Lowell 1-2
Ask the CFO: Lessons from 30 Years in the CFO Seat, with Lowell Mora
LM
Tuesday, November 17 · 11am – 12pm EST
in …

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Most people growing toward the CFO seat have questions they can't take to anyone at work. How to handle an owner who won't listen, whether you're ready for the next role, what to do when the numbers say one thing and the room says another. You can read about all of it, but a useful answer depends on your situation, and it helps to hear from someone who has sat in the chair.

In this session of Ask the CFO, there is no guest. I'll share lessons from the work and open the floor so you can get to know me as a mentor, bring your questions or concerns, and hear how I think through a problem. I'll draw on real stories from 30 years in finance, most of them inside family-owned businesses.

Come with a question, or just come to listen. Both are welcome.

You can expect:

  • A chance to ask me about the CFO path, working with owners, or a decision you're facing
  • Honest answers from my experience, including what I got wrong
  • Practical, creative ways to approach problems that may look like they only have one answer
  • The questions other finance professionals and business owners bring, which are often your own
  • A feel for what it's like to work with me, before you decide if it's a fit

This session is also a first look at the Unwritten CFO, a live group I'm launching in January for people growing toward the CFO seat.