Local U.S. Chapters

I have been a FENG member since 2014, first in the Philadelphia and Susquehanna Valley, PA chapters. Having access to a National FENG network enabled me to pursue roles in the Atlanta area, eventually moving here in 2017. I enjoy paying that assistance forward to fellow FENG members. I have worked in Operational Finance and FP&A at several billion dollar companies over my career, primarily in the wireless, technology and manufacturing sectors. Since 2017, I have worked at Crown Castle International, which operates and leases more than 40,000 cell towers and approximately 60,000 route miles of fiber supporting small cells and fiber solutions across every major US market.

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 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.

Background: Mr. Klein has 20 plus years of experience in accounting, finance, management, strategic development and corporate operations. He has held positions as CFO, VP, Controller, Director of Operations and Finance/Accounting for several companies located within the Baltimore/Washington technology corridor. Often Mr. Klein has been the primary financial decision maker for these companies and has been directly responsible for many multi-million dollar projects. Mr. Klein is as comfortable in the boardroom as he is in the operations/plans room. Mr. Klein is a natural born leader and an insightful, strategic thinker. Construction, Real Estate Development/Property Management and Government Contracting: Mr. Klein’s construction experience encompasses positions as a Controller for a large subcontractor that performed work for the federal government and the White House, as a consultant that was directly responsible for growing the construction department for a large development and construction company, as a CFO and VP of Operations for a wiring company and various other consulting positions at residential and construction firms in the area. Working for several government contractors over the years, he has been responsible for FAR administration, the review of the GSA schedule, revenue recognition, project management, indirect rates, cost plus contracts, utilization and resource management, tax preparation, FAR purchasing processes, and has assisted such clients as the Department of Defense, FBI, IRS, Smithsonian Institute, Department of Transportation, INS, the National Park Service, OMB, and GSA. One of the largest government projects he was associated with as a Co-Project Manager on a $60,000,000 multi-year project for the Department of Defense and two of the largest general construction projects that he was associated with was a $100 million mixed use community in PG county, Maryland and a $500 million retirement community at Dallas, Texas. Finance/Strategic Development: In the finance arena, Mr. Klein has been the lead manager on several re-structured finance offerings, working within the Securities Exchange Commission’s rules for regulation D offerings, SB1s and SB2s and other private offering exemptions. He has personally placed million dollars in debt, borrowed capital, and grants into the Washington/Baltimore corridor. As a Director of Finance and as an analyst he was involved or managed several company buyouts and takeovers. He has extensive experience with strategic planning and organizational development of corporations in various stages of the corporate life cycle; i.e. development of business plans, corporate pro-formas and other business assessment tools. Education: - BS - Business Administration, University of Maryland - MBA - The University of Phoenix Memberships/Affiliations: - Association of Treasury Professionals - Construction Financial Management Association - Financial Executives Networking Group (FENG) - Ex Owner-Alliant Management Professionals - Ex Board Member-Evalid8 Corporation (Network Security) - Ex Finance Consultant-Capital Venture Group

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.

Marc Cote is certified FocalPoint business coach and area representative. As a business coach, he leverages the FocalPoint business principles, tools and his 30 years of leadership, operations and finance experience to help business owners and leaders realize their goals and exceed their expectations. As an area representative, he looks for those caring and experienced business professionals that could be great FocalPoint Business Coaches. He is the son of a second-generation business owner with a deep-seated passion for business and helping others succeed. He was also a co-founder of Accellient Partners LLC, a drug development consulting and biotech start up firm, Synchroneuron Inc., a venture-backed biotech and Ternus Pharma, Inc., a start-up pharma company. Marc was previously the COO of Aptuit Consulting’s global biotech practice where he was responsible for managing all operating, financial & business development activities. Prior to Aptuit, Marc was with Dunkin’ Brands and had vice president roles where he was alternately responsible for Accounting, Tax, Finance and Shared Service operations. Marc started his career in the Entrepreneurial Services Group at EY, he received a BS in Accountancy from Bentley College and earned his CPA certificate in MA where he was a licensed CPA for 17 years. Marc is a member of Boston Harbor Angels and Sky Ventures where he is an active investor. In addition, he is a Co-Chair of Mass Bio's Entrepreneur University. Marc splits his time between Duxbury, MA and Naples, FL.

Roy has four decades of corporate experience in the travel and tourism, direct marketing, publishing and transportation industries. He graduated from Montclair State University in 1974 and the Columbia Business School in 1977 with a concentration in finance. His business experience includes stints at Cunard Cruise Line, GATX, Quarto Publishing and Holsted Marketing. In addition to his CFO experience, Roy has been the general manager of a $100 million division and the senior vice-president of marketing planning. Born and raised in northern New Jersey, Roy now resides in Mt. Pleasant, a suburb of Charleston, S.C., where he provides fractional CFO services to local service companies. A FENG member since 1998, Roy recently assumed the chairmanship of the Charleston FENG chapter.

