Local U.S. Chapters
The Financial Executives Networking Group has Chapter Chairs located in 79 major cities across the continental United States, 11 International Chapters, and 39 Special Interest Groups. Please feel free to contact someone in your geographic area. You only need one sponsor, so here is an easy way to find one.s
Click a chapter title below for more information and meeting times.
|This leadership position is available, contact for more information.|
|Sheryl Cassity, Co-Chair
Sheryl Cassity is a internal audit leader possessing over twenty years of experience working with Fortune 100 companies like UPS, Coca-Cola and GE. She has a strong controllership background with extensive tactical and managerial experience in all aspects of finance, accounting, internal audit and system implementation. Sheryl is Global Senior Controller for GE Power Services. Formerly as Director of Business Services with Grant Thornton and Internal Controls Director, Swett and Crawford. Previously, Sheryl was co-founder and CEO of Audigence, an investigative and forensics accounting firm designing efficient and effective control environments to minimize financial and compliance risks. She earned her MBA with a concentration in Management Information Systems. Professional certifications include Certified Public Accountant, Certified Internal Auditor and Certified Management Accountant. Sheryl lives in Roswell with her husband, Greg and has three wonderful children.
|Mike Moran, Co-Chair||(770) 516-1113|
|John Noyd, Co-Chair
John Noyd is a senior financial executive possessing thirty years of multi-industrial experience working with Fortune 500 companies like Emerson Electric, Parker Hannifin and UNISYS. With significant process improvement training (Six Sigma, Lean/Kaizen, etc.), he has a strong controllership background with extensive tactical and managerial experience in all aspects of finance and accounting. John is currently the CFO of National Bus Sales and Leasing, Inc., one of the nation’s largest bus dealers with multiple offices and sales throughout the United States. He earned his MBA with a concentration in Finance from Penn State University. Professional certifications include Certified Management Accountant, Certified Financial Manager and Six Sigma Green Belt.
|Sean O'Shea, Co-Chair
Sean O’Shea is an experienced financial executive and active CPA. Sean has managed financial operations, transactions, planning, and reporting with a focus in the technology arena. He works in rapidly changing private, public, and private equity organizations improving processes, developing systems and analysis, and evaluating and integrating acquisitions. With over 20 years of experience in software, hardware, and professional services in both enterprise solution and SaaS environments, Sean is comfortable analyzing and strategizing with both debits & credits and 1’s & 0’s. He is adept at helping high-growth companies and rapidly changing organizations develop and improve their reporting, analysis, forecasting, and strategic planning by improving and leveraging the finance team, refining processes, and the pragmatic use of technology. Mr. O’Shea has a BBA from the Emory University Goizueta Business School and is an active CPA and CGMA. When he is not managing complex financial and intellectual property matters, Sean is an active leader in two non-profit organizations supporting education and experience in blacksmithing and STEM learning.
|Jeff Spencer, Co-Chair||(404) 474-3245|
|Paul Thomas, Co-Chair||(770) 413-3983|
|Mark Ferguson, Co-Chair||(512) 671-8467|
|Rusty Hale, Co-Chair|
|Mark Wadsley, Co-Chair||(512) 614-4883|
|Lee Klebe, Chair||(410) 812-6594|
|Bergen County, NJ|
|Marty Latman, Chair
Marty is the Chief Financial Officer at Lansco Colors. He has been successful in improving organizations profitability through implementation of new procedures and information technology. He has a background in finance, operations and information technologies. His background is in 15 different industries ranging from consumer products manufacturing and distribution, software development, oil refining and exploration to not-for-profit. He is a CPA and CISA.
|Mike Morgus, Chair||(205) 541-4875|
|Barry Gunderson, Chair||(781) 875-1802|
|Jim Doucher, Chair
After an arduous 18-month campaign, I was elected (ok, volun-told) Chapter Chair for Charleston. I’m a Green Card-carrying Canadian who has been recommended by 4 out of 5 people who recommend things. I’m a CPA, CMA who moved to Texas in August 2011 to take on the VP Finance (divisional CFO, with North American scope) role with my company, Oldcastle BuildingEnvelope. As a Global Finance and Operations Executive, I leverage my expertise in finance, operations, IT and leadership to streamline inefficiencies, reduce costs, and transform cultures, contributing to long-term ROI and value. A strategic advisor to senior management, I partner across an organization building the relationships that overcome barriers, consolidate processes and systems and eradicate silos. My background includes diverse experience in entertainment, construction and consumer goods industries. International experience includes working closely with European-based management and IT teams. I relocated to Charleston in August 2016 to join Hill-Rom, as Director of Finance (divisional CFO, for Trumpf Medical North America). I have a beautiful wife (Susan) and two beautiful daughters (Ella, 10 yrs old in 5th grade; and Maya, 8 yrs old in 3rd grade). When the Most Interesting Man in the World met Jim, HE held the door for HIM!
|Tom Maupin, Chair
Tom is currently a Partner of VACO Charlotte, LLC., a finance, accounting and technology consulting/talent acquisition company. Tom started his career in banking in Dallas, Texas followed by a 10-year career in International Banking as manager of offices in Tokyo and Singapore. Tom is a seasoned financial executive with expertise in business development and relationship and profit center management, who has been able to successfully transition from international and corporate banking to corporate and personal trust senior management positions with Chase, First Union and First Charter Bank prior to recently changing careers to executive recruiting for finance & accounting projects. Tom has been married to his wife Judy since 1970. They have three sons, Michael, Brian and Jay. When Tom is not working, he enjoys spending time with his family. In addition, he enjoys cooking, fishing, gardening, travel, and staying active. Tom was born in California, but grew up in Texas, and graduated from Rice University with a business degree in Commerce. After beginning his career in Texas with a major Dallas-based bank, he later was assigned to Tokyo, Singapore, back to Dallas, went to New York with Chemical Bank's Global Corporate Trust Group and came to Charlotte with First Union in 1999. Tom was a Vice President and Director of the Securities Transfer Association in New York for 6 years. He has been a member of The Corporate Transfer Association, The American Society of Corporate Secretaries and the National Investor Relations Institute. Since 1999, Tom has been the Chairman of the local chapter of The Financial Executive Networking Group, a 45,000 + national member networking organization and is a founder and member of the Davidson United Methodist Church Network Group, a non-denominational job search networking group.
|John Brader, Co-Chair||(704) 957-1256|
|Ken Carlson, Co-Chair||(704) 655-0352|
|Phil Geissinger, Co-Chair||(603) 781-5936|
|Chicago – Suburban, IL|
|Barry Ehlers, Chair
Barry is the "Tax Guy" - He is known for solving tax problems. Barry is actively involved in the Chicago business community, an avid networker and always willing to meet for coffee and help. Most importantly, Barry is the Chair of the Chicago Chapter of the FENG. Barry’s background includes working in public accounting and tax for more than 35 years in the Chicago area and across the country. Barry estimates that he (and teams he has worked with) has helped save taxpayers over $1 Billion in taxes. Barry is an active member of the Chicago Tax Club and a member of its Board of Directors as well as certain committees for the organization. He is a frequent speaker on a range of topics that affect companies and how they do business. Barry is licensed to practice law in Illinois and a member of the Illinois State Bar Association (ISBA).
|Steve Blondell, Co-Chair||(847) 651-3560|
|Chicago – Downtown, IL|
|Steve Eschbach, Co-Chair
Steven P. Eschbach, CFA, is the Principal & Founding Member of his independent consulting company, Eschbach & Associates, LLC. This Illinois-based firm is a continuation of the Connecticut-based firm he established in 2006, where he advised clients on various investor relations programs and appeared as a financial expert witness in utility rate cases for the State of Connecticut. Most recently, Steve was the Vice President - Investor Relations for Integrys Energy Group, Inc. (NYSE:TEG), a $5.5 billion market cap holding company of five Midwestern utilities in Wisconsin, Illinois, Michigan and Minnesota, from 2007 to 2015. Integrys was acquired by Wisconsin Energy Corporation, and he departed the company upon the close of the merger transaction in June 2015. Steve has held the lead investor relations role for several technology and energy companies such as FuelCell Energy, Inc., RMI.NET, Inc., Kinder Morgan, Inc., and Yankee Energy System, Inc. Prior to his investor relations roles at these companies, he was an expert financial witness in public utility rate cases for the State of Connecticut where he prepared and defended testimony in over a dozen proceedings on financial issues such as rate of return on rate base, return on equity, capital structure and other accounting topics. Steve has a Bachelor of Science degree in accounting from the University of Connecticut (1980), and holds a Masters degree in Business Administration from the University of Hartford (1985). He attained his CFA Charter designation in 1989 and is an active member of a number of advisory committees of the CFA Chicago Society. Steve has been a member of the National Investor Relations Institute (NIRI) since 1997 and is a past President of its Rocky Mountain (2001) and Connecticut/Westchester (2005-2007) chapters, and a former board member of the NIRI-Chicago chapter (2008-2013). He currently is a member of the NIRI-Senior Roundtable since 2013. Steve is the Co-Chair of The Financial Executives Networking Group’s Downtown Chicago Chapter. He is also a co-leader of the Career Transition Ministry of St. Raphael’s Parish and a current board member of the Knoch Knolls Homeowners Association, both in Naperville, IL. Steve also was a strategic advisor to the Sacred Heart Parish Pastoral Council in Southbury, Connecticut, and a voting board member of the Town of Southbury Pension and Investment Advisory Committee.
|Matt Oey, Co-Chair
Senior finance executive with prior experience as CFO for InterDelta Corporation and PRT Bentoel, consumer product manufacturing companies in South East Asia. Currently a consultant specializing in process flow, risk analysis, business strategy, including Asia Pacific business development, and operations optimization. Target small medium enterprises (SME's) having an international focus. Mr. Oey a CPA in Illinois, has a BS Engineering with a concentration in Biotechnology from the Johns Hopkins University and an MBA from the Wharton School - University of Pennsylvania.
|John Speridakos, Chair||(513) 791-0563|
|Lamar Ratcliffe, Chair||(216) 752-7137|
|Stefan Walliser, Chair||(614) 296-8039|
|Rob Zeid, Chair||(740) 879-4361|
|Bob Walker, Chair
Bob is an Investment Advisor with over 20 years’ experience in the financial services industry. He is a Registered Financial Advisor and Portfolio Manager assisting businesses and individual clients in developing and implementing workable strategies to help them reach their financial objectives. He was named in Texas Monthly as among the top 7% of advisors in Texas, and in the top 3% in Dallas for the past six consecutive years by Five Star Wealth Manager. Bob began his career at Arthur Young, CPAs, and was an international banker for 15 years at a major money center bank in charge of Europe and the Middle East. He has been a CFO at several companies. As a former accountant and CFO, Bob’s distinctive qualifications and experience work to help improve his clients’ positions. He is a graduate of the Thunderbird Graduate School and Northern Arizona University. He holds a Masters Degree in International Management and Business Administration.
|George Thomas, Chair||(303) 887-3348|
|Jaime Velasco, Co-Chair||(720) 308-5060|
|Bob Carr, Chair
Bob Carr is an Active Member, seeking opportunities to improve profitability and reduce costs. Most recently, he has performed general leadership roles in entrepreneurial startups. He was previously Manager of Business Operations, Cost Reduction & Program Management for Ford’s Electrical, Electronic Systems Engineering division, where he was responsible for all non-technical functions of the organization, from finance to program management to engineering process development. His deep experience is in profit improvement/cost reduction, innovation and "herding cats" and "juggling sharp objects." Previous Ford product development experience includes product-line turnaround, portfolio restructuring, and top-line growth/business development. Bob is a pro bono consultant to entrepreneurs at TechTown and through the Great Lakes Entrepreneurs' Quest and secretary to the board of the outstanding non-profit Appropriate Technology Collaborative of Ann Arbor. He earned his MSIA with Distinction from Carnegie Mellon University’s Graduate School of Industrial Administration (now Tepper School). His BA in financial administration is from Michigan State University. Continuing technical education includes extensive coursework in mechanical engineering at University of Detroit-Mercy and graduate physics at Wayne State University. Bob has college teaching experience as adjunct faculty for accounting, economics and business ethics at Carnegie Mellon and Detroit College of Business. His LinkedIn profile -- http://www.linkedin.com/in/robertscarr.
|Bill Roney, Chair||(248) 459-9215|
|Greensboro – Piedmont Triad, NC|
|Brad Earle, Chair||(336) 510-4776|
|Tom Carlson, Chair||(203) 885-8865|
|Houston – Katy/Sugar Land, TX|
|Steve Elliott, Chair
Steve serves as the Tax Technical Director at Middleton Raines + Zapata in Houston, TX. Steve has over 30 years of diversified public accounting experience advising high net worth individuals, closely held and family businesses as well as trusts, estates, partnerships, corporations, and not-for-profit entities. In addition, Steve has extensive experience acting as a client advocate in regards to tax notices, audits and protests, including payment plans, and offers in compromise. Steve received his masters in taxation from Bentley University and did his undergraduate studies at Northeastern University both in Boston. He also holds Certificates in Advanced Taxation Issues and Personal Financial Planning from Bentley. Steve holds CPA licenses in the states of Texas, New York and Massachusetts and is an active member of the American Institute of Public Accountants, the Texas State Society of Certified Public Accountants and the Financial Executives Networking Group. Steve is married and lives in the Houston, TX area with his wife and three daughters. He is active in church groups and is a strong advocate of cancer cure causes, serving on the Board of Directors for Linked with Liam an IRS non-profit foundation in Houston, TX. Steve is also very excited to serve on the Board of Directors/Accounting & Tax advisor for the non-profit organization S.T.A.N.O. Inc. as he proudly supports all branches of our U.S. military and is looking forward to lending help and support where and when he can.
