Events & Webcasts
Executive Forum 2024: Unlocking growth potential — key strategies for success
Register
Event type:
ON-DEMAND WEBCAST SERIES
Event location:
Online
Recommended CPE Credits:
Please note: CPE credits are not awarded for webcast replay.
Event audience:
CFOs, CEOs, CAOs, controllers, tax executives, Corporate development leaders, and other accounting and finance executives
Event contact details:
Event description
In today’s dynamic business environment, growth remains a top priority for both public and private companies. This panel discussion will explore the critical levers that leaders can pull to drive organizational growth for a holistic growth strategy. The discussion will cover organic growth strategies, inorganic growth strategies and tax optimization as a growth lever.
Get a sneak peek of the webcast
3:13 | Transcript
Date and time
Original broadcast Thursday, November 07, 2024
1:00 PM ET - 2:00 PM ET
Recommended CPE credits
Please note: CPE credits are not awarded for webcast replay.
Learning objectives
- Cite methods and best practices for achieving sustainable organic growth, including market expansion, portfolio optimization, customer acquisition, and retention strategies.
- Identify strategic considerations and processes involved in pursuing growth through M&A opportunities, including identifying potential acquisition targets, due diligence, integration planning, and maximizing value from M&A activities.
- Define how effective tax planning and structuring can significantly impact a company’s growth trajectory, including tax-efficient structuring, state and local tax considerations, leveraging credits and incentives, international tax planning, and the tax implications of M&A transactions.
Grant Thornton speakers:
Elliot Findlay
National Managing Principal, Transaction Advisory Services
Grant Thornton Advisors LLC
Elliot Findlay is the National Managing Partner of Grant Thornton’s M&A practice. Based in Chicago, Elliot spends time advising Companies and business leaders on all aspects of the transaction lifecycle including growth and strategy initiatives.
Chicago, Illinois
Industries
- Retail & consumer brands
- Manufacturing, Transportation & Distribution
- Technology, media & telecommunications
Service Experience
- Advisory
- Transaction advisory
David Koppy
Principal, Growth Advisory Services
Grant Thornton Advisors LLC
David Koppy is a Principal within the Grant Thornton strategy practice focused on growth strategies.
Bellevue, WA
Industries
- Banking
- Manufacturing, Transportation & Distribution
- Media & entertainment
- Not-for-profit & higher education
- Private equity
- Services
- Retail & consumer brands
- Technology, media & telecommunications
Service Experience
- Advisory
- Operations and performance
- Strategy
- Technology alliances
- Technology modernization
Dana Lance
National Tax Leader, Solutions & Growth
Grant Thornton Advisors LLC
Dana Lance is the National Tax leader for the Greater Bay Area and the SALT Practice Leader for the West Region. Dana is based in San Jose, California.
San Jose, California
Industries
- Manufacturing, Transportation & Distribution
- Technology, media & telecommunications
- Transportation & distribution
Service Experience
- Tax
- State & Local Tax
Recommend field of study
Finance
Program level
Overview
Prerequisite
N/A
Delivery method
Group - Internet
Other webcasts in this series
Additional notes
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