2018 Senior Financial Executive of the year - awarded by the CFO Council of Charleston, South Carolina - mid-size companies. Senior level financial professional/executive with over 32 years of experience, 25 years in various manufacturing industries. Effective problem-solver and researcher with exceptional verbal and written communication skills. Detail-oriented with strong analytical skills and an understanding of risks, controls, audit techniques and concepts. Ability to demonstrate leadership through deliberate actions that deliver results. Executive/Professional Persona; https://youtu.be/gGiajcJOR5w Career Highlights: - Key individual in the start-up of an Aerospace Composite manufacturing operation in Ladson, South Carolina. - Provided leadership, influence, and direction to implement the Epicor ERP system, establish documented business processes, train employees and establish the Finance and Accounting business practices and procedures at TIGHitco, Inc. - Ability to manage complex projects; managed the installation of major pieces of equipment (i.e., $1.6M autoclave, etc.). - Proven track record in coaching and mentoring to align the unlimited capabilities of human capital to yield results. - Experience in developing commercial lease contract and long term agreements.

TOM HALL ... Iron Crest Partners LLC (COOs ... CFOs WITHOUT BORDERS) is a business, finance, accounting, treasury, internal audit and financial reporting consortium of seasoned Subject Matter Expert (SME) executives. We served as a consultants and certified instructors in IFRS (International Financial Reporting Standards) for large and medium size Financial Services and Media Entities in New York since 2004. Tom is a Board Director and Managing Director for "IRON CREST PARTNERS" in New York City (with offices in London, Tokyo, Cincinnati and Charleston also); Our SMEs focus on Risk Management, Cyber-security, Internal Audit Outsourcing, Compliance and Modernization consulting. Tom is the CFO for PEPPER LLC, a CLOUD based technology for Alternative Asset Management, based at 48 Wall Street in New York City. He serves as a Board Advisor for "The Daily Shot BRIEF; a daily e-newsletter on Global Macro Events that has 30 thousand subscribers in 90 countries. He has 30+ years industry experience as a finance executive working with companies including World Gold Council, American Stock Transfer & Trust LLC, Marathon Petroleum Company, Marathon Oil Company, AIG, 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 Former Adjunct Assistant Professor at NEW YORK UNIVERSITY (NYU) specializing in IFRS and financial statement analysis instruction. He is a Member of The New York Audit Directors Roundtable of The Institute of Internal Auditors. Currently Chair of the FENG's New York and Tokyo Chapters and Co-Chair of the Risk Management SIG and Media SIG. Tom is a CGMA, CPA, MBA and IFRS Certified; and an alumnus of the University of Illinois, University of Toledo and Columbia University in New York. Tom Hall – CPA, CGMA, MBA, IFRS TomHall@IronCrestPartners.com www.IronCrestPartners.com p. 212.933.4944

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.

Steven P. Eschbach, CFA, is a valuation expert in mergers, acquisitions, investor relations, corporate communications and business development. He is the Principal & Founding Member of his independent consulting company, Eschbach & Associates, LLC, that includes his role as Managing Director of Atlanta-based Asbury Investor Relations; and President of Transworld Business Advisors of Naperville that focuses on mergers, acquisitions, franchise development and franchise sales. Steve is a frequent public speaker on many topics relating to networking and business development and since 1991 a published author in a number of media outlets. His most recent book, 'Link, Learn, Leverage: Why Networking is Your Greatest Asset" is available at www.linklearnleverage.com/get-the-book. For more information (and to connect with him), see https://www.linkedin.com/in/speschbach/.

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.

Jerry Scherer is President of JB Scherer Consulting Group LLC. He is a passionate advocate of the use of decision support tools to assist the C-Suite in gaining better insights and making more informed decisions. Jerry is a Value Added Reseller of the decision support tools of Palisade Company (www.palisade.com), including their flagship product, @RISK(TM), which enables Excel users to perform Monte Carlo Simulations. He also collaborates with Professor Emeritus Willard Zangwill, University of Chicago, Booth School of Business, who has developed Bayesian Inference software to dramatically improve management decision making. For more information about Jerry and to access articles that he has written, please visit his website at www.jbschererconsultinggroup.com. You may also communicate with him directly via e-mail at januerry@comcast.net.

A top-performing finance professional who has engaged successful performance-driven teams for high-level financial decisions and solutions. Recognized at Zurich Insurance on a high-profile M&A team for $2.4B acquisition of Kemper Financial serving as Cash Manager of 5 short-term portfolios totaling $125MM. Achieved financial management roles and responsibilities leading to Vice President of Finance at both privately-held (S-Corp., LLC, partnership) and public firms from Fortune 250 to small businesses of 20 employees. Proactive networker leading FENG Suburban since 2013. Equally comfortable as a senior level business contributor or member of a business team.

