June 4, 2013Time
6 East 44th Street
New York, NY 10017
CPE Credits: 0
Hosted by The CFO AllianceCost: Free for Executive Members
Registration for this event is closed.
The CFO Alliance - NYC board of advisors and partners invite you to join them at our next interactive breakfast roundtable discussion: The Essential CFO- Leading and Executing Growth Strategies.
Delivering company growth in the midst of economic headwinds has been a common focal point of conversations at CFO Alliance roundtables in 2013. Given the current state of capital markets, M&A may appear to be the more attractive growth channel for most companies. If only it were that easy. The obstacles in identifying and successfully integrating the right companies to achieve growth objectives can’t be overlooked despite the lure of what many companies view as cheap money.
Join us for an interactive discussion focused on how CFOs are embracing the challenges in taking on roles ranging from Chief Revenue Officer to Chief Innovation Officer to drive company growth from top to bottom. Discover and share your experiences with fellow CFOs regarding how to ensure that critical initiatives are adequately resourced, clearly aligned to deliver financial results, and that a disciplined approach exists for measuring results throughout the organization.
Participants will understand the steps needed to undertake in order to increase both value creation and value preservation. If you influence growth at all in your organization, this will be a very worthwhile session to attend. Your take away will be a "Value Creation Score Card" that you can use to identify and execute any growth plan.
Attendance is restricted to Senior Finance Leaders only. All attendees will receive 2 CPE credits.
1. Evaluate how a lack of diversification can lower your enterprise value
2. Understand the options available to your company to fund growth activities in today's markets
3. Create a Roadmap using a Value Creation Score Card
4. Receive an update on Middle Market M&A market conditions
Field of study: Finance
Delivery method: Group Live
William Filip is a Founder and Managing Director of Delancey Street Partners. Mr. Filip leads Delancey Street’s efforts in Business, Technology and Healthcare Services and Merchant Banking.
Mr. Filip is a senior investment banking professional and private equity investor with deep experience in venture capital, growth equity/buyout investments, public equity and mergers & acquisitions advisory. He has a leading reputation in the business and technology services sector with very strong experience in human capital technology, professional services and staffing, business process outsourcing, financial services and technology, consumer/business internet, Saas technology and healthcare services. Prior to Delancey Street Partners, Mr. Filip was a founder and one of the original partners of Baird Venture Partners where he directed the firm’s Business Services sector and shared additional senior-level responsibilities including all aspects of fund formation, team recruitment, internal processes, investment strategy and execution and portfolio oversight. Prior to helping form BVP, Mr. Filip was an investment banker for Robert W. Baird & Co., assisting clients in completing corporate finance transactions including raising public and private equity and completing various M&A transactions.
Some of Mr. Filip’s investing and Board of Directors experience includes: HireRight (Nasdaq: HIRE), Pinstripe, PayChoice, ClickFuel, TomoTherapy, High Street Partners, InsideTrack, ALI Solutions, SmartTime Software, Everdream and GlobalPay, among others. Mr. Filip is a past board representative to the Wisconsin Technology Council.
M.B.A., The Wharton School, University of Pennsylvania
B.B.S., University of Wisconsin
Click to download the presentation used in today's Discussion. Access the slides on M&A markets, Value Creation Score Card and the case study example used.
Please download the CPE Certificate for this Discussion. You may enter your name on the participate line and keep for your records. The CFO Alliance retains records of those that sign the attendance sheet. This was for the CFO Alliance Roundtable discussion on June 4, 2013 led by Bill Fillip.