Cancellation Policy: WWLI will offer a credit for future events in the event of a cancelled registration.  Registered guests also have the option to send an alternate in their place, assuming the alternate meets the attendee criteria for that event (i.e., must be a member for a members only event).  Please contact [email protected] for questions or cancellations. 

Event Information

WWLI Executive Module - Financials Inside and Out

October 16, 2020
1:00 PM EDT to 5:00 PM EDT
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Merito Group
1934 Old Gallows Rd
Vienna, VA 22182
http://www.meritogroup.com
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Join us for our Financials Inside and Out Module featuring Keynote Kristin Lesher, East Region Commercial Banking Chief, Wells Fargo; Speaker Emily Butler, Partner, CohnReznick; moderator Jeanne Jenkins, Vice President, Wells Fargo; and welcomer Laura Gross, Women on Boards Committee Co-Chair, WWLI.  In this module, attendees will take a close look at Board financial statements through reviewing a corporate FCC filing and 10K annual business filing. Attendees will learn how to read financial statements and footnotes, as well as discuss metrics to evaluate the financial health of an organization.  Additionally, attendees will review the role of the audit/finance committee, understand debt structures, and discuss what questions related to the company financials you should ask during a board interview.  This will be an interactive session, including participating in exercises and Q/A.  Following the presentation, attendees will have the opportunity to network.   

Agenda:

1:00pm – Welcome - Laura Gross, Women on Boards Committee Co-Chair, WWLI

1:10pm - Overview/Introductions - Jeanne Jenkins, Vice President, Wells Fargo

1:25pm - Keynote Speaker: Kristin Lesher, East Region Commercial Banking Chief, Wells Fargo

1:45pm Financials Inside and Out presented by Emily Butler, Partner, CohnReznick

3:45pm - Wrap-up Jeanne Jenkins, Vice President, Wells Fargo

4:00pm - Networking

Speakers bios:

Kristin Lesher - Coming Soon

Emily Butler, CPA, is a partner in CohnReznick’s Bethesda office and a member of the Firm’s Assurance Practice. She has over 15 years of public accounting experience in providing client services in the areas of audit, reviews and compilations, and other relevant accounting services. This experience includes working with real estate funds, real estate developers, and owners and operators of the following assets:  hotels, office, flex, industrial, multifamily, single family, land, and condo development.  Emily is experienced with the requirements of investment funds and with Investment Company Guide – Fair Value, GAAP cost basis, IFRS, and income tax basis reporting.

Emily is responsible for all aspects of audit and management advisory service engagements, including the planning and coordination with clients’ finance and management personnel. This includes the review and evaluation of internal control systems, the determination of audit scope, selection of procedures to be applied, supervision of staff, and work paper review. Additionally, she is responsible for client communications, review of financial statements, and the identification, resolution, and summary of audit issues.

Jeanne Jenkins is a Vice President for the Mid-Atlantic region of Wells Fargo’s Commercial Bank.  As part of The Commercial Bank, Ms. Jenkins focusses on working with middle market companies ranging from $50 Million to $1 Billion in revenues with a focus in the technology space.  She is dedicated in providing credit and treasury management platforms to her clients and leads a team of experienced specialists to offer investment banking, Foreign Exchange and specialty finance for clients in the region.  Jeanne brings a strong strategic and proactive approach to the team to make sure all areas of her client’s needs are addressed.

Prior to joining Wells Fargo Bank in 2011, Jeanne had started her career in Commercial Banking with PNC Bank.  She brings over 13 years of experience in the financial services industry.

Jeanne graduated from Valparaiso University with a Bachelors of Science in Business Administration with a focus in Management and Marketing.  She is active volunteer with Make-A-Wish Foundation locally and serves on the Associate Leadership Council for Junior Achievement Greater Washington.

Laura Gross is the founding Principal of an executive coaching, training, speaking and board of directors consulting practice.  She is the Co-Founder and Co-Chair of The Washington Women’s Leadership Initiative Women On Boards Executive Program, a startup designed to advance diversity on boards of directors. 

Laura is on the Advisory Board of Old Dominion Bank and the Washington Women’s Entrepreneurial Fund. She served on the Washington Women’s Leadership Initiative Board of Directors, Vice President of the Association of Field Staff Employees (NEA) and as the first female Chair of the Board of Directors for the Denver Future Forum.

Prior to establishing her consultancy, Laura spent 23-years at the National Education Association, a 3-million-member global organization, where she served as executive coach to the organizations highest level leaders and assisted national and state governance leaders build strategy and capacity in the areas of strategic planning, leadership development, organizational development, political and legislative campaigns, and membership organizing. 

Prior to her appointment at NEA, Laura served as a Communications and Political Specialist for the South Dakota Education Association. 

Before joining SDEA, Laura worked in the South Dakota state capitol and Washington, DC for U.S. Senator Tom Daschle. She also served as the Finance Director for U.S. Senator Bob Kerrey. 

Laura holds a BS in journalism from SDSU, with a minor in political science.  She was selected as an exchange student through the National Student Exchange at North Carolina State University and holds graduate certificates in Organizational Development from the National Training Lab (NTL) in Bethel, ME; Leadership Coaching from Georgetown University; and Advanced Leadership Coaching from George Mason University.

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Thank you to our event sponsors Wells Fargo and CohnResnick.

      

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This Executive Module, Financial Inside and Out, is available exclusively to Executive Members and is included with your Executive Membership. 

Executive Modules are planned three times per year to provide leadership training for women interested in increasing their Board profile and presence nationally. Executive Level members work with various community stakeholders including networking and interfacing with a wide variety of currently seated board professionals, companies seeking to increase and expand their board diversity, leadership trainers specializing in executive presence, recruiters, other candidates, and more. 

Executive Members who would like to register for this session, please email [email protected]