Special Interest Groups
Although most of our members are CFO's, or Controllers, many members are in special areas where the membership count is much lower. To facilitate any special networking opportunities I want to make you aware of the following special interest chairmen. Please feel free to contact someone in your specific area of expertise. You only need one sponsor, so here is an easy way to find one.
To join one or more of these special interest groups:
• Send the chair of that group an e-mail, or call the phone number listed.
• You may want to e-mail your résumé so we can better assist you.
We are open to establishing other special interest groups. If you have any suggestions please let us know.
Please visit our Meeting Announcements page for meeting times and locations.
Click the 
button under a person's name to show/hide their bio information.
Aerospace & Defense Companies
Asset Management
Automotive Industry
Banking
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Maurice Krisel |
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molexus@aol.com |
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203.331.5644 |
| Maurice has served as Co-chairman of the FENG's Banking Special Interest Group since its inception and also serves on the Compliance and Control Committee for the Risk Management Special Interest Group.
He is an accomplished financial executive and management consultant with an extensive background in Banking and Cash Management, Capital Markets, Treasury, Trade Finance, Risk Management and Technology. A major strength is his ability to develop and implement innovative, feasible solutions to resolve complex management issues.
Maurice has consulted to major corporations and conducted numerous consulting engagements. His industry exposure includes banking, investment banking, financial services, insurance, healthcare, pharmaceuticals, consumer electronics, paper, packaging and chemicals, food manufacturing and distribution, and airfreight. He is accustomed to dealing with all levels of management, and is highly effective in working with user communities and technical personnel.
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Capital Markets
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Alan Roth |
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alr4343@aol.com |
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203.682.6058 (office) |
| Managing Director, Capital Markets and Investment Banking
Source Capital Group
Westport, CT.
Previous Positions:
Overall, 20 years of Wall Street Experience, last fifteen years in Investment Banking (1989-present).
Other Investment Banking Positions have included:
Prudential Securities: Director, Investment Banking Division, Business Services Group
Lehman Brothers: Vice President, Investment Banking Division, Consumer Group
Dean Witter Reynolds: Vice President, Investment Banking Division, Consumer Group
My education includes the following:
B.S. in Finance and Economics from Boston College; and
MBA from Harvard Business School
h: 203-254-3350
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Construction Industry
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Edward Johnston |
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EJohnston@greyhawk.com |
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516 802-5750 |
| Ed Johnston is CFO & Business Manager for GREYHAWK North America, LLC. GREYHAWK is a Construction Management and Consulting firm, providing consulting services to the construction industry internationally. He is a CPA with an MA and MBA, and has spent over 15 years in the construction field after having begun his career at Arthur Andersen. His experience ranges from Controller/CFO roles for mid-sized specialty trade contractors with work concentrated in New York, to serving as Treasurer for the Americas of a multi-national conglomerate.
Ed is currently a member of the New York State Society of CPA's Construction Contractors' Committee, and is President of the Long Island chapter of the Construction Financial Management Association (CFMA). |
Credit Management
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Bob Shultz |
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rshultz@quotetocash.com |
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805.520.7880 |
| During his corporate career Robert Shultz had a successful 30-year track record in a variety of industries within large and multi-national organizations. Each subsequent position added to his hands on management skills and knowledge of quote to cash processes.
As Vice President of Corporate Credit and Customer Finance for Sony Pictures Entertainment, Robert established the Corporate Credit and Customer Finance function for global operations. Sales to 64 countries exceeded $5B. The focus was on restructuring the organization, streamlining and automating quote to cash processes and implementation of major systems improvements. Days Sales Outstanding was reduced by 36% with a reduction in the past due balance of 45%. This was accomplished even as revenues continued to increase.
In 2001 Robert became a Founding Partner of Quote to Cash Solutions (Q2C), a consulting firm focusing on the quote to cash cycle, management coaching, training and expert witness activities. Through process streamlining, organization integration and automation Q2C helps companies improve cash performance and manage accounts receivable risk.
Robert has successfully provided clients with consulting and training services. Clients have included midsize and Fortune 500 companies in the entertainment, high tech, internet advertising, consumer electronics and spirits industries in the U.S., Europe and Latin America. He has assisted them in determining how best to organize their credit and collection operation, leverage outsource options and implement systems solutions to automate manual efforts.