|Dave Sheehan, Co-Chair
I have a broad based financial operations experience in aerospace manufacturing, chemical manufacturing and automotive aftermarket distribution. My experience includes senior leadership positions for small to large businesses in public, private, and government contract entities. My background also includes significant success with productivity and turnaround (change) management requirements. Specific skill sets include business modeling, strategic market based pricing, due diligence for mergers and acquisitions, six sigma and lean sigma. Varied responsibilities have included financial leadership for a large chemical manufacturing company (> 50 locations), global aerospace manufacturing, creation and leadership of a global shared services organization, a $1 billion recapitalization to launch new products for growth, and senior financial leader for an SAP global platform implementation (order to cash). Moved to Houston 2 years ago and joined B2B CFO as a partner. Graduated from Arizona State University with a Degree in Accounting Vietnam Era veteran serving 4 years in the U.S. Air Force. Married with one son (an Aggie).
|Andrew Jowett, Chair
I am the Vice President, Finance for a PE-backed oilfield services company. I am a UK chartered accountant (PwC), having held various CFO/Corporate Controller roles in manufacturing/oilfield services companies. I specialize in process improvements.
|Houston – The Woodlands, TX|
|Jim Anderson, Chair||(954) 661-5709|
|Bryan Valencia, Chair
Bryan has over 27 years of professional experience and serves as the Tax Partner-in-Charge at Calvetti Ferguson. He provides a comprehensive array of tax planning and consulting services to both public and private companies, including specialized support in the areas of research and development (R&D) tax credits and incentives, Section 199 domestic production activities deductions (DPAD), and accounting for income taxes under ASC 740 / FAS 109 and uncertain tax positions (UTPs) / FIN 48. He assists clients with proactive tax planning and is recognized for his expertise in the area of R&D tax credits. Bryan has developed a focus in the manufacturing and distribution, energy, information and technology, and other industries. He has significant experience assisting clients with Internal Revenue Service and other tax authority examinations, appeals and other controversy matters. His professional experience also includes international and federal tax planning and compliance when he previously worked for a large publicly-traded corporation.
|Robert Cossick, Administrator||(832) 331-1250|
|Andrew Jowett, Administrator
Chapter Administrator and co-chair of the main Houston chapter. I am the Controller of Greene's Energy Group, a PE-backed oilfield services company. I am a UK chartered accountant (PwC), having held various CFO/Corporate Controller roles in manufacturing/oilfield services companies. I specialize in process improvements.
|Bartho van Otterdyk, Administrator
Bartho van Otterdyk is an accomplished Finance and Accounting leader with extensive multi-industry and international experience. His industry experience includes Healthcare, Oil & Gas, Mining, Correctional Management; Telecommunications, Manufacturing and Professional Services. Bartho's global experience includes financial management of operations in Australia, North and South America, Europe and Asia.
|Kim Davis, Co-Chair||(765) 430-1977|
|David Phoebus, Co-Chair
David Phoebus is Manager of Talent Acquisition at Indiana Farm Bureau Insurance. David has a wealth of workforce planning, recruitment and onboarding experience across multiple industries. He’s previously served in strategic talent acquisition and development positions at global consulting firm RGP, national public accounting firm CliftonLarsonAllen, and most recently with the national search and staffing firm Vaco. Early in his career, David held finance and operational roles at several leading consumer products companies. David speaks regularly on networking and career development and is the chairman of the Indianapolis chapter of Financial Executives Networking Group (FENG). Raised in Northern Indiana, David now lives in Carmel with his wife and two sons. He has a BS in Accounting from the Kelley School of Business at Indiana University Bloomington, an MBA from Lake Forest Graduate School of Management and is a CPA.
|Walter Carter, Chair||(904) 612-1890|
|Kansas City, KS|
|Mark Blackton, Chair
Mark Blackton is a finance expert with significant natural gas asset, commodities trading and project management expertise. His experience includes developing financial models to support the acquisition, financing, operation and disposition of tangible and intangible assets. For the past three years Mark has traveled and been plying his craft internationally from the United Arab Emirates. During this time he has provided expert advice in the areas of asset development and asset valuation, these activities included drafting strategic business plans and developing financial models. He has also provided part time CFO services to start-up companies that serve the environmental clean-up industry. Mark has recently returned to the Kansas City area, where he joined Molliter Advisory, LLC (“Molliter”) as Vice President. Molliter provides financial mergers and acquisition services to small businesses. Mark’s valuation and business management experience are well placed in this role. Mark enjoys providing high level financial advice to a business sector that has limited access to this level of expertise.
|Gary Gates, Co-Chair
Mr. Gates is the Executive Vice President and Chief Financial Officer for a privately held consumer products company. He is experienced in a broad range of accountabilities including strategic planning, treasury and cash management, risk management and P&L management. He has served in all sizes of organizations ranging from start-ups and small business to mid-size companies to multi-billion dollar entities. His career has been heavily focused on food and consumer products with companies such as Oscar Mayer, General Foods, Kraft and American Italian Pasta.
|Stephen Arnold, Co-Chair
I call Knoxville my hometown, but have spent about half my life outside of the area. I'm currently serving as Chief Financial Officer of Arkis Biosciences and also running a consulting practice. From an industry perspective, I've focused on medical technology, software, and capital equipment manufacturing. I formerly served as CFO of Sensus Healthcare (NASDAQ: SRTS), a medical device company focused on radiation therapy systems for the treatment of skin cancer. I've also served as CFO of Inspired Technologies in Pittsburgh, PA, and Vice President, Finance and IT of Advanced Measurement Technology, a division of Fortune 400 company AMETEK (NYSE:AME). On the education side, I hold a BA degree in Business Administration from Furman University, an MBA from Thunderbird School of International Management, and am a CPA registered in the state of Tennessee.
