2022 Speaker Series Supplied Immediate Solutions to Local Business Owners

The Florida CFO Group presented its annual speaker series, Grow. Optimize. Protect., in Tampa Bay on May 10, 2022, at the Feather Sound Country Club. The partners thank our co-sponsors, Truist Bank, and JP Morgan Chase, as well as our six speakers for making this a fun, enlightening and educational event.


All the speakers currently work in the Tampa Bay business community providing their perspective, insights and advice on topics critical to the success of all businesses and small- to medium-sized businesses in particular. 

Christy Vogel shared several marketing automation tools and techniques that can help turn suspects into prospects and customers with great efficiently, regardless of the amount of staff your organization dedicates to marketing.

Christy and her firm Marketing Direction have provided her clients with outsourced marketing teams since 2009. With over 25 years of marketing experience, Christy understands how vital marketing leadership is to the success of any organization. 

Kelly Crandall discussed six sales trends that should be on every company’s radar in 2022.  These include changes in the last year that impacted supply chain and staffing, created major hurdles for companies to overcome, and necessitated innovative sales practices.

Kelly is a former entrepreneur who founded Next Level Strategies, LLC., to provide Sales Consulting and Outsourced VP of Sales services to help business owners and companies achieve record-breaking sales results.

From The Great Resignation, to hybrid work models, to a focus on mental health, 2022 is poised to be another year for the history books. Stephanie Lacy discussed HR trends and what employers should be prepared to provide to boost employee experience and hiring success this year.

Stephanie is the Founder and CEO of hrEdge Consulting. She has been in the Human Resources industry for 20 years, leading progressive HR initiatives. 

Jonathan Bowman provided insights on how the Entrepreneurial Operating System (EOS) can help your leadership team get better at three things: (1) Vision shared by everyone in your company, (2) Traction®—instilling focus, discipline, and accountability throughout the company, and (3) Helping your leaders become a more cohesive, functional, healthy leadership team.

Jonathan is a lifelong entrepreneur who founded his first company at age 22. In 2013. Jonathan implemented EOS to trigger his home health business’s turnaround, doubling revenue over the next three years and leading to a successful exit. Since then, Jonathan has devoted his time to being a Certified EOS Implementer, facilitating 350+ sessions for more than 50 entrepreneurial companies throughout Florida. 

Like receiving spam and malware emails, executives are constantly bombarded with cyber security tips and advice. Donald H. Noble provided an overview of cyber security exposures, best practices to minimize threats, and techniques to protect your company now—without all the fluff and the buzzwords.

Don has over 20 years of financial management experience across various industries and specializes in first- and second-stage, fast-growing organizations, and Mergers & Acquisitions. Before becoming a CFO, Don was a technologist for both the US Air Force and for many international companies.

Emery Ellinger shared sage advice to help small and mid-sized businesses sell and realize the value created through years of work, including: (1) the most important things you can do to prepare your business for sale, (2) five key value drivers, and (3) the seven deadliest mistakes when selling your business.

Emery is the CEO of Aberdeen Advisors, Inc., a Mergers & Acquisitions (M&A) advisory firm he founded after having built and sold his own multi-million-dollar marketing company. Emery has expertise in all areas of M&A and has successfully completed hundreds of transactions, including mergers, acquisitions, divestitures, and financings. 

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