CFO Consulting Partners

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

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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)

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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!

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

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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.

Rob Milrod Appointed Mentor to Barclays Fintech Accelerator Powered by Techstars

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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.

CFO Consulting Partners Director Rob Milrod on the netguru Blog

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Director Rob Milrod contributed to the netguru blog: “25+ Positive Effects of the COVID-19 Lockdown. Here’s What Fintech Executives and Experts Shared With Us.”

“Post-COVID, bankers can no longer point to adoption curves for color television, personal computers, and other innovations to make excuses for low digital and paperless adoption in their client base. Online self-servicing is taking care of itself, fueled by COVID-19 and its resulting long call wait times.”

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

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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 perspective. Steve Economou provided an investment banking perspective to the discussion.

Webinar: CFOCP Collaborates with Continuity

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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...

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