OUR NON-PROFIT 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!

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Tammy Helgeson

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.

Tammy Helgeson Resume


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Bill Palmer

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.

Bill Palmer Resume


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Patti Pearce

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.

Patti Pearce Resume


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Richard Salitra

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 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).

Richard Salitra Resume


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Nancy Smith

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

Nancy Smith Resume


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Allan Thompson

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.

Allan Thompson Resume


Becky Todd

Becky Todd

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.

Becky Todd Resume


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Jim Wood

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 teacher for Junior Achievement of Washington, former 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.

Jim Wood Resume


TESTIMONIALS

“We are confident in our strong financial infrastructure, which we attribute to the expertise of our CFO Selections consultant.”

-- Diana Dollar, Executive Director, The Prosperity Agenda

 

“CFO Selections was critical to the success of our organization during a time of transition.
We value the integrity and ethical standards of our CFO.  He developed and is maintaining the trust and
confidence of our key stakeholders.  He is reliable under pressure and does what it takes to ensure results.”

-- Andrea Caupain, Chief Executive Officer, Centerstone

 

“CFO Selections has exceeded our expectations.  They were able to quickly understand the complexity of our organization and effectively communicate the financial implications of decisions.”

-- Michael Stewart, Executive Director, Boyer Children’s Clinic

 

“Our requirements were extremely broad. I was skeptical myself when I reread the job description. But within weeks, CFO Selections had assembled a half-dozen candidates with the requisite skill, motivation, and values—and our ultimate selection was a genuine superstar.”

-- Dennis Hayes, President & CEO, Bullitt Foundation

 

“Our CFOS Consultant  has not only done a superb job as a CFO but he has also been instrumental in helping us put together a proposal that brought in much-needed and very timely funding. He has taken a very active and engaged role here at New Futures. I, and my board, are very pleased that we decided to choose CFO Selections to fill our finance leadership needs.”

-- Jenn Remirez Robinson, Interim Executive Director, New Futures

 

“Those around [our CFOS consultant] quickly learned to listen to his words of wisdom and questions. Not only has he strengthened our core business practices, he has brought real value, resulting in a much stronger balance sheet.”

-- Kirk Wheeler, Ed.D., Head of School St Thomas School

 

CFOS FOUNDATION

A charitable foundation providing time, talent, and treasure to foster children within the communities CFO Selections serves.

PRESS RELEASES

Read through our corporate press releases to keep up on CFO news and recent placements.

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