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.

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.

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.

Connie McCarty, CPA, is a principal with Rainwater Business Advisors LLC. She has over 20+ years of experience in Mergers and Acquisitions. She is a CPA and has a BBA in Accounting, BBA in Finance and a Masters in Taxation.

David has been a member of the FENG since 2010, was the founding Chairman of the Louisville Chapter and currently is a Co-Chair of the Greensboro, NC Chapter. He is a trade and bank credit professional. Currently, David is writing a book on Credit Management, “Protect Your Assets, Strategically Oriented, Metrics Centered Credit Management”.

Founder of PTCFO, Inc a former CFO turned Management Consultant and Succession Planning advisor to closely held, family owned businesses. Also, we help guide companies through the ESOP process.

Steven J. Elliott, MST, CPA is a Senior Tax Manager & Private Wealth Advisor with Asset Management Advisors, joining the firm during COVID19 in June 2020. Steve has over forty years of diversified public accounting experience, advising high net worth individuals, family businesses, trusts, estates, gift, not-for-profit, state and local as well as expatriate and acting as a Client advocate in regards to IRS notices and audits. Prior to AMA, he was Tax Director or Senior Tax Manager at a number of firms in Massachusetts, New York and the Houston, TX area, including Ernst & Young, UHY NY, UHY TX and Baker Tilly. Steve graduated magna cum laude from Bentley University (Boston) with a Master of Taxation (1992) degree as well as cum laude from Northeastern University (Boston) with a Bachelor of Business Administration, majoring in Accounting (1980). He also obtained Certificates from Bentley in both Advanced Taxation Topics (1997) and Personal Financial Planning (2003). He remains an long time Adjunct Professor for Master’s Programs for both Suffolk University (Boston) online as well as locally at Houston Baptist University. Steve has plans to become a Certified Financial Planner to expand his AMA experience and client serving abilities. Steve became a Certified Public Accountant in 1987 (Massachusetts) as well as meeting reciprocity requirements in 2007 (New York) and 2014 (Texas). He remains a current member of both the American Institute of CPA’s and Texas State Society of CPA’s and is also became a Texas Notary Public in 2017. He as been a long time member of FENG - The Financial Executive Networking Group, serving as Chairman of the Katy / Sugar Land (Houston area) Chapter since 2014. Steve serves on Boards for Christian ministries and has acted as a tax advisor for groups including Angel Gowns by Diane; Linked with Liam (Children’s Cancer) and STANO Foundation (Military). Steve is married and lives in the Houston, TX area with his wife, Margaret and their three high school aged daughters. You can reach me at: steveelliottcpa@gmail.com 516-510-1943

Andy Frew has significant experience providing comprehensive capabilities required for solving complex acquisition and valuation issues for closely-held and small public corporations. As President, Andy led the 3rd largest U.S. chapter (approximately 150 members) of a world-renowned and respected multi-discipline international organization. He is co-author of a published article concerning reviews of public company filings by the SEC’s Division of Corporation Finance for compliance with applicable business combination and valuation disclosure and accounting requirements. Andy is currently the Director of Valuation Services for a Houston, Texas based CPA firm.

Cindy W. Weaver, CPA has spent 29 years as a financial leader with broad experience in service, healthcare and small to mid-sized privately-owned companies. She has seasoned insight into team dynamics and identifying opportunities. Her new consulting company will allow her to better serve small businesses and the individuals and families that count on those businesses. Areas of expertise include: growth strategies and managing accounting teams, business valuations and internal audit support, special reporting, software upgrades and other accounting projects. She is comfortable on all QuickBooks platforms, desktop and cloud and can successfully navigate a PC or Mac infrastructure. After graduating from Houston Baptist University in 1990 with a Bachelor’s of Science in Accounting and English, she spent the next ten years gaining experience in various leadership roles that encouraged her to take that next step into public accounting. She attained her CPA Certification in September of 2002 and has worked with many of Houston’s leading accounting firms to support the various entrepreneurs she has been blessed to work with. In fact, nine of twelve of her previous employers were small family owned businesses led by very driven founders with proven successes over many years. Cindy also has deep roots in the volunteer community in Houston with 27 years serving Wings Over Houston and 26 years on various committees of the Houston Livestock Show and Rodeo. Her son is married and lives in Memphis with their two grandchildren, her daughter is a Varsity Cheerleader at Katy High School. Cindy has two grown “step” children that have blessed her with three more grandchildren. She enjoys traveling, cooking, and swimming.

