The Financial Executives Networking Group
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The Financial Executives Networking Group Employees
Employee
Years
Job
Industry
David Phoebus David Phoebus's The Financial Executives Networking Group Experience January 2003 - Present
Job Executive Recruiter at Vaco Financial {dphoebus@VACO.com or 317.712.3047}
Industry Management Consulting
Experience
VACO Financial July 2014 - Present
The Financial Executives Networking Group January 2003 - Present
Association for Corporate Growth (ACG) January 2011 - Present
Vaco Resources June 2013 - July 2014
CliftonLarsonAllen April 2011 - June 2013
Resources Global Professionals March 2001 - April 2011
Keller Graduate School of Management January 2003 - October 2010
TBA Entertainment April 1999 - March 2001
NOVELTY August 1998 - April 1999
CONAGRA FOODS April 1997 - August 1998
Skills
Financial Analysis, Forecasting, Financial Modeling, Management Consulting, Coaching, Customer Relations, Financial Planning, Budgeting, Business Planning, Business Strategy, Strategic Planning, New Business Development, Account Management, Business Development, Solution Selling, Sales, Solutions Marketing, Direct Sales, Leadership, Leadership Development, Professional Services, Training, Strategic Partnerships
Education
Lake Forest Graduate School of Management 1995 — 1998
MBA
Indiana University - Kelley School of Business 1982 — 1986
BS
VACO Financial July 2014 - Present
The Financial Executives Networking Group January 2003 - Present
Association for Corporate Growth (ACG) January 2011 - Present
Vaco Resources June 2013 - July 2014
CliftonLarsonAllen April 2011 - June 2013
Resources Global Professionals March 2001 - April 2011
Keller Graduate School of Management January 2003 - October 2010
TBA Entertainment April 1999 - March 2001
NOVELTY August 1998 - April 1999
CONAGRA FOODS April 1997 - August 1998
Skills
Financial Analysis, Forecasting, Financial Modeling, Management Consulting, Coaching, Customer Relations, Financial Planning, Budgeting, Business Planning, Business Strategy, Strategic Planning, New Business Development, Account Management, Business Development, Solution Selling, Sales, Solutions Marketing, Direct Sales, Leadership, Leadership Development, Professional Services, Training, Strategic Partnerships
Education
Lake Forest Graduate School of Management 1995 — 1998
MBA
Indiana University - Kelley School of Business 1982 — 1986
BS
Jack Henrie Jack Henrie's The Financial Executives Networking Group Experience 1999 - Present
Job Driver of profitable business growth
Industry Executive Office
Experience
Executive Resources for Great Outcomes, LLC September 1993 - Present
The Financial Executives Networking Group 1999 - Present
CT TyMetrix August 2003 - 2006
TyMetrix, Inc. 2001 - 2006
Omniglow Corporation May 1997 - 1999
Northeast Research Institute, Inc. July 1989 - September 1993
The Robert Baker Companies May 1986 - June 1989
Northeast Utilities April 1980 - May 1986
KPMG 1979 - 1980
Arthur Young, now EY February 1977 - April 1979
Skills
Mergers & Acquisitions, Entrepreneurship, Executive Management, Strategy, Cash Flow, Leadership, Business Strategy, Business Development, Start-ups, Financial Audits, SaaS, CPA, Team Building, Financial Analysis, Due Diligence, Accounting, Integrity, Strategic Alliances, Technology Transfer, Restructuring, Private Equity, Banking, Management Consulting, Business Planning, Business Transformation, Building Relationships, Strategic Consulting, Organic Growth..., Innovation, Technology, Corporate Finance, Strategic Financial..., Managerial Finance, Investor Relations, Financial Modeling, Business Process..., Financial Services, Risk Management, Tax, Builds Strong Teams, Strategic Planner and..., Maximizes Stakeholder..., Grows Businesses..., Project /Operations..., International Sales and..., Mentoring, Capitalizes on..., Technology Transfers, Debt and Equity..., Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1973 — 1975
MBA, Accounting/Finance, 3.6 (Accounting-finance); 3.5 over-all
University of Rochester 1969 — 1973
BA, English, 3.4
East Rochester High School
East Rochester High School
Executive Resources for Great Outcomes, LLC September 1993 - Present
The Financial Executives Networking Group 1999 - Present
CT TyMetrix August 2003 - 2006
TyMetrix, Inc. 2001 - 2006
Omniglow Corporation May 1997 - 1999
Northeast Research Institute, Inc. July 1989 - September 1993
The Robert Baker Companies May 1986 - June 1989
Northeast Utilities April 1980 - May 1986
KPMG 1979 - 1980
Arthur Young, now EY February 1977 - April 1979
Skills
Mergers & Acquisitions, Entrepreneurship, Executive Management, Strategy, Cash Flow, Leadership, Business Strategy, Business Development, Start-ups, Financial Audits, SaaS, CPA, Team Building, Financial Analysis, Due Diligence, Accounting, Integrity, Strategic Alliances, Technology Transfer, Restructuring, Private Equity, Banking, Management Consulting, Business Planning, Business Transformation, Building Relationships, Strategic Consulting, Organic Growth..., Innovation, Technology, Corporate Finance, Strategic Financial..., Managerial Finance, Investor Relations, Financial Modeling, Business Process..., Financial Services, Risk Management, Tax, Builds Strong Teams, Strategic Planner and..., Maximizes Stakeholder..., Grows Businesses..., Project /Operations..., International Sales and..., Mentoring, Capitalizes on..., Technology Transfers, Debt and Equity..., Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1973 — 1975
