FLG Partners is pleased to announce the launch of our CFO Essentials Workshops. Join us on October 20th 2022 at the Ritz Carlton San Francisco.

Our 2021 events have been postponed until 2022 due to an abundance of caution around indoor events with multiple attendees and the COVID pandemic.

With today’s challenges and multitude of demands, the role of the Chief Financial Officer has significantly evolved. Today’s CFOs are not just the gatekeepers of financial information, but also serve as strategic partners to CEOs and Boards. CFOs creatively manage crises and solve their companies’ most pressing business challenges.

FLG Partners’ CFO Essentials Workshops provide CFOs and senior finance professionals with a comprehensive educational platform, helping them to develop their leadership and strategic skills and better enabling them to effectively partner with CEOs, Boards and investors, while navigating complex business problems, leading crisis management initiatives, and continuing to drive growth, profitability, and positive cashflow.

Listen to Managing Partner, Laureen DeBuono explain why you should attend:

At these highly interactive workshops, you will learn from an experienced faculty of senior-level CFOs and professional experts with deep expertise across industry sectors, operating business scenarios, growth dynamics and financing transactions:


8:30 – 9:00 AM Continental Breakfast  
9:00 – 9:15 Welcome and Introductions Laureen DeBuono
9:15-10:00 “He Says – She Says”: Two CFOs Share What You Need to Know About the Fundamentals of Finance Patty Fukami &
Mike Gennaro
·         Managing Finance Operations Effectively
·         Digital Transformation & Leveraging Automation & Tools
·         Managing the CEO and the Board
·         The CFO and Fundraising
10:00 – 10:30 Risk Management Do’s and Don’ts: D&O Insurance – Tips from a Pro Priya Huskins
Woodruff Sawyer
  ·         Risk Management Fundamentals  
  ·         What an Insurance Broker SHOULD Do  
  ·         D&O Insurance: Private & Public Company Scenarios  
10:30 – 10:45 BREAK  

10:45 – 11:45
Learn from the Leaders: Managing Your Most Critical Relationships Laureen DeBuono & Ron Fior
  ·         Working with CEOs: Trust, Credibility, Communications & Independence
  ·         Working with a Board: 5 Ways to Wow Them & Board Committees
  ·         Cross Functional C-Suite Leadership & Driving Change: Best Practices
  ·         Building a Finance Organization: What Matters Most, When
  ·         Auditors: Choosing the Right Resource & Leveraging Insights  
  ·         Instilling the Right Culture: Inclusion, Diversity & Equity  
11:45 – 1:00 PM WORKING LUNCH with  Carole Robin, PhD, cofounder of Leaders in Tech and coauthor of Connect: Building Exceptional Relationships with Family, Friends and Colleagues  
1:00 – 1:45 Communication: How to Persuade Effectively (Patty, Mike) Patty Fukami &
Mike Gennaro
  ·         How You Persuade: Credibility & Leadership
·        Effectively Communicating Across All Levels and Functions of Your Organization
·        Effective Financial Presentations
·         Managing in a World of Virtual Connections & Distributed Workforces  
1:45 – 2:45 Crisis Management: A CFO in Action Kenton Chow
·         Jumio Casestudy: What Happens When a Global Pandemic Wreaks Havok on Your Workforce?
·         Wine.com Casestudy: How to Avoid a Cyber Breach
·         Lessons Learned: 3 CFO Steps for Proactive Crisis Management
·         Tylenol’s Tampering Issue: What Went Right
2:45 – 3:00 BREAK
3:00 – 4:00 Group Break Outs: Case Studies
4:00 – 5:30 CFO Networking & Champagne Reception FLG CFOs Join Attendees


The Ritz Carlton San Francisco in the Terrace Room with access to the outside Courtyard


October 20, 2022


$1,200 for full-day live session with working lunch


  • New CFOs and VPs of Finance who want to broaden their leadership, strategy, technical and communication skills.
  • CFOs of smaller or mid-size entities who are transitioning to larger entities or evolving CFOs taking on increased responsibilities.
  • Early-stage or mid-stage company executives as well as other senior leaders who want to further develop their financial acumen.

Ritz Carlton Parking Options via Spotangel.com:



Ritz Carlton San Francisco