Lockton and The CFO Alliance Announce New Strategic Partnership in Charlotte, NC

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The CFO Alliance (CFOA), a leading global peer-driven community for Chief Financial Officers and senior finance leaders across the country, has formed a new partnership with Lockton, the world’s largest privately-owned insurance broker and risk management advisor. Through in-person roundtable discussions, virtual interaction via a vibrant online community, and a rich knowledge base, The CFO Alliance together with Lockton, will help financial leaders network, share knowledge and receive guidance to fuel confident decision-making and to drive positive corporate performance and professional development.

“We are very excited to form this partnership with The CFO Alliance.”
-- Tom Simonson, Vice President in the Retirement Services Division of Lockton

The CFO Alliance (CFOA), a leading global peer-driven community for Chief Financial Officers and senior finance leaders across the country, has formed a new partnership with Lockton, the world’s largest privately-owned insurance broker and risk management advisor. Through in-person roundtable discussions, virtual interaction via a vibrant online community, and a rich knowledge base, The CFO Alliance together with Lockton, will help financial leaders network, share knowledge and receive guidance to fuel confident decision-making and to drive positive corporate performance and professional development.

“We are very excited to form this partnership with The CFO Alliance,” said Tom Simonson, Vice President in the Retirement Services Division of Lockton. “We believe it represents an excellent opportunity for us to build valued relationships with the CFOs of growing firms, gain a better understanding of the issues that are important to them, and share the deep expertise we have as a firm in finding innovative ways to help finance executives manage risk and develop leading-edge benefit programs.” Paul Bruno, Vice President in Lockton’s Employee Benefits Division, and Chad Shields, Senior Vice President in Lockton’s Risk Management Division will lead the firm’s CFOA partnership along with Mr. Simonson.

Lockton will join Academic Partner, Wake Forest University, industry thought-leaders and 40 CFOs at an upcoming interactive breakfast roundtable to discuss "A Well Executed Strategy: The Competitive Response for Middle-Market CFOs." CFOs will have the opportunity to network and share best practices while exploring the opportunities and issues that are defining today’s business environment.

The meeting is scheduled to take place Thursday, November 8 from 7:30 a.m. to 9:30 a.m. at Wake Forest University Uptown Campus in Charlotte, NC. Participation is exclusive to CFOs and senior financial executives. Dan Fogel, PhD, Executive Professor of Strategy at Wake Forest University, will facilitate the discussion. Participants must be registered to attend. Click here for additional details and to register.

About The CFO Alliance
Established in January of 2008 to promote connectivity through a professional community of over 3,000 leading financial executives, The CFO Alliance brings together the experience, knowledge, and collective wisdom of peers, subject matter experts, and academic authorities to enable senior financial leaders and decision-makers to be more effective and act with greater confidence throughout their career. By fostering relationships among those with common objectives, interests, opportunities, and challenges, financial leaders can make long-term investments in their companies and their careers through sharing expertise and gaining confidence in their roles. Based on the success of the initial Philadelphia-based chapter, the CFOA has established a national expansion, with a current presence in 12 U.S cities. For more information, please visit http://www.theCFOAlliance.org/about or follow The CFO Alliance Community on Twitter: @theCFOAlliance

About Lockton
More than 4,450 professionals at Lockton provide 15,000 companies around the world with risk management, insurance, and employee benefits services that improve their businesses. From its founding in 1966 in Kansas City, Missouri, Lockton has attracted entrepreneurial professionals who have driven its growth to become the largest privately held insurance broker in the world and 9th largest overall. For four consecutive years, Business Insurance has recognized Lockton as a "Best Place to Work in Insurance." To see the latest insights from Lockton’s experts, check Lockton Market Update.

About Lockton Retirement Services
Lockton's Retirement Services practice specializes in employer-sponsored retirement plans. Our comprehensive approach to partnering with clients helps them attract and retain employees in a compliant manner. As trusted partners, we work with more than 850 qualified, non-qualified and executive benefit plans that account for more than $24 billion in assets. We focus on fiduciary risk management, which includes compliance services, investment services, vendor management and pension risk services. Our executive benefits and non-qualified plan services assist clients in recognizing and rewarding key executives, reducing turnover, as well as minimizing risk associated with business succession. For more information, visit http://www.locktonretirementservices.com.

Securities offered through Lockton Financial Advisors, LLC a registered broker-dealer and member FINRA, SIPC. Investment advisory services offered through Lockton Investment Advisors, LLC, a SEC registered investment advisor. For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G13569.

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