XPX Tri-State Summit March 16: ‘Soft Landing’ Amid Turmoil in 2023

CFO Consulting Partners is a co-sponsor of the Exit Planning Exchange Tri-State Summit on March 16, and we invite you to spend a day with your colleagues. Here’s what you can expect: • Entrepreneur Magazine Editor Jason Feifer will present “Navigating the Soft Landing,” so we all learn how to prosper this year despite the… Continue reading XPX Tri-State Summit March 16: ‘Soft Landing’ Amid Turmoil in 2023

Allan Tepper Presents ‘M&A Deal Killers’ Jan. 26

M&A deals fail at least 70% of the time. Poor integration—from people to processes—kill value. Our clients work with us to improve their odds for success. Are you conducting due diligence? Are your assets compatible? CFO Consulting Partners’ Allan Tepper, CPA/MBA, will discuss key pitfalls to avoid for any merger transaction during his “M&A Deal… Continue reading Allan Tepper Presents ‘M&A Deal Killers’ Jan. 26

AM&AA Hosts 2023 Economic Outlook on Jan. 19

Finance challenges and macrotrends put a damper on last year. But does history have to repeat itself—at least so soon? Granted, the new year begins with a lot of baggage. The Consumer Price Index shot up 9.1%, the largest 12-month increase since 1981. To counter inflation, the Federal Reserve has made capital more costly, hiking… Continue reading AM&AA Hosts 2023 Economic Outlook on Jan. 19

C-Suite Fintech Advisory Workshop NYC Rebranded ! Fintech Workshop Advisory (Fin-WAVE) – Catch it !

Join the group and prepare to attend on the 3rd Thursday monthly, next date Thursday, October 21st, 2:30PM Please plan to join Fin-WAVE: Fintech Workshop Advisory for our regular 3rd Thursday Monthly Roundtable – Fintech Challenges & Opportunities. This month on Thursday, October 21, 2021 at 2:30 Eastern, Richard Fay, Principal in Wolf & Company’s Assurance… Continue reading C-Suite Fintech Advisory Workshop NYC Rebranded ! Fintech Workshop Advisory (Fin-WAVE) – Catch it !

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

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

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