}

Saleem Sufi
Global Strategic CFO

Saleem is a CFO Leadership Coach and Strategy Expert with more than 20 years CFO level experience working for top world class Fortune 500 and Private Equity owned companies in Asia Pacific, Middle East, Europe and United States. He is the Founder and President of MECA CFO Academy where he leads the Senior Finance Community with an entire focus on leadership development and career growth.

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Gianluca Bisceglie
Founder & CEO, Visyond

Technologist, strategist, private equity executive and entrepreneur with broad international experience across both mature and emerging markets.

Gianluca is the Founder and Chief Executive of Visyond, an Excel-compatible collaborative spreadsheet, analysis, presentation and reporting platform that connects, automates and tracks everything whilst safeguarding sensitive information.Gianluca holds an MEng in Electronics Engineering from the Polytechnic of Turin (Italy) and an MBA with Distinction from London Business School. To learn more visit www.visyond.com.

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Jason Lockard
Sr. Vice President Enterprise at BlueGrace Logistics

Jason is an experienced Senior Vice President with a demonstrated history of working in the logistics and supply chain industry. He has strong professional skills in Negotiation, Operations Management, Freight, Sales, and Warehouse Operations.

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Kip Boyle
CEO of Cyber Risk Opportunities

Cyber Risk Opportunities company focuses on enabling executives to become more proficient cyber risk managers so their organizations can thrive. Kip and his team provide access to the people, expertise and tools their clients need to manage the risks to the digital assets of their companies—whether those assets are cash, intellectual property, identities or confidential client information.

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Adaptive Insights

Adaptive Insights, a Workday company, is powering a new generation of business planning. Driving business agility in a fast-moving world, the Adaptive Insights  Business Planning Cloud leads the way for people in companies to collaborate, gain insights, and make smarter decisions faster.  Powerful modeling for any size organization, yet so easy for everybody who plans.  Adaptive Insights is headquartered in Palo Alto, CA. To learn more, visit www.adaptiveinsights.com.

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Irina Steenbeek
Data Management Professional

Dr. Irina Steenbeek is a data management professional with an extensive financial background. She works with medium-sized businesses on a strategic level, and assists top management in optimizing the decision making processes and company performance, and implementing data management frameworks, supported by an effective set of business capabilities.

Irina has a complementary practical experience in software implementation such as ERP and DWH/BI, business consultancy and control, and data science.

Irina is the author of 2 books: The Data Management Toolkit and The Data Management Cookbook, various white-papers and articles on the topics of data management and its implementation.

Throughout the years, she has worked for global institutions and large- and medium-sized international organizations, and in 2016 she has founded Data Crossroads – a consultancy agency in the area of data management. She has developed a generic data management implementation model applicable for medium-sized companies. The model offers a uniform approach that allows companies to get an effective ‘fit-for-purpose’ data management framework in a short period of time, and allows to save resources and manpower due to an efficient approach.

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Doug Rainbolt
CMO and Partner at Chief Outsiders

Doug Rainbolt is a Partner and CMO with Chief Outsiders. He has occupied senior marketing leadership roles with a number of companies, including Tektronix, Brocade Communications, and SGI. His domain expertise in product management, product marketing is extensive. Doug served for 7 years in Finance at Tektronix before shifting to marketing. Prior to Tektronix Doug worked at Ernst and Whinney. Doug now serves small and medium sized companies that require the skills of a CMO -helping set the right strategy and train the resident staff - but don’t have a full time CMO need.

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Katharine Halpin

Katharine is a former CPA who spent her accounting career in tax, audit and internal consulting. In 1995 she formed The Halpin Companies to address the issues she observed everyday in transitions and transactions; the people issues. Since 1995 she has helped leadership teams accelerate the growth of their companies - often by 2-3x - simply by getting the right people in the right roles, focused on the right priorities and building team and organizational-wide alignment. Her tools and methods are simple, practical and provide immediate relief from challenges related to people and processes.