MBA, Accounting/Finance, 3.6 (Accounting-finance); 3.5 over-all
University of Rochester 1969 — 1973
BA, English, 3.4
East Rochester High School
East Rochester High School
James Morgan Howell James Morgan Howell's The Financial Executives Networking Group Experience 2013 - 2014
Job Controller & Supply Chain Leader
Industry Automotive
Experience
Manufacturing Accounting 2014 - Present
The Financial Executives Networking Group 2013 - 2014
The Hershey Company 2012 - 2013
The Hershey Company 2001 - 2012
The Hershey Company 1997 - 2000
Leaf Incorporated, a division of Huhtamaki Oyj - Espoo Finland 1994 - 1996
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Forecasting, Management, SAP, Accounting, ERP, Financial Analysis, Supply Chain, Manufacturing
Education
Vanderbilt University 2011 — 2012
Certificate of Leadership Excellence
Christian Brothers University 1994 — 1997
Master of Business Administration (MBA), Finance
The University of Memphis 1979 — 1985
Bachelor's degree, Manufacturing Engineering, Summa cum laude
Manufacturing Accounting 2014 - Present
The Financial Executives Networking Group 2013 - 2014
The Hershey Company 2012 - 2013
The Hershey Company 2001 - 2012
The Hershey Company 1997 - 2000
Leaf Incorporated, a division of Huhtamaki Oyj - Espoo Finland 1994 - 1996
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Forecasting, Management, SAP, Accounting, ERP, Financial Analysis, Supply Chain, Manufacturing
Education
Vanderbilt University 2011 — 2012
Certificate of Leadership Excellence
Christian Brothers University 1994 — 1997
Master of Business Administration (MBA), Finance
The University of Memphis 1979 — 1985
Bachelor's degree, Manufacturing Engineering, Summa cum laude
Andrew Jowett Andrew Jowett's The Financial Executives Networking Group Experience October 2012 - Present
Job Servant Leader Financial Executive
Industry Oil & Energy
Experience
Self Employed August 2015 - Present
The Financial Executives Networking Group October 2012 - Present
Greene's Energy Group May 2012 - June 2015
Intertek April 2011 - April 2012
MMI Products 2009 - April 2011
Flotek Industries Inc 2006 - 2009
Thermo Fisher Scientific 2003 - 2005
ABB Vetco Gray 2002 - 2003
Kvaerner Oilfield Products Inc 1997 - 2002
Kvaerner Metals 1994 - 1997
Skills
Process Improvement, Shared Services, Auditing, IFRS, General Ledger, Internal Controls, Sarbanes-Oxley Act, US GAAP, Acquisition Integration, Financial Analysis, Purchase Price..., Microsoft Dynamics ERP, Accounting, ERP, Consolidation, Cash Management, Forecasting, Due Diligence, Mergers & Acquisitions, Cost Accounting, Cash Flow Forecasting, GAAP, Financial Reporting, Sarbanes-Oxley, Revenue Recognition, Business Process..., Restructuring, Hyperion Enterprise, Continuous Improvement, Outsourcing
Education
University of Durham 1983 — 1986
Bachelor of Science (BSc), Geography
Self Employed August 2015 - Present
The Financial Executives Networking Group October 2012 - Present
Greene's Energy Group May 2012 - June 2015
Intertek April 2011 - April 2012
MMI Products 2009 - April 2011
Flotek Industries Inc 2006 - 2009
Thermo Fisher Scientific 2003 - 2005
ABB Vetco Gray 2002 - 2003
Kvaerner Oilfield Products Inc 1997 - 2002
Kvaerner Metals 1994 - 1997
Skills
Process Improvement, Shared Services, Auditing, IFRS, General Ledger, Internal Controls, Sarbanes-Oxley Act, US GAAP, Acquisition Integration, Financial Analysis, Purchase Price..., Microsoft Dynamics ERP, Accounting, ERP, Consolidation, Cash Management, Forecasting, Due Diligence, Mergers & Acquisitions, Cost Accounting, Cash Flow Forecasting, GAAP, Financial Reporting, Sarbanes-Oxley, Revenue Recognition, Business Process..., Restructuring, Hyperion Enterprise, Continuous Improvement, Outsourcing
Education
University of Durham 1983 — 1986
Bachelor of Science (BSc), Geography
Sanjay Narasimhan, VP Finance | FP&A Sanjay Narasimhan, VP Finance | FP&A's The Financial Executives Networking Group Experience 2012 - Present
Job Global Finance | Financial Planning & Analysis (FP&A) | Shared Services
Industry Financial Services
Experience
Solutionstar 2014 - Present
Financial Executives International 2012 - Present
The Financial Executives Networking Group 2012 - Present
Tatum LLC and MCG Group 2013 - 2014
MoneyGram International 2010 - 2012
Best Buy 2009 - 2010
SUPERVALU / Albertsons 2005 - 2008
Wipro Technologies 2002 - 2005
Skills
P&L Management, Financial Analysis, Financial Planning, Forecasting, Financial Management, Strategic Financial..., Process Improvement, International Business, Budgeting, Business Planning, Executive Management, Consolidation, Variance Analysis, Team Management, Key Performance..., Team Building, Corporate Finance, Shared Services..., Outsourcing, Budgets, Managerial Finance, Strategic Planning, Finance, Financial Modeling, Shared Services, Strategy, Sarbanes-Oxley Act, Financial Reporting, Pricing, Leadership, Income Statement, Business Development, Management, Acquisition Integration, Business Process..., Analysis, Due Diligence, Analytics, Management Consulting, Business Analysis, Business Intelligence, Restructuring, Risk Management, Internal Controls, Accounting, Project Planning, Investments, Project Management, Internal Audit, Integration
Education
CPA(Inactive), Indian Chartered Accountant, Bachelor of Commerce 2006 — 2006
Chartered Accountant-India
ACA, Finance, Accounting, Tax, business laws
Company Secretary - India
ACS, Business laws
University of Madras
BCOM, Commerce
Solutionstar 2014 - Present
Financial Executives International 2012 - Present
The Financial Executives Networking Group 2012 - Present
Tatum LLC and MCG Group 2013 - 2014
MoneyGram International 2010 - 2012
Best Buy 2009 - 2010
SUPERVALU / Albertsons 2005 - 2008
Wipro Technologies 2002 - 2005
Skills
P&L Management, Financial Analysis, Financial Planning, Forecasting, Financial Management, Strategic Financial..., Process Improvement, International Business, Budgeting, Business Planning, Executive Management, Consolidation, Variance Analysis, Team Management, Key Performance..., Team Building, Corporate Finance, Shared Services..., Outsourcing, Budgets, Managerial Finance, Strategic Planning, Finance, Financial Modeling, Shared Services, Strategy, Sarbanes-Oxley Act, Financial Reporting, Pricing, Leadership, Income Statement, Business Development, Management, Acquisition Integration, Business Process..., Analysis, Due Diligence, Analytics, Management Consulting, Business Analysis, Business Intelligence, Restructuring, Risk Management, Internal Controls, Accounting, Project Planning, Investments, Project Management, Internal Audit, Integration
Education
CPA(Inactive), Indian Chartered Accountant, Bachelor of Commerce 2006 — 2006
Chartered Accountant-India
ACA, Finance, Accounting, Tax, business laws
Company Secretary - India
ACS, Business laws
University of Madras
BCOM, Commerce
Barry Ehlers Barry Ehlers's The Financial Executives Networking Group Experience October 2013 - Present
Job Tax Professional
Industry Accounting
Experience
Tax Professional July 2014 - Present
Barry L. Ehlers, Attorney at Law July 2014 - Present
The Financial Executives Networking Group October 2013 - Present
Chicago Tax Club December 2011 - Present
Northwestern University Settlement House April 2010 - Present
PwC LLP February 2012 - July 2014
Stone Wallace LLC October 2011 - January 2012
True Partners Consulting LLC January 2010 - October 2011
Stone Wallace LLC Tax Services December 2002 - January 2010
KPMG March 1998 - December 2002
Skills
Tax, Corporate Tax, Internal Controls, Tax Compliance, Income Tax, International Tax, Tax Audits, SEC reporting, Due Diligence, Structuring, IFRS, Financial Reporting, Tax Accounting, Sales Tax, Tax Law, Financial Control, Preparation, Restructuring, Mergers, SOX, Transfer Pricing, Multinational, Capital, Transaction, Private Equity, GAAP, FASB, CPA, Finance, Financial Statements, US GAAP, Financial Accounting, Financial Analysis, Auditing, Mergers & Acquisitions, Business Valuation, SEC filings, Forecasting, Accounting, Financial Structuring, Sarbanes-Oxley Act, Managerial Finance, Tax Preparation, Sarbanes-Oxley, Variance Analysis, Cash Flow, Financial Audits
Education
DePaul University College of Law 1983 — 1986
Haslam College of Business at the University of Tennessee 1981 — 1983
BS, Accounting
Tax Professional July 2014 - Present
Barry L. Ehlers, Attorney at Law July 2014 - Present
The Financial Executives Networking Group October 2013 - Present
Chicago Tax Club December 2011 - Present
Northwestern University Settlement House April 2010 - Present
PwC LLP February 2012 - July 2014
Stone Wallace LLC October 2011 - January 2012
True Partners Consulting LLC January 2010 - October 2011
Stone Wallace LLC Tax Services December 2002 - January 2010
KPMG March 1998 - December 2002
Skills
Tax, Corporate Tax, Internal Controls, Tax Compliance, Income Tax, International Tax, Tax Audits, SEC reporting, Due Diligence, Structuring, IFRS, Financial Reporting, Tax Accounting, Sales Tax, Tax Law, Financial Control, Preparation, Restructuring, Mergers, SOX, Transfer Pricing, Multinational, Capital, Transaction, Private Equity, GAAP, FASB, CPA, Finance, Financial Statements, US GAAP, Financial Accounting, Financial Analysis, Auditing, Mergers & Acquisitions, Business Valuation, SEC filings, Forecasting, Accounting, Financial Structuring, Sarbanes-Oxley Act, Managerial Finance, Tax Preparation, Sarbanes-Oxley, Variance Analysis, Cash Flow, Financial Audits
Education
DePaul University College of Law 1983 — 1986
Haslam College of Business at the University of Tennessee 1981 — 1983
BS, Accounting
Kathy McQuillan Kathy McQuillan's The Financial Executives Networking Group Experience 2005 - Present
Job Membership Coordinator at The Financial Executives Networking Group
Industry Financial Services
Experience
The Financial Executives Networking Group 2005 - Present
Labatt USA 2001 - 2004
InBev 2001 - 2004
HypoVereinsbank 1997 - 2001
Colorado Mountain College 1993 - 1995
Skills
Customer Insight, Pricing, Financial Analysis, Strategic Planning, Business Planning, Financial Reporting, Accounting, Business Strategy, Forecasting, Budgets, Finance, Strategic Financial..., Executive Management, Financial Modeling, Managerial Finance
Education