|Paul Folta, Co-Chair
Greetings! Private equity, international business, health-related sectors and management consulting have been my primary work focus. For more about my background please refer to: www.foltaassociates.com &/or on https://www.linkedin.com/in/pfolta My wife and I moved to the Knoxville area in early 2016, and we love it here! Although I was raised and worked in Asia, I have lived in this region before, and I now enjoy being closer to many friends and family here and in the surrounding states. FENG has been an excellent networking resource for me for quite a few years. Having observed three different New Jersey chapters, as well as other networking groups, I look forward to working with Stephen Arnold and with you to make our chapter a valuable one. It will be my pleasure to meet you and to hear from you. Best regards, Paul
|Las Vegas, NV|
|This leadership position is available, contact for more information.|
|Lehigh Valley, PA|
|John Dunbar, Chair
John is an operations oriented financial executive with demonstrated progressive responsibilities for corporations ranging in size up to $500 million, including international experience. Industry experience includes manufacturing, consulting, chemicals and service.
|Jim Lynch, Chair||(610) 633-0868|
|Long Island, NY|
|Rich Schwamb, Chair
Richard Schwamb is a Retirement plan specialist servicing 100+ Companies in the Tri-State area. Richard has been named for 4 years in a row as one of the Industries top 100 plan sponsors by Plan Sponsor magazine. He is a Title Certified 401(k) Professional and Co-Chairman of Long Island's Financial Executives Networking Group. Richard has held positions as Treasurer, Controller, and General Manager for several Fortune 500 companies.
|Ed Johnston, Co-Chair
Ed Johnston, CPA is a vice president within Skanska USA, based in Queens, NY. Formerly CFO of its Civil Northeast operating unit, he is currently managing part of a national ERP conversion / business transformation program. Ed also manages the US engagement of Skanska’s international Corporate Community Investment initiative, a component of its larger sustainability agenda. Ed has written about “Accounting for Sustainability” for CFMA’s Building Profits and is a past president of CFMA’s Long Island chapter. He has earned an MA and MBA, as well as CFE and CM&AA certifications.
|Los Angeles – Hollywood/Santa Monica, CA|
|Nastaran Motiei, Chair||(310) 904-4692|
|Los Angeles – Orange County, CA|
|Dave Quimby, Chair||(949) 231-7649|
|Bill Abbott, Co-Chair||(949) 231-2580|
|Don Nesbit, Co-Chair||(949) 933-9293|
|Los Angeles – South Bay, CA|
|Mike Welch, Chair
Mike is a CFO with experience in large and small, public and private, and manufacturing and service companies. He also has an exceptional record in Corporate M&A, having headed Corporate Development at Mattel for many years. Mike founded the South Bay Chapter in 2003 to provide a networking forum for FENG members in the LA basin.
|Los Angeles – San Gabriel Valley, CA|
|Nastaran Motiei, Chair||(310) 904-4692|
|Bill Ferko, Chair||(502) 292-0177|
|Rick Mills, Administrator||(570) 850-3865|
|This leadership position is available, contact for more information.|
|Bob Wallace, Chair
Bob is the CFO for the Plough Foundation, a $100 million private foundation that promotes philanthropy throughout Memphis and Shelby County. Previously he worked as a corporate controller, treasurer and senior level financial executive for corporations with up to $1 billion in revenue. He holds CPA and CGMA designations and an MBA from the University of Pittsburgh. He enjoys assisting other accounting professionals in career development and job transitions.
|Miami – Fort Lauderdale, FL|
|Michael Samach, Chair||(954) 214-1618|
|This leadership position is available, contact for more information.|
|Miami – Palm Beach/Treasure Coast, FL|
|John Hunt, Chair||(561) 236-8313|
|This leadership position is available, contact for more information.|
|Theresa Quinn-Accurso, Chair||(847) 814-4009|
|Marty Mussman, Chair||(732) 422-4942|
|Jim Hockenberry, Co-Chair||(609) 683-0382|
|Don Sondak, Co-Chair||(732) 539-8592|
|Montgomery/Bucks County, PA|
|Ed Borkowski, Chair
Ed is a C level executive and/or consultant with a diverse client base in the Philadelphia PA area. Manufacturing in the Bio-Tech, Pharmaceuticals, Med-Device or Automation Industries.
|Mark Myers, Chair
As a Certified Career Management Coach, my passion is connecting others to achieve their goals and helping in their career transition and networking pursuits. Seasoned finance and accounting professional with 11 years in public accounting and 15 years in private industry, followed by 3 years in a business development role for a global professional services firm. After a time of building my coach practice, I returned to the accounting field, serving as CFO for a regional engineering firm for 17 months while the firm was going through an acquisition. Recently, returned to public accounting serving small businesses and non-profits. Clients during career included an array of businesses from small closely-held businesses to Fortune 500 firms. Adjunct faculty responsibilities at two local universities include business and accounting topics in an Engineering Management Masters' Degree program, and Career Success topics in a 'degree-completion' program. Other volunteer activities include Financial Executives International, TN Society of CPAs, AICPA, IMA, International Coaches Federation, and Tennessee Coaches Alliance.
|New Orleans, LA|
|Bob Levine, Chair
Chief Financial Officer Successful in creating profits, shareholder value and wealth. Leadership roles in private and public companies including manufacturing, distribution, oilfield services, plastics, professional services, mining, domestic and international. Strong strategic planning skills. Successful in challenging high growth,crisis-management, start-up and turn-around environments. EXECUTIVE SUMMARY Consistent, solution-focused and profit-driven leader with the business acumen, vision and experience to move beyond the numbers and formulate cost effective strategies to maximize profits, shareholder value and wealth. Hands on experience in management, financial admin-istration, banking relationships, human resources, information technology, insurance, and public relations. Accomplishments in organizational restructuring, strategic planning and op-erational improvements through a team approach.
|Barry Tassin, Chair
About B2B CFO®: For over 25 years, B2B CFO® has been helping companies by providing CFO services. We have over 200 partners around the country. Each B2B CFO® partner works with multiple companies so having a highly skilled financial executive on your team is now affordable. About Barry Tassin: Barry is a Partner with B2B CFO®. He has served in the positions of CFO, Vice President of Finance & Accounting, and Controller for public and private companies including New York Stock Exchange companies, a Fortune 250 company, ENR Top 25 companies, construction firms, real estate developers, and companies operating internationally. He also has experience in commercial banking and in the petroleum services industry.
|New York, NY|
|Tom Hall, 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) serving large and medium size Financial Services Entities in New York since 2004.. He is a Board Director and Partner for "IRON CREST PARTNERS LLC" in New York City (with offices in London and Cincinnati also); which is a Consortium of Subject Matter Experts in Risk Management, Cyber Security and Modernization consulting. Tom is the CFO for PEPPER LLC, a CLOUD based technology for Alternative Asset Management. He serves as the COO for "The Daily Shot RECAP"; a daily e-newsletter on Global Macro Events that has 30 thousand subscribers in 90 countries. Over 25 years industry experience as a finance executive working with companies including American Stock Transfer & Trust LLC, Marathon Petroleum Company, 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 is a retired Adjunct Assistant Professor at NEW YORK UNIVERSITY (NYU) specializing in IFRS and financial statement analysis instruction. Current 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. Tom Hall – CPA, CGMA, MBA, IFRS TomHall@IronCrestPartners.com www.IronCrestPartners.com New York, NY p. 212.933.4944
|Dennis McIntosh, Chair||(617) 312-7278|
|Aldo Rabih, Chair
A CPA and Canadian CPA with leading expertise in tax and reporting. Financial and Accounting Leader with expertise in compliance and regulatory oversight for financial services and many other organizations. Capable to lead teams and mentor small business within growth stage to expand to profitability.
|This leadership position is available, contact for more information.|
|Oklahoma City, OK|
|Cheryl Adams, Co-Chair||(405) 795-3409|
|Ben Goff, Co-Chair
Ben Goff provides management and financial consulting across several industries including Automotive, Automotive Lending, Oil & Gas, Legal, and Financial Services. Focusing on the financial and analytical functions within a company, Ben is able to help companies understand the dynamics of their organization that impact profitability. He not only has the ability to identify the problems within an organization but solve the problems through turnarounds, process efficiencies, reorganization, raising capital, acquisition or divestiture. Many times Ben has been brought in to consult and has been named CEO/CRO to clean up and sell the company.
|This leadership position is available, contact for more information.|
|Mark Brice, Chair
Mark R. Brice has over thirty years of accounting, internal audit and management experience. Currently, Mr. Brice is the Director, Internal Audit & Chief Compliance Officer for FARO Technologies, Inc. in Lake Mary, Florida where he oversees the internal audit and compliance functions for FARO, the world's most trusted source for 3D measurement technology. Mr. Brice’s career includes previous Chief Audit Executive (CAE) roles with Hawker Beechcraft Corporation, Teleflex Inc. and Cookson Electronics, and he also spent 13 years with GTE Corporation after starting his career in the Chicago office of Ernst & Young. Mr. Brice’s specialties include financial and internal controls, manufacturing operations, international business, financial reporting and analysis, and anti-corruption laws including the Foreign Corrupt Practices Act (FCPA). Mr. Brice earned a Masters Degree in Business Administration (MBA) from Bentley University in Waltham, Massachusetts. He was an Evans Scholar at the University of Illinois in Champaign-Urbana, Illinois where he earned a Bachelor of Science in Accountancy. He is a Certified Internal Auditor (CIA) and has a Certification in Risk Management Assurance (CRMA), and he has been a member of The Institute of Internal Auditors (IIA) for more than twenty years. He is the current Treasurer and a past President of the Central Florida (Orlando) Chapter of The IIA, and has also earned three other certifications: CPA (Certified Public Accountant), CFE (Certified Fraud Examiner) and CPIM (Certified in Production and Inventory Management).
|Philadelphia – Suburban, PA|
|Tom Pilko, Co-Chair
Tom is a Corporate Financial Professional with Officer and Board level management experience. He has leadership roles with privately funded emerging growth companies, as well as multi-billion public companies. He has served organizations by providing business process and innovative financial strategies that achieved profitable results contributing to the financial strength and shareholder value of companies. He also serves as Committee Chairman and Director of professional organizations. Tom currently serves as Division Board Member and Director for a unit of Signal Holdings, a service organization to the telecommunications industry. Tom led the financial team as CFO and Corporate Controller implementing ERP systems through six years of growth from one operating entity with revenue of $40 million to a nation-wide operation of 12 entities with revenue of $400 million. Previously, he served as Consultant to the CEO for the merger integration of three multi-billion units purchased by a one of the largest global financial services organizations. Tom led a transitional team evaluating each companyâ€™s core competencies, products and distribution channels, while consolidating and streamlining operations. His career includes serving as Vice President and Director for a special purpose investment subsidiary of Pennsylvania Manufactureâ€™s Capital Corp., a publicly traded provider of financial services. He was responsible for identifying corporate goals, achieving financial results and coordinating board actions. This was in addition to his role as a financial executive for PMC, managing investment policy and strategy for the $2.5 billion investment portfolio, along with a broad range of financial functions, including the startup of products managing captive insurance programs for clients. Tom was able to achieve a five-year track record exceeding investment performance benchmarks by between 5% and 8% annually contributing over $220 million in earnings that increased the financial strength of the companies. Tom has also served as a financial officer with Reliance Companies that managed financial services, annuities and risk management services for clients. He was the financial leader for the Merger and Acquisition executive team acquiring controlling interest in NYSE companies that increased return on investment by several hundred million. To provide growth capital for a firm that had maxed its debt covenants, Tom created a $160 million Eurodollar asset-backed financing facility that was a prototype for other firms and became a $2.5 trillion industry. Throughout his career, Tom was selected for assignments requiring his expertise with highly sophisticated financial products, analytical problem solving skills, leadership and communication abilities. Tom is known for his people skills and ability to use his financial knowledge to create new and innovative programs that add to the profitability and shareholder value of companies. Tom earned his M.B.A. majoring in Finance from Drexel University and received his Bachelor of Science in Accounting from Pace University, NY. Tom also leads Professional organizations as a Director of the Financial Executive International, Philadelphia Chapter, is a former President of Philadelphia Treasurers Club as well as the Institute of Management Accounting. His non-profit Board leadership includes Boy Scouts of America and Kiwanis International.
|Jim Schwartz, Co-Chair
James E. Schwartz is a senior executive with a lengthy record of solving corporate financing and managerial problems as well as improving business profitability. His specialty is arranging equipment-backed leasing and secured financing and managing businesses that provide such financing. Since 2009, Jim has been an independent corporate finance consultant performing project work in the above areas. He also advises clients about working capital improvement and management of accounts receivable; assesses questions of business strategy and operational effectiveness; provides credit analysis and due diligence support for acquisitions and dispositions; and supplies expert opinions on financing and operational matters. Previously, Jim had extensive general management and customer relationship development roles at firms such as The CIT Group, a large third-party financing organization, and Siemens Medical Solutions, a major international provider of medical imaging, treatment and analysis equipment and services. Jim holds a Master’s Degree in Business Administration (Finance) from Northwestern University and a Bachelor of Science (Agricultural Economics) from Purdue University. He passed the Uniform CPA Examination early in his career. Jim resides in Chester Springs, Penn. He is a long-time volunteer and leader in several organizations that support people in job transition. He also leads a local arm for a group providing volunteer income tax preparation assistance.
