The FENG Boston, MA Chapter

Next Meeting


02/12/2020 – 7:30 AM to 9:30 AM (Reserve a spot at this event)


20 City Point
480 Totten Pond Rd
4th Floor
Waltham, MA 02451, 4th Floor


A “Construct” for Maximizing a CFO’s Impact On Their Organization

The CFO is often, in fact generally, positioned to have a uniquely strong influence on their company. On the one hand, they’re virtually always a member of the C-Level team that 1) shapes strategies; 2) develops overarching operating, financial, marketing, sales and other key plans; 3) monitors short-term performance and makes appropriate near-term adjustments; 4) addresses cultural concerns; and 5) makes key decisions across the entire spectrum of their company’s activities. On the other hand, a CFO also has ongoing contact with “The Troops” throughout their company’s organization. Accordingly, they’re extremely well positioned to convey and, as they deem it to be appropriate, advocate for “The Troops” insights, concerns and suggestions to the C-level team.

Gerry Sherman’s recently published book UNTAPPED: Capturing Your Company’s True Potential presents a “Construct” which can help every CFO materially enhance their impact. More specifically, the book offers “Three Management Imperatives” which provide a framework for 1) conceptualizing and powerfully communicating their company’s core challenges and opportunities; and 2) facilitating the development of efficient, effective approaches for addressing them. Implemented with thought and care, Gerry’s “construct” can accelerate every company’s effort to “Capture It’s True Potential.”

The “Three Management Imperatives” are as follows:

One: Establishing an “Organizationally Based Competitive Advantage” Aggressively
Two: Exploiting Accelerating Rates of External Change Proactively
Three: Executing Relentlessly

During the course of Gerry’s talk, he will be presenting the underlying details that support each of the “Three Management Imperatives.” Additionally, 15 to 20 minutes will be reserved for a Q&A discussion to conclude the program.

FENG Presentation/Agenda
7:30 AM – Coffee/juice & informal networking
8:00 am – Introductions & 30 second elevator pitches
8:15 am – Presentation & interactive discussion
9:00 am – Wind-down, and final networking discussions
9:30 am - Adjourn

Sign up now so that you don’t miss out. Registration is limited to 25 participants.

About Gerry Sherman
A former commercial lending officer for a major regional bank, over the past 35 years Gerry Sherman has been an advisor to about 400 operating companies confronting significant performance challenges. He’s also acted as an interim CEO, CRO or court appointed fiduciary on an as needed basis. Generally, his assignments have addressed financial, organizational, strategic, cultural and executive/workforce performance issues. An active author, speaker and teacher, his articles have been published in the Journal of Corporate Renewal, Commercial Lending Review and Family Business Magazine. He’s spoken and/or taught for groups and schools including the Harvard Business School Turnaround Forum, the CCR/Babson Institute for Management Solutions, the Risk Management Association, the Family Firm Institute, BankBoston and the American Gem Society.


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Guests can sign up here:

When registering, a $10 donation is requested to help continue to support our great organization and for light refreshments at the meeting. This should be paid on the FENG registration site prior to the meeting.

The dress code is business casual.

FENG Boston Chapter Leadership:

Marc Cote
Duxbury, MA


Morse CityPoint is just 10 miles west of Boston in Waltham, MA. Located at the heart of the Route 128 high-technology highway and conveniently off exit 27.

About the Boston, MA Chapter

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

Chapter Leadership

Marc Cote
(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.

Future Meetings

07:30 AM to 09:30 AM
20 City Point
480 Totten Pond Rd
4th Floor
Waltham, MA 02451, 4th Floor

For Meeting Information, Please Contact:
Marc Cote
(617) 538-5688