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CFO webinar series: Session 3 – Equipping CFO’s for business owner planning

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CFO webinar series: Session 3. Click here to play video.
December 09, 2022 | Wealth Management, Corporate Advisory
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CFO webinar series: Session 3
CFO webinar series: Session 3
December 09, 2022 | Wealth Management, Corporate Advisory

The role of the CFO is evolving beyond day-to-day financial and accounting functions. The CFO may now also find themselves involved in business transition and personal wealth planning discussions for company owners.  Learn from members of our BMO Corporate Advisory and BMO BOSS- Business Owner Strategies and Solutions team on how to navigate what are often multi-faceted business owner planning situations.

 

Watch the third session of a five-part virtual webinar series.

Read more

The role of the CFO is evolving beyond day-to-day financial and accounting functions. The CFO may now also find themselves involved in business transition and personal wealth planning discussions for company owners.  Learn from members of our BMO Corporate Advisory and BMO BOSS- Business Owner Strategies and Solutions team on how to navigate what are often multi-faceted business owner planning situations.

 

Watch the third session of a five-part virtual webinar series.

PART 1

CFO Webinar Series: Session 1 – Pre-Transition Planning Can Save Estate Tax Dollars

October 21, 2022 | Wealth Management, Corporate Advisory

CFO Webinar Click here to play video.

The role of the CFO is evolving beyond day-to-day financial and accounting functions. The CFO may now also find themselves involved in business trans…

PART 2

CFO Webinar Series: Session 2 – Winning the Talent Battle: Equity Compensation Incentives to Attract & Retain Management

November 18, 2022 | Wealth Management, Corporate Advisory

CFO Webinar Click here to play video.

The role of the CFO is evolving beyond day-to-day financial and accounting functions. The CFO may now also find themselves involved in business trans…

PART 4

CFO webinar series: Session 4 – Looking for landmines: Avoiding common life insurance structuring mistakes

February 15, 2023 | Wealth Management, Corporate Advisory

CFO Webinar series Click here to play video.

The role of the CFO is evolving beyond day-to-day financial and accounting functions. The CFO may now also find themselves involved in business trans…

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Banking products are subject to approval and are provided in the United States by BMO Bank N.A. Member FDIC. BMO Commercial Bank is a trade name used in the United States by BMO Bank N.A. Member FDIC. BMO Sponsor Finance is a trade name used by BMO Financial Corp. and its affiliates.

Please note important disclosures for content produced by BMO Capital Markets. BMO Capital Markets Regulatory | BMOCMC Fixed Income Commentary Disclosure  |  BMOCMC FICC Macro Strategy Commentary Disclosure  |  Research Disclosure Statements.

BMO Capital Markets is a trade name used by BMO Financial Group for the wholesale banking businesses of Bank of Montreal, BMO Bank N.A. (member FDIC), Bank of Montreal Europe p.l.c., and Bank of Montreal (China) Co. Ltd, the institutional broker dealer business of BMO Capital Markets Corp. (Member FINRA and SIPC) and the agency broker dealer business of Clearpool Execution Services, LLC (Member FINRA and SIPC) in the U.S. , and the institutional broker dealer businesses of BMO Nesbitt Burns Inc. (Member Canadian Investment Regulatory Organization and Member Canadian Investor Protection Fund) in Canada and Asia, Bank of Montreal Europe p.l.c. (authorised and regulated by the Central Bank of Ireland) in Europe and BMO Capital Markets Limited (authorised and regulated by the Financial Conduct Authority) in the UK and Australia and carbon credit origination, sustainability advisory services and environmental solutions provided by Bank of Montreal, BMO Radicle Inc., and Carbon Farmers Australia Pty Ltd. (ACN 136 799 221 AFSL 430135) in Australia. "Nesbitt Burns" is a registered trademark of BMO Nesbitt Burns Inc, used under license. "BMO Capital Markets" is a trademark of Bank of Montreal, used under license. "BMO (M-Bar roundel symbol)" is a registered trademark of Bank of Montreal, used under license.

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