CFGI

CFGI Boston’s Network of Women invites you to 𝐒𝐢𝐩 & 𝐒𝐰𝐢𝐧𝐠, a summer golf social for players of every level. 𝐖𝐡𝐞𝐧: Thursday, July 24, 2025 𝐖𝐡𝐞𝐫𝐞: Granite Links in Quincy, Massachusetts 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 2:00 – 4:00 p.m. Driving-range clinic with PGA professionals. Drinks and light bites will be available from the first swing. Clubs and balls provided (bring your own if you prefer). 4:00 – 7:00 p.m. Keep hitting the range or move to the Crossing Nines Pergola Patio just steps away for ongoing networking, cocktails, and appetizers, with priority access to the bays for anyone who wants extra swings. Claim your spot: https://lnkd.in/dnAU6u2w Sharpen your game and expand your network. We’ll see you on the links. #CFGI #NetworkOfWomen #BostonBusiness #SipAndSwing #Networking #Golf

A single summary chart and brief that condenses 1,000+ pages of the One Big Beautiful Bill Act into an 8-minute read.   The Act’s overhaul of §174 R&D, §163(j) interest, bonus depreciation, and more will need to be accounted for in Q3 financials for most calendar-year companies. Inside our new resource:   • Side-by-side view of current vs. new rules • ASC 740 implications for deferred taxes, valuation allowances, and subsequent-event disclosures • Action items to tackle before quarter-close Access the chart and guide here: https://lnkd.in/eRbSVVUg #OneBigBeautifulBill #TaxReform #ASC740 #CFO #TaxAccounting #DeferredTax #CorporateTax #CFGI

📘 New guide: SEC Filing Status Pinpoint whether you’re large accelerated, accelerated, or non-accelerated, and lock in the right Q3 and year-end deadlines. Access here: https://lnkd.in/evvFhPVj Questions? Contact CFGI’s April Coleman. #CFGI #SECCompliance #FinancialReporting #PublicCompanyReadiness

California's landmark climate disclosure laws are creating new, complex compliance challenges. Join CFGI and our partners, Risilience and Watershed, for a live webinar designed to unpack what these new regulations mean for your business and how to provide a clear roadmap. 📅 Wednesday, July 9, Noon ET 📍Register now to secure your spot: https://lnkd.in/dP4RFQaN #CFGI #Compliance #SB253 #SB261 #CaliforniaLaw

We are now at capacity for this exclusive London event tailored for CISOs and security leaders. Looking forward to an evening where the top minds in the space globally discuss what's working now, as well as what to expect for the future.

Please join us in welcoming Oscar Durham as the new Managing Partner for CFGI Dallas. Oscar joins CFGI with over 25 years of experience in financial, operational and technology leadership roles, specializing in solving complex enterprise challenges, and delivering innovation and target outcomes for corporate and private equity clients. He has experience building and leading teams through transaction planning and execution, performance improvement, and tax effective operating model programs, working across multiple industries including Energy & Chemicals, Automotive & Industrials, Engineering & Construction, and Retail & Consumer Products. Prior to his career in management consulting, he served as a Captain of US Marines. “I am excited join CFGI’s Dallas Office at such a pivotal time in our market,” said Oscar. “An exceptional influx of enterprises is moving into the Dallas/Fort Worth market, and with the Firm’s focus on finance and business transformation—backed by our proven track record and deep talent—we are uniquely positioned to help Texas-based C-Suites navigate complexity and accelerate both revenue growth and EBITDA improvement” The CFGI team looks forward to Oscar’s leadership as we continue expanding in the Dallas market and reinforce our reputation as the leading global independent accounting and business advisory firm.  #CFGI #Leadership #FinanceAdvisory #AccountingAdvisory #BusinessAdvisory #BusinessTransformation #Dallas #Welcome