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Andrew Codd
Founder and Lead Producer at The Strengths in the Numbers Show

Andrew has 18 years experience in finance leadership and business partnering – developing accounting & finance talent to add value on the commercials and the numbers at recognizable brands like Pepsi, Virgin, Dell and a track record of driving sustainable profitable growth for local SMEs.

He is managing director and founder of an accounting and finance staffing company who match part-time top level talent, such as finance directors and controllers with SMEs, and keep his skills up to date by continuing to work as a part-time finance director for selected clients. As well as supporting SMEs he continues to consult with Dell Technologies on their recurring revenue and as-a-service lines of business.

He has also authored and published a category best selling book (Amazon US and UK) on Finance Business Partnering called “The Audacious Finance Partner: Reveals The Key Factors and Skills for Business Partnering Success”!

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Julie Winkle Giulioni
Keynote Speaker, Author and Consultant

Julie Winkle Giulioni is an author, speaker, and consultant who helps organizations:

  • Demystify what it takes to become a great ‘people leader’.
  • Fire up the passion and commitment of employees.
  • Keep great talent by activating and developing it.

Named one of Inc. Magazines top 100 leadership speakers, Julie is also the co-author of the international bestseller, Help Them Grow or Watch Them Go: Career Conversations Organizations Need and Employees Want.

Julie works with clients domestically and internationally, offering keynote addresses, facilitated workshops, custom webinars, elearning and microlearning solutions that deliver measurable results. She is a regular contributor to The Economist, SmartBrief, Saba’s TalentSpace, the Conference Board’s Human Capital Exchange, and a variety of publications and offers thoughts on leadership, career development, and more via her blog at www.juliewinklegiulioni.com.

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Larry Kaumeyer
Chief Executive Officer at Buffalo Inspection Services

Larry Kaumeyer runs CEO Insights. CEO Insights is a portal for CEOs and investors seeking perspectives, best practices, tools and advice on Active Management principles. Larry has extensive experience dealing with day-to-day problems and solutions through a CEO’s eyes. His passion for helping private equity participants, business owners and entrepreneurs stems from years of hands-on experience, gives him a unique perspective in assessing and supporting leaders across various industries.

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Gary Cokins
Founder and CEO: Analytics-Based Performance Management LLC

Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management (EPM/CPM) methods and systems. He is the founder of Analytics-Based Performance Management LLC. He began his career in industry with a Fortune 100 company in CFO and operations roles. Followed by 15 years in consulting with Deloitte, KPMG, and EDS (now part of HP). From 1997 until 2013 Gary was a Principal Consultant with SAS, a business analytics software vendor.

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Brad Eisenhuth
Founder & CEO - The Outperformer

Brad is the Founder and CEO of the award-winning team at The Outperformer. A passionate consultant to the CFO, accounting and finance space for 15 years, this business was designed to raise the performance bar of finance relative to the rapidly changing landscape facing the profession.

The team now offers solutions across career management and executive coaching, business partnership, leadership and finance culture programs, financial modelling & decision support; all provided under The Outperformer’s unique Co-Design model which was awarded Education & Training Program of the Year in 2018. His role has him working with experts in the field across the world and playing a lead role in the design of large scale programs with clients of The Outperformer.

Always dedicated and curious about the accounting and finance community, Brad wrote and published the popular book “CFgrOw: Staying in the driver’s seat on the path to CFO” (published in 2015), which became recommended reading by the Institute of Chartered Accountants. He has also featured in the Australian Finance Review, Acuity magazine, Shortlist and other publications for his views and research on the accounting and finance profession, and regularly sought out to speak at conferences and events related to careers and the future of finance.

Don’t miss Brad’s Career Management Courses

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PitchBook

PitchBook is a financial technology company that provides data on the capital markets to help professionals discover and execute opportunities with confidence and efficiency. We collect and analyze detailed data on the entire venture capital, private equity and M&A landscape—including public and private companies, investors, funds, investments, exits and people. Our data and analysis are available through our suite of products (the PitchBook Platform), industry news and in-depth reports.

