OUR CONSULTING TEAM
We are extremely proud of our team of CFOs, controllers, and QuickBooks consultants. They represent the best of the Northwest with decades of practical and professional experience in addition to extensive community involvement and a legacy of volunteerism.
Click on the photos below to read more about our consultants — we think you will also be impressed by their accomplishments!
Ed brings over 20 years of financial services and executive management experience to CFO Selections, and has managed a broad range of financial roles — from underwriting and modeling functions of a large consumer credit debt buyer to equity structured finance commitments, as well as overseeing multiple audits for PCI DSS compliance and SAS 70 certification.
Before joining CFO Selections, Ed was President and COO of G2 Web Services. As the head of G2 Web Services, he was responsible for managing the performance of the company and corporate strategy. Ed oversaw all facets of the G2 business, including sales, marketing, finance, technology and the delivery of exemplary client service and support. Prior to becoming President, Ed led G2’s finance, legal and human resources teams as Vice President of Finance.
He has also served as President & Chief Executive Officer at B-Line, LLC, a leading purchaser of consumer bankrupt accounts. At B-Line, he oversaw the purchase of more than $45B of bankruptcy receivables, grew their client base of top-tier U.S. banks by 65%, and managed the development of an integrated multivariate risk scoring model for underwriting loan portfolios. As Chief Financial Officer at private-equity backed Lone Star Steakhouse, he restructured corporate finances to successfully lead the company through a financial crisis. Earlier in his career, Ed was Director of Finance at Luminant Worldwide, a pioneer in e-commerce web services. Before moving to Seattle, he held a number of legal consulting roles and also served as an Army engineer officer, which sparked his passion for operational efficiency.
Ed has earned a JD from Northwestern California University, an MBA from Syracuse University Martin Whitman School of Management, a BBA in Finance & Accounting from the University of Notre Dame, and a Master Certificate in Six Sigma from Villanova University.
Bob is a highly experienced financial executive with a broad background in all aspects of financial and accounting management in both private and public companies. He is skilled in financial reporting, budgeting, financial analysis, strategic planning, ERP systems, process design and implementation, establishment and management of debt and equity financing, and treasury and risk management.
Immediately prior to joining CFO Selections, Bob was the VP, Finance at Discovery Bay Games, where he was instrumental in securing a $15M equity investment and worked with attorneys in preparing offering documents and structuring investment terms. As Director of Finance at SonoSite, Bob was responsible for an $80M investment portfolio. He also established treasury management controls and procedures including development of a foreign currency hedging program, and he was responsible for oversight of all international accounting personnel. Bob has a consistent record of improving processes to increase efficiency and reduce expenses. He began his career in the audit group at Arthur Young & Company (now Ernst & Young).
Bob holds a BA in Business Administration with honors from the University of Washington. He and his wife live in Bothell and enjoy spending time with their children and grandchildren. He is a member of his church’s leadership team and also enjoys golf, softball, and reading.
David is a results focused professional with over 20 years of hands-on CFO and Controller experience working in diverse industries including manufacturing, professional services, software, and hospitality for companies ranging in size from start-ups to Fortune 100. He has strong technical accounting skills combined with a broad background in business planning and accounting department management, particularly in companies with multiple subsidiaries, ongoing M&A activity, and international operations.
At numerous companies, David had been responsible for improving internal controls and efficiencies by restructuring accounting departments, decreasing costs, and implementing standard policies including procedures for purchasing and credit. He is experienced in negotiating long term leases and managing year end audits.
While working as the Controller at Callison, David implemented a corporate purchasing card program that included spending incentives and annual rebates, plus a $100K upfront incentive payment. He was also responsible for managing the financial reporting for the offices located in China, Mexico, and the UK and development of transfer pricing agreements to minimize tax obligations. At Amazon, he identified significant transportation billing errors that resulted in the recovery of over $5M.
David is a Washington State CPA. He holds an MBA from the University of Washington, and a BA from the UW in business administration / accounting. David and his family reside in Seattle, Washington. He is an avid runner and also enjoys cooking, travel, sailing, skiing, and watching the Seahawks!
Larry Breitbarth is an experienced financial executive with a proven track record in financial management, operational and strategic planning, performance improvement, corporate controllership, project management, and valuation consulting. He began his career as a business valuation consultant with Arthur Andersen in Chicago and served manufacturing and distribution clients in the automotive and food equipment sectors. Prior to joining CFO Selections, Larry held senior financial positions with a variety of companies in the technology and financial services industries. At multiple firms, he has been responsible for financial strategy, financial reporting, cash management, planning and analysis, and internal controls. As a senior financial executive, he has led numerous revenue enhancement strategies, cost savings initiatives, and risk mitigation projects. Larry has also been a successful consultant to a number of companies. As a partner at The Sage Group, he developed a business process for reverse due diligence, led business acquisition and integration assessment, and built cash forecasts and bank relationship management plans. As a senior manager for Big 4 Consulting firms, he led valuation consulting projects (including projects for Nordstrom, Starbucks, and Microsoft), testified as an expert witness in valuation disputes, developed and managed remote regional offices, and generated over $45M in tax savings for clients through implementation of tax strategies.
Larry holds an MBA with a concentration in Finance from the University of Chicago and a B.A. in Liberal Arts and Sciences cum laude from the University of Illinois at Urbana-Champaign. He is a Chartered Financial Analyst (CFA), and an executive board member of the Washington State Chapter of Financial Executives International. He also has extensive experience teaching financial topics to a variety of audiences.
Tom Broetje was an early pioneer in outsourced CFO services, founding CFO2Go, Inc. in 1991 in Bothell, Washington. From his days as a CPA, Tom saw that entrepreneurs and business founders needed seasoned, “been there” financial leadership — but on a part-time basis, with the right amount of help available as companies grew. For 22 years Tom outsourced financial professionals in the greater Puget Sound area and eventually grew his practice to a dozen professionals.
In October 2013 he joined forces with CFO Selections and is focusing primarily on business development in the northwest Washington region.
Tom has his accounting degree from the University of Washington. He is active in the community through his involvement with Northshore Rotary, Seattle Executives, Northwest Entrepreneur Network, and the Cascadia Community College Foundation. When he is not working or volunteering, Tom enjoys traveling with his wife, playing golf, and hiking.
Cathy is an experienced financial leader with over 20 years of experience across a diverse group of industries including retail, software, high tech, and professional services. She has a passion for helping companies strengthen their organizations with a focus on internal controls, standardizing business processes, utilizing systems to automate business processes, and thereby position them for future growth. She has extensive expertise helping small to mid-size companies gain control over financial and other operations and utilize their financial assets to support the accomplishment of key corporate objectives. Cathy has a keen attention to detail, the ability to dig deep into financial matters and analyze data, and then summarize her findings while providing a roadmap for change, and has used these skills to create positive change across many facets of the organizations with which she has worked.
As Controller/CFO of TC Global, Inc., dba Tully’s Coffee, Cathy successfully improved financial performance by improving sales, managing the cost of sales, and carefully managing all other corporate expenses. Cathy’s ability to communicate clearly and concisely and build detailed cash forecasts and departmental-level budgets were crucial assets in successfully navigating an incredibly challenging business transition. Cathy has extensive experience in SEC reporting and related communications, having worked for numerous public companies; she has also successfully developed reporting packages addressing the needs of internal operating groups, executive management, boards of directors and audit committees, in both public and closely-held private settings.