Please join us in welcoming Allison Dyer as the new Managing Partner for CFGI Greater Washington. Allison joins us after more than 30 years at Deloitte, where she led the Greater Washington Area Audit & Assurance practice, advising C-suite executives and audit committees across real estate, consumer, and technology sectors. She combines deep technical accounting knowledge with hands-on operating experience in strategic planning, risk management, and talent development. “I’m honored to join CFGI at a moment of tremendous growth," said Allison. "The firm’s collaborative culture and comprehensive solutions for CFOs make CFGI uniquely positioned to help clients navigate complexity and seize new opportunities." We’re thrilled to have Allison’s leadership as we continue expanding in the Mid-Atlantic region and reinforce our reputation as a premier global accounting and business advisory firm. #Leadership #CFGI #Welcome #BusinessAdvisory #NewChapter #GreaterWashington #AccountingLeadership

🌍 Is Your Business Ready for California’s Climate Disclosure Laws? 🌍    Join us for an insightful fireside chat hosted by CFGI, in collaboration with our partners Risilience and Watershed, as we unpack the implications of California’s climate reporting regulations. 📅 Wednesday July 9th | 12pm ET  📍 Live Webinar Registration Link: https://lnkd.in/dP4RFQaN   This session will equip you with practical, actionable insights to navigate the evolving regulatory landscape, perform an effective climate risk assessment, and understand the challenges and solutions to collecting reliable greenhouse gas data.    This is a must-attend for companies operating in or doing business with California, and for ESG and finance professionals with responsibility for climate change reporting.    Register now to secure your spot!  #CFGIUK #CFGI #CaliforniaReporting #Greenhousegasemissions #Sustainability  

Join us at Hawksmoor Guildhall in London on July 9 at 6 pm for an evening tailored for CISOs and other security-leadership practitioners. Expect open round-table discussions over Hawksmoor’s renowned steaks, seafood, and cocktails with peers who share the same day-to-day security challenges you do.   Did you know? Hawksmoor Guildhall sits just steps from the site of “Dolly’s,” reputed to be the world’s first dedicated steakhouse, opened in the early 1700s, so you’ll be dining where London’s steak tradition was born.   Contact Ninad Purohit to reserve your spot. #CFGI #Cybersecurity #Carlyle #London

Robotics Invest Boston 2025 kicked off with a jolt: J.P. Morgan’s market update showed funding in robotics up 86% YoY, even as total deal count dropped 28%. Bigger checks are chasing fewer, better-prepared companies while a backlog of ~700 unicorns wait for the IPO window to reopen.   In the clip below, CFGI Chief Commercial Officer Justin Femmer kicked off the stage discussion and explains what that shift means for founders, operators, and investors, and why finance discipline now ranks beside engineering as a growth driver.   𝐃𝐚𝐲 𝐎𝐧𝐞 𝐪𝐮𝐢𝐜𝐤 𝐡𝐢𝐭𝐬:    • RaaS is winning wallets. Subscription pricing and flexible deployments are speeding adoption, especially across supply-chain automation.  • Labor-gap narrative eclipses job-loss fear. Logistics, ag-tech, life sciences, and manufacturing leaders see robotics as the answer to looming worker shortages.  • Readiness is the new valuation lever. Clean reporting, audit-level controls, and tax compliance came up in every corridor chat; capital is plentiful only for companies that can prove they’re built for it. Tomorrow (invitation-only roundtable):   𝐃𝐞𝐦𝐲𝐬𝐭𝐢𝐟𝐲𝐢𝐧𝐠 𝐭𝐡𝐞 𝐎𝐟𝐟𝐢𝐜𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐂𝐅𝐎: 𝐓𝐡𝐞 𝐂𝐫𝐢𝐭𝐢𝐜𝐚𝐥 𝐑𝐨𝐥𝐞 𝐨𝐟 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐢𝐧 𝐑𝐨𝐛𝐨𝐭𝐢𝐜𝐬 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 Led by Justin Femmer & Robert Winslow, CFGI They'll share how purpose-built operating models and managed F&A services convert VC traction into audit-ready, exit-ready performance. On-site and want to join the conversation? It’s first come, first served for those registered for the event. #RoboticsInvest #Robotics #StartupFinance #CFO #Boston2025 #VC #PE April Coleman Lance Fournier