THE ENERGY CFO - Trademark Details
Status: 641 - Non-Final Action - Mailed
Image for trademark with serial number 90638487
Serial Number
90638487
Word Mark
THE ENERGY CFO
Status
641 - Non-Final Action - Mailed
Status Date
2021-10-07
Filing Date
2021-04-12
Mark Drawing
5000 - Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form Typeset
Attorney Name
Law Office Assigned Location Code
M50
Employee Name
I, DAVID C
Statements
Description of Mark
The mark consists of the words the energy cfo showing "the" vertically in small font and "energycfo" horizontally in larger font.
Goods and Services
Outsourced Chief Financial Officer Services, namely, advisory and consulting related to outsourced, virtual, part-time, fractional, on-demand, contract, temporary, and interim Chief Financial Officer, Controller, financial planning and analysis, investor relations, corporate finance, treasury and credit, corporate planning, accounting, cost accounting, financial accounting, administration, and human resources; Startup Chief Financial Officer Services, namely, advisory and consulting related to business planning, commercialization, capital raise structuring, testing business model assumptions, forecasting and what-if scenarios, financial modeling, calculating burn rates, fundraising analysis and advisory, business plans, executive summaries, investor pitch decks, helping entrepreneurs prepare for investor pitches and address investor questions, entrepreneurial finance, new product and service pricing, estimating breakeven costs, product and service cost structure, revenue or sales forecasting, optimal product mix, advisory and analytical support for negotiations and contracting, financial and operational metrics, startup planning, and scalability planning; Outsourced Financial Planning and Analysis (FPandA), namely, advisory and consulting related to financial planning and analysis, performance improvement, budgeting, forecasting, rolling forecasts, 3-way forecasting, financial modeling, economic modeling, what if scenario and sensitivity analysis, predictive forecasting and modeling, benchmarking, competitor benchmarking, management reporting, variance reporting and analysis, trend analysis, regional performance reporting, business intelligence, data analysis, business performance reporting, identifying key performance indicators (KPI) and setting targets, creating financial and operational dashboards to aid in decision making and assess performance, sales forecasting, sales and marketing data analysis, supply and demand modeling and data analysis, production and operations data analysis, financial ratio analysis, working capital reporting (related to bank covenants), and partnership analysis; Business Consulting services, namely, advisory and consulting related to advising how to build out and improve client accounting services, developing processes and staff role responsibilities, strengthen internal controls, business process automation, supply chain and procurement, inventory management, asset efficiency, asset optimization, finance and accounting related cloud software selection/ implementation/integration, ERP selection and integration, digital technology optimization and automation, project management, corporate finance; Cash Flow Forecasting Services, namely, advisory and consulting related to cash flow improvement, thirteen (13) week cash flow forecast, cash flow management, working capital management, cash flow management, cash conversion cycle management, accounts receivable management, accounts payable management, inventory management, debt and equity financing; Profitability Consulting Services, namely, advisory and consulting related to operating margin and profitability improvement, revenue enhancement, identifying new sources of revenue, cost reduction, cost control, pricing strategies for products and services, customer profitability analysis, product mix and margin, cost accounting, project cost accounting, breakeven cost analysis, working capital management, accounts receivable management, accounts payable management, credit processes and policies, and payment term analysis; Strategic Advisory Services, namely, advisory and consulting related to strategy guidance and strategic planning, SWOT (strengths, weaknesses, opportunities, and threats) analysis, risk management and mitigation, strategic partnering, competitor benchmarking, capital structuring, investment decisions, asset or portfolio optimization, valuation advisory services, resource planning, operations planning, sales and marketing business plans, organic growth services, turnaround and restructuring services, preparing companies for sale, family succession planning, and transaction advisory services; Transaction Advisory services, namely, Mergers and Acquisition support services, data room preparation, due diligence, financial modeling, valuation advisory, acquisition and carve out integration, post-acquisition transition, exit support advisory services, exit planning and execution, exit financial modeling, exit valuation, and IPO Readiness services; Board Advisory Services, namely, advisory and consulting related to serving as a business advisory to a family or private company board member, attend and participate in client boards, prepare board materials, lead financial discussions, recommend specific corporate governance and initiatives, provide strategic/business/commercial/and financial insights, board questions and answers, make strategic introductions to individuals in our network; and Executive Search and Staffing Services, namely, developing role descriptions, assisting with screening, and other activities related to temporary staffing and/or permanent placement of finance and accounting executives, managers, and staff
Pseudo Mark
THE ENERGY CHIEF FINANCIAL OFFICER
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-07-20
Primary Code
035
First Use Anywhere Date
2013-09-03
First Use In Commerce Date
2013-09-03
Current Trademark Owners
Party Type
10 - Original Applicant
Address
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Correspondences
Name
USHA MENON
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration4890713
Trademark Events
Event DateEvent Description
2021-04-15NEW APPLICATION ENTERED IN TRAM
2021-07-20NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2021-09-21ASSIGNED TO EXAMINER
2021-10-07NON-FINAL ACTION WRITTEN
2021-10-07NON-FINAL ACTION E-MAILED
2021-10-07NOTIFICATION OF NON-FINAL ACTION E-MAILED