Bryan has over 30 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. 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.

Bartho van Otterdyk is an accomplished finance and accounting practitioner with extensive multinational and multi-industry experience. His industry expertise includes Healthcare, Oil & Gas, Mining, Telecommunications, Manufacturing and Software development. These corporations have ranged in size from technology start-ups to Fortune global 500 companies. Bartho’s international experience includes financial management of operations in Australia, North America, South America, Asia and the European Union.

I am the CFO for a private-equity backed manufacturer of plastic injection molded products. I am a UK chartered accountant (PwC), having held various CFO/Corporate Controller roles in manufacturing/oilfield services companies. I specialize in process improvements.

Ms. Anna Reyes Agnew is an international finance and treasury executive with over 20 years of experience working in corporate and consulting roles for public and privately held companies in banking, air transportation, waste management, healthcare, retail, manufacturing, professional services and other industries. Anna’s career reflects a demonstrated track record of helping companies achieve greater profitability by identifying revenue enhancements and cost reduction opportunities, implementing technology initiatives, and developing strategic alliances in the United States and international markets. Anna is exceedingly well-qualified and meets the U.S. Securities and Exchange Commission (SEC) definition of financial expert to serve on audit committees. Anna advises companies in their development and implementation of corporate strategies, financial planning & analysis, cash flow forecasting, working capital optimization, bank credit facilities, corporate restructuring, and business process improvements through the use of technology. She brings deep governance experience through her service on corporate advisory committees. As a member of Embry-Riddle Aeronautical University’s Worldwide Industry Advisory Board, Anna provides guidance that impacts course content and programs at more than 135 worldwide campuses. Anna earned her Master of Business Administration in Aviation with Distinction from Embry-Riddle Aeronautical University and her Bachelor of Business Administration in Finance from Texas Christian University. She is a Certified Treasury Professional through the Association of Financial Professionals. Anna is fluent in English and Spanish.

Dave Bolton is becoming the Chair of the Indianapolis FENG in January 2020. He is the Director of Internal Audit for Calumet Specialty Products Partners LP (since May 2019). His previous experience includes 1 year as a Visiting Assistant Professor of Accounting (Purdue University Fort Wayne), 15+ years of Internal Audit, 5 years as an International Finance Director (Asia & Latin America) and 4 years implementing the finance portion of ERP systems. Dave lived in Fort Wayne for 15 years and moved to Indianapolis in 2019. He is originally from England and lived in Italy for 12 years. He has also spent significant time in China, Mexico and France. He speaks fluent Italian and French with passable Spanish. Dave has a BS in International Agriculture form Cornell University and an MBA in Accounting from Rutgers University. He is a CPA, CMA, PMP, CISA, CIA, CFE, and CCEP.

Shelley Murdock is currently Chief Accounting Officer at IDI Fabrication Inc. in Noblesville. Shelley has a varied background with the manufacturing experience spanning over 25 years and includes Remy International Inc., Deflecto, Inc., Klipsch Audio Technologies, Inc, Closure Systems International, and Harlan Bakeries, Inc. Shelley has a Bachelor’s of Science degree in Business Administration from The Ohio State University and maintains an active CPA. She has been a member of the FENG since 2008.

Principal Matt has over 25 years of senior management experience that spans secured lending, investment banking, and operating CFO and CEO roles. He began his career in commercial banking and asset-based lending, and left to become CFO of a bank client, a troubled $150mm food processor. After engineering a successful turnaround and sale of the business to a $6 billion global food processor, Matt was hired by Cybus Capital Markets, an investment bank. There, he did merger and acquisition, and corporate restructuring work for middle market companies in manufacturing, distribution, and financial service businesses nationwide, often in troubled situations. During his tenure, Matt successfully raised over $500 mm in debt and equity capital for privately-held, middle market businesses across a range of industries. He moved from the capital markets back into a variety of operating roles: turning around a medical equipment manufacturer; integrating the purchase of a California high-tech cardiac catheter manufacturing acquisition for its Dutch parent; recapitalizing a consortium of secured lenders out of one of the largest food processors in the Southeast; and turning around and recapitalizing a food processor owned by a private equity group. Matt served as interim CFO for a custom manufacturing operation, guiding the business through a turnaround, an ERP systems implementation, and preparation for sale to a strategic buyer. He has guided firms through the complexity of Chapter 11 and Chapter 7 bankruptcy proceedings, and has been recognized by the federal bankruptcy court as a qualified Financial Advisor and Chief Restructuring Officer. He has provided expert witness testimony in state court cases involving economic loss. Matt has performed capital raising or operational turnaround work across a range of industries including food processing, crop insurance, import-export brokers, plastics manufacturing, biotechnology research, medical device manufacturing, textile processing, durable goods manufacturing, building products, construction equipment, and ethanol. He serves as president of the North Florida Chapter of the Association for Corporate Growth and has served on the board of the Florida Turnaround Management Association. Matt holds a Master of Business Administration from the University of North Carolina at Chapel Hill and a Bachelor of Science in Economics from Duke University.

