RTP CFO Forum - Lessons Learned: A Conversation with Seasoned Company Advisors

16may11:45 am1:15 pmRTP CFO Forum - Lessons Learned: A Conversation with Seasoned Company Advisors

Event Details

The RTP CFO Forum will hold
its next monthly meeting on Thursday, May 16th, 2024

The Forum provides a peer-to-peer
networking opportunity for approximately 250 CFOs and similar senior financial
executives to learn practical solutions to the challenges they face.

PLEASE NOTE: We have resumed meeting in person with a midday

Please RSVP to Jessica Smith
by Wednesday, May 15th, at 919.232.5991 or email

11:45 a.m. – 12:15
p.m.   Networking/Lunch

12:15 p.m. – 1:15
p.m.   Program


Location:  EisnerAmper (formerly Hughes Pittman & Gupton, LLP) 1500
Sunday Drive, Suite 300, Raleigh, NC 27607

Topic: Lessons
Learned: A Conversation with Seasoned Company Advisors

Objective: The speakers will discuss corporate mistakes they’ve experienced
through clients and provide practical tips and guidance for attendees to

Speakers: Adam Buchanan, Tax Partner at EisnerAmper, Tim Goettel,
Partner at Smith Anderson LLP, Kim Korando, Partner at Smith Anderson LLP, and
Charles Shook, Partner and Founder of Trestle Capital Partners

are a part of life, and learning and growing from those mistakes is a critical
part of developing as a professional and as a leader. A distinguished panel of
professionals who have represented a wide range of companies will share
mistakes that they have seen and experienced in counseling clients in a number
of different areas, including the areas of corporate law, acquisitions and
divestitures, human resources, capital markets and tax. The panel will aim to
provide practical tips and guidance for professionals to consider so that they
might avoid some of these common traps that companies often face.

Adam Buchanan is a Partner in EisnerAmper’s Raleigh tax practice. During his career
he has advised clients on both the entity and individual income tax aspects of
all stages of the business life cycle – from formation and entity choice to
eventual exit or succession. Adam has two undergraduate degrees from Oklahoma
State University: one in International Business and one in Accounting. In
addition to being a licensed NC CPA, Adam also holds FINRA Series 7 and Series
66 securities licenses and is heavily involved in his firm’s wealth management

Tim Goettel
is a Partner at Smith Anderson LLP, where he handles complex acquisitions and
divestitures across a range of industries, advises clients on significant
corporate governance matters, and represents issuers in public and private
offering and financing transactions. Tim received his undergraduate degree from
Duke University and his law degree from the University of Virginia School of

Kim Korando
is a Partner at Smith Anderson LLP, and she is recognized as one of North
Carolina’s leading employment lawyers by numerous credentialing publications.
She founded the firm’s Employment, Labor and Human Resources practice group and
served as its inaugural leader. She received her undergraduate and law degrees
from the University of Oklahoma.

Charles Shook is a partner and founder of Trestle Capital Partners, a boutique
merchant banking firm located in Raleigh and focused on providing M&A and
capital markets advisory services to privately held, middle market companies.
Prior to founding Trestle Capital Partners in 2003, Charles built and led the
private equity group of Harbert Management Corporation, a diversified
alternative asset management firm based in Birmingham, AL that manages capital
for a Forbes 400 family, as well as for third party institutional and high net
worth investors. He has also worked as a management consultant and an
investment banker. Charles received a B.A. in economics from the University of
North Carolina and an M.B.A. from the Darden School of Business at the
University of Virginia.


the RTP CFO Forum:

RTP CFO Forum serves approximately 250 CFOs and similar senior financial
executives in the greater Raleigh, Durham, and Chapel Hill region. The Forum
provides interactive networking and discussion of technical and strategic
topics in a secure environment created exclusively for senior-level peers,
sparking new ideas and practical solutions to pressing issues. The combination
of relevant speakers and topics with opportunities to build professional
networks enables its members to grow and thrive.  CPE is provided on
select topics. To learn more, visit

note that the RTP CFO Forum is typically scheduled for the third Thursday of
every month from 11:45 am to 1:15 pm. Attendance is limited to CFOs or senior
financial professionals in similar positions.

RTP CFO Forum is sponsored by
For more information, please contact us.



(Thursday) 11:45 am - 1:15 pm(GMT+00:00)