Topic: Infographic Insights: The Professional Services CFO

Speakers: Mark Blackton, Fractional CFO and author, former FENG Kansas City Chapter Chair, Jack Mizerak, Services Organization Finance Leader, and Mark Sue, CFO, Breathe Media Network, and FENG IT SIG Co-Chair

Presentation:

Join us for a visual masterclass in the metrics that drive strategic decision-making in today’s economy.

Mark Blackton, a leader in fractional CFO services, Jack Mizerak, Services Organization Finance Leader with Global Experience, and Mark Sue, CFO and strategic advisor to high-growth companies, will provide a powerful visual walkthrough of The Professional Services CFO Guide. 

This session is designed for CFOs, Controllers, and Finance Leaders navigating today's unpredictable environment—from wage inflation and shrinking margins to heightened expectations from boards and investors.

What You’ll Gain:

Sector-Specific KPIs:
- Financial Consulting: Gross Margin, Client Retention, Profit per Partner
- Management Consulting: Utilization, Realization, Project Profitability
- Law Firms: Revenue per Lawyer, Collection Rate, Matter Value
- Accounting Firms: Staff Cost Ratio, Overhead Efficiency
- Fractional CFOs: Customer Growth, Retention & Expansion, Client ROI

Metrics for Today’s Market:
- Cash Flow & Liquidity Management
- Labor Efficiency & Cost Control
- Revenue Concentration & Client Risk
- Scenario Planning & Burn Analysis
- Realization Gaps & Profit per Consultant

Who Should Attend: CFOs, Controllers, Fractional CFOs, and finance leaders in law, consulting, accounting, and financial services.

Speakers' bios:

Mark Blackton: Fractional CFO and Author
Mark has been a Fractional CFO for over 10 years, he has an emphasis on Business Transition. His prior experiences include work with startups to Fortune 100 companies in various Financial and Business Development roles. He is a Co-Author of Freeway to Fractional; a Certified Value Analyst (CVA) and a Certified Exit Planning Advisor (CEPA) Mark was also Co Chair of Kansas City Chapter of the Financial Executives Networking Group for over nine years. 

Mark has been a Fractional CFO for over 10 years, he has an emphasis on Business Transition. His prior experiences include work with startups to Fortune 100 companies in various Financial and Business Development roles. He is a Co-Author of Freeway to Fractional; a Certified Value Analyst (CVA) and a Certified Exit Planning Advisor (CEPA) Mark was also Co Chair of Kansas City Chapter of the Financial Executives Networking Group, for over nine years, and currently hosts a monthly Financial Executives Group Stop By My Office that address starting and succeeding as a Fractional Business Leader.  

Jack Mizerak:
Jack has enjoyed a career as a senior finance leader and valued business partner across a variety of service organizations. He drives value by:
- Taking both a strategic and a detailed “on the ground” view of operational processes to identify opportunities that improve the customer experience and optimize economics 
- Developing, understanding, measuring and communicating key business drivers; aligning measures with strategy
- Leading/performing analysis that supports organizational objectives and profitable growth
-  Collaboratively working with senior leadership teams and across organizations
- Leading teams/developing talent

Jack has worked in the hospitality, financial services and management consulting industries, and in higher education. Highlights have included:

1 Financial lead on internal start-ups
- Design of economic/operating models- revenue/pricing, service delivery/cost structure
- Establishment of KPI’s, profitability drivers, management reporting
2. Working with businesses to improve financial performance through pricing and productivity improvements, while maintaining/improving customer experience
3. Valuation and financial analysis for a significant acquisition, setting/validating acquisition price, participating in acquisition negotiations and due diligence

Mark Sue: Financial Strategy & Business Growth Expert
Mark is a trusted finance partner and operational team member who helps turn a start-ups vision into an operations plan and drives results.  Mark has an engineering and finance background, foundational skills from top Wall Street Investment Banks, and significant experience in driving growth for venture-backed start-ups.  

Mark has spent his career guiding companies to achieve their strategic goals through effective financial planning and a focus on performance metrics.  He has successfully supported Series A, B, and C software companies with investor positioning, budget planning, and closing equity and debt financing.Mark is known for his ability to create informative KPIs and guides for the management team to track progress on a regular cadence, to measure attainment vs. targets.  Mark also incorporates benchmark data in his internal presentations and charts the course for  companies to premium equity valuations relative to their peer group. 

Mark collaborates with sales and teams across the organization to drive results.  Mark has supported GTM initiatives and marketing efforts and ties it all into financial modeling and customer acquisition strategies to help start-ups drive growth efficiently.  In addition to the accounting system setup, financial reporting, and board packet preparation, Mark also enjoys building teams closely to develop team members in accounting and finance.