CFO Associates

Kevin Briscoe

Kevin Briscoe Résumé
Kevin Briscoe's professional career spans over 20 years in finance, accounting, and operations in publicly traded corporate and small closely held settings. Kevin excels in financial analyses and accounting operations, implementing internal controls, and creating and implementing organizational systems. He has held ownership and management positions, demonstrating an outstanding ability to provide effective leadership in increasing profitable growth throughout his career.

Kevin was a Principal, COO, and VP Finance for Pacific Lighting, helping drive their growth from $30 to $70 million. He served as a financial member of South End Equities, where he was responsible for the purchase and management of over $6 million of commercial real estate. Prior experience includes roles as VP Finance and Operations for Workforce Technologies and Director of Accounting for SYSCO Food Services of Seattle.

Kevin earned a Bachelor of Business Administration degree in Accounting from Gonzaga University. He has served as a past Board member of the Electric League of the Pacific Northwest Charitable Foundation, as Co-Chair for the American Cancer Society 'Race for a Cure' benefiting Breast Cancer research, and also coaches softball in Kent, where he lives with his wife and four children.

Lori A. Burge

Lori Burge Résumé
Lori Burge has more than 25 years of private and public company experience as a CFO/Controller, Director of Finance, Strategic Business Analyst, and Operations Manager. Lori was a founder and principal of SGR consulting, which provided general, tax, financial, and other management services to diverse business entities throughout the Pacific Northwest, including Coinstar, Meydenbauer Bay Marina, Trident Seafood, and Central Oregon Cellular. Her industry experience spans more than two decades in services, distribution, manufacturing, telecommunications, venture capital, and public accounting. Lori has held positions as an advisor at Acorn Ventures, Inc., a senior Tax Accountant at Clark Nuber & Co., and Controller/VP Finance for Parrish, Inc. and Northwestern Paper Box.

Lori received her Master of Professional Accounting in Tax/Finance from the University of Washington, and her Bachelor of Science in Accounting from California State University-Northridge. She is a CPA (inactive) and has served on the board of Youth Eastside Services.

Craig Dickison

Craig Dickison Résumé
Craig spent 15 years at the international accounting firm Deloitte. While there, his specializations included the SEC, technology, manufacturing, health care, and not-for-profit industries. He assisted clients with a variety of challenging business issues including IPOs, bond offerings, mergers and acquisitions, auditing, and reporting matters. Since his departure, he has served as Chief Financial Officer of Tri-Film Productions, one of the largest Northwest-based media production companies.  He is also interim CFO at the U.S. regional office of Hamilton Jet, Inc.

Craig is a CPA licensed in the State of Washington, and holds a BA in Accounting from Washington State University.

Judy K. Egger

Judy K. Egger Résumé
Judy Egger has more than 25 years of private company experience as a CFO/Controller, Director of Operations, Strategic Business Analyst, and Systems Administrator in Service, Wholesale/Distribution and Manufacturing Environments. She has a keen understanding of the relationship between business processes and software systems,  and  has analyzed companies' system functionality to improve efficiency and allow for scaled growth. Her systems experience includes SAP, Oracle, MAS90, Peachtree, and Quickbooks as well as other ERP and accounting software.

Judy has worked with large corporations including Panasonic, Philips Medical, and Microsoft as well as small to middle market companies such as Brooks Sports, Grid Networks, Twisted Pair Solutions, and Lab Connect.  As a consultant with CFO Selections, she has experience across multiple industries including construction, software development, travel agencies, product distribution – apparel, footwear, fuel, food production,  and service.

Judy is a licensed CPA in the State of Washington and is a graduate of Central Washington University.  She is also active in her community as a volunteer with Homeward Pet in Woodinville.

Anne Fitelson

Anne Fitelson Résumé
Anne joins CFO Selections with deep experience in senior level finance and accounting roles as a Corporate Controller, Director of Accounting, and CFO. She has a broad base of experience in financial operations and controls, human resources, risk management, and tax compliance. Anne joined start-up Sirius Maritime LLC upon formation and over the next six years help lead its growth from start-up to over $25 million in revenues and $45 million in assets as CFO.

