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2019 April PD - The Futuristic CFO: Master of Leveraging People, Processes, and IT systems
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2019  April PD - The Futuristic CFO: Master of Leveraging People, Processes, and IT systems

When: Friday, April 26, 2019
7:00AM - 9:00AM
Where: Babson College
231 Forrest Street
Malloy 101
Babson Park, MA  02457
United States
Contact: Makenzie Howard

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The Futuristic CFO: Master of leveraging people, processes, and IT systems

The unique and evolving skill sets of CFOs will continue to position them as a valued, strategic resource to executive leadership and one that may be leveraged across departmental lines. CEOs will continue to rely on their CFO to help them improve profitability, manage the business, complement their skills, and offer leadership.

CFOs will continue to be challenged by resource and bandwidth limitations. They must commit to a culture of ongoing process improvement in order to be effective, efficient, and to stay nimble in this evolving landscape. They need to overcome resource challenges in order to execute on priorities. Additionally, they must continue to invest in the next generation of great leaders and leverage technology.


“It is not the strongest, nor the most intelligent that survives. It is the one that is most adaptive to change.” – Charles Darwin

People, Processes, and IT Systems are a three-legged stool that, when optimized in an interconnected and ongoing effort, can effectively address evolving organizational needs. AAFCPAs Partner and former public company CFO Janice O’Reilly CPA, CGMA, and Dawn Pantano, CPA, CITP, Manager in AAFCPAs’ Business Performance, Internal Controls & IT Advisory practice will provide best practice recommendations for leveraging an organization’s key resources – people, processes, and technology – so CFOs are better positioned to manage their multiple priorities, lead organizational strategic planning initiatives, and meet the expectations of their diverse stakeholders.


Learning Objectives

Attendees will network with fellow senior financial executives, and gain insight into best practices for the futuristic CFO, including:

1.      Ensuring you have the right number of team members and the right variety of skill sets to guarantee top performance.

2.      Ensuring your business processes are optimized for efficiency, effectiveness, and internal control—which are often competing priorities.

3.      Ensuring you have the right IT systems in place, and that you are quantifying and optimizing ROI on technology investments.



Janice O’Reilly, CPA, CGMA, Partner, Managed Accounting Solutions, AAFCPAs

Janice O’Reilly is a Partner in the Consulting Division of AAFCPAs and leader of the Managed Accounting Solutions (MAS) practice, which provides “right-size” outsourced accounting solutions, from cloud-based bookkeeping to CFO deliverables, designed to optimize the effectiveness of the modern finance function. Janice is a charismatic leader and collaborative senior finance and business executive with an entrepreneurial approach to problem-solving, and extensive global operating experience. Her roles as an angel investor, board member, consultant, controller, president, public company CFO, and Treasurer make her highly sought-after for corporate financial and operational advice in diverse industries. Janice is a big fan and long-time member of FEI Boston and a proponent of the value it brings to her peer network of CFOs.  As such, she is a member of the Boston Chapter’s women’s group, and has served as a two-time panelist sharing insights on consulting as a career, and helping senior financial executives in transition. AAFCPAs is a proud Partner Sponsor of FEI Boston.  





Dawn M. Pantano, CPA, CITP, Manager, Business & IT Advisory, AAFCPAs

Dawn Pantano is a Manager in AAFCPAs’ Business Performance, Internal Controls & IT Advisory practice, which strengthens the link between IT and finance, and reduces risk significantly for our clients and eases the technology burden. Dawn is a CPA and a Certified Information Technology Professional (CITP®) with a breadth of business and technology experience, including: Technology Strategic Planning; IT Architecture; Business Process Enablement; System Development, Acquisition, Implementation and Project Management; Information Systems Management; Systems Security, Reliability, Audit and Control; and IT Governance & Regulation. She skillfully and pragmatically answers the question “What do I need most,” so clients may optimize their ROI on technology investments.








Greg Bielski, Chief Financial Officer, AAFCPAs

Greg Bielski is the Chief Financial Officer of AAFCPAs (Westborough, Boston, Wellesley, MA), and is responsible for executing the financial strategy of the firm. Greg is a sophisticated CFO with strategic vision, a forward-looking mindset and a strong financial and operational skill set. He is highly collaborative, analytical, and adaptive to new technologies and has over 30 years of comprehensive financial management experience. He has served as a CFO and finance executive for entrepreneurial commercial businesses and has a proven track record of strengthening financial reporting, streamlining operations and driving profitability.  In addition, Greg has demonstrated success at: controlling costs & expenses, optimizing tax, managing compliance & financial risks, and optimizing IT performance & data security for growth companies in the middle market.






7:00am: Networking Welcome

7:30am - 9:00am: Presentation


This meeting qualifies for 1.5 CPE credits.



Field of study:  Business Management and Organization


Prerequisites: There are no prerequisites for this meeting.


Advance preparation: There is no advance preparation require for this meeting.


Type of delivery method: Group-Live


Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept web-based self-study credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134.




Registration and attendance at, or participation in, FEI Boston meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions, and audiotapes of such events and activities by FEI Boston and other third parties, including but not limited the venue, the host city, and the host CVB. Your registration may include technology that monitors your activities throughout the meeting, such as session attendance and booths visited.




In order to receive a refund, all cancellations must be made in writing to 5:00PM Friday, April 12, 2019. We will not refund any cancellations made after the 12th.

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