The Modernization of the CFO Role

Jason Chess is a Senior Vice President and Commercial Banking Officer at Signature, a division of Esquire Bank. He works with privately held, lower middle-market companies throughout Chicagoland, helping clients manage and optimize their overall banking relationships.

Jason advises businesses on a range of banking needs, including lending, deposit strategies and Treasury Management solutions. His approach is focused on helping clients maximize the value of their deposits, improve efficiency and save time while also implementing fraud prevention strategies designed to help protect their accounts and assets.

Kim is a Partner in Cherry Bekaert's CFO Advisory practice, where she helps organizations improve financial and operational performance through process optimization, business transformation and technology-enabled change. She works closely with leadership teams to address complex challenges, enhance organizational effectiveness and support growth initiatives that create long-term value.

Anne is well versed with state and federal labor & employment law. Manufacturing and technology employers value her guidance on cost-saving risk mitigation by way of policies, training and handbooks. Clients also value Anne’s secondment experience for an international chemical manufacturer acting as in-house employment and contracts counsel.

Nick, a Managing Director at Protiviti based in Chicago, is a global leader in the firm’s CFO solutions. With over 25 years of experience, he specializes in Finance Transformation, including public company transitions, finance process optimization, accounting standard transitions (ASC 606 & 842), reconciliation and restatement initiatives, shared service centralization, financial process re-engineering, and financial application implementation.