About this Event
In this practical session, CFO Todd Serulneck walks through the meetings where financial results come up, the terms you're likely to hear, what they mean in plain English, and how to tell whether a number is good news or a red flag. No accounting background required.
Whatever your role or experience level, you'll learn to:
- Follow the financial conversation in leadership and staff meetings with confidence
- Understand the key terms and what they say about the health of the business
- Ask better questions and connect the numbers to your work
Speaker bio
Todd Serulneck is the founder and Managing Director of Lancaster & Hall, a Charlotte-based fractional CFO firm that helps owners and CEOs of small and mid-sized businesses bring clarity to cash flow, budgeting, and growth planning.
Earlier in his career, Todd served as CFO of Walmart's Eastern Seaboard Division. He also held finance leadership roles at Office Depot, including the forecast and consolidation of the North American retail division. He holds an MBA in Finance and Entrepreneurship from Columbia Business School.
Todd's philosophy is simple: culture first, strategy second, execution third.
Event venue & nearby stays
Matthews Community Center, 100 East McDowell Street, Matthews, United States
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