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John Sbrocco
Healthcare Consultant at Questige

John W. Sbrocco, CSFS is the President of Questige Consulting. As a leading healthcare risk manager and benefits consultant, John has built a reputation based on transparency and results. Most notably, John’s clients often point to his ability to implement complex risk management solutions in a way that’s digestible, actionable and more importantly, measurable.

These core values along with John’s skill set fueled the success of John’s two companies, Questige Consulting and Achieve Health Alliance. With innovative healthcare solutions as a deep-rooted passion, John has just completed Breaking Through The Status Quo, a book that will drive the conversation on how to disrupt the current state of rising healthcare costs by strategically enhancing benefits.

John is an in-demand speaker at industry events and conferences and has been featured in industry publications including, most recently, BenefitsPro magazine.

A Certified Self-Funding Specialist, John is a member of the exclusive Agency Growth Mastermind Partnership and is a Charter Member of the Association for Insurance Leadership.

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John O’Dore
Co-Founder at Chinook Capital Advisors

John has been a trusted advisor working with business owners and shareholders of privately held businesses for more than 25 years with leading investment banking firms such as Seattle-based Meridian Capital and global investment banking firms Credit Suisse First Boston, Merrill Lynch and Bank of America. He has developed a successful track record by helping owners work through complex business transitions, recapitalization and company sale transactions. John has closed more than 100 company sale, recapitalization, financing and M&A transactions across multiple industries ranging from branded consumer to food and beverage, manufacturing, aerospace, business services and more.

For 20+ years, John lived and worked across Asia in China, Hong Kong, Taiwan and Singapore. During his time abroad he picked up two Chinese dialects as well as global insight which enables him to bring both local and global perspective to transactions today.

In 2010 John returned to his native Seattle and continued his work in investment banking with Seattle-based Meridian Capital. In 2017 he co-founded Chinook Capital Advisors with Ed Kirk.

A graduate of Seattle University’s Albers School of Business, John currently serves as a board member for the Albers Alumni Association as well as the Association for Corporate Growth, Seattle Chapter. He and his wife, Candy, have three grown children and a grandchild. When he’s not helping his clients, John often dreams of his next fishing and crabbing boat or helps cheer on the Mariners to the next World Series.

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Nancy Wu
Sales and Customer Success

Nancy Wu has spent most of her career working in, consulting for, and auditing various accounting departments’ financial close process for public and private organizations ($200 Million to $4 Billion).

Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of signups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top.

Ms. Wu currently leads sales and customer success for SkyStem, a technology company that offers month-end close and reconciliation automation for mid-market companies in banking, healthcare, retail and various other industries.

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Dave Sackett
ULVAC Technologies

Dave has been in private company CFO and CIO roles at ULVAC Technologies since 2006. He actively manages the Finance, Accounting and IT functions as a lean operation. His main leadership goal is to improve profitability by carefully selecting investments in technology. He delegates tasks and coaches staff to become a high performance, problem solving team. He takes a serious approach toward continuous professional development.

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Peter Chisambara
Founder & EPM Specialist at ERPM Insights

Peter is an Enterprise Performance Management specialist and the Founder of ERPM Insights. With over a decade experience working in finance, he helps business leaders implement strategy more effectively, make informed risk decisions and improve strategic/enterprise performance. Peter is passionate about the integration of strategy, risk and performance functions of the organization and ensure all work together towards the achievement of business objectives, resulting in effective decision-making and improved enterprise performance. His areas of expertise include strategy management, budgeting & forecasting, cost transformation, process improvement, reporting & analytics, and enterprise risk management.

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Bryan Ducharme
Co-Founder of Venture 7 Advisors

A career in small business ownership and big business consulting has given me unique perspectives on launching, acquiring, growing and exiting businesses. I’ve advised scores of companies from technology start-ups to global powerhouses, in diverse industries including industrial and consumer product manufacturing, healthcare, professional services, pharmaceuticals, and information technology.

One of the things I’ve learned is how hard it is for small business owners to find experienced, big-picture advice. There are many specialists (e.g. consultants, lawyers, accountants) who play important roles, but advisors who truly understand the whole business ownership experience are rare.

