2014 Summer Breakfast Series: Focusing on CFO Leadership Skills

There’s a shift in the requisite skill set of today's CFO...

WHEN
7:30 AM - 9:15 AM

WHERE
UHY LLP Offices
2929 Allen Parkway, 20th Floor, Houston, Texas  77019

Complimentary self-parking is available.

1 HOUR OF COMPLIMENTARY CPE; NO PREREQUISITES

SESSIONS (PAST):


Click session date to expand and reveal session materials and speaker contact information.

Session 1:
Demand Value and Earn Respect – Strengthening the Fundamentals for the Finance Function

 
WHEN
JULY 8, 2014
7:30 AM - 9:15 AM

WHERE
UHY LLP Offices
2929 Allen Parkway, 20th Floor
Houston, Texas  77019

Complimentary self-parking is available.

1 HOUR OF COMPLIMENTARY CPE; NO PREREQUISITES

SESSION TOPICS

Each company has different needs and focal areas to support their business. Identifying the functions that require strengthening within the organization is essential. These can include M&A, IT integration, capital structure, compliance, regulatory requirements, change management and many others. Learn how different organizations have approached these areas and succeeded.

Read the latest news release.
SESSION SPEAKERS

If you’re interested in reaching out to one of the speakers from this session, below is contact information:

MODERATOR
Michael Landers
Principal, UHY LLP Audit & Transaction Services
email: mlanders@uhy-us.com
phone: 713 407 3223
web: www.uhy-us.com
PANELISTS
Walter Fowlkes
Chief Financial Officer, Triple-S Steel
email: walter@sss-steel.com
phone: 713 697 7105
web: www.sss-steel.com
Jamie Knape
Director of Business Assurance Services, Stallion Oilfield Holdings, Inc.
email: jknape@sofs.cc
phone: 713 528 5544
web: www.sofs.cc
Joe Lynch
Director of Internal Audit, Furmanite
email: jlynch@furmanite.com
phone: 713 634 7777
web: www.furmanite.com

 

Session 2:
Risk Prevention & Management for Middle Market CFOs

 
WHEN
JULY 15, 2014
7:30 AM - 9:15 AM

WHERE
UHY LLP Offices
2929 Allen Parkway, 20th Floor
Houston, Texas  77019

Complimentary self-parking is available.

1 HOUR OF COMPLIMENTARY CPE; NO PREREQUISITES

SESSION TOPICS

Risk can present itself in many forms. One thing they all have in common is their ability to hinder an organization from operating to its fullest extent. Risk prevention and management can aid organizations to be nimble when timing is critical. Some areas of focus include IT, insurable exposures, operational, and many others. Learn how different organizations have approached these and succeeded.

Read the latest news release.
SESSION SPEAKERS

If you’re interested in reaching out to one of the speakers from this session, below is contact information:

MODERATOR
Eskander Yavar
Management & Technology Principal, UHY LLP
email: eyavar@uhy-us.com
phone: 713 407 3293
web: www.uhy-us.com
PANELISTS
Gary Dort
Senior Vice President, Lockton Companies
email: gdort@lockton.com
phone: 713 458 5200
web: www.lockton.com
Chris Lozier
Internal Audit, Risk & Compliance Principal, UHY LLP
email: clozier@uhy-us.com
phone: 713 407 3291
web: www.uhy-us.com
Frank Victor-McCawley
Vice President General Counsel, Strike LLC
email: frank.victor-mccawley@strikeusa.com
phone: 713 389 2546
web: www.strikeusa.com

 

Session 3:
Compliance in the New Age of Regulation

 
WHEN
AUGUST 5, 2014
7:30 AM - 9:15 AM

WHERE
UHY LLP Offices
2929 Allen Parkway, 20th Floor
Houston, Texas  77019

Complimentary self-parking is available.

