Registration for this meeting is closed. For event information or registration issues, contact Eric Holleman at [email protected].
Striking a Balance to Strike it Rich? Walking the Tightrope as a PE Portfolio Company CFO
Hear from CFOs with multiple private equity portfolio experiences about the good and the bad of serving two masters – the private equity firm and the company CEO – who sometimes have conflicting goals.
Emily Taylor, Chief Financial and Operating Officer, Nox Health
Allen Frank, Chief Financial Officer, Automatic Fire Protection
Bill Rowe, Chairman and CEO, Rowe Global
LEARNING OBJECTIVES
- Attendees will: hear from CFOs with multiple private equity portfolio experiences about the good and the bad of serving two masters – the private equity firm and the company CEO – who sometimes have conflicting goals.
REGISTRATION
Open to FEI Dallas Chapter members and non-members with executive roles in the Private Equity sector. Please register by Tuesday, November 12, 2024
SCHEDULE
4:30-5:00 p.m. Check-in and Networking
5:00-5:30 p.m. Hors d'oeuvres & Cocktails
5:30-6:30 p.m. Program and Q&A | 1.0 CPE
LOCATION
S+H Search
Conference Center
(First floor right inside the building entrance)
1301 W. President George Bush Highway
Richardson, TX 75080
STRATEGIC PARTNERS
Greenberg Traurig, LLP
S+H Consulting
USI
Vantage Bank
Weaver
CANCELLATION
To cancel a reservation, contact Nancy Ehlers at [email protected]. Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
CPE CREDIT
This event offers 1.0 CPE credit.
Financial Executives International 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.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
Instructional method: Group-Live
Recommended CPE Credits: 1.00 credit
Experience Level: Basic
Prerequisites/advance preparation: None
CONTACT
Nancy Ehlers
FEI Dallas CPE Manager & Membership Support
Cell: 973-903-5068
[email protected] | www.feidallas.org