Join us for our quarterly "CFO Call" Webinar Series
Wednesday, November 13, 11:30 AM -12:30 PM EST
With 2025 fast approaching, now is the time to address two important topics that may be on your planning horizon. First, we will provide an overview of the Financial Crimes Enforcement Network's (FinCEN) new Beneficial Ownership Information (BOI) filing requirement, due by January 1, 2025. Additionally, we will review key considerations and a suggested timeline of actions if you are planning a potential public offering.
Panelists:
Gardner Oleson, CPA, Technology Practice Leader
Gardner leads our Technology Practice and serves in a CFO role for our clients. He has 40 years of experience in the technology and communications industries as well as public accounting. Gardner has a diverse financial background and is experienced in taking companies public, SEC reporting, revenue recognition, raising capital, cash flow forecasting, mergers and acquisitions, business integration, and taxation.
Kevin Sarney, CPA, Life Sciences Practice Leader
Kevin leads our Life Sciences Practice and serves in a CFO role for our clients. With over 20 years of experience in public and private life science companies and professional services. He utilizes his experiences to assist companies in the preparation and completion of financial raises, public company readiness, financial controls, audits, SEC reporting and supporting financial operations from drug development through pharmaceutical product launches.
We are smart, nimble, and flexible. If you would like to discuss how Charles River CFO can assist your company with fractional or interim CFO and accounting services, please contact us at (781) 431-0420 or send us an email.