|Philadelphia – Downtown, PA|
|Kevin Murphy, Chair||(267) 256-2672|
|Mark Johnson, Chair
Mark R. Johnson, MBA, brings more than 34 years of diverse financial and operational experiences from closely held small and medium size entities to large public companies serving as a CFO, CPA, and a Project Consultant. His background includes Senior Manager with a Big 4 public accounting firm, senior management positions with several Fortune 500 retailers, as the chief financial officer for a family owned $250 million retailer and two startup ventures here in Arizona as the chief accounting officer. Recently he served as the Project Lead Consultant on Sarbanes-Oxley internal controls documentation and testing for several casinos in Las Vegas and a $2 billion equipment leasing company in Scottsdale. He has also instructed accounting and auditing courses for post graduate students at schools such as Arizona State University and Western International University locally. As a partner with B2B CFO® for the past five years he has served small family owned business owners in diverse industries including, construction, healthcare, education, hospitality, variable print media, food manufacturing and auto glass repair with bank financing, budgeting strategic planning, due diligence and IT software integration. Mark is a Certified Business Transition Expert™ working with business owners that need assistance and a plan to exit from their business now or in the future.
|Mike Wittkopp, Chair
Mike has long enjoyed global economic news, investments analysis, and most aspects of corporate finance. His progressive career includes 26 years of working in the defense and space market at Unisys and then The Boeing Company starting as a G/L accountant. He is currently the COO / CFO of a small but talented IT services company in Monroeville PA. Mike continues to dedicate time to the development of Non-Profit organizations, stemming from supporting United Way allocation committees, and the Boeing Employee Community fund. Mike and his family established To Play Too, a Pennsylvania based charity working to provide opportunities for children of all abilities to play together at special needs adapted facilities. Mike also helped establish Believe N Ride, a startup Non-Profit to enable a farm’s resources to provide horseback riding for children attending a nearby special needs school. Mike holds a BS in Finance as well as a Masters of Management from The Pennsylvania State University. During 2015, Mike gained both FINRA series 7 & 63 certifications, allowing him to provide financial services to individuals, and this year completed the ITIL Foundations Certification.
|Rich Dreasher, Chair||(503) 260-9892|
|Michael Potorti, Chair
Michael is currently the Director of Internal Audit at Sprague Energy, one of the largest independent wholesale distributors of refined products in the Northeast US. He is also the founder and Managing Director at MP Audit and has been hired by Fortune 500 and FTSE 100 companies across the manufacturing, service, banking and insurance industries, and their subsidiaries worldwide, to assess, develop, and implement the internal controls that reflect industry best practices. He specializes in Internal Audit, SOX, Internal Control Optimization, Risk Management, Data Mining, FCPA and the UK Bribery Act. Prior to MP Audit, he was an Audit Manager at Deloitte. Due to his international experience, he has conducted training seminars, wrote self-study materials, produced audio programs and published numerous articles on SOX compliance and audit standards.
|Jim Hockenberry, Chair
Jim Hockenberry has been a member of FENG since 1997. He graduated with a BA from Lafayette College and has an MBA from Columbia University’s Graduate School of Business. A CPA, he started his career with Ernst & Young, and moved to W.R. Grace where he held a number of financial positions including 16 years in its Lausanne, Switzerland European HQ. His last position was the Director of Financial Planning and Analysis for Grace Europe’s $900 million Specialty Chemical operations. He led a multi-functional team to reengineer Grace Europe’s financial operations, and the team was nominated for the Chairman’s Award for Excellence. Returning to the United States, he worked as the Division Controller of Ivex Corporation’s Packaging Division. Working through Resources Global Management, he was the Director of Finance for PSE&G’s Energy Technologies deregulated division, and Elizabethtown Water’s Director of Revenue. He left Resources to become the Director of Finance for Mistras Holdings, a privately held high-tech company, and later the Director of Finance for Integra LifeSciences, a medical device company in the Princeton area. He is now an independent consultant and Financial Executive, committed to improving a company’s execution and financial performance through of range of financial, operational and analytical processes. Having left corporate America, he has headed in new directions and has started to write fiction. His first book, "Over Here", a fictionalized account of German sabotage in America during World War One, should be available in the Fall 2014. He is working on a sequel, "So Beware" centering on the Paris Peace conference of 1919 and the German revolution at the same time.
|Ted Bachman, Chair||(919) 606-3477|
|Jack Finley, Co-Chair||(919) 832-5130|
|Cyn Thomas, Co-Chair||(919) 285-2338|
|Scott Berry, Chair||(775) 720-8415|
|Mike Drew, Chair
Michael Drew is an experienced financial services executive with a diverse background in banking and lending. He specializes in developing and implementing strategic financing solutions as part of a holistic wealth management process for businesses and high net worth individuals. Over the past 20 years, Michael has held leadership positions including Director of Project Management at Treliant Risk Advisors and Capital One's Commercial Bank, Executive Director and Senior Product Manager for Morgan Stanley Smith Barney's Banking and Lending business, and Director of Operations & Reengineering within Citi's Consumer Lending Group. He began his career at Price Waterhouse and later joined Ernst & Young's Management Consulting practice. Michael holds an MBA from Rutgers University and a BA from Fordham University. He earned a Professional Master of Banking certification from Louisiana State University and the Virginia Bankers Association.
|Jonathan Tunner, Co-Chair
Jonathan has over eighteen years of broad business and investment experience, including living abroad while working in the international coal industry, venture capital and private equity analyst & deal maker, CFO of an ultra high net worth private investment company, and Founder of Constellation Partners. Jonathan started his career in 1995 in the international coal industry working for the retired CEO and Chairman of Massey Energy, Morgan Massey. While working side by side with Morgan, Jonathan spent over four years immersed in the US, Latin American and European steel, industrial and thermal markets. Jonathan held diverse roles covering business development, contract management, multi-modal logistics, technical sales, and mine capital expenditures. His experience includes in-depth business development and contract negotiations ranging from large US and European customers such as Swedish Steel, New England Power Co. (National Grid), Southern Companies, to industrial and environmentally sensitive customers such as Elkem and Sprague Energy. Starting in 1998, Jonathan began to transition his career to venture capital and private equity, leading to a significant role with an ultra high net worth family investment office. As CFO of a $200 million private investment company, the bulk of his work related to sourcing, funding, overseeing and selling privately held businesses across a spectrum of sizes and industries including direct investing in US oil & gas and offshore energy. His duties included extensive financial modeling covering investment and sensitivity analysis, re-forecasting of company financials, distressed / re-structuring models, and both debt and equity capital raising for portfolio and prospective portfolio companies. Jonathan held extensive operational duties within the family office and portfolio companies, including CEO, CFO and COO, while also serving on numerous boards. In 2009, Jonathan started Constellation Partners; a boutique firm providing strategic, leadership and finance related consulting services to lower middle market businesses. Constellation primarily focuses on companies with high growth or distressed situations - such as acquisition integration, strategic planning and implementation, management of distressed operational and financial situations, and high growth initiatives. Jonathan has been on-site with a client, one of the largest truck tire dealers in the United States, for the past three years. His role has been overseeing post-acquisition integration, financial and operational restructuring, key account leadership and daily oversight of all staff and operations. He and his wife and daughter live in Richmond, Virginia and enjoy traveling, cooking, sailing, skiing, horses, and a variety of other outdoor pursuits. BA Hampden-Sydney College 1995 & MBA University of Richmond 2000.
