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Thursday, March 12th
Time: 11:30-1:00
Location: University Tower (12201 Research Parkway, 2nd Floor, Orlando, FL., 32826)
Fee: $20 (Free to Incubator Clients)Lunch will be provided
Please RSVP to Renee Ayala at 407-882-0202 or via email rayala@mail.ucf.edu
Title: Moving from CPA to Controller to CFO
The
terms "CPA", "Controller" and "CFO" are synonymous to some,
and have widely different meanings to others. This
presentation will demystify the misconceptions associated with
each of these terms and clarify the true role of each. You
will gain an improved understanding of each role and be able
to better identify which function you need and when based
on your corporate situation.
PRESENTER:
Russell Slappey, Managing Partner, Nperspective
Mr.
Slappey combines over 15 years of experience in Accounting,
Information Systems and Taxation. He takes ahands-on,
roll-up-your-sleeves approach in working with business owners
both large and small. His services include
providing
interim and on-going CFO services, business and strategic planning,
profitability analysis, budgeting/forecasting, job costing
and work in process reporting systems, cash flow management,
internal staff management and training, assistance with obtaining
financing for growth, merger and acquisition due diligence,
tax research and planning, software conversions and implementation,
financial internal control review and implementation, and SEC
reporting and audit workpaper preparation.
Russell has been at both regional and Big 4 firms working with
a diverse client base and is experienced in cash
management,
risk management, financial reporting, initial public offerings,
SEC reporting, internal controls, business
development,
auditing services and merger and acquisition accounting. Mr.
Slappey also has a depth of experience in corporate taxation
including limited liability entities, compliance, uniform capitalization
rules, and business valuations.
Mr.
Slappey is a Certified Public Accountant (CPA) and a current
member of the FICPA. Mr. Slappey holds a BBA and
Master
of Accountancy from Stetson University. He is currently a board
member and treasurer of the Association for
Corporate
Growth (ACG), Central Florida Chapter, and serves on the Disney
Entrepreneur Center Advisory Board.
Mr.
Slappey is also a volunteer advisor at the Small Business Development
Council (SBDC) - Advisory Board Council.
About Nperspective
Nperspective, LLC is a firm of seasoned financial professionals
whose philosophy is to provide experienced financial leadership
and hands-on management to client companies. We provide
Controller and CFO services on a part time or interim basis for
clients who need CFO-level expertise but may not require or may
not be able to afford it on a full time basis. The
primary objective of our award winning team is to provide strategic
direction in order to increase profitability, grow business operations,
and manage cash flow and internal processes. www.npcfo.com.
Renee Ayala
Administrative Assistant
12565 Research Parkway
Ste: 300
Orlando, FL. 32826
P:407-882-0202
F:407-737-2512
rayala@mail.ucf.edu |
