The FENG Boston, MA Chapter

Next Meeting

When:

04/25/2018 – 7:30 AM to 9:30 AM (Reserve a spot at this event)

Where:

Morse, Barnes-Brown, Pendleton PC
230 Third Avenue,
at CityPoint 4th Floor Conference Room
Waltham, MA

(Free parking in the garage below the building that overlooks Rte 128)

Agenda:

Topic:

Why CEOs Choose Consulting CFO Firms

This is Part 1 of a two-part series offered by FENG and FEI. Both sessions provide an important opportunity for all financial executives to better understand the market for Consulting CFOs. Many of us are thinking about how serving as a Consulting CFO could fit into our own careers; others are thinking about hiring services of others. Together, these two events will allow you to better understand Consulting CFOs. You will leave with a clearer sense of how you can take advantage of the industry.
Part 1: FENG will sponsor a panel of four Boston practitioner firms, at the April 25 meeting. The panel will include the leadership of B2B CFO, CharlesRiverCFO, Consero and Tech CXO. It will be moderated by Russell Follansbee, a director of high tech banking services at Silicon Valley Bank. You will get to know four of the leading practitioners in the Boston market. You will have a chance to reflect on their firms’ unique business models. Details and a link to registration are below.

Part 2: FEI will host a discussion of setting up your own CFO consulting practice, at the June 5 FEI Careers meeting. This session will be led by Larry Kramer, a Managing Partner of Foundation Management Associates. It will include a panel presentation with Q&A, as well as a light supper and time of informal networking. FENG members are welcome at this event. For details and registration: Link to FEI

FENG, Part 1: Why CEOs Choose Consulting CFO firms
Moderator: Russell Follansbee
Russ is a Director on Silicon Valley Bank’s Technology team in Boston. In his nine years at SVB, Russ has partnered with high growth technology companies at all life stages, from pre-seed to publicly traded. Russ’ team helps entrepreneurs move bold ideas forward and increases their probability of success by offering unparalleled industry expertise alongside targeted financial services. With commercial, international and private banking services, SVB helps address the unique needs of innovators.

Chris Thomajan (TechCXO)
Chris delivers fractional financial leadership to emerging growth, technology companies. Chris has been a CFO for over 25 years in a variety of industries, including: biotech, medtech, software, digital media, Internet services and investment banking. Chris was a founding partner of America’s Growth Capital, a boutique investment bank focused on emerging growth technology companies. Since joining TechCXO in 2007, Chris has worked with outstanding companies such as Mashable, Adheron (acquired by Roche in October 2015), Decibel Therapeutics, Relay Therapeutics, Mascoma Corp., Lycera Corp. Catabasis Pharmaceuticals (IPO in June 2015), and Ektron (acquired by Accel/KKR in December 2014). Connie is co-founder of CRCFO and also leads the strategic direction of the company. She sits on the board of Center for Women and Enterprise (CWE) and formerly on the boards of directors at YWCA Boston, and Massachusetts Growth Capital Corporation (MGCC), she sits on the audit committees for CWE and and MetroWest YMCA. She is on the advisory board of Decision Insight and tweets as CFOBiz and runs a community social media page. Connie advises companies on accounting and finance matters, specializes in M&A, Pre-IPO and SEC, SOX and SAS 115. Previously, she was the Managing Partner of Patina Solutions - Boston Practice, a professional services firm deploying experienced professionals to its clients at the executive and management levels. Prior to that, Connie was the Managing Director of Accounting Management Solutions. She ran both the Boston and New York AMS Business Solutions practices. Previous to that, Connie was the Managing Director of Resources Global Professionals – Boston Office which she helped take public in December of 2000. Connie started her career at Deloitte after graduating from Stanford University

