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Is This the Exit? Evaluating Exit Options

Chris Davis

Chris Davis, CFO of Managed by Q, hosts a dinner with other finances leaders to discuss evaluating or preparing for liquidity events. 


An exit is never off the table for growing companies. However, questions like "When to exit?", "How to exit?", even "Why exit?" are more difficult to answer than "How much wood can a woodchuck chuck?" Share experiences and insights with finance executives about evaluating exit opportunities. 

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Wednesday, July 10, 2019 at 6:30 PM

New York, NY

Confirmed guests

Jonathan Appel
Amaury Dauge
Adelina Pepenella
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Money Matters: Managing the Digital Cash Economy

Sonia Nagar

Join Sonia Nagar, Partner at Prtizker Group, for a night of good food, drink, and excellent conversation. Gather with other company leaders to discuss the impact of a cashless world. 


In a world where card and app are queens, managing, leveraging, and improving these alternate methods of payment requires insight and vision. Where does cryptocurrency fit in with digital payment apps? Will the QR code, so popular in China, ever make it to western markets? Meet with other founders and executives to discuss the future of consumer money management. Share insights, strategies, and tactics that will help your company navigate a cashless economy. 

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Monday, June 17, 2019 at 6:30 PM

Chicago, IL

Confirmed guests

Carrie Bienkowski
Brian Bar
Mary Laube-Gale
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Finding "Big Short"-cuts in Deal Flows

Peter Lehrman

Join Peter Lehrman, CEO of Axial, for an invite-only dinner of company leaders. Meet with other executives to discuss when to buy, when to sell, and when to wait. 


We don't all need to have the outlook of The Big Short's Mark Baum. Hating the market doesn't help make businesses run, no matter how many famous people explain economic levers. Gather and share insights with other investment leaders that make finding and striking the right deals a cinch. 

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Thursday, June 06, 2019 at 6:30 PM

New York, NY

Confirmed guests

James Rohrbach
Emily Chen
Milton Lee
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The Perfect Funnel: Creating the Most Effective User Experience to Drive Conversions

Ted McNamara

Join Ted McNamara, CFO and Treasurer for M. Gemi, for an invite-only dinner of company leaders. Meet with other executives to discuss the tactics and tools that create the perfect customer experience from start to sale. 


For any business with a website, the perfect funnel is the holy grail. Every click is another point where a potential customer could exit. Gather with other company leaders to discuss the insights and challenges present in crafting a flawless funnel that ensures a solid bottom line. 

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Tuesday, May 21, 2019 at 6:30 PM

Boston, MA

Confirmed guests

John Lara
Ryan Boyko
Dmitriy Peregudov
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Navigating Regulation at the Same Speed of Innovation

Michele Teichner

Join  Michele Teichner, Chief Compliance Officer at TD Bank, for a night of good food, good drink, and even better conversation. Talk with other finance peers about the challenges and successes of balancing new technology and industry regulation. 


The speed new tools and technology develop far outpaces the regulations applied to these innovations. It begs the question: how does one infuse innovation into an organization while staying compliant? Join other finance professionals to discuss and discover the best tactics and strategies for disrupting while regulated.

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Thursday, April 04, 2019 at 6:30 PM

New York, NY

Confirmed guests

Carmine DeVito
John Rendina
Jessica Guild
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How Financial Services are Taking AI to the Next Horizon

Betty DeVita, ICD.D

Join Betty DeVita,  Chief Commercial Officer at Mastercard, for a private, invite-only dinner with New York's top executives leading the banking industry.


You'll enjoy great food and drink, mingle with peers and share ideas during a dinner conversation around

the role that emerging technologies, such as robotic process automation and AI have on the banking industry and the challenges associated with it. We hope you can join us for a memorable meal.

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Wednesday, February 20, 2019 at 6:30 PM

New York, NY

Confirmed guests

Carrie Jaquith
Michele Teichner
Debra Huddleston
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New York CFO Dinner

Amy Wu

Join Amy Wu, CFO at Discovery Communications, for a private, invite-only dinner with Finance Executives in the New York area.


You'll enjoy great food and drink, mingle with peers who share your professional challenges, and share ideas . We hope you can join us for a memorable meal.  See you on November 27th!

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Tuesday, November 27, 2018 at 6:30 PM

New York, NY

Confirmed guests

Amir Feder
Brian Christu
Andrea Blankmeyer
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How AI and How We Work With It Will Impact Financial Services in The Next Decade

Charlie Maikish

Please join Charlie Maikish, Former Chief Operating Officer, Global Corporate Real Estate at Citi, for an invite-only dinner with fellow finance and operations executives.


We'll have a lively discussion surrounding AI and it's impact to financial services.  Most importantly, it will be a night of wonderful food and drink, while mingling with other industry leaders and catching up with familiar faces.


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Tuesday, November 13, 2018 at 6:30 PM

New York, NY

Confirmed guests

Jeanne Jang
Sean Wilhelm
Angel Lorente
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A discussion of the “Wayfair” economic nexus ruling

Marty Meyer David Moon

Join Marty Meyer, CFO of Sailthru, and other members of the CFO Roundtable community, for a discussion about the recent ruling on economic nexus (and a fantastic lunch). 


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Tuesday, October 02, 2018 at 12:00 PM

New York, NY

Confirmed guests

Gillian Munson
Adi  Dehejia
Edward Urban
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A Dinner for Leaders in Finance

Matt Harris

Please join Matt Harris, Managing Director at Bain Capital Ventures, for an invite-only dinner of finance leaders.


There will be a short discussion surrounding different avenues to drive innovation within financial institutions. More importantly though, over a night of wonderful food and drink, you'll have the chance to meet new people and foster new relationships across the board.


Hope to see you there!

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Tuesday, June 26, 2018 at 6:30 PM

New York, NY

Confirmed guests

John Neary
Charlie Maikish
Mark Erickson
See all 11 confirmed guests

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We're building an authentic community of professionals that powers life-changing relationships. To become part of our community, attend events, and browse our complete list of Voray events, sign up below.

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