Our Mission

The CFO Council of Savannah provides a trusted and discreet forum for Coastal Empire & Lowcountry Senior Financial Executives and Corporate Decision-makers to share best practices; and discuss and inform members about financial and operational issues, legal and regulatory requirements, technology developments, etc.

Our Members

2 distinct groups comprise our membership:

1. Senior Financial Executives: Business Executives who are responsible, directly or indirectly, for the financial management and the financial well-being of their company, and who hold decision-making authority for their enterprise. Members may include CFO's, Controllers, Presidents, Owners, CEO's, COO's, Treasurers, Senior VP's, Directors of Human Resources, or other similar roles. Up to two SFEs per company, per meeting, please. As of January 2020, dues for all attendees will be $35/meeting, or $200/annual membership.

2. Resource Company Representatives:  Resource companies are defined as companies that provide services and expertise related to relevant issues facing our SFEs. Representatives of resource companies are people who are not involved in the financial management or decision making of the company. They include entities who provide valuable insight as to relevant issues facing our SFE members. These companies may include Banks, Accountants, Financial Advisors, Insurance providers, Human Resource Experts, etc.  One CRC per company, please. Resource Company Memberships begin on January 1st, and require an investment of $35/meeting, or $200/annual membership.




Pay your $200 Annual Membership Dues
via our secure PayPal link
(SFE or Resource Company):



Not an Annual Member? Pay your $35 per meeting fee
via our secure PayPal link:

Monthly Meeting


The December Meeting will be held at the Chatham  Club

Date:              Wednesday, December 16, 2020
Time:              Coffee begins at 7:00 AM, Breakfast at 7:20 AM
Location:       The Chatham Club, 15 East Liberty Street, 14th Floor 
                         
Please register for the meeting by 5 PM Thursday, December 10th.  
 
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Topic and Speaker:  

Everything Old is New Again: How Changes in the Estate Tax May Affect Business Owners


Please plan to join us for our annual holiday meeting at the Chatham Club. We will be joined by Jeffrey Williamson of J.L. Williamson Law Group who will speak on changes in estate tax law and how that may affect business owners.

Speaker and Sponsor

Jeffrey L. Williamson is the founder of J. L. Williamson Law Group, LLC. The firm specializes in elder law, asset protection, tax planning, and tax controversy.

Jeffrey is knowledgeable in many areas of federal and state taxation, but he has particular expertise with regard to estate and gift taxation, income taxation of partnerships, and taxation issues unique to tax-exempt entities. He has significant experience with regard to federal tax controversies and is well versed in the audit policies and procedures of the Internal Revenue Service.

Jeffrey’s estate planning practice focuses mainly on helping clients protect their assets from creditor claims and minimizing federal estate tax liability. Through his skill at drafting trusts and other types of sophisticated agreements, Jeffrey is able to help clients maximize their long-term care benefits while also preserving their children’s inheritance.

A frequent lecturer, Jeffrey has presented many seminars on taxation and estate planning issues to various civic groups and investment professionals.

Jeffrey received his Bachelor of Business Administration from Mercer University in 2000. He continued his professional education at the University of Georgia receiving both his Juris Doctor and Master of Accountancy in 2003 and 2005, respectively.

After completing his education, Jeffrey began his career with the Small Business/Self-Employed Division of the Internal Revenue Service and then served as in-house counsel to two mid-sized accounting firms.

Jeffrey is a member of the taxation sections of both the American Bar Association and the State Bar of Georgia. He is also a member of the National Academy of Elder Law Attorneys.

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Regular Meeting Attendance guidelines:

Senior Financial Executives (SFE's): Up to 2 per meeting. SFE’s are company management personnel who are responsible, directly or indirectly, for the financial management and financial well being of an organization.  SFE’s may include but are not limited to: CFO’s, Controllers, Vice President-Finance, Treasurer, President, CEO, Business Owners. etc.  

Resource Company Representatives (RC): 1 per meeting. Resource companies are defined as companies that provide services and expertise that may be of value to SFE’s.  Representatives of resource companies are people who are not involved in the financial management or decision making of the Company. Resource companies may include but are not limited to banks, insurance providers, lawyers, investment advisers, public accountants, colleges, staffing/recruiting, payroll providers, consultants, bookkeepers, etc.
     

YOUR NAME HERE!
We are still seeking sponsors for upcoming months!  If your organization could benefit from some increased exposure to our CFO Council membership, please contact Rebecca Vincent for more information!