Prior to Sirius, Anne was with Sea Coast Towing, Inc. where as CFO she was responsible for all financial aspects of the company. While at Sea Coast, Anne was responsible for researching an accounting system to allow the company to grow to the next level.  Anne's hands-on approach was vital during installation and implementation to ensure that the new system would provide the necessary results and that all historical data was accurately entered.

She received a dual degree in Business Administration and Accounting from Central Washington University, and is a licensed Notary and CPA and a member of the Washington Society of Certified Public Accountants. She lives in Seattle with her husband and two children.

Dennis Hebert

Dennis Hebert Résumé
Dennis joins CFO Selections as an enthusiastic and effective senior finance professional with experience in a variety of industries and company stages, ranging from start-up to well-established.  He has over 30 years of experience in finance, accounting, operations, planning and analysis, new ventures, and mergers and acquisitions.  Thriving in dynamic and unstructured environments, he enjoys bringing "order to chaos", and describes himself as a visionary who likes to help others succeed. 

Most recently, Dennis established the local office of a national consulting firm, where he helped clients acquire small and medium-size companies.  Dennis spent 14 years at Continental Mills, where he held various titles including Director of Finance.  While there, he managed all facets of finance, accounting, product costing, and financial planning and analysis.  He created state-of-the-art financial reporting and analysis, implemented company-wide Activity Based Costing (ABC) methodologies, orchestrated several acquisitions, and co-managed a manufacturing plant. At numerous other companies, Dennis acquired extensive experience with forecasting and budgeting, cash management, turnarounds, and funding, including venture capital. 

He holds an MBA from the University of Washington, and a BSc in Business Economics and Chemistry from the University of California, Riverside.  Dennis is a past president of both The Executive Network of Seattle and Sammamish Toastmasters.

Bruce Holdren

Bruce Holdren Résumé
Bruce is a results-oriented, top-level executive with more than 25 years of financial, operational, and administrative experience over an extensive range of industries.

Bruce's professional career has included CFO roles with Applied Precision, CVS.com, and Walt's Radiator & Muffler, Inc.  Prior experience included Director of Finance for Nintendo of America Inc., Director of Planning and Analysis at Seattle Holdings/Northern Automotive/ Schucks Auto Supply, and Vice President/Finance of Northern Schucks Auto Supply.  He  began his career as a Senior Accountant and CPA for Price Waterhouse & Company.

Bruce is a licensed CPA in the State of Washington and earned his Bachelor of Arts, Business Administration degree from the University of Washington.

Roger Johnson

Roger Johnson Résumé
Roger has more than 30 years of private and public company experience as CFO, VP of Finance, Controller, and Director of Finance and Administration. His industry background spans manufacturing, distribution, supply chain, and financial services industries. Roger has over 20 years of extensive international experience in Asia and Pacific Rim countries, and  was an expert Foreign Lecturer in the Peoples Republic of China for the Central Institute on Finance.

Roger received his accounting degree from the University of Illinois and an MBA from Pepperdine University.  He is a CPA and recently returned to Washington  from his overseas career.

Andrea Lester

 Andrea Lester Résumé
Andrea Lester joins CFO Selections with 20 years of  broad experience as an accounting professional in startups and growth stage companies in the high-tech, service, and wireless industries.

She began her career as an auditor with Arthur Andersen, and spent four years at McCaw Cellular as a senior accountant.  She started her own consulting practice, providing businesses with general accounting services, system conversion and setup, financial statement preparation and review, and business tax preparation.  At InfoMove, she worked with a team to establish the accounting department and was responsible for daily accounting activities, stock ownership records, and audit and tax work with the company's outside accounting firm.  At Clearwire Corporation, she was responsible for the successful conversion of Fixed Assets, Project Accounting and Inventory from Peachtree to Oracle Financials; she also managed the company's accounting staff and was responsible for all treasury management functions including daily USD and FX wires, monitoring cash and investment balances, and reconciliations.

Andrea is a graduate of Washington State University and is a Certified Public Accountant.   She lives in Sammamish with her husband and three sons.

Thomas S. McDowell

  Tom McDowell Résumé
Tom is a dynamic, results-driven professional with over 20 years of experience managing all aspects of accounting, financial reporting, and mergers and acquisitions for both established and start-up companies. He has spent 15 years in investment banking, and has also worked in property management, entertainment, and public accounting.

Most recently, he co-founded Windswept Capital, an investment banking firm specializing in M&A work and recapitalization for mid-market companies, where he completed transactions whose cumulative value totaled over $600 million.

