Meagan Thompson MBA, CPA, CFE

Questioner
DISC Type : c

Chief Accounting Officer (CAO) at Safe Harbor Marinas

Dallas, Texas, United States

Overview

Meagan is a results-driven Senior Finance Executive with over 20 years of experience, currently serving as the Chief Accounting Officer at Safe Harbor Marinas. She specializes in SEC reporting, M&A due diligence, and P&L management for global companies. Meagan holds an MBA, a CPA, and is a Certified Fraud Examiner.

Meagan is passionate about mentorship and empowering women in business. A 2024 graduate of the Leadership Texas program, she is a strong advocate for professional development for female leaders. She has also served in a voluntary leadership role for the Dallas Chapter of the SEC Professionals Group.

Interesting fact: Meagan is dually certified as a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE), giving her a unique expertise in both financial oversight and fraud investigation.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

M&A and Growth
Expressed public excitement for her company's acquisitions and its "next journey, " showing a clear focus on corporate expansion and strategic growth initiatives.
Women's Leadership
As a recent graduate of the Leadership Texas program, she is a vocal advocate for unique professional development opportunities tailored for women leaders.
Building Teams
Actively recruits for her department, referring to it as her "amazing team" and showing a personal investment in talent acquisition and a positive corporate culture.

Media Appearances

Meagan has no verified media appearances

Work History

2-2021
Chief Accounting Officer (CAO) at Safe Harbor Marinas
2-2020 - 2-2021
Senior Vice President Finance and Accounting at Safe Harbor Marinas
1-2017 - 2-2020
Vice President of Accounting at Safe Harbor Marinas
11-2015 - 12-2016
Controller at Southwest Laboratories
3-2014 - 6-2016
Vice Chair of the Dallas Chapter at SEC Professionals Group

Education

2003 - 2004
M.B.A. from St.Edward's University
1997 - 1999
BA from Huston-Tillotson University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Dallas, Texas, United States Job Level : Leadership Designation : Chief Accounting Officer (CAO) at Safe Harbor Marinas
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Insights For Selling To Meagan

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Meagan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Meagan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Meagan move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Meagan take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Meagan

Personality Compatibility


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