Managing Business Transformation: CFO Insights Interview with Heather Ogan
Heather Ogan, CFO and Administrative Partner at FLG Partners is a seasoned public and private sector executive. At the fore of the Hotel Tonight acquisition by Airbnb and with leadership roles at Rodan and Fields and StubHub, Heather shares her experience in leading massive business transformations, audits, performance management, and more. She is interviewed by Laureen DuBuono, Managing Partner at FLG.
Creative Strategic and Financing Solutions for Life Sciences Companies
For Life Sciences companies, from early-stage diagnostics to digital health, pre-revenue medtechs to biotechs, tight capital markets in 2024 continue to make financing a tough road for many. Learn from four FLG partners Life Science CFOs how CEOs and boards, in partnership with their CFOs, can leverage new strategies which extend cash runways, identify creative sources of new financing for growth and make pivotal decisions about when to exit via M&A or stay the course on the road to clinical success.
CFO Insights: Monica Stevenson
Learn about the background and career insights of Monica Stevenson, an FLG partner and consumer-centric CFO with deep experience with public and private consumer sector luxury goods companies, domestic and international. Her tenures include over a decade of specialized expertise in consumer & luxury goods, apparel, beauty, retail, wholesale and e-commerce. She has led a diverse set of functional areas including finance, operations, treasury, real estate, legal, risk management, business strategy, merchandising, supply chain, human resources, IT and Investor Relations for the North American operations of global brands such as Tourneau, Versace, Yves Saint Laurent and Dolce & Gabbana. She describes her insights about raising capital in tight market conditions, working with P/E firms and CEOs, lessons learned from integrating acquisitions and the key success factors for CFOs managing global enterprises.
Preparing a Life Sciences Company for an IPO: Hosted by Moss Adams
Join Moss Adams with Partners Stephen Fineberg and Sarah Ratra, Karen Deschaine JD from Wilson Sonsini Goodrich & Rosati and FLG partner Greg Curhan as they discuss the ways that life science companies can prepare for an IPO in today’s tight capital markets. Learn how to build out a support system of external professionals, pitfalls, and strategies for executives in the IPO process, key reporting requirements when going public, how to develop the right internal controls for financial reporting, and about the due diligence process and other legal matters to address during IPO preparations.
CFO Insights: William Atkins
FLG partner William Atkins has had a 30+ year career as both CFO of and advisor to public and private technology companies and at both large companies ($1B+ revenues) and high growth VC and PE backed companies. He has had CFO roles at Calix (NYSE: CALX), a leading, publicly listed, global provider of broadband telecommunications access systems, services and software, at Mobileum, a private equity-backed provider of telecom analytics software and services, at One Concern, a venture capital-backed start-up using artificial intelligence to build a platform that will predict and quantify the impact of natural disasters, at Clarify Health Solutions, an AI-enabled, VC-backed digital healthcare company developing real-time analytics and care guidance solutions, and at Airobotics, a VC backed enterprise-focused robotic drone start-up. In a fireside chat with Managing Partner Laureen DeBuono, William points to the many valuable lessons learned over the course of his career in the technology sector.
CFO Insights: Anne Samak de la Cerda
Learn about the unique complexities of a CFO operating on the international stage across geographies, sectors and companies as consumer and healthcare technology CFO Anne Samak de la Cerda is interviewed by Managing Partner Laureen DeBuono at FLG Partners. Anne has spent her 20+ year career working as a strategy and finance executive at numerous consumer and health technology companies (LeGuide.com, Withings among others), with a focus on scaling operations and successful exits on the international stage and has assisted companies navigate the challenges of high growth including access to capital in both Europe and in the US, as well as M&A, restructuring and exits. Anne joined FLG in 2020. Prior to FLG, she started her career in the UK at PwC, primarily focused on strategic transactions and M&A in the telecommunications industry. She then took on several roles, mostly in strategy, at Vivendi, a media conglomerate in France.
Managing Challenging Board Behavior
Tune in as our panel of four seasoned FLG partners (both CFOs and board members) explore the specific types and challenges posed by problematic BOD behavior, share interesting real-life stories about managing through these situations, describe when to “call out” this behavior and provide best practices in remedying and mitigating such situations.