Cathy holds a Bachelor in Business Administration (Accounting) from the University of Alaska – Anchorage. She and her husband reside in Renton, WA with their four children. In her free time, she enjoys traveling, cooking, crafting, various sports and volunteer roles which support her kids’ education and activities.
Colleen Chase is an accomplished accounting professional with broad experience in the manufacturing, agriculture, wholesale, service, and investment industries. Her areas of special interest and expertise include audits, regulatory reporting and compliance, financial statement preparation and review, and process development and documentation for accounting procedures and internal controls.
Immediately prior to joining CFO Selections, she was an independent consultant and performed accounting duties and process improvement for a wide variety of companies. Colleen has extensive experience assisting clients with audits, both those requested by management or investors, and those required by regulatory agencies. She enjoys helping companies find better ways to turn their accounting data into useful information that can be the foundation for making good business decisions.
Colleen holds a Masters degree in Professional Accounting from Montana State University, and a Bachelor of Arts in English from Oberlin College. She is a Washington State CPA. Colleen grew up in Washington, D.C., lived in Indonesia for several years, and now makes her home in Yakima, Washington, where she enjoys participating in amateur musical ensembles and pursuing adventures with her church’s youth.
Steve Cordial is a multi-disciplined executive with demonstrated achievements in both the nonprofit and corporate arenas. He has successfully created teams to drive growth, profitability, and investor liquidity for venture-backed and public technology companies, and has also assisted nonprofit organizations to improve internal processes and focus on their mission while increasing capacity.
At Kindering, a local nonprofit serving young children with developmental disabilities, he led the financial planning and analysis supporting the recent decision to double capacity and expand to a second site. He has worked with several nonprofits to implement process improvements using Six Sigma methodologies. Steve has been successful both as a full-time CFO and as a consultant helping companies and organizations achieve financial and operational stability. He has closed eight private equity rounds and a large convertible debt issue, and partnered with CEOs and Boards of Directors to implement fundable business plans. At one client, a venture-backed consumer electronics company, he identified significant gaps in accounting controls and cash flow models, resulting in $15M of additional investment. At another (manufacturing) client, he developed integrated operating and financial plans and restructured bank and credit agreements, resulting in $30M of new investment.
Steve holds a BA from Stanford University, and an MBA from Santa Clara University. He is a member of the board and finance committee at Kindering, and lives in Seattle where he enjoys tennis and extended back-country hikes.
Dan Coté has over 20 years of experience in financial policy administration and implementation. He is experienced in multi-location operations ranging from $250K to $120M in revenue and has extensive experience in both service and manufacturing environments. Having owned and operated a manufacturing and contracting business, he understands the issues that business owners confront on a day-to-day basis. Dan excels in the development of the corporate profit planning function. He has also been instrumental working with companies in the origination and implementation of accounting policies, procedures, and controls and has been closely involved in the financial reorganization (Ch 11) of both large and small companies.
Dan holds an MBA and BBA from Sam Houston University and is a Washington State CPA. He has taught classes in QuickBooks at several community colleges and has been an instructor in finance and accounting at City University for their undergraduate and MBA programs. In his free time, Dan enjoys traveling, fishing, wine tasting, and restoring classic cars.
Jeff Dunn is a senior finance and business professional with twenty years of experience in accounting and finance in the media and technology industries. He has a consistent record of delivering results, developing cross-functional relationships, and building strong teams. Jeff has been successful at balancing the need for strong financial controls with maintaining operational efficiency at companies in a variety of growth stages. Besides his excellent technical and strategic accounting skills, he has strong international and M&A experience, plus experience in evaluation and implementation of financial systems.
As CFO of Getty Images, Jeff oversaw all aspects of accounting and reporting for the acquisition of the company by a private equity firm in a reverse IPO. As Controller at Tektronix, he managed closing and reporting process across three business divisions worldwide and participated in the evaluation of many potential acquisitions and the divestiture of several businesses and product lines, including the sale of the color printing division to Xerox for nearly $1B. Jeff began his career at the Portland office of Deloitte and Touche, in the Audit group.
Jeff holds a BS in Business Administration from Portland State University. He enjoys biking, hiking, skiing, camping, traveling, and cooking – and the eating that inevitably follows.
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.
Dennis is a senior executive with over 30 years of diversified business management experience. He quickly adapts to new technologies, and has enjoyed spending 15 years of his career in hardware and software development and services. Dennis has held several ownership and management positions in startups and early stage companies where he demonstrated his strong leadership and negotiating skills, working on multiple levels by using a “hands-on, roll up your sleeves” approach. Dennis is a creative problem solver with solid analytical and team building abilities.
While the CEO/COO at Data Transit Corporation, Dennis established a market vision and product roadmap that drove sales to double in less than 12 months, resulting in a market valuation increase of 150% and allowing for a successful exit for the founder. During his time as the EVP-CFO at Computer Access Technology Corporation, Dennis lead their IPO, raising $42M; and at Whisper Communications was responsible for raising over $40M in equity funding and successfully completing a $20M debt to equity conversion.
Dennis earned a Bachelor of Business Administration degree in Accounting from California State University, Long Beach. He loves the outdoors and is an avid hockey fan and woodworker.
Guy Field has over thirty years of experience as a finance professional in the Portland Metro area. He has worked both as a consultant and a full time finance executive leading accounting and finance teams with startups, emerging growth, and mid-market enterprises encompassing all financial and administrative functions including raising capital, management finance, board of director and investor relations, accounting, legal, treasury, tax management, facilities, and human resources.
Prior to joining CFO Selections Guy was an independent consultant, offering his services as a contract CFO, project based consultant, and general advisor. His clients included both technology and non-technology companies in need of financial leadership and advice, contract CFO services, growth strategies, initiation and completion of specific projects, CFO/Controller mentoring, infrastructure build outs, and preparation for raising capital. Recent engagements include entities involved in medical device sales/distribution, language translation services, enterprise software, and bio food processing.
Guy began his career as a financial professional in California with Ernst and Young where he served in both their audit and tax practices and earned a CPA license. He then relocated to Portland as a financial analyst for ESCO Corporation. He worked for Mentor Graphics in its startup phase, and participated in numerous financial, marketing and sales support roles from the pre-revenue stage to $500M of annual revenue. He also served as CFO of MedicaLogic from its early revenue stage through the IPO securing numerous rounds of equity capital, building finance, administration and operations infrastructure, and participating in several M&A transactions.
Guy holds a degree in Bachelor of Science and Finance from Loyola University of Los Angeles. He has served on the board of the Software Association of Oregon (SAO) and various committees of the SAO and the American Electronics Association. He is married, and the proud parent of two adult children.
Laura Finney is a seasoned finance executive with over 25 years’ experience in operations and finance in large high tech manufacturing companies, fast paced startups, and mission focused nonprofits. She is highly skilled in financial planning and analysis, budgeting, cost accounting, inventory planning/management, and business process design and implementation. Laura worked in operations finance and M&A at Intel Corp. for 20 years, followed by over five years as an independent fractional CFO working with small companies and nonprofits in the Portland area.
