CFO as a Wingman

New Canaan, CT - October 24, 2019

WHEN: Thursday October 24th from 8:00AM – 10:00AM

WHERE: RFE Investment Partners, 36 Grove St, New Canaan, CT


  • 8:00 – 8:30 Continental breakfast and introductions
  • 8:30 – 10:00 Roundtable Discussion: CFO as a Wingman

DISCUSSION LEADERS:  Harry Somerdyk, Senior Director of Talent Management & Executive Recruitment, RFE Investment Partners
Ned Truslow, Managing Director, RFE Investment Partners


Are you partnering as effectively as you can be with your CEO? Or, are you shooting down each new initiative based on perceived financial and business risks without fully vetting the idea?

It’s not uncommon for a CFO to react to change by seeking to stabilize their environment. This can potentially conflict with most CEOs who tend to be great initiators of change. Inevitably, this can lead to frustration on both parts. One way a CFO can avoid this frustration is by being a sounding board for new ideas. If the CFO is part of the idea-vetting process, he or she will be able to guide the initiative in a way that increases the likelihood of success while appropriately controlling risk. As a result, the CFO develops a better understanding of company goals and is more comfortable contributing their own ideas on how to grow the company. The CFO becomes, in effect, their CEO’s wingman.

At our next session, CFO as a Wingman, we will explore the CEO/CFO relationship from the perspective of outside investors who have had a birds-eye view on many successful and unsuccessful CEO/CFO tandems. They will share their experiences while discussing best practices aimed at fully maximizing the partnership between the CEO and CFO.


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