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Five CFO Focus Areas for Q4

September 14, 2023 @ 11:00 am - 12:00 pm

Q4 is almost here, and we are all sharpening our focus as we wind down this year and turn the corner to 2024. Join Charles River CFO for this quarter’s webinar conversation with a panel of our experts who will engage with you on five top business topics.


  • “Thinking about going public next year? Options and a timeline.” Kevin Sarney, CPA, Life Science Practice Leader
  • “Maximizing cash flow.” Gardner Oleson, CPA, Technology Practice Leader
  • “Tax planning if you intend to own your business for a long time.” James Crane, CPA, Tax Services Practice Leader
  • “Nonprofit KPI found in your financial statements.” Kate Leahy, Director and Client Service CFO, Nonprofit and Social Enterprise
  • “Year-end HR planning.” Theresa Moran, PHR, Client Service HR Advisor


September 14, 2023
11:00 am - 12:00 pm


Online webinar
United States