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| Networking and Career Guidance (Overview) |
| Michael Levine - Speaking/Presentation Biography |
a wide variety of topics. Financial Executives Attending receive
(CPE) to fulfill the CPE requirements of the Georgia State Board of
Accountancy - Representative Sample of Topics: ERP (Enterprise
Resource Planning) software implementation; Is an Asset Based Lending
vehicle a good deal for your company; Cash flow management;
Understanding Tax Credits ; Being an Operations oriented CFO versus
just a “number cruncher”; Criterion for picking a new Audit Firm;
Effectively Monitoring the Progress of the Annual Audit; Benchmarking
accounting functional areas; Becoming a better partner with your CEO;
Revenue Recognition Requirements; Acquisition/Roll-up strategies for
success; Improving chemistry with CEO to improve CFO effectiveness;
Bankruptcy Preference Claim Awareness and Strategy; Canadian Tax
Compliance; Sarbanes-Oxley section 404 strategy; Post Merger
Integration Strategies; Navigating the challenges of a captive insurance
company; Key Performance Indicator-communication to other members
of the management team; M&A and buying larger businesses; Dealing
with Employee Stock Ownership Plans (ESOP); Accounting Department
Infrastructure Development; the CFO’s Role in Working with Private
Equity Groups.
• Presentation to the Fulton County School Board of Directors –
Topic: Accountability
• Guest Speaker for Robert Half International’s Presentation to
Senior Level Financial Executives - Topic: Sarbanes Oxley: The
Cascade Effect
• Guest Speaker for Robert Half International’s Presentation to
Senior Level Financial Executives - Topic: Navigating Change
Management Issues
• Guest speaker of the GA Society of CPAs - Dekalb Chapter-
Topic: Key Issues related to Preparation of Financial Projections
• Guest speaker at Mercer University Executive Session-Topic: IRS
Code Section 89
• Guest speaker at Clark Atlanta University for IRS – What Small
Business Owners Need to Know about the Home Office Deduction and
other Important Tax Matters
• Guest speaker at Emory University for IRS – Small Business Tax
Overview
(CPE) to fulfill the CPE requirements of the Georgia State Board of
Accountancy - Representative Sample of Topics: ERP (Enterprise
Resource Planning) software implementation; Is an Asset Based Lending
vehicle a good deal for your company; Cash flow management;
Understanding Tax Credits ; Being an Operations oriented CFO versus
just a “number cruncher”; Criterion for picking a new Audit Firm;
Effectively Monitoring the Progress of the Annual Audit; Benchmarking
accounting functional areas; Becoming a better partner with your CEO;
Revenue Recognition Requirements; Acquisition/Roll-up strategies for
success; Improving chemistry with CEO to improve CFO effectiveness;
Bankruptcy Preference Claim Awareness and Strategy; Canadian Tax
Compliance; Sarbanes-Oxley section 404 strategy; Post Merger
Integration Strategies; Navigating the challenges of a captive insurance
company; Key Performance Indicator-communication to other members
of the management team; M&A and buying larger businesses; Dealing
with Employee Stock Ownership Plans (ESOP); Accounting Department
Infrastructure Development; the CFO’s Role in Working with Private
Equity Groups.
• Presentation to the Fulton County School Board of Directors –
Topic: Accountability
• Guest Speaker for Robert Half International’s Presentation to
Senior Level Financial Executives - Topic: Sarbanes Oxley: The
Cascade Effect
• Guest Speaker for Robert Half International’s Presentation to
Senior Level Financial Executives - Topic: Navigating Change
Management Issues
• Guest speaker of the GA Society of CPAs - Dekalb Chapter-
Topic: Key Issues related to Preparation of Financial Projections
• Guest speaker at Mercer University Executive Session-Topic: IRS
Code Section 89
• Guest speaker at Clark Atlanta University for IRS – What Small
Business Owners Need to Know about the Home Office Deduction and
other Important Tax Matters
• Guest speaker at Emory University for IRS – Small Business Tax
Overview
| Selling to the CFO (Overview) |
Managers (NACM)-Topic: Making Your
Representative Topics:
- Guest Speaker at FEI (Financial
Executives International) Members in
Transition Meeting - Topic: There are
NO Hidden Jobs...Only Hidden Candidates
- Guest Speaker at FEI (Financial
Executives International)
Members in Transition Meeting -
Topic: Sr. Executives: Presenting
True Value
- Presentations to multiple groups at
Atlanta Business School Alliance
(ABSA) / Kettering Executive
Network (KEN) Recruiter Fairs
- The Georgia Association of
Women Lawyers - Panelist-Topic:
Networking for Practice Success
- Financial Executive Networking
Group (FENG) Quarterly Meeting-
Panelist-Topic: Alternative Career
Paths Opportunities
- Guest Speaker at several semi-
monthly FENG Meetings –
Representative Topics:
- Interviewing Skills and Strategies
- Networking is not what you think it
is … Maximize your Network
Effectiveness - Minimizing the Duration of your
transition - Overcoming Self Inflicted
Transition Obstacles
- Guest Speaker for RUMC (Roswell
