Portland I Effective Board / CFO Relations
The responsibilities of today’s CFO continue to expand beyond the traditional finance function. In the wake of the global financial crisis, regulatory reform brought about by Dodd Frank and high profile business failures, areas such as strategic development, investor engagement and enterprise risk management have combined with the traditional domains to make the CFO role more demanding and important than ever. Leveraging relationships with the board is vital to the CFO’s effective management of these responsibilities and success of the company.
The Joint NACD Northwest Chapter - Portland program with FEI on "Effective Board / CFO Relations" will include:
- Aligning the CFO’s responsibilities with the Board Agenda
- Balancing the CFO’s traditional roles with new and changing demands
- The boards expectation of the CFO
- The CFOs expectations of the board
- Enhancing the relationships between the CEO, the CFO and the board
- The role of the audit committee, internal and external audit
- Significant time in the program devoted to Q&A and conversation with the audience.
Location and Time
Multnomah Athletic Club
1849 SW Salmon St,
Portland, OR 97205
7:15 am: Registration & Breakfast
7:30 am - 9:00 am: Program
Ken RobertsKen Roberts has been on the board of Lithia Motors, Inc. since 2012. He serves as the chair of the Corporate Governance Committee and serves as a committee member of the Audit and Compensation Committees as well. Prior to 2012, he practiced law in Portland for over 40 years specializing in corporate finance, securities, mergers and acquisitions and corporate governance. Among his many public company clients were Lithia Motors and Umpqua Bank, both of which went public 20 years ago and have been two of the fastest growing public companies in the Pacific Northwest. Lithia Motors was a five-store dealership group in southern Oregon in 1996 with total annual revenues of less than $200 million and has since grown to 157 stores in 17 states with annual revenues of $8.5 Billion. It is one of the two Fortune 500 companies located in Oregon.
Mike BentleyMike Bentley serves as the Assurance Leader for Seattle and Portland markets of Ernst & Young, and has held a variety of global client service partner, leadership, technical and other roles within the firm in the United States, Germany, Central and Eastern Europe and the United Kingdom. Mike has recently completed rotations as the Global Client Service Partner on a Fortune 200 company in the automotive industry and a global technology company providing hardware, software and services to the utility industry. He has also served as GCSP or Engagement Quality Review Partner on a number of other public and private companies in a variety of industries. Prior to joining the Seattle office, Mike spent twelve years serving high technology clients in the Silicon Valley, as well as six years in Munich leading our SEC practice in Central and Eastern Europe and serving as the EMEA Coordinating Partner for US-based global technology company. Mike has deep knowledge of all aspects of SEC reporting and internal controls over financial reporting, with extensive experience in complex revenue arrangements, business combinations, income taxes and International accounting and business issues gained from involvement in major transactions in the US, Canada, UK, Central Europe and Russia.
Tony TrunzoTony Trunzo served as Executive Vice President and Chief Financial Officer of FEI Company from April 2015 until it’s recent acquisition. Prior to 2015 Tony served as Senior Vice President, Finance and Chief Financial Officer of FLIR Systems, Inc. He joined FLIR in August 2003 as Senior Vice President, Corporate Strategy and Development. Prior to joining FLIR, Tony was a Managing Director in the Investment Banking Group at Banc of America Securities, LLC and previously held various positions at PNC Financial Services Group, Inc. He holds a B.A. in Economics from the Catholic University of America, an MBA with a concentration in finance from the University of Pittsburgh and is an alumnus of the Harvard Business School Advanced Management Program.
Peter DoubledayAs managing partner of Ernst & Young's Portland office, Peter Doubleday is responsible for all services to EY’s clients in Oregon and is committed to growing the office and expanding the local resources in order to provide companies in Oregon with access to the global expertise of EY. Peter is an audit partner whose clients have included public and private companies including some of the firm’s largest multi-national companies in the industrial products, energy (including renewable energy), and aerospace sectors. Originally from our UK practice, Peter has spent 23 years in the US relocating to Portland in 2011.