Laura most enjoys working with startups and larger enterprises that are entering new businesses or facing new business challenges that require creative solutions. This includes setting up accounting and business systems, developing customized complex business planning models, creating metrics and “dashboards” for tracking operational results, raising capital, and driving cost reduction/business efficiency initiatives. Her experience with startups has gained her skills in HR, facilities management, CRM, ERP, tax/audit planning, and key player recruiting.
Laura holds an MBA from the Anderson School of Management at UCLA (finance and accounting) and a BA in economics from UC Davis. She lives with her husband in an “empty nest” in northwest Portland. She’ll talk skiing, golfing, or sailing with anyone interested in listening.
Tom Foley is an experienced financial executive with 20 years in the Chief Financial Officer role at companies with revenues from $2M to $150M. He is a strategic partner to CEOs, able to provide effective financial leadership to companies in various phases ranging from startups to 500-800% per year high-growth environments.
Tom’s focus is on lowering costs and improving cash flow by internal process improvement and the use of well-structured financing options. He excels as a negotiator and has successfully negotiated many debt agreements and managed the financial aspects of several securitizations and private placements. Tom also has experience as a CIO and has led significant IT initiatives including a large implementation of PCs and development of a new cost system in an MRP environment. As a consultant, he has worked with many smaller businesses to develop business plans, financial projections, and strategies for managing growth and attracting investors.
Tom has an MBA in Finance and Accounting from Temple University and a Bachelor of Science in Accounting from LaSalle University. He has previously been a CPA, and is a member of the American Institute of CPAs and the Washington Society of CPAs. He lives in Rainier with his family and enjoys hiking and gardening.
Bruce Frazier has a 27 year career in accounting and management. He has experience in public accounting, and controller and CFO positions for private companies including large exposures to agricultural and co-op accounting. He has also established several businesses of his own including rental real estate and entertainment facilities in Washington State.
Most recently, he was the General Manager of a large fruit packing warehouse in the Yakima Valley for over a decade. Prior to that, he was controller at Matson Fruit. In these roles, Bruce has expanded on his knowledge of accounting and gained competencies in management, technology, employee benefits, and food safety. While working in the fruit industry, Bruce was instrumental in setting up a self-insured medical program and driving a robotic installation on a production line in order to lower costs.
Bruce holds a CPA certificate in Washington State and earned a bachelor’s degree from Washington State University. He is a certified instructor in a behavioral management program “Increasing Human Effectiveness.” Bruce has served on several nonprofit boards including the Apple Education Foundation and Manzana Health and Welfare Trust. In his free time, he strives to increase his ability to communicate in Spanish whenever possible.
Hal is a senior financial leader passionate about helping entrepreneurs/investors maximize the growth, success, and ultimate value of startup ventures. Over his career, he has built and managed effective finance, accounting, operations, and HR infrastructure under strict cost control constraints. He also has both a strong interest and experience in helping nonprofits develop accurate, actionable financial statements.
Immediately prior to joining CFO Selections, Hal spent seventeen years as an independent financial consultant. He acted as an interim or part-time financial leader to numerous startup ventures, including high tech companies, and was interim CFO for the Capital Children’s museum in Washington DC. His areas of expertise include devising strategies to optimize value for founders, owners, and investors; implementing scalable and cost-effective policies and systems; evaluating strategic opportunities and leading due diligence for M&A; recruiting and mentoring key personnel; implementing new accounting software; and leading high profile, high risk initiatives such as turnarounds, growth management, and exit/transition plans.
Hal holds a Bachelor of Business Administration (Accounting) from Western Michigan University. He lives with his wife in south King County.
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.
Jerry Heemstra is an accounting and finance professional with over 30 years of experience in leading accounting teams, mergers and acquisitions, budget and planning processes and development, working with boards of directors, multi-company integration, financial reporting, credit management, forecasting, debt compliance, and economic research. He has a background in federal and multi-state tax issues, employee benefits, and successfully managing complex projects including software development and conversion initiatives.
Jerry has participated in nearly a dozen acquisitions on both the buy and the sell side. While at McFarland Cascade, he helped to prepare the company for sale, working with investment bankers, lawyers, and tax advisors to obtain the best outcome for the shareholders.
He is also experienced in MRP, shop floor scheduling, and lean manufacturing. While at Pella Corporation he was responsible for scheduling and ordering material on a just-in-time basis in a facility named in Industry Week as one of Americas top manufacturing plants. He participated in several Kaizen events that led to improved product line competitiveness.
Jerry is a CGMA (Chartered Global Management Accountant) and has an Executive MBA from the University of Iowa and a B. A. in Business/Economics from Northwestern College. When he’s not working, Jerry is involved in his church and also enjoys backpacking, hiking the Cascade and Olympic mountains, bicycling, and downhill skiing.
Tammy is a proven financial professional with extensive experience focused on helping nonprofit organizations grow and thrive. She is skilled at quickly evaluating the existing processes and staff in an organization, and providing both practical suggestions for change and ongoing, hands-on help as needed. Prior to joining CFO Selections, Tammy spent 15 years successfully building a consulting practice in accounting and financial management for clients ranging from small operating nonprofits to large ($95M) charitable endowments. She has directed all aspects of accounting operations at both for-profit and nonprofit entities, including management of accounting departments and all accounting functions, reporting, budgeting, grant reporting and compliance, payout planning, investment and endowment reporting, direct and indirect expense allocations, and communication with executive management and audit/finance committees. Assignments have included selection and conversion of accounting systems, assistance in hiring and training of staff, design and implementation of accounting procedures for newly formed organizations, and improvement of existing accounting systems. Tammy also has experience with coordination of all federal and state tax filings (990, 990PF, 990-T, and federal excise taxes).
Tammy holds a BA in accounting from the University of Washington. She lives with her family in Sammamish and enjoys skiing, hiking, and traveling.
Julie Hui offers finance and operations management, enterprise process re-design, and international business expertise in a variety of industries including high-tech design and manufacturing, consumer electronics, logistics services, and distribution. In leadership roles at both private and public firms, she enhanced the companies’ competitive advantage by developing relevant performance indicators, instituting action-oriented profitability analysis, streamlining orders-to-cash processes, and developing robust forecasting and decision making support systems.
Julie has extensive business process re-engineering experience, not only in accounting, internal controls, and reporting, but also in pricing, product allocation, inventory management, and order fulfillment, especially in a SAP environment in a global setting. She enjoys working alongside IT colleagues as a business process leader.
As the Finance and Operations leader at Oregon Scientific, Julie was instrumental in broadening distribution through both physical and web-based stores. She also had full responsibility for all HR functions, including employee relations, performance management, benefits, and incentive programs. In this role, she was deeply involved in hiring and developing a highly effective and versatile customer-satisfaction oriented staff.
Julie grasps the big picture and also enjoys being involved in hands-on accounting processes: she can guide the senior leadership team in prioritizing and shaping initiatives that have the biggest and most immediate positive impact on the company, while also being involved in closing, financial reporting, and audit coordination.
