February 2019 Lunch and Learn recap: When do you need a CFO?

March 07, 2019

When do you need a CFO

The job of a CEO in business can be overwhelming. Aside from being the face of the company, a business leader also makes most of the business decisions and manages the overall operations and tasks of the company. Even if the workload is tearing at the seams, most business owners tend to want to steer the ship themselves.

The conventional thinking is that your business is your vision, and doing it all yourself is the only way to accomplish it. However, without help, you’ll only be able to do so many tasks.

Financial success isn’t achieved alone. Being a CEO is a tough act to follow, but having great employees or partner is a way to expand your vision further. A seasoned businessperson who can take your financial goals beyond your means can be the best way to accelerate business growth and reduce the burden on your shoulders.

At February’s lunch and learn, finance expert Mark Puzdrak explored how you can further your business vision with a financial partner. 

Mark covered:

  • Identify scenarios that will alert you when you are not receiving financial information in a timely way.

  • Practices your CFO/CEO should provide you.

  • How to set and reach your financial goals. 

Check out Mark’s presentation below to learn how you can seek help and success beyond your means.

Mark Puzdrak’s presentation - Be the CEO




Ed Lette

Business Bank of Texas

Ed Lette is a Founder of Business Bank of Texas. Serving as a licensed CPA since 1983, Ed’s extensive experience in the banking industry has led him to become the founding president of four national bank charters including Business Bank of Texas, N.A., and the chief financial officer of five national banks during his 45 year career. Ed serves as director of the Texas Bankers Association District 4, chairman of the Executive Advisory Council to the School of Business at Texas Lutheran University, and is a life member of the Texas Association of Business.
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