Southern Connecticut State University
Economics
The Financial Executives Networking Group 2005 - Present
Labatt USA 2001 - 2004
InBev 2001 - 2004
HypoVereinsbank 1997 - 2001
Colorado Mountain College 1993 - 1995
Skills
Customer Insight, Pricing, Financial Analysis, Strategic Planning, Business Planning, Financial Reporting, Accounting, Business Strategy, Forecasting, Budgets, Finance, Strategic Financial..., Executive Management, Financial Modeling, Managerial Finance
Education
Southern Connecticut State University
Economics
Matthew Bud Matthew Bud's The Financial Executives Networking Group Experience 1996 - Present
Job Chairman at The Financial Executives Networking Group
Industry Nonprofit Organization Management
Experience
The Financial Executives Consulting Group, LLC 1999 - Present
The Financial Executives Networking Group 1996 - Present
The Thomson Corporation/Thomson Reuters 1993 - 1999
Levine Huntley Schmidt & Beaver Advertising 1982 - 1991
CBS Corporation 1973 - 1981
B. Altman & Company 1971 - 1973
Skills
Mergers & Acquisitions, Venture Capital, Due Diligence, Risk Management, Private Equity, Restructuring, Business Strategy, Corporate Finance, Financial Analysis, Finance, Business Planning, Investments, Management, Strategic Financial..., Analysis, Strategic Finance, Leadership, Networking, Social Networking, Financial Planning, Executive Search, Business Networking, Creative Writing, Job Coaching
Education
New York University 1972 — 1974
Master of Business Administration (MBA), Finance
Indiana University Bloomington 1965 — 1968
Bachelor of Science (BS), Finance
The Financial Executives Consulting Group, LLC 1999 - Present
The Financial Executives Networking Group 1996 - Present
The Thomson Corporation/Thomson Reuters 1993 - 1999
Levine Huntley Schmidt & Beaver Advertising 1982 - 1991
CBS Corporation 1973 - 1981
B. Altman & Company 1971 - 1973
Skills
Mergers & Acquisitions, Venture Capital, Due Diligence, Risk Management, Private Equity, Restructuring, Business Strategy, Corporate Finance, Financial Analysis, Finance, Business Planning, Investments, Management, Strategic Financial..., Analysis, Strategic Finance, Leadership, Networking, Social Networking, Financial Planning, Executive Search, Business Networking, Creative Writing, Job Coaching
Education
New York University 1972 — 1974
Master of Business Administration (MBA), Finance
Indiana University Bloomington 1965 — 1968
Bachelor of Science (BS), Finance
Kelley Roberson Kelley Roberson's The Financial Executives Networking Group Experience 2010 - 2011
Job Kelley Roberson Healthcare & Senior Executive
Industry Hospital & Health Care
Experience
Early Bird Alert 2010 - Present
The Financial Executives Networking Group 2010 - 2011
Hawaii Health Systems Corporation February 1998 - December 2009
U.S. Army Medical Department January 1974 - January 1998
Skills
Strategic Planning, Business Planning, Executive Management, Business Strategy, Team Building, Program Management, Strategy, Process Improvement, Start-ups, Project Planning, Operations Management, Strategic Partnerships, Budgets, Managerial Finance, Mergers, Healthcare, Leadership, Leadership Development, Mergers & Acquisitions, Entrepreneurship, Cross-functional Team..., Business Development, Management Consulting, Organizational..., New Business Development, Management, Business Process..., Contract Negotiation, Competitive Analysis, Change Management, Product Management, Analysis, Consulting, Marketing, CRM, Coaching, Small Business, Finance, Forecasting, Training, Marketing Strategy, P&L Management, Risk Management, Team Leadership, Healthcare Consulting
Education
University of Southern California 1990 — 1993
EdD Program
University of Maryland University College 1983 — 1987
MGA Program, Master of General Administration Completion Certificate
Texas Christian University 1968 — 1973
BBA, Business Administration
Early Bird Alert 2010 - Present
The Financial Executives Networking Group 2010 - 2011
Hawaii Health Systems Corporation February 1998 - December 2009
U.S. Army Medical Department January 1974 - January 1998
Skills
Strategic Planning, Business Planning, Executive Management, Business Strategy, Team Building, Program Management, Strategy, Process Improvement, Start-ups, Project Planning, Operations Management, Strategic Partnerships, Budgets, Managerial Finance, Mergers, Healthcare, Leadership, Leadership Development, Mergers & Acquisitions, Entrepreneurship, Cross-functional Team..., Business Development, Management Consulting, Organizational..., New Business Development, Management, Business Process..., Contract Negotiation, Competitive Analysis, Change Management, Product Management, Analysis, Consulting, Marketing, CRM, Coaching, Small Business, Finance, Forecasting, Training, Marketing Strategy, P&L Management, Risk Management, Team Leadership, Healthcare Consulting
Education
University of Southern California 1990 — 1993
EdD Program
University of Maryland University College 1983 — 1987
MGA Program, Master of General Administration Completion Certificate
Texas Christian University 1968 — 1973
BBA, Business Administration
Dan Ruchman Dan Ruchman's The Financial Executives Networking Group Experience 2007 - Present
Job Consulting CFO to startup and laterstage companies.