For many years Robert has participated in National Association of Credit Management (NACM) activities as a member of the Foreign Credit Interchange Bureau (FCIB), the Credit Research Foundation (CRF), as a delegate to the Legislative Conference in Washington DC and as a member of the NACM’s Technology and Policy Committees.
Robert was the Chairman of the Board of Directors of CMA Business Credit Services for 2003-2004 after heading up the CMA’s Strategic Planning effort. He remains active on the CMA’s Board and on the Advisory Committee. In 2001 he was named CMA’s Credit Executive of the Year in recognition of his contribution to the Credit Profession.
Robert also serves as a member of the National Dun and Bradstreet Advisory Group and is on the Advisory Board of Credit Today Magazine. He has published numerous articles, speaks on credit management topics and has been the featured Credit Executive profile of the month in both Credit Today and IOMA’s Report on Managing Credit, Receivables and Collections.
Robert has his degree and advanced course work in Public Administration from California State University at Los Angeles.
About Q2C
Quote to Cash Solutions (Q2C) delivers quality solutions that improve companies and financial institutions cash flow, operational efficiency, customer retention and satisfaction. Each Q2C Partner and Associate brings over 25 years of global financial and credit process management experience in a variety of industries. As “senior credit experts” Q2C tackles credit, collections and accounts receivable performance issues from the eyes of an experienced practitioner. They review processes, procedures, reporting, deduction management and organizational alignment. Q2C helps evaluate alternatives in selecting state of the art systems and other solutions. Additionally they provide coaching to managers responsible for credit and collection activities, provide training and are expert witness consultants in bankruptcy preference lawsuits. For additional information visit Q2C on the web at http://www.quotetocash.biz |
Energy & Natural Resources
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Sterling McDonald |
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sterlingmc@houston.rr.com |
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Off: 713.935.0122 Cell: 713.299.2773 |
| Sterling is currently CFO of Evolution Petroleum Corporation, formerly Natural Gas Systems, an AMEX listed company headquartered in Houston, TX. Sterling has helped public and private petroleum and oilfield service companies, spanning Startups to $6Byn International organizations. His previous experience includes serving as CFO of PetroAmerican Services, CFO of PetroStar Energy and Treasurer of Reading & Bates Corporation, the predecessor to R&B Falcon.
Sterling holds an associate certification as an APA (Accredited Petroleum Accountant and an MBA with highest academic achievement. |
Family Businesses
Food Industry
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Bob Lampo |
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blampo1@yahoo.com |
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631.293.0030 |
| Mr. Lampo is Vice President of Finance at Natural Organics, Inc. a leading
manufacturer of vitamins, nutritional supplements and foods. Prior to
Natural Organics Inc., Bob held positions at Swift and Company, ConAgra,
Empire Kosher Poultry and Salerno Plastics. He also ran his own consulting
company servicing clients within the food industry. Bob is a graduate of
Florida Atlantic University in Boca Raton, FL.
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Healthcare
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Louis Hanson |
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biglou48@optonline.net |
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609. 577.0131 |
| Lou is the Director of Managed Care for Bayonne Medical Center and Richmond Medical Center. He has been in the managed care field for over twenty five years and have worked on both the provider and the insurance side of the industry. He was the Vice President of Finance for HIP of New Jersey from October 1992 to December 1998 and the Executive Director and CFO of Prestige Health fron July 1999 until September 2003. He has been working in my current position since February 2005. I have a Bachelor of Science from Penn State University and graduated in June 1976. |
High Technology
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Gary Patterson |
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patterson.gw@verizon.net |
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781.237.3637 |
| Founder FiscalDoctor. KPMG CPA / Stanford MBA in Operations, Finance and Marketing. Worked in all major technology sectors and manufacturing, service, and distribution – helping 100 companies. Geographic background before coming to Boston 6 years ago includes the Southwest, Southeast and England. Although usually CFO, has held all functional titles, including COO, CTO, CCO, Head of Sales and President. www.FiscalDoctor.com |
Information Technology
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Joe Gillespie |
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joe@gillespiemail.com |
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309.642.4942 |
| Joe Gillespie is a proven leader having roles as CEO, CIO, and CFO. Joe
enables growth and creates growth competitive advantage for organizations
utilizing information technology solutions while controlling and reducing expenses. He has a reputation as an innovative and dynamic agent of change
and has extensive experience with rapidly evolving organizations, including M&A, public offerings, start-ups, spin-offs, and corporate restructurings.