Mark provides financial consulting services, concentrating on business brokerage, valuation and financial strategy for small to mid size 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. Mark's expertise includes significant business valuation and project management expertise. His experience includes developing financial models to support the acquisition, financing, operation and disposition of tangible and intangible assets.

Mr. Gates is a fractional Chief Financial Officer for privately held consumer products companies. 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.

Mark provides financial consulting services, concentrating on business brokerage, valuation and financial strategy for small to mid size 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. Mark's expertise includes significant business valuation and project management expertise. His experience includes developing financial models to support the acquisition, financing, operation and disposition of tangible and intangible assets.

Mr. Gates is a fractional Chief Financial Officer for privately held consumer products companies. 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.

I have been a FENG member since 2008 , first in Atlanta and later in Reading, PA chapters. Over the years, I have found The FENG to be a great resource connecting me to many job opportunities including one CFO role that was the result of responding to a FENG Newsletter job lead. I moved to the Knoxville area in December of 2017 thinking about retirement. But quickly found myself networking and joining FEI through the FENG connection. Recruited through my Linkedin profile, I soon became the CFO of Master Service Companies which has as one of its values “One Community: An advocate for our community, returning the blessings we’ve been given.” A value I also share personally. Credentials include that of a CPA, CGMA, and various CFO roles in middle market companies in consumer goods, manufacturing and construction services.

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.

Lew Bader is a finance and operations professional with more than forty years’ experience in Fortune 500 companies. Lew joined Counseling in Schools in 2015 as Finance Director and is focused on improving business processes, policies, and technology across the organization to better serve the communities where CIS works. Prior to joining Counseling in Schools, Lew held various positions at Pearson, the world’s largest learning company, including SVP of North American Customer Service, SVP of Global Order-to-Cash and VP of North American Shared Services. Lew earned his BA and MS degrees from Queens College of the City University of New York and his MBA from St. John’s University. He is certified in Change Management, is a Six Sigma Black Belt and is CPA Qualified.

Bill Ferko, CPA, is a board member for Sypris Solutions (NASDAQ: SYPR) where he serves on the Nominating and Governance and Compensation Committees. Mr. Ferko is the Chairman for Dismas Charities. Mr. Ferko also serves as the Interim CFO for CRS Reprocessing and as a consultant for private equity firms. Mr. Ferko was appointed in May 2016 by the Governor of Kentucky to serve as a commissioner for the Kentucky Horse Park. Previously as a senior vice president at Republic Bank he led mergers and acquisitions and risk management activities from 2009 until 2014. Mr. Ferko was vice president and chief financial officer of Genlyte Group, Inc. (NASDAQ:GLYT) from 1998 until 2008. Genlyte was the largest North American manufacturer dedicated to lighting fixtures and controls for residential, commercial, and industrial markets. He oversaw the sale of Genlyte to a subsidiary of Koninklijke Philips Electronics N.V. for $2.8 billion and continued as CFO and led the integration process until January 2009. Genlyte was designated by Forbes Magazine five times as one of America's “400 Best Big Companies.” Genlyte was recognized by Business Week Magazine in 2002 as one of the Best 100 Hot Growth Companies. Genlyte’s sales were approximately $1.8 billion. The company had 6,500 employees located in North America, Europe, and Asia. As chief financial officer, Ferko helped direct Genlyte’s acquisitions of Thomas Lighting, Ledalite, Chloride Systems, Translite Sonoma, Shakespeare Composite Structures, JJI Lighting Group, USI Manufacturing, Vari-Lite, Strand, Carsonite, and Hanover Lantern – companies whose products filled various niches in the company’s markets. Prior to Genlyte, Mr. Ferko served in finance executive positions for Tenneco Inc. and its divisions including Tenneco Automotive, Tenneco Packaging (now PCA and Pactiv), and Case IH (now CNH). Mr. Ferko served as the CFO for Monroe Auto Equipment Co., and as the group controller for Tenneco Packaging’s primary mills, timberlands, and molded fibre divisions. Mr. Ferko also served as CFO and led the transition of a Goss Graphic Systems from being a Rockwell division to a stand alone LBO public debt company. Mr. Ferko is president of Financial Executives International Louisville FEI chapter. Mr. Ferko has served as member of the Sypris Solutions (NASDAQ:SYPR) board of directors since 2005. Sypris develops and produces encryption systems for defense agencies and manufactures truck components and high pressure enclosures. He is also chairman of the board for the Dismas Charities which operates 34 state and federal residential re-entry centers and support offices in 14 states serving as the primary re-entry point for nearly 7,000 offenders returning to society from state and federal prisons each year. A Wisconsin native, Mr. Ferko earned his MBA and BS in Business Management from the University of Wisconsin-Parkside and he received his CPA certificate from Illinois.

