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Bona Allen, SVP CFO, Kajima Building & Design Group Inc.
With more than 30 years of experience in real estate development, construction, ownership, and management, Bona Allen has provided executive leadership across multiple industries and diverse business environments. He is an accomplished financial professional with an entrepreneurial spirit, drawing upon his many years of experience to provide financial and operational leadership at the highest levels. His expertise includes property types of industrial, manufacturing, hotels, office buildings, single family residential, multi-family residential, multi-use, and power generation. Mr. Allen serves as Senior Vice President & Chief Financial Officer for Kajima Building and Design, Inc., and subsidiaries (KBD Group), a subsidiary of the US operations of Kajima Corporation, one of the largest international design and construction companies globally. Kajima Corp. is based in Tokyo, Japan and has operations in 21 countries worldwide. With annual revenues averaging $400 million, KBD Group is a fully integrated Design-Build firm providing a turn-key solution to its many US and international clients. Over the last 5 years KBD Group has designed and constructed over $1.5B of projects in the US. This includes numerous $100M+ major manufacturing projects that have provided thousands of jobs throughout the US. In addition, KBD Group has completed over 200 industrial warehouse projects in the last 5 years totaling over 45M square feet of space. Mr. Allen is also active in the community, serving as a Co-Chair of the Atlanta chapter of the CFO Leadership Council; as the Chair of the Alcohol License Review Board for the City of Dunwoody, GA, as well as other industry and community roles. |
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Mindy Barker, Owner, Barker Associates, Keynote Speaker, Author, Pitching to Win: Strategies for Success
Mindy Barker is CEO of Barker Associates, a financial strategist and a frequent guest speaker to up-and-coming entrepreneurs, experienced CEOs and CFOs, and nonprofit leaders. As a financial strategist, Mindy works with her clients to develop positive cash flow and increase company value. Together they uncover areas to drive out waste in financial reporting, replacing it with dashboards to alert management to key organizational metrics to guide critical decisions. Combining her deep financial knowledge and experience with her gift for storytelling, Mindy brings business finance alive in her presentations. Attendees to all of Mindy’s presentations gain practical tools and advice they can immediately use. Mindy’s most recent book, Pitching to Win: Strategies for Success, helps entrepreneurs and established business leaders alike understand the process of raising capital. Barker Associates, based in Jacksonville, Florida, is among the top financial strategy consulting firms in the Southeast. Mindy proudly serves clients as a part-time CFO and financial consultant. She is licensed as a CPA in Florida and North Carolina. |
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Jonathan Bigham, COO, COFFEE Labs
Bio coming soon. |
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Michael Bayer, CFO, Wasabi Technologies
Michael Bayer has more than 20 years of expertise as an executive in finance, operations, technology and business development primarily for venture- and PE-backed technology companies. He currently serves as Chief Financial Officer for Wasabi Technologies, a provider of high performance cloud storage, and he was recently honored as a Boston Business Journal CFO of the Year. Michael’s past experience includes CFO roles at organizations including ecommerce innovator MotherNature.com, where he managed the firm's IPO; optical networking company LightChip and storage appliance vendor Revivio, where he managed their acquisitions; iZotope, a provider of software and solutions for the audio industry; and a number of other companies across a wide array of technologies including software, mobile, ecommerce, healthcare information and cleantech. Bayer also co-founded RPM Communications, where he led the launch of a 100,000-user mobile social network. He began his career as a financial and investment consultant at BDO Seidman, and he also served in financial management roles at Avery Dennison. Currently, Michael is a member of the Steering Committee for The CFO Leadership Council, where he chaired the 2014 CFO Technology Conference. In the past, he was also a Clean Energy Fellow with the New England Clean Energy Council. A chartered financial analyst (CFA), Michael holds an MBA from Cornell University, where he was an Albert Fried, Jr. Fellow and a Bachelor of Science from Babson College. He also studied Computer Science and Economics at Brandeis University. |