Throughout his career Joe has always played a leadership role for companies
in transition or companies undergoing rapid change and has implemented and
integrated ERP solutions, outsourced certain functions, managed large-scale
software development projects, successfully implemented program management
offices, built IS departments from scratch and turned others around, and
assimilated numerous acquisitions with the technical and organizational
development issues that arise.
Joe Gillespie has been as a Chief Information Officer for over 15 years for a couple of NYSE listed companies and has been a CFO for another NYSE listed company for 5 years. As an entrepreneur, Joe started his own consulting company in Illinois, originally based on an outsourcing agreement with a large international gas & electric utility company, and then expanded to include a satellite office in Kansas.
After selling his company, Joe returned to school to hone his skills on the latest techniques and management principles. In 2004, he graduated 1st in his class of over 100 from the University of Illinois with a Master of Science in Management Information Systems. Joe has also been awarded an MBA, BS, BBA, and Project Management certificate and is Six Sigma certified and a certified e-Business Consultant.
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Insurance
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Dan Towle |
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dantowle@comcast.net |
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860.693.4829 |
| Daniel Towle is the managing director of the Northeast Region with responsibility for client relationships and business development in New England and New York for Kingson Group. Mr. Towle has spent over 20 years working in insurance, investments, technology and banking in a variety of senior functional roles including business development, consulting, corporate finance, marketing, treasury, controllership, operations and human resources. Before joining Kingson, Mr. Towle ran a professional service firm, Parker Advisors, LLC, which assisted companies to solve strategic and operational problems. In addition, he has held management positions at SS&C Technologies, General Re – New England Asset Management, Shawmut Bank, Executive Risk and Travelers Insurance Companies.
Mr. Towle has been a presenter or guest lecturer for Institute of Internal Auditors, Professional Risk Managers International Association, University of Hartford and Bentley College. Mr. Towle received his Masters in Business Administration from Dartmouth’s Amos Tuck School and undergraduate degree from Williams College.
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Intellectual Property
Internal Audit
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Ed Scannell |
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ejscannell@aol.com |
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203.552.6640 |
| Ed is currently Vice President, Internal Audit with Blyth, Inc. headquartered in Greenwich, CT, a home fragrance & décor, seasonal decorations and gift company. Blyth designs, manufactures, and markets an extensive line of candles and home décor products under brand names such as PartyLite, Colonial Candle of Cape Cod, Seasons of Cannon Falls, CBK, Miles Kimball, Walter Drake, Sterno and Boca Java.
Before joining Blyth, Ed gained broad experience as a CPA, VP Finance, controller, internal audit, mergers, acquisitions and divestitures, cost analysis, project management, recruiting, management development and consulting on global projects for Dexter Corporation, a NYSE company with five global businesses - Life Science, Electronics, Aerospace, Chemical & Specialty Materials. Products included semiconductor coatings, aerospace adhesives, protein expression, DNA applications, magnetics and tea bag paper. Also, International Paper Company in New York City. World’s largest pulp, paper and wood products company and Pannell, Kerr, Forster, a worldwide CPA firm headquartered in New York.
Ed is a graduate of Villanova University with a BS in Economics. A Certified Public Accountant and a member of the NYSSCPA, AICPA, IIA and FEI. Ed was a guest lecturer at University of Massachusetts, Isenberg School of Management, on Growth, Mergers and Acquisitions, and has service on Boards of non profits, professional & homeowners associations, leadership roles in Boy Scouts and Little League. His other interests include worldwide travel, sailing, skiing and chess. He is married to Sally with two grown children.
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International
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Peter Welch |
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peter_welch@contractualcfo.com |
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617.869.8439 (Cell) |
| Mr. Welch, a U.S. and British citizen, is a very experienced analyst, financial manager, senior level
consultant, entrepreneur, accountant and businessman.
