Meeting Information
Date:
Wednesday October 17, 2018
Time:
6:00pm - 8:30pm
Location:
Cherry Bekaert
1934 Old Gallows Rd.
Suite 400
(4th Floor Conference Room)
Vienna, VA 22182

Directions:

Meeting capacity:

40

Suggested Donation:

Agenda:
Presentation:

Our speaker will be Brandon Pfeffer, CMA, Senior Advisor – Winston Enterprises, LLC

Brandon’s presentation, is: “Cutting Edge Forecasting & Analytics” Summary: Corporate finance and FP&A groups are under constant pressure to produce top quality forecasts. Many companies still rely on outdated methodologies for forecasting and analytics. This presentation will introduce some advanced techniques such as regression analysis, scenario analysis, simulation, predictive analytics, artificial intelligence and machine learning concepts. The best performing and well managed companies take a very rigorous & tactical approach to deploying these advanced techniques.

Our presenter's bio follows:

Brandon Pfeffer is a Certified Management Accountant (CMA) with over 20 years of diverse corporate finance experience. He has provided financial management, strategic advisory, due diligence, structuring & complex financial modeling services for a variety of clients. He has worked in the merchant energy, renewable energy, shipping, private equity, financial services, consulting and commodities trading sectors. He combines his passion for financial modeling and analytics to develop innovative and tactical solutions.

Our presenter’s firm:

Winston Enterprises LLC was founded in 2014, to provide corporate finance, financial modeling, strategic planning and advanced analytics to clients. Over the last 5 years we have provided services to clients in private equity, energy, investment banking, supply chain logistics, engineering and financial services sectors. For more information please email [email protected].

Our agenda is:

6:00-6:30: Networking
6:30-6:40: Call to order, agenda review, announcements, and introduction of host and speaker, Rick Schneider, Tax Partner – Cherry Bekaert
6:40-7:30: Presentation - " Cutting Edge Forecasting & Analytics” by Brandon Pfeffer and discussion
7:30-8:30: 90-second announcements and wrap-up

Remember to bring your name tent, business cards, and resumes, and to polish your 90-second announcement.

Note that this will be the last meeting at Cherry Bekaert’s 1934 Old Gallows Rd. location. Our wonderful host for the last nearly two decades will be moving to new quarters in November.
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