Join your peer female finance executives as Mila Tartakovsky, Head of DSI Finance and Global Oncology Finance, Daiichi Sankyo, leads a pertinent discussion, entitled “Sustaining High-Performance: Balancing a Global Career, Leadership, Family & Life”. Reserve your no-cost seat now to join us at 11:30 AM, Friday,April 25, 2025, at Ristorante da Benito, Union, NJ. Presented by CFO Intelligence and Real Estate Strategies Corporation.

Prerequisites:
Basic knowledge of finance, operations & technology in general business and industry.

Course registration:
To register to attend this course, visit www.CFOintell.com/events

Refund policy for courses sold for a fee or cancellation policy:
No Fee

Complaint resolution policy:
For information regarding complaint and program cancellation policies, please contact our offices at 201 906 8964 or email our CEO, Andrew Zezas, at Andrew.Zezas@CFOintell.com

Official NASBA sponsor statement explaining final authority of acceptance of CPE credits:
CFO Intelligence, LLC 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.nasbaregistry.org.

Join CFO, Andy Drechsler, as he provides real-time insights on funding, intelligent growth, and well-planned exit strategies, and how as CFO, he spearheaded initiatives at one company that contributed to its sale for $2.9 billion.

Prerequisites:
Basic knowledge of finance, operations & technology in general business and industry.

Recommended field of study:
Course participants include those with beginner, intermediate, or specialized knowledge in Finance

Field of Study:
Finance

Learning Objectives:
Hear creative approaches to securing funding, corporate growth, and exit strategies

Key Takeaways:
Alternatives to traditional funding, key growth strategies, exit timing and opportunity

Course Registration:
To register to attend this course, visit www.CFOintell.com/events

Refund policy for courses sold for a fee or cancellation policy: 
No Fee

Complaint resolution policy:
For information regarding complaint and program cancellation policies, please contact our offices at 201 906 8964 or email our CEO, Andrew Zezas, at Andrew.Zezas@CFOintell.com)

Official NASBA sponsor statement explaining final authority of acceptance of CPE credits:
CFO Intelligence, LLC 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.nasbaregistry.org.

Join enterprise CFOs for an exclusive NEXT AI evolution discussion with Matt Konwiser, IBM, May 21, 5:30 PM, The Highlawn, West Orange, NJ. For CFOs of $1B+ companies. Host: CFO Intelligence & Real Estate Strategies Corp., presented by EisnerAmper. Limited seating

Ryan Severino is the Managing Director, Chief Economist, and Head of U.S. Research at BentallGreenOak (BGO), bringing 25 years of expertise in economics, real estate, and investment research. Before joining BGO, Severino was Chief Economist at JLL and held leadership roles at Reis, MetLife Real Estate, and Starwood Capital Group.

A CFA Charterholder, Severino holds a master’s degree from Columbia University and a bachelor’s degree from Georgetown University. He is an adjunct professor at Columbia University and NYU, teaching courses in economics and portfolio management. His research has been featured in journals like the Wharton Real Estate Review and prominent outlets such as The Economist, The Wall Street Journal, and Bloomberg.

BentallGreenOak is a global real estate investment management firm with $83 billion in assets under management (as of December 2022), serving over 750 institutional clients. With offices in 28 cities across 14 countries, BGO specializes in managing office, industrial, multi-residential, retail, and hospitality properties worldwide.

Prerequisites:
• Advanced knowledge level course
• Attendees must have served in a senior finance role such as CFO, VP Finance, or a
similar role in a public or privately-held company for at least five years prior to attending
the course
• Familiarity with economic models shifts and corporate financial strategies
• Experience in financial forecasting and risk management
• General business and accounting knowledge
• Advanced preparation may be necessary for some individuals

Field of Study:
• Accounting – General

Learning Objectives:

• Understand key economic shifts and their implications for corporate financial strategies
• Discover best practices for financial forecasting and risk management in the post-election environment
• Explore strategies for aligning capital investments with evolving market conditions

Key Takeaways:

• Effective approaches to financial planning amid political and economic changes
• Insights into optimizing decision-making processes for growth and stability
• Economic forecast and mechanics of various economic effecting factors

Hear corporate real estate expert and industry veteran, Andrew Zezas, Strategist & CEO of Real Estate Strategies Corporation share real time intelligence and insights into how well-run companies are capitalizing on current economic, regulatory, and real estate market conditions to drive down occupancy and operating costs and reduce risk.

