Investor-Ready: Organizing Firms to Attract and Optimize Investment Capital


November 14, 2012


7:30AM EST


Congressional Country Club
8500 River Road
Bethesda, MD 20817

CPE Credits: 0

Hosted by The CFO Alliance

Cost: Free for Executive Members
$34.50 for Plus Members
$69.00 for Basic Members
Promotional Code is available for First-Time Attendees.
Request Promo Code.

Registration for this event is closed.

Whether a business is seeking to secure capital from private investors or to tap the public markets, taking on investment capital requires organizational structures and approaches that render a comprehensive and detailed view of the business.

To be ready for such scrutiny, business leaders must first get their “houses in order” by making certain that the firm’s auditors are being correctly managed, the firm’s board is properly engaged, and the executive team is intact. Nevertheless, many firms seldom leave enough time to accomplish all of what needs to get done to attract and accommodate investors.

Professor Mikhail Pevzner of GMU’s School of Management has agreed to facilitate a discussion that exposes an “investor-ready” multiyear timeline dotted with organizational “to-dos” that must be completed by a firm prior to engaging and accommodating outside investors.

Learning Examples:
• Structuring boards to accommodate the investor’s view
• Lending partners and disclosure: What banks require
• How to better manage auditors

It is our intent and hope for 2012 that together, through collaboration and peer-to-peer exchange, we can continue to move our respective business and economic climates forward on a sustainable path of profitable growth. By creating a more efficient and effective community platform where finance leaders can gather and share, we will continue to help the finance leaders of today and tomorrow steer us in the right direction.

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Event Attendees

  • Stanley Berman, Chief Financial Officer at Lutheran Services in America, Incorporated,
  • Gale Sommers, President and Chief Executive Officer at Professional Warranty Service Corporation,
  • Randall Fulk, Chief Financial Officer at Acumen Solutions, Inc,
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