Eric Sockol (Consero)
Eric is a senior executive with strong financial, leadership, and general management skills. Eric served as a Chief Financial Officer for 20+ years of dynamic, growth-oriented companies that range from entrepreneurial start-ups to highly profitable public companies. As CFO of 6 technology companies, Eric’s Industry experience includes online advertising and publishing ,E-Commerce, enterprise SaaS, professional services, software development, large scale distribution and fulfillment and clean energy. Eric is a Managing Director of Consero. Consero provides back-office finance and administrative expertise with integrated software to give clients clarity, scalability and confidence at a fraction of the cost, time and effort of building and maintaining an in-house finance and accounting department. Consero has ~ 450 employees and services ~ 250 customers on a monthly basis.
Leo Casey (B2B CFO)
Leo has 40 +years of broad based financial, operational and general management experience in private and public multinational company roles such as President & CEO, CFO, COO, EVP of Finance & Operations, VP Finance, Corporate Controller, Director of Information Management, Mfg. Controller, Distribution Controller, Sales Controller, Logistics Controller and Manager of Accounting Services. Leo became a Partner at B2B CFO® in May 2009 and has helped business owners in several industries bring their companies to higher levels of success through a proven six-step process, The GamePlan. Leo brings positive energy to his clients/prospects, with uncompromised honesty and integrity, a dedicated focus to becoming part of his client’s culture for the long-term, building value (more cash and more profit) and improving exit options when business owners are ready to transition from their businesses.

FENG Presentation/Agenda:
7:30 AM – Coffee/Juice & Light Networking
8:00 AM – Introductions & 30 Second Elevator Pitches
8:15 AM – Panel & Interactive Discussion
9:00 AM – Wind-down, and Final Networking Discussions
9:30 AM - Adjourn

Directions

230 Third Ave is conveniently located off of Exit 27, Winter St/Third Ave in Waltham on Rte 128. There is free parking in the garage below the building that overlooks Rte 128.


About the Boston, MA Chapter

The Boston Chapter has 3,366 members. 36% actively searching and 64% alumni (working).

Chapter Leadership

Marc Cote
marc.cote@comcast.net
(617) 538-5688
Marc Cote is certified FocalPoint business coach and area representative. As a business coach, he leverages the FocalPoint business principles, tools and his 30 years of leadership, operations and finance experience to help business owners and leaders realize their goals and exceed their expectations. As an area representative, he looks for those caring and experienced business professionals that could be great FocalPoint Business Coaches.

He is the son of a second-generation business owner with a deep-seated passion for business and helping others succeed. He was also a co-founder of Accellient Partners LLC, a drug development consulting and biotech start up firm, Synchroneuron Inc., a venture-backed biotech and Ternus Pharma, Inc., a start-up pharma company. Marc was previously the COO of Aptuit Consulting’s global biotech practice where he was responsible for managing all operating, financial & business development activities. Prior to Aptuit, Marc was with Dunkin’ Brands and had vice president roles where he was alternately responsible for Accounting, Tax, Finance and Shared Service operations. Marc started his career in the Entrepreneurial Services Group at EY, he received a BS in Accountancy from Bentley College and earned his CPA certificate in MA where he was a licensed CPA for 17 years.

Marc is a member of Boston Harbor Angels and Sky Ventures where he is an active investor. In addition, he is a Co-Chair of Mass Bio's Entrepreneur University. Marc splits his time between Duxbury, MA and Naples, FL.
Will Oliver
will@wjoliver.com
(781) 424-0179

Future Meetings

05/14/2018
05:30 PM to 07:30 PM
F1 Boston
Ascari Café Bar
290 Wood Road
Braintree, MA 02184

Wood Road is conveniently located off of Exit 6, Granite Street in Braintree I-93. There is free parking in the large parking lot outside the building that overlooks I-93.

05/23/2018
07:30 AM to 09:30 AM
Morse, Barnes-Brown, Pendleton PC
230 Third Avenue,
at CityPoint 4th Floor Conference Room
Waltham, MA

(Free parking in the garage below the building that overlooks Rte 128)

06/20/2018
07:30 AM to 09:30 AM
Morse, Barnes-Brown, Pendleton PC
230 Third Avenue,
at CityPoint 4th Floor Conference Room
Waltham, MA

(Free parking in the garage below the building that overlooks Rte 128)


For Meeting Information, Please Contact:
Marc Cote
marc.cote@comcast.net
(617) 538-5688

OUR SPONSORS:

cfo