|John Peters, Chair||(585) 624-5564|
|Dennis Szywala, Co-Chair||(716) 812-8911|
|John Moynahan, Chair
Chief Financial Officer with extensive experience in public and private companies ranging from startups to established multinationals. One of two co-inventors on five U.S. patents. Eighteen years of experience as CFO of public companies in startup to growth stage and four years of experience as treasurer of multinational Fortune 1000 companies. Raised $20 million in an Initial Public Offering, over $110 million in equity for public companies, and over $550 million in banking facilities. Career began with Ernst & Young. Most recent public company is RestorGenex (biotechnology) and other public company experience includes Xybernaut (wearable technology) and Fisher Scientific. MBA from New York University, BA from Colgate University and CPA.
|Kirk Youngberg, Co-Chair||(916) 205-6850|
|Salt Lake City, UT|
|Don Lowry, Chair||(801) 499-9507|
|San Antonio, TX|
|Tom Loftus, Chair
Mr. Loftus is an independent consultant with over 20 years’ experience in the transportation and logistics industries. His primary focuses are financial planning and budgeting, financial accounting, investment analysis, company valuations, corporate finance, and acquisitions. Since 2009 Mr. Loftus has worked as an independent consultant. His services have included advising clients on submitting applications for federal loans and grants, transportation master planning, evaluating large freight and transportation investment projects and logistics and operations studies. Mr. Loftus has completed consulting projects in the United States, Azerbaijan, China, India, Indonesia, Kenya, Mongolia, Philippines and Uganda and worked with the World Bank, the European Bank for Reconstruction and Development, Asian Development Bank and the Japan International Cooperation Agency. Prior to becoming a consultant, Mr. Loftus was Chief Financial Officer of Vectora Transportation a third-party logistics company serving the wind energy industry, CFO of Central Illinois Railroad Holdings, Senior Vice President Finance & Treasurer with Genesee & Wyoming Inc. and Manager Acquisitions with RailTex, Inc. Mr. Loftus has an MBA in Finance from the University of Pittsburgh and a B.A. in English Literature from the University of Virginia.
|San Diego, CA|
|Dan Ruchman, Chair
Dan Ruchman is a financial management consultant helping companies with a full range of financial and accounting-related issues, sometimes serving as interim or parttime CFO, always lighting their path to stronger short and longterm profitability. In his consulting practice of Ruchman & Associates, he serves as a trusted advisor to CEOs and CFOs, helping them develop their business plans, reorganize their finances and jump-start their businesses. He is passionate about helping companies plan their growth, model their business, control operations, analyze and solve problems and increase profitability. With 25+ years of financial management experience in both large and small companies, his background includes strategic and operational planning, financial reporting, venture and bank financing, financial analysis, investor relations, other areas. He was vice president finance and administration at Phyton Biotech, director of financial planning and analysis for Bausch & Lomb, group controller at Computer Consoles, and CFO at Inslaw, a software firm. He graduated from Princeton University, and holds an MBA from the Yale School of Management. He resides in San Diego, is active in a number of professional organizations, and is on the liberal arts advisory board of the Rochester Institute of Technology. And when goaded, Dan can also play some mean blues and rock 'n' roll on the piano.
|Orlando Kleen, Administrator||(858) 673-8829|
|Grant Miller, Administrator
High Technology communications, engineering, products and services executive CFO/COO. Extensive M&A transaction experience, International based Corporate Development leadership for Time Warner, CFO & COO for more than 8 start ups. Currently CFO/COO for Semiconductor chip design engineering company with 4yr ramp from $1.7M to $25M. Board Member and Audit Chair for public Biotech company.
|San Francisco, CA|
|Norbert Walz, Chair||(925) 216-5409|
|Keith Davidge, Co-Chair||(925) 451-0466|
|Yuichi Iwata, Co-Chair||(858) 775-6346|
|Charlie O'Connell, Co-Chair||(415) 760-1700|
|Drew Wahl, Co-Chair||(415) 574-5291|
|Mike Zeitouny, Co-Chair||(612) 290-6562|
|Jon Eastlake, Chair||(425) 394-1394|
|Paul Malen, Chair
Paul Malen, CMA, CFM, has over 27 years of experience in providing financial, accounting, IT, risk management and HR leadership to rapidly growing companies. His industry experience is diverse covering aviation, mining, retail, and manufacturing. Paul has a strong track record of improving processes utilizing lean techniques, increasing profitability, and developing team members into effective, action-oriented leaders. He is currently Director of Operations for Global Metal Technologies.
|Tom Carlson, Chair||(203) 885-8865|
|St. Louis, MO|
|Tony Accurso, Chair||(314) 872-1736|
|Jim Cornfeld, Chair||(314) 727-4485|
|Dave French, Administrator||(314) 821-1512|
|Bob Goldsticker, Administrator||(314) 726-0005|
|Susquehanna Valley, PA|
|Gary Brown, Co-Chair
Gary Brown is a Senior Finance Professional with extensive experience working for organizations from small business through the Fortune 500 and across multiple industries, including manufacturing, distribution, consumer products, defense contracting, apparel, telecommunications and insurance. He has a proven track record in rapid growth and distressed companies working through financial turnaround, restructuring, bankruptcy filing and financing. Specific expertise in: • Leadership and Team Building • Process Improvement Design and Implementation • Turnaround and Restructuring • Strategic and Financial Planning • Financial Management and Reporting • Financing and Bank Relationships • Cash Management and Forecasting • Systems Implementations and Enhancements
|Tony DiGirolamo, Co-Chair
Tony DiGirolamo is a seasoned financial executive with 25 years experience in CFO and Controller’s roles. He is both a hands on contributor and a company leader contributing to management team success. Tony’s career is a track record of increasingly responsible positions with large and small companies both domestic and international including Price Waterhouse Coopers, Rockwell Corporation, Otis Elevator, A.B. Dick Company and Sweet Street Desserts, Inc. At the various companies, Tony’s experience included food, biotech, capital goods, automotive and consumer products industries as well as technical financial and project support functions. His varied business experience and financial expertise helps clients gain the ability to identify and solve business problems as well as to contribute to company strategy. Tony holds an MBA from the Kellogg Graduate School of Management, is a Certified Public Accountant and a Certified Global Management Accountant. Tony has been a FENG member since 1999 and practices FENG networking as taught by Matt Bud.
