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The Strategic CFO by FEI
FEI Silicon Valley
30 episodes
6 days ago
Hosted by Jan Robertson, The Strategic CFO is the Financial Executives International’s premier podcast. In this show, Robertson will speak with esteemed guests of high-ranking thought leadership to provide meaningful insights and best practices on the financial world. Keeping up to date with modern trends, political climates, and technological advancements Jan and guests will share eye-opening information that can impact the very way you organize your financial fulfillment.   The Strategic CFO also is the essential tool for the broad scope of financial executives as engaging with this show will provide Continuing Professional Education (CPE) credits. Tune in, reflect, and leave us a comment on LinkedIn or a review to get your credits today. Financial Executives International (FEI) is a leading association comprised of Members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances Member professional development through peer networking, career management services, conferences, research and publications. Members participate in the activities of local Chapters in the U.S. FEI headquarters is located in Morristown, NJ. Jan Robertson, a 30-year veteran of the M&A business, is a frequent speaker and author on topics related to M&A. She has advised numerous technology company clients and boards of directors on a wide variety of M&A transactions during her career. Ms. Robertson is a founding member of the Silicon Valley Chapter of Women Presidents’ Organization (WPO), and has served on the boards of directors of National Association of Women Business Owners (NAWBO) Silicon Valley Chapter as President for 2012-13 and the Peninsula Symphony, and currently President (2020-21) of the Silicon Valley Chapter of Financial Executives International (FEI). 
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Investing
Business,
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Entrepreneurship
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All content for The Strategic CFO by FEI is the property of FEI Silicon Valley and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Hosted by Jan Robertson, The Strategic CFO is the Financial Executives International’s premier podcast. In this show, Robertson will speak with esteemed guests of high-ranking thought leadership to provide meaningful insights and best practices on the financial world. Keeping up to date with modern trends, political climates, and technological advancements Jan and guests will share eye-opening information that can impact the very way you organize your financial fulfillment.   The Strategic CFO also is the essential tool for the broad scope of financial executives as engaging with this show will provide Continuing Professional Education (CPE) credits. Tune in, reflect, and leave us a comment on LinkedIn or a review to get your credits today. Financial Executives International (FEI) is a leading association comprised of Members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances Member professional development through peer networking, career management services, conferences, research and publications. Members participate in the activities of local Chapters in the U.S. FEI headquarters is located in Morristown, NJ. Jan Robertson, a 30-year veteran of the M&A business, is a frequent speaker and author on topics related to M&A. She has advised numerous technology company clients and boards of directors on a wide variety of M&A transactions during her career. Ms. Robertson is a founding member of the Silicon Valley Chapter of Women Presidents’ Organization (WPO), and has served on the boards of directors of National Association of Women Business Owners (NAWBO) Silicon Valley Chapter as President for 2012-13 and the Peninsula Symphony, and currently President (2020-21) of the Silicon Valley Chapter of Financial Executives International (FEI). 
Show more...
Investing
Business,
Careers,
Entrepreneurship
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Valuation Moves That Save Millions
The Strategic CFO by FEI
47 minutes
1 week ago
Valuation Moves That Save Millions
Family Business Valuation: Avoid the Trap Is your family business planning a transition? Are you gifting shares after receiving an LOI? Could poor timing inflate your tax burden? 💼 Listen to the upcoming episode of the Strategic CFO Podcast. Petra Loer outlines how valuation timing can make or break estate and exit strategies. She explains why gifting or transferring shares before receiving outside indications of value—like a term sheet—is essential for protecting long-term outcomes. Connect with Petra on LinkedIn: https://www.linkedin.com/in/petra-loer-979b7914 —Petra Loer, Managing Director, Andersen
The Strategic CFO by FEI
Hosted by Jan Robertson, The Strategic CFO is the Financial Executives International’s premier podcast. In this show, Robertson will speak with esteemed guests of high-ranking thought leadership to provide meaningful insights and best practices on the financial world. Keeping up to date with modern trends, political climates, and technological advancements Jan and guests will share eye-opening information that can impact the very way you organize your financial fulfillment.   The Strategic CFO also is the essential tool for the broad scope of financial executives as engaging with this show will provide Continuing Professional Education (CPE) credits. Tune in, reflect, and leave us a comment on LinkedIn or a review to get your credits today. Financial Executives International (FEI) is a leading association comprised of Members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances Member professional development through peer networking, career management services, conferences, research and publications. Members participate in the activities of local Chapters in the U.S. FEI headquarters is located in Morristown, NJ. Jan Robertson, a 30-year veteran of the M&A business, is a frequent speaker and author on topics related to M&A. She has advised numerous technology company clients and boards of directors on a wide variety of M&A transactions during her career. Ms. Robertson is a founding member of the Silicon Valley Chapter of Women Presidents’ Organization (WPO), and has served on the boards of directors of National Association of Women Business Owners (NAWBO) Silicon Valley Chapter as President for 2012-13 and the Peninsula Symphony, and currently President (2020-21) of the Silicon Valley Chapter of Financial Executives International (FEI).Â