Julie holds a Bachelor of Science in Accounting from the University of Arizona, and is a licensed CPA in the state of Oregon.
Errett Hummel is a senior international finance and operations executive with over 25 years of experience in strategic finance, corporate development, financial planning and analysis, administrative operations, risk management, corporate banking, business consulting, international operations, and project management. He has extensive mergers and acquisition experience, and diverse industry experience including high tech, building materials distribution and trading, consumer electronics, aviation, and corporate banking.
Errett began his career with a multi-year stint in banking, and moved to Tektronix in a variety of roles including manager of corporate development and strategic analysis. In this role, he was heavily involved in M&A, budgeting, and business modeling. While at Tek, he also led the financial integration of a newly acquired company in Japan, including the consolidation of operations into existing manufacturing facilities, implementation of Sarbanes Oxley, and installation of a defined benefit retirement plan which saved the company over $35M. He has led the accounting and financial operations of multiple companies, and also been a consultant to corporate clients in areas of strategic finance, expense reduction, complex negotiations, M&A, and project management.
Errett has an MBA from the Thunderbird School of Global Management and a Bachelor of Business Administration, (Finance and International Business) from Gonzaga University. He lives in Lake Oswego and enjoys coaching youth sports and working with Habitat for Humanity.
Nancy Isely 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. [Formerly Nancy Prior]
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 was previously a CPA.
Sloan is a highly innovative, energetic executive with nearly 30 years of experience in financial and operational management coupled with insightful leadership abilities and a passion for performance improvement. He excels at analyzing complex issues, quickly identifying the key issues and devising unique solutions to meet diverse business challenges. Sloan brings a seasoned and adaptable track record as a start-up, growth, and restructuring CFO who thrives on bringing order to dynamic (and at times chaotic) environments. He has successfully built scalable back office functions from scratch and rebuilt them in companies where they were broken. During his career he has successfully designed and led a variety of functions including Finance, Accounting, Budgeting, Banking, Insurance, Audit, Information Technology, Facilities, Investor Relations, Human Resources, Payroll, Legal, Investments, Hedging, and Risk Management. Sloan has worked in a broad variety of industries including starting a state chartered bank, agriculture, co-op, real estate, wine retail, and ecommerce. He has experience in small to midsized companies, private and small public companies, and multi-generational business, and has also taught a variety of upper-division college finance courses.
Sloan is a Chartered Financial Analyst (CFA). He holds an MBA from Seattle University and a BA in Agricultural Economics from the University of Idaho.
Todd is a dynamic accounting professional with over eleven years of expertise in the nonprofit, private, and government sectors. He has a proven track record at creating process efficiencies, motivating and utilizing staff to their full potential, implementing internal controls and providing sound technical expertise. Todd focuses on the big picture, but doesn’t hesitate to dive into the details.
Todd began his career with the Oregon Audits Division, auditing Oregon’s government agencies, including PERS. Most recently, he was the Assistant Controller at Mercy Corps, where he helped revamp the accounting department top to bottom, streamlining processes, improving the internal control environment, and developing a global accounting system.
While at Mercy Corps, and as an Audit Manager at Moss Adams, he’s tackled challenging nonprofit accounting issues such as indirect/direct expense issues, grant compliance, A-133 audits, pledges, revenue recognition, and more.
Todd is an Oregon state CPA and holds a BA in Accounting and Finance from George Fox University. He enjoys traveling to faraway places, skiing on snow and water, and grilling in the backyard.
Terri is a dynamic, collaborative finance leader with over 28 years of experience building exceptional teams, effective accounting and reporting systems, and producing results. Her experience includes 17 years in public accounting and 11 years in private finance and accounting. She has broad experience with strategy development and finance in various domestic and international industries, including real estate, hospitality, services, nonprofits/foundations, health care, manufacturing, maritime and family offices. Terri is sought as a trusted advisor for her strategic thinking, operational focus, strong technical and organizational skills, practical problem solving ability, and focus on continuous process improvement. She is adept at managing multiple projects and priorities in challenging environments, using humor to make projects enjoyable and motivate teams.
Areas of focus include strategic planning, risk management, investment monitoring and analysis, investor/lender relations and meaningful financial reporting, financing, M&A, complex structures and consolidations, operational efficiency, cash flow management and forecasting, financial modeling and analysis, budget development and monitoring, audit and compliance and team development and mentoring.
Terri was previously the Senior Director of RE Finance and Business Operations at Vulcan, Inc., the management company for Paul G. Allen, where she was responsible for the finance aspects of the real estate portfolio, safari camps, homes, yachts, planes, family foundation and other personal assets.
Terri has provided audit and consulting services to numerous nonprofits, and recently supported a large family foundation. She is currently the Board Treasurer for Health Alliance International, and serves on the Perspectives Committee of the Washington Global Health Alliance and the Finance Committee of University Presbyterian Church. She served as a board member/Treasurer of YouthCare for 15 years.
Terri is a licensed CPA and holds B.A. Degrees in Business Administration (emphasis in Accounting), and Psychology from the University of Washington. She enjoys bad movie nights, boating, walking and travelling with her family.
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.
Robert Kristjanson is a skilled financial professional with extensive experience in telecommunications, SaaS, financial services, and manufacturing companies. He is comfortable and effective in startup, midsize, high-growth, and large corporate environments, with a consistent record of improving processes providing stakeholders with the data needed to drive decision-making and provide results.
Robert has been a full-time controller at multiple companies, most recently Hipcricket/Augme Technologies, Inc. where he presided over revenue growth from $6M to $26M and managed the transition from a private to public company. He has also been a successful consultant at numerous hi-tech and telecom firms including Ackerly Group, Verizon Wireless, InfoSpace, Seattle Jet Services, and fine.com. He began his career at Pricewaterhouse Coopers, in the audit group.
Robert holds a Bachelor of Arts in Business Administration and Finance from the University of Washington. He lives in Seattle with his wife and daughter, and in his free time he enjoys golf and time with his family on Whidbey Island.
Mark is a senior finance & accounting executive with over 16 years of management experience gained as Controller, Director of Finance, and CFO for a mix of public and private sector companies. He has strong technical accounting credentials, combined with strategic skills in business planning, mergers/acquisitions, ERP installation, restructuring, and corporate exit strategies (both liquidation and sales).
As a Controller for EnerG2, Mark managed the accounting on a multi-million dollar manufacturing construction project, which was partially funded by a grant from the U.S. Department of Energy. As Director of Finance & Administration at Archus Orthopedics Inc, Mark oversaw all accounting, finance, and administrative operations, in addition to supervising the stock incentive plan and the Human Resources and IT departments. Prior to Archus, Mark was controller at ProCyte Corporation, where he directed all accounting operations, including stock incentive plans and stock transfer agent activities, and managed quarterly/annual SEC financial reporting, as well as federal and multi-state tax reporting for this public company. As CFO of Purewater, Mark played a strategic role in helping the business owners increase the value of their business by more than 300% between 1995 and 1999, culminating in the company’s successful sale in 1999.
Mark has also worked at two public accounting firms, and as an independent consultant managing accounting, tax planning, and business consulting for multiple clients.
