WEL EVENTS

Financial Acumen, what every Non-Financial executive needs to know about Finance

SPECIAL VIRTUAL EVENT March 21st, 4:30 PM – 6:00 PM

Do you cringe when you are in a meeting and financials are discussed? You may manage your budget well, but are not confident with the ins and outs of the P&L, Balance Sheet, and other financials. If your goals are to move up in your career to the C-Suite and Boardroom, then don’t let your lack of financial acumen be a roadblock to your success. Financial literacy is defined as the ability to “read a balance sheet, an income statement, and a cash flow statement, and … understand the use of financial ratios and other indices for evaluating company performance.” This workshop is designed to assist in 1) understanding a company’s annual report and the roles of the board, audit committee and auditor in overseeing corporate financial performance; 2) mastering key concepts underlying generally accepted accounting principles; and 3) understanding and using financial statements to help you analyze the strengths and weaknesses of a business as well as to identify financial challenges and other red flags.

Katrinka McCallum is an experienced public company board director. She serves the Rimini Street, Inc. (Nasdaq: RMNI) Board of Directors as Compensation Committee Chair and as a member of the Audit Committee. Katrinka is also a member of the Board of Directors, serving as Chair of Audit Committee, Chair of Special Litigation Committee and member of Nominating and Corporate Governance Committee and Funding Committee for Intrusion Inc. (Nasdaq: INTZ). Katrinka was appointed by Governor Roy Cooper to the North Carolina Board of Science, Technology & Innovation and serves as Co-Chair of the Data Economy Committee. Her prior board director roles include the North Carolina Technology Association, Round Pond, a Red Hat, Inc. subsidiary board, Micromuse, Inc. (Nasdaq: MUSE) and advisory board member to start-up tech companies. Katrinka is exploring opportunities to further contribute her experience and insights to a diverse portfolio of corporate boards.

Katrinka bridges business and technology to scale enterprises toward billion-dollar expansion. As a key executive leader of Red Hat, Inc., she drove business unit, customer experience and product operations teams, helping the company scale from $400MM to over $3.5B and setting the stage for its blockbuster $34B acquisition by IBM in 2019—one of the largest tech deals in history. Katrinka’s software career has spanned roles as general manager of business units as well as leading sales, marketing, product development, operations and finance teams. An inquisitive, lateral thinker, she is widely recognized for delivering deep business insights, technological savvy and financial acumen honed as a CPA and Big 4 auditor, envisioning, and driving cross-functional strategies that transform teams for peak performance and consistently delivering on the bigger business picture.

Leveraging her current board committee experience and CPA foundation along with being grounded in M&A, investor relations and risk management throughout her career, Katrinka is particularly impactful serving on an Audit Committee. She earned an MBA from The Fuqua School of Business at Duke University, a BA in Economics from Wellesley College, and a Certificate in Accounting from Northeastern University. Katrinka was the founding leader of her collegiate rugby team, recognized as a leading woman in the tech sector, and particularly honored receiving the Service Member Patriot Award.

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