Venture 7 Advisors is my seventh venture (hence the name). My partners and I created Venture 7 so we could help other business owners build and exit their companies with confidence. At this point in our careers, it’s not just “what we do”, it’s who we are.

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Anders Liu-Lindberg
Business Partnering Institute

Finance Master helping finance functions create value and supporting finance professionals grow their careers.

HERE IS MY RECIPE FOR A SUCCESSFUL FINANCE TRANSFORMATION

Streamline transactional processes, reduce closing time and…

…break free from the budget in order to…

…increase focus on performance management and…

…free up resources for value adding business partnering…

…leading to higher engagement in your finance function.

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Eric Hart
CEO of NPI Technology Management

Businesses that strive to be competitive must embrace the fact that excellence in technology investments and operations are essential ingredients to business success. All too often technology investments are seen as an expense rather than a path to greater profits. When this happens, technology debt quickly builds, which results in lower overall company value.

After 27 years of operational excellence in the technology services side of the business, Eric Hart became the owner of NPI. He knows technology must be thoughtfully designed to achieve business goals and to guide client technology investments to generate business benefits.

Eric believes that technology can be the fuel that runs the engine of business growth and success. NPI’s goal is to build and maintain technologies that reduce staff stress and increase productivity, improve customer relationships and contribute worth throughout the company-especially the bottom line.

Eric also is president of Local Motion, a statewide advocate for walkable and bikeable communities. He and his wife Pam have two children and live in Burlington.

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Perkins & Co

Perkins & Co’s mission is to be a solution for clients who want the services and sophistication of a large firm (including our Global alliance with BDO), with the continuity of engagement personnel, personal attention from shareholders and managers, and fast response time typically found in smaller firms. Our entrepreneurial spirit, excellent service and proactive client approach have helped us become Portland’s largest locally-based accounting firm with over 175 employees, including our 26 shareholders.

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Parker, Smith & Feek

Parker, Smith & Feek is an insurance and risk management brokerage firm that values teamwork in order to ensure the delivery of excellence for all clients. After four generations of private ownership, the knowledge, creativity and dedication of our people has fueled the growth of the firm into one of the 75 largest in the U.S.

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Jackson Lewis P.C.

Jackson Lewis P.C. is a law firm with more than 800 attorneys in major cities nationwide serving clients across a wide range of practices and industries. Having built its reputation on providing premier workplace law representation to management, the firm has grown to include leading practices in the areas of government relations, healthcare and sports law. The firm’s commitment to client service, depth of expertise and innovation draws clients to Jackson Lewis for excellent value-driven legal advice.

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Andrew Jenkins
Founder MD at PDx

My name is Andrew Jenkins, and I am proud to be MD of PDx Consulting Ltd - PDx is dedicated to developing you as leaders to evolve into businesses that have a core purpose beyond just making money, that make a difference to peoples’​ lives making the world better.

I care about facilitating your teams and leadership skills, so your people can do their very best work.

I love team building with ambitious leaders to create great workplaces. If you’re willing to invest in new skills and step up to new challenges, then I’m the man.

I deliver tailor-made programmes fitted to your unique circumstances, your people, your needs and problems.
I specialise in blending both ‘systems’ and ‘emotional intelligence’​ to bring you useful models, simple to use tools and practical processes to bring it all to life. Take-away outputs are directly usable in your workplace.

I create structures that help you to learn directly and build your skills in emotional intelligence, collaboration and cohesion, trust and openness.

———————

Check out Andrew’s book The Authority Guide to Developing High-performing Teams.

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Jeff VandenHoek
Intentionality, LLC

Over 26 years experience in leadership and program development, including business and leadership development coaching/consulting, higher education administration/teaching and nonprofit leadership. Experiential teacher inspired by collaboratively helping individuals and organizations get better through purposeful intention, building trust and increasing a positive impact in their organizations and all of life. Jeff specializes in supporting and facilitating:

  • Emotional Intelligence Assessments & Coaching
  • High Impact Leadership Development & Influence - Leadership Coaching
  • New Team Formation & Development
  • Embracing Difficult, Imperative Conversations (conflict)
  • Trust Development (with self, others and teams)
  • ‘Simplexity’ - Blending the Complex with the Simple and keeping it Simple
  • Communication Strategies - Organizational & Individual
  • Creativity and Ideation - Product Development and Process
  • Organization Development & Behavior

Jeff is a life long learner, attempting to capture the meaning from experiences where ever they occur. He loves watching people, listening to their stories and celebrating all of life that is lived. He is passionate about music (both consuming and performing). He is in love with his wife of 30 years and 3 children ages 26, 23 and 17. For Jeff….Life is full. Life is good. Life is Messy. Life is beautiful.

Don’t miss Jeff’s Courses:

Self Awareness I

Self Awareness II

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Contributed by Brandon Laws
Director of Marketing at Xenium HR

Brandon is the Director of Marketing at Xenium HR. He joined the team in October 2008. In over seven years with Xenium, he has held the positions of Operations Administrator, Sales & Marketing Coordinator, Senior Marketing Specialist & Business Analyst, Marketing Manager, and Senior Marketing Manager.

Taking on the role of Director of Marketing in July 2015, Brandon spearheads all marketing efforts with a focus on lead generation, contributing to new business growth. Brandon oversees all outbound marketing campaigns, product marketing efforts, the digital marketing strategy (e.g. podcasting, video, website management & SEO, blogging, content creation, social media, pay-per-click advertising), events management, sponsorships, and public relations. Brandon is heavily involved in other company initiatives as well. He has contributed to the Xenium Culture Integration & Team Enhancement (XCITE) committee for six years and has sat on the Stoller Group wellness committee for three years.

Brandon graduated from Western Oregon University with a Bachelor of Science Degree in Business Management in 2008.

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Bob Phillips
President & CEO at RW & Associates, Inc.

Bob has over 35 years of business experience in organizations that vary in size from the very large to unfunded start-ups. His combination of soft skills in the people management area and understanding of hard skills in the financial workings of a business give him a unique view of what it takes to be successful in the complex world that we live in today. Not only has he worked with organizations in the domestic U.S. market but has also managed staff and major change management projects internationally. His international work has been conducted in Europe, APAC, Canada and Australia.

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Marty Mooney
Principal with Muirlands Capital

Marty is a private equity professional who also has experience working inside small- and medium-sized businesses in a wide variety of industries. He has led M&A processes and also helped CEOs create and drive strategies. In addition to closing private equity deals, he has raised debt and equity financing, built financial packages and financial models, worked as an interim CFO, and has helped start businesses.

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Peter Adams
CEO at Lighthouse Information Systems, Inc.

Peter Adams is Founder & CEO of Lighthouse, having launched the firm 35 years ago while working as a deployment specialist in the health care information systems arena. In a moment of epiphany, he realized that the primary goals of his complex projects were not to make some new IT technology work, but rather to make the client’s business wildly successful. It was then he conceived the Lighthouse approach to consulting – an approach that, while it maintains a strong component of IT, is dedicated to the primacy of achieving the client’s ultimate business objectives.

Peter is a graduate of UC Santa Cruz in Biology and Chemistry and of Oxford University’s Advanced Management Program (AMP). He is a sailor, a Coxswain in the Coast Guard Auxiliary and a Black Belt martial arts instructor.

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Manoj Garg
CEO and Consulting Chief Information Officer

Manoj Garg is the Founder and Managing Partner of Virtual Information Executives, a consulting firm that specializes in helping clients achieve breakthrough business results through IT leadership. Manoj brings over thirty years of senior executive leadership skills and technology management experience with domestic and international operations to VIE’s clients.

Manoj’s Information Technology (IT) experience covers a broad array of skills, including Large Scale Technology Infrastructure Management, Outsourcing Management, Information Security Management, Program Management and Enterprise Resource Planning. Manoj served as the Founding CIO at WebEx Communications.

He holds an MBA in Finance from University of Rochester and an MS in Computer Science from University of Pittsburgh. He also enjoys angel investing, assisting non-profits, teaching, playing music and spending time with his wife and three children.

Don’t miss Manoj’s course:

Information Technology: A Case Study on Key Information Technology Themes and More

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Contributed by John Cochran
President - Executive Forum

John Cochran, President of Executive Forum, has helped thousands of people in the Pacific Northwest build the skills needed to function as successful leaders at every leadership stage, from the frontline to the C-suite. As a CEO, corporate director and entrepreneur at several start-ups, John has personally experienced the issues and challenges facing companies today. His decades in business management convinced him of the key role leadership development plays in building and leading successful organizations.

Working in a variety of business sectors, John honed his own leadership skills as he led companies through mergers and successfully addressed productivity challenges in both domestic and international settings. John is an active participant in the community, supporting local development organizations and lending his leadership and team-building skills to his church and to youth athletic programs.

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Nick Warren
Vice President at Parker, Smith & Feek

Nick was born and raised in Vancouver, WA, graduating from Mountain View High School and attended the University of Washington in Seattle.

Nick has worked in Seattle, New York, and Portland for a variety of clients and industries throughout his 14 year career in the risk management and insurance industry. He moved to Parker, Smith & Feek (PS&F) in August of 2016 to focus on helping Pacific Northwest companies manage their commercial insurance and employee benefits programs.

Founded in 1937, PS&F focuses on helping Pacific Northwest organizations obtain customized solutions with the goal of optimizing insurance coverages for the lowest total cost of risk. PS&F has more than 200 associates dedicated to commercial insurance, employee benefits, safety/loss control, surety, workers compensation, and claims management. We place over $450 million in policy premiums annually and are ranked as one of the Top 100 U.S. Insurance Brokers.

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Craig Vagt
Partner Emeritus Talbot, Korvola & Warwick, LLP

Over 30 years of experience in the tax area working with companies of all sizes to enhance their financial position.

Specialties: Tax with a focus on corporations, partnerships and individual matters. Extensive work in structuring acquisitions and sales of businesses.

Experience with most industries.

Past managing partner at TKW.

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TJ Romano
Founding Partner at Kolitch Romano LLP

I am an intellectual property attorney. I represent a varied group of domestic and international clients on patent, trademark, technological trade secret and copyright matters. I’ve also spent time working in Europe to gain a better understanding of European intellectual property laws and business marketing.

Before I entered into the legal industry, I worked in strategy and consulting for the pharmaceutical, biotechnology, and medical-device industries. This experience helps me offer my clients a holistic perspective on their business objectives.

I am a regular presenter at the Oregon State Bar. Past subjects have included “International Trademark Protection using the Madrid Protocol”, “Fundamentals of Intellectual Property Law” and “Patent Law Updates on the Invalidity and Inequitable Conduct Standards.”

I’m also known as T.J. Romano and Thomas Romano.

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Andrew Lee
VP of Finance at RealWear,Inc

Andrew Lee is the VP of Finance at RealWear,Inc, delivering safer, faster, smarter work - hands-free. Throughout his career, Lee has led and defined foreign currency hedging strategies, third-party logistics strategy, and completed several successful rounds of debt financing. He has also led two major ERP implementations. After starting his career in audit and obtaining his CPA license, Lee was hired by a screen printing equipment and supply company as Controller, before being promoted to CFO.

Lee received his Bachelor of Business Administration, with concentrations in Finance and Accounting, from Walla Walla University, and recently completed his MBA at Washington State University. He is licensed as a CPA in the state of California.

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Dileep Kulkarni
Director at Expense Reduction Analysts

Dileep brings 25 years of corporate finance & business development executive experience to Expense Reduction Analysts (ERA). Before joining ERA, Dileep was part of Global Supply Chain, driving strategic deals. That experience is valuable in finding and extracting cash from the supply base. Dileep is on the board of the local Financial Executive International (FEI) chapter.

Dileep brings high enthusiasm, detailed analysis and creative problem solving with excellent interpersonal skills to ERA.

