Welcome to the Events Demystified Podcast, hosted by Anca Platon Trifan, CMP, DES, WMEP! In this episode, our host welcomes Jeffrey Mazza, CEO of Millstone Consulting Group. With over 20 years of experience in finance and event management, Jeffrey shares invaluable insights on cash flow management, AI financial planning, and risk mitigation for small businesses, especially in the event industry. Discover tips on how to create effective cash flow forecasts, manage unexpected expenses, and leverage AI for financial planning. Jeffrey also touches on the importance of mental and physical well-being for business success. Don’t miss out on this informative episode where you can learn how to secure your financial future in the ever-evolving world of events.
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VIDEO EPISODE
GUEST BIO
Jeffrey Mazza, CEO of Millstone Consulting Group, CFO Events & Hospitality Companies is a finance executive with over 20 years of experience and a background in investment, public accounting and corporate finance. He has a measurable history of helping businesses succeed by designing and executing growth strategies based on data intelligence and by leveraging expertise in raising capital. Jeffrey is a business visionary able to identify and capitalize on opportunities to accelerate profitability through effective financial planning and analysis (FP&A), strategic partnership/relationship development, and team leadership. Jeffrey is experienced in developing and managing all financial and operational aspects of startups. Jeffrey also possesses strong process improvement and problem-solving skills that propel clients to the next level. Mazza earned a bachelor’s degree in finance from University of Massachusetts, Amherst, and attended the MBA program at DePaul University Charles H. Kellstadt Graduate School of Business. Jeffrey Mazza also holds the CFE (Certified Fraud Examiner) designation. He serves as a steering committee member at The CFO Leadership Council, is a member of the Association of Certified Fraud Examiners, Financial Executive International and CFOrward Group. He also is an active volunteer and a board member of The GALF LLC.
Key Background Highlights:
- Owned distribution company & restaurant company => performed events in Illinois.
- Co-owned events company => performed events in Illinois/Wisconsin/Michigan
- Currently perform CFO services for events company that operate all over the Greater Chicagoland area and other states.
- Fundraising experience; Secured $10mm in funding overseas capital road-show in Kuala Lumpur, Hong Kong, Tokyo and Dubai.
- Was CFO of a $150mm hyper growth company
- Public Accounting; lead the outsourced accounting practice at top 8 public accounting; was the CFO for many clients; was the CFO a client that spearheaded the sale to a PE firm.
🔍 Topics Covered:
- Understanding the Lifeline of Business: Cash Flow Management
- Proactive Financial Planning and Scenario Forecasting
- Building a Robust Financial Team
- Leveraging AI for Financial Planning and Cash Flow Management
- The Human Element of Finance: Wellness and Well-being
Connect with our Guest at the links below:
- Website: https://www.millstoneconsultinggroup.com/
- LinkedIn: https://www.linkedin.com/in/jeffreymazza/
Connect with your Podcast Host at the links below:
- LinkedIn: https://www.linkedin.com/in/ancatrifan/
- Instagram: https://www.instagram.com/treefan_events/
- Instagram: https://www.instagram.com/eventsdemystifiedpodcast/
- Instagram: https://www.instagram.com/fit.mindful.maven/
Follow the podcast on LinkedIn page, YouTube page, Threads, X (Twitter), and Instagram to stay updated on the latest episodes and join the conversation.
Original Podcast Music written and produced by Fable Score Music.
“Events: demystified” Podcast is brought to you by Tree-Fan Events, a leading boutique event planning and production agency, woman-owned and operated offering a comprehensive approach to event management and production, integrating cutting-edge technology, AI tools, analytics, and a laser focus on enhancing attendee experiences for a holistic event cycle in order to create memorable virtual, hybrid, and in-person events.
Let’s create something extraordinary together during this focused Next-Level Strategy Session.
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