His experience of about 25 years encompasses organizations from multi-billion dollar to small start-ups with strengths that include developing and
implementing changes to financial systems. In 1996, he founded and incorporated under Consulting and Educational Services Inc., a 'virtual' consulting business (www.ContractualCFO.com) that was formed to offer, amongst others, start-up consulting/interim CFO
services, small business incorporation programs and process reengineering. Development of 5-year business
plans, budgeting models and cash flow projections were a key offering. In 2004, ContractualCFO announced the
formation of SOX International Inc., to specialize in offering Sarbanes- Oxley Section 404 compliance to
U.S. Corporations with overseas
subsidiaries/operations. Mr. Welch has taught Graduate/Undergraduate level Accounting and Finance at
the University of Southern New Hampshire and Golden Gate University, CA, including the Executive MBA
program. He has started developing material for a book, Accounting, the language of business. He was
trained and educated as an Accountant in England and has a U.S. Masters Degree in Finance. Internationally
Mr. Welch has worked in England, Bermuda, Puerto Rico, Egypt, United Arab Emirates, Georgia (FSU), Bosnia as
well as Japan and India.
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Peter Welch, President, CCFO
www.ContractualCFO.Com
and www.SoxInternational.Com
1-888-669-4750 (Office)
1-206-374-6752 (Fax)
1-508-353-0231@mobile.att.net (Pager/Text Message)
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Investor Relations
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Steve Cantor |
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steve_cantor@yahoo.com |
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978.436.6750 |
| Steve Cantor is currently director of investor relations for Entegris,
Inc., a Minnesota-based supplier of components and systems to the
semiconductor and microelectronics industry. In August 2005, Entegris
merged with Mykrolis Corporation to create a combined entity with 2,800
employees worldwide and annualized sales of approximately $600 million.
Prior to the merger, Steve served as director of investor relations and
corporate communications for Mykrolis, joining the company in 2002. Before
joining Mykrolis, he was director of investor relations for Acterna
Corporation, a leading provider of communications test and management
solutions. During his 13-year career at Acterna, Steve led the company’s
successful defense in a proxy fight and was instrumental in developing
investor communications related to a leveraged buy-out of the company. In
addition to his role in investor relations, he also performed various
treasury and finance functions. Steve began his career in 1986 with Analog
Devices, a leading maker of specialized semiconductor devices. Steve received a bachelor’s degree in journalism from Syracuse University in 1982 and earned an MBA from the Stern School of Business at New York University
in 1986.
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John Palizza |
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john.palizza@gmail.com |
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281.727.6775 |
| John Palizza is a financial executive whose area of expertise lies in the juncture of corporate finance and Wall Street. With an extensive background in treasury, capital markets, investor relations, banking, financial analysis and law, he has concentrated his career in helping the companies he has worked for benefit the most from their relations with Wall Street and the financial community. At SYSCO Corporation his responsibilities include investor and media relations, financial analysis, and executive compensation.
Before joining SYSCO in 2001 John was with the firm of W. P. Stewart, an investment manager, as their Chief Operating Officer for North American subsidiaries in order to manage their transition to a public company through an IPO. Prior to that time John enjoyed a long career with Walgreen Co., the nations leading drugstore retailer. From 1985 to 1999 he was Director of Finance and Assistant Treasurer where he directed the financial analysis, banking, cash management, capital markets and investor relations functions of the company. In 1996 he was also elected a Trustee of the Walgreens Profit Sharing Retirement Trust. From 1975 to 1985 John practiced law for Walgreens, specializing in corporate, securities and real estate law.
John Palizza earned a bachelor’s degree in History from Coe College, Cedar Rapids, Iowa in 1972 and a law degree from Loyola University of Chicago in 1975. In June of 1994 he completed his Masters in Management at the J. L. Kellogg Graduated School of Management, where he was elected to Beta Gamma Sigma, the business school honor society.
Publications over the years have included, “A Manual for Corporate Securities Compliance” (co-author), “Dealing With Securities Analysts, The Corporate Perspective” and assisting as principal contributor to Professor Laurie Hodrick with “Walgreen Co., 1990” a business school case study which he teaches each year to her graduate finance class at Columbia University Business School.
