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2018 June Career Management: Consulting as a Career
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 Export to Your Calendar 6/5/2018
When: 06/05/2018
5:30-8:00 PM
Where: Stony Brook Office Park, Building #3
130 Turner St
1st Floor, Lower Level-Cafeteria
Waltham, MA 
United States
Contact: Karen Regan
(978) 364-5134


Online registration is available until: 6/5/2018
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ABOUT THIS EVENT

Perhaps you are a long term Controller or CFO and are wondering if other more interesting opportunities that would benefit from your skills and expertise.  Maybe you are “in-between” roles - the search process is crawling along and you need to slow the “burn rate” of your savings with a different type of mental stimulation than the job search is providing to you.  You might even be perfectly content with your current role but find that you would like more flexibility in your schedule and/or your upside financial potential is limited.

 

Many financial executives have pondered these questions during their careers.  Come listen to five of them discuss their experiences and the opportunities and challenges of making a change from CFO to Consultant - and perhaps back again.

 

1.5 CPE Credits will be available by attending this program.

 

Moderator:

Larry Kramer – Since 2012, Larry Kramer has been a Managing Partner of Foundation Management Associates (“FMA”), a growing outsourced accounting/finance vendor since 2005 for small to midsized nonprofits, venture backed startups, venture firms, and small for-profit businesses inside and outside of Massachusetts. Larry brought to FMA over 25 years of experience in various public and private organizations. At FMA, Larry is outsourced CFO across more than a dozen clients in nonprofit, for profit and the venture capital industry.  He has held key senior financial roles in public companies GE and NewsEdge/Thomson, privately owned technology firms, Boston top tier VC firm North Bridge, and Boston money management firm Pioneer Investments in leveraging his accounting, finance, and operations experiences.  His GE Financial Management program experience, along with his Boston University M.B.A., followed his Rutgers University Economics and Finance education.  Larry is an active volunteer and fundraiser with Crohn's & Colitis Boston Take Steps Walks, The Pediatric IBD Foundation and several towns’ schools.  Larry augments his financial acumen as the front man for two local rock and roll cover bands that have fundraised over $1.5 million since 2009 across two dozen charity events.  He is also a past Board member of FEI’s Boston Chapter and, as its Career Management Committee Chair, has helped thousands of professionals that have been in-transition.

 
panelists

Joe Impellizeri – Since 2011, Joe has been Principal at Richwood Associates LLC.  Richwood specializes in providing CFO, business /operating management, strategy, and contract negotiation services to emerging technology and private family run businesses.   As Principal, Joe serves as a Senior Financial Executive or Chief Financial Officer for clients in high technology, enterprise software, software-as-a-service (SaaS), pharmaceuticals, media services, and manufacturing.  He is experienced helping diverse venture capital and angel funded emerging businesses.  He delivers global financial leadership to early stage start-ups and to operating business units of larger companies.

Joe serves as a trusted business advisor providing a range of services beyond traditional financial responsibilities.  Areas of emphasis have been on helping drive consistent revenue and profit growth, providing key partnership in business strategy, business management and operations support, software contracts/licensing support, performing key customer or vendor negotiations, and of course, fundraising, financial planning, analysis, and core controllership.  Joe is a Boston University grad and Columbia University M.B.A., and began his career with sixteen years at Digital Equipment Corp before various software CFO roles and the consulting business.

 

Janice O’Reilly – Janice is a Partner in the Consulting Division of AAFCPAs and leader of the Managed Accounting Solutions (MAS) practice, which provides “right-size” outsourced accounting solutions, from cloud-based bookkeeping to CFO deliverables, designed to optimize the effectiveness of the modern finance function.  Janice came to AAFCPAs with over 30 years of proven experience as a successful finance and business professional.  Her roles as an angel investor, board member, consultant, CFO, controller, president, public company CFO, and Treasurer make her highly sought-after for corporate financial and operational advice in diverse industries, such as: software, technology, digital media, and professional services.  Janice started her career in public accounting, as an audit manager at Deloitte, and transitioned to private accounting. She has thrived providing strategic and financial consulting services to privately-held and public companies in diverse industries, including: software, technical services, digital media, and professional services. Over the course of her career, she held the roles of CFO, President, COO, Partner and was formerly CFO and Treasurer of TechTarget, Inc.  Janice is a Bentley grad and CPA.

 

Chris Thomajan – Since 2007, Chris has been the Managing Partner of TechCXO, a professional services firm that provides experienced, C-Suite professionals to deliver strategic and functional consulting services for technology companies.  In his role as Managing Partner of TechCXO, Chris has worked with numerous emerging growth companies including: Mascoma Corp, Adheron Therapeutics, Ektron, Mashable, Relay Therapeutics and Lycera Corp. He has extensive experience in fundraising, has been involved in numerous M&A transactions and has managed the operations of several start-up companies during rapid growth.  Chris’s prior experience was in a variety of industries, including investment banking, software, Internet services, telecomm, and biotechnology. He was the CFO and a Founding Partner of America’s Growth Capital, a boutique investment bank focused on emerging growth technology companies. He was the founding CFO and VP Operations for Asurion Corporation which has grown to over $6 billion in revenues. He was also the founding CFO for a pioneering Internet company, Delphi Internet Services, which was acquired by News Corporation in 1993. Chris received a B.A. from Dartmouth College and an M.B.A. from Columbia University.

 

Randy Walther Randy is a partner with B2BCFO.  Specializing in assisting companies navigate transition, and in turning around under-performing organizations, Randy is an accomplished Senior Financial Executive with extensive experience in corporate, start-up, turnaround, and non-profit financial management.  Randy's 30+ years of financial experience involves roles of increasing responsibility and complexity across multiple industries covering: media & communications, non-profit, educational products, and professional services.   Areas of expertise include:   Developing and Implementing Financial and Business Planning Models which set direction for the business and monitor progress;  Improving Cash Flow Management to identify future negative cash flow periods and the underlying causes. Collaborates with executive leadership to identify additional sources of cash to ensure liquidity and viability of ongoing operations; Stabilizing Financial Reporting by streamlining monthly closing process to deliver reliable financial information to management on a timely basis.   Randy is a University of Denver MBA and University of North Dakota graduate and a CPA. 

 

 

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