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. Also, please take a look at our U.S. Chapters and our International Chapters.
To join one or more of these special interest groups:
• Send the chair of that group an email, or call the phone number listed.
• You may want to email 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.
Click a chapter title below for more information and meeting times.
|Aerospace & Defense Companies|
|Paul Cienki, Chair||(862) 812-6940|
|James Bressingham, Chair||(516) 650-8980|
|Steve Cohen, Chair||(516) 944-0081|
|Paul Martins, Chair
CAREER: â€¢ Chief Financial Officer & Financial Principal of Wainwright Investment Counsel, LLC (investment advisor), WFS, LLC (securities broker/dealer), the Wainwright Renaissance Funds. â€¢ Chief Financial Officer & Treasurer of Standish Mellon Asset Management formerly Standish, Ayer & Wood, Inc.(investment advisor), Standish International Management Company (international investment advisor), Standish Fund Distributors, Inc.(securities broker/dealer) â€¢ Vice President and Treasurer of the Standish Mutual Funds (domestic and international/off-shore equity and fixed income mutual funds) â€¢ Senior Vice President, Chief Financial Officer, Treasurer & Principal of Liberty Securities Corporation (securities broker/dealer through banks) â€¢ Corporate Controller of The Berkley Financial Group, Inc.(holding company), John Hancock Advisers, Inc.(investment manager), John Hancock Distributors, Inc.(mutual fund broker/dealer), John Hancock International Advisers, Ltd.(London UK based investment manager), John Hancock Fund Services, Inc.(securities transfer agent), TBFG Advisers, Inc.(investment advisor), NM Capital Management, Inc.(wrap-account investment advisor), John Hancock Broker Distribution Services, Inc.(wholesale broker/dealer). â€¢ FINRA Series 27 and 63
|Tom Wolfe, Chair||(248) 703-5444|
|Andrew Dinsmore, Co-Chair
Mr. Dinsmore has spent his career working with a broad range of firms including those in the technology and professional services sectors. Currently the COO of Rapid-I North America, he was a Managing Director with Elmscroft LLC, a financial and operational management consulting firm. Prior to founding Elmscroft, he served as the CFO/COO of the M&A advisory firm Stuart Lammert & Co and was the M&A lead for technology, aerospace and defense. Mr. Dinsmore has been a consultant with the BottomLine Group and A.T. Kearney as well as an Associated Consultant to various boutique firms. His assignments covered strategy, corporate development, market analysis, channel analysis, and cost reduction projects. He began his professional career as a spacecraft systems engineer in Canada for Spar Aerospace. Mr. Dinsmore holds a MBA (Chicago), an MS in Aero/Astro Engineering (Stanford), and a B. Eng. (McGill).
|Norm Jardine, Co-Chair
Norman Jardine is a New York State CPA. He is a Chief Financial Officer focusing on community banking. Demonstrated capabilities include P & L responsibility, Strategic Planning, Regulatory Reporting, developing and implementing Accounting Policies & Procedures. Additional expertise includes Compliance, Management Financial Reporting, Internal Controls, Systems Implementation, Investments and Insurance. A hands-on bottom line oriented team contributor with excellent problem solving and communication abilities. He is active in various FENG endeavors and is active on the New York State Society of CPAs, Bank Accounting Committee. He is chair of the Annual Bank Accounting seminar in November of 2011. He is also on the Alumni Board of St. John\'s University, College of Business Administration.
|Tony Mattia, Co-Chair||(646) 706-7606 ext. 220|
|Serge Sondak, Co-Chair
Serge Sondak is currently FVP - Head of Corporate Banking/Financial Institutions & Deputy General Manager for Banca Monte dei Paschi di Siena NY Branch, where he assist GM in running the bank in the Americas. Mr Sondak has 27 plus years of banking experience with expertise in private banking/wealth management, wholesale corporate banking/lending with 15+ years in a senior management role for BMPS. Previous employers include Banca Nazionale dell\\\' Agricoltura, Banco di Napoli, Banca della Svizzera Italiana, and Morgan Guaranty Trust Co(JP Morgan). Mr Sondak has served on Board of Directors for MPS US Commercial Paper Corporation and MPS Prefered Capital Corporation. He is a graduate of Colby College with a BA n Philosophy and received MBA in Bank Administration/Finance from St. John\\\'s University.
