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Best Practices for CFOs of Small to Mid-Sized Companies

Financial Executives International (FEI)
April 16, 2009

Pamela Smith Holleman spoke at a Financial Executives International program entitled "Best Practices for CFOs of Small to Mid-Sized Companies."  

Discussion topics included:

  • How to prevent becoming the next CFO who has to explain "auction rate"
  • Should I restructure my lease? What types of terms can I expect?
  • How can you protect your position if a customer is slipping into the "zone of insolvency"
  • What terms will cause unexpected accounting treatment in an equity financing?
  • Should you have your own cash in more than one bank?
  • Should you change your investment policy?
  • What terms to avoid in a lease?

Other panelists included:

  • Scott Goodwin, Wolf & Company
  • Dan LaPLante, Citizens Bank
  • Tim Myllykangas, CreasaPartners