The Finance Leadership Exchange group creates a safe avenue where top financial executives can openly discuss the business critical issues with others in their peer group.
Group Eligibility
» Group participation is a benefit of TAO membership
» Non-member guests may attend up to 2 meetings
» Access to the group is currently invite-only and at the discretion of the group manager
» Group size is limited to 20 attendees to encourage active participation
» This group is for the top financial staff person at a technology company
» Vendors cannot attend meetings unless invited for group discussion
Meeting Details» Meetings are hosted by LX group member companies
» Topics and meeting agendas are loosely organized and set by the meeting host
» Meetings are 90% role-specific peer discussion focused
» We strictly enforce a No-Sales Zone policy at meetings
» Meetings are held 2nd Wednesdays from 12:00-1:30pm
Co-ChairsBob McCarthy, CFO, (formerly of Tripwire)
David Uslan, Partner, Perkins & Co.
Niall Travers, Principal, Cresa
2012 Schedule
CEO/CFO LEX (September 27, 2012)
CFO LEX - The IPO Process (October 25, 2012)
2013 Schedule
March 5th - CFO LEX: State of the State with Treasurer Ted Wheeler
April 11th - CFO LEX: with Gene Kim
June 6th - CFO LEX: Topic TBD
September 19th - CFO LEX: Topic TBD
November 12th - CFO LEX with HR LEX: Topic Executive Compensation
Title Sponsor
Supporting Sponsors:
Questions? Kari Naone
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