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Joseph Falcao, CFO, Thrasio
Joe Falcao is an accomplished executive, having served as a senior financial leader in several businesses over the last 20 years.Recognized as a strategic partner who delivers results in fast-paced organizations at different stages of their life cycle: start-up’s, high-growth and turnaround.Joe was exposed to several complex industries and business models. He began his career with global chemical company – Solvay. It was there that he first developed his passion for understanding and enhancing business value though detailed analysis and a defining path towards execution.Later, Joe was hired by Cabot Corporation (Boston, MA). With Cabot, Joe had ex-pat assignments in Brazil, Malaysia and Belgium.In Boston, Joe was able to work for well-known Boston and US based companies across industries and business models:Global Companies: Cabot Corp (Chemical), Dunkin Brands; Invensys (Technology) ; andMiddle Market Companies: iBasis (Technology); McCue Corporation; Microline Surgical and JSI Store Fixture (Manufacturing; Private Equity Backed).Joe is an active member of four non-profits: a. Board of Directors of MIT CFO Summit (10 years), b. CFO Leadership Council (7 years), c. St. John's Seminary (3 years); d. IERG (International Executive Resource Group) – 7 years. |
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John Gimpert, Chicago Area Director, National Program Chair, The CFO Leadership Council
John is a seasoned executive consultant with over 35 years of experience in advising finance executives and Boards to heighten the effectiveness of their leadership capabilities, financial operations and governance structures. He brings integrity-based, interpersonal skills to objectively seek the art of the possible while generating a balanced sense of urgency. John is a Director with the CFO Leadership Council, the leading organization for senior financial leaders. This group provides professional development and peer-to-peer networking for CFOs across over 27 chapters. In this role he is responsible for helping to shape the educational content of the programs of The CFO Leadership Council. His prior experience includes over 34 years of experience at Deloitte. At Deloitte he was a Partner and National Leader, Finance Transformation. He also served in a leadership role within Deloitte's CFO Center of Excellence. The Center's objective is to provide Finance executives leading financial management points of view. In this role, he developed a leading edge approach to assist new CFOs to on-board successfully to their role. He also was an accredited instructor at Deloitte University. His functional experience includes: finance strategy and operations, financial reporting improvement, corporate governance and compliance, post-merger integration and IPO readiness. From a Talent and People perspective, he has led large cross-functional and diverse teams, and am experienced at leadership coaching and team development. John received his BBA in Accounting and his MBA in Finance from Wayne State University. |
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Ken Goldman, President, Hillspire, LLC, Former CFO, Yahoo! & Trustee, Cornell University
Mr Goldman is the current President of Hillspire, a family office management company, responsible for financial and administrative functions, along with real estate, aviation and maritime activities. Mr. Goldman is the former chief financial officer of Yahoo!, Inc responsible for Yahoo!’s global finance functions including financial planning and analysis, controllership, tax, treasury and investor relations since October 2012. Prior to that, Mr. Goldman served as senior vice president, finance and administration, and chief financial officer of Fortinet, Inc, a provider of unified threat management solutions, from September 2007 to September 2012. From November 2006 to August 2007, Mr. Goldman served as executive vice president and chief financial officer of Dexterra, Inc. From August 2000 until March 2006, Mr. Goldman served as senior vice president, finance and administration, and chief financial officer of Siebel Systems, Inc. During a professional career spanning over forty years, Mr. Goldman has served as CFO of multiple public and private companies and as CFO has helped take three companies public. In addition Mr. Goldman’s experience includes board director, audit committee chairman and financial advisory roles at more than 40 corporate boards, of which over 10 have gone public while he was a board member. Mr. Goldman also currently serves on the board of directors of NXP Semiconductor, Trinet, RingCentral, Zuora, GoPro, Inc. and the