Industry Management Consulting
Experience
CONNECT San Diego 2007 - Present
The Financial Executives Networking Group 2007 - Present
CONNECT San Diego 2007 - Present
Ruchman & Associates 2003 - Present
MJF LLP 2009 - 2013
Board of Direction 2008 - 2009
Phyton Biotech 1997 - 2002
Ruchman Associates 1996 - 1997
Thomson Reuters Westlaw 1994 - 1996
Bausch & Lomb 1986 - 1994
Skills
Venture Capital, Capital Budgeting, Internal Controls, Investor Relations, Competitive Intelligence, Start-ups, Entrepreneurship, Mergers, Strategic Planning, Personnel Management, Executive Management, Negotiation, Acquisition Integration, Public Speaking, Business Planning, Financial Analysis, Financial Modeling, Executive Coaching, Chief Financial Officer, Strategy, Capital Raising, Writing and Editorial..., Interim Management, Highly articulate, Mergers & Acquisitions, Leadership, Corporate Governance, Business Strategy, Management Consulting, Strategic Partnerships, Consulting, Management, Corporate Finance, Valuation, Restructuring, Market Research, Business Process, Accounting, Competitive Analysis, Finance, Cross-functional Team..., Budgets, Business Development, Human Resources, Strategic Financial..., Private Equity, Analysis, Business Process..., Project Planning, Corporate Development
Education
Princeton University
BA
Yale University - Yale School of Management
MBA
CONNECT San Diego 2007 - Present
The Financial Executives Networking Group 2007 - Present
CONNECT San Diego 2007 - Present
Ruchman & Associates 2003 - Present
MJF LLP 2009 - 2013
Board of Direction 2008 - 2009
Phyton Biotech 1997 - 2002
Ruchman Associates 1996 - 1997
Thomson Reuters Westlaw 1994 - 1996
Bausch & Lomb 1986 - 1994
Skills
Venture Capital, Capital Budgeting, Internal Controls, Investor Relations, Competitive Intelligence, Start-ups, Entrepreneurship, Mergers, Strategic Planning, Personnel Management, Executive Management, Negotiation, Acquisition Integration, Public Speaking, Business Planning, Financial Analysis, Financial Modeling, Executive Coaching, Chief Financial Officer, Strategy, Capital Raising, Writing and Editorial..., Interim Management, Highly articulate, Mergers & Acquisitions, Leadership, Corporate Governance, Business Strategy, Management Consulting, Strategic Partnerships, Consulting, Management, Corporate Finance, Valuation, Restructuring, Market Research, Business Process, Accounting, Competitive Analysis, Finance, Cross-functional Team..., Budgets, Business Development, Human Resources, Strategic Financial..., Private Equity, Analysis, Business Process..., Project Planning, Corporate Development
Education
Princeton University
BA
Yale University - Yale School of Management
MBA
Phil Geissinger Phil Geissinger's The Financial Executives Networking Group Experience 2004 - Present
Job President PGConsulting,LLC
Industry Executive Office
Experience
PGConsulting, LLC March 2001 - Present
The Financial Executives Networking Group 2004 - Present
Tatum, a Randstad Company September 2010 - November 2013
Leadership Cabarrus 2007 - 2010
Catawba Valley Medical Center November 2008 - August 2009
Whittier Street Health Center February 2005 - August 2009
CMC - NorthEast Physician Network May 2007 - August 2008
Caritas Christi Health System February 2006 - March 2007
Feeley and Driscoll, PC May 2005 - February 2006
PGConsulting, Inc. January 2001 - January 2005
Skills
Managerial Finance, Management Consulting, Leadership, Budgets, Business Development, Strategic Planning, Finance, Business Strategy, Process Improvement, Management, Strategy, Operations Management, Healthcare, Financial Analysis, Business Planning, Performance Management, Project Planning, Organizational..., Executive Management, Negotiation, Non-profits, Change Management, Due Diligence, Team Building, Hospitals, Strategic Partnerships, Forecasting, Project Management, Physicians, Analysis, New Business Development, Strategic Financial..., Start-ups, Consulting, Restructuring, Business Process..., Human Resources, Nonprofits, Healthcare Consulting, P&L Management, Auditing, Healthcare Industry, Risk Management, Mergers & Acquisitions, Entrepreneurship, Governance, Practice Management, Small Business, Revenue Cycle, Insurance
Education
Northeastern University 1977 — 1978
MBA, Finance ( Concentration in Healthcare)
Albion College 1972 — 1976
Bachelor's, Business Admin & Psych.
Fordson High School 1969 — 1972
Diploma, College Prep
PGConsulting, LLC March 2001 - Present
The Financial Executives Networking Group 2004 - Present
Tatum, a Randstad Company September 2010 - November 2013
Leadership Cabarrus 2007 - 2010
Catawba Valley Medical Center November 2008 - August 2009
Whittier Street Health Center February 2005 - August 2009
CMC - NorthEast Physician Network May 2007 - August 2008
Caritas Christi Health System February 2006 - March 2007
Feeley and Driscoll, PC May 2005 - February 2006
PGConsulting, Inc. January 2001 - January 2005
Skills
Managerial Finance, Management Consulting, Leadership, Budgets, Business Development, Strategic Planning, Finance, Business Strategy, Process Improvement, Management, Strategy, Operations Management, Healthcare, Financial Analysis, Business Planning, Performance Management, Project Planning, Organizational..., Executive Management, Negotiation, Non-profits, Change Management, Due Diligence, Team Building, Hospitals, Strategic Partnerships, Forecasting, Project Management, Physicians, Analysis, New Business Development, Strategic Financial..., Start-ups, Consulting, Restructuring, Business Process..., Human Resources, Nonprofits, Healthcare Consulting, P&L Management, Auditing, Healthcare Industry, Risk Management, Mergers & Acquisitions, Entrepreneurship, Governance, Practice Management, Small Business, Revenue Cycle, Insurance
Education
Northeastern University 1977 — 1978
MBA, Finance ( Concentration in Healthcare)
Albion College 1972 — 1976
Bachelor's, Business Admin & Psych.
