Webinar: Rethinking capital, cash flow and operational readiness by Wipfli

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About This Webinar

Most businesses don’t feel pressure at first in the financial statements. They feel it operationally. Fragmented reporting, limited cash flow visibility and growing complexity are making it harder to deploy capital with confidence.

Finance and operations leaders are being asked to make faster decisions with less insight into performance, forecasting and capacity. The challenge isn’t identifying growth opportunities — it’s determining which investments the organization can realistically support and when conditions may require a shift in strategy.

Join Wipfli partners Sean LaFortune, Robert Zondag, Kat Maddi and Kevin Smith for a discussion on how leadership teams are navigating these challenges while staying focused on long-term growth. Through live polling and dynamic discussion, they’ll share how organizations are responding to today’s operational pressures.

Agenda

How leaders are prioritizing capital and evaluating ROI
How improved visibility builds decision confidence
What operational constraints are limiting execution capacity

Presenters

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.

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.

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.

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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