|Vance Davis, Administrator
“My true passion has always been providing confidence through times of uncertainty, providing enlightenment when people are unclear, and providing answers to the question, What do we do now.” Vance Davis most recently served Bank of America, in Wilmington, DE, as a Vice President, Finance U.S. Card Division, where he supported growth through providing Financial Planning & Analysis, P&L Budgeting and Forecasting, Strategic Planning, and Systems Implementation. The foundation of his professional career began with earning a Bachelor of Arts in Economics from Harvard University. He then added to his credentials with a Master of Business Administration in Finance and Accounting, from the Wharton School at the University of Pennsylvania. Upon graduation he began working for Arthur Andersen & Company, CPA’s in New York City. Vance laid the foundation for his career by accepting a position with Citibank, N.A., and held various positions through the evolution of the company, culminating as Reporting Manager, AT&T Universal Card, for CitiGroup. In this role he ensured an organized transition as AT&T sold the credit card portfolio to Citibank, and he then assumed the CFO position during the transition. Vance was then recruited by former Citibank colleagues to work at MBNA, later to become Bank of America, where Mr. Davis played a critical role in the growth of the Credit Card function. As the Manager, Financial Support, Reporting Group, U.S. Card Division, he provided financial and non-financial information for 68 business and finance leaders across the organization. Each of the roles held by Mr. Davis has contributed to the development of both his ability and appreciation for providing critical financial analysis and support to top executives and operational management.
|James Wolin, Administrator||(212) 691-3675|
|Casey Roach, Chair||(212) 455-8721|
|Alan Roth, Chair
Managing Director 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
|Ed Johnston, Chair
Ed Johnston is CFO of Skanska USA Civil NE, Inc. 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 also a Certified Fraud Examiner (CFE) and a Certified Merger & Acquisitions Advisor (CM&AA). He is past President of the Long Island chapter of the Construction Financial Management Association (CFMA.
|Credit / Working Capital Management|
|Bob Shultz, Chair
During his corporate career Robert Shultz had a successful 30-year track record in a variety of industries within large and multi-national organizations. 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. In 2001 Robert became a Founding Partner of Quote to Cash Solutions (Q2C)LLC, 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. Robert is a founding partner in the Trade Information Exchange. (TIE) TIE produces unique trade credit reports which consolodate data from mulitiple trade data bureaus. TIE reports provide users with up to date information from a variety of sources to assess trade credit risk and credit lines. For many years Robert has participated in National Association of Credit Management (NACM) activities as a member of the Finance Credit and International Business Association(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 served on the of Directors of the Credit Management Association (CMA)for over 13 years and was the Chairman of the Board in 2003-2004 after heading up the CMA\'s Strategic Planning effort. He then served as an Advisor to the Board until 2008. In 2001 he was named CMA\'s Credit Executive of the Year in recognition of his contribution to the Credit Profession. Robert also served as a member of the National Dun and Bradstreet Advisory Group, the Advisory Board of Credit Today Magazine. Robert currently serves on a UCLA Extension Program Advisory Board to develop a certificate curriculum in Credit Analysis and Management. He has published numerous articles, speaks on credit management topics. About Q2C ABOUT Q2C: Since 2001, Q2C has been focused on delivering quality solutions that improve companies and financial institutions cash flow, operational efficiency, customer retention and satisfaction. Each Q2C practitioner (principals and associates) 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 system solutions. They also serve as expert witness consultants in bankruptcy preference lawsuits. Additionally, Q2C provides a variety of Webinar and on-site training programs. For additional information visit Q2C\'s Blog on the web at www.quotetocash.com.
|Energy & Natural Resources|
|Sterling McDonald, Chair||(713) 935-0122|
|Robert Cossick, Co-Chair
Huntsman Corporation NYSE: HUN Director Finance - Global Markets and Business Development 2003 - Present
|Keith Langworthy, Chair
Morgan Stanley Smith Barney Financial Advisor; 150 JFK Parkway, Short Hills, NJ 07078 http://fa.smithbarney.com/langworthy
|Tim Anglim, Co-Chair
Tim is founder and president of YesCFO (www.YesCFO.com), a provider of chief financial officers and operating executives that serve in interim roles with organizations, especially those in crisis or experiencing rapid change. YesCFO provides exceptionally qualified people who add immediate value in solving the client’s problems. By providing on-demand talent, YesCFO provides the most cost-effective solution to companies that are experiencing rapid change or an unstable environment – whether that is a financial crisis, industry paradigm shift, or growth opportunity. Just prior to forming YesCFO, Tim was chief financial officer of Marotta Controls, Inc., a global supplier to the defense, space and commercial aerospace sectors. In this crisis management situation, he turned around the Company’s critical liquidity situation and stabilized vendor relationships to enable continued production, then addressed pricing issues and led successful negotiations on a new credit facility. These, and other operating improvements, led to a successful turnaround for the business. Prior to this, Tim was chief financial officer of Vira Manufacturing, Inc., a leading provider of store fixtures and wall systems for retailers. There he stemmed a severe cash flow situation and positioned the organization for recovery from a severe industry downturn. Tim was also chief financial officer of the MAC Group, consisting of Amrod Corporation, a $300 million continuous cast copper rod manufacturer and MAC Products, Inc., a $20 million manufacturer of electrical power transmission products. Tim previously was chief financial officer at Hoke, Inc., a family-owned manufacturer of valves and fittings, and Victory Group, a packaging manufacturer, where he uncovered a $2.5 million fraud scheme, the partial recovery of which allowed the company to successfully exit chapter 11. He was vice president, finance, at American Metal Moulding, where he co-managed a pre-packaged bankruptcy filing and was appointed by the court to wind down the affairs of the remaining bankruptcy estate. Earlier in his career he was controller, accounting manager, cost accounting manager, and cost analyst for several divisions of North American Philips. Tim is co-author of “A/R: It’s an Asset – Most of the time”, published by the New Jersey Society of CPAs. His work has been featured in “Accounting Firms Mine Growing Niche in Forensics” in Accounting Today; in US News and World Report’s “Careers to Count On: Forensic Accounting: Sherlock Holmes meet Enron”; and in “The Case of the Shrinking Margins” published in Financial Fraud. Tim earned his M.B.A. in finance from Hofstra University School of Business and a B.S. in accounting from New York Institute of Technology. He is a Certified Public Accountant (CPA) and a Certified Management Accountant (CMA) and a member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, the Institute of Management Accountants and the Association for Corporate Growth(ACG). He is a member of Financial Executives International (FEI), for which he is a past president of the New Jersey Chapter and is currently active at the national level.
|Tom Morton, Co-Chair||(914) 962-0071|
|Bob Lampo, Chair
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.
|Richard Baland, Chair||(214) 432-2844|
|Robert Dodge, Chair||(404) 664- 0042|
|Bill House, Chair||(205) 426-5854|
|Rich Szymkowski, Chair||(412) 549-0314|
|Gary Patterson, Chair
Working with leaders who want to uncover their blind spots so that they can make the best decisions© Author of Million Dollar Spots:20/20 Vision for Financial Excellence and Stick Out Your Balance Sheet and Cough: Best Practices for Long-Term Business Health. Founder FiscalDoctor. Enterprise Risk Management (ERM) expert & speaker. KPMG CPA / Stanford MBA in Operations, Finance and Marketing. Worked in all major technology sectors and manufacturing, service, and distribution helping over 200 companies. Geographic background before coming to Atlanta includes the Northeast, Southeast, England, and Southwest. Although usually CFO, has held all functional titles, including COO, CTO, CCO, Head of Sales and President. http://www.FiscalDoctor.com P.S. See and hear the Fiscal Doctor now! http://tinyurl.com/ku2bh7
|Larry Cate, Chair|
|Bob Sinnott, Co-Chair
CFO with public and private industry experience in: Hospitality, Timeshares, Resorts, Hotels, Restaurants, Retail, Real Estate, Franchising, and Waste Management. Experience encompasses overseeing large departments, fast growth, M&A, IPO, Private Equity, SEC, strategic planning, budgeting, forecasting, risk management and healthcare insurance, SOX, treasury, liquidity assessments, and relations with analysts, banks, and investors.
|IFRS/US GAAP Convergence|
|Tom Hall, Co-Chair
TOM HALL is an accounting, internal audit and financial reporting executive. He serves as a consultant and certified instructor in IFRS (International Financial Reporting Standards) for RESOURCES GLOBAL PROFESSIONALS clients, currently serving an $800 billion Financial Services/Insurance Company in New York since 2006. Additionally, Tom is the Principal of the consultancy firm CFO & CORPORATE GOVERNANCE SOLUTIONS in New York. Tom has 25 years industry experience as a finance executive working with companies including Marathon Oil Company, Atlantic Savings Bank, GSO Capital Partners (Member of The Blackstone Group), U.S. Steel Corporation and American Lawyer Media, Inc.; and seven years in public accounting, including KPMG. Positions held include CFO, Chief Accounting Officer, Controller, Treasurer and Chief Audit Executive. He is also an Adjunct Assistant Professor at NEW YORK UNIVERSITY (NYU) specializing in IFRS instruction. Additionally, Tom is the Global Co-Chair of FENG\'s (Financial Executives Networking Group) \"IFRS/U.S. GAAP Convergence Group\". Mr. Hall is a CPA and MBA; and an alumnus of the University of Illinois, University of Toledo and Columbia University. Tom Hall – CPA, CGMA, MBA, IFRS CFO & Corporate Governance Solutions 29 W. 64th Street – Suite 1E New York, NY 10023 TomHall@CFOCorpGov.com www.CFOCorpGov.com m. 917.693.0795 h1. 212.933.4944 h2. 843.363.9282
|Fred Peters, Co-Chair
FRED PETERS, ICD.D, ACC BASc., MBA, CGA, CFA Experienced in both U.S GAAP and Canadian GAAP, Fred draws from his hands-on CFO experience with several different organizations and as Audit Committee Chair to provide pragmatic and timely solutions. In addition to IFRS related engagements, Fred provides part-time and interim CFO services. Fred has been guest speaker and chaired IFRS conferences and seminars and written articles on IFRS for the Institute of Corporate Directors’ newsletter and other publications. His focus is on IFRS impact assessments, policy advisory support and IFRS transition management services. Engagements have included: • IFRS Transition Team Leader for a 5-person team for ResMor Trust and Ally Credit Canada (formerly GMAC Canada), Canadian divisions of Ally Financial Inc. Responsibilities included ensuring compatibility with U.S. GAAP reporting requirements of U.S. parent. • IFRS advisor to Equitable Trust, a publicly listed Canadian trust company. • IFRS advisor to Northfield Capital Corp, a resource-focused investment management company. In depth IFRS policy expertise and specific responsibilities included: • Structured Project Plan and structured work effort into 7 Operational Work-streams (bottom-up analysis) and 10 Enterprise Work-streams (top-down analysis) • All Audit Committee and management level reporting on the IFRS transition project • Preparation four semi-annual IFRS Transition Progress reports submitted to OSFI • Analysis of the impact of IFRS issues on the regulatory capital reporting requirements • Development of accounting policies and disclosure notes for five reporting entities • Analysis of all aspects of policies related to Financial Instruments. • Development of an asset classification policy framework and design of an accounting framework to support dual reporting under IFRS and U.S. GAAP. • Policy for derecognition of assets included in securitization programs including development of a quantitative analysis model essential for assessing the transfer of risks and rewards. • Developed an accounting policy for income and expense recognition related to the sale, financing and ongoing retained interests for assets sold under securitization programs. • Developed an accounting policy framework for continuing involvement accounting. • Led detailed review of loan administration and deposit taking systems compliance with the effective interest method for amortization of expenses. Review included identification and definition of appropriate treatment of initial expenses related to sourcing and servicing of assets and issuance of liabilities and calculation of related periodic amortization entries. During the past five years Fred was a part-time lecturer in finance at Rotman School of Management, University of Toronto where he taught a second year MBA course on Financial Institutions and the Capital Markets, with particular emphasis on issues related to the recent credit crisis. A Certified General Accountant (CGA) and Chartered Financial Analysis (CFA) and a member of the Institute of Corporate Directors, Fred holds the related designations of ICD.D and Audit Committee Certified (ACC).
|Joe Gillespie, Chair
Joe Gillespie is a proven leader having had roles as CEO, CIO, and CFO going back over 25 years. He has enabled growth and created competitive advantage for organizations utilizing information technology solutions while controlling and reducing expenses. Joe 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 leadership roles 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. For several large organizations Joe has been in either Chief Information Officer or Chief Financial Officer roles dating back almost 30 years. Having spent his career at the intersection of Accounting/Finance and IT, Joe became a true Entrepreneur starting his own IT consulting company 10+ years ago, originally based on an outsourcing agreement with a large international gas & electric utility company which he later sold to another organization. Joe now advises other Entrepreneurs. In 2004, Joe graduated 1st in his class of over 100 from the University of Illinois, Springfield 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.
|Jim Hendry, Chair
Jim Hendry, Co-Chair of the Insurance SIG, is an accomplished financial executive with 25 years of leadership experience in insurance and services businesses of substantial size or complexity - typically in a CFO or VP Finance role for major divisions with revenues ranging from $300 Mil to $2 Bil. Jim is keenly focused on business strategy, marketplace, pricing of products/services, operational efficiency and results. He excels at identifying issues and opportunities, partnering with senior management to attack those issues, and driving growth and higher profits. Extensively experienced in developing and managing strategic and annual planning, reporting and business analysis processes, as well as leading strategic initiatives and critical-change projects. Most recently Jim was CFO for a $300M subsidiary company of Hartford Financial Services Group. Prior to The Hartford he held senior level positions with Eastern Casualty, Liberty Mutual and Home Insurance/Zurich USA and also had his own consulting practice for several years. Jim holds an MBA degree in Finance and a Bachelor of Science degree in Accounting.
|Dan Towle, Chair
Daniel Towle is the President of Parker Advisors specializing in Enterprise Risk and Operational Risk Management. Mr. Towle has extensive experience 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. He has been a senior member of UHY Advisors and Parson Consulting. 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 Amos Tuck School at Dartmouth College and undergraduate degree from Williams College.
|David Finkelstein, Co-Chair
Senior finance executive from the insurance and financial services industries with strong experience in the full range of treasury, corporate finance and capital management for capital intense and rating sensitive businesses. Specialties include capital raising, planning and forecasting; Strategic planning, liquidity planning and management; Financial reporting, planning and analysis; Treasury, cash management, capital markets; Rating agency, investor and bank relations; Foreign exchange and interest rate management; Solvency and regulatory management.
|Rich Schlesinger, Co-Chair||(718) 351-7164|
|Marc Engel, Chair
Marc Engel, CPA, CISA, CBA, CFE Director, CFO Consulting Partners, LLC Marc Engel is a consultant for well known private equity firms and consults with numerous companies on financial controls and auditing. Before his consulting career Marc served as director of internal auditing with Marsh and McLennan; and the Director of Internal Audit at Kroll, the Risk Consulting Company. He also worked as EDP Audit Manager for a large regional CPA firm and as a senior audit manager for a recognized boutique banking CPA firm in New York where he led audit engagements for Israel Discount Bank and Bank Hapoalim. Marc has a proven track record of directing and completing audits and finding effective solutions for business controls. He is recognized as an industry leader at the New York State Society of CPAs where he is the Immediate Past Chair of Litigation Services Committee, and a member of the Anti Money Laundering Committee and the Banking Committee. He has chaired the very successful Anti-Fraud CPE conference, and presented CPE training on various topics. He has recently served as an adjunct professor at New York University, where he taught audit. Marc is active in a number of significant professional organizations including: The Institute of Internal Auditors, Information System Audit & Control Association, and the New York State Society of Certified Public Accountants. He has a B.S in Accounting from Lehman College, City University of New York.
|Angie Toney, Co-Chair||(703) 847-0402|
|Peter Welch, Chair
Peter Welch, a global financial accounting consultant, is a highly experienced educational/training and mentoring expert, senior financial manager/cash manager and treasurer, accountant and entrepreneurial/SME development specialist/interim CEO as well as a Sox 404 expert. He has worked in Egypt, Bermuda, India, Puerto Rico, UAE, Georgia and Bosnia as well as Japan, Sudan, Iraq, Afghanistan and South Africa. His 30 years of experience spans assisting organizations with multibillion dollar budgets to small startups, implementing changes to financial systems including PPP, public, private and NFP organizations. As a PeopleSoft, Inc.—Professional Services Senior Consultant/Senior Curriculum Developer, his background and experience includes ERP systems including not only PeopleSoft (Technical Boot Camp) but SAP and JD Edwards. \"Peter Welch and I, as Team Leader, along with two other team members were engaged by the National Treasury of South Africa to teach IPSAS based financial reporting to senior public-sector financial and accounting officials. Peter demonstrated excellent teaching skills in delivering the training course and was well received by both the client and the trainees. It was commented as unusual to find anybody that clearly enjoys and embraces these accounting and technical issues. Peter was an excellent team member and always attempted to positively contribute despite what were at times onerous client demands and a work scope that was evolving during this engagement.\" ********************************** \"Peter was originally positioned for the Cash Management application team. Knowing that Peter has vast financial functional knowledge and he is clearly a very intelligent consultant, we positioned him on the development team (Nagoya Japan) to protect him from being rolled-off. Both the Cash Management Development Lead, and I, think the world of Peter and feel he will be an awesome Treasury consultant.\" Michael Brennan, PeopleSoft” CCFOSox is the premier U.S. provider for educational services towards the adoption and implementation of IFRS. CCFOSox also specializes in CFO Rental services, Econometric modeling/5-Year Business Plans, FASB Codification and documentation issues, IFRS Taxonomy / XBRL technology, financial report processes, and process reengineering/process flow mapping. In addition to the University of Southern New Hampshire and Golden Gate University, California, Mr. Welch has taught accounting in Dubai (UAE), Egypt (Cairo) and South Africa. His teaching focuses on the fundamentals of accounting and financial theory, the economic-analysis of businesses, asset/liability matching (CAPM/NPV) and bank gap analysis/liquidity-risk, forensic accounting and the criticalness of financial transparency with respect to capital sources/derivatives and the investor community. He was trained and educated (ACCA) as an Accountant in England and has a U.S. Master’s Degree in Finance, graduating with distinction. Mr. Welch is an InterimCEO/CFO Platinum member, an active member of the Financial Executives Network Group (FENG) and Chair of the International Special Interest Sub-Group; a member of the Financial Executives International (FEI) and has served on the Private Company Standards Subcommittee and Program Subcommittee. Mr. Welch is also a Founding member of the Institute of Management Accountants, Finance Governance, Risk and Compliance (FGRAC) Research Advisory Committee. He has also been a member of the Taxpayer Advocacy Panel, a federal advisory committee that was established by the President, with final approval for those selected coming from the Secretary of the Treasury. He has launched a LinkedIn group, ‘IFRS Implementations’ and already has gained 600+ senior-financial members. You may wish to view these URL links: Peter Welch: “Parachuting in for Change” (http://interimceo.com/index.php/component/resource/article/3-interviews/36-parachuting-in-for-change-peter-welch-cfo-turnaround) http://www.interimceo.com/component/community/?controller=profile&user_id=1238 Video Interviews: http://interimceo.com/videos/popups/Peter_Welch_Playlist.html http://www.interimceo.com/videos/popups/2010Event_Peter_Welch.html Peter Welch, President/founder, CCFOSox CcfoSox Introduction Video: http://content.oddcast.com/vhss/vhss_v5.swf?doc=http%3A%2F%2Fvhss-d.oddcast.com%2Fphp%2FplayScene%2Facc%3D2123991%2Fss%3D2175467%2Fsl%3D0&acc=2123991&bgcolor=0x&embedid=f93bd7968876d2c39f5414258f365d76 http://www.contractualcfo.com http://www.soxinternational.com http://www.ccfosox.com firstname.lastname@example.org email@example.com Mobile: +917-501-8560 Fax: +267-219-6449 Skype id: peter.welch10 http://interimceo.com/videos/popups/Peter_Welch_Playlist.html Client Engagements: www.contractualcfo.com/clients.html
|George Bergmark, Co-Chair
George H Bergmark President/CEO GT Solutions International LLC 770-335-2974 E-mail: firstname.lastname@example.org www.solutions-intl.com LinkedIn Profile: www.linkedin.com/in/parttimecfo
|Matt Bud, Administrator||(203) 227-8723|
|Steve Cantor, Chair
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 companyâ€™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 bachelorâ€™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.
|John Palizza, Chair
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 bachelorâ€™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, â€œA Manual for Corporate Securities Complianceâ€ (co-author), â€œDealing With Securities Analysts, The Corporate Perspectiveâ€ and assisting as principal contributor to Professor Laurie Hodrick with â€œWalgreen Co., 1990â€ a business school case study which he teaches each year to her graduate finance class at Columbia University Business School.
|Lisa Lersner, Chair
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.
|Jim Schwartz, Chair
Mr. Schwartz is a financial services expert with a career spanning more than 40 years. The majority of his work has focused on corporate equipment leasing and finance. Following five years as a bank 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. For a decade, Mr. Schwartz led domestic long- and 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. Since 2009, Mr. Schwartz has been an independent corporate finance advisor. His assignments have included analyzing, structuring and negotiating sales of lease portfolios; vendor program structuring and development; delivering guidance on corporate strategy, financing, growth and improvement of troubled businesses and operations. He has also negotiated financing for the construction and operation of solar power production facilities. Mr. Schwartz received a Bachelor of Science (Agriculture) in 1968 from Purdue University and a Masters in Business Administration (Finance) from The Kellogg School at Northwestern University in 1970.
|M&A / Development|
|Bob Goddard, Chair
Bob is the Managing Member of EMR Global Healthcare, LLC, a company in stealth mode developing personal, portable storage of your current health records that you can carry on you . This initiative pursuant to the mandate of President Obama that EMR be in effect by 2015. Prior to that, Bob was 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.emr-globalhealthcare.com
|Ken Goldman, Co-Chair||(508) 651-2764|
|Brad Wiese, Co-Chair||(303) 768-0585|
|Bob Jugenheimer, Chair
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.
|David Zecchin, Chair||(267) 760-7158|
|Bob Ainsworth, Chair||(508) 626-3645|
|Jack Carton, Chair
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.
|Hugh Glazer, Chair
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.
|Michael Leber, Chair||(917) 441-0222|
|Rory Parness, Chair||(917) 923-4201|
|David Lipscomb, Chair|
|Mark Coron, Chair
Mark Coron has been in the Not for Profit sector for over 20 years in a variety of organizations, with budgets ranging from $ 5 million to $ 100 million. He has demonstrated strategic and financial leadership in community based, chapter based, healthcare, social service organizations, including international operations. These organizations have been multi locations and facilities. They have ranged in staff size from 50 to 2500. He has held titles of Director of Financial Analysis and Systems, Controller, Consultant and his career has steadily grown in the areas of managing staff development, financial software enhancements and implementations, and accurate and timely reporting both on a monthly and Fiscal Year end basis. He has been the â€œSuper Userâ€ for most if not all financial reporting packages. He has reported to CFOâ€™s, Executive Director and reported to Board of Directors. Mark lives with his dog in Queens, NY.
|Tim Domini, Chair
Tim is a graduate of Babson College with a BS of BA in Finance and a MBA in management. Tim began his career in manufacturing cost accounting and worked his way through Publishing , Direct Marketing and Consulting organizations as the Controller or Business Manager. After a layoff from Readers Digest Tim began consulting directly and eventually became a full time associate with The A Team. During his tenure with the A Team Tim began working in the not-for-profit arena and identified the industry as one he had a great fit with. Tim has been the Controller of Finance and Operations for the Brennan Center for Justice during the past two years and works in Grant-Fund accounting. Tim has been a member of FENG off and on for over 8 years and is very familiar with all the issues of networking, job change, resumes, and elevator speeches! Tim lives in Rockland County with his wife and son.
|Paul Konigstein, Chair||(516) 270-5070|
|Carl Taibl, Co-Chair||(925) 964-9025|
|Scott Reding, Chair||(203) 554-0114|
|John Yates, Chair
John Yates is a Group Finance Director/CFO, specializing in fast growing companies from early stage through to preparation for exit, particularly those backed by private equity. Industry sectors include: technology (software, hardware and services), media, telecoms, business services, infrastructure, construction, health care, oil and gas and equipment leasing. John has extensive international experience having lived/worked in the UK, USA, Middle East, South Africa, Far East, Western and Eastern Europe (Russia, Ukraine and Romania).
|Matt Bud, Administrator||(203) 227-8723|
|Alan Green, Chair
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 - 646 912-8433 Home - 908 769-8742 Cell - 917 287-3398
|Howard Nagelberg, Chair
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.
|Stephen Peca, Chair
Stephen has 30 plus years of professional experience ranging from banking and finance to project management and education. Stephen formed and is managing director and managing member of Concourse Realty Group, LLC which provides transaction, asset and portfolio strategy and management business solutions, along with equity investment services, to owners, investors and lenders of commercial real estate, infrastructure and alternative energy projects in the U.S. and internationally. Stephen was a Director with Moody’s Analytics, Inc. and was the firm’s commercial real estate and project finance subject matter expert providing corporate training and consulting services to global clients. Previously, Stephen was with Fleet Securities, Inc. where he established a loan sales and trading business for the bank. Stephen spent eleven years at The Fuji Bank, Limited where he was a corporate global relationship manager originating and managing a loan and commitment portfolio. He gained extensive experience arranging international and cross border loans, project finance and other financial structures totalling well over USD10 billion. Before joining the Fuji Bank, Limited, Stephen was Vice President of Accounting, Finance and Administration (CFO) for The Tucker Companies, Inc., a regional real estate developer and property manager. He also spent about seven years at Urban Investment & Development Co., a national real estate developer, manager and investor and the real estate subsidiary of Aetna Life & Casualty. Starting in treasury and transitioning to the accounting/finance area and then development management, Stephen was extensively involved in a number of high profile commercial real estate projects throughout the U.S. Stephen has a Certificate in Advanced Management from the University of Chicago and a BBA in Public Accounting from Loyola University Chicago. He is a Certified Public Accountant, a Chartered Management Consultancy Surveyor, a licensed real estate salesperson in Illinois and New Jersey and a Technical Real Estate Instructor, State of New York. He has received the New York University Award for Outstanding Service and is a Member of the Royal Institution of Chartered Surveyors. He is also a member of the American Institute of Certified Public Accountants and CoreNet Global. Stephen’s first book, Real Estate Development and Investment: A Comprehensive Approach, has been adopted by several universities.
|Paul Zambrotta, Chair||(864) 884-4176|
|Rodger Jacobson, Chair
Rodger is currently the Vice President of Finance for On Campus Marketing, a direct marketing firm providing products to University students and their parents. Rodger has over 20 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.
|Don Wesnofske, Chair
Don Wesnofske is an executive advisor and financial services industry leader for Enterprise-wide Capital, finance, risk, and compliance integration and project management . He is a true financial and risk professional with broad skills in strategy, information and data, operations, applications, business services,architecture, and technology infrastructure. His focuses on comprehensive economic capital adequacy and review, finance and risk performance measurement, and measurement technology platforms and infrastructure. His has had roles as a Chief Financial Officer, Credit and Market Risk Officer, and Operations Officer providing him with highly effective strategy, management, process control, and core reporting abilities that align risk and performance in compliance with internal policies, accounting standards, regulatory rules, and tax laws. Don is a subject matter expert in enterprise finance and risk integration, convergence, and transformation embracing architecture frameworks, aggregation processes, data agendas, deep analytics, compliance analysis, and validation and testing regimes that support the risk lifecycle including identification, assessment, measurement, monitoring, analysis, reporting, and mitigation. He has hands on skills and know how built on working experience with methods, techniques, business rules, and control enhancements. He has applied capabilities delivering and optimizing decisions and analytics, business services, and infrastructure platforms spanning master data, real-time (payments - trading), high performance (capital adequacy and stress testing), statistical database (predictive analytics), core transaction processing, and enterprise data warehousing (BI and reporting) architectures. Don has significant experience with corporate advisory, governance, planning, restructurings, mergers, acquisitions, venture capital, due diligence, financial product engineering, and finance and risk technology vendor research, sales and marketing strategy. He is a well now presenter, speaker, and thought leader at and organizing client workshops, and industry and association events. AFFILATIONS - Advisory Board Member, Chartis Research - President, Risk Officer Incorporated, Finance and Risk Technology Market Research and Advisory - Steering Committee, Professional Risk Managers International Association (PRMIA) - Chairman, Risk Management SIG, FENG at The Financial Executives Networking Group (FENG)
|Paul Simons, Co-Chair||(203) 874-2137|
|Peter Mintz, Chair
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.
|Dick Voll, Chair||(201) 447-5244|
|Michael Hartley, Chair
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. Hartleyâ€™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 MCIâ€™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).
|Carl Shapiro, Chair
Carl Shapiro, based in Stamford, CT, has over 30 years of finance and operational experience in the telecommunications industry. Mr. Shapiro for the past five years has been an Associate Partner with Last Mile Communications. He has held several executive positions including CFO of Baja Broadband, 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. His areas of expertise include order-to-cash processes, financial planning and analysis, and cost reduction evaluations. Mr. Shapiro received his MBA in Finance from Pace University and his BS in Accounting from The College of New Jersey . He is also a CPA.
|Transportation & Distribution|
|Andreas Rothe, Chair
Andreas Rothe is CFO at Harsco Infrastructure, a global scaffolding and formwork solutions provider. Prior to joining Harsco, he served as SVP and Global Controller at the engineering firm Parsons Brinckerhoff and prior to that as SVP of business administration and finance (CFO) at Hapag -Lloyd (Americas) Inc., a container transportation company. 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 at Cologne, Germany. He has held national and local leadership positions in organizations such as Financial Executives International (FEI), International Executive Resource Group (IERG) and the Rotary Club. Rothe resides in Short Hills, New Jersey.
|Bruce Lynn, Chair
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).
|John Schwarten, Chair
John currently is a partner of OEM Capital Corp. a NYC based boutique investment bank. He has held a number of executive and management positions including: Interim CEO, CFO and Consultant for companies with operating revenues of $5 to $500 million. Previously, 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.