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Leasing Industry
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Lisa R. Lersner |
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LLersner@Leasefinanceconsulting.com |
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203.438.1574 |
| Ms. Lersner has over eighteen years of experience in the financial services industry. Prior to creating Lease & Finance Consulting, LLC, she held the position of President, Golden Eagle Leasing, Inc., an equipment lessor located in Ridgefield, CT. Ms. Lersner joined Golden Eagle in 1996 as its Controller and, during her eight years with the company, also held the positions of Chief Financial Officer and Chief Operating Officer.
Ms. Lersner began her career in the financial services industry in 1986 at Citicorp Industrial Credit. Upon leaving Citicorp, she took a position at Chrysler Capital. At both companies she managed various leasing related finance, operational and accounting functions. Ms. Lersner earned a Bachelor of Science in Accounting from the University of Utah in 1986.
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Jim Schwartz |
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JSchwartz4@comcast.net |
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610.827.0172 |
| Mr. Schwartz’s financial services career spans more than 35 years, primarily in equipment leasing and finance. Following five years as a corporate lending officer, he held sales and general management positions with Manufacturers Hanover Leasing and a successor firm, The CIT Group/Equipment Financing. Later, he moved to corporate finance roles at a small merchant banker and a large corporate bond insurer. Since 1999, Mr. Schwartz has led domestic long- and/or short-term customer financing activities for Siemens Medical Solutions USA. Siemens is a market leader in medical diagnostic equipment and medical information technology products and services. Mr. Schwartz received a Bachelor of Science (Agriculture) in 1968 from Purdue University and a Masters in Business Administration (Finance) from Northwestern University in 1970. |
M&A / Development
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Bob Goddard - Chairman - M&A Forum/SIG |
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Bob.Goddard@jamesonholdings.com |
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781-245-2694 |
| Bob is the CFO and a Managing Director - Corp. Finance with Jameson Holdings, Inc. (formerly MCGpartners, Ltd.) A boutique International Capital Market and Investment Advisory firm "Advisors to CEO's. CFO's and Boards of both privately held and publicly traded companies," with offices in London, MA and Fl. Bob has been a high profile Corp. Finance Executive & CFO for 25 years with companies ranging from startups to Forbes 2000, specializing in M&A, IPO's, Turnarounds, International and Re-engineering for future growth. Bob is a graduate of Northeastern University and the AMP program at Harvard Business School.
www.jamesonholdings.com |
Manufacturing
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Bob Jugenheimer |
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bobjug@comcast.net |
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860.651.8137 |
| Bob Jugenheimer is the president of Jugenheimer & Associates, a consulting firm specializing in the financial problems of manufacturing companies. In the US, he has worked with 14 of the Dow 30 and with major companies in 6 European and 3 Asian countries. Prior to founding his own firm, Bob was employed by IBM and United Technologies. Earlier in his career, he held positions of increasing responsibility with Procter & Gamble, Arthur Andersen and Anheuser Busch. Bob attended the California Institute of Technology and the University of Illinois; he holds two undergraduate degrees. He also has an MBA from Xavier University and did post graduate work at Washington University. |
Media
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Hugh Glazer, Boston |
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hglazer@winterviewgroup.com |
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781.771.2717 |
| Hugh Glazer has over 20 years experience in finance and business operations as well as expertise in start-ups, cash strapped turnarounds, integration of acquisitions and infrastructure development. He now serves as a
consulting CFO/COO.
He has held key finance and operations roles in several early stage and high growth businesses including Ingenta, Publist, Learning Technology Group/Simon & Schuster, Macmillan New Media, Eastern Connection and The New England Journal of Medicine. He has built the finance and administration teams in over seven companies.
Glazer's experience includes Publishing, Internet Services, Advertising, Software Development, Wholesale Distribution and Business Services companies. He is an Arbitrator with the American Arbitration Association and an adjunct professor at a Boston area college. |
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Jack Carton, New York City |
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jcar299@cs.com |
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212.691.9164 |
| Jack Carton has over fifteen years of media and entertainment In his last position, He was CFO/GM of a music and video production company in New York named Eagle Rock Entertainment. He had repsonsibility for Finance, Administration, Production and Creative Services and some authority for Sales and Marketing.
