Past RTP CFO Forum Event Topics
February 1, 2013: Fraud Diagnostics - Does Your Bank Have Tools to Help Protect Your Organization from Payments Fraud?, Presented by Jessica Donachy, Vice President, The PNC Financial Services Group, Inc.
January 4, 2013: Adaptive Lean Thinking Methods in Accounting and Finance Function - Make Your Financial Organization Lean in 2013, Presented by Robert R. Jones, Founder and Managing Partner, Solomon EOS
December 7, 2012: Proposed Accounting Standards on Revenue Recognition, Presented by Cathy Patten, Audit Manager, Hughes Pittman & Gupton, LLP
November 14, 2012: RTP CFO Forum Quarterly Social
October 5, 2012: Preparing Your Business for International Expansion, Presented by Sean King, Managing Director, Align Global Consulting
September 7, 2012: Business Intelligence and Analytics, Presented by Leo Sadovy, Performance Management Solutions Marketing Director, SAS Institute, Inc.
August 3, 2012: Debt Covenants Borrowing Base Trends, Presented by Christ Stoecker, Silicon Valley Bank; Andy Scott, Paragon; Mike DeFrancesco, NeoNova Network Services
July 19, 2012: RTP CFO Forum Quarterly Social
June 1, 2012: Transforming Your Potential into Botton-Line Results, Presented by Lisa Baker, COO, iCool Technologies
May 4, 2012: SaaS Metrics, Presented by David Spitz, President & COO, ChannelAdvisor Corporation
April 6, 2012: Presentation on Privacy Laws, Presented by Elizabeth H. Johnson, Partner, Poyner & Spruill, LLP
March 2, 2012: Current Deal Terms in Venture and Equity Findings and How These Terms May be Different Than Experienced Just Several Years Ago, Presented by John M. Fogg, Robinson, Bradshaw & Hinson, P.A.
February 3, 2012: Current Perspectives in VC Market, Presented by Intersouth Partners and Ford Worthy, Partner, Pappas Ventures
January 6, 2012: Nonresident Withholding Tax Issues and Understanding Treaty-based Positions for Reduced Withholding Tax, Presented by Heather L. Dean, Tax Partner, Hughes Pittman & Gupton, LLP
December 2, 2011: Revenue Recognition Software, Panel discussion with Petra Weishaupt-Smith, CPA, Founder and Managing Partner, Petra Financial LLC; Jennifer Turnage, Managing Partner of TechCFO RTP; and Dave Welker, CPA, CFO/Vice President, Finance & Operations
November 4, 2011: Aspects of Embezzlement and Fraud, Presented by R. Lawrence Young, CPA, CFE, PLLC
October 7, 2011: Health Care Reform, Presented by Melissa Nelson, Employee Benefits Consultant, Senn Dunn Insurance
September 2, 2011: M&A Transactions, Presented by Cathy Patton, Auditor Manager and Amy Smith, Senior Tax Manager, Hughes Pittman & Gupton, LLP (CPE credit)
August 5, 2011: Sales Compensation, Presented by Donya Rose, Managing Principal of The Cygnal Group
July 1, 2011: Beyond Budgeting: Where is That?, Presented by Christopher T. McKittrick, N.C. State University and Perspective Business Advisors, LLC
June 3, 2011: Transfer Pricing, Presented by Amy Smith, Senior Tax Manager, Hughes Pittman & Gupton, LLP (CPE course)
May 6, 2011: Best Practices and Tools to Manage Government Grants and Contracts, Presented by Lea Strickland, President and CEO, F.O.C.U.S. Resources, Inc.
April 1, 2011: Employment Law - Hazards Every CFO Should Avoid, Presented by Bob A. Sar, Ogletree, Deakins, Nash, Smoak & Stewart, PC
March 4, 2011: Internal Control Best Practices, Presented by Mark Bond, Owner and Consultant of ATRS Consulting, Inc. and Walt Parrish, Owner and Consultant of ITAR, LLC
February 4, 2011: RTP CFO Forum First Anniversary Breakfast Social
January 7, 2011: Sales and Use Tax Update - What CFOs Need to Know, Panel discussion with Eric Wayne, Sales and Use Tax Director, North Carolina Department of Revenue and Bill Smith, Sr., Executive Director of State and Local Tax, Ernst & Young
December 3, 2010: Entity Risk Management - E&O, Product Liability, Product Recall, IP and D&O Coverage, Presented by Mike Verian, Vice President of The Willis Group
November 5, 2010: The 2010 Mid-term Elections - A Tax Legislative Update, Presented by Lance Hardin, Senior Tax Manager, Hughes Pittman & Gupton, LLP
October 1, 2010: What Makes a Company Successful? How to Build a Great Sales Team and Other Insights from a Successful Entrepreneur, Presented by John P. McConnell, CEO and founder of McConnell Golf, LLC
September 3, 2010: Valuation Elements, Presented by Jim Lurie, Principal of CapVal American Business Appraisers, LLC
August 6, 2010: Networking and Interactive Roundtable Discussion
July 2, 2010: Surviving an IRS Tax Audit: What to Expect, How to Plan for It and Lessons Learned, Presented by Heather Dean, Partner, Hughes Pittman & Gupton, LLP
June 4, 2010: Alternative Funding Sources: Looking Beyond Traditional Bank Loans and Venture Capital, Panel discussion with Paul Ulanch, Director, Tech Commercialization Services, Small Business & Technology Development Center (SBTDC); Adam Smith, Vice President, Director of Square Roots, Square 1 Bank; and Jonathan Gindes, CFO and SVP Business Development, Affinergy, Inc.
May 7, 2010: What's in the News? Current Events Affecting Companies and Their Employees, Presented by Molly Hegeman, Director, HR Services, Capital Associated Industries, Inc.
April 2, 2010: Not Just Numbers: The Non-financial Roles of the CFO, Panel discussion with David Spitz, COO and CFO, ChannelAdvisor Corporation; Allen Ramsay, Vice President of Finance, L&M Companies; and Brett Farabaugh, CFO, Tryton Medical, Inc.
March 5, 2010: Mergers & Acquisitions - Process, Execution, Trends and Lessons Learned, Panel discussion with Petra Weishaupt-Smith, CFO and COO, Digitalsmiths; Tom H. Wilson, Jr., Managing Director, DecisionPoint International; John M. Fogg, Partner, M&A Group, Hutchison Law Group; and Bobby Bahram, CFO and COO, TransLoc, Inc.
February 5, 2010: 2010 Accounting Update: What's New from the FASB and EITF (CPE course)