SASB Foundation; and other non-profit boards such as Lucile Packard Children's Hospital Foundation Board and the RFK Human Rights Board. In 2017, the Jewish Heritage Commission of the United States presented the Kind David Award to Mr. Goldman recognizing his contributions to American society and Jewish heritage as a leader of exceptional impact. Mr. Goldman was a member of the Board of Trustees of Cornell University from 2005 to 2013 and was subsequently designated as Emeritus Trustee; and is currently on the Harvard Business School California Research Center Advisory Board. Mr. Goldman was appointed in January 2015 to a three-year term to the Public Company Accounting Oversight Board’s (PCAOB’s) Standing Advisory Group (SAG), an organization that provides advice on the need to formulate new accounting standards or change existing standards. He was a member of the Treasury Advisory Committee on the Auditing Profession over the years 2007-2008, a public committee that made recommendations to encourage a more sustainable auditing profession. From December 1999 to December 2003, Mr. Goldman served on the Financial Accounting Standards Advisory Council (FASAC). Mr. Goldman holds a B.S. in Electrical Engineering from Cornell University and an M.B.A. from the Harvard Business School. |
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Jennifer Langley, Southeast Regional Director, National Conference Chair, The CFO Leadership Council
Jennifer launched the Southeast Region for The CFO Leadership Council including establishing Chapters in Atlanta, Jacksonville, Charlotte, Nashville, and South Florida, and she is leading the association’s expansion into other Southeastern cities. With her seasoned team of marketing and event professionals, she manages the membership growth of the Southeast, produces high-level educational programs for CFOs, invites and coordinates speakers, secures and retains corporate sponsors, manages local board members/meetings, and manages marketing, communications, online presence, and social media for the Southeast. With her vast background in conference planning, team management, board development, and intrinsic knowledge of CFO education though her work with CFOLC, Jennifer was selected to Chair the 2019 and 2020 CFO WEEK initiative with management and oversight of the two-day CFO Leadership Conference and MIT Sloan CFO Accelerator - a joint collaboration with MIT Sloan School of Management. Jennifer launched her company, JL Events & Association Management based in Atlanta, GA over 20 years ago with a focus on association management for member organizations and corporate event / conference planning. She has produced events featuring President Jimmy Carter, First Lady of the United States, Mrs. Rosalynn Carter, Governor Nathan Deal, Rep. Stacey Abrams, Atlanta Mayor Keisha Lance Bottoms, Dan Cathy, the late Charles Krauthammer, and numerous other corporate and government dignitaries. Notable association clients have included Association for Corporate Growth (ACG), National Association of Corporate Directors (NACD), International Women’s Forum (IWF), The CFO Leadership Council (CFOLC), Georgia Asian Pacific Bar Association (GAPABA), International Women's Forum (IWF Georgia) as well as many other distinguished non-profit and corporate clients. Jennifer graduated in 1991 with a BBA in Risk Management from the Terry College of Business at the University of Georgia and began her career as Communications and Crisis Manager for The Coca-Cola Company. |
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Kevin Liederbach, Former CFO, Ford Direct
Mr. Liederbach is the former CFO of Ford Direct where his key areas of responsibilities included: strategic planning, budgeting, forecasting, FP&A, accounting, pricing and product program analysis, taxes, insurance, purchasing, employee compensation costs, 401K program oversight, and internal control. He launched new ERP (NetSuites) one time and under budget in first year of operations, re-engineered financial reporting practices to focus on product line profitability, and launched artificial intelligence (AI) applications in payables processing and travel expense reporting. Mr. Liederback retired from Ford in September 2017 -- but remained in his present capacity as CFO via an agency relationship through V2Soft through July 2019. Prior to this role, he was the Interim CFO of Ford Sollers Holding LLC, Director of Corporate Development and Director of Corporate Business Development for Ford Motor Company, and VP Finance/Treasurer of Ford Motor Land Development. Mr. Liederbach holds a B.S. in Accounting from Miami University and an M.B.A. from the University of Michigan. |
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Greg Olney, CFO, Glazing Concepts, Inc.
