REINVENT YOUR SALES AND FINANCE OPERATIONS IN 2019

Wine Tasting, Networking and Workshop

This CEO and Owner Seminar is a dynamic, interactive event specifically designed to address the sales and finance challenges faced by small and mid-size companies.

Sales

You will learn the top 10 reasons why sales are not increasing as planned, and the step-by-step action plan that must be undertaken to create the foundation for dramatic sales growth.

Finance

You will learn how Contract CFO services differ from those offered by CPA and Bookkeeping firms, how a Contract CFO can benefit your business, and what to expect when engaging a Contract CFO.

Our Speakers

Jeff Brim, CSL, Sales Xceleration

Jeff has over 30 years of sales and executive sales leadership experience. He operates as a charismatic and polished leader, coaching sales teams to grow their business and also “know” their business. Jeff knows how to scale companies and is passionate about mentoring both sales teams and owners to exceed their sales goals. As a Sales Xceleration Outsourced VP of Sales, he brings executive level sales leadership to small businesses using a “Fractional” engagement model that produces record-setting sales results.

https://www.linkedin.com/in/jeffreybrim/

Matthew Monteiro, CPA, CFA, CTP, CMA, CFM, Bulletproof Finance

Matt has 20 years of Finance and Accounting experience with large companies in the Louisville area. He started Bulletproof Finance in 2018 to provide Contract CFO services to companies which need more than a Bookkeeper, but aren't ready to take on the full cost burden of a CFO. Matt's executive experience goes beyond the numbers to provide the analysis, leadership and strategic insight required from a CFO. Many business owners consider themselves out of the market for a CFO and settle for a lesser service. Other times, business owners take it on themselves leaving less time for what they do best. As a Contract CFO, Bulletproof Finance provides the financial leadership your company needs on a fractional basis, making the service within reach for small to mid-size companies.

https://www.linkedin.com/in/matthew-l-monteiro-cpa-cfa-cma-cfm-ctp-mba-46785917/