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Financing Options for Growth | Hosted by: CFO Leadership Council Dallas TX Chapter

November 14, 2017 @ 7:30 am - 9:30 am


Financing Options for Growth
hosted by
The Dallas CFO Leadership Council
Tuesday, November 14, 2017
7:30 – 8:00 AM Networking | 8:00 – 9:40 AM Program
Capital: The lifeblood of every company, from private start-ups to mature public companies. Businesses need it to operate – but not every organization generates enough cash to consisently fund operations. So, how to you keep your business up and running? What financing vehicles are available? What connections do you need? What process should you expect? What are the potential costs involved? Join our panel of experts as they discuss the various options in front of you. You’ll come away armed with everything you need to know about securing capital for your next growth initiative.
Who Should Attend
CFOs and other senior finance executives interested in learning the latest financing vehicles available to support growth or other corporate initiatives.
Learning Objectives
Understand the key elements of distinct vehicles for raising capital
Gain perspective of important considerations before choosing the vehicle that meets your company’s strategic objectives
Explore the pros & cons of each funding option


Click here to learn more about CFO Leadership Council.
All current CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $50.
Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) cannot attend this event. The CFO Leadership Council reserves the right to decline any registration.

More Information
For more information about this program or The CFO Leadership Council, please contact Jeanene Orlando, Southwest Regional Director, The CFO Leadership Council, at jeanene@cfolc.com or Erin Gardner, Southwest Marketing Director, The CFO Leadership Council, at erin@cfolc.com .
Cancellation Policy

If you would like to cancel your ticket or request a refund, please contact Erin Gardner at email above. Refunds are available up to 48 hours prior to the program.
CPE Information
Program Level: Advanced
Worth CPE: 2 Credits
Field of Study: Other
Program Prerequisites: None
Advanced Preparation: None
Delivery Method: Live/Group
The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org
We have registered with the Texas State Board of Public Accountancy as a CPE sponsor (01034). This registration does not constitute an endorsement by the Board as to the quality of our CPE program.
About our Speakers
Carla I. Phillips, Former CFO at London Broadcasting Company
Carla is an operationally focused middle-market financial leader with over twenty years of financial and management experience. Most recently, she served as CFO of London Broadcasting Company.
Prior to that, she held corporate and divisional positions with various companies including ABC Radio Networks, Sinclair Broadcast Group, Belo, CBS, Jefferson-Pilot and Clear Channel. She is active in various organizations including Financial Executives International, the Institute for Excellence in Corporate Governance, and the Alliance of Merger and Acquisition Advisors. Carla also serves on the Board and Governance committee of the Dallas Summer Musicals and is a founding member of the DFW chapter of the CFO Leadership Council, serving on the Board and Steering committee.

Michael Parrish, Business Banking Client Manager at Bank of America Merrill Lynch
Michael leads a team of Finance professionals who work together to leverage the banks’ balance sheet to offer financial solutions for businesses strategic operations. Michael’s team includes Conventional Finance, Equipment Finance/Leasing, Trade Finance & SBA experts that structure credit offerings to help clients manage their business efficiently. He focusses on Middle Market growth companies headquartered in North Texas.

Mark Champion, CFA, SVP, Sr. Business Development Officer at Bank of America Merrill Lynch
Mark Champion is a Senior Vice President for Bank of America Business Capital and is responsible for originating and structuring asset-based solutions for companies in the South Central US and Western Canada. Mark has more than 25 years of experience in asset-based lending, credit analysis and structuring, and business development.
Mark is a past president and Capital Connection conference chairman, and current advisory board member of the Dallas/Fort Worth chapter of the Association for Corporate Growth (ACG). He is also member of the Commercial Finance Association, the Turnaround Management Association, and the CFA Society of Dallas/Fort Worth. Mark is a Chartered Financial Analyst (CFA) and holds a bachelor’s degree in Finance from the University of Oklahoma.

Barrett Lidji, Vice President at Congruent Investment Partners
Barrett joined Congruent Investment Partners, LLC in 2015, where he focuses on business development and investment underwriting.
Prior to joining Congruent, he served in various roles at Lone Star Funds where he worked on buyout transactions, distressed debt, and par lending opportunities. He began his career at FTI Consulting as a restructuring professional where he served as a financial advisor to companies in distress and bankruptcy throughout the financial crisis.
Barrett earned a bachelor’s degree in Finance with a minor in Philosophy from the University of Georgia, and he earned his JD/MBA from Southern Methodist University.

Tim Wegener, Co-Founder & Partner at Caruth Capital Partners
Tim is a co-founder and partner at Caruth Capital Partners (“CCP”), an independent private equity firm headquartered in Dallas, Texas. CCP looks to acquire controlling interests in lower-middle market businesses and partners with management to accelerate growth and meaningfully improve operations through disciplined value-creation methodologies.
Prior to co-founding CCP, hewas a principal for a Dallas-based private equity fund, where he led the first investment in the most recent fund and was Chairman of that business.
From 2006-2015, Tim was a Managing Director and Co-Head of Private Equity for Thrivent Financial, a $100 billion insurance company in Minneapolis. While at Thrivent, he led the development of the private equity portfolio, growing it from $0 to $2.5 billion during his tenure.
Tim and his wife, along with their two children, live in Addison.


November 14, 2017
7:30 am - 9:30 am


Vinson & Elkins, LLP Dallas
Trammell Crow Center, 2001 Ross Ave 39th Floor
Dallas, TX 75201 United States
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