Join us for an invitation-only CFO breakfast with leaders from Southern California’s life sciences, healthcare, and medical sectors to explore how AI is reshaping finance, from faster close cycles and sharper forecasts to stronger controls and smarter capital allocation.
May 12, 2026
8:30 – 10:30 AM PDT
Newport Beach Country Club
One Clubhouse Dr, Newport Beach, CA 92660
Overview:
Join McDermott + Bull and our partners for an invitation-only CFO breakfast bringing together leaders from Southern California’s life sciences, healthcare, and medical sectors.
Together, we will explore how finance leaders are approaching AI in practice, with a focus on where it is driving real impact, how organizations are managing risk and governance, and what it takes to move from strategy into execution.
We will open with a briefing from Rob McGillen, VP, AI Practice Leader at CBIZ, who will share perspectives on:
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- Value creation in finance, including opportunities to accelerate close cycles, enhance forecasting, and optimize working capital
- Risk, controls, and assurance, with a focus on data protection, auditability, and model governance
- Execution strategies, including funding approaches, vendor selection, and operating model updates required to scale
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Following the briefing, we will open the discussion for shared insights and perspectives.
Exclusivity: This event is by invitation only.
Contact: If you have any questions, please email marketing@mbexec.com.
Event Hosts
About McDermott + Bull Executive Search:
McDermott + Bull Executive Search is leading the way in transforming executive search services worldwide, one relationship at a time. With experienced Principals in Canada, United States, and Europe, McDermott + Bull has become the trusted search advisor for empowering change on behalf of private and public companies, private equity firms, and their operating companies. Known for being thorough and balancing the need for urgency, McDermott + Bull provides personalized solutions to those who value contribution over pedigree. Leveraging deep vertical experience, innovative thinking, and proven time-saving methodologies, the company challenges the norm and thrives in the recruitment of difficult-to-find, culture-critical VP to C-Suite executive talent.
About McDermott + Bull Interim Leaders:
McDermott + Bull Interim Leaders is a unique, personalized, and urgent service that places performance-focused senior-level executives into consultative roles to manage business challenges and opportunities during a time of transformation. The interim leader talent pool consists of senior-level professionals across a diverse functional spectrum who meet the rigorous qualifications to work on time-sensitive engagements. The firm specializes in placing operations, finance and accounting, technology, human resources, and executive-level functions.
About SoCalBio:
SoCalBio is the premier life sciences trade association representing the biomedical, medical device, diagnostic, and digital health sectors across Southern California. The organization connects companies, investors, researchers, and policymakers to accelerate innovation and support the growth of the region’s life sciences ecosystem. Through advocacy, education, networking, and industry programs, SoCalBio works to advance scientific discovery, strengthen the life sciences workforce, and position Southern California as a global hub for healthcare innovation.
About CBIZ:
CBIZ is a leading professional services advisor providing accounting, tax, advisory, benefits, insurance, and technology solutions to organizations across the United States. With offices nationwide and a multidisciplinary team of specialists, CBIZ partners with businesses at every stage of growth to help them navigate complex financial, operational, and regulatory challenges. Through an integrated approach that combines industry expertise with personalized service, CBIZ supports companies in strengthening performance, managing risk, and achieving long-term success.
Event Agenda
8:30 AM | Event Begins
9:00 AM | Guest Speaker
9:30 | Interactive Breakouts
10:30 AM | Event Concludes
Frequently Asked Questions
Where can I find parking?
There is complimentary on-site parking.