A top-performing finance professional who has engaged successful performance-driven teams for high-level financial decisions and solutions. Recognized at Zurich Insurance on a high-profile M&A team for $2.4B acquisition of Kemper Financial serving as Cash Manager of 5 short-term portfolios totaling $125MM. Achieved financial management roles and responsibilities leading to Vice President of Finance at both privately-held (S-Corp., LLC, partnership) and public firms from Fortune 250 to small businesses of 20 employees. Proactive networker leading FENG Suburban since 2013. Equally comfortable as a senior level business contributor or member of a business team.

Steven P. Eschbach, CFA, is a valuation expert in mergers, acquisitions, investor relations, corporate communications and business development. He is the Principal & Founding Member of his independent consulting company, Eschbach & Associates, LLC, that includes his role as Managing Director of Atlanta-based Asbury Investor Relations; and President of Transworld Business Advisors of Naperville that focuses on mergers, acquisitions, franchise development and franchise sales. Steve is a frequent public speaker on many topics relating to networking and business development and since 1991 a published author in a number of media outlets. His most recent book, 'Link, Learn, Leverage: Why Networking is Your Greatest Asset" is available at www.linklearnleverage.com/get-the-book. For more information (and to connect with him), see https://www.linkedin.com/in/speschbach/.

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.

Bob Brogden has worked in seven very diverse industries. He has been employed in organizations with sizes from a local, family-owned, 25 employee company to a Fortune 500 with over 40,000 employees worldwide. Bob is now retired and coaching people who are in career transition.

Joe Megie possesses more than 20 years of experience working in the financial services industry having served as a portfolio manager for companies in the Greater New York and Los Angeles areas, including BTQ Financial, Bank of America, GMHC Inc, Fortune Society, and UCLA Corporate Financial Services. With his extensive knowledge in launching entrepreneurial ventures, Joe established JM Consulting, LLC in 2010 with the intent to help small to midsize startups with business strategy in operations and accounting implementation. Joe has been active in a number of community-based engagements throughout his career and was appointed to Community Board Five by Manhattan Borough President Scott Stringer. Joe also volunteered and held leadership roles on the fundraising committees for COPE, Community Outreach Prevention and Education in Los Angeles and served on the Board of the UCLA Alumni Chapter of New York City chairing several committees including the Scholarship Fund for students from the Tri-State Area accepted to UCLA. Joe continues to serve in an advisory and consulting capacity for several companies.

Commercially astute finance executive, CFO / Director of Finance with 25+ years of experience in Financial management , M&A, IPO, capital structures, project management, growth strategies, optimization of portfolio/assets, planning and optimization of shareholder’s returns. Well versed with Private equity (PE), governance, stock exchange and securities commission compliance/reporting and with hand-on experience with investor relations (IR) and CSR. Career covers domestic and international operations with multinationals e.g. sub of BP and Coca Cola. Professionally, a CPA & Certified Director, ICD.D, with a B.Com Degree.

As a Career Management Coach, Job Search Strategist, and Network Development Coach, Mark’s primary goal is to assist individuals with making connections with ‘themselves’ and others to create their desired professional and personal success. Through Career Connection Partners launched in 2011, Mark incorporates his ability to open doors with senior executives and senior management of large businesses with his passion to help others pursue their professional passions. Whether as a Career Coach or Job Search and Network Development Strategist, Mark also brings to the table his personal experiences of five career shifts, the evolution of his own professional passion, and several years of effective networking locally, nationally, and internationally. Mark’s voluntary, professional experiences include Chairman of the Nashville Chapter of Financial Executives Networking Group (FENG); leadership in local, regional and national roles for Financial Executives International (FEI); alumni leadership roles for both graduate and undergraduate alma maters; and, career and networking assistance to a variety of individuals ranging in experience from recent MBA graduates to seasoned professionals. He is also a member of Tennessee Society of CPAs, Institute of Management Accountants, American Institute of CPAs, and International Coaches Federation. Because of his focused networking efforts since 2004, Mark’s professional network has grown substantially in the quantity of connections, the functional disciplines and geographical reach represented, and the levels of executive leadership of his contacts. Mark’s career path has included business development and accounting and financial management. He retired from his accounting career in mid-2018 after a three-year stint in the outsourced accounting services arena, leading groups in two local public accounting firms. Prior to the return to the public accounting world, he served as Chief Financial Officer at Littlejohn Engineering Associates, Inc., in Nashville, Tennessee, where he led the accounting, finance, and human resources functions of the firm. As Client Service Director of the Nashville Office of Resources Global Professionals from January 2008 to April 2011, Mark was responsible for the development of new business, the management of existing clients, engagements and consultants, for all service lines in the Tennessee market. He is a Certified Public Accountant and Chartered Global Management Accountant with over 35 years of accounting and financial management experience, including earlier experiences of 11 years in public accounting in both auditing and tax roles, and 15 years in a Controller role for a regional engineering & architectural firm. Mark has also had Adjunct Faculty appointments with Lipscomb University and Trevecca Nazarene University. Currently, he is training to become a certified instructor in the Dale Carnegie organization. His strategy building capabilities and creative problem solving skills are backed by an MBA from Vanderbilt University’s Owen Graduate School of Management.