1 HOUR OF COMPLIMENTARY CPE; NO PREREQUISITES

SESSION TOPICS

With the advent of significantly increased regulation and heightened enforcement actions, organizations need to take steps to strategically design and effectively manage their corporate compliance and ethics programs. Some areas of focus can include performing compliance risk assessments, developing strong compliance policies and procedures, structuring international training, monitoring high risk activities, managing third party risk and converging different cultures to support effective compliance and ethics programs. Learn how our panelists have successfully approached, implemented and operated such programs along with the most important compliance elements that you should be addressing in your own organizations.

Read the latest news release.
SESSION SPEAKERS

If you’re interested in reaching out to one of the speakers from this session, below is contact information:

MODERATOR
Chris Lozier
Internal Audit, Risk & Compliance Principal, UHY LLP
email: clozier@uhy-us.com
phone: 713 407 3291
web: www.uhy-us.com
PANELISTS
Tom Fox
Attorney, specializing in FCPA Compliance & Risk Management, Tom Fox Law
email: tfox@tfoxlaw.com
phone: 832 744 0264
web: www.tfoxlaw.com
Jay Martin
Chief Compliance Officer, VP & Senior Deputy General Counsel, Baker Hughes Inc.
email: jay.martin@bakerhughes.com
phone: 713 439 8000
web: www.bakerhughes.com
Jennafer Watson
Chief Compliance Officer, Layne Christensen
email: jennafer.watson@layne.com
phone: 281 475 2600
web: www.layne.com

 

Session 4:
The 21st Century CFO: A.T.F. (Accounting, Transaction and Finance)

 
WHEN
AUGUST 19, 2014
7:30 AM - 9:15 AM

WHERE
UHY LLP Offices
2929 Allen Parkway, 20th Floor
Houston, Texas  

Complimentary self-parking is available.

1 HOUR OF COMPLIMENTARY CPE; NO PREREQUISITES

SESSION TOPICS

According to some experts, the primary skill sets required of today’s CFOs in the areas of accounting, transaction and finance has shifted, affecting their roles in the organization. Learn how our panel of experienced professionals has successfully approached these challenges and redefined the evolving role of the 21st Century CFO.

SESSION SPEAKERS

If you’re interested in reaching out to one of the speakers from this session, below is contact information:

MODERATOR
Dawn Williford
Principal, UHY Advisors TX, LLC
email: dwilliford@uhy-us.com
phone: 713 407 3867
web: www.uhy-us.com
PANELISTS
Mary Bass
Partner, Spencer Stuart
email: mbass@spencerstuart.com
phone: 713 225 1621
web: www.spencerstuart.com
Dean Burkhardt
Chairman of the Board, Pioneer Energy Services, Inc.
email: deanburk@comcast.net
phone: 713 247 9810
web: www.pioneeres.com
Kirk B. Michael
Chief Financial Officer, SouthWest Water Company
email: kmichael@swwc.com
phone: 281 207 5885
web: www.swwc.com

 

Session 5:
What CEOs, Boards, and Audit Committees Really Want from their CFO

 
WHEN
SEPTEMBER 3, 2014
7:30 AM - 9:15 AM

WHERE
UHY LLP Offices
2929 Allen Parkway, 20th Floor
Houston, Texas  77019

Complimentary self-parking is available.

1 HOUR OF COMPLIMENTARY CPE; NO PREREQUISITES

SESSION TOPICS

Expectations of today’s successful CFOs in a changing corporate environment.

To learn more about this session, click here.

For more information, contact Sandra Ferguson:
sferguson@uhy-us.com   |   713 407 3960


 

SESSIONS (UPCOMING):


Click session date to expand and reveal session details and registration.

Session 6:
The Path from CFO to CEO

 
WHEN
SEPTEMBER 16, 2014
7:30 AM - 9:15 AM

WHERE
UHY LLP Offices
2929 Allen Parkway, 20th Floor
Houston, Texas  77019

Complimentary self-parking is available.

1 HOUR OF COMPLIMENTARY CPE; NO PREREQUISITES

SESSION TOPICS

A panel of former CFOs who now lead their companies discuss their transitions.

To learn more about this session, click here.

For more information, contact Sandra Ferguson:
sferguson@uhy-us.com   |   713 407 3960