The Research Triangle Park

RTP CFO Forum: Board Expectations of the CFO

Raleigh, NC Apr 20 7:30 am - Apr 20 9:00 am

The RTP CFO Forum will hold its next monthly meeting on Thursday, April 20, 2017.
The organization serves as a peer-to-peer networking opportunity for approximately 250 senior financial executives in the Triangle area to discuss topics of interest.

Please RSVP by April 17, 2017 to Melanie at 919.232.5982 or email [email protected].

7:30 a.m. - 8:00 a.m. Networking
8:00 a.m. - 9:00 a.m. Program

Meeting Location: Hughes Pittman & Gupton, LLP • 1500 Sunday Drive • Suite 300 • Raleigh

Topic: Board Expectations of the CFO

Speaker: Jack Finley, CPA, Director on multiple corporate boards

In this presentation, Jack Finley, an experienced Board Member, will discuss, from a board perspective, the board’s relationship with and expectations of the Company’s CFO. He will discuss the technical, tone, and “soft skills” expectations. Using real-world experiences, Finley will address best practices and do’s and don’ts for CFOs.

Jack is a certified public accountant with over 40 years of experiences in public accounting, having served as a Partner with international accounting firms KPMG and Grant Thornton LLP. He also has over 30 years of experience as a nonprofit board member, and 11 years on for-profit boards of directors. Finley currently serves on the board of three nonprofits: the Research Triangle Chapter of the National Association of Corporate Directors, the North Carolina Theatre, and Haven House Services. He is also a Director of AgCarolina Farm Credit, a $1.5 billion farm credit bank headquartered in Raleigh, where he has served on the audit, compensation, and governance committees. Currently, Finley is an Advisory Director of BOK Financial Corporation, a public $32 billion bank holding company headquartered in Tulsa, Oklahoma, and serves on the audit committee. Finley is a candidate for director at the April 25, 2017 annual shareholders’ meeting.

Please RSVP by Monday, April 17, 2017, to Melanie Hartman at [email protected] or call 919.232.5982. Attendance is limited to CFOs or senior financial professionals in similar positions.

About RTP CFO Forum:
The RTP CFO Forum serves approximately 250 CFOs and similar senior financial executives in the greater Raleigh, Durham, and Chapel Hill region. The Forum is designed to provide interactive networking and discussion of technical and strategic topics in an environment created exclusively for senior-level peers. CPE is provided on select topics. To learn more, visit

Please note that the RTP CFO Forum is typically scheduled for the third Thursday of every month from 7:30 a.m. - 9:00 a.m. Our next meeting is scheduled for Thursday, May 18, 2017.

The RTP CFO Forum is sponsored by Hughes Pittman & Gupton, LLP.

LOCATION: Hughes Pittman & Gupton, LLP 1500 Sunday Drive, Suite 300 Raleigh, NC 27607

For more information, please contact us.