RTP CFO Forum meets Thursday, September 19, 2019
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The RTP CFO Forum will hold its next monthly meeting on Thursday, September 19, 2019.

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 RSVP to Jessica Smith by Wednesday, September 18, at 919.232.5991 or email rsvp@rtpcfos.com

7:30 a.m. – 8:00 a.m. Networking
8:00 a.m. – 9:00 a.m. Program

Meeting Location: Hughes Pittman & Gupton, LLP • 1500 Sunday Dr. • Suite 300 • Raleigh

Topic: Triangle Community Foundation and the Nonprofit Ecosystem

Program Objective: The speakers will review key issues related to the fiduciary oversight of a nonprofit by its Board of Directors and explain how the funding and other resources offered by Triangle Community Foundation benefit nonprofits and our community.

Speakers: Robert Naylor, CFO, and Robin Barefoot, General Counsel, of Triangle Community Foundation

Nonprofits provide essential services in our region and Triangle Community Foundation works within the ecosystem of nonprofits to increase the impact of their work and our own. Through our distinct, impact-focused grantmaking and collaboration, the Foundation builds the capacity and overall effectiveness of nonprofits in areas such as governance, financial management, fundraising, endowments, and reporting. This presentation will review key issues related to the fiduciary oversight of a nonprofit by its Board of Directors and explain how the funding and other resources offered by Triangle Community Foundation benefit nonprofits and our community.

Robin Barefoot, General Counsel

As a member of the development team, Robin guides individuals and families in the thoughtful design of charitable funds that have personal significance to them. Robin facilitates gifts of complex assets, such as privately held businesses and real estate and works with legal, tax and financial professionals when their clients choose to partner with the Foundation. Additionally, Robin leads the policy and governance work of the Foundation, addressing legal and regulatory issues related to charitable gifts and funds, grantmaking, and the tax-exempt status of the Foundation or its supporting organizations.

Robert Naylor, CFO and Director of Administration

As Chief Financial Officer and Director of Administration, Robert Naylor is responsible for the investing, budgeting, auditing, and reporting functions of the Foundation. Robert brings with him over 20 years of experience in national and international financial, accounting, and administrative operations in the United States, Canada, and Western Europe. He previously held the position of Chief Financial Officer at Cherokee Investment Partners for over ten years, and served as CFO at Illumelex and Dataflow, as well as Controller at Cherokee Sanford Group. He has worked as a Senior Auditor at Deloitte and Touche as well as McGladrey & Pullen.

About the RTP CFO Forum:

The 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 http://www.rtpcfos.com/.

Please note that the RTP CFO Forum is typically scheduled for the third Thursday of every month from 7:30 a.m. - 9:00 a.m. Attendance is limited to CFOs or senior financial professionals in similar positions.

The RTP CFO Forum is sponsored by Hughes Pittman & Gupton, LLP. For more information, please contact us.

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RTP CFO Forum meets Thursday, September 19, 2019
  • Host: Hughes Pittman & Gupton, LLP
  • Date: Sep 19 2019
  • Time: 07:30 AM to 09:00 AM
  • Location: Hughes Pittman & Gupton, LLP, 1500 Sunday Dr., Suite 300, Raleigh, NC
  • Cost: Free
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The RTP CFO Forum will hold its next monthly meeting on Thursday, September 19, 2019.

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 RSVP to Jessica Smith by Wednesday, September 18, at 919.232.5991 or email rsvp@rtpcfos.com

7:30 a.m. – 8:00 a.m. Networking
8:00 a.m. – 9:00 a.m. Program

Meeting Location: Hughes Pittman & Gupton, LLP • 1500 Sunday Dr. • Suite 300 • Raleigh

Topic: Triangle Community Foundation and the Nonprofit Ecosystem

Program Objective: The speakers will review key issues related to the fiduciary oversight of a nonprofit by its Board of Directors and explain how the funding and other resources offered by Triangle Community Foundation benefit nonprofits and our community.

Speakers: Robert Naylor, CFO, and Robin Barefoot, General Counsel, of Triangle Community Foundation

Nonprofits provide essential services in our region and Triangle Community Foundation works within the ecosystem of nonprofits to increase the impact of their work and our own. Through our distinct, impact-focused grantmaking and collaboration, the Foundation builds the capacity and overall effectiveness of nonprofits in areas such as governance, financial management, fundraising, endowments, and reporting. This presentation will review key issues related to the fiduciary oversight of a nonprofit by its Board of Directors and explain how the funding and other resources offered by Triangle Community Foundation benefit nonprofits and our community.

Robin Barefoot, General Counsel

As a member of the development team, Robin guides individuals and families in the thoughtful design of charitable funds that have personal significance to them. Robin facilitates gifts of complex assets, such as privately held businesses and real estate and works with legal, tax and financial professionals when their clients choose to partner with the Foundation. Additionally, Robin leads the policy and governance work of the Foundation, addressing legal and regulatory issues related to charitable gifts and funds, grantmaking, and the tax-exempt status of the Foundation or its supporting organizations.

Robert Naylor, CFO and Director of Administration

As Chief Financial Officer and Director of Administration, Robert Naylor is responsible for the investing, budgeting, auditing, and reporting functions of the Foundation. Robert brings with him over 20 years of experience in national and international financial, accounting, and administrative operations in the United States, Canada, and Western Europe. He previously held the position of Chief Financial Officer at Cherokee Investment Partners for over ten years, and served as CFO at Illumelex and Dataflow, as well as Controller at Cherokee Sanford Group. He has worked as a Senior Auditor at Deloitte and Touche as well as McGladrey & Pullen.

About the RTP CFO Forum:

The 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 http://www.rtpcfos.com/.

Please note that the RTP CFO Forum is typically scheduled for the third Thursday of every month from 7:30 a.m. - 9:00 a.m. Attendance is limited to CFOs or senior financial professionals in similar positions.

The RTP CFO Forum is sponsored by Hughes Pittman & Gupton, LLP. For more information, please contact us.