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Grand Rapids Financial Executives Forum

May 24, 2017

Cascade Hills Country Club Ballroom
3725 Cascade Rd SE
Grand Rapids, MI  49546
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Ashley Potts
(616) 802-3410
Email
  • Summary
  • Agenda
  • CPE Information
  • Speakers
BDO invites you to an exclusive, invitation-only program. The Financial Executives Forum is a unique educational and networking opportunity that will highlight top-of-mind business issues facing financial executives and business leaders today.
 
Panel: The Evolving Role of the CFO
Today’s CFOs are expected to play diverse roles and be strategic leaders, balancing the demands of the customer, the business, and operations, all while simultaneously navigating changes in technology, managing risk and combatting the war for talent. So what does it take to be a stand-out CFO amidst a complex environment and rising expectations? What skills should strategic CFOs possess and how do they effectively respond to market and industry challenges? This panel will explore answers to these questions and provide an opportunity to hear different perspectives from the various roles that regularly interact with the CFO.

Panel: Global Market Opportunities
There are unique challenges, risks and opportunities associated with expanding your business overseas. What trends and events are shaping the global marketplace? Which regions and foreign markets are ripe for growth opportunities? This panel will cover the implications of expanding globally, including cross-border issues, outsourcing internal functions and tax and regulatory considerations for doing business in other countries. Hear from a variety of international expansion subject matter specialists and engage in interactive dialogue with an opportunity to have your burning questions answered.  

Healthcare Keynote Presentation
Dr. Karen Meador, Managing Director in BDO Consulting’s Healthcare Advisory practice and a member of The BDO Center for Healthcare Excellence & Innovation, will present a session on current healthcare trends.
7:30 AM to 8:00 AM: Registration and Breakfast
 
8:00 AM to 8:15 AM: OMP Opening Remarks
 
8:15 AM to 9:15 AM: Evolving Role of the CFO Panel
 
9:15 AM to 9:30 AM: Break
 
9:30 AM to 10:30 AM: Global Market Opportunities Panel
 
10:30 AM to 10:45 AM: Break
 
10:45 AM to 11:45 AM: Healthcare Keynote Presentation
CPE Breakdown:
1.0 Taxes
1.0 Business Management & Organization
1.0 Specialized Knowledge

Event Learning Objectives:
  • Discuss what skills should strategic CFOs possess and how they can effectively respond to market and industry challenges. 
  • Discuss what trends and events are shaping the global marketplace. 
  • Discuss the impact of ACA repeal or modifications.
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 3.0 CPE credits
Program Level: Overview
BDO USA, LLP 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
Panel: Evolving Role of the CFO - From Accountant to Value Creator
Moderator:
Tony Lawrence, Assurance Managing Partner, BDO

Panelists:
Rob Elliott, Co-Founding Partner, Pondera Advisors
John Genualdi, Chief Financial Officer, S2 Yachts, Inc.
Matt Jung, Founder and Co-Chief Executive Officer, Comfort Research
Craig Wassenaar, President, Skytron, LLC
 
Panel: Trends in the International Business Landscape
Moderator:
Matt Becker, Regional Managing Partner, BDO

Panelists:
Brian May, Vice President of International Business, Founders Brewing Company
Greg Schroeder, Director of Global Trade Operations, Amway
Joe Calianno, International Tax Practice Leader, BDO
Bill Roth, Tax Partner and International Country Desk Coordinator - Canada, BDO
 
Healthcare Keynote Presentation
Moderator:
Dr. Karen Meador, Managing Director, BDO Consulting