Prior to this position, he was Vice President of Finance, Administration and Production for a part of Sony Music.
Jack is currently operating and has equity interests in two media and entertainment startups in New York. These companies are a Multimedia company (Music, Talent Management, Film Distribution and Production) and a Post Production house for music and film. Jack also consults to media and entertainment companies on matters of Finance and Strategy. He helps other startups with their business plans and attempting to secure them financing.
Jack is also Music Supervising a series of Film productions for Warner Brothers and is Associate Producer of an Indy Film scheduled for theatrical release during 2007.
Jack lives around Union Square in Manhattan.
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Mortgage Industry
Not-for-Profit
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Sanjay Shah |
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sshah@paragon-mgt.com |
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914-772-6310 |
| Sanjay is the Associate Executive Director, Finance at Edwin Gould Services, a foster care nonprofit. He oversees finance, IT and billing departments and is responsible for real estate matters. He has held senior positions in the areas of strategic planning, financial management, process reengineering, technology and consulting in several industries. Besides founding a technology company, he has published articles on business and technology and led numerous technology projects. An avid technologist with inherited entrepreneurial genes, he holds MBA degree in Finance from University of Scranton. |
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Raul Jacoby |
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rauljacoby@juno.com |
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203.494.2255 (cell) |
| Raul is the Chief Operating Officer for JMT Consulting Group, Inc. JMT, a Best partner, provides accounting and fundraising software solely to the nonprofit sector. He has held senior financial positions in both large and small corporations. He has been entrepreneurial in starting up his own R&D Company in the medical field. His background is in both “for profit” and “not-for-profit” organizations. With JMT he is now concentrating in assisting nonprofits to strengthen their financial systems. He graduated from CCNY (Baruch College) with a degree in accounting and is a CPA.
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Pharmaceuticals
Professional Services
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Howard Nagelberg |
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hnagelberg5@hotmail.com |
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212.367.2404 (Work) 516.487.2896 (Home) |
| Howard is a financial executive with 25 years of experience in two major sectors of our economy. Currently he is CFO of JUICE Pharma Advertising - an independent pharmaceutical marketing services firm. He has also served in numerous positions within the Omnicom and Grey Advertising networks at both the divisional and corporate entities. His professional services sector experience also includes owning and operating a recruiting and consulting business in NYC. Prior to his 15 years in the service arena he held various positions in the manufacturing sector including various planning, forecasting, reporting and operational responsibilities at Tambrands, GE/RCA and Amstar. He also worked in investor relations at a computer company early in his career. Howard holds a BA in Economics as well as an MBA in Finance from the City of University of New York. |
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Alan Green, CPA |
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AlanGreen@Comcast.net |
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917.287.3398 Cell |
| Alan is a Financial Coach and Certified Public Accountant for over 20 years.
As a financial professional, Mr. Green's uses his experience to help individuals plan for short & long term events in their life, while helping them protect themselves from unforeseen financial pitfalls.
Work - 212 344-8676,
Home - 908 769-8742
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Real Estate
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Stephen P. Peca (New York City) |
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speca@concourserealty.com |
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+1 908.507.3818 |
| Mr. Peca has over 28 years of professional experience ranging from banking and finance to project management and education including significant experience building new departments and portfolios for private and public companies.
Mr. Peca formed and is a managing director of Concourse Realty Group, LLC (www.concourserealty.com). Concourse Realty Group provides advisory and investment services to U.S. and international real estate owners, investors and lenders with transaction, portfolio and corporate management needs, as well as, equity investment fund creation. Mr. Peca has an active and integral role at New York University creating courses and designing curriculum, teaches over fourteen graduate and non-degree investment and real estate courses, and was the founding Faculty Advisor for the Entrepreneurs & Investors Student Group.
Before forming Concourse Realty Group, Mr. Peca was with Fleet Securities, Inc. establishing a real estate loan syndication and trading business and infrastructure for the bank and structuring over US$1.7 billion for primary and secondary distribution.
Mr. Peca spent the previous 11 years at The Fuji Bank, Limited where he was a corporate global relationship manager originating and managing a portfolio averaging over US$1 billion. Many client needs extended into overseas markets, and as such, Mr. Peca gained extensive experience arranging international and cross border loans, project finance and other financial structures.