Mark is a Washington state Certified Public Accountant and holds a B.S. in Business Administration, with an Accounting emphasis, from Portland State University.
David Laub is a proven senior-level executive with a strong financial, operational, administrative, and business development background in multiple industries including manufacturing, high technology, telecommunications, fisheries, government, and utilities. He has extensive experience helping companies thrive, from the startup phase to going public and/or becoming a multinational organization. David enjoys working with fast growing organizations as an active member of the executive team to maximize return for all stakeholders.
As Interim CFO of a West Coast distribution company, David prepared strategies to support a large contract, including increasing operations from 75 to 450 employees, increasing the company’s credit limit from $100K to $7M, and negotiating an additional $6M in financing at another institution. While CFO of IceBreaker, he assisted management in raising over $1M in angel capital, $7 million in venture capital, and $2 million in venture debt, and sold the company to a large public Japanese firm. He successfully managed a complex corporate structure involving IP and tax issues that included a Cayman holding company with operating subsidiaries in the U.S. and China. As CFO of Pacific Northwest Fisheries, David established operating entities in multiple countries, established and maintained all accounting, tax, and reporting systems for the company, and created systems to expedite transport of live seafood between countries.
David holds a B.S. in Business Administration with an emphasis in Accounting and Finance from UC Berkeley, and is a CPA (retired) in Washington state. He serves on the boards of directors and the advisory boards of numerous local organizations including Arena Sports, New Game Town, Ignition Mobile Corporation, and Uber Entertainment.
Rick Levy is a senior finance executive with over 35 years of experience in large and small companies, including international companies, and nonprofit organizations. Prior to joining CFO Selections (for the second time) he was the founder and Executive Director of a nonprofit focused on development and humanitarian work in several African countries. He has also been the Corporate Controller for Safeco Insurance, and spent seven years at Bank of America in various positions including CFO of the Bank’s International Private Banking division, and CFO for Bank of America – Australia. He has lived in Hong Kong, Manila, and Sydney, and conducted business in many European and Asian countries.
Rick has strong technical and managerial skills as a CFO, controller, consultant, and auditor. At multiple companies, he has reduced operating expenses, implemented financial forecasting models and processes, improved reporting, and implemented internal controls including Sarbanes-Oxley in both domestic and international settings. He has trained and mentored financial, marketing, and operations staff. At Community Trust Bancorp, Rick combined ten entities and their operational processes, reducing costs with no impact to customers. As their director of Operations and CFO, he streamlined and improved operational processes with savings over $2M, created a finance department, and built an operations center. As a consultant to small businesses, Rick has provided guidance and training to Boards of Directors, and been responsible for accounting, finance, human resources, financing, and shareholder and investor relations.
Rick graduated from the University of California, Santa Barbara, with a degree in Business Economics and Accounting and is currently a CPA (Washington and California). He has taught business classes at UC Santa Barbara, where he was responsible for administration of the accounting program. He is a former board member of the Medic One Foundation, and currently lives in Cle Elum.
Kurt is a skilled financial and business manager with extensive experience managing professional service firms. Licensed as both a CPA and an attorney, Kurt draws on his 20 years of experience to effectively communicate, navigate, and lead consensus among firm principals toward a common strategic direction. In addition, he possesses strong accounting, financial reporting, budgeting, and forecasting abilities.
Kurt started his career in public accounting, at a large international firm, followed by a partner position in a regional CPA firm. He began his management career as the Financial Manager at the law firm Betts, Patterson & Mines, and went on to positions as Executive Director, Firm Administrator, and CFO for multiple professional service firms. Kurt is particularly well-versed and has significant hands-on experience with designing partner/principal compensation systems. He is a frequent presenter on this subject to attorney and CPA groups with his program titled “Compensation Systems for CPA and Law Firm Partners: How to Split the Profit Pie.” Kurt also has had extensive involvement with the recruiting and hiring of firm professionals.
Kurt holds a Bachelor of Arts in Business Administration (Accounting) from the University of Puget Sound and a JD degree from the Seattle University School of Law. He is a Washington State CPA and is the current President of the Washington State Chapter of the American Association of Attorney-Certified Public Accountants, an organization of professionals who are both attorneys and CPAs. Kurt and his family reside in Bellevue, Washington. He is a passionate snow skier and also enjoys vintage diesel locomotives.
Kurt Maass is a versatile and accomplished executive with 30+ years of experience in finance, accounting, and operations roles. He has worked extensively in the wireless, landline telecom, ecommerce, manufacturing and energy conservation sectors, including serving as divisional and public company VP-Finance and CFO, in addition to public accounting firm experience. He brings a unique perspective from working with both very large companies (managing operational and capital budgets in excess of $2B annually) as well as very small early-stage start-ups, where he has actively participated in multiple equity and debt financing rounds. He is experienced with the International Financial Reporting Standards, having converted a Canadian-GAAP reporting company to IFRS for stock exchange reporting purposes.
Kurt is very successful at implementing cost control measures while designing and streamlining processes that allow businesses to thrive. At AT&T Wireless, he cut annual costs about $100M while boosting perceived service quality by organizing a task force to resolve mission-critical technical issues impacting network performance and customer experience. He also developed a plan and trained negotiators to respond to government mandate for wireless carriers to complete lengthy process for interconnectivity agreements – saving AT&T hundreds of millions of dollars in the first year.
Kurt is a Washington state CPA-Inactive, and holds a Master’s degree in Whole Systems Design/Organizational Development from Antioch University Seattle, and an undergraduate accounting/business degree from Pacific Lutheran University. He is an active community volunteer, serving as Treasurer and past board Chair of the Bear Creek School.
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 holds a BS degree in Business Administration from the University of Southern California and is a licensed real estate broker in Washington State. He lives on Mercer Island.
Ray McLaughlin is a skilled accounting professional with an entrepreneurial mindset. He has a well-rounded perspective and can draw on over 20 years of experience in diverse companies to drive financial performance. Ray is highly proficient in complex cost accounting, overhead application, and costing analysis, and has led the accounting function in multiple manufacturing, distribution, and service companies. Before joining CFO Selections, he was Controller for two divisions at Primus International, where he was responsible for implementation and compliance with all corporate directives including cost accounting, financial reporting, budgeting, forecasting and planning, audit coordination, cross-organizational process improvement, and staff development. Ray is skilled in numerous ERP and accounting systems, and has been responsible for information systems at multiple companies, including acting as project manager for implementation of an ERP system at a high-end clothing design company.
Ray has a BA in Business Administration from Washington State University. He lives in Bellevue and his hobbies include drums, skiing and golfing.
Eric is a versatile and accomplished professional with two decades of experience in controller and CFO roles with privately held companies. He has a proven ability to align business execution models with financial investment goals. Eric builds close relationships with chief executives, board members, and private equity and venture capital partners for the purpose of driving strategic goals and providing fiscal discipline, managed growth, and corporate financial governance. Industries include manufacturing, technology, construction, energy, and retail. He has a broad perspective from working in environments ranging from start-ups (multiple equity and debt financing rounds) to mid-market companies (up to $100M annually).
