General Summary

We have decided to host our Financial Forum virtually this year.  We will kick off with a Welcome Cocktail hour via Zoom on Sunday, October 4th at 6pm CST and then have daily sessions running from approximately 10 am – 2pm CST from Monday, October 5th – Thursday, October 8th.   Please see the attached program and tentative timed agenda below. 

The cost per company will be $495.  We think this is a great way to get more people within your organization exposed to the group and felt that there were some sessions, especially the speaker, Ted Janusz, who will be presenting “Like Herding Cats on Zoom” Leading a Virtual Team! and the Financial Benchmark that would be beneficial to multiple people.   

Once your company registers, your CFO/Controller will receive the homework; two weeks prior to the session, we will reach out to see who will be attending each session in order to confirm they were sent an invitation.  We will also need this information to configure Zoom breakouts properly.  It is imperative we get this information back if you have multiple people joining in for breakouts as going virtual is a learning curve for all of us and we will do our best to make it as valuable and smooth as possible for all.    








How to Register for Non-Members


If you’re not a member, but still interested in attending you can contact Janet Kelleher at kelleherj@theunifiedgroup.com to inquire about a limited number of guest invitations.