The Strategic CFO is Thriving with Risk

Confronting Today's Challenges to Manage All Forms of Risk

Join Levvel Research and Business Spend Management expert, Coupa, as we explore the evolving role of the modern CFO and what it means for an organization's success.


September 5, 2019 6:00 PM, 60min

The CFO has always held a vital role for the organization–they ensure a strong financial position and effective controls so the company can make decisions within acceptable levels of risk. As global markets become more competitive, CFOs are increasingly called upon to take a more forward-looking and strategic approach to financial management. While this means expanding their roles, CFOs must still maintain core financial functions like reporting, auditing, and compliance.

How should a CFO balance a traditional, fundamental finance function with a more forward-looking approach without risking inefficiency or putting strain on resources?

Join Levvel Research and Business Spend Management expert, Coupa, as we explore the evolving role of the modern CFO and what it means for an organization’s success.

Additional Details

Accreditation: Webinar participants can earn 1 CPE credit in Management Services.

Prerequisites: previous experience in finance

Advanced preparation: None

Delivery method: Group-Internet Based

Cancellation policy: Levvel Research may at its discretion cancel or replace a previously announced program with a program of similar content. We will make every effort to provide sufficient notification of such change. For more information regarding complaint and/or program cancellation policies, please email us at

Refund policy: No fee charge

Levvel Research (formerly PayStream Advisors) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Meet the speakers

Major Bottoms Jr.

Senior Research Consultant

Todd Ford

Chief Financial Officer, Coupa

Rosa Harris

Partner, Media Analytics Group

Guests will learn about

  • The goals of today’s CFOs
  • Strategies for broadening the CFO role with low risk on the current state
  • A risk score card for assessing your organization’s readiness across various aspects of risk

Who should attend?

  • CFOs
  • Back-Office Finance Professionals
  • CPOs
  • Finance Directors
  • Controllers

Meet the speakers

Major Bottoms Jr.
Senior Research Consultant

Major Bottoms Jr. is a Senior Research Consultant for Levvel Research based in Charlotte, NC. He plays a key role in the analysis and presentation of data for Levvel’s research reports, webinars, and consulting engagements. Major’s expertise lies in the Procure-to-Pay, Source-to-Settle, and travel and expense management processes and software, as well as technologies and strategies across DevOps, digital payments, design systems, and application development. Prior to joining Levvel, Major held various roles in the mortgage finance field at Bank of America and Wells Fargo. Major graduated with a degree in Finance from the Robert H. Smith School of Business at the University of Maryland.

Todd Ford
Chief Financial Officer, Coupa

Todd Ford is the CFO of Coupa, and oversees the company’s financial operations. Prior to Coupa, Todd served as CFO of MobileIron, where he led the company through a successful IPO in 2014, and was responsible for financial planning and analysis, accounting, treasury activities, and investor relations. Todd was a Founding General Partner at Broken Arrow Venture Capital, where he invested in early-stage companies. He also previously served as CFO and President of Rackable Systems Inc. (now Silicon Graphics International Corp) where he led the start-up from $20 million in revenues to more than $350 million in revenues as a publicly traded company.

Rosa Harris
Partner, Media Analytics Group

Rosa is an author, journalist and editor, a generalist by trade and inclination, as well as a writer, teacher, talk-show host, and pundit. She's written for many major US and Canadian publications on topics ranging from baby food to global economics. Her clients include Time magazine, Fortune magazine, Forbes, Genpact, the Globe and Mail and many others. She particularly enjoys investigating the ways in which the history of her craft informs and shapes its future.

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