Before moving to the Puget Sound area in the early 1990's, Tom served for eight years in the entertainment industry in Los Angeles, becoming Manager of Financial Reporting at 20th Century Fox, and then Assistant Controller at Orion Television where he supervised analysts and accountants responsible for $100M+ in annual production budgets. He began his career doing auditing and consulting with Arthur Young & Co.

Tom is a licensed CPA and real estate broker in the state of Washington, and holds a BS degree in Business Administration from the University of Southern California. He lives on Mercer Island.

Howard Mendelsohn

Howard Mendelsohn Résumé
Howard is  a profit-driven and detail-oriented executive with more than 20 years of progressively responsible financial leadership success in public and private manufacturing and service companies. As a consultant, he brings a proven track record of consistent achievement driving financial growth, raising millions of dollars in start-up and working capital, focusing on operational efficiencies and strategic and financial planning, spearheading company sales/acquisitions, and negotiating corporate agreements. 

Immediately prior to joining CFO Selections, he was president of Avitar Partners, where he assisted owners in reorganizing and streamlining their businesses and enhancing  profitability,  collaborated with entrepreneurs to raise working capital and other financing in the $500K to $5M range, and created financial structures and reorganizations for growth and acquisition purposes.  

Howard spent six years at Expedia in various finance and operating management positions including three years as Vice President - Finance.  While there, he developed and managed its global financial organization, including overseeing the creation of all financial systems and processes when the company was spun off from Microsoft as an independent  public company.  In addition, at Expedia he executed various technology and corporate acquisitions and instituted financial functions across multiple international locations.   At the biopharmaceutical firm ICOS, he completed a $300M joint venture, several public and private equity offerings, and negotiated corporate alliances valued at $20M - $85M. 

Howard has a BS in Business Management and Biochemistry from the University of California, and  is a Certified Management Accountant.   He is an avid private pilot and is also active with the American Red Cross.

Larry Numata

Larry Numata Résumé
Larry Numata brings 30 years of accounting and financial management experience to the CFO Selections team. He has held numerous positions as Chief Financial Officer, Controller, Director of Accounting, Corporate Secretary, and Consultant. Most recently, he was the CFO for SECO Development Inc, a mixed-use real estate development company, and he also been CFO of Computech Systems Corporation. Larry has held Controller duties at Trammell Crow Company, US WEST Paging, and the Horizon Air Group. In his role as Controller for Trammell Crow Company, Larry oversaw the accounting and financial management for over 15 million square feet of commercial real estate.

Larry graduated from the University of Washington with a Degree in Accounting and holds a CPA license in Washington. He is a member of the Washington Society of Certified Public Accountants and the American Institute of Certified Public Accountants, and has held Board positions for Atlantic Steel Center and Municipal Golf of Seattle.

Peggy O'Reilly

Peggy O'Reilly Resume
Peggy O'Reilly has more than 25 years of private and public company experience as a VP Finance and Operations, Corporate Controller, and Accounting Manager primarily in the software industry.  She is a strong financial operations executive and strategic  planner with an emphasis on early stage and start-up companies.

Peggy was VP of Finance and Operations at Attenex Corporation until their successful sale to FTI Consulting, Inc. in June 2008.  Prior to Attenex Corporation, Peggy was the Corporate Controller for Primus Knowledge Solutions, Inc. where she was integral in taking the company public, raising $52M in capital.  She has experience in mergers and acquisitions, establishing European operations,  acquiring funding, and implementing software systems.

Peggy holds a Bachelor of Science degree in Accounting from City University and is a Washington State CPA (inactive).  She has served as Board President and Secretary/Treasurer for Powerful Voices, a non-profit organization she continues to support.   She lives in Seattle with her husband where they share their time between Seattle and Winthrop enjoying cross country skiing, hiking, biking, and other outdoor activities.

Bill Palmer

 William Palmer Résumé
Bill is a proven senior level executive with strong banking, financial, accounting, and business development skills, and experience across multiple industries with extensive experience in structuring financial transactions.  At CFO Selections, he has successfully performed as acting CFO for companies in a wide range of fields, including software development, commercial real estate, construction, equipment distribution and service, and retail. 