He originally joined the bank to help establish the real estate portfolio for the branch, and eventually originated and managed a national real estate portfolio. Along with numerous other transactions, Mr. Peca also worked on the United Center (in Chicago) construction financing completing the negotiation and execution of the construction loan and syndicating the loan.
Before joining the bank, Mr. Peca was Vice President of Accounting, Finance and Administration for The Tucker Companies, Inc., a regional real estate developer and property manager. Mr. Peca managed the financial and accounting activities for the company, and was responsible for personnel administration, coordinated the legal function and maintained bank and investor relations.
Mr. Peca started his career at Urban Investment & Development Co., the real estate subsidiary of Aetna Life & Casualty, a national real estate developer, manager and investor. Starting in treasury and transitioning to the accounting/finance area and finally to development management, Mr. Peca was extensively involved in a number of high profile projects throughout the U.S.
Mr. Peca has a Certificate in Advanced Management from the University of Chicago, worked on a MBA in Finance and has a BBA in Public Accounting, both, from Loyola University Chicago. Mr. Peca also spent one year at the Loyola University Chicago School of Law as part of his undergraduate program. He is a CPA and is a licensed real estate salesperson in Illinois and New Jersey. Mr. Peca is also a Technical Real Estate Instructor, State of New York.
Mr. Peca received an Award for Outstanding Service from New York University, is a member of the Financial Executive Networking Group (FENG), the Greater Philadelphia Senior Executives Group (GPSEG) and established and leads the FENG NYC Real Estate Special Interest Group. Mr. Peca has been interviewed by and quoted in several newspapers and magazines including the New York Times, National Real Estate Investor and Urban Land. Mr. Peca is also a Member of the World Business Review Advisory Board and Vista Research Society of Industry Leaders. |
Retailing
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Rodger Jacobson |
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rodgerjacobson@att.net |
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301.547.2031 |
| Rodger is currently the Director of Finance for On Campus Marketing, a direct marketing firm providing products to University students and their parents. Rodger has over 17 years experience in the retail, restaurant, direct marketing and hospitality industries. Rodger began his career as an auditor with Grant Thornton.
Rodger is a CPA and holds a B.S.C in Accounting from Rider University. Rodger is located in Bethesda Maryland. |
Risk Management
Securities Research
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Peter Mintz |
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peterm@bestweb.net |
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914.663.9510 |
| Peter Mintz, Founder and President of Fleetwood Research, has two decades of experience in equity analysis. His expertise includes analysis of small and mid-cap companies and producing research reports, business plans, due diligence reports, industry white papers, valuations and other investment related documents. He teaches Financial Statement Analysis at The New School in New York and holds an MBA from the Zicklin School of Business. |
Tax
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Mike Heiman |
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writeoffs@yahoo.com |
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216.896.0025 |
| Mike Heiman is a well seasoned tax professional, having spent the last 10 years at IMG (sports marketing) concentrating in international matters and transfer pricing. Before that, Mike worked at Deloitte and Touche as a Senior Tax Manager for a dozen years in the Jericho, NY office. Prior to that, Mike worked in Main Hurdman's Tax Department and with a local CPA firm. Mike has a Masters in Tax from Long Island University and a Bachelors in Business from SUNY at Buffalo. He has taught tax and accounting courses at Adelphi University and mentored many excellent professionals. Mike's current motto: "Nothing is certain but death and taxes, but both can often be postponed".
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Telecommunications
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Frank Pazera |
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fpazera@covista.com |
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423.648-9595 |
| Frank J. Pazera currently serves as Executive Vice President and Chief Financial Officer for Covista Communications, Inc (NASDAQ: CVST).