Eric holds a Bachelor’s Degree in Business Administration from Washington State University with an emphasis in Accounting and Finance. He is an active community volunteer, serving with various faith and compassion-based organizations for nearly twenty years. He recently served as a board member for a nonprofit organization in Jacksonville, Florida.
Tom Murphy is an experienced and dedicated financial and operations professional skilled in driving sound business decisions based on fact-based analysis, strategic insight, and a proven command of corporate finance, strategic planning, M&A transactions, and business development.
Prior to joining CFO Selections, Tom was the Principal at a consulting firm engaged by companies in transition, where he successfully helped numerous clients navigate rapid growth, financial crises, and changing markets. He arranged over $35M in PE funding for multiple clients, and managed the turnaround of a company nearly destroyed by fraud – returning the firm to financial stability and profitability within 9 months.
Tom holds a Bachelor of Science in Business Administration from The Ohio State University. He was previously licensed as a CPA in Ohio and is currently a Certified Management Accountant. He serves the community in a variety of ways, including as co-founder of Grow50 (an Entrepreneur Support Group), a faculty member of the Center for Energizing Leadership, and an Entrepreneur in Residence at Washington State University.
Todd Newcomb is a solid finance and operations professional with over 20 years of experience in private, public, and nonprofit accounting. Areas of expertise include GAAP, financial statement preparation, computer system migration, and doing business in China.
At Luke-Dorf, Inc. in Portland, Todd managed all business operations, including the accounting, IT, catering, purchasing, and distribution departments. He negotiated financing terms, oversaw reporting for government contracts, and worked with the outside audit firms for annual financial and A-133 audits. At Lifeline First Aid, he strategically led the organization through challenges related to overseas manufacturing and travelled regularly to China to verify process implementation. While serving as COO, he led successful accounting and MRP system conversions and directed ISO 9001 quality management certifications.
Todd holds a Masters in Business Administration from Marylhurst University and a BS in Accounting from Portland State University.
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 has 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.
Jody Paddack is a hands-on controller with over 30 years of experience including full-time accounting leadership roles and consulting. She enjoys teaching and learning from clients, and facilitating business decisions through clear and accurate financial reporting.
At multiple companies, Jody has successfully managed and trained staff on all accounting functions including payables and receivables, payroll, inventory control, job costing, BOM, cash management, reconciliations, financial statement preparation and analysis (including multi-currency), entity consolidations, and closings. She is skilled in preparing forecasts, budgets, projections, profitability analyses, and operating reports. Besides her accounting expertise, Jody also has experience in managing the HR function, working with IT staff during systems upgrades and conversions, and providing leadership to home owners associations and property management companies.
Jody holds a Bachelor of Arts in Business Administration, with an emphasis on Accounting, from Portland State University. She has served as a board member of the Mt. Park Homeowners Association and currently serves on the boards of the Kingsgate Park Homeowners Association and the Portland Chapter of the Institute of Management Accountants.
Bill Palmer has experience with the finances of nonprofits from multiple perspectives. For more than two years, he has acted as CFO at a local children’s charity, where he oversees the accounting staff and also assists the executive director in budgeting and long range planning to support capacity building. Bill spent ten years on the governing board of a private school, where he led the financial planning, led a capital campaign which successfully raised $1.5 million from private donors, negotiated long term loans, and set pricing policies. He has also successfully performed as acting CFO for companies in a wide range of for-profit industries, including software development, commercial real estate, construction, equipment distribution and service, and retail. As Chair of the CFO Selections foundation, he leads the Board as they review grant applicants and oversees disbursement of funds and reporting from grantees.
Bill holds an MBA from Seattle University, a BBAd from Gonzaga University, and is a graduate of the Pacific Coast Banking School. He has been involved in his community as Chair of the Finance and Development Committees at his church and as Treasurer of the Newport Yacht Club; he currently serves as the Vice President of his Homeowners Association and Board Treasurer at Kindering.
Patti Pearce is a senior financial executive with 30 years of experience in companies and nonprofit organizations, from banking and insurance firms to organizations working in the arts, education, clinical research, health support, and global health. She has a deep process, controls, systems and audit background, particularly in the nonprofit arena, and has successfully led HR, Facilities, and IT functions in addition to Finance.
Patti has worked in several fast-growing nonprofits and guided them through scaling their systems and processes. At PATH, she supervised an international staff of 25, overseeing financial operations for offices in 41 cities in 21 countries. She also played a strategic role in acquisition and integration of another nonprofit organization with international operations. Her international experience includes opening offices in Brussels, Switzerland, China, Myanmar, Ethiopia, Cote d’Ivoire, Mozambique, and the Democratic Republic of Congo. Patti has extensive experience in preparing for and completing financial statement and regulatory audits, particularly A-133 audits.
Patti holds a Bachelor of Arts Business (Accounting) from Seattle Pacific University. She is both a licensed CPA and a Chartered Global Management Accountant. In her free time, Patti is an avid knitter, traveler, and gardener; she also loves movies and is working her way through all 100 films in the American Film Institute’s “Top 100” films of all time.
Vincent Robertson is a proven senior financial and operations manager with over 30 years of experience in small to mid-sized private, public and non-profit companies with revenue ranging from $10M to $200M. Vincent has managed the finances and operations of international, multi-state and multi-entity businesses primarily focused in the distribution, industrial and manufacturing industries. He has also worked with hospitality, food service, and family owned businesses.
In his roles as CFO / VP Finance / Corp Controller, Vincent focused on achieving a robust financial foundation by building a strong balance sheet through cash and debt management coupled with healthy banking, vendor, and customer relationships. He is driven to improve the financial close process in order to produce timely and actionable financial information. This generates more time and energy to grow and manage the business through strategic planning, forecasts, cost optimization, and continuous improvement initiatives.
Vincent is a capable negotiator, skilled at reviewing and optimizing contracts and meeting business objectives through demonstrated success in project management. Projects have included managing corporate moves, facility closures, corporate restructure and downsizing, ERP implementations and conversions, changing bank relationships, debt financing, building new facilities, and due diligence.
Vincent received his accounting and business education from McGill University. He lives in Happy Valley, Oregon, enjoys team sports, and is actively involved in competitive tennis. He has been married 30 years and is the father of two daughters.
Phil Sabin is a proven executive with over 25 years of experience in finance and operations at fast growth startups and large corporations. He has extensive experience in technology companies, including internet, online advertising, business intelligence, and big data hosted (SaaS) business models. Phil began his career working in the finance departments of several banks, and went on to work as a controller, financial systems manager, and VP of Finance at multiple companies including Revenue Science (Digimine), Amazon.com, and Blue Kai.
Phil enjoys working with startups, including setting up accounting departments/processes, raising capital, and providing guidance for business decision-making based on practical financial models. At Revenue Science and Blue Kai, he was instrumental in providing business models, financial data, and analysis on the front end, and leading the due diligence and closing process on the back end, for multiple rounds of private financing and M&A. To assist his startup clients, Phil maintains an extensive network of startup-centric service providers.
Phil is a former Washington state CPA and holds a BA degree in business with an accounting concentration from the University of Washington. In his free time, Phil loves to be outdoors hiking, bicycling, and riding his Harley.