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Grant Jones
Investment Banker & Operations/ Finance Executive

Grant has spent the majority of his career working in or advising family-owned businesses. Most recently he was Director for a merger and acquisition advisory firm advising privately-held and family-owned businesses on strategic growth, succession, and exit planning through M&A.

Previously Grant spent over 5 years in executive positions with his family’s business, a concrete building products manufacturer and distributor. His tenure included two strategic acquisitions and ultimately leading the process to sell his family’s business.

Grant received his B.S. in Financial Economics from the University of Redlands and MBA from the Pamplin School of Business at the University of Portland.

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Erik Gillam
Partner at Aldrich CPAs + Advisors

Erik joined Aldrich (Formerly AKT) in 2004 and has spent all of his career focused on providing assurance audits, reviews and compilations to a variety of companies in the Agricultural industry. Erik has worked with many small to mid-sized companies on improving internal controls and process to improve security and efficiency.

Erik is the niche leader for Agribusiness at Aldrich. As a niche leader he has taken special interest in learning and teaching leadership skills to financial professionals.

  • Financial Beginnings, Teacher
  • National Society of Accountants for Cooperatives, Director
  • Corban University Graduate (Formerly Western Baptist College)

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Joe Connors
Vice President Relationship Banking Officer

As an experienced banker, former CPA and corporate Financial Executive, my primary purpose is to help my banking clients succeed in achieving their desired personal and business outcomes. Experienced in supporting client businesses in manufacturing, distribution, construction, and professional services.

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Robert Baker
Operations Manager at Bagcraft

Robert is currently the Operations Manager at Novolex, Inc. and is responsible for the Bagcraft – Vancouver manufacturing and supply chain operations. Bagcraft produces food service and industrial papers.

From 2006-2013 Robert was the Factory Manager at the Tetra Pak facility in Vancouver, Washington

U of O (Oklahoma) undergrad U of O (Oregon) MBA

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Andrea Jones
Andrea Jones Consulting

“AJC aligns strategy to execution to help companies increase revenue. We utilize good process in accomplishing this goal, and inspire you to disrupt your industry! Clients range from start-ups to established firms to companies preparing for transition. Favorite word in the English language? “DONE.“

Three Phase 12-Week “SAE” Process: 1. Strategy - 4 Weeks: Data Analysis, Articulate Strategy, Define Execution Initiatives, Metrics, Owners 2. Align - 4 Weeks: Create Implementation Plans with Accountable Teams for Alignment 3. Execute- 4 Weeks: Begin Execution to plan with Teams, regular accountability, and guided transition to internal owners” (Optional: 3-6 Months of ongoing Project Management Support)

Tools Used: Operational, Financial, Organizational Health Data Review, Strategy Deployment Matrix, Prioritization Matrix, Implementation Plans, Standard Meeting Agendas, Meeting Minutes, Decision Logs, Action Trackers, Parking Lot Lists

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John Lafferty
Founder and President at Lafferty, Inc.

John Y. Lafferty, founder and president of Lafferty, Inc., boasts 40 years of experience in financial management, with outstanding educational credentials and broad business experience. He has served as auditor, controller, treasurer, CFO, and COO for companies in the hospitality, real estate, construction, and finance industries, and as a senior-level business advisor, financial consultant, and trainer to emerging-growth companies in high technology, e-commerce, direct mail, manufacturing, and other flourishing fields.

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Tiffany Couch
Acuity Forensics

Tiffany Couch is Principal at Acuity Forensics, a Pacific Northwest forensic accounting firm with a national presence. She has more than 20 years of experience in the field of accounting with the last 13 years focused completely on forensic accounting related engagements. Her expertise is in matters involving fraud investigation, forensic accounting, contract and regulatory compliance, internal control risk assessment, and complex litigation. Professional background and experience includes audit, tax, and business consulting services for government entities and privately held business entities in a range of industries.

