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EVENT DETAILS |
Path to Capitalhosted byThe NYC CFO Leadership CouncilThursday, September 20, 20188:00 AM to 8:30 AMNetworking| 8:30 AM to 10:00 AMProgram
Whether you're a private start-up or a mature public company, you need capital to operate. However, not all companies generate sustainable cash flow to fund corporate needs, from payables to M&A. As a CFO, you need to own your company's financing strategy for every funding environment.
Join our panel of experts on Thursday, September 20th as we discuss the Path to Capital. The panel will show you what financing vehicles are available, where to look, what connections you need, the process to expect, & the potential cost & benefits involved in securing capital for your next great growth initiative.
Learning Objectives
Understand the key elements of distinct vehicles for raising capital
Gain perspective of important considerations before choosing the vehicle that meets your company's strategic objectives
Explore the pros & cons of each distinct vehicle, including connections, expectations, process & more
Speakers
Clickhereto learn more about CFO Leadership Council.
Registration
To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event for free.
Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance & Controllers (or the like) are welcome to attend this program for $75.
Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.
More Information
For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Marketing Director, NYC Chapter at debbie@cfolc.com.
Cancellation Policy
If you would like to cancel your ticket or request a refund, please email debbie@cfolc.com. Refunds are available up to 24 hours prior to the program.
CPE Information
Program level: Advanced
Field of Study: Finance (NASBA) Advisory Services (NY State)
Recommended CPE: 1.8 CPE
Program Prerequisites: None
Advanced Preparation: None
Delivery Method: Live/Group
The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:www.nasba.org
About Our Speakers
Patrick Barry, COO & CFO, Octave Group
Patrick Barry is COO & CFO of Octave Group. Prior to the launch of Octave Group, Mr. Barry served TouchTunes as COO & CFO for 7 years. With more than 25 year of experience with leading companies in the digital media, online retail, publishing & restaurant industries, Mr. Barry was a founding member of Bluefly.com, former CFO & COO of Audible & CFO of Warner Music Enterprises.
Mr. Barry is a graduate of the University of Pennsylvania's Wharton School & received his MBA from Columbia University's Graduate School of Business with a concentration in finance.
DemetriosDounis, Partner, The Compass Group
As one of the key members of the Acquisitions Team, Mr. Dounis works on all facets of the deal process including building relationships with investment banks & intermediaries, evaluating new potential subsidiary companies, & when appropriate, negotiating directly with sellers & their advisors. Mr. Dounis is very involved in building strong working relationships with the management team partners of current Compass Diversified Holdings subsidiary companies & enjoys helping them grow their respective businesses.
Mr. Dounis joined The Compass Group in 2007. Prior to that, he was with UBS & Deloitte & Touche. He currently serves as a director for Arnold Magnetic Technologies, Crosman & Clean Earth. Mr. Dounis is also a Certified Public Accountant & a CFA Charterholder. He is a graduate of Rutgers University & the University of Chicago Graduate School of Business.
Philip P. Ianniello,Managing Director, Regional Investment Banking - Northeast, Bank of America Merrill Lynch
Philip P. Ianniello is a Managing Director in Bank of America Merrill Lynch's Regional Investment Banking Group, covering the Northeast Region, based in Boston.
Phil joined Bank of America Merrill Lynch in May 2017 after 15 years with Needham & Company, a growth-focused investment bank, where he was co-head of Investment Banking prior to his departure. Phil started his career in the TMT investment banking group of Bear, Stearns & Co., working in the firm's New York office. During his career, Phil has executed over 150 financing & M&A transactions, primarily for middle market clients.
Phil received his BSBA in Finance with honors from Georgetown University. He lives in Newton, MA with his wife & three children. Phil is active with YearUp Boston & The Jimmy Fund program of the Dana-Farber Cancer Institute.
Jessica Lin, Co-Founder & Partner, Work-Bench
Jessica is a Co-Founder & Partner at Work-Bench, focusing on investments in future of work & teams. Jessica previously was a Learning & Development Manager at Cisco Systems, where she worked with the Engineering organization on Agile transformation, innovation & culture. Jessica is a graduate of Harvard University & developed Harvard's first aspirational design & experiential education summer fellowship program in Cape Town, South Africa & Paris, France.
Jessica is passionate about growing & supporting the women in enterprise tech community, launching our Navigate Women in Enterprise Tech Summitand our Founders of Enterprise Startups (Who Are Women) Database.Jessica is actively involved with the education & workforce development community in New York City, as an advisor to LaGuardia Community College & a longtime GED educator.Jessica has spoken at conferences & events for Dreamforce, SAP,Gainsight,Columbia University, Kauffman Fellows, & has been featured in Forbes, The Wall Street Journal, & more.Jessica received a BA from Harvard University in Government & African Studies.
Jeff Pedersen, Operating Partner, Stripes Group
Jeff focuses on supporting & adding value to our portfolio companies in several ways including: building finance leadership & teams, improving operational results & strategy, establishing supply chain operations, putting in place proper systems & controls, assisting with key lender efforts, & setting up & ensuring quality of financial reporting & administration. Jeff also plays a key role in our evaluation of new investment opportunities.
Prior to joining Stripes, Jeff was Chief Financial Officer of Handy, a leading NYC-based company that provides an online marketplace for household services. During his time at Handy, the business experienced rapid growth & scale with Jeff leading a capital raise of more than $65 million from top-tier investors. Prior to Handy, Jeff spent six years at Amazon, nine years at Dell & seven years at IBM in a variety of senior operating & finance roles that included Worldwide Supply Chain, Operational Effectiveness, Financial Planning & Analysis, Controllership & much more. In his most recent role at Amazon, Jeff was the Head of Hardlines Finance, an area that he grew from $11 billion in annual sales to $40 billion in three years. In addition, Jeff steered Amazon's savings project to improve annual free cash flow by more than $1 billion, which helped drive the company to profitability.
Jeff currently lives in Westchester County with his wife, three children, & rescue black lab Chloe. He enjoys traveling, live music, spending time with his family, being on or near water, & watching sports (baseball, football, & hockey). Jeff was born & raised in Iowa, where his Dad passed on his love for the game & the New York Yankees. He still has a soft spot in his heart for the Seattle Seahawks & has no plans to give up his season tickets anytime soon. And yes, they should have ran the ball.
Jeff earned a B.B.A. from Iowa State & an M.S. in Management, from Purdue University.
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