Fordson High School 1969 — 1972
Diploma, College Prep
Douglas Fine Douglas Fine's The Financial Executives Networking Group Experience 2004 - Present
Job Managing Partner, The Financial Executives Consulting Group, LLC
Industry Management Consulting
Experience
The Financial Executives Consulting Group, LLC 1999 - Present
The Financial Executives Networking Group 2004 - Present
US Surgical Corp. (now Covidien) 1989 - 1998
US Surgical Corp. (now Covidien) 1987 - 1989
Kraft General Foods 1981 - 1987
KPMG (formerly Peat, Marwick, Mitchell & Co.) 1973 - 1981
Skills
Executive Search, Accounting, SEC reporting, Audit, Manufacturing, Due Diligence, Financial Reporting, Internal Audit, Financial Management, Managerial Finance, SEC filings, Auditing, Cash Management, Forecasting, Budgets, Management, Management Consulting, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, US GAAP, CPA, GAAP, Internal Controls, Financial Accounting, Mergers, Business Planning, Revenue Recognition, Consolidation, Financial Analysis
Education
University at Buffalo 1969 — 1973
BS, Accounting
The Financial Executives Consulting Group, LLC 1999 - Present
The Financial Executives Networking Group 2004 - Present
US Surgical Corp. (now Covidien) 1989 - 1998
US Surgical Corp. (now Covidien) 1987 - 1989
Kraft General Foods 1981 - 1987
KPMG (formerly Peat, Marwick, Mitchell & Co.) 1973 - 1981
Skills
Executive Search, Accounting, SEC reporting, Audit, Manufacturing, Due Diligence, Financial Reporting, Internal Audit, Financial Management, Managerial Finance, SEC filings, Auditing, Cash Management, Forecasting, Budgets, Management, Management Consulting, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, US GAAP, CPA, GAAP, Internal Controls, Financial Accounting, Mergers, Business Planning, Revenue Recognition, Consolidation, Financial Analysis
Education
University at Buffalo 1969 — 1973
BS, Accounting
Stephen P. Peca, CPA, MRICS Stephen P. Peca, CPA, MRICS's The Financial Executives Networking Group Experience June 2014 - Present
Job Private Equity | StartUps | Particular Expertise in Technology, Real Estate, Project Finance
Industry Venture Capital & Private Equity
Experience
SPP Holdings June 2002 - Present
Private Equity Leadership in the Greater New York City Area 2013 - Present
The Financial Executives Networking Group June 2014 - Present
The Financial Executives Networking Group July 2001 - Present
New York University January 2004 - Present
Moody's Analytics, Inc. May 2008 - May 2011
New York University February 2002 - December 2003
Fleet Securities, Inc. (formerly Summit Bank) December 1999 - May 2001
The Fuji Bank, Limited (merged into Mizuho Bank) October 1988 - December 1999
The Tucker Companies, Inc. (acquired by Bradley REIT) July 1985 - October 1987
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Asset Management, Finance, Venture Capital, Real Estate, Asset Managment, Portfolio Management, Corporate Finance, Entrepreneurship, Real Estate Economics, Start-ups, Financial Modeling, Real Estate Development, Capital Markets, Management Consulting, Risk Management, Banking, Restructuring, Project Finance, Derivatives, Mergers, Credit, Investment Properties, Commercial Real Estate..., Financial Services, Executive Education, Emerging Markets, Education, Real Estate Private..., Deal Structuring, International Real..., Infrastructure Projects, Workout, Expert Witness Services, Property Finance, Distressed Property, Distressed Debt, International Business, Debt Restructuring, Alternative Investments, Real Estate Finance, Feasibility Studies, Risk, Corporate Real Estate, Principal Investments, Cross-border M&A, Real Estate Due..., Financial Structuring
Education
The University of Chicago 1981 — 1982
Certificate, Advanced Management
University of Wisconsin-Madison 1992 — 1992
Certificate, Effective Project Management for Building Design and Construction
University of Wisconsin-Madison 1983 — 1983
Certificate, Executive Management Series in Real Estate Development
Loyola University of Chicago 1980 — 1981
MBA, Financial Management
Loyola University of Chicago 1975 — 1979
BBA, Public Accounting
SPP Holdings June 2002 - Present
Private Equity Leadership in the Greater New York City Area 2013 - Present
The Financial Executives Networking Group June 2014 - Present
The Financial Executives Networking Group July 2001 - Present
New York University January 2004 - Present
Moody's Analytics, Inc. May 2008 - May 2011
New York University February 2002 - December 2003
Fleet Securities, Inc. (formerly Summit Bank) December 1999 - May 2001
The Fuji Bank, Limited (merged into Mizuho Bank) October 1988 - December 1999
The Tucker Companies, Inc. (acquired by Bradley REIT) July 1985 - October 1987
