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Mid-Atlantic CFO Roundtable – February 2023

February 24 at 8:00 am EST

Don't Miss February's Mid-Atlantic CFO Roundtable - "Live"

A New Year's Economic Update

The Economy - Where is it now, and where is it going?

AND

Profit Optimization - in times of challenge, how to unlock opportunities and increase cash flow.

 

Please join us for our Mid-Atlantic CFO Roundtable on February 24, 2023.

We are looking forward to the Mid-Atlantic CFO Roundtable's first event of 2023 on February 24. This is a program built for Finance Executives. We are extremely fortunate to have two excellent speakers, Leo J. Kelly, III, Founder and CEO of Verdence Capital Advisors, and David Anderson, CEO of TrueNorth Group.

Friday, February 24th, 2023

No cost, 3 CPE hours

Limited to CEOs and Finance Executives

In-Person Event

Schedule

Breakfast and Networking:
8:00 a.m. - 8:30 a.m.

Discussion:
8:30 a.m. - 11:30 a.m.

 

Location

Maryland Center for Housing
11825 West Market Place
Fulton, MD 20759

 

* At this time, masks are not required

MEET THE SPEAKERS

Leo Kelly

Verdence Capital Advisors, Founder, and CEO

Leo is the Founder and CEO of Verdence Capital Advisors. He leads a talented team of private wealth advisors and financial planners who advise high-net-worth family office, business owners, executives, and professional athletes on an array of complex and custom financial solutions. He is an industry thought leader who is regularly featured as a contributor on CNBC, Fox Business News, The Wall Street Journal, Bloomberg TV and Radio, and countless others. Prior to founding Verdence Capital Advisors, Leo was a Managing Director, Partner at HighTower Advisors. He was formerly a Managing Director and Circle of Champions member at Merrill Lynch. Leo began his career in the financial industry in research at Bloomberg, LP.

 

 

 

David Anderson

TrueNorth Group, Founder and CEO

David is the founder and CEO of TrueNorth Group, which helps clients maximize profits. While founding Anderson TrueNorth in 2009, David served as an Executive Advisor to McKinsey & Company (a global strategic advisory firm) and prior held numerous senior-level positions within Cardinal Health, Inc. (a publicly traded Fortune 20 provider of healthcare products and services), including President, Hospital Supply Distribution (a $6B healthcare supply chain business); Executive Vice President Health Systems and Alternate Care (a $22B Pharmaceutical supply chain business); Senior Vice President/GM of Innovation and Strategy and Senior Vice President/GM Strategic Pricing & Operations within the Healthcare Supply Chain Services Sector; Corporate Region Vice President within the Corporate Solutions group; and Vice President, Consulting and Services.

David has served on the Board of Directors for several privately-owned for-profit and nonprofit organizations, including the Howard County Chamber (including as Board Chairman); and There Goes My Hero Foundation.

David is a graduate of Morehouse College in Atlanta, GA, holding a BA in Finance. He completed his Masters of Business Administration at The Johns Hopkins University in Baltimore, MD.

David and his family reside in the Washington D.C. / Baltimore metropolitan area.

 

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Details

Date:
February 24
Time:
8:00 am - 11:30 am EST
Event Category: