Practice Group: Financial Services

The Financial Services Practice Group is focused on strategic guidance, planning and recruiting services for regulated and non-regulated financial institutions.   Check out the practice page to learn more about the people who serve this area, the services that CFOs2GO provides to global companies, and to read client success stories. 


 

The Issue – September 2017

In this issue, Chris Chillingworth discusses how psychology impacts business decision making, and why people make seemingly irrational decisions. The discussion is based on book released earlier this year, The Undoing Project by Michael Lewis, which is a fascinating read. Read More

Protecting Your NPO: Take A Deeper Look at Enterprise Risk Management

In this blog, CFOs2GO co-leader of the Non Profit Practice, Jess Gutierrez, discusses the complexities surrounding Enterprise Risk Management in Non Profit Organizations and the importance of understanding them. Read More

“Hello. We want to buy your Company.” Now what do you do?

In this blog, CFOs2GO lead partner of Strategic Services Practice, Tom Sheppard discusses the process of selling your company and shares the questions that need to be addressed in this process. Read More

Financial Services Practice Group

Strategic guidance, planning and recruiting services for regulated and non-regulated financial institutions. Read More

Financial Reporting for the Growing Manufacturer

In this blog, CFOs2GO lead partner of Food & Beverage Practice, Jack Doty, answers several questions and misunderstandings that surround financial reporting systems. Read More

1031 Exchanges – Will sound tax policy save them from extinction?

In this blog, CFOs2GO lead partner of Real Estate and Construction Practice, Bill Klein, shares his experience and discusses the new Administration’s decision to do away with Section 1031 of the Internal Revenue Code of 1986 and the consequences that could follow. Read More

Surviving M&A Due Diligence

In this blog, Joe Markunas discusses the challenges of Due Diligence in an M&A Transaction. He explains why; if you are or will be entering into a sale or merger event, or if you are a professional adviser to a client doing so; your transaction will be enhanced by our CFOS2GO Due Diligence support. Read More

Is the Deck Stacked Against Foreign Firms Entering the U.S.?

In this blog, founding Partner, Bob Weis cites a blog in The Economist that discusses the challenges foreign firms face when entering the US Market. He then explains how local expertise will likely turn the negative numbers described by The Economist in your favor. Read More

The Life Science Blog Series No. 1: Using Venture Debt Effectively

In this blog, CFOs2GO’s lead Partner of the Life Science and Healthcare practice group, Joe Markunas and Bridge Bank’s Vice President of Life Sciences group, Fred Lee discuss the importance of using venture debt as an early stage funding option to benefit companies, and explain how a loan facility can fit into the company’s broader operational and financial plans. Read More

Michaela Gifford

Michaela is a Consulting CFO, with a unique blend of financial analysis and planning through … Read More