CFO Forum on Finance Outsourcing

Finance leaders are being asked to deliver stronger visibility, tighter control, and more strategic insight, often without adding capacity. This CFO Forum explores how finance and accounting leaders use outsourcing as a strategic lever to reduce operational limitations, strengthen governance, and create more room for FP&A, planning, and decision support.

What You Will Learn

Why control comes from structure — how SOPs, internal controls, and documentation matter more than proximity
How finance leaders reduce operational limitations — creating more capacity for planning, FP&A, and decision support
What good governance looks like — how regular reviews, scope clarity, and accountability keep performance on track
Why leadership capacity is the real ROI — freeing time for strategic work instead of staying trapped in day-to-day execution
What finance leaders wish they knew earlier — lessons on scope, staffing, training, and operating model design

Key Speakers

Angel Morales

Role: CPA & Finance Executive, Health Admins

Angel Morales is a CPA and finance executive at Health Admins, a specialist in healthcare administration solutions. He has extensive experience leading and scaling finance organizations, with responsibility across FP&A and a broad range of related functions. He has led multiple M&A transactions and is known for building scalable financial infrastructure that aligns systems, controls, and strategy to support sustainable growth.

Dave Shapiro

Role: Chief Operating Officer, Premier NX

With extensive leadership in global BPO strategy and operations, David has built and scaled delivery centers across North America, Latin America, Asia, and Europe. As Premier’s Chief Operating Officer, he draws on deep operational expertise from roles at Minacs, Dialog Marketing, and as founder of Source One Communications. His track record spans customer experience, back-office transformation, and global outsourcing models that deliver both efficiency and enterprise value.

Neda Remo

Role: Chief Financial Officer, BigRentz

Neda Remo is Chief Financial Officer of BigRentz, a leading construction procurement software platform. She brings deep expertise across accounting, audit, and operational finance, having advanced through multiple leadership roles within the organization. Neda leads capital planning, cost optimization, and financial strategy, helping scale the company with disciplined financial management and data-driven decision-making.

Ted Bernard

Role: Managing Principal of Invantage Group

Ted Bernard is the Managing Principal of Invantage Group, a customer engagement and growth strategy consulting firm. He brings 30+ years of leadership in customer experience, tech innovation, and operations. He has helped drive successful exits, led due diligence and funding decisions (>$400 MM in VC, PE, angel investments), and advises companies from startups to mid-market firms on uncovering opportunities, shaping solutions, and scaling growth.