B. Corporation, Milestone Partners, Murray Devine Valuation Advisors, Stifel Financial Corp., Texas Capital Bank, Troutman Pepper, Value Management Inc., White and Williams LLP

Mark Alvino, CFA, David DeMuth, Hillary Flouris, CPA, Lauren Harrington, Diana Kenneally, Joseph Marchese, Brian McAuley, Michael Miller, Kevin Murray, Brandon Schmoyer, Dimitrios Skambas, Amy Vulpio, Erica Wilson, Kaitlin Wilusz Long, ASA, CFA
Brandon Raphael, Matthew Arden, Shane Carroll, Matthew Cole
Stephanie McAlaine, Jen Simons, Bretany Pilko, Barbara Sredenschek TMA Philadelphia/Wilmington Chapter

#middlemarket #mergersandacquisitions #networking #privateequity #Philadelphia
https://lnkd.in/dnAR76q

Filed Under: David Demuth, Events, Featured

Alan Gottlieb and David DeMuth, of First American Title & CFO Consulting Partners, will be moderating the Industrial and Logistics discussion on February 17, 2021.

February 17, 2021 By CFO Consulting Partners

Alan Gottlieb and David DeMuth, of First American Title & CFO Consulting Partners, will be moderating the Industrial and Logistics discussion for the spring quarterly meeting on February 17, 2021. There will be three speakers for this discussion:

Tony Grelli, Founding Partner, Velocity Ventures

Matt Nunn, Principal, Trammell Crow Company

Richard Gorodesky, Senior Managing Director, Colliers International

Filed Under: David Demuth, Events, Featured

CFO Consulting Partners is the founding sponsor of the C-Suite Fintech Advisory Workshop NYC group on MeetUp.com

February 12, 2021 By CFO Consulting Partners

CFO Consulting Partners is the founding sponsor of the C-Suite Fintech Advisory Workshop NYC group on MeetUp.com. Pre-pandemic the group was intended to be an in-person monthly discussion and networking event at our co-working space, The Home of FinTech | Rise, created by Barclays, For now, we’ve been meeting on Zoom the 2nd Thursday of each month at 11:30AM Eastern to discuss FinTech trends, answer questions and network. Membership has grown to 183 people over the last several months.

The next webinar will be held on March 11th. We welcome anyone who is interested in exploring FinTech from the C-Suite perspective. You can join the group by visiting MeetUp.com , creating an account and joining the C-Suite Fintech Advisory Workshop NYC group. Below is a recap of the discussions since our start in August 2020.

Filed Under: Events, News & Events, Newsletters, Rob Milrod

NJTMA Annual Holiday Party

February 4, 2021 By CFO Consulting Partners

We are proud to be a Gold Sponsor of the Turnaround Management Association New Jersey Chapter. On February 2, 2021, Co-Founder & Senior Managing Director David DeMuth from CFO Consulting Partners attended the event on behalf of our firm.

Filed Under: David Demuth, Events, Featured

Rob Milrod Appointed Mentor to Barclays Fintech Accelerator Powered by Techstars

February 4, 2021 By CFO Consulting Partners

NEW YORK, NY, Feb. 4, 2021 — CFO Consulting Partners LLC, the Financial Management Consulting firm, announces the appointment of Rob Milrod as mentor to the Barclays Fintech Accelerator powered by Techstars. Rob will work with an impressive roster of nine startup founders and teams over three months culminating in an April 2021 demo day. Rob will partner with these early stage companies, as he does with our client base, bringing knowledge, experience, and perspective to financial strategy, planning and infrastructure. “I’m honored to be a mentor for the Barclays Fintech Accelerator powered by Techstars and in awe of the founders joining the 1st class of 2021,” said Rob Milrod, Director at CFO Consulting Partners LLC.
https://www.techstars.com/mentors?accelerators=barclays-nyc&accelerators=nyc¤tPage=3

Filed Under: Featured, News & Events, Rob Milrod

Are Your Clients Ready for The Upcoming Audit?

January 13, 2021 By CFO Consulting Partners

Hope you are well, and we wish you a healthy and happy New Year.

Wanted to remind you of our audit readiness service. We can help your clients prepare for your review or audit by providing your clients with a full set of financial statements and supporting workpapers. Click HERE for our one-pager.

By way of a quick overview, we are CFO Consulting Partners, helping small and midsized public and private companies achieve financial success since 2006.

For more information, please email:
ddemuth@cfoconsultingpartners.com,
atepper@cfoconsultingpartners.com,
esegal@cfoconsultingpartners.com .

Filed Under: Featured, Resources

The Experts’ Guide to Cost Reduction & Capital Recovery for your Business

December 8, 2020 By CFO Consulting Partners

The Talk Show Factory News Network

Cordially invites you to attend an online panel presentation:

The Experts’ Guide to Cost Reduction & Capital Recovery for your Business

On Zoom Video

December 15th, 9:30 AM to 10:45 AM

Who should attend: Business owners and the professionals that represent them.

CLICK HERE TO REGISTER:

The Business Experts’ Guide to Cost Reduction & Capital Recovery, December 15, 2020

Business owners must be more careful than ever to preserve capital and protect bottom lines. Please join us for this important event as our experts provide tactics for businesses to reduce costs.

The impact of recent tax law changes that are opening new opportunities to reduce taxes.

Tax credits that are available to generate working capital.

Cost-reduction strategies to reduce overhead substantially.

Methods to reduce rental costs through lease re-negotiations.

Presenters

Allan Tepper, Sr., Managing Director, CFO Consulting Partners

John Johansen, CPA, ABV, CFP, MBA: TaxFirst

Edward Flanagan, CPA / MBA | Senior Principal Consultant, Expense Reduction Analysts

Kim M. DiGiacomo, Senior Advisor, Stryde Savings/Growth Management Group

Filed Under: Allan Tepper, Events, Featured

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