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Asset Management, Finance, Venture Capital, Real Estate, Asset Managment, Portfolio Management, Corporate Finance, Entrepreneurship, Real Estate Economics, Start-ups, Financial Modeling, Real Estate Development, Capital Markets, Management Consulting, Risk Management, Banking, Restructuring, Project Finance, Derivatives, Mergers, Credit, Investment Properties, Commercial Real Estate..., Financial Services, Executive Education, Emerging Markets, Education, Real Estate Private..., Deal Structuring, International Real..., Infrastructure Projects, Workout, Expert Witness Services, Property Finance, Distressed Property, Distressed Debt, International Business, Debt Restructuring, Alternative Investments, Real Estate Finance, Feasibility Studies, Risk, Corporate Real Estate, Principal Investments, Cross-border M&A, Real Estate Due..., Financial Structuring
Education
The University of Chicago 1981 — 1982
Certificate, Advanced Management
University of Wisconsin-Madison 1992 — 1992
Certificate, Effective Project Management for Building Design and Construction
University of Wisconsin-Madison 1983 — 1983
Certificate, Executive Management Series in Real Estate Development
Loyola University of Chicago 1980 — 1981
MBA, Financial Management
Loyola University of Chicago 1975 — 1979
BBA, Public Accounting
William B Murphy William B Murphy's The Financial Executives Networking Group Experience 2012 - 2014
Job Experienced interim CFO, turnaround/interim mgt, financial/operational restructuring, change mangagement executive
Industry Management Consulting
Experience
Byron Advisors, LLC June 2012 - Present
Southern Air Inc. 2013 - 2014
Fedcap 2013 - 2014
The Financial Executives Networking Group 2012 - 2014
The Financial Executives Networking Group 2012 - 2014
The Financial Executives Networking Group 2012 - 2014
Volt Information Sciences August 2011 - May 2012
Zolfo Cooper LLC January 1997 - October 2011
DIFFA: Design Industries Foundation Fighting AIDS 1994 - 2008
Ernst & Young 1981 - 1996
Skills
Turn Around Management, Restructuring, Debt Restructuring, Business Strategy, Business Planning, Financial Reporting, Financial Analysis, Strategic Financial..., Business Advisory, Corporate Advisory, Chapter 11, Change Management, Project Management, Strategic Leadership, Team Leadership, Teamwork, Internal Controls, Business Efficiency, Out of Court..., Cash Management, Bankruptcy, Financial Modeling, Management, Valuation, Strategic Planning
Education
Lehigh University - College of Business and Economics 1973 — 1977
BS, Accounting
The Stony Brook School
Byron Advisors, LLC June 2012 - Present
Southern Air Inc. 2013 - 2014
Fedcap 2013 - 2014
The Financial Executives Networking Group 2012 - 2014
The Financial Executives Networking Group 2012 - 2014
The Financial Executives Networking Group 2012 - 2014
Volt Information Sciences August 2011 - May 2012
Zolfo Cooper LLC January 1997 - October 2011
DIFFA: Design Industries Foundation Fighting AIDS 1994 - 2008
Ernst & Young 1981 - 1996
Skills
Turn Around Management, Restructuring, Debt Restructuring, Business Strategy, Business Planning, Financial Reporting, Financial Analysis, Strategic Financial..., Business Advisory, Corporate Advisory, Chapter 11, Change Management, Project Management, Strategic Leadership, Team Leadership, Teamwork, Internal Controls, Business Efficiency, Out of Court..., Cash Management, Bankruptcy, Financial Modeling, Management, Valuation, Strategic Planning
Education
Lehigh University - College of Business and Economics 1973 — 1977
BS, Accounting
The Stony Brook School
Mark Geretti CPA, CIA Mark Geretti CPA, CIA's The Financial Executives Networking Group Experience 2003 - 2015
Job XBRL Consultant at RR Donnelley
Industry Accounting
Experience
RR Donnelley February 2014 - Present
The Financial Executives Networking Group 2003 - 2015
RR Donnelley January 2013 - February 2014
RR Donnelley November 2011 - December 2012
Mark R. Geretti, CPA, PLLC January 2005 - November 2012
Simon Consulting LLC May 2007 - December 2010
Central Arizona Project - Phoenix, AZ May 2000 - June 2005
Shore and Azimov, P.C., CPA's June 1997 - January 2000
American Bureau of Information - Tempe, AZ January 1995 - June 1997
Arizona Department of Revenue - Phoenix, AZ January 1990 - January 1995
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, Analysis, Financial Analysis, Forecasting, Internal Audit, Process Improvement, Tax Preparation, Cash Flow, XBRL, SEC filings, Risk Management, Compilation, Databases, Budgeting, US GAAP reporting
Education
Oracle Academy Pecos Campus 2010 — 2011
Oracle 10g Database Certification, Oracle 10g Database Managment Systems, 4.0
Arizona State University 1985 — 1989
BS, Business Accounting
RR Donnelley February 2014 - Present
The Financial Executives Networking Group 2003 - 2015
RR Donnelley January 2013 - February 2014
RR Donnelley November 2011 - December 2012
Mark R. Geretti, CPA, PLLC January 2005 - November 2012
Simon Consulting LLC May 2007 - December 2010
Central Arizona Project - Phoenix, AZ May 2000 - June 2005
Shore and Azimov, P.C., CPA's June 1997 - January 2000
American Bureau of Information - Tempe, AZ January 1995 - June 1997
Arizona Department of Revenue - Phoenix, AZ January 1990 - January 1995