Prior to his experience as a consulting CFO, Bill had a 23-year career in banking, during which he led groups that funded hundreds of companies in the Pacific Northwest through middle-market lending at Bank of America and US Bank.   He held executive positions as Senior Vice President (SVP) Washington Portfolio Manager, SVP and Senior Credit Products Officer, Senior Vice President and Client Manager, and Assistant Vice President, Trade and Relationship Officer. As a banking officer, he sat on several client advisory boards and represented Bank of America in the local business community.

Bill holds an MBA from Seattle University, a BBAd  from Gonzaga University, and is a graduate of the Pacific Coast Banking School.  He is involved in his community as Chair of the CFO Selections Foundation, served as Chair of the Finance and Development Committees at his church, and he has also served on the Board of Governors and as Treasurer of the Newport Yacht Club. Bill lives in Newcastle with his wife and their five children.

Nancy Prior

Nancy Prior Résumé
Nancy Prior is an experienced financial professional who has managed all aspects of accounting at both startups and established firms in multiple industries including information technology, hospitality, manufacturing, and fitness.    Prior to joining CFO Selections, she served as CFO of Mobliss Inc, NetReflector.com, and Pt Interactive.  Both as managing director of Garage.com, and as an independent venture consultant, she has worked with many companies to help them succeed in the process of getting and managing venture funding.  Nancy has had her own consulting business for many years, and has helped  business owners set up accounting procedures, implement best practices, design usable budgets and reports, and use their financial information to make good business decisions.

Nancy holds a Bachelor of Arts in Business Administration (Accounting) from the University of Washington, and is a Washington State CPA.  She lives in Lake Forest Park and enjoys motorcycles and soccer.

Dennis L. Purvine

  Dennis Purvine Résumé
Dennis Purvine is seasoned business man with more than 30 years in the trenches.  He began his business career as a CPA, giving him a thorough grounding in the internal workings of business and the opportunity to observe hundreds of companies from the inside.  This depth of experience has allowed him to see what works in business and what helps a company profit and grow.  He plied his trade in public accounting and private industry, and has had his own consulting practice since 1985.

Dennis brings two main qualities to his work.  First, financial data isn't a jumble to him; it is a coherent shape that forms a definitive picture of the status and trends within a business.  He shares this perspective with his clients, teaching them how to apply financial information to make better business decisions.  Second, he brings an enthusiasm and a true passion for business to work with him every day, to the real benefit of his clients.

Dennis has been on the board of directors of many for-profit companies.  In addition, in pursuit of a personal passion, Dennis has been a board member for several nonprofit institutions supporting music and the performing arts.  Dennis is a licensed pilot and previously owned Random Winds, a hot air balloon company, piloting tours for fun seekers.  Dennis and a fellow balloonist were the first people to fly a hot air balloon across Puget Sound.

Richard Salitra

  Richard Salitra Résumé
Richard Salitra is a senior financial executive and seasoned leader with well-rounded experience in finance, accounting operations, and general management.  He has extensive operational experience in building the finance and administrative functions to support the rapid growth of small to mid-size companies.

Prior to joining CFO Selections, Richard held senior financial positions in a variety of companies in the high tech, service, property management, and financial services industries.  Most recently, he was CFO of an early-stage service company, where he developed all revenue and business models, negotiated relationships with key service providers (banking, legal, insurance, etc.), supported equity financing activities, and designed and implemented all corporate policies and procedures, including finance and HR.

At several firms, Richard has been responsible for the implementation of accounting software systems, including PeopleSoft and Dynamics-GP.  He has also created and managed numerous initiatives to lower costs and improve operations, including improvements in cash management, collections, procurement, and financial reporting.

Richard received his MBA from Seattle University.  He also holds a BS in Accounting and Finance and a BA in Economics, both from the University of Colorado.  He is a Washington State CPA (inactive) and a CMA.

David Saporta

  David Saporta Résumé
Dave Saporta has over 30 years of experience in a wide variety of business environments.  He has served as CFO and Corporate Controller for large companies with international operations, as well as providing hands-on finance and accounting advisory skills to smaller, emerging businesses.

He began his career with Price Waterhouse where he spent nine years, including a three-year posting to the firm's Lisbon, Portugal office.  He next spent ten years with the Australian transport, security, and health care multi-national Mayne Nickless Limited, including a three-year assignment in Toronto, Canada as the VP Finance and Administration of the company's North American Transport Group.