Learning objectives

 Hear how companies are:

• Renegotiating real estate leases well in advance of their expiration dates to reduce cost and secure enhanced terms
• Re-deploying existing and to-be-acquired real estate in advance of buy-side M&A transactions
• Proactively assessing existing real estate in advance of engaging in sell-side M&A transactions
• Real estate as a strategic weapon in corporate turnarounds

Key Take-Aways

• Key approaches to renegotiating real estate leases
• Strategies to balance real estate in buy-side M&A
• Implications of real estate on strategic vs financial buyers in sell-side M&A
• Opportunities to utilizes real estate in completing corporate turnarounds

CPE Credits: qualified CPAs will receive two continuing professional education credits. Real Estate Strategies Corporation is authorized by NASBA to issue CPE credits

Discussion Leader: Ms. Tani Fukui, Ph.D., Macroeconomist, Director MetLife Investment Management, will lead a timely and dynamic discussion among an small group of Enterprise Company CFOs on the effects of the 2024 Presidential election on the national and global economies. Tuesday, Dec 3, 2024, 5:30 PM, (VENUE TO BE ANNOUNCED). Exclusively for CFOs at Enterprise companies…those with annual revenue greater than $1 Billion. Presented by EisnerAmper, Hosted by CFO Intelligence and Real Estate Strategies Corporation.

Learning Objectives:

• Understand key economic shifts and their implications for corporate financial strategies.
• Discover best practices for financial forecasting and risk management in the post-election environment.
• Explore strategies for aligning capital investments with evolving market conditions.

Key Takeaways:

• Effective approaches to financial planning amid political and economic changes.
• Insights into optimizing decision-making processes for growth and stability.

Imposter Syndrome refers to a psychological phenomenon where individuals doubt their accomplishments and have a persistent fear of being exposed as frauds. It affects high-achieving individuals and can manifest as self-doubt, fear of failure, and a persistent belief that one’s success is undeserved. More than half the population suffers from this at one time or another. Join Laura Crothers, Founder & CEO of Crothers Consulting, as she leads a focused discussion on the about common signs, how to overcome imposter syndrome, and embrace excellence. 

Advancing to the CEO role is a natural evolution for some CFOs. The two roles are absolutely connected but, require quite different expertise and focus, and often an entirely new approach.  Hear GoTo CEO (former CFO), Rich Veldran, share his insights on the challenges and exciting opportunities to drive growth when CFOs become CEOs.

Join your enterprise company CFOI peers in meeting Paul Ruh, CFO of Kenvue at the CFO Dinner Reception.

Organizations in every sector face a myriad of unprecedented challenges. Talent and organizational culture have emerged as critical components of human capital risk. Increasingly C-Suite executives and Boards recognize that effectively implementing hybrid work (beyond location-based discussions) is an issue that intersects with other challenges facing businesses today (talent retention, transformation, innovation, culture, employee experience), and seek increasing transparency on these important issues.  Join your CFO peers as Meryl Rosenthal, CEO of FlexPaths, sets important context, shares real-life insights and practical approaches as to how CFOs can optimally influence and navigate important workforce decisions and drive greater growth within their organizations.

Consumer loan delinquencies are rising at the fastest rate since 2009, and credit conditions continue to tighten more generally. The post-pandemic economy has defied expectations in its strength, but we expect that there is an end in sight. The economy is likely to cool off in 2024 but, by how much and how severely? How will the outcome of the fall elections affect economic policy going into 2025?

Join Tani Fukui, Macroeconomist, Director, MetLife Investment Management, a highly sought after economist and a three time presenter at CFO Intelligence events, as she shares her views and insights. Presented by EisnerAmper.

Join Matthew Konwiser, Principal Ecosystem Partner at IBM’s Data, AI and Automation Team, as he leads an exciting discussion on AI in the Workplace.

Some of Matt’s insights include:

“Generative AI is an important business disruptor. It impacts more and more aspects of today’s workplace, as well as the cost of doing business, budget predictability, and directly influences consumer trends. It was asserted years ago that the CIO job of the future may be the union of CFO and Chief Legal Counsel; someone who simply manages legal/ethical risk, and various service contracts. The loaded cost of fully privatizing an AI environment is making that prediction more believable. The bigger the company, the greater the organizational, process and budget impact. In part by deploying AI, smaller companies may also now pose a greater competitive threat to long-established industry juggernauts. It comes down to this: As CFO, how can you create the most positive effect on your workforce, how tech savvy are you and your team, how big is your company’s checkbook, how ready is your board, and what is your financial and legal risk appetite, as we enter the rapidly adopted world of generative AI?”

Female finance executives, from controller to CFO may attend this exciting event at no cost. Since this will be a small group event, seating is limited. Please reserve your seat now.

In a recent survey, 71% of employers said they value Emotional Intelligence over IQ. 59% of employers said they would not hire someone with a high IQ, but low Emotional Intelligence. Companies with an open communications culture, one that embraces critical employee characteristics such as Emotional Intelligence, are 20% more likely to innovate.

