---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-23-008723"
form_type: "8-K"
ticker: "BEEM"
cik: "0001398805"
company_name: "Beam Global"
filed_at: "2023-12-08T23:59:59+00:00"
generated_at: "2026-06-07T15:29:57.891326+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Beam Global appoints Lisa Potok as new CFO; McDermott steps down

## Summary
- Lisa Potok appointed CFO effective Dec 4, 2023; salary $310K/yr, bonus up to 50%, option for 75K shares vesting 4 years.
- Outgoing CFO Kathy McDermott steps down but remains employed through Dec 31, 2023 for transition support.
- Potok previously CFO of Nice North America, took Newegg public; brings international experience and CPA.
- Company revenue grew from $5M in 2019 to nearly $50M in first 3Q 2023.
- Potok holds a BA in Accounting from Hillsdale College and an MBA from UC Irvine.

## SEC filing metadata
- accession: 0001683168-23-008723
- form_type: 8-K
- ticker: BEEM
- cik: 0001398805
- company_name: Beam Global
- filed_at: 2023-12-08T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1398805/000168316823008723/0001683168-23-008723-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1398805/000168316823008723/beam_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-23-008723
- JSON: https://secwatch.observer/filing/0001683168-23-008723.json
- Plain text: https://secwatch.observer/filing/0001683168-23-008723.txt

## Key facts
- Executive change
  Kathy McDermott departed as Chief Financial Officer at Beam Global.
  - Action: stepped down
  - Role: Chief Financial Officer
  source text: Effective December 4, 2023, Kathy McDermott stepped down from her role as Chief Financial Officer of the Company but will remain employed with the Company until December 31, 2023 to help ensure a smooth transition.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1398805/000168316823008723/0001683168-23-008723-index.htm
- Executive change
  Lisa A. Potok was appointed as Chief Financial Officer at Beam Global.
  - Action: appointed
  - Role: Chief Financial Officer
  source text: On December 4, 2023, Beam Global (the “Company”) announced that it has appointed Lisa A. Potok, 54, as Chief Financial Officer.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1398805/000168316823008723/0001683168-23-008723-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.