Dave also has extensive mergers and acquisition experience gained primarily through his four years as a Director of Transaction Services with PricewaterhouseCoopers.  Since 2002, Dave has been providing temporary and interim CFO and Controller services to smaller and mid-sized companies, as well as performing contract buy-side due diligence work for private equity firms.

David is a graduate of the University of Washington, a Certified Public Accountant, and a former board member of the Washington Society of CPAs.

Carolyn Scurrell

  Carolyn Scurrell Résumé
Carolyn Scurrell joins CFO Selections with 20 years of  broad experience in managing the finance, accounting, legal, IT, and administrative functions for both start-ups and established companies.  She has worked on the audit process and S-1 preparation of several successful IPOs and has also raised $100 million dollars in private financing and venture capital.

She began her career with Arthur Anderson in Cincinnati, OH and was promoted to Audit Manager before moving to Seattle to take over the reporting and financial analysis role for Phamis, Inc.  Carolyn subsequently spent three years at Real Networks as Director of Finance before assuming the Vice President position at Viair, Inc.  Carolyn has also served as VP Finance for Cardomain Network and founded her own consulting practice, CTS Consulting, which provided CFO consulting services to the early stage and start-up community.

Carolyn is a graduate of Xavier University and is a Certified Public Accountant.

Donald Stoulil

Donald J. Stoulil Résumé
Don Stoulil is a seasoned executive with over 20 years of experience in finance and accounting. His focus is on preparing and evaluating long-range business plans, economic forecasting and modeling, and development of domestic and international joint ventures. His experience as a Vice President of Finance, Controller, and consultant fits particularly well for the operational and financial management needs of middle market businesses.

Don comes to the team after serving as President of Donlin Associates, a management consulting practice. His past assignments having included serving as VP Finance for the AAA coffee Company, Finance Manager at the Boeing Company, and senior Auditor for Peat, Marwick, Mitchell & Co. Don specializes in the implementation of established business strategy and tactics supported by underlying financial controls and procedures.

Don is a CPA who earned his Bachelors Degree in Accounting from Drake University and an MBA from the University of Oklahoma. He is a past member of his local Rotary as well as the Mercer Island Chamber of Commerce, and a former advisor to Junior Achievement.

Tim Allen

  Tim Allen Résumé
Tim Allen is a versatile operational and financial leader with over 25 years of proven success in multiple industries including manufacturing, distribution, construction, and technology.   Prior to joining CFO Selections, he was interim CFO at three companies where he managed all aspects of finance, accounting, human resources, information technology, credit, purchasing, legal, logistics and facilities. 
 
As President, COO and CFO of Laidlaw – an international, multi-site manufacturer and distributor with revenues of $100 million – Tim generated a $20 million improvement to sales and reduced product and other costs by $5.3 million through the establishment of Chinese manufacturing sources, conversion of fixed to variable costs and enhanced productivity.  He also negotiated a $6 million private/public financing partnership for one of Laidlaw's plant locations, and oversaw construction and initiation of operations at the new location.  He led a successful company-wide software conversion, and developed and executed plans for the sale of various assets and business operations of the company, generating $24 million in proceeds.

Prior to Laidlaw, Tim was the CFO of a publicly held high technology company and a senior manager in the audit division of a Big Eight public accounting firm.  During his public accounting career, Tim managed over fifteen publicly held companies, participated in more than ten IPOs raising more than $500 million and one public debt offering raising more than $50 million, and assisted clients in numerous industries, including manufacturing, distribution, construction, technology, software, real estate, banking, insurance, hospitality, healthcare, not-for-profit and government.

Tim has extensive experience in publicly held companies and privately held companies with private equity and venture capital ownership.  He also has extensive international, M & A (eight buy/sell transactions and integrations), operational and financial restructure, and liquidation experience
 
Tim holds a BS in Accounting from Arizona State University, and is an Arizona CPA.   He lives in Chandler and has been involved in the leadership of community activities including Junior Achievement, United Way, and the Childsplay Theatre.