Greg Olney is a business and management professional with over 30 years in management of Finance, Operations, Client Service, Project Management, and IT with companies ranging from multi-million dollars to multi-billion dollars. He has consulted with large and small businesses to create new departments, improve service, develop people, and “projectize” organizations. Greg lives in the Southern California area and utilizes his time with his wife and children while doing volunteer work. He also holds his Bachelor of Science degree in Finance, Real Estate, and Law from the California State University, Long Beach. In the past, he has attained his CPP and insurance licenses. He has expertise in developing people through programs involving Project Management, Leadership, Business Motivation, and industry-centric areas. He has authored books centered around change management - The Transition Game, Commitment to Change, Why Change Fails, and TheRestoration Process. All of these books describe the model he built about the transitional movement from the status quo to each person’s and organization’s commitment to change. Greg founded a business called GONATELLE, a consulting company, which focuses on Needs Assessment and Transition to the next Echelon while understanding Lessons Learned and Executing solutions. He lives out his purpose and has done presentations for people ranging from prisoners to presidents. His purpose is to affect change in others so that they can do great things. |
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Stuart Pasternak, CPA, CA, CFO, GreenSpace Brands and Toronto Chapter Director, CFOLC
Stuart Pasternak is a CPA, CA with a passion for improving processes and profitability. A team-oriented financial executive with over 30 years of experience, he has tackled and resolved a diversity of complex issues in fast-paced, dynamic environments. Stuart has a multi-disciplined background in finance and leadership. This includes strategic management, accounting tax and financial reporting, treasury and risk management, project management, M&A and human capital. During his career, Stuart’s roles have spanned from CFO for both publicly listed and private corporations, Vice-President – Business Development to General Manager. As a financial expert testified at the Canadian International Trade Tribunal, defended corporations on various tax matters with Canadian Revenue Agency and the Department of Justice, negotiated with financial institutions and government agencies, and implemented business process automation, best practices, dashboards, ERP systems and improved internal controls. Outside the office, Stuart enjoys music, sports and spending time with his family. Based out of Vaughan, Stuart services the Greater Toronto, Canada Area. |
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Ken Richard, CFO & Director of Asset Management, Ferris Development Group LLC
Ken Richard is a financial and strategic business executive with broad experience in the real estate investment, development and management industry and the institutional financial services business. Ken has strong capabilities in expanding revenue, raising debt and equity capital, managing operations, negotiating and closing complex deals, and implementing financial systems. His notable accomplishments include a successful initial public offering, (IPO), numerous asset and portfolio acquisitions and dispositions, the raising of over $2B of private and public equity capital and structured mortgage debt. Ken is an entrepreneur, at heart, and partners successfully with the CEO and the board of directors in the formulation and execution of overall strategy and corporate leadership. He is known for developing high performing teams and for getting results through effective communication with all constituencies including investors, consultants, strategic venture partners, and staff. Ken's early business career included Manager and Senior audit positions with PriceWaterhouse and Arthur Andersen where he earned his CPA designation. Ken earned a Bachelor degree in Business Administration from Northeastern University, where he remains active in a mentorship program for the D'Amore-McKim School of Business and he has served as a panel judge for an annual intercollegiate business case competition. Ken is an avid golfer and amateur photographer and enjoys travel with family and friends. |
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Dave Sackett, CFO, ULVAC Technologies Inc.
Dave Sackett works as the CFO for ULVAC Technologies, Inc. ULVAC is a Japanese-owned, private company that manufactures and distributes semiconductor and vacuum technology equipment. ULVAC makes capital equipment to support new technology. Dave is an active member in many networking groups, including the CFO Leadership Council. Dave reads, publishes and contributes to reports on future technology trends in his role at ULVAC and manages the Information Technology function. He travels across the USA on a committee to investigate new technology applications at famous companies. He speaks at conferences and events on the 4th Industrial Revolution technologies and uses AI to help gather current information on speaking topics. |
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Jane Sidler, CFO, Accelerated Claims Inc.
