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2017 December PD - CFO Best Practices: Critical Issues and the Trusted Advisor
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When: 12/13/2017
3:30pm - 5:00pm
Where: Brae Burn Country Club
326 Fuller Street
West Newton, MA  02465
United States
Contact: Karen Regan
(978) 364-5134

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CFO Best Practices: Critical Issues and the Trusted Advisor

This session will look beyond the technical and managerial prerequisites of being a CFO and focus on the skills, actions and tactics that allow CFO’s to become a trusted strategic advisor to CEO’s, management team members and boards of directors.  Today’s CFO’s are being tasked with ever greater responsibilities beyond finance and accounting, including strategy, risk management, M&A and corporate stewardship.



John T. Finning, CPA, CGMA, Partner AAFCPAs


Jack has been serving AAF clients since 1981. Jack provides assurance, tax and business consulting services to a variety of closely-held businesses, as well as sophisticated, nonprofit organizations. He advises clients in the specialty areas of revenue recognition, executive compensation plans, and government contract compliance. Jack specializes in business transaction advisory services for both buyers and sellers of private companies. This includes due diligence, tax structuring and post-transaction integration. Jack oversees many of AAF’s employee benefit plan audits. Jack serves commercial clients in a broad range of industries, including: manufacturing, distribution, high tech & software, green tech & clean tech, life sciences, construction, physicians & private practice, and educational institutions. His nonprofit clients include: multiservice, human & social services organizations, community health centers, associations, and foundations.





John Bresnahan, Vice President of Permanent Placement Services, Robert Half Finance & Accounting. 


John has more than 20 years with the Robert Half, servicing the Eastern Massachusetts and Greater Boston markets for all levels of accounting and finance talent. He has extensive experience assisting both the individual finance professional to better employment opportunities and helping clients meet business needs. His clients range from start-ups to Fortune 500 companies looking for positions that range from staff accountants to CFOs. Robert Half is the world’s first and largest specialized staffing firm with more than 300 locations worldwide. The company specializes in placing finance, accounting, IT, legal, creative, and administrative professionals in both permanent and temporary roles.





Larry Stybel, Co-Founder of Stybel Peabody Associates, Inc.
Stybel Peabody Associates is retained by companies seeking “Growth Without Destroying Greatness” through three leadership programs: (1) retained search for Board members, CEOs, and CFOs.  (2) leadership succession plus 1:1 coaching of high potential leaders and (3) showing surviving employees corporate values in action through the way the company helps departing leaders create new chapters in professional lives.His firm has had a “Special Relationship” with FEIBoston and with FEI National for years.  He co-led the FEI’s Public Company CFO Roundtable with Kevin Rhodes.  Larry is a member of the Career Committee at FEI and has given talks at FEI Boston, FEI National Convention, FEI Houston, FEI Columbus, and FEI Southern Florida. Larry is both a licensed doctoral level psychologist and a co-founder of two companies.  When the discussion turns emotional, he sees the business implications.  When the discussion turns to business, he sees the unstated emotional issues.Larry and partner Maryanne Peabody are co-authors of NAVIGATING THE WATERFALL, a book about leadership and career management in the 21st Century.  It is ranked by as 13th percentile among the 1.8 million books it sells. Larry and Maryanne write monthly perspectives about leadership for PSYCHOLOGY TODAY.  To date there have been 245,000 downloads.  His works have been published by HARVARD BUSINESS REVIEW, MIT SLOAN MANAGEMENT REVIEW, and CALIFORNIA MANAGEMENT REVIEW. In 2017, Larry was given the Albert Nelson Marquis Lifetime Achievement Award for his lasting contributions to leadership.  He is listed in MARQUIS WHO’S WHO IN BUSINESS & FINANCE and MARQUIS WHO’S WHO IN AMERICA.  Larry received his doctorate from Harvard University.  He is Adjunct Lecturer in Leadership at Northeastern University.

3:00 - 3:30pm  Registration and Network

3:30 - 5:00pm  Speaker Panel


Our Executive Event is immediately following this event, for more information and to register for that event, please click here



This meeting qualifies for 1.5 CPE credits.


Learning Objectives

Attendees will leave with knowledge of:

The skills, actions and tactics that allow CFO’s to become a trusted strategic advisor to CEO’s, management team members and boards of directors.

Juggling strategy, risk management, M&A, and corporate stewardship on top of historically typical tasks.

Adapting your role to the needs of your company and industry.


Field of study: Personal Development


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:


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.




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.





In order to receive a refund, all cancellations must be made in writing to prior to 5:00 p.m. Friday, December 8, 2017. We will not refund any cancellations made after the 8th.

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