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A successful chief financial officer has a range of responsibilities that extend beyond the
traditional duties of accounting, financial reporting, budgeting and capital financing. In
today’s challenging business environment, a top CFO must be the organization’s
financial steward while contributing to operational and strategic planning in innovative
ways – 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 and
organizations 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 same
company/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
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 strengthened
the company’s market position. Indicate success in overcoming business
challenges.
• Contribution to the company’s reputation-demonstrated commitment to fiscal
integrity and accountability.
• Outstanding mentor.
• Contributions outside of the company-volunteering, pro-bono or non-profit work,
fundraising initiatives, participation on Boards of charitable and civic
organizations.

Category:
Emerging Company with revenue up to $3mm
Company 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 an
outstanding contribution to his/her company’s performance as evidenced by significant
growth 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, improved
competitive 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 civic
organizations.
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 significant
transaction, transformation or turnaround of his/her company – signifying exceptional
work, dedication and achievement. This candidate has played a key role in a significant
financial 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 in
market cap and/or revenue, positive ratings changes from equity research analysts
and/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 civic
organizations.

Category:
Lifetime Achievement Award
The Lifetime Achievement Award will recognize a current or former senior financial
executive who has honorably represented his/her company or organization by
exemplifying 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 the
questions listed. All information will be held in strict confidence and not made available
for 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:
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:
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 history
and 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: