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
Category: Featured
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
Newsletter – May 2020
Subchapter V of the Bankruptcy Code and How This Can Help Small Businesses The unprecedented crisis brought on by the coronavirus has hit every facet of the economy. Companies that were operating profitably and with robust growth expectations have been decimated by the impact on the health of employees and customers, of stay at home… Continue reading Newsletter – May 2020
Allan Tepper Speaks on M&A: Update Post Covid 19 with Kathy Boyle of Chapin Hill Advisors
Chapin Hill Advisors’ panel of experts shares insights on what deal flow is taking place, what is stalled and what opportunities are out there. Listen to our experts: M&A attorney, Dennis O’Rourke w/ Moritt Hock & Hamroff LLP; Ron Lehman, MD Bruderman Brothers; Keith Dee, President Osage Advisors & Allan Tepper, co-founder CFO Consulting Partners… Continue reading Allan Tepper Speaks on M&A: Update Post Covid 19 with Kathy Boyle of Chapin Hill Advisors