Educating & Engaging the CFO

Mission: To more effectively connect with CFOs and Financial Professionals, CFO Roundtables offer interactive Boardroom type format limited to +/-20 attendees. Will involve the CFO’s advisory team, including accountants/auditors, investment/commercial bankers, attorneys, etc.
Co-Chairs: Curry Willix, Medical Travel Option / TBA
Last / Next Meeting: October 17, 2017 / TBA
Team: Josh Ayers, BDO
Special Projects or
other efforts:
  •  Published ACHRM-BDO Article, "CFOs, Are You Asking the Right Questions Regarding Healthcare Cost Containment?"
  • Expanding CFO Roundtable format to include both CFO and HR tag-team stories and organizational dynamics
  • Meeting with Kevin Olvera, BDO in Dallas 12/08
  • SmartCEO
  • ELAP / Philadelphia 12/6 7:30am-10:30 EST – Nick Durso, Partner, BDO, Don Barbuto Centurion Group, Steve Kelly, ELAP, Eileen Clark, Elap, John Templeton Foundation
  • Series of Roundtables for 2017: DC, Tampa, Dallas, St. Louis, Oldsmar, FL,
  • Planning future events: Pittsburgh, St. Louis/Quad Cities, New Jersey


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