more-arw search

Webinar Recording

CFO to Chief Trusted Advisor: Earning that Role with Your CEO

Date: Tuesday, January 27, 2015
Time: 2:00 pm - 3:00 pm EST
The most successful CFOs are the ‘go to’ strategic resource for the CEO. As Chief Trusted Advisor, they provide valuable business insights, strategic recommendations, and help define the future direction of their companies. In this session, many time CFOs Mark Richards and Blair Cook will share:

  • How they deliver value to their CEO by proactively addressing the most business critical questions
  • How they ensure their CEOs and board members have the answers they need
  • How they lead their finance teams in best practice approaches to cash management and business metrics

Mark Richards and Blair Cook will reveal how they “own” the answers to specific questions asked by CEOs including:

  • How should we be measuring our business?
  • Where should we invest the next incremental dollar?
  • What are the current dynamics of our sales funnel?
After attending this event you will be able to:
Deliver strategic insights to your company’s CEO proactively
Earn the position of Chief Trusted Advisor for your CEO
Anticipate key questions your CEO & Board of Directors will ask before they are asked


Blair Cook, CA, CPA, MBA, Corporate Director, Clarke Inc.
Blair Cook, CA, CPA, MBA
Corporate Director, Clarke Inc.
Blair Cook is a many-time CFO, corporate director, and educator working with dozens of public and private companies; and professional bodies and post-secondary institutions across Canada.

His career is divided between academic endeavors, such as developing the new certification program for CPA Canada, and working in the corporate world at the highest levels. As an academic-practitioner, he’s a life-long learner who observes and experiments with various financial and management theories in real world context. He shares stories of success and lessons learned to others who share a passion for developing financial leadership competency. Blair’s focus in recent years has been to define and develop a career path for financial professionals aspiring to the Office of the CFO.
Mark Richards, VP of Finance and Operations, RBA Consulting
Mark Richards
VP of Finance and Operations, RBA Consulting
Mark’s finance background started with traditional accounting & analysis roles, but really built experience with an ‘outside-in’ approach by becoming heavily engaged in revenue generation, marketing, operations and M&A – with his roles and assignments taking him to 140+ cities in 15 countries. Along the way, Mark has served in roles in business development and marketing, which further helped to deepen his business view to become a better finance executive. He often shares the view that ‘finance is the punchline, with sales and operations being the set-up’, and that to be a good finance executive that you must work to understand the business like the CEO.

Prior to RBA, Mark held a global marketing role at SAP, focusing on cloud-based offering for customer engagement, commerce and finance. He was a start-up CFO for 5 years working across multiple industries, SVP Finance for the Royal Bank of Canada’s U.S. Wealth Management division and International Finance for Carlson Wagonlit Travel.

For Proformative, Mark has been on the Advisory Board since 2009, writer/instructor for careers, and presenter for numerous webinars and CFO Dimensions.
Vijay Ramakrishnan, Director of Cloud Solutions, Intacct
Vijay Ramakrishnan
Director of Cloud Solutions, Intacct
Vijay Ramakrishnan is Intacct’s Director of Cloud Solutions, where he helps organizations understand how they can use the cloud to streamline financial management processes and gain new insights to drive business strategies. Prior to Intacct, Vijay was at Taleo, where he helped HR leaders use workforce data to make their organizations more effective. Through his 15 years of experience in the software industry, Vijay has always been focused on how organizations can capture and analyze the right data to optimize performance.
John Kogan, CEO, Proformative
John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.


Event Sponsor Intacct
Intacct - Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications, in use by more than 8,500+ organizations from startups to public companies, are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.