Beyond the P&L: Advanced Financial Strategies for Scaling Businesses
Please note:Â This is an exclusive event for CEOs, presidents and business owners of second-stage companies.Â
Join us for an intensive session designed specifically for leaders of second-stage companies. Led by Mario Larralde, Senior Vice President Commercial Banking Regional Market Executive, BankUnited, this program focuses on the critical financial frameworks necessary to transition from steady operations to accelerated growth.
Why Attend?
In the complex landscape of scaling a business, intuition must be backed by sophisticated financial strategy. This session moves beyond basic accounting to explore the high-level financial insights required to drive sustainable growth and long-term success.
Mario Larralde will provide a roadmap for CEOs to better understand the levers that influence their company’s valuation and operational health. The discussion will center on moving from a reactive financial posture to a proactive one, ensuring that your organization is prepared for the demands of rapid expansion. Attendees will gain a clearer understanding of how to align their internal financial structures with their broader vision for the company.
For those attending our breakfast sessions, a dedicated executive handout will be provided to serve as a strategic guide for note-taking and future implementation within your leadership team.
Key Takeaways
- Capital Readiness: Understand the specific requirements and structural adjustments needed to make your company attractive for significant investment or expansion capital.
- Credit Optimization: Learn how to strategically position your business to maximize borrowing power and improve terms with financial institutions.
- Risk Management: Identify and mitigate the unique financial vulnerabilities that arise during a high-growth phase to protect your company’s equity and stability.
Don’t miss this opportunity to gain expert insight, ask questions, and connect with other second-stage CEOs navigating similar challenges.
A light breakfast will be provided. Space is limited—reserve your seat today.
This event is part of a series:
- Wednesday, January 28, 2026 featuring Kevin Smith, Skyway Capital Markets and Chris Swink, Northern Trust
- Wednesday, March 25, 2026 featuring John Burgess, JacksonLewis
- Wednesday, April 22, 2026 featuring Mario Larralde, BankUnited
- Wednesday, May 27, 2026 featuring Maria Morales, CliftonLarsonAllen
- Wednesday, August 26, 2026 featuring Chris Swink, Northern Trust
- Wednesday, October 28, 2026 featuring Michael Dobbs, USI




