Experience, focus and integrity. CFO Consulting Partners improves shareholder value.
Join the region’s leading deal professionals from ACG Philadelphia and TMA for a night of networking for a great cause!
Enjoy cocktails, hors d’oeuvres, and a Silent Auction to benefit Bringing Hope Home.
ACG & TMA have raised nearly $50,000 to support organizations in need since 2013!
February 27, 2020 | 6:00 – 8:30 pm
The Lounge @ 1735
1735 Market Street, 5th Floor | Philadelphia
Cost: $75
(includes 2 1/2 hours of cocktails and hors d’oeuvres)
The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.
Most professional investors say that they would rather invest in a mediocre company with a great management team than a great company with mediocre management. In this session, we will explore the challenges investors and owners face with their management teams. What ways can owners identify the additional management needs of the company? Is the team that in place capable of taking the organization to the next level?
Our discussion will be led by Terry Gallagher of Battalia Winston and focus on when the shareholders of the business realize that the existing management team of the business is not capable of moving the company to an attractive sale prospect, and an outside executive is needed to be brought in to build the company to the point where it can be sold. Terry’s experience will allow him to discuss different situations where the business owner has faced this situation, and how an executive search firm has helped the business owner.
This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights.
We invite you to join us for this exciting event and for the entire series this year!
To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2019, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!
About Terry:
Terry Gallagher joined Battalia Winston in 1991 and focuses on recruiting CEO’s, Presidents, Division General Managers, CFO’s, CIO’s, Board Directors and all C Suite Executives for Fortune 500 as well as Middle Market Companies and private equity firms as well as Partners, Practice Leaders and Rainmakers for consulting firms. He has consulted for a broad range of industries including: Industrial Products, Insurance/Financial Services, Professional Services, Technology, Business Services, Consumer Goods and Healthcare. He served on the Americas Board for the Association of Executive Search Consulting Firms for seven years and the Advisory Committee for the National Association of Corporate Directors New Jersey Chapter. Recognized by Business Week as one of the World’s Most influential executive search professionals, Terry is a thought leader regarding executive recruitment and retention, organizational effectiveness, management development and succession planning.
Parking Suggestions:
Ann Bank Parking Garage
41 Bank Street, Morristown, NJ
OR
DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ
Please join us in May! You may find registration information here.
For questions regarding the event, please contact me at ddemuth@cfoconsultingpartners.com.
David DeMuth is on the Event Planning Committee for NACD NJ and this meeting is open to all. The Subject of Disruption Risk should be of interest to Board members, CEOs, CFOs, CIOs, General Counsel, etc…
Existing enterprise risk management (ERM) approaches may no longer be sufficient to address risks that are complex, less well-known or highly disruptive to business. And the traditional ERM identification and tracking methodologies may be insufficient to address this new risk environment. You’ll leave this program with practicable tools to help your board-
Speakers include: Maureen Breakiron-Evans, Director of Cognizant Technology Solutions, Ally Financial & Cubic Corporation; Kelly Watson, Global Lead Partner of KPMG; Matthew Espe, Director of WESCO International, Realogy Holdings, Foundation Building Materials, Inc., and Cenveo Corporation and Andrea Bonime-Blance, Founder & CEO of GEC Risk Advisory.
Attendees will receive a copy of The Report of the NACD Blue Ribbon Commission on Adaptive Governance: Board Oversight of Disruptive Risks.
When: April 18th: 5:30 p.m. – 6:00 p.m: Networking, Cocktails, Full Buffet Dinner; 6:00 p.m. – 7:30 p.m:Program & Dessert
Location: The Manor
111 Prospect Avenue
West Orange, NJ 07052
Pricing: Member Price: $75
Non-Member Price: $90
Please join us next week. You may find registration information here.
For questions regarding the event, please contact David DeMuth at ddemuth@cfoconsultingpartners.com.
CFO Consulting Partners is a proud sponsor of ACG Philadelphia’s Breakfast Meeting. The subject for the Breakfast Meeting will be Economic Outlook: Managing & Deploying Capital in Volatile Markets.
James Carville uttered the famous warning to Bill Clinton: “It’s the economy, stupid!” But is it the economy or political machinations that are driving capital flows, Fed policy (including rate hikes and balance sheet reductions), equity market volatility and confidence, both consumer and business?
It’s important, as investors and acquirers, to separate the temporary impacts of political gamesmanship from the underlying real economic trends, as those will largely determine the future direction of the economy. And when it comes to successful investment opportunities, its the future economy that matters.
So, are we headed into a recession or will growth stay solid and interest rates rise?
Join us as we welcome one of our most engaging and highly-rated economists, Joel Naroff, to discuss these issues and others that will impact the flow of capital and investment in the coming year.
When: March 227:15 AM Registration: 8-9 AM Program: 9-10 AM Space Available for Continued Networking
Location: Union League
Meade & Grant Rooms
140 South Broad | Philadelphia, PA
Pricing: $45.00 ACG Members
$125.00 Non-Members
To register please click here.
For questions, please contact mdagit@acg.org or David DeMuth of CFO Consulting Partners at ddemuth@cfoconsultingpartners.com.
This video can be viewed using this link.
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...