Different stages require different types of CFOs. We help companies get that decision right.
We work with portfolio companies that need to upgrade CFOs post-acquisition, build institutional finance capability, support M&A and integration, and prepare for exit. The challenge is not finding a CFO — it’s finding one who can operate in a VC or PE environment.
We help companies transitioning from founder-led finance, early-stage accounting teams, and reactive financial management to a more structured, forward-looking finance function. This is often the first true CFO hire — and the most critical one.
We work with companies that are scaling rapidly, entering new markets, professionalizing operations, and preparing for capital events. At this stage, the CFO becomes a central driver of performance.
They are not just hiring a CFO. They are making a decision that will shape:
We’ll help you determine what kind of CFO your business needs — and whether now is the right time.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.
