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2019 March Professional Development - Changing Role of the Modern CFO
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2019 March Professional Development - Changing Role of the Modern CFO

3/15/2019
When: 3/15/19
7:00AM - 9:00AM
Where: Babson College
231 Forrest Street
Malloy 202
Babson Park, MA  02457
United States
Contact: Makenzie Howard
978-674-6204


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Business today is moving at an ever-increasing speed, and keeping pace in this complex setting is ever-more important for a modern CFO.  Join FEI and a panel of leaders and innovators for discussion and insights on the evolving role of a modern CFO.  Explore the changing duties of a CFO from traditional functions of controllership and accounting support, to expanding responsibilities for corporate strategy and business innovation in pursuit of value creation.  Identify skills which great CFOs must possess in today’s dynamic business environment to address increased competition, business disruption, and market shifts, and to take advantage of the best growth opportunities and vibrant capital markets.

 
Speaker

 

Greg Batsevitsky, People’s United Bank, Senior Vice President, Team Leader Corporate Banking

Greg joined People’s United Bank in 2012 and is currently responsible for managing a team of corporate bankers focused on serving the needs of Business Banking (annual revenues $1MM- $20MM) and Middle Market (annual revenue $20MM-$2B) clients, and for developing and executing a strategic plan to expand People’s United Bank’s corporate banking clients in the Greater Boston market.  In his more than 25 years of commercial banking experience with People’s United Bank, Sovereign/Santander and Fleet Bank, Greg has advised middle market, asset based, and private equity clients on complex financing solutions and optimal capital structures for working capital, growth capital and mergers and acquisitions.  Greg’s industry expertise includes manufacturing and distribution, food and beverage, gas stations and heating fuel, logistics, and professional services.  Greg holds a Bachelor of Science degree in Finance from Syracuse University and a Masters of Business Administration from Northeastern University. Greg is active in his community as a volunteer in the Needham Medical Reserve Core.  He is currently the Treasurer and a Board Member of Mount Pleasant Home and has served on boards of advisors of North Atlantic Capital and SPP Capital Partners.

 

 

 

 

Brian Duffy, Eigen Capital, Partner

Brian is a partner at Eigen Capital with an extensive background in corporate acquisitions, banking and finance.  Prior to the formation of Eigen, Brian founded B. Gordon Financial Consulting LLC (BGFC), a successful M&A advisory firm providing services to private equity and high net worth clientele.  Over a 4-year period beginning in June of 2006, BFCG completed numerous buy-side, sell-side and capital raise transactions for its clients.  Before starting BGFC, Brian was the Senior Vice President of Corporate Finance with Platinum Equity.  His primary responsibilities were M&A transactions, strategic initiatives for portfolio operations and institutional fund raising. During his 5 years with Platinum, Brian raised more than 25 separate credit lines with aggregate commitments in excess of $2 billion, helping to grow portfolio revenue from just over $1 billion to over $8 billion.  Prior to working for Platinum, Brian was a Senior Vice President at Foothill Capital, now Wells Fargo Foothill.  Brian graduated with honors from Providence College.

 

 

 

 

 

Ken Jamison, People’s United Bank, Managing Director, Capital Markets

Mr. Jamison joined People's United Bank in March 2017 as a Managing Director, Capital Markets.  His primary responsibilities include running a Loan Syndications team and coordinating the bank’s investment banking partnership.   Since 2017, the Loan Syndications team has executed 26 transactions and raised in excess of $1.6 billion of Capital, and People's United Bank has completed 8 investment banking transactions through its partnership.  Prior to joining People's United Bank, Mr. Jamison was Managing Director, Capital Markets at First Niagara Bank where he led a Loan Syndications team and managed a $700 million leveraged loan portfolio.  In his career with First Niagara Bank, Mr. Jamison’s Loan Syndication team executed 80 transactions and raised over $4 billion of Capital, and his leveraged loan portfolio team invested over $1.5 billion of capital in connection with over 100 transactions.   In addition to his banking career, he spent four years developing alternative energy projects in the coal industry, and he has held several other finance and accounting positions in both the energy and retail industries.  Mr. Jamison received his undergraduate degree from Miami University and his M.B.A. from University of Pittsburgh.

 

 

Thomas J. Kane, Chief Financial Officer, CCS Companies

Since the fall of 2018 Tom has been the Chief Financial Officer of CCS Companies, a Business Process Outsourcing (BPO) firm providing revenue cycle management for healthcare providers, multi-channel Customer Contact Solutions and Credit Collection Services for Healthcare and Insurance industries.  Prior to that Tom had been the Chief Financial Officer of Boston Interiors since 2001.  He provided overall direction for accounting/finance, cash management, bank relations, risk management, audit, HR and IT.  In addition, Tom provided executive oversight of sales and logistics/distribution.  He played a key role as the historically family owned company transitioned to private equity ownership. Tom began his career at in 1985 with an international executive relocation firm that specialized in providing various services to relocating employees of many Fortune 1000 Companies. He helped create an equity funding and mortgage banking subsidiary and participated in acquisition of several international and domestic companies that strategically enhanced the service platform for relocation clients.  Tom received his undergraduate degree from Stonehill College and his Masters in Finance from Bryant University. Tom is married with 2 daughters and likes to travel, cycle, golf, ski, hike, and volunteer for the ALS (Lou Gehrig’s disease) Society and

National MS (Multiple Sclerosis) Society.

 

 

 

 

 

 

Frank Seymour, Assurance Services Partner, Marcum LLP

Frank Seymour is an Assurance Services Partner in the Boston office of Marcum LLP. He has more than 28 years of audit and consulting experience working with privately held companies, venture-backed enterprises, private equity firms and family offices. His industry experience focuses on manufacturing, retail, wholesale, distribution, direct marketing, telecom and real estate.  In addition, Frank consults with his clients on business and tax issues including transaction and due diligence matters, deal structure and tax planning considerations, financial modeling, and projections and bank relations. Mr. Seymour's clients appreciate his skills in balancing their needs with financial and tax reporting requirements. Prior to joining Marcum, Frank spent 18 years with a large regional firm based in Cambridge, which was subsequently acquired by a national firm in 2008. Mr. Seymour received his bachelor and master’s degrees from Suffolk University.  He is a member of the American Institute of Certified Public Accountants (AICPA) and Massachusetts Society of Certified Professional Accountants and has held Member Advisory Group position at The Ridge Club and a General Council Member at Thayer Academy.

 
 

 

 
 
 
AGENDA

7:00am: Networking Welcome

7:30am - 9:00am: Presentation

 
CREDIT INFORMATION

This meeting qualifies for 1.5 CPE credits.

 

Learning Objectives: TBD

 

Field of study: TBD

 

Prerequisites: There are no prerequisites for this meeting.

 

Advance preparation: There is no advance preparation require for this meeting.

 

Type of delivery method: Group-Live

 

Financial Executives International (FEI) 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept web-based self-study credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134.

 

 

 
CONSENT CLAUSE

Registration and attendance at, or participation in, FEI Boston meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions, and audiotapes of such events and activities by FEI Boston and other third parties, including but not limited the venue, the host city, and the host CVB. Your registration may include technology that monitors your activities throughout the meeting, such as session attendance and booths visited.

 

 

CANCELLATION POLICY

In order to receive a refund, all cancellations must be made in writing to karenr@feiboston.org 5:00 p.m. Friday, March 8, 2019. We will not refund any cancellations made after the 8th.

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