8/6/2019 Cfo of the Year-nomination Form

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A successful chief financial officer has a range of responsibilities that extend beyond thetraditional duties of accounting, financial reporting, budgeting and capital financing. Intoday’s challenging business environment, a top CFO must be the organization’sfinancial steward while contributing to operational and strategic planning in innovativeways – a leader as dedicated to their company’s success as they are to ensuring their company’s reputation in the community.

This program will recognize the outstanding contributions a CFO has made to his/her 

company’s performance, their contribution and commitment to their professions andorganizations as well as their involvement in the community.

Eligibility:• Candidates must be a Chief Financial Officer or heads of finance within the

company/organization

• Minimum period of service is two consecutive years in the samecompany/organization

•  Nominee must live and work on Long Island in Nassau County or Suffolk County

• All nominations must be acknowledged or endorsed by the nominee

•

 Nominations may be submitted by a company/organization for their own CFO or on behalf of another, such as a client. Self-nominations will also be accepted.

Categories: Public Company with revenue from $1mm to $10mm Public Company with revenue from $10mm to $25mm Public Company with revenue from $25mm to $50mm Public Company with revenue $50mm and above

 Private Company with revenue from $1mm to $10mm Private Company with revenue from $10mm to $25mm

 Private Company with revenue from $25mm to $50mm Private Company with revenue $50mm and above

 Not-For-Profit with revenue from $1mm to $5mm Not-For-Profit with revenue from $5mm to $15mm Not-For-Profit with revenue $15mm and above

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Criteria:• Financial management-demonstrated contribution to the company’s growth and/or 

 profitability, with quantitative examples. Please provide specific examples.

• Achieved operational efficiency, cost reduction, cash flow improvement.

• Innovative financing.

• Revenue growth.• Formed strategic partnerships.

• Implementation of best practices.

• Strategic thinking-provide details of how his/her ideas or initiatives strengthenedthe company’s market position. Indicate success in overcoming businesschallenges.

• Contribution to the company’s reputation-demonstrated commitment to fiscalintegrity and accountability.

• Outstanding mentor.

• Contributions outside of the company-volunteering, pro-bono or non-profit work,

fundraising initiatives, participation on Boards of charitable and civicorganizations.

Category: Emerging Company with revenue up to $3mmCompany criteria: A public or private company; is currently or has in the past been backed by venture investors; has demonstrated significant and sustainable growth over the most recent three-year period; has become a leader in its industry sector.Nomination criteria: CFO of a company under $3mm in revenue who has made anoutstanding contribution to his/her company’s performance as evidenced by significantgrowth and by recognition of the company as a future leader in its industry. Has played a

key role in the company achieving significant milestones, such as:• Managing rapid growth.

• Achieving operational efficiency.

• Capital structure improvement.

• Implementation of best practices.

• Achievement is measurable in terms of financial performance, improvedcompetitive position, and improved company image.

• Outstanding team builder.

• Contributions outside of the company-volunteering, pro-bono or non-profit work,fundraising initiatives, participation on Boards of charitable and civicorganizations.

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Category:Transformation Agent This category will recognize particularly tough assignments. The CFO of a public or  private company who has used his/her expertise in contributing to a significanttransaction, transformation or turnaround of his/her company – signifying exceptional

work, dedication and achievement. This candidate has played a key role in a significantfinancial transaction or series of transactions resulting in transformation of company,such as:

• Recapitalization/Restructuring

• Acquisition/divestiture

• IPO

• Achievement is measureable in terms of capital structure improvement, growth inmarket cap and/or revenue, positive ratings changes from equity research analystsand/or debt rating agencies.

• Outstanding team builder.

• Extraordinary performer in difficult circumstances.

• Contributions outside of the company-volunteering, pro-bono or non-profit work,fundraising initiatives, participation on Boards of charitable and civicorganizations.

Category: Lifetime Achievement Award The Lifetime Achievement Award will recognize a current or former senior financialexecutive who has honorably represented his/her company or organization byexemplifying performance, leadership, integrity, strategy and growth throughout his/her career while bettering the finance profession overall. Testimonial letters from colleagues,clients and the business community will be accepted for this category.

To submit a nomination, please supply the following information and give answers to thequestions listed. All information will be held in strict confidence and not made availablefor publishing purposes.

INDICATE THE CATEGORY FOR WHICH THIS NOMINATION IS SUBMITTED:

WHO IS SUBMITTING THIS NOMINATION?

Name of NOMINATOR:

Email address of NOMINATOR:

Title of NOMINATOR:

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Company of NOMINATOR:

Company Address:

Company Telephone:

Name of company CEO:

Email address of CEO:

Contact name (marketing, office etc):

Contact email address:

Company INDUSTRY:

WHO IS BEING NOMINATED?

Name of NOMINEE:

Email address of NOMINEE:

Company of NOMINEE:

Number of successive years in CFO or equivalent position:

Company Address:

Name of company CEO/President:

Email address of CEO/President:

TELL US ABOUT THE NOMINEE’S COMPANY

Company INDUSTRY:

Description of products and services:

Company’s product or service mergers or acquisitions in past three years:

Annual company sales (fiscal or calendar year): 2010, 2009, 2008:

Number of employees:

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TELL US ABOUT THE NOMINEE

Why should this person be considered as the CFO of the Year?

Provide a resume or other documentation that details the nominee’s career historyand significant achievements (awards, publications, recognition, etc).

How has the nominee contributed to the company’s growth and/or profitability?

Describe the nominee’s strategic initiatives and give details of how market position

has been strengthened by nominee’s initiatives:

Highlight the nominee’s business and management practices that exemplify high

standards in integrity/ethics and demonstrate his/her excellence and accountability:

How has the nominee contributed to other areas of corporate management?

How has the nominee made contributions outside of the company?

Provide additional information regarding this nominee that you feel is important: