Special Interest Groups

JD Morris focuses is serving on the board of advisors and board of directors of private and publicly traded companies. He co-invest with friends & family in moonshot to EBITDA deals. JD Morris formed Red Hook Capital as a spin-off from a group of family offices that have been co-investing for more than 50 years. He has been a speaker at various industry forums, has been quoted in numerous leading publications, such as the Wall Street Journal, He has made several appearances on Bloomberg, CNET, CNBC, ESPN, WSJ, and other media sources (with more than 500 hours on Bloomberg). JD worked through college with family offices starting in the development office of Hampden-Sydney College in Virginia. He is an Omega Rho student from The George Washington University in Washington, D.C. where he focused on debt to equity tools to help plan growth for companies.

During his corporate career, Robert Shultz had a successful 30-year track record in a variety of industries within large and multi-national organizations. As Vice President of Corporate Credit and Customer Finance for Sony Pictures Entertainment, Robert established the Corporate Credit and Customer Finance function for global operations. Sales to 64 countries exceeded $5B. The focus was on restructuring the organization, streamlining and automating quote to cash processes and implementation of major systems improvements. In 2001 Robert became and remains, a Founding Partner of Quote to Cash Solutions (Q2C) LLC, a consulting firm focusing on the quote to cash cycle, management coaching, training, and expert witness activities. Through process streamlining, organization integration and automation Q2C helps companies improve cash performance and manage accounts receivable risk. Robert has successfully provided clients with consulting and training services. Clients include small, midsize and Fortune 500 companies in the entertainment, high tech, internet advertising, consumer electronics and spirits industries in the U.S., Europe and Latin America. He has assisted clients in determining how best to organize their order to cash operations, leverage outsource options and implementing systems solutions to automate manual efforts. His focus has been to increase profitable revenue opportunities and implement efficiencies at lower operating costs. Robert also partners with the Credit Management Association to produce and distribute the AnscersX (anscers.com) multi-bureau trade credit report. This provides extensive data from which most credit decisions can be made. AnscersX delivers data from Dun and Bradstreet, Experian and Equifax in one consolidated report. Access is over the web and no contract or minimums are required. In addition to the above he is the Managing Partner in Cutting Edge Business Resources & Solutions. (CEBRS) This is a marketing representative firm having relationships with a variety of vetted service and software providers, each of which addresses a common need of businesses of any size or industry. Robert served on the Board of Directors of the Credit Management Association (CMA)for over 13 years and was the Chairman of the Board after heading up the CMA's Strategic Planning effort. For his work with the CMA he was named CMA's Credit Executive of the Year in recognition of his contribution to the Credit Profession. He now serves on the Board as a Special Advisor. He also serves as the Chairman of FENG’s Credit and Working Capital Management SIG, on the UCLA Extension Program Advisory Board for the Credit Analysis and Management Certificate and was a participant in the UCLA strategic plan development process that led to a number of improvements in this program involving over 90,000 students. Robert is an Instructor for UCLA Extension’s Credit Analysis class. He is also is a member of Advisory Boards for Los Angeles City College Business School and the Credit Today Newsletter Robert has published numerous articles, and regularly speaks on cash cycle management topics.

Philippe has more than 20 years of project and corporate finance experience in the emerging markets of Russia and Central Europe. Joining the European Bank for Reconstruction and Development (EBRD) in 1993, he participated in the Russian Mass Privatisation Programme and developped private equity funds investing in newly privatised companies in the regions of Russia. In the course of his career at EBRD, his responsibilities encompassed project finance, managing the debt and private equity portfolio of EBRD in Central Europe (€1.2bn), handling equity exits and special situations, being Non-Executive Director on the boards of 5 companies (including a publicly listed one). He left EBRD in 2011 to become the Deputy CFO of Vimetco, the Russian metals and commodities group, as Head of Corporate and Project Finance. He left Vimetco in 2013 and is looking to support Eastern European companies in their international expansion. Philippe started his career in the internal audit and corporate planning departments of industrial companies DMC and Pechiney, then with Rothschild Bank where he carried out privatisation and M&A assignments in Western Europe and Hungary. Philippe graduated in finance from HEC Paris, the French leading business school. He speaks English, French, German, Russian and Polish.

Working with leaders who want to uncover their blind spots so that they can make the best decisions© Author of Million Dollar Spots:20/20 Vision for Financial Excellence and Stick Out Your Balance Sheet and Cough: Best Practices for Long-Term Business Health. Founder FiscalDoctor. Enterprise Risk Management (ERM) expert & speaker. KPMG CPA / Stanford MBA in Operations, Finance and Marketing. Worked in all major technology sectors and manufacturing, service, and distribution helping over 200 companies. Geographic background before coming to Atlanta includes the Northeast, Southeast, England, and Southwest. Although usually CFO, has held all functional titles, including COO, CTO, CEO, CCO, Head of Sales and President. http://www.FiscalDoctor.com P.S. See and hear the Fiscal Doctor now! http://tinyurl.com/ku2bh7

Michael Samach, CPA, CITP Management Consulting – Enterprise Risk Services Michael has 30 years’ experience in corporate accounting and finance, public accounting, systems consulting and risk management consulting. He currently assists clients with a wide array of project management, as well as risk management services centered around operational, financial and technology controls. He specializes in serving public sector clients including governmental and higher education, and has significant experience in healthcare, employee benefits and insurance industries. Michael develops customized control reviews, controls assessments, reviews of user security and operational conflicts, security plan reviews, and has guided internal control design and implementation of Enterprise Resource Planning (ERP) financial and supply chain systems. In addition he has also performed pre-transaction reviews of companies on behalf of investors or key lenders.

Andrew was hired by in November 2015 to head the insurance ratings team at Kroll Bond Rating Agency (KBRA). The team issued its first insurance financial strength rating (IFSR) in October 2016 and currently has IFSRs published on over 60 insurance companies. KBRA is the world’s largest post-financial crisis rating agency with offices in New York, Pennsylvania, Maryland and Dublin, Ireland. KBRA won the 2019 Rating Agency of the Year Award from Reactions Magazine. Before coming to KBRA, Andrew worked for A.M. Best for over 15 years in the Life/Health Ratings Division. At A.M. Best, he managed several analytical teams that provided rating coverage for diverse groups of domestic life/health insurers. Additionally, Andrew authored and oversaw the writing of research articulating A.M. Best’s credit opinion of life/health insurers as well as the rating agency’s position on industry issues. He often advised his peers on technical issues related to debt securities, rating tools and the rating process. For several years, Andrew was a standing member and co-chair of the Life/Health rating committee.

Steve Cantor is currently director of investor relations for Entegris, Inc., a Minnesota-based supplier of components and systems to the semiconductor and microelectronics industry. In August 2005, Entegris merged with Mykrolis Corporation to create a combined entity with 2,800 employees worldwide and annualized sales of approximately $600 million. Prior to the merger, Steve served as director of investor relations and corporate communications for Mykrolis, joining the company in 2002. Before joining Mykrolis, he was director of investor relations for Acterna Corporation, a leading provider of communications test and management solutions. During his 13-year career at Acterna, Steve led the company’s successful defense in a proxy fight and was instrumental in developing investor communications related to a leveraged buy-out of the company. In addition to his role in investor relations, he also performed various treasury and finance functions. Steve began his career in 1986 with Analog Devices, a leading maker of specialized semiconductor devices. Steve received a bachelor’s degree in journalism from Syracuse University in 1982 and earned an MBA from the Stern School of Business at New York University in 1986.

After graduating from NYU-Stern with an MBA in finance I spent 10 years at CBS Sports before moving to Time Inc (recently acquired by Meredith Corp) in 2008 where I currently work. My focus is in the FP&A area.

Tim is a graduate of Babson College with a BS of BA in Finance and a MBA in management. Tim began his career in manufacturing cost accounting and worked his way through Publishing , Direct Marketing and Consulting organizations as the Controller or Business Manager. After a layoff from Readers Digest Tim began consulting directly and eventually became a full time associate with The A Team. During his tenure with the A Team Tim began working in the not-for-profit arena and identified the industry as one he had a great fit with. For the past Ten years Tim has been the Controller of the Brennan Center for Justice where he managed all Accounting Finance, budgeting and all presentations to outside funders. Tim has been a member of the FENG since 2001 and can help folks with all aspects of the job search, networking, resumes and elevators pitches. Tim lives in Bergan county.

Paul Konigstein helps nonprofits master finance and accounting. He specializes in making financial concepts understandable to non-financial nonprofit leaders to enable the strategic use of finance to achieve organizational goals. Paul has twenty five years experience as a controller and Chief Financial Officer at arts, culture, education, and international development not for profits including the Metropolitan Opera, the New York Hall of Science, Helen Keller International, ArtsConnection, and the American Montessori Society. He is currently CFO of Marks Jewish Community House in Brooklyn. Paul is also chair of a networking group for nonprofit CFOs and controllers . He holds an MBA in finance from New York University and a BS in marketing from the Wharton School of the University of Pennsylvania.

Adaeze Nwachuku is Vice President, Internal Audit Services at CIT Bank N.A. Before joining CIT, Adaeze was a Principal/Consultant at consulting firms, where she partnered with C-Level clients in regulated industries, helping transform their business processes. Earlier in her career, Adaeze worked in the Bio-Pharma industry in multiple roles, including serving as a leader in Finance, Legal Compliance, Marketing & Sales Services, Corporate Audit and Business Process Improvement. Her experience has included work at Roche, Pfizer, Johnson & Johnson, Private Equity held pharma companies and Start-ups. Adaeze served as a member of the Board of Directors of a publicly traded Biotech company, Cryo-Cell (CCEL), as Chair of the Governance Committee and member of the Audit Committee. She earned a Bachelor of Business Administration from NYU Stern School of Business and an MBA from Rutgers Business School. She is licensed as a Certified Public Accountant (CPA) in the State of New Jersey, holds a Certified Global Management Accountant (CGMA) designation, and is a Certified Information Systems Auditor (CISA). Adaeze is passionate about STEM education, financial literacy, building a pipeline of future leaders and philanthropy.

Puneet Sapra is a healthcare industry CFO leader with experience growing private and public companies in health technology, medical devices and technology-enabled services. Most recently, Puneet was CFO of Halma plc's (LON: HLMA) Medical & Environmental Sectors, comprising $1 billion Revenue and 3,000 employees across USA, EU, UK, China and Brazil. Prior to Halma, Puneet was CFO of MediMedia USA a portfolio company of Vestar Capital Partners ($8 billion under management), which was acquired by Merck & Co. in 2017. Puneet previously held senior management, business development and strategic marketing positions at Pfizer, Johnson & Johnson, and J.P. Morgan. He is a graduate of Duke University and Harvard Business School, and lives in New York City.

Libby is a commercial real estate investments professional and managing director who advises and negotiates on behalf of investors/buyers and owners/sellers of commercial real estate throughout the Houston Texas region, and is the Principal of Cadillo Companies, LLC., a CRE brokerage and Consulting Advisory firm. Libby relocated to Houston Texas from Orange County California to participate in the massive growth throughout the region in commercial real estate development, acquisitions, and dispositions. Libby earned her MBA from University of California – Irvine with a self-directed focus on Commercial Real Estate (CRE) investments & finance. Prior to earning her MBA, she worked in the financial markets with a concentration on Advisory of publicly traded investment vehicles & planning, research, and conducting educational investments seminars starting in 2002. She concentrated on CRE investments since 2009. In years prior to 2002, Libby worked in CPG Marketing & International Business, Accounting, Finance & Sales Tax reporting, and traveled extensively. She has earned securities licenses, and real estate licenses in California and Texas. She has been active with ICSC and The FENG since 2004 while volunteering and mentoring at YMCA-OC, Girls, Inc.-OC, and ICSC Emerging Markets.

Vince is a community banker, commercial lender, and champion of small business. He has been in the banking industry since 1990 serving in management, business development, and credit capacities over that time. He has experience working for a smaller institution with assets of $150 million, a larger money-center institution with assets of $350 million, and a few other banks in-between. From 2003 to 2011, Vince managed the small business lending unit for a local $3 billion dollar institution servicing an SBA portfolio of over $200 million. Currently Vince is a senior business banking relationship manager primarily covering the north Houston region at Amegy Bank, a Texas community bank and part of Zions Bancorporation with assets of over $65 billion. Vince is a graduate of The University of Texas at Austin with a BBA in Finance and a graduate of the University of Houston with an MBA. He continues to serve on various boards of industry associations and non-profits. Vince is married to his wife of 24 years, has two children, and lives in The Woodlands. Vince is a huge sports fan, avid snow skier, and committed to his Christian faith.

Peter Mintz, Founder and President of Fleetwood Research, has two decades of experience in equity analysis. His expertise includes analysis of small and mid-cap companies and producing research reports, business plans, due diligence reports, industry white papers, valuations and other investment related documents. He teaches Financial Statement Analysis at The New School in New York and holds an MBA from the Zicklin School of Business.

James Haller is the Founder & CEO of Abacus Analytics LLC a professional services firm. We partner with business owners, delivering market-based solutions that is focused on their agenda, together we move the company forward and achieve profitability! Service offering includes outsourced accounting, consulting, and data analytics. We believe every business owner can be successful by focusing on their core competencies. Then by allowing outside experts in accounting, consulting, or data analytics to focus on the back office, we grow with you. Technical experience • 35+ years of experience in managing multi-level organizations, public, private, and family owned • Cost & financial management, budgeting, analysis, performance management, strategic planning, and operational improvements • Industry experience includes Transportation & Logistics, Consulting, Finance, Printing, and the Retail sectors Education and professional involvement • Master of Business Administration, Ohio University • Bachelor of Science Business Administration, The Ohio State University • Active member and Chair of the FENG Transportation & Distribution Special Industry Group • Active member of the Georgia Motor Trucking Association • Past Executive Committee Member of the Georgia Logistics Summit

Bruce has acquired over 20 years of corporate and banking experience in all aspects of treasury and financial management by successfully tackling major assignments in such areas as treasury operations, cash management, strategic planning, credit, systems enhancements as well as operating and capital budgets. In his current role as a Managing Director for The Financial Executives Consulting Group and as a former VP, relationship manager at Bankers Trust and Director of Cash Management and Working Capital at Ogden Corporation he has advised many Fortune 500 companies on methods to enhance treasury performance. He has an Industrial Engineering degree from Lehigh University, a MBA in Finance from the Stern School of Business and is certified as a Corporate Treasury Professional (CTP) by the Association for Financial Professionals (AFP).