Join your CFO peers and subject matter expert, Fred Bunsa, Senior Consultant from A.J. O’Connor, in a peer discussion on the importance of Emotional Intelligence in the C-Suite, and how CFOs can capitalize on EI to foster transparency, shape marketplace perceptions, and increase the trust and confidence stakeholders will have in them, their companies, and in their leadership teams.

CFOs from impressive companies have attended previous CFO Dinner Discussions, including those from:

ADM, Agfa, Allergen, Allied Beverage, Allstate, Atlantic Health, Avis, Bayer, Benjamin Moore, Berje, BMW, Britannica, Brother, Conagra, ConAir, Daiichi Sankyo, Dassault Falcon Jet, D&B, Discovery, DOKA, DSM, Eisai, ETS, The Federal Reserve, Ferring Pharmaceuticals, Godiva, GoGo, GoTo, Hapag-Lloyd, Harley-Davidson, HealthFirst, Honda Aircraft, Horizon Blue Cross, Hunter Douglas, IFF, Interstate Waste, Jaguar Land Rover, Johnson & Johnson, Kemper, Konica Minolta, KPMG, Kyndryl, Kyocera, LogMeIn, Lonza, L’Oreal, Mainetti, Mane, Maersk, Mercedes-Benz, Mesirow, Mitsui, Morton Salt, NBCUniversal, New Jersey Devils, Newell Brands, New York Jets, New York Nets, Novartis, Novo Nordisk, Philadelphia Eagles, Prestige Brands, Prudential, PSE&G, Quest, Reed Smith, Regeneron, Revlon, SAP, Sears, Sharp, SP, Subaru, Symrise, Teva, Tumi, Turtle & Hughes, Ulta, Unisys, Verizon, Vonage, Weichert, Wyndham, XPO, Zebra Technologies, and others.

A functional business & technical discussion and demonstration, presented by subject matter experts who deploy AI systems focused on use cases deployed in various industries, including case studies and outcomes. Attend this event if you based on the premise: “I already understand enough about AI to be dangerous. Now, let’s see what it can do”.

In today’s workplace, Emotional Intelligence is one of the most critical skills successful leaders must possess and one of the strongest predictors of performance.  Emotional Intelligence promotes understanding of how the management of emotions and employee behaviors drive the success of business leaders and their teams. Companies with an open communications culture, one that embraces critical employee characteristics such as Emotional Intelligence, are 20% more likely to innovate. 

Join your CFO peers and subject matter expert, Fred Bunsa, Senior Consultant from A.J. O’Connor, in a peer discussion on the importance of Emotional Intelligence in the C-Suite, and how CFOs can capitalize on EI to foster transparency, shape marketplace perceptions, and increase the trust and confidence stakeholders will have in them, their companies, and in their leadership teams. 

An interactive discussion that takes the principles of AI (cost, case, governance) and puts them into context by demonstrating different types of AI models, their outputs, and highlights how executives and employees can interact with an AI in a productive manner (prompts). A high level business focused discussion.

More and more in public and private companies, and in tax-exempt organizations, women have gained substantial experience and have attained extremely high levels of acumen in finance, operations, strategy, and so much more. Witness the steady rise of successful women in finance, those who are acknowledged for their on-going abilities and their achievements and who serve in various executive finance capacities, as VP Finance, Investor Relations, Controller, Treasurer, and CFO, and those who continue to succeed even further.

Join us on for the second “Successful Women in Finance” luncheon & discussion, a quarterly series for women finance executives, those who aspire to such accomplishments, and those who support and promote successful women.

Subject matter expert and discussion topic to be announced.

Seating is limited for this small group event.

Announcing the launch of CFO Intelligence’s latest exciting CFO sector group…M30, the quarterly peer gathering exclusively for CFOs who live or work in Monmouth, Mercer, Middlesex & Ocean Counties, NJ! Share insights with peer CFOs across multiple industries and highly accomplished subject matter experts. We’ll launch the quarterly M30 series in a private discussion to be held at one of the areas newest and most celebrated restaurants…THE GOAT, by David Burke as our guests and at no cost, for this inaugural event for drinks, dinner, and exciting dialogue.

In a business environment that, in the last few years, has swung from one extreme to the other, in the highly competitive current marketplace employers are finding it challenging to recruit and retain the best quality employees. Inspiring great talent to join and remain at exciting companies requires more than just free ice cream on Fridays. An exciting culture, growth, education, advancement, compensation, and benefits all come together to create workplaces where productive employees want to be.

Join subject matter expert, Eric J. Hinds, Managing Director, Merrill Lynch Global Wealth Management, as he shares insights and intelligence on how companies can deploy Financial Wellness as an attractive and critically important tool in recruiting and retaining superior employees. CFOs are invited to attend this first in a quarterly series at no cost courtesy of Merrill Lynch, CFO Intelligence, and Real Estate Strategies Corporation.

This small group event offers limited seating. So, RSVP now, to reserve your seat! We hope to see you there!