Deborah Lynn Buck

  Deborah Lynn Buck Résumé

Deborah Lynn Buck is a seasoned financial professional with more than 20 years of experience as an accountant, controller, and CFO in the real estate, manufacturing, distribution, retail, and entertainment industries.  Throughout her career she has successfully managed accounting departments including complete responsibility for staff, accounts payable, general ledger, payroll, budgets, credit and collections, financial statement preparation, benefits administration, human resources, sales tax reporting, audits, and cash management.  She has set up accounting procedures and software systems (including Peachtree, QuickBooks, DacEasy, Macola, and Solomon) at multiple firms.
 
Deborah is both an Arizona CPA and a licensed Real Estate Broker, and her dual background allows her to give her clients a unique perspective; as an independent realtor and accountant she has worked with individuals on many transactions, and she has also advised both realtors and manufacturers on how to best improve their accounting practices to become more profitable.
 
Deborah holds a B.S. in Accounting from the University of Southern California and is a graduate of the H&R Block Tax School.

Rich Hybner

  Rich Hybner Résumé
Rich Hybner is a highly experienced and versatile executive who combines an entrepreneurial skill set and solid financial training  to achieve excellent results in both complex organizations and turn-around situations.   Rich brings 25 years of experience as a financial executive for both public and private companies in the media/publishing business, including The Wall Street Journal (CFO), Reader's Digest (Group Controller/Business Manager), and Ziff-Davis Media (Director of Revenue Planning and Analysis). 

In the past several years, Rich has also worked closely with private equity firms, investors, and lenders on improving the operations of portfolio companies. Over the course of his career, he has assisted in two separate successful IPOs, including the establishment of regulatory reports, due diligence summaries, valuations, financial disclosures, and audited financial statements.  In 2009, Rich successfully managed the sale of CK Media, LLC.

Rich is particularly skilled as an innovative problem solver for companies who have an immediate need to increase profitability.  His leadership and team approach allow him to establish a productive partnership with existing management and staff to orchestrate a thorough operational review and reengineer existing processes to course-correct problems, while managing cash flow, budgets, and banking relationships to facilitate ongoing operations or sale of the company as needed.

Rich received his MBA in Finance from the Lubin School of Business at Pace University, and he also holds a BA from St. Michael's College.  He lives in Phoenix and enjoys hiking, travel and the real estate market.

Ron Johnson

  Ron Johnson Résumé
Ron Johnson is a results-driven professional with over 30 years of experience in accounting and finance in a wide variety of industries including biotechnology, e-commerce, software, retail, manufacturing, and defense.  He has extensive experience in financial modeling, intellectual property agreements, and valuation, particularly as they relate to venture capital firms and other forms of investment funding. 

While he was managing partner of the Silicon Valley Consulting Group, he developed the SVCG Operating Plan model, which has been used in raising over $1.1B in venture capital and is taught at several US universities.   Ron was also a co-developer of  the rNPV biotechnology valuation model, which is used worldwide for valuing biotechnologies and biotech firms.  As CFO of Allison Johnson Venture Partners, a biotechnology investment banking and venture capital seed fund, he negotiated biotechnology licensing agreements with research institutions, universities,  pharmaceutical firms, and  commercial companies. 

Prior to joining CFO Selections, Ron was a senior associate with The Interim Controller, Inc, where he successfully acted as an Interim Controller, Corporate Planner, and CFO for over 100 companies including Intuit Inc., Ardea Biosciences, and Heartport, Inc.  

Ron received his MBA in Finance from Golden Gate University, and his BS (Marketing) from Cal Poly at San Luis Obispo.   Ron lives with his family in Moscow, Idaho, where his spare time persuits include solar power projects and the development of alternative energy technologies.

Kevin Krieger

Kevin Krieger Résumé
Kevin Krieger has 25 years of experience in commercial real estate, senior and multi-family housing, real estate fund management, technology management, operations-facilities management, and public accounting. Most recently, he was the manager of the Bellevue team for Lemaster Daniels' "CFO As You Grow" program. Prior to that, he was CFO of Wilkinson Corporation, and has also served as CFO and Corporate Controller of several other firms, including The Dolsen Companies (Coca Cola of Yakima and Tri-Cities). He has been a Senior Auditor, and was Supervisor of Credit & Collections for the Retailer Finance Division of GE Capital.

Kevin is a Washington State CPA and has earned the CCIM designation for expertise in commercial real estate. He holds an MBA from the UW in Finance and Management Information Systems, and a BA from the UW in Economics, with a minor in Romance Languages.