The Circle gathered this week with our consumer-focused CEOs and CFOs to discuss the consumer tech market playbook, from the perspectives of public company CEOs, CFOs, and Boards. Umi Mehta & Shaan Tehal of Morgan Stanley joined the group to synthesize for them what they’ve learned from scores of public company leadership conversations.
About Marilu Livermore
This author has yet to write their bio.Meanwhile lets just say that we are proud Marilu Livermore contributed a whooping 51 entries.
Entries by Marilu Livermore
The Circle gathered this week with a broad group to discuss the top of mind topic of health and safety of their employees back at the office, all of whom have been directly dealing with this subject matter every day since the onset of shelter in place.
The Circle came together with Tim Kazul, Jon Wittemyer, Lukas Ault @ CBRE, and Katherine Murphy, Brenna Moorhead @ Goodwin to discuss how to work with your landlord on financial needs here-and-now and space need in the near future as impacted by the pandemic.
The CEO|Circle + CFO|Circle came together with Paul Kwan, Head of Morgan Stanley’s W. Coast Tech Group, and Melissa Knox, Global Head of Software, to discuss Morgan Stanley’s software market playbook which they’ve synthesized from scores of public company leadership conversations they’ve held.
The CFO|Circle was joined by Kevin Grumberg + Grant Fondo + Derek Cohen of Goodwin and Courtney Dorman + Amy Koch of Brunswick who offered a framework for assessing and managing risk with respect to audits, lawsuits and unwanted publicity around the PPP loan.
The CEO|Circle came together with James Kim + Nadir Shaikh of Qatalyst Partners to discuss M&A considerations during COVID19. During these challenging times, Qatalyst shared how CEOs can and should cultivate meaningful relationships on both sides of the M&A equation.
The CFO|Circle came together with Adam Steinberger + Michael Barrett + Dennis Minich of Andersen Tax and Kevin Grumberg of Goodwin to discuss the loan forgiveness provisions under the CARES Act and the latest Paycheck Protection Program (PPP) developments.
The CFO|Circle (65 attendees!) convened to discuss a topic most don’t ever want to live through, but now many are – Reduction in Workforce (RIF). Together they’ve identified the do’s and dont’s of executing a RIF, from where to start to what to offer and how to best communicate with their employees.
CFO|Circle convened to discuss burning topics during the Pandemic of COVID-19. As always, and especially now, leaning in and helping each other navigate through unprecedented times.
The CEO|Circle was joined by Nader Kabbani VP of Amazon Flex and Last Mile Logistics to discuss best practices for COVID prevention and recovery for fulfillment facilities.