United Methodist Church) Job
Networking – Topic: Build a
Network That Works for You
- Speaker for the Metro Atlanta
Chamber of Commerce – Topic:
Effectively Using Your Membership
in the Atlanta Chamber of
Commerce to Build Your Business
- Speaker for Career Ministry –
Topic: Creating a Professional
Network That Works For You
| Finance and Accounting (Overview) |
PUBLICATIONS
• Wrote Several Training Guides for Oracle Consulting Managers
for inclusion in Oracle’s Knowledge Management Library -
Topics: Use Tax Link; The Abandoned Property Link
• Frequent contributor to Georgia CFO Advocate quarterly
newsletter, topics include:
• Wrote Several Training Guides for Oracle Consulting Managers
for inclusion in Oracle’s Knowledge Management Library -
Topics: Use Tax Link; The Abandoned Property Link
• Frequent contributor to Georgia CFO Advocate quarterly
newsletter, topics include:
- DRIVING CORPORATE GROWTH
- INCREASING THE CFO VALUE TO THE COMPANY
- PREPARING FOR TRANSITION
- AVOID LOSING A SOLID CANDIDATE
Accountants) Annual CFO Conference
in La Jolla, California – Networking Tools
for Career Advancement and Hiring
Decisions
Lunch & Learn Series For CPAs,
CFOs, & Attorneys – Topic : Leveraging
Social Networking Tools to Enhance your
Business Development Activities
in La Jolla, California – Networking Tools
for Career Advancement and Hiring
Decisions
- Speaker GSCPA (Georgia Society
of Certified Public Accountants)
– Topic: Leveraging Social
Networking Tools to Enhance your
Career and Hiring Decisions
- Speaker GSCPA Fall Council
Meeting – Topic: GSCPA
Leadership Academy Participant
Recruitment Effort for Class of
2010
Lunch & Learn Series For CPAs,
CFOs, & Attorneys – Topic : Leveraging
Social Networking Tools to Enhance your
Business Development Activities
- Speaker for Business Builders
Group – Topic: Leveraging Social
Networking Tools to Enhance your
Business Growth
If you would like to schedule Michael Levine
for Meeting Facilitation or a Presentation to
Company Consultation on "How to sell to the
CFO."
for Meeting Facilitation or a Presentation to
Company Consultation on "How to sell to the
CFO."
Michael Levine Biography
- Guest Speaker at OAUG (Oracle Applications Users Group - San
Diego, CA) for the Oracle Payables and Oracle Purchasing
Special Interest Groups (attendance approx. 250 people).
Topic: Minimizing Sales and Use Tax liabilities by Maximizing
Technology
- Guest Speaker for the Oracle Payables and Oracle Purchasing
Special Interest Groups-Philadelphia, PA (attendance approx.
450 people) Topic: Using the UseTax Link to improve profitability
and cash flow. Also demonstrated solution
- Guest Speaker for the Georgia OAUG (Oracle Applications Users
Group) - Topic: Solutions for Use Tax Issues
- Seminar for Oracle Telemarketing Organization-Redwood
Shores, CA - Topic: Identifying Sales Opportunities
- Seminars for Oracle Consulting Management Team - Dallas,
San Francisco, Chicago, New York, Miami - Topic: How to
identify additional sales
Leadership Team for Banking and
Insurance Services, Atlanta-Topic:
Leveraging Social Networking Tools to Sell to
the CFO
Insurance Services, Atlanta-Topic:
Leveraging Social Networking Tools to Sell to
the CFO
- Presentation to Oracle Consulting
Executive Board – Business model for
development and sale of the Abandoned
Property Link software solution
- Seminar for Oracle Telemarketing
Organization-Redwood Shores, CA -
Topic: Identifying Sales Opportunities
- Seminar for Big 4 Accounting
Partners - Miami - Topic: How to
qualify CFOs of existing clients for
suitability of new Software solutions to
unresolved business challenges
- Seminars for Oracle Consulting
Management Team - Dallas, San
Francisco, Chicago, New York,
Miami - Topic: How to identify
additional sales opportunities in existing
customer base
- Seminar for Vertex Sales Team -
Philadelphia, PA-Topic: Maximizing
Sales Opportunities -“The Oracle Use
Tax Link”
- Seminar for Taxware Sales Team -
Miami, FL - Topic: Maximizing Sales
Opportunities-“The Oracle Use Tax
Link"
- Seminar for ADP Sales Team -
Topic: Selling to CPA Firms
- Seminar for Intuit Sales Team -
Topic: Selling to CPA Firms
- Guest Speaker for National
Association of Black Accountants -
Topic: Negotiating to win every time
| CFO is a Position Title – Not a description of the CFO’s job |
Don't be a time waster. Take time to
prequalify a company before calling
and increase the chance of success. If
you or your company could benefit
from coaching on how to prequalify a
company through reviewing public and
other information as it relates to your
solution, please contact Tracy Levine,
to set up a Consultation.
prequalify a company before calling
and increase the chance of success. If
you or your company could benefit
from coaching on how to prequalify a
company through reviewing public and
other information as it relates to your
solution, please contact Tracy Levine,
to set up a Consultation.
| Technology (Overview) |
Selling To The CFO: It is important
for anyone selling to a CFO in these
tough economic times to understand
their audience.
Learn More
for anyone selling to a CFO in these
tough economic times to understand
their audience.
Learn More