Jane Sidler joined Accelerated Claims, Inc. (ACI) in February 2016 as the Director of Finance and was quickly promoted to Chief Financial Officer. She currently manages the role of both CFO and CIO because of her previous experience in the financial and data software industry. Accelerated Claims is a fast-growing fortune 5000 organization that continues to experience 50% growth year over year, while decreasing debt by 10%. Prior to joining ACI, Jane gained experience in SAP operations and financial software consultation. As a member of the operations team for SAP North America, she managed the territorial organization, handled data integration for all SAP mergers and acquisitions, and played an integral part in rolling out new products. In her time as a financial software consultant, she built data and reporting processes to assist in forecasting and budgeting for companies such as Panasonic, Nextera Energy, and Cintas. In her time at ACI, Jane has applied her financial and technical expertise to establish strict controls at the company to better manage and maintain ACI’s financial integrity, while implementing a budgeting and forecasting process to allow for more visibility that ensured better decision making. Her ability to understand both technical and financial aspects of an organization plays a pivotal role in steering the company to greater innovation and efficiency and allowing ACI to maintain a healthy profit in a competitive industry. Jane obtained both her bachelor’s degree in Project Management and her MBA at Liberty University. In her personal time, Jane spends time with her family engaging in activities like traveling to new and familiar places, enjoying the outdoors while camping, and tailgating in Athens as she and her family cheer on the Georgia Bulldogs. |
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Dave Siewers, Interim CFO, Seer Biosciences Inc.
David is currently working as an interim CFO for a startup biotech company located in South San Francisco. Prior to that, and for the period of 2009-2017, David was the CFO of Selecta Biosciences located in Waltham, MA. AS CFO, David successfully guided the company through an IPO in 2016 and subsequently retired in late 2017 but remained as a consultant for Selecta through 2018. David previously built his own successful finance and operations consulting company providing strategic guidance and tactical implementation of accounting systems, management and regulatory reporting, internal controls, profitability and cost analysis in an extensive array of clients ranging from startups to mid-level companies. David is an expert in change management through reengineering and restructuring, cost efficiency, analytical problem solving, and financial systems design and implementation. He has also contributed to raising in excess of $275MM as the initial funding or for the expansion funding of several of his clients. Prior to creating his own consulting company, David spent 20 years in the financial services arena as CFO/SVP of Fleet Services Corporation (loan, deposit and technology operations), and the $50B Trust and Advisory Division of Fleet Financial Group. This was followed by a tenure at Putnam Investments as the SVP/CAO of the Information Services Division. David received his CPA in 1978 while working at KPMG. |
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Shane Ward, CFO, CTI Towers Inc.
Shane joined CTI in 2016 bringing over 18 years of diverse accounting and finance experience in the financial services and tower industries. Before joining CTI, Shane was Director of Corporate Accounting for American Tower Corporation, where he managed the domestic and international accounting teams and consolidated reporting. During his tenure at American Tower, Shane led the finance team through several large acquisitions and finance transactions. Shane also held finance director positions at Sun Life Financial and Manulife Financial and served as the Controller of Destiny Health. Shane is a Chartered Accountant CA(SA) and a graduate of the University of South Africa. |
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Ken Wright, CFO, Interstate Contract Cleaning
Mr. Wright is the CFO of Interstate Contract Cleaning Services, a privately-owned company founded in 1996 in Charlotte, North Carolina providing quality janitorial services for commercial office, medical and manufacturing facilities. ICCS is a family owned corporation with branch operations in North and South Carolina offering commercial office, medical office, industrial, carpet, green and institutional cleaning services. ICCS offers other special services such as construction clean-ups, pressure washing, biohazard/emergency clean-ups, floor care, and upholstery cleaning. ICCS employs over 1,500 individuals companywide. |
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Jean Zick, Partner and Co-Founder, Juna Financial
Jean leverages her CFO experience and analytical skills, Jean helps clients ensure that their financial strategies fully support their business goals. She combines technical knowledge and business acumen to develop innovative solutions that meet her clients’ accounting and finance needs. Jean’s diverse skill set includes: implementing systems, evaluating work flow and improving processes, performing financial reporting and analysis, budgeting, managing cash flows, forecasting, and creating and evaluating internal controls. Jean served as the chief financial officer at Michel Associates, Ltd., a tax credit syndicator. Her experience also includes a variety of treasury, financial analyst, and audit roles at Putnam Investments, BankBoston, Lechmere, and KPMG. As a Steering Committee member of the CFO Leadership Council, she develops educational programming for finance professionals. Jean holds a Bachelor of Business Administration degree from the University of Michigan Ross School of Business. She is a licensed CPA, Certified Global Management Accountant, and a QuickBooks ProAdvisor. |