Richard Salitra is a senior financial executive and leader with well-rounded experience in finance, accounting operations, and general management in a breadth of industries. He has extensive operational experience in building the finance and administrative functions to support the rapid growth of small to mid-size organizations.
Richard’s leadership accomplishments range from improving the effectiveness of the Finance function and turning around underperforming Accounting departments to positioning his organizations for future growth. He has created and managed numerous initiatives to lower costs and improve operations. Richard is well-versed in working with management on fund-raising and liquidity issues, budgeting and forecasting, financial analysis and modeling, contract negotiation, and process/reporting improvements.
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. Richard is currently the CFO of the Infectious Disease Research Institute (IDRI), a Seattle-based non-profit medical research organization. As part of his responsibilities, Richard is experienced with Federal grant compliance, indirect allocation issues, and non-profit specific taxation.
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).
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.
Susan brings an extensive track record in senior financial management and organizational leadership to CFO Selections. She is passionate about building scalable companies into successful enterprises by implementing best practices from inception. This includes putting in place the right structures, processes, systems, and team. Susan’s expertise includes strategic planning and execution, business modeling, analysis, accounting, board reporting, M&A transactions, investor relations, and staff development. Her career has focused on the technology and venture capital industries and also includes oil & gas, commercial real estate, and nonprofit enterprises.
Susan began her career in public accounting with PricewaterhouseCoopers. She subsequently led several early stage companies to success as their key financial executive and ultimately leveraged this expertise into the launch of SeaPoint Ventures as a General Partner and co-founder. While at SeaPoint, Susan also served as the Interim CFO of several portfolio companies. In this role she effectively executed the requirements to build accounting and finance systems, work closely with other C-level executives, hire and develop staff, and report to the board of directors.
Susan brought her private company expertise to the nonprofit arena as the President and CEO of the Washington Technology Industry Association. Leading Washington State’s technology trade association included growing the member and sponsor base, revamping all systems, developing relevant programs, building corporate culture, and implementing an effective board governance model.
Susan has been actively involved in numerous organizations in the Pacific Northwest. She was a past President of the Evergreen Venture Capital Association; and a Board Director of Northwest Entrepreneur Network, the Technology Alliance, and Puget Sound Regional Council. Susan was a mentor in the University of Washington’s MBA Mentor Program as well as a UW visiting MBA faculty member. She served as an Advisory Board member of UW Bothell and of Seattle University’s Entrepreneurship Center.
Susan holds a BA and an MBA from the University of Washington. She enjoys hiking, yoga, nurturing life-long friendships, time with family, and reading.
Nancy Smith is a high capacity financial manager with success in a wide variety of settings in both the nonprofit and for profit sectors. She is passionate about engineering process improvement and navigating transitions, resulting in sustainable efficiencies and cost savings. In addition to core accounting competencies, she is experienced at managing other support functions such as IT, Human Resources, and Operations.
Nancy has directed the accounting and finance functions of multiple organizations as a full-time employee and as a consultant. As Chief Financial Officer of World Relief, a $45M international relief and development organization, she led the integration of two finance departments and provided increased visibility and accountability of program operations through improving financial models and analysis. Most recently, she was Director of Accounting at the Evangelical Free Church of America where she acted as controller for a combined $40M budget of the denomination, its US and international programs, and its charitable foundation. Nancy began her career as the Accounting Manager for C&C Paints, and has also worked in public accounting at Ernst and Young, where she directed and participated in consulting projects for telecommunications companies and trade associations.
Nancy is a licensed as a CPA in Washington state. She holds an MBA in Finance/MIS from the University of Washington and a BA in Business from Seattle Pacific University
Allan is a skilled financial professional with a deep understanding of finance operations and auditing in both the public and private sectors. He is a consensus builder and skilled negotiator with the ability to develop and present complex information and obtain useful feedback to drive business decisions.
Before joining CFO Selections, Allan served his community while working for state, county, and local government agencies, including five years as Assistant Auditor for the State of Washington. As a consultant in private practice, he was responsible for accounting, finance, forecasting, strategic planning, job costing, deal analysis, negotiation, and financing in client organizations. He trained, supervised, and mentored team members, and oversaw the conversion of several accounting systems, including development of operations policies and procedures to ensure timely and accurate system migration. He began his career in public accounting, working in the tax groups of three public accounting firms.
Allan holds a Bachelor of Science in Accounting from Central Washington University and is a CPA licensed in Washington state. When he’s not working, Allan enjoys bike riding and reading. He lives in Kenmore.
Becky is an experienced financial leader with over 20 years of experience in a diverse set of industries including aviation, software, retail, and nonprofits. She has extensive expertise helping small to mid-size companies gain control over their accounting/finance operations and apply their financial assets, smartly and strategically, to support the accomplishment of key corporate objectives. In addition to her deep technical accounting background, Becky has the ability to oversee multiple other departments including Operations, HR, Payroll, and Information Technology. Becky has a passion for helping companies strengthen their finance organizations and helping to position them for future growth.
As VP of Finance & Administration and CFO of Naverus, Inc., Becky successfully closed Series B, Series C, and Series D rounds of preferred stock financing. She played a key role in building the financial and operational infrastructure necessary to support the growth of the company. In addition, Becky played the lead Finance role in acquisition discussions with potential buyers that resulted in the successful sale of the company to GE. Her international experience includes opening offices in Beijing, Brisbane, and Vancouver, Canada as well as managing offices in the UK and France.
Becky holds a Bachelor of Arts in Business Administration (Accounting) from the University of Washington. She and her husband reside in Kent, WA and she enjoys travel, cooking, and bike riding.
Debbie Treen is a senior accounting and finance professional with a perspective that is both wide and deep, integrating experience from publicly traded, privately held, and start-up businesses. Debbie is highly adept at simplifying complicated concepts into components which are both easily understood and actionable. She utilizes concise analytical metrics and financial models, delivering clear forecasts and executable strategies for maximizing company profitability.
As Chief Financial Officer, Debbie established accounting, administration, HR, and IT operations for Smart Cremation at the company’s startup. She increased gross margin by 7%, saved $250K in overhead costs by locating multiple functions in a shared service environment, and facilitated a 25% staff reduction while maintaining productivity and team morale. As VP of Finance and CAO of the Neptune Society, she grew revenue from $23M to $53M and net income from $2M to $8M during a three year period. She also successfully relocated the company’s home office from California to Florida, recruiting and training all new staff and seamlessly transferring functions.
Debbie holds a Bachelor of Arts in Business Administration from Seattle University. She is the former Mayor of Bothell and a former Bothell City Council member. Debbie lives in Sammamish with her husband, where she enjoys bird watching, hiking, and gardening with native plants.
Brian Ulman is a dynamic financial professional with broad experience in telecommunications, ecommerce, manufacturing, and distribution companies. He is able to guide accounting departments through significant change, preserving ongoing efficiency while creating scalable processes. Brian’s proven areas of expertise include accounting operations, fund raising, international accounting, and pre and post-sales M & A.
