Asset & Liability Management

· Develop Financial Plan to Maximize Assets and Minimize Liabilities & Expenses

· Manage Cash, Bill Payment, Bookkeeping

· Lead & Oversee CPG team of expert partners: CPAs, Legal Counsel, Insurers, Brokers

· Regular Review of Balance Sheet and Cash Flow Report


Investment & Business Management

· Due Diligence and Business Plans

· Risk Management

· Business Models, Finance Systems, Operating Policies & Procedures

· Formulate and Execute Exit Strategies and Partnerships

Marketing & Promotions

· Develop & Implement Marketing, Sponsorship, Public Relations Strategies

· Initiate, Negotiate, and Manage Licensing Partnerships

· Design, Maintain, and Integrate All Digital Platforms

· Create Community Partnerships and Coordinate All Elements of Charity Events

· Secure Personal Appearances and Speaking Engagements

· Write and/or Deliver Polished Speeches, Pitches, Presentations

 

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CPG Prepares for an Evening with the STARS

It is officially summer in Houston and The Carrie Potter Group is ready to host our first event of the season, The Steve Francis Foundation’s Annual Scholarship Celebration. SFF’s scholarship program provides us with the opportunity to work with outstanding young scholars as they pursue their dreams to earn a college degree. We have worked individually with each of the 48 scholarship recipients over the past 9 years, from the interview process, to administering the program, to celebrating graduations. CPG has helped SFF award over a half million dollars to these Houston area youth.

Read more: CPG Prepares for an Evening with the STARS

Get to Know CPG's Robin Cartmell

Chances are if you call The Carrie Potter Group, or stop by for a visit, you are going to talk to Robin. But how much do you really know about her?

 

 

 

 

 

Read more: Get to Know CPG's Robin Cartmell

Felton and the Knicks Fall Short, but Vow to Come Back Stronger

Raymond Felton was thrilled to be back with the Knicks for the 2012-2013 season and proved it by stepping up his game tremendously. He led the team to a 54-28 finish, the second-best record in the East. Unfortunately, they did not reach their goal of winning an NBA Championship, as they were stopped by the Indiana Pacers in Game 6 of the Eastern Conference Semifinals. On a positive note, this was the first time the Knicks reached the second round of the NBA playoffs since 2000.

Read more: Felton and the Knicks Fall Short, but Vow to Come Back Stronger

Wilcox Lends a Hand In the Month of May

May 21, 2013. The Carrie Potter Group helped Chris Wilcox touch a few lives throughout the month of May, coordinating efforts with the Lupus Foundation of America, the American Heart Association and The Partnership for the Homeless.

 

Read more: Wilcox Lends a Hand In the Month of May