5JANUARY - FEBRUARY 2025CXO INSIGHTSCXO INSIGHTSTHE CHANGING ROLE OF FINANCE, AND FP&A IN THE MODERN BUSINESS ENVIRONMENTCHRISTINA HOMBURG,GLOBAL HEAD OF M&A,MARLEY SPOON18THE IMPORTANCE OF ORGANIZATIONAL ALIGNMENT: STRATEGY, ENVIRONMENTAL UNDERSTANDING, AND UNIFYING PROCESSES FOR SUCCESSMICHAEL DOTTO,DIRECTOR OF ADVISORY SERVICES,VOYA FINANCIAL27LIONS, TIGERS AND HOW TO GRIN AND BEAR A PEO EXTRACTIONALLY LAMSON,AREA VICE PRESIDENT, EQUITY M&A,GALLAGHER30LATEST TRENDS IN INVESTMENT MANAGEMENTDARRELL VAN AMEN,EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER,HOMESTREET BANK324 COMMONLY USED WEALTH TRANSFER STRATEGIESJEANNE KRIGBAUM,CHIEF WEALTH PLANNING OFFICER,OLD NATIONAL BANK24DRIVING DEALS WITH EXPERTISE AND COMPLIANCEBRITEHORN SECURITIES26Brett Story, PartnerBobbi Babitz Armstrong,Co-founder & PartnerSTATE OF THE INDUSTRY1622THE ROLE AND IMPACT OF MERGERS AND ACQUISITIONS ADVISORY SERVICESADDRESSING FINANCIAL CHALLENGES WITH EXPERTISETAX RESOLUTION SERVICES OF THE YEAR202520Perfect Tax ReliefAdi Harari,Founder
< Page 4 | Page 6 >