|Brian Fields, Administrator||(717) 728-3284|
|Peter Frost, Administrator||(717) 815-0200|
|Rob Taylor, Chair
CFO Accuform Manufacturing
|David Coons, Co-Chair
Controller, Rhein Medical
|Vinnie Prigitano, Co-Chair||(813) 230-9612|
|This leadership position is available, contact for more information.|
|Scott MacDonald, Chair||(316) 209-7400|
|Stan White, Co-Chair||(918) 671-9538|
|Warren County, NJ|
|Greg Hampson, Chair
Greg Hampson is a senior level financial executive who helps organizations see beyond the numbers to maximize the value of their company dollars. He has extensive experience in steering companies through all business phases from startup through turnaround scenarios. Greg played an intricate role in positioning a start up company that grew revenues 207%, and he enhanced liquidity for a highly leveraged company by improving key working capital metrics. For a Fortune 100 company expanding product lines, he valued, negotiated, and integrated multiple acquisitions with revenues of $16M. Greg has held CFO, Vice President of Finance, Controller, and other senior level financial positions with numerous firms, including Fortune 500 companies TRW and IBM. His reputation is built upon his leadership in directing finance, accounting, human resources, legal and administrative functions at both the divisional and corporate levels for firms encompassing the public, private and non-profit sectors covering a broad spectrum of diverse industries, with both domestic and international scenarios. Greg has led acquisition/divestiture teams, product pricing initiatives, process re-engineering efforts and system installation projects. He has a passion for staff development as he recognizes the critical role employees play in delivering results. His expertise also includes financial operations, controllership, forecasting, financial modeling, treasury and cash management and strategic planning. He earned a B.S. degree from Morningside College in Business Administration and an M.B.A. in Corporate Finance from Fairleigh Dickinson University. Greg is Chapter chairperson for the Financial Executives Networking Group and a member of the Institute of Management Accountants. Contact Information 14 Sky View Drive Sparta, NJ 07871
|Ray Miller, Chair
Ray is a Partner in B2B CFO, a national firm providing Chief Financial Officer services. Ray has over 25 years of financial and operational experience in a variety of industries. His industry experience includes consumer and industrial products, pharmaceuticals, manufacturing, non-profits, and technology. Prior to joining B2B CFO, Ray has been consulting where he primarily assisted clients with M&A activities and other major investments. His clients have included Aventis, Colgate Palmolive and Schering Plough. Prior to consulting, he held a variety of positions with General Chemical, Akzo Nobel, and Unilever. Ray earned an MBA from the University of Chicago as well as a BA in accounting from Michigan State University. After graduate school, he completed executive education work at Duke University.
|Art Del Buono, Chair
Art currently serves as Senior Advisor â€“ Financial Analysis in the Bureau of Economics at the US Federal Trade Commission, supporting the various missions of the agency, especially the merger approval process. He has worked on such high-profile mergers as Proctor & Gamble/Gillette, Federated/May, Nestleâ€™s/Dreyerâ€™s, Johnson & Johnson/Pfizer, and Whole Foods/Wild Oats. His pre-government career included eight years with General Electric in various financial roles, regional controller for a printing company, and CFO of a distribution firm. Art received his MBA in finance and accounting from the Owen Graduate School of Management at Vanderbilt University and completed the Financial Management Program at General Electric.
|Ranjit Gupte, Chair
Ranjit has worked in senior executive positions such as CFO, Controller, Head of Manufacturing and Chief of American Operations. He has worked internationally in India, Singapore and Malaysia. He is a licensed CPA with an MBA in Business Strategy from University of Pittsburgh, PA. Industry experience includes air conditioning, audio recording, machine tools, chemicals, crane manufacturing, refrigeration, electronic communication equipment and government contracting. He has headed international business development effort for the $20 Billion TATA Group from India in New York City.
|Wade Tetsuka, Chair
Wade is President of U.S. Transactions Corp., an organization which is focused on building and maintaining an exclusive network of CEOs and CFOs in government contracting. Wade has an extensive background in financial services including commercial card payment processing using Level-3 data. He graduated from the Wharton School of Business, University of Pennsylvania. As a CPA, he worked for 10-years at Ernst & Young (San Francisco) and PriceWaterhouseCoopers (Stuttgart, Germany). Later he entered the medical device industry and served in the capacity of President/General Manager for mid-sized, fast growth companies. Wade is a member of Vistage, a national CEO membership organization, a founding member of the Coudoun County CEO Cabinet, Board of Trustees of the Loudoun Education Foundation.
|Ed Zebzda, Chair
Ed Zebzda co-founded the Westchester Chapter in June, 2001. He also co-founded and ran another support group, SSET - Support for Spouses during Employment Transition. Ed is a former Career Counsellor for Spherion.
|Paul Larsen, Co-Chair||(914) 967-7908|
|Mark Lerner, Co-Chair||(914) 629-6280|
|Matt Bud, Chair
In addition to being Chairman of The FENG, my other full time job is Managing Partner of The Financial Executives Consulting Group, LLC. The "all senior professionals, all the time" approach we use to solve client issues is unique. I primarily handle business development for the firm. Please visit our website at: www.TheFECG.com to learn more about what we do. Matt Bud Chairman 32 Gray's Farm Road Weston, CT 06883 MattBud@TheFECG.com (203) 227-8965 Office Phone (203) 820-4667 Cell (203) 227-8984 Fax
|Doug Fine, Co-Chair
Doug is a senior finance and accounting executive with a range of expertise spanning Fortune 500 companies, Big-4 CPA firm as well as high-level consulting. He is a CPA with extensive experience in internal auditing, corporate accounting and reporting, business process reengineering, due diligence reviews, fraud investigations and IT system implementations. Doug has a total of 30 years of experience, working with KPMG, Kraft Foods and United States Surgical Corp. Most recently, for approximately 15 years he served as a Managing Partner of The Financial Executives Consulting Group, LLC.
|Bruce Lynn, Co-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, working capital management, strategic planning, credit, systems enhancements as well assignments involving the planning and analysis of operating and capital budgets. In his current role as a Managing Partner 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). Bruce has been a contributor to the AFP’s Exchange and has made numerous presentations to the AFP and its regional associations as well as presentations to other professional associations such as the National Association of Corporate Treasurers (NACT) and the Institute of Internal Auditors (IIA).
|This leadership position is available, contact for more information.|