CFO Insights: Lessons Learned by a Life Sciences CFO (Sandy Gardiner)
Learn about the background and professional experience of FLG Partner Sandy Gardiner including 30+ years of experience as an EVP and CFO at private and public companies in the Life Sciences sector, both domestic and global. Sandy’s tenures include leadership positions at development-stage, pre-commercial to enterprise, commercial $350M+ biotech and medtech companies where she has helped lead numerous financial transactions, including IPOs, secondary offerings, private placements, reverse mergers, rights offerings, ATMs and debt facilities. She has raised over $1Bn in capital and completed many M&A transactions. Prior to joining FLG, Sandy was CFO and EVP at Pulse Biosciences, Inc. and at Cutera, both publicly traded medtech companies. Earlier CFO roles included those at Tria Beauty, Aptus Endosystems, Ventus Medical, Vermillion and Lipid Sciences.
CFO Insights: Lessons Learned by a Life Sciences and Consumer CFO (Nancy Hargreaves)
Learn about the professional background of FLG Partner Nancy Hargreaves, including 20+ years working as a Chief Financial Officer in early-stage commercialization life sciences and high-growth CPG companies following her extensive leveraged and acquisition-finance experience from her early days as an investment banker and as a hedge fund portfolio manager in London. Nancy’s roles include tenures as a CFO at both Recros Medica a clinical stage medical device company and at Ionetix a radiopharmaceutical provider. She was also VP, Business Intelligence at Invuity, a public medical technology company. Nancy has also been CFO at consumer companies, most recently at Trove Recommerce, earlier at Hint Inc. and prior at Dove SPA, a UK, venture-backed salon and spa company backed by Unilever.
Code Red in Retail: Consumer CFO Strategies for Success in 2023
Learn from panelists H. Bob Heller, former Governor at the Fed and FLG partners and consumer CFOs Jennifer Cho, Monica Stevenson and Heather Ogan how CPG, retail and other DTC consumer businesses can weather the recessionary winds as we enter 2023.
Excellence in Board Leadership: Navigating Complex Challenges
Listen to 4 FLG experts describe their experiences as board members and Committee chairs on private and public board directors, essential best practices for directors, key traits of high performing board members and “need-to-knows” for aspiring and current board members at private, public and non-profit boards. Find out how to get on a public or private company corporate board and how to position yourself optimally for board membership.
CFO Insights: Lessons Learned by a Consumer CFO (Mark Archer)
Learn about the professional experience of FLG Partner, Mark Archer. Mark has spent over 30 years in both CFO and President roles at both public and private venture capital and private equity backed companies and has worked extensively with consumer-facing companies such as Jamba Juice and Denny’s as well as specialty retailers and direct to consumer businesses, such as Madison-Reed. Mark’s deep, C-suite experience includes domestic and international operations and turnarounds, M&A and IPOs.
CFO Roundtable: “Consumer CFOs Building Brands”
Learn from four experienced consumer CFOs at FLG Partners about lessons learned by finance leaders about driving brand success across startups to enterprise companies. Listen to their advice about the keys to managing growth successfully, how to evaluate investments from marketing to IT and the issues all CFOs need to be on top of when building a brand whether in e-commerce or classic brick and mortar retail.
Financing Roundtable: “What Do Investors Want?” – Setting Your Next Round Up for Success
Listen to four financing experts and experienced IPO and M&A CFOs from FLG Partners describe their advice for setting your next funding round up for success. They dive into how to dissect the investor landscape, honing your pitch to investors, how the financing process unfolds, issues typically encountered in financing transactions and how to select the right partners for your deal.
CFO Insights: Lessons Learned by a Life Science CFO (Andrew Levitch)
Listen to FLG partner Andrew Levitch describe his extensive experience across Life Science subsectors including biotech, medical devices and diagnostics, to digital health and manufacturing. In addition to 10 years consulting with his firm Finategy, including as an advisor to Merck’s Global Health Innovation fund, Andrew spent 16 years at Merck in strategic, operational, finance, and marketing roles including as Senior Director, Global Scientific Strategy – Portfolio Management, and Chair of the Research Division’s Capital Committee.
Maximizing Performance of the Audit Committee
Learn from four CFO experts at FLG Partners about the key responsibilities of the Audit Chair and CFO in optimizing performance of the Audit Committee. Diving into a discussion about how to choose the right committee chair, setting the committee’s charter, identifying the scope of issues addressed by the committee and how the committee can add value before and during a crisis at the company.
Launching a Life Science IPO in the Midst of COVID: Angion Biomedica
Join FLG Partners for a fireside chat with Angion CEO, Dr. Jay Venkatesan and CFO and FLG partner Greg Curhan for a discussion about the unique challenges and opportunities posed launching Angion’s IPO in February 2021 in the midst of COVID-19.