She has provided expertise as a source to the New York Times, Forbes, CNBC, NPR, Wall Street Journal and First Business News. She is also a regular contributor to Fraud Magazine and the Vancouver Business Journal and has been interviewed for KING 5-TV in Seattle, iHeartRadio and KGW-TV in Portland, and News Talk in Alberta, Canada. Ms. Couch is the winner of the 2014 James R. Baker Speaker of the Year, presented by the Association of Certified Fraud Examiners (ACFE) to honor an individual who has demonstrated the true spirit of leadership in communication, presentation and quality instruction. She also serves as a faculty member for the ACFE. With almost 75,000 members worldwide, the ACFE is the world’s largest anti-fraud organization and the premier provider of anti-fraud training and education.

Tiffany Couch is the author of The Thief in Your Company, available at Amazon.com, BarnesandNoble.com, and HudsonBooksellers.com.

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Stanford University
Graduate School of Business

Thank you Stanford’s Graduate School of Business for allowing CFO.University to use materials from your Corporate Governance Research Initiative.

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Jeanne Enders
endersgroup

Jeanne is on the management faculty at Portland State University. She uses her expertise to help students and leaders explore the relationship between their roles as business people and their hopes to live meaningful and happy lives.

Jeanne also teaches in the healthcare MBA, a joint project between OHSU and PSU, to grow leadership in the healthcare industry.

Jeanne completed her doctoral degree in social and organizational psychology from the University of Chicago.

Jeanne’s past research has shown the effects of high quality relationships between managers and their work teams in the food industry.

In one consulting project, Jeanne worked with the retail grocery industry on mindset shift to change behavior in energy conservation.

The result was a Better Bricks Award for the local grocery chain.

She has provided strategic planning services for clients like Clark County Health Services and the regional group of the National Association of College Bookstores and serves on various non-profit boards.

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Albrecht Enders
endersgroup

Albrecht has twenty-three years experience in innovation leadership in medical industries. His depth of knowledge helps others to get to that innovation sweet spot which drives business success.
Albrecht has created market-defining product families at Siemens and A-dec.

At Siemens Medical Solutions, Albrecht led innovation resulting in platform reinvention that allowed the medical division to regain its #1 market position in less than two years.

At A-dec, Inc. as Vice President of Product Development, Albrecht implemented a development infrastructure that bridged the culture of a founder/entrepreneur to the future. His work at A-dec resulted in a new product line that has become the premier product line in the dental industry.

Today Albrecht teaches and consults with a number of organizations looking for the tools and momentum to innovate and grow their market share.

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Jim Grew
The Grew Company

Since 1993, Jim Grew has been assisting mid-size organizations to improve effectiveness and performance, delivering these building blocks for success:

Strategic company plans that inform daily operations
Goals-driven team cultures that hang on to improvements
Effective Key Executive Teams
Systematic process improvement
Consistent sustained performance growth

Jim, a Stanford MBA works closely with you and your key executives to give you a competitive edge. Together you will:

Clarify current problems and opportunities company-wide
Build an improvement plan that the business can afford
Mentor your executives to assure execution of the plan

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Steve Rosvold
KRM Business Solutions

Innovative and responsible financial leadership is critical to any successful business. Whether the goal is to grow exponentially or achieve stable profitability, this core function needs to be handled with intelligence, skill, and unwavering commitment. Steve has honed his ability to drive change, improve profitability, and ensure long-term financial health for businesses.

He founded KRM Business Solutions in 2004 to assist Pacific Northwest companies in developing the knowledge, processes, systems, and tools they need for success.

Steve began his professional career with Cargill and moved into leadership roles, including the Senior Financial Officer of Cargill’s Global Energy business. In 1999 he became the Chief Financial Officer of ConAgra Malt, a global leader in the malt industry.

An Augsburg University, Minneapolis, graduate, Steve was awarded a Masters of Business Administration from the University of Chicago. He is active in the community, as Executive Director of the Southwest Washington Executive Manufacturer’s Forum and Tandem Ride Coordinator for the Washington State School for the Blind.

Steve and his wife Pat live in Vancouver, Washington. They have 3 children.

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