Frank joined Covista as the Corporate Controller in December 2002. Prior to joining Covista, Mr. Pazera held a variety of Executive Financial Management positions at Company’s that include AirGate PCS, Inc., a publicly traded wireless services company and Network One, a privately held regional Competitive Local Exchange Carrier, in addition to Turner Broadcasting, MCI Telecommunications and Arthur Andersen & Company. He received his MBA in Finance from the Goizueta Business School at Emory University in Atlanta and his BBA in Accounting from the University of Wisconsin in Milwaukee. He is a Certified Public Accountant
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Carl Shapiro |
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cshapiro@optonline.net |
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203. 273.1968 |
| Carl Shapiro, based in Stamford, CT, has over 20 years of finance and operational experience in the telecommunications industry. Mr. Shapiro has held several executive positions with Metromedia owned telecommunications companies including Controller of Metromedia Long Distance, Regional Vice President of Operations of LDDS/Metromedia, Vice President of Financial Administration of Metromedia International Telecommunications, and Vice President of Financial Services of Metromedia Fiber Network. Currently he is a consultant providing expertise is such areas as order-to-cash processes, financial planning and analysis, and cost reduction evaluations. Mr. Shapiro received his MBA in Finance from Pace University in New York and his BS in Accounting from the College of New Jersey in Trenton. He is also a CPA. |
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Michael Hartley |
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hartley@email.com |
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770.434.6033 |
| Michael Hartley is a telecommunications financial executive based in Atlanta, GA. Mr. Hartley has over 20 years of experience in telecommunications in local and long distance service. Mr. Hartley specializes in telecom expense management, including carrier to carrier costs and corporate telecom expenses.
Mr. Hartley’s experience includes 11 years with MCI and several years consulting with corporate clients. Positions at MCI include Director of International Line Cost where he audited and managed MCI’s international settlements and Director of Planning for the $10B Business Division headquartered in Atlanta, GA..
Over an eight year period, Mr. Hartley supported corporate clients to manage internal telecom expenses by negotiating contracts, auditing invoices, designing new audit and payment processes, and developing custom software to automate the audit process. Clients included many well known Fortune 500 companies.
Mr. Hartley is an expert in telecommunications invoicing with experience in local billing, long distance billing, and all levels of carrier to carrier billing (local Reciprocal Compensation, CABS billing, and international settlements).
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Transportation & Distribution
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Andreas Rothe |
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rothe@writeme.com |
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(212) 465 5013 |
| Andreas Rothe is SVP and Global Controller at the engineering firm Parsons Brinckerhoff.
Prior to joining PB, he served as senior vice president of business administration and finance and chief financial officer at Hapag-Lloyd (Americas) Inc., a container transportation company. He was responsible for all finance, IT and human resources operations in North and South America.
Before that, he held senior financial management positions with Schenker, Inc., a logistics and distribution company.
Rothe received MBA and B.A. degrees from the University of Cologne, Germany. He is a member of the board of the Financial Executives International New Jersey Chapter and a member of the National Association of Corporate Directors, the Association of Corporate Growth, the CFO Roundtable and the International Executives Resources Group.
Rothe resides in Millburn, New Jersey.
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Treasury
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Bruce Lynn, CTP |
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BLynn@TheFECG.com |
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203.655.4806 |
| Bruce has acquired over 20 years of corporate and banking experience in all aspects of treasury and financial management by successfully tackling major assignments in such areas as treasury operations, cash management, strategic planning, credit, systems enhancements as well as operating and capital budgets.
In his current role as a Managing Director for The Financial Executives Consulting Group and as a former VP, relationship manager at Bankers Trust and Director of Cash Management and Working Capital at Ogden Corporation he has advised many Fortune 500 companies on methods to enhance treasury performance. He has an Industrial Engineering degree from Lehigh University, a MBA in Finance from the Stern School of Business and is certified as a Corporate Treasury Professional (CTP) by the Association for Financial Professionals (AFP).
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Workouts
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John Schwarten |
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schwarten@optonline.net |
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203.952.6404 |
| John has held a number of executive and management positions including:
Interim CEO, CFO and Consultant for companies with operating revenues of $5
to $80 million, his most recent affiliation is with Executive Sounding Board Associates. Prior to his career in corporate management and consulting, Mr. Schwarten spent 15 years in the banking industry in New York City. During this period his roles included advisory in international finance for US
based corporations with Bankers Trust Company, and manager of commercial and
merchant banking for the New York City branch of Banque Worms (France). He
began his banking career at Marine Midland Bank. Mr. Schwarten holds a
Bachelor's Degree from the University of Wisconsin and a Masters Degree from
the University of Chicago.
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