Alight Presents CEO & Finance Executive Forum

Alight Presents CEO & Finance Executive Forum

November 17, 2015 • Roosevelt Hotel • New Orleans, Louisiana 
2 pm – 5 pm, followed by a cruise on the Mississippi


  • By invitation only – a select group are invited to participate in the Alight CEO & Finance Executive Forum on November 17th, the day before the MBA Accounting and Financial Management Conference.  
  • We have built the program to be informative, interactive, relevant, and compelling.  
  • The program will be led by industry experts, including interactive discussions on enterprise value.  
  • Just the right amount of time –a half-day event, followed by a river boat cruise on the Mississippi. 


Optimizing Your Firm’s Enterprise Value & Improving
Financial Performance in a Volatile Environment

With guest speakers:

Jeff Levine, Managing Director, Houlihan Lokey;
David Ellenberger, Senior Hedge Manager, Compass Analytics;
Terry Couto, Founding Partner, Newbold Advisors;
& Jared Huff, Managing Director, Alight Mortgage Lending



  • Part I-Increasing Enterprise Value
    • Acquire, sell, or expand operations- whichever direction your situation may take you—We’ll discuss the important considerations.
    • Learn ways to maximize your firm’s full enterprise value.
    • M&A considerations.
    • A checklist and due diligence process. 
    • Operational, financial, and legal considerations.
  • Part II-MSR Valuation
    • Sell or Retain MSRs: Increasing firm valuation or generate working capital for operations. 
    • Why early prepayment of MSRs may have a positive economic impact.  
  • Part III-Branch Strategies
    • Evaluate expansion strategies and tactics: build or buy?
    • Branch profitability and productivity analysis.
    • Branch contribution.  
  • Part IV-Bringing it All Together-Cash Flow Optimization


  • Meet your peers and have the time to interact and learn from one another. This is for CEOs, CFOs, and finance executives.  
  • This is about active participation and sharing ideas. Not just a dry conference session or listening to talking heads.  
  • You’ll get takeaways that you can put into action immediately at your firm.  

For more information please contact:
Ralph Armenta, 201.412.5472 • Dave Tighe, 415.813.1843