Prior to joining CFO Selections, Brian was a consultant on assignment at Expedia, where his responsibilities included financial reporting, M&A purchase accounting, and Sarbox 404 policies and procedures. As controller at Adaptix, Integrex and Wavtrace, he led the accounting functions including accounting systems, procedures, controls, GAAP financial statements, audit, business planning, risk management, banking relationships, budgeting, forecasting, management reporting, cost modeling, cash management, and state and federal tax compliance. He led due diligence for the sale of Adaptix, Integrex, and Wavtrace, in addition to raising nearly $100M in private capital and $10M in debt and lease financing.
Brian is a Washington state CPA and holds a BA in business administration from the University of Washington. He lives in Seattle with his family and enjoys skiing, backpacking, and fly fishing.
Kari Whipple is a strong financial manager with experience in diverse industries including software, manufacturing, and services. She has a broad perspective from working in environments ranging from fast-growing startups to Fortune 500 companies. Her areas of special interest and skills include financial statement preparation and review, technical accounting research, process documentation for accounting procedures and internal controls, audits, and regulatory reporting and compliance.
At Precision Castparts Corp., Kari oversaw all aspects of financial reporting and accounted for complex accounting transactions including multiple business combinations, discontinued operations, and equity compensation. At MedicaLogic, Kari effectively transitioned financial records and processes to WebMD and GE Medical Systems during their respective acquisitions, and was retained as a key employee through the company’s entire Chapter 11 bankruptcy filing. She began her career in public accounting with PricewaterhouseCoopers in the Portland and Los Angeles offices.
Kari is an Oregon CPA-Inactive and holds a Bachelor of Science in Business Administration (Accounting and International Business) from Oregon State University. She enjoys spending time on the Oregon Coast with her husband and three children, as well as volunteer positions which support her kids’ education and activities.
Steve is a veteran financial executive with over 35 years of experience in finance and accounting. He has been both a Chief Financial Officer and a Financial Controller with extensive hands-on experience in technology, software, manufacturing, distribution, and other industries. He has also worked as a consulting CFO to multiple client businesses, providing strategic leadership in the areas of business planning, cash management, financial analysis, budgeting, and accounting systems enhancements.
Steve has a broad background with startup, early stage, and mid-size companies and has developed and implemented the accounting structure, controls, and reporting for several businesses. He has also overseen investment, banking, legal, and other key corporate relationships and has implemented and managed several debt and equity financings. Steve is an expert in risk mitigation, cost control, and organizational efficiency. He has worked extensively with corporate boards and is an expert in corporate administration and governance.
Steve holds Certified Management Accountant certification and is a licensed CPA in the state of Washington.
Steve is a Washington native and enjoys family, hiking, reading, and music.
Steve Winslow is a seasoned finance executive with over twenty years of progressive responsibility in both public and private companies. He has raised over $4.5 billion in debt and equity financing, and has proven experience in mergers and acquisitions, operational support and analysis, foreign operations, liquidity and loan compliance, investor relations, rating agencies, and SEC and corporate disclosures.
Steve was previously the CFO for SeaMobile, a global VSAT satellite communications company. As CFO of SeaMobile Inc., Steve negotiated, managed due diligence for, and financed two acquisitions, expanding the company’s geographic reach and securing its access to key customer contracts and platforms to deliver new products. After the acquisitions, he managed and integrated systems and personnel including offices in both the United States and France. Prior to SeaMobile he spent ten years in various leadership roles with Western Wireless Corporation, which was acquired by Alltel in 2005.
Steve spent two years as the Chairman of the Cellular Telecommunications Industry Association’s Wireless Tax Group, where he brokered industry agreement that led to passage of landmark federal legislation, and developed industry-wide legislative positions, coordinated lobbying efforts, and managed communications with member companies and media.
Steve also spent eleven years as a Tax Manager at Arthur Andersen LLP. He holds an MBA from the University of Washington and a BS in Business Administration from the University of Montana. He lives in Seattle, where is he active on various boards, including the Advisory Board of the University of Montana’s School of Business Administration and the Issaquah School District Boundary Committee.
Jim is a seasoned financial executive with significant international business experience, having held CFO, VP Finance, Corporate Treasurer, and Divisional Controller positions in public, private and nonprofit companies. He has a strong ability to partner with the CEO/President to grow and develop the business. He also has extensive systems, problem solving, and staff development skills, and an ability to achieve operating results by focusing both on effective management and on developing excellent working relationships at all levels. He has a deep expertise in financing (debt and equity), mergers, acquisitions and divestitures, development of 1-5 year business plans, cost control, and change and risk management.
Jim is originally from Canada and holds a Bachelor of Commerce degree from Laurentian University. He earned his CA/CPA while working in the Toronto office of KPMG. Active in the community, he is a member of the Board and Finance Committee of Cocoon House (Everett, WA), former Treasurer and Board Member of the Seattle Chapter of the Association for Corporate Growth (ACG), and an active member of the Granite Curling club.
Jim was named 2013 CFO of the year (nonprofit organizations) by the Puget Sound Business Journal.
“Thanks to Jeff for improving the quality of our financial reporting so that we could pass the due diligence requirements for a major transaction.”-- Nick Goyak, General Counsel, Powin Corporation
“The outsourced CFO is an ideal, cost effective solution for many of our small and mid-sized clients that don’t yet need a permanent financial executive on staff.”-- Mike Gano, Managing Partner, The Partners Group
“CFO Selections has sent us the perfect person to help streamline our processes, evaluate our financial product and personnel and respond to questions that were beyond basic bookkeeping. We love having her as part of our team!”-- Toyan Copeland, Co-owner, The Copeland Group
“My recruiting and HR team made the comment that CFO Selections is one of the top two executive search firms they have worked with in all their years of recruiting. This is high praise from an experienced team.”-- Lynn Takaki, VP – HR, Precor Incorporated
“CFO Selections does an exceptional job of getting to know both their candidates and their clients. This paid dividends in my case as Alex brought a relocation opportunity to me after working with me on another position. It turned out to be a great fit professionally and personally. This would not have happened had Alex not spent the time with me up front, stayed in touch, and reached out when he identified the potential opportunity.”-- Sean Tallarico, Controller, Pope Resources/Olympic Resource Management
“Our short term consultant filled our urgent need and we also ended up being able to hire a stellar candidate thanks to Rich’s help in the search; Leann is the perfect technical and cultural match for us.”-- Martinique Grigg, Exec. Director Mountaineers
“We have been so grateful to have Robert from your consulting team as part of Oiselle. He has truly been a difference maker.”-- Sally Bergeson, Founder + CEO, Oiselle
“Thanks to CFO Selections, I have an awesome CFO, Salley Anderson, who is totally ‘owning’ transforming my accounting department.”-- Marlaine McCauley, President/CEO, Apex Facility Resources
“CFO Selections delivered the finance professional we were looking for. This individual not only provides the technical expertise we need but also is an excellent fit with our corporate culture.”-- Andy Skipton, CFO, Logos Bible Software
“When we needed specific skills for a project, CFO Selections was able to quickly find someone who was a great fit for both our project and our company. We saved months of recruiting and got help on the terms and timeline we needed.”-- Bob Pritchett, President/CEO, Logos Bible Software
A charitable, non-profit organization that provides time, talent, and treasure to further the well-being of Washington’s foster children.
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