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About This Webinar
Most organizations don’t struggle to identify growth opportunities. The challenge is determining which investments they’re prepared to support, execute and sustain. In this discussion, our panel shares perspectives on aligning capital decisions with operational realities, navigating uncertainty and building the visibility needed to make confident decisions.
Agenda
  • Knowing your why: Align investments with business priorities and strategic goals.
  • Readiness before investment: Organizational readiness is critical to successful execution.
  • Using data as your compass: Reliable data enables faster, more confident decisions.
  • Planning for uncertainty: Scenario planning helps organizations adapt to change.
  • Leadership sets the tone: Alignment and communication drive organizational success.
Presenters
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Kevin Smith
Partner
Kevin Smith is a partner and the national leader of Wipfli’s Technology and Innovation Industry. In this role, Kevin aligns Wipfli’s broad portfolio of consulting and financial services to accelerate growth for technology centric clients. With a successful history of driving growth in private equity held technology and professional service firms, Kevin is uniquely attuned to opportunities and optimizations that provide immediate impact for scaling technology companies.
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Sean LaFortune
Partner
Sean LaFortune is a partner with over 20 years of experience in advisory services, partnering with clients in manufacturing, retail and distribution. With a focus on outsourced CFO services for industrial product manufacturers, he consistently helps business owners maximize operational cash flow and retain wealth. Sean advises clients on overall business strategy, mergers and acquisitions, cash flow planning, job costing and other operational needs. Sean also has over 20 years of tax experience to benefit his clients and help them with tax planning strategies.
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Kat Maddi
Partner
Kat Maddi, a partner in Wipfli’s outsourced CFO and controller service line, stands out for her consultative mindset and experience advising manufacturing, retail and distribution clients. With a keen focus on optimizing accounting functions, Kat excels at identifying and evaluating best practices and process improvements. Her proactive approach empowers clients, offering tailored guidance to achieve strategic objectives and financial goals. Having worked as a CFO in different businesses, Kat has gained the ability to offer proactive guidance as she helps her clients achieve their immediate and future objectives.
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Robert Zondag
Partner
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
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