INTERNATIONAL EXPANSION AND OPERATIONS NOW:

A FINANCE LEADER'S GUIDE

Sponsored by Vistra
DATE: WEDNESDAY, MAY 27, 2020
TIME: 12:00 PM ET
DURATION: 1 HOUR

Webinar Summary

Amid ongoing economic uncertainty, finance leaders have many questions to consider as their companies weigh the consequences of pursuing new international markets. 

CFO Research, in collaboration with Vistra, surveyed senior finance executives about their goals for – and concerns about – international expansion and operations. This webinar will highlight the most significant findings of the research, and the implications of these findings for finance leaders, including:  

  • Top priorities and challenges among finance leaders in companies that are looking to expand internationally,
  • Which operational investments, as well as costs, finance leaders are evaluating most carefully as they assess the benefits and risks of entering new international markets, 
  • Key factors finance leaders are considering when they pursue cross-border mergers and acquisitions,
  • Essential aspects of cross-border operations finance leaders cannot afford to overlook,
  • What finance leaders need to keep in mind about compliance requirements – including economic substance laws – in target countries and in countries where they do business, and
  • How to determine whether a legal entity rationalization is the right choice for your company.

About the Speakers

Justin Gandhi, Research Director, Argyle
 
Justin Gandhi leads Argyle's Advisory and Research Services, where he partners with clients to design and execute robust programs to capture market sentiment through qualitative and quantitative insights. Justin joined Argyle from Gerson Lehrman Group (GLG), where he led due diligence efforts on behalf of leading private equity firms and investment banks. While with GLG, he also worked in the hedge fund practice, where he executed time-sensitive, quick-pulse research requests for asset managers to guide investment strategies. Justin began his career in medicine, performing pre-clinical gene therapy and gene editing research at the University of Pennsylvania. He holds a B.S. in molecular biology from Montclair State University.
Saul Howerton, Vice President, Advisory, Vistra
 

Saul Howerton leads Vistra's Global HR and Mobility Advisory Services and Vistra's U.S. Tax Services. He is also responsible for oversight and delivery of all advisory services to U.S.-based clients. Saul specializes in helping high-growth companies overcome challenges related to international expansion and operations. He has deep experience providing advice on entity structuring and the outsourcing of back-office finance, accounting, HR, and other consulting services.

Saul joined the international expansion services firm Radius in 2008, rising to the position of Global Chief of Staff, Advisory, and then Vice President, Advisory, as the global practice leader. After acquiring Radius in 2018, Vistra appointed Saul to his current role in late 2019. Throughout his career, Saul has held various operations and finance roles, including a two-year stint as Senior P&L Analyst with Intel Corporation, where he was responsible for analysing business trends, reporting quarterly results, and forecasting with regard to key product lines. Based in Boston, Saul has an MBA in finance and international business from Santa Clara University, and a bachelor's degree in business administration from the University of Wisconsin-Eau Claire.
Ed Novak, Managing Director, North America, Vistra
 

Ed has deep experience helping private clients meet their international expansion and operations needs. He specializes in serving private equity firms, including streamlining their portfolio companies to create efficiencies and increase valuations. Starting in 2017, Ed served as Chief Revenue Officer for Radius, an international expansion services firm Vistra acquired in 2018. He currently serves as Vistra's Managing Director for North America, as well as co-leader of Vistra's Americas region.

He has four decades of experience running sales and client services teams, including more than 20 years working at IBM, where he was a Managing Director. He has also held leadership roles at PwC, Amdocs, and Connectiva Systems. Prior to joining Vistra, he served for five years as U.S. chief sales officer at Grant Thornton, where he also oversaw national marketing operations. Ed splits his time working in Vistra's Boston office and in the Washington, D.C., area. He holds a bachelor's degree in finance from the University of Maryland and a master's degree in business administration from George Mason University.

About the Moderator

Joe Fleischer, Editorial Director, Finance Channel, Argyle Executive Forum
 
In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing webinars on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.
Complete the form below to register for this event.
Attend this webinar and earn FREE Continuing Professional Education (CPE) Credit
Webinar Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an email message to webcast_feedback@cfo.com. Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar.

Field of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1 


To be eligible to earn one CPE credit, you must answer at least three polling questions while attending the program for a minimum of 50 minutes. 



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