SaaS Pivots: Best Practices, Case Examples, Lessons Learned
Eric Mersch at FLG Partners hosts an experienced panel of experts from JMP Securities (Erik Suppiger), OPEXEngine (Lauren Kelley), with case studies from Callidus (Ron Fior), Nominum (Ken Chow) and Datrium/VMWare (Mike Park) who discuss business model pivots to SaaS across different types of technology businesses, from software to hardware to cybersecurity. Learn about best practices, lessons learned and the key decisionmaking, operational planning priorities and customer and investor reactions in both successful (and failed) transitions into SaaS models.
CFO Insights: Lessons Learned by a Technology CFO (Ron Fior)
Learn about the important lessons learned by Ron Fior, FLG Partner and a highly respected Technology Industry CFO over the course of his 30+ years in Silicon Valley as a Chief Financial Officer & M&A expert for high growth public and private companies including Callidus Technology, Good Technology, and Absolute Software.
Ensuring SPAC Success
Listen to an experienced panel of financing experts at FLG Partners including Greg Curhan and Eric Hall and Molly Hemmeter, Board member at 2 SPACs, discuss the key decisionmaking, planning and executional considerations companies and boards should address before choosing this direction when seeking access to the public markets for capital.
CFO Insights: How Business Development Informs Critical Decisionmaking by CFOs (Jim Mackaness)
Join a fireside chat between Laureen DeBuono, Managing Partner at FLG Partners and med tech and technology company CFO Jim Mackaness, about the lessons he has learned during his career as a CFO at Invuity and Iridex (among other companies) about strategically leveraging business intelligence to drive better C-suite and board decisions, cross-company actions and more successful company performance.
CFO Insights: Lessons Learned at Consumer Companies (Stephanie Roberts)
Join a fireside chat between Laureen DeBuono, Managing Partner at FLG Partners and consumer products and direct-to-consumer company CFO Stephanie Roberts, about the lessons she has learned during her career as CFO at Old Navy, Specialized Bicycles and as a CFO consultant with Rothy’s, Third Love, Goop and other consumer-centric, high-growth leaders.
CFO Insights: Managing a Global Technology Company Through a Crisis (Kenton Chow)
Join FLG Partner’s Managing Partner, Laureen DeBuono and growth company CFO, Kenton Chow for a one-on-one discussion about the essential “need to knows” for CFOs steering global companies through a crisis such as COVID-19. Learn about the unique issues a pandemic raises for high-growth international companies, how to leverage ambiguity into new business processes and KPIs which drive results, planning and management tips for CFOs which improve decision making in a crisis and how CFOs can work with CEOs, boards and the full executive team to provide the best crisis leadership and advice as part of the C-suite.
Banking During COVID-19: Panel Discussion – June 17, 2020
Join FLG partner, Chris Cook, moderate a panel of experts from the Bay Area banking community provide their valuable insights into how the current climate in the banking industry will change bank behavior and practices as a result of COVID-19. Panelists include Robert Coleman, Regional Accountant, FDIC, Mark Cadieux, Chief Credit Officer, Silicon Valley Bank, Dan Myers, CEO, Bridge Bank, Jeff Wishner, Managing Director, Keefe, Bruyette & Woods and Derek Criswell, Partner, Moss Adams.
Consumer Company CFOs: Learning From Digitally Native Leaders
Learn from FLG partner & CFO Stephanie Roberts why the e-commerce and retail brands which are most successful today are pioneering through data analysis and one-to-one customer-brand relationships new territory and models which legacy consumer brands can learn a lot from.
How Should Your Company Be Preparing for Blockchain?
What should CEOs and CFOs be concerned with in terms of preparing for blockchain’s evolution which will impact supply chain relationships and transactional execution for many businesses in the future. Get the facts from FLG partner and former Coinbase CFO, Tim Laehy.
Pre-IPO Planning for C-Suite Executives: Tax & Other Implications
Listen while FLG partner Eric Hall describes the critical factors any CEO and CFO planning for an IPO should be focused on from a personal tax and financial perspective. FLG Partners provides CFO experts at the C-suite level for pre IPO planning and transaction execution across industry sectors.
Mergers & Acquisitions: What CEOs and CFOs Need to Know
FLG Partner, Bill Leetham describes the key elements that any CEO or Board needs to know when preparing for an acquisition, either buy-side or sell-side. Learn the essential factors which can make the difference for the success of your acquisition strategy.
