Ask the CFO + Key Performance Metrics

Become 1 of 5 winners that will receive a fractional CFO for 3 months, a $1500 value!

The Nasdaq Center is grateful to be joined by experts at Arena CFO and BMO for an interactive session in which you’ll have the chance to directly engage with a fractional CFO to better understand how key metrics can work to your advantage as you look to continuously assess and maximize your organization’s financial performance. You’ll hear actionable insights from an expert CFO and have the opportunity to get all your burning questions answered regarding how you can leverage key metrics to make better financial decisions for your organization. Don’t miss this chance to boost your company’s financial wellbeing for long-term growth and success!

Key Takeaways:

• Gain exclusive access to expert advice from Arena CFO as they share invaluable insights and strategies based on specific business questions.
• Registrants will have the opportunity to pose questions directly to an expert CFO in this interactive session
• Explore the critical role of key performance metrics in driving business success.
• Learn how to easily identify, measure, and leverage the most impactful metrics to monitor a company’s financial health, optimize performance, and make data-driven decisions that propel growth.

OUR SPECIAL GUESTS

Heather Tuason 

Founder and CEO, Arena CFO 

Heather is a Stanford grad where she studied product design, she is the founder and CEO of Arena, a fintech company aimed at supporting businesses with fractional CFO and accounting services. After spending over 20 years in banking it was clear that businesses needed much more than a bank could offer to succeed and thrive! At Arena clients receive a fractional CFO that they can hire as they grow, accounting professionals and experts in early stage, growth stage and exit stage companies. We pride ourselves in watching our clients achieve the optimal profit margin for their business while proactively managing their finances. 

Adam Baker 

CFO, Arena CFO 

Adam Baker is a fractional CFO at Arena, he has over 10 years of professional experience across various industries. As a fractional CFO, Adam has partnered with multiple small to medium businesses to help them grow. These include a variety of startups, SaaS firms, retail shops, travel agencies and engineering firms.  

Prior to becoming a fractional CFO, Adam excelled in corporate finance for a $1B+ global manufacturing business spanning data analytics, FP&A and product management support.  He enjoys working collaboratively with teams to strategically and tactically accelerate business growth. He has an MBA and MSF from Indiana University. 

Ronald L. Milsap

Director, U.S. Zero Barriers to Business, BMO

Ronald L. Milsap is Director, U.S. Zero Barriers to Business, where he is responsible for managing and leading programming for under-represented and underserved, specialty programs, as well as developing specialized strategy, customized products, training and education across BMO Bank, N.A. U.S. footprint. Ron has over 17 years of blended banking experience in commercial underwriting, business banking relationship management and sales, and retail banking management. Prior to joining BMO, Ron served as the CRA Officer for Providence Bank & Trust overseeing its lending, services, and investments into low-to-moderate income communities. Ron is passionate about serving the diverse needs of communities, non-profits and small businesses and leveraging his skills to deliver innovative, industry-specific financing and cash management solutions to help BMO clients realize their vision for success. Ron earned his bachelor’s degree in Business Administration with a concentration in Finance from Morehouse College in Atlanta, GA. Ron is a Leadership Greater Chicago Fellow and a graduate of the Chicago Urban League’s IMPACT Leadership Development Program. Ron serves on the boards of Invisible Institute, E.G. Woode and the South Shore Chamber of Commerce. Ron is an advisory board member of Community Desk Chicago and a volunteer and mentor with several youth-based organizations. Ron currently resides in Chicago with his wife, son, and daughter.

The Nasdaq Entrepreneurial Center is a 501c(3) public charity whose mission it is to make entrepreneurship accessible to all. We deliver world-class resources and mentoring to enable every entrepreneur across the globe to realize their maximum potential. Please join us and make your gift to ensure these transformative programs may continue to reach the underserved.

All Nasdaq Entrepreneurial Center programs and services are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least 48 hours in advance of this event; please send an email to [email protected] with the subject header ACCOMMODATION REQUEST. For assistance with registration or other technical difficulties, please contact [email protected]