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.

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.

Bob is a pioneer in Machine Learning with over 30 years experience in corporate accounting data analysis and one of the earliest patents in text pattern recognition. Bob is CEO of AI/ML fintech startup Otos inc. Otos is dedicated to supporting people in making better financial decisions in real time.

GLOBAL CFO: Strategic and performance focused executive with energetic leadership in the Americas, Asia, and Europe. Expert in leveraging global resources, capabilities, and relationships to increase revenue, cash flow, and profits. Motivational leader known for clearly defining mission and goals, aligning people and resources, and consistently delivering results that exceed expectations. - Acquisitions $7+billion, completed 20+ acquisitions, prepared organizations for public offerings - Capital raise, $100 million in SAFEs (Simplified Agreement Future Equity), $225 million senior secured notes - Process improvements, demonstrated $250+ million in cost savings, lean manufacturing, supply chain focus - Predictive analytics, developed accurate models, automatic analysis, data driven decisions, results published - Global tested, world-wide responsibility, thick passport, lived and worked in the USA, Japan, and Singapore MEARS TRANSPORTATION (private company, partnerships with Walt Disney World, Universal Studios, Uber Technologies) www.MearsTransportation.com Chief Financial Officer LUMINAR TECHNOLOGIES (autonomous vehicle and logistics start-up) www.luminartech.com Executive Vice President of Finance, Accounting, Planning, and Strategy, EFA, LLC ($300+ million, higher education) www.fullsail.edu www.lafilm.edu www.rmcad.edu Executive Vice President of Finance (Global CFO function) GIBSON GUITAR CORPORATION www.gibson.com www.onkyo.com www.teac.co.jp www.stantondj.com Chief Accounting Officer THOMSON REUTERS Divisional Chief Financial Officer NISSAN MOTOR COMPANY, LTD Global General Manager, Corporate Finance THE MCGRAW-HILL COMPANIES (Standard & Poor’s, McGraw-Hill Education, Business Week) Senior Director Finance, Accounting, and Systems THE DUN & BRADSTREET CORPORATION PRICEWATERHOUSECOOPERS LLP

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).

Mark R. Johnson, MBA, brings more than 39 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 nine 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.

Ed was most recently Managing Director and Executive Manager for Financial Planning and Analysis for BNY Mellon. He spent over 21 years there, and is currently in transition looking for his next opportunity. Ed's most recent responsibilities were Global Process Owner for FPA where he was responsible for continuous process improvement and key Finance lead on many Finance automation and standardization projects and initiatives. Previous to this assignment, Ed was Managing Director and Manager for Planning Analytics where he was primarily responsible for the annual budget and quarterly forecast process for BNY Mellon. Previously to this role he was Global Controller/CFO for General Services and Corporate Real Estate. Ed joined the predecessor of BNY Mellon, Mellon Financial, in 1996 as Controller for Mellon Leasing Corporation. Ed has a MBA from Duquesne University and his bachelors degree from Robert Morris University, both in Pittsburgh, PA. He is active in the community as vice chairman of the Shaler Township Civil Service Commission as well as captain of an adult league ice hockey team. He is also a certified open water scuba instructor for both PADI and SSI and has held adjunct faculty positions at DeVry University and Keller Graduate School of Management. Ed and his wife Betty live in the North Hills area of Pittsburgh. They have two grown daughters - Stephanie (Jason) and Sarah as well Alexander their 2 year old grandson.

With 30 years of overall experience, Ralph is an insightful business leader who has served in executive-level finance and sales operations roles for the past 15 years. Considered a true "partner" and "business advisor", Ralph combines strong financial acumen with a deep understanding of the operational cadence of a business. As a change-agent, Ralph has guided organizations through acquisitions, mergers, integrations, restructurings, divestments and an IPO in London, during times of substantial growth and expansion as well as during severe economic headwinds. With an international background comprised of working in six countries and speaking four languages, he is comfortable guiding multi-cultural teams and initiatives. Ralph's industry experience extends to pharmaceutical, medical device, internet, B2B and B2C technology and HR services. He has a foundation in public accounting having worked for Coopers and Lybrand and PricewaterhouseCoopers in both the UK and the US, obtaining his Chartered Accountant qualification while in the UK. Ralph is currently a partner with B2B CFO®, the largest CFO and Exit Transition Services company in the nation, with more than 225 partners in 46 states.

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 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. He has redirected his life to suspense writing with his award winning “World War One Intrigue” trilogy. The change has allowed him to interweave three of his long-time passions: history, literature, and his German-American roots. Over Here, the first novel is set in 1915-1916 and dramatizes the little known but extensive German sabotage campaign in New York. The sequel, So Beware, is set in 1919, portrays the events and turmoil of the climatic Paris Peace talks and German revolutions. He is working on his third book, Send the Word (scheduled for publication in 2019), set in 1918 which will focus on the U.S. military experience in the Great War and the U.S. home front. His books are character-driven, page-turning thrillers, grounded in exacting research. Both Over Here and So Beware have won a silver award from the Florida Authors and Publishers Association (FAPA), and So Beware was a finalist in the Book Excellence Awards competition.

A combat veteran who works diligently to provide valuable professional services in all aspects of C-suite needs for small to mid-sized businesses through Bachman & Associates. Turning Challenges into Success

Michael brings more than 25 years of C-level experience in finance, business development and operations. He has a proven track record of delivering increased revenue and gross profit as well as factory product introduction for start-ups. He has a broad-based experience in manufacturing, medical, software, technology, nonprofit, service and retail. During this time, he lived and worked in the US, Canada and Australia with extended projects in the UK and South Korea. Prior to joining The CFO Center, Michael spent the majority of his career primarily in start-ups and small to medium enterprises. Michael earned a CMA certification from the British Columbia, Canada Society of Management Accountants.

Greg Smith began his career at General Mills in Minneapolis and New York City. He has forty plus years broad based financial, operating and consulting experience in diverse industries: consumer products distribution, manufacturing, construction and regulated utilities. 1. Consumer products: food, toys, dietary supplements, household decorative products and needlecraft with extensive experience selling to Walmart and other big box retailers. Some of these companies were turnaround situations of extremely troubled companies. 2. Manufactured products: pneumatics hoses, folding box printer and textile printing. 3. Construction companies: builder of wastewater plants and a national solar EPC contractor. 4. Regulated utilities: electricity and water. Recently he retired as CFO of the solar company that he helped grow from a $3 M struggling company with 12 employees to the 10th largest residential solar company in the US with operations in 6 states and 350 employees. Their commercial division is primary solar installer for 2 large self-storage companies with installations in 14 states. Greg received BA Accounting & Master of Accountancy from Brigham Young University in 1977. He has been a member of The FENG since 2001 and is an avid supporter of making friends through networking.

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.

After contributing to the growth and success of middle-market and community banks over the past 19 years, I am actively seeking new opportunities as I begin the next chapter of my professional career. I am a seasoned commercial banker experienced in providing commercial credit and treasury products to O&G, C&I and CRE clients; with a proven track record of developing and servicing high quality portfolios in multiple Texas markets. I have in-depth experience in formal credit underwriting and interacting with CPAs and CFOs to analyze the financial performance of my clients. In addition, I have exceptional business development, communication, and leadership skills; with the ability to convey information to key management personnel efficiently. I have developed a solid foundation in the principals of accounting and finance through my undergraduate studies and tenure in commercial banking. I am eager to gain a deeper and more diverse understanding of these principals and have elected to pursue my MBA in Accounting with a Texas A&M affiliated university as well as the CMA Certification. Through the accelerated graduate program, I am scheduled to complete my MBA by August 2021 and my CMA Certification by December 2021. I am committed to high ethical standards with a proven track record of focusing on company values and objectives to directly impact the successful growth of my former employers. I am excited to begin the next chapter in my finance career with and I am confident that my qualifications will make me a valuable contributor to my future employer.

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.

Paul has over 30 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. Throughout his work history he has developed and implemented effective operational and financial reporting that has led to significantly better financial results and operational insights. In addition he has improved operational execution utilizing lean techniques, integrating appropriate new technologies, and developing team members into effective, action-oriented leaders. He was formerly addicted to Microsoft Excel but has now switched to Power Bi.

Founder of PTCFO, Inc a former CFO turned Management Consultant and Succession Planning advisor to closely held, family owned businesses. Also, we help guide companies through the ESOP process.

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 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.

CFO Accuform Manufacturing

Controller, Rhein Medical

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 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 currently serves as Senior Advisor – 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, Nestle’s/Dreyer’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 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.

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

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).