CFO Consulting Partners

Experience, focus and integrity. CFO Consulting Partners improves shareholder value.

Featured News

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

By

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

17th Annual Global Business Conference (GBC)

By

March 25, 2021 | 8:30am – 12:00pm | Virtual

The World Trade Center of Greater Philadelphia and the Temple University Fox School of Business and its Center for International Business Education and Research proudly present the 17th Annual Global Business Conference (GBC).

We are excited to announce our newly confirmed speaker:

  • Craig Allen, President, US-China Business Council – Panelist

Our half-day, virtual conference will feature experts in global business, delivering up-to-the-minute information and insights on how to navigate global trade today. View our complete all-star lineup below!

WTCGP collaborates with local universities as a way to inform and highlight opportunities that prepare students to excel in a global economy – and prepare the next generation of global business leaders. Students are able to attend this year’s GBC free of charge. Faculty and professors looking to share this discount with students can request the promo code here.

Register

Thank you to our Sponsors!

ACG Philadelphia Virtual Trivia Night

By

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

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

By

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

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

By

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.

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

By

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

Webinar: CFOCP Collaborates with Continuity

By

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 for the financial services industry.

We are a proud sponsor of XPX. XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Learn more...

We are a proud member of FINACA. FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service. Learn more...

Subscribe to our Newsletter

Sign-Up Now

Privacy Policy