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The Path to CFO: From the Lens of Board Members

October 30, 2018
8:30 AM to 10:30 AM PST

City Club
555 South Flower Street
51st Floor
Los Angeles, CA 90071
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Julia Matsunaga
310-598-4628
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  • Summary
  • Agenda
  • Presenters

Thank you for your interest in our event. Registration is closed. If you have any questions or need more information, please contact Julia Matsunaga (jmatsunaga@bdo.com).

“What will the board expect from me as a CFO?”
 
BDO USA, LLP invites you and your fellow FutureCFOs to the next discussion in our series exploring the skills and strategies that are critical to making the transition to CFO.
 
In our first session, we heard from a panel of CFOs on how they made the journey into the hot-seat. In this second session, we will look through a different lens, with a panel of public and private board members sharing their expectations and experiences working with CFOs.
 
Thank you and we look forward to seeing you October 30th!
8:30 AM to 9:00 AM - Registration and breakfast

9:00 AM to 10:30 AM - Panel discussion
Lou Caballero joined Bison Capital in 2004. He is currently a member of the Board of Directors of BC² Environmental Corp., Fyfe Group, LLC, Sentinel Offender Services, LLC, CŇętisCare, LLC, Cartasite, LLC, Advantmed, LLC and Miva, Inc. Prior to joining Bison, Mr. Caballero worked at Roth Capital Partners where he executed and originated corporate finance and merger and acquisition transactions for middle market growth companies in a variety of industries. He began his career as a Financial Analyst at Catellus Development Corporation (acquired by ProLogis) where his responsibilities included buy-side corporate merger and acquisition analysis, as well as real estate development and acquisition investment analysis. Mr. Caballero earned a BA in Economics and Business from Westmont College and an MBA from the UCLA Anderson School of Management.
 
Kirk Calhoun is a Certified Public Accountant (non-practicing) with a background in auditing and accounting, and has served as a director and as chair of the Company’s audit committee since February of 2016. Mr. Calhoun joined Ernst & Young LLP, a public accounting firm, in 1965 and served as a partner of the firm from 1975 until his retirement in 2002. Mr. Calhoun currently serves on the board and audit committee for Great Basin Scientific, Inc., NantHealth, Inc. and Ryerson Holding Corporation. Mr. Calhoun has served previously on the boards and audit committees of six public companies in the pharmaceutical industry up until the dates of their respective sales, including Abraxis Bioscience, Inc., Myogen, Inc., Aspreva Pharmaceuticals Company, Replidyne, Inc., Response Genetics, Inc. and Adams Respiratory Therapeutics, Inc. Mr. Calhoun also currently serves on the boards of two private companies. Mr. Calhoun received a B.S. in Accounting from the University of Southern California.
 
Randy Moser joined Aurora Capital Partners in 2006. Previously, he was a Senior Associate at Bertram Capital Management and in the Investment Banking Division of Merrill Lynch where he was a member of the Global Industries Group in Los Angeles. He currently serves on the Board of Directors of Inhance Technologies, National Technical Systems and Pace Analytical.
 
Hoshi Printer has more than four decades of impressive board, general, and financial management experience spanning a wide range of industries. His expertise includes board roles especially in audit committees, dealing with Wall Street, capital raising, improving operational effectiveness, and restructuring organizations. Hoshi is on the boards of Lantronix, a public technology company (LTRX), Standard Homeopathic Company (aka Hyland’s), a privately held family owned company, IMRI / Cytellix (Information Management Resources Inc.), TPS (Transient Plasma Systems, Inc.), and AerNos. Hoshi is designated as a Board Leadership Fellow by NACD (National Association of Corporate Directors) and is a board member of its Southern California Chapter. He was a Cash Management consultant to the White House from the private sector. He started at Xerox serving in senior financial positions, and subsequently was the CFO of 10 technology companies, three of which he took public. His academic credentials include an M.B.A. from Stanford, M.S. in Industrial Engineering, and B.S. in both Mechanical and Electrical Engineering.  He was a Lieutenant in the U.S. Army and is a Vietnam veteran.