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, Analysis, Financial Analysis, Forecasting, Internal Audit, Process Improvement, Tax Preparation, Cash Flow, XBRL, SEC filings, Risk Management, Compilation, Databases, Budgeting, US GAAP reporting
Education
Oracle Academy Pecos Campus 2010 — 2011
Oracle 10g Database Certification, Oracle 10g Database Managment Systems, 4.0
Arizona State University 1985 — 1989
BS, Business Accounting
Todd M Havens - CIA, CRMA's The Financial Executives Networking Group Experience March 2009 - November 2012
Job Director of Internal Audit at Lehigh Valley Health Network
Industry Accounting
Experience
Lehigh Valley Health Network May 2013 - Present
Institute of Internal Auditors June 2014 - Present
Association of Healthcare Internal Auditors April 2015 - Present
The Institute of Internal Auditors June 2007 - November 2014
KPMG LLP August 2005 - May 2013
The Financial Executives Networking Group March 2009 - November 2012
The Institute of Internal Auditors 2006 - 2007
Jefferson Wells International August 1997 - August 2005
BOC Gases January 1994 - August 1997
Bally's Grand Hotel & Casino 1993 - 1995
Skills
Governance, Sarbanes-Oxley Act, Enterprise Risk..., Benchmarking, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Risk Assessment, Accounting, Business Process..., Management Consulting, Big 4, Finance, Fraud, Operational Risk..., Risk Management, Financial Services, Assurance, Corporate Governance, IT Audit, COSO, Financial Risk, SEC filings
Education
Saint Bonaventure University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
McQuaid Jesuit High School (Rochester, NY) 1982 — 1986
Lehigh Valley Health Network May 2013 - Present
Institute of Internal Auditors June 2014 - Present
Association of Healthcare Internal Auditors April 2015 - Present
The Institute of Internal Auditors June 2007 - November 2014
KPMG LLP August 2005 - May 2013
The Financial Executives Networking Group March 2009 - November 2012
The Institute of Internal Auditors 2006 - 2007
Jefferson Wells International August 1997 - August 2005
BOC Gases January 1994 - August 1997
Bally's Grand Hotel & Casino 1993 - 1995
Skills
Governance, Sarbanes-Oxley Act, Enterprise Risk..., Benchmarking, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Risk Assessment, Accounting, Business Process..., Management Consulting, Big 4, Finance, Fraud, Operational Risk..., Risk Management, Financial Services, Assurance, Corporate Governance, IT Audit, COSO, Financial Risk, SEC filings
Education
Saint Bonaventure University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
McQuaid Jesuit High School (Rochester, NY) 1982 — 1986
William Bill Thorpe's The Financial Executives Networking Group Experience 2002 - 2012
Job Partner at CFO Edge
Industry Construction
Experience
CFO Edge September 2013 - Present
West Coast Materials Inc. 2006 - March 2013
The Financial Executives Networking Group 2002 - 2012
Central Garden and Pet June 2004 - June 2006
CBCA, Inc. 2001 - 2004
OnStation 2000 - 2001
Visa 1996 - 2000
Visa 1992 - 1996
Milk Products Holdings, Inc. 1986 - 1992
KPMG US 1980 - 1986
Skills
Sarbanes-Oxley Act, Mergers, Financial Reporting, Internal Controls, Accounting, Financial Analysis, Forecasting, SEC filings, Consolidation, GAAP, Due Diligence, Budgets, Cash Management, Venture Financing, Secured Financing, Treasury Management, Cost Accounting, Rating Agency Relations, Banking, Credit, Collections, Mergers & Acquisitions, Business Process..., Acquisition Integration, Financial Modeling, Auditing, Restructuring, Start-ups, Risk Management, Financial Services, Investor Relations, Divestitures, Managerial Finance, Executive Management, Strategic Financial..., IPO, Corporate Finance, Private Equity, US GAAP, Cash Flow, Variance Analysis, CPA, Financial Accounting, Internal Audit, Valuation, Sarbanes-Oxley, Business Planning, Enterprise Risk..., Venture Capital, Pricing
Education
University of California, Los Angeles 1973 — 1977
BS, Business Economics
CFO Edge September 2013 - Present
West Coast Materials Inc. 2006 - March 2013
The Financial Executives Networking Group 2002 - 2012
Central Garden and Pet June 2004 - June 2006
CBCA, Inc. 2001 - 2004
OnStation 2000 - 2001
Visa 1996 - 2000
Visa 1992 - 1996
Milk Products Holdings, Inc. 1986 - 1992
KPMG US 1980 - 1986
Skills
Sarbanes-Oxley Act, Mergers, Financial Reporting, Internal Controls, Accounting, Financial Analysis, Forecasting, SEC filings, Consolidation, GAAP, Due Diligence, Budgets, Cash Management, Venture Financing, Secured Financing, Treasury Management, Cost Accounting, Rating Agency Relations, Banking, Credit, Collections, Mergers & Acquisitions, Business Process..., Acquisition Integration, Financial Modeling, Auditing, Restructuring, Start-ups, Risk Management, Financial Services, Investor Relations, Divestitures, Managerial Finance, Executive Management, Strategic Financial..., IPO, Corporate Finance, Private Equity, US GAAP, Cash Flow, Variance Analysis, CPA, Financial Accounting, Internal Audit, Valuation, Sarbanes-Oxley, Business Planning, Enterprise Risk..., Venture Capital, Pricing
Education
University of California, Los Angeles 1973 — 1977
BS, Business Economics