View the full recording by clicking HERE.
Thank you to our Sponsors!
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
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. 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.
Hope you are well, and we wish you a healthy and happy New Year.
Wanted to remind you of our audit readiness service. We can help your clients prepare for your review or audit by providing your clients with a full set of financial statements and supporting workpapers. Click HERE for our one-pager.
By way of a quick overview, we are CFO Consulting Partners, helping small and midsized public and private companies achieve financial success since 2006.
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:
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.
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
Click HERE for a download of the Financial Services and Insurance Group Overview PowerPoint or view the presentation below: