Special Interest Groups
The Financial Executives Networking Group has Chapter Chairs located in 78 major cities across the continental United States, 10 International Chapters, and 39 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:
• Navigate to the SIG's homepage page in the member section and click on the "Subscribe" link.
• 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|
|Scott Collins, Chair||(203) 227-5787|
|Paul Martins, Chair
CAREER: â€¢ Chief Administrative & Financial Officer, Financial Principal & Board Member of Wainwright Investment Counsel,LLC (investment advisor) and its Subsidiaries and Hedge Fund Management entities. 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 manager), NM Capital Management, Inc.(wrap-account investment manager), John Hancock Broker Distribution Services, Inc.(wholesale broker/dealer). â€¢ FINRA Series 27, 63 & 99
|Tom Wolfe, Chair||(248) 703-5444|
|Keith Barber, Chair||(203) 222-7216|
|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||(917) 922-9272|
|Ed Sikorski, Co-Chair
Ed started in the financial services industry in 1997 and joined Merrill Lynch in 2014. Before becoming a financial advisor, he was a founding partner and Chief Operating Officer for a 40+ person investment bank and securities firm. He also has had roles in institutional and middle-markets fixed income sales and trading. He earned his Bachelor\'s degree in Finance from Lehigh University and holds the Chartered Financial Analyst® (CFA®) designation from The CFA Institute. Ed is a resident of Hoboken, New Jersey, where he lives with his wife Nadiia and their two young children, Maximus and Aleksandra.
|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.
|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.
|Philippe Belot, Chair
Philippe has more than 20 years of project and corporate finance experience in the emerging markets of Russia and Central Europe. Joining the European Bank for Reconstruction and Development (EBRD) in 1993, he participated in the Russian Mass Privatisation Programme and developped private equity funds investing in newly privatised companies in the regions of Russia. In the course of his career at EBRD, his responsibilities encompassed project finance, managing the debt and private equity portfolio of EBRD in Central Europe (€1.2bn), handling equity exits and special situations, being Non-Executive Director on the boards of 5 companies (including a publicly listed one). He left EBRD in 2011 to become the Deputy CFO of Vimetco, the Russian metals and commodities group, as Head of Corporate and Project Finance. He left Vimetco in 2013 and is looking to support Eastern European companies in their international expansion. Philippe started his career in the internal audit and corporate planning departments of industrial companies DMC and Pechiney, then with Rothschild Bank where he carried out privatisation and M&A assignments in Western Europe and Hungary. Philippe graduated in finance from HEC Paris, the French leading business school. He speaks English, French, German, Russian and Polish.
|Energy & Natural Resources|
|Robert Cossick, Co-Chair||(832) 331-1250|
|Cam Kruse, Co-Chair
Chief Financial Officer with fifteen years of increasing financial and operational management responsibilities. Proven performance at being a strategic business partner, developing world class accounting organizations, improving financial performance, and improving operational efficiencies. Fifteen plus years in the Energy Industry.
|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|
|Rick Feldt, Chair||(636) 379-3642|
|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, CEO, 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|
|IFRS/US GAAP Convergence|
|Aldo Rabih, Chair||(718) 627-6788|
|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 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 strategy, pricing, product, key revenue & profit drivers, expense management and increasing \"management speed\". He excels at identifying issues and opportunities, partnering with senior management to attack those issues, and driving growth and higher profits. Extensive experience 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 $900M division of Kemper Insurance. Prior to Kemper he held senior level positions with The Hartford, Eastern Casualty, Liberty Mutual and Zurich / Home Insurance and also had his own consulting practice for three years. Jim holds an MBA degree in Finance and a Bachelor of Science degree in Accounting. He is a member of FEI, FICPA and IMA.
|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|
|This leadership position is available, contact Matt Bud for more information.|
|Matt Bud, Administrator||(203) 227-8965|
|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.
|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 has been a high profile CEO & CFO for 35 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.
|Ken Goldman, Co-Chair||(617) 916-9162|
|Brad Wiese, Co-Chair||(303) 768-0585|
|Andy Perz, Chair||(631) 827-6968|
|Bob Ainsworth, Chair||(508) 626-3645|
|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 various sectors. Organizations with budgets ranging from $ 5 million to $ 100 million. He has demonstrated strategic and financial leadership in Community based, chapter based, an International NGO with operations in 60 countries, Healthcare, Social service organizations. These organizations have been Multiple locations and facilities. They have ranged in staff size from 50 to 2500. Mark 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. A super user of various financial applications. He has reported to CFO\'s, Executive Director and reported to Board of Directors. Mark lives with his Jack Russell Terrier (Jackie) = in Warwick, Rhode Island.
|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|
|Stephen Peca, Chair
Stephen has more than 30 years of professional experience ranging from banking and finance to capital markets, private equity, project management, risk management and executive education. Stephen formed and is managing director and managing member of Concourse Realty Group 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. Additionally, Stephen pursues related business ventures ranging from start-up and venture capital services (Windy Acres Capital & Advisory), corporate education (Ventures in Education), and is also an adjunct assistant professor at New York University. Stephen previously was with Moody’s Analytics, Inc., Fleet Securities, Inc., The Fuji Bank, Limited, The Tucker Companies, Inc. and Urban Investment & Development Co. 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 and a Chartered Management Consultancy Surveyor. He has received the New York University Award for Outstanding Service and is a Member of the Royal Institution of Chartered Surveyors. Stephen is also a member of CoreNet Global, the Asset Management Roundtable, the Investment Management and Hedge Fund Roundtable and is Co-Chair of the Real Estate Special Interest Group of the Financial Executives Networking Group.
|John Yates, Co-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).
|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 more than 30 years of professional experience ranging from banking and finance to capital markets, private equity, project management, risk management and executive 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. In addition, Stephen pursues a number of related business ventures ranging from start-up and venture capital services (Windy Acres Capital & Advisory) to corporate education (Ventures in Education) , and is also an adjunct assistant professor at New York University. Stephen was a Director with Moody’s Analytics, Inc. and was the firm’s commercial real estate and project finance subject matter expert providing consulting services and executive education 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 relationship manager originating and managing a global loan and commitment portfolio where 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 investor. He also spent about seven years at Urban Investment & Development Co., a national real estate developer, manager and investor. 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, and a Chartered Management Consultancy Surveyor. He has received the New York University Award for Outstanding Service and is a Member of the Royal Institution of Chartered Surveyors. Stephen is also a member of the American Institute of Certified Public Accountants, CoreNet Global and is Co-Chair of the Real Estate Special Interest Group of the Financial Executives Networking Group. 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.
|Lynn Gargano, Chair
Lynn Gargano is an experienced financial executive with over 20 years of experience in the Financial Services Industry. She has broad hands on experience in finance, administration and public accounting. She has her CPA (NYS) and Series 27. Positions held include Chief Financial Officer, Director of Management Reporting and Controller. She has actively participated on Risk Management, Business Continuity and Vendor Management Committees. She started her career in public accounting. She has Big “4” Public Accounting Firm experience. Financial Services Investment Management Practice serving major and smaller mutual fund, hedge fund, private equity, broker dealer, unit investment trust and GIPS investment management clients.
|Tom Hall, Co-Chair
TOM HALL is a business, accounting, treasury, internal audit and financial reporting executive. He serves as a consultant and certified instructor in IFRS (International Financial Reporting Standards) for RGP and currently serving large and medium size Financial Services Entities in New York since 2006 for RGP. He is a Board Director for \"IRON CREST PARTNERS LLC\" in New York City (also with offices in London and Cincinnati). He has 25 years industry experience as a finance executive working with companies including Marathon Oil Company, AIG, World Gold Council, 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 COO, CFO, Chief Accounting Officer, Controller, Treasurer and Chief Audit Executive. He serves as an Adjunct Assistant Professor at NEW YORK UNIVERSITY (NYU) specializing in IFRS instruction. Currently the Co-Chair of the FENG\'s New York Metropolitan Chapter and Co-Chair of Risk Management SIG. Tom is a CGMA, CPA and MBA; and an alumnus of the University of Illinois, University of Toledo and Columbia University.
|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 a Chief Financial Officer with a proven career achieving significant productivity, profitability and predictability improvements. Most recently, as CFO of $1B Harsco Infrastructure, he co-led the successful restructuring and turnaround activities. 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.