Business Finance & Accounting

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Richard S. Smith

Richard S. Smith

Current City: Weaverville, NC
Chapter: Asheville SCORE

1. Manufacturing & service industry "hands on" business and financial guy

2. Seasoned pro who can convey complex concepts in simple terms as a businessman, not just as a "bean counter"

3. 13 years experience with large firms (Swift/ConAgra, Nabisco, Kraft, BASF) and 25 years with small companies, many as a part owner/operator & consultant struggling to make payroll

4. CFO

5. Full Quick Books, strategic planning, g/l, standard & job costing, tax, banking, private equity fund raising ($2M+ for 1 client), projections, M & A, financial analysis, business valuations, cash flow management

6. Served on several boards

7. Taught Corporate Finance (UNCW) and Strategy & Planning (Campbell University)

Resume

Education

BA in Economics (Johns Hopkins)

MBA in Finance (University of Chicago)

Certified Management Accountant (CMA)

 

Donna O'Connor

Donna O'Connor

Current City: Abington, MA

Recently retired from the US. Small Business Administration (SBA) after 33 years of service, as a Economic  Development Specialist.  I also had additional 3 years Government Services under IRS and ICC (Interstate Commerce Commission.   I am familiar with SBA's financing incentives and special programs, i.e. Government Contracting incentives under 8(a) Business Development, HubZone, Small Disadvantaged Business, Service-Disabled Veteran-Owned Small Business and Women-Owned Small Business Federal Contract Program.  Experienced in creating power-points and workshop programs.  Knowledge of SBA's resource partnerships, i.e. Small Business Development (MSBDC), Chambers of Commerce, South Eastern Economic Development Corp (SEED), Center for Women & Enterprise (CWE) and Veteran programs and services throughout SE MA, the Cape & Islands.  

Resume

Education

Graduated 1969 Weymouth High

Graduated 1970 Quincy Vocation Surgical Technician Program

Varies courses through Quincy College and  Bunker Hill Community College: Business and Marketing Development Programs; Real Estate practices and valuations 

 

 

Julio C. Canas

Investment Management Professional & Entrepreneur Helping People Find Peace of M

Julio C. Canas

Current City: Miami, FL
Chapter: Miami Dade

Resume

Education

Master of Science in Banking and Financial Services Management - Boston University (Candidate)

Master in Financial Markets and Asset Management - IEB (Madrid, Spain)

Bachelor's Degree in Economics - UCAB (Caracas, Venezuela)
 

Andres Mejorado

Andres Mejorado

Current City: El Paso, TX
Chapter: El Paso SCORE

Resume

Rodney Rangen

Rodney Rangen

Current City: Brainerd, MN

30 years in banking. Working in lending and management.

Resume

Education

Graduate school of Banking at Madison WI

 

National Commercial Lending School at Norman Oklahoma

Edward Collins

Edward Collins

Current City: Wilmington, DE
Chapter: Delaware SCORE

Foreman - Leeds & Northrup (instrumentation)

General Manager - LG Nestor, Inc.(scientific glassblowing)

Ass't to Technology Group VP - Singer Co.

GM - Ballantine Labs (test instrumentation)

GM - Cavitron Ultrasonics, Inc.(ultrasonic dental and medical equipment)

Group VP - Cavitron Corp (ultrasonic instrumentation, medical devices).

VP - IPCO Corp

President - Hospital Supply Division, IPCO Corp.

Group VP - IPCO Corp (dental prosthetics, blood and plasma collection, medical instrumentation)

GM - Silhouette Optical US (eyeware frame distribution)

GM Granada Hospital Group (hospital TV services)

President Sonokinetics, Inc. (ultrasonic orthopedic surgical instrumentation)

Novartis Corp Federal Government Contracting Manager

Government Consulting Services (pharma consulting, contracting with the Federal Government)

 

Resume

Education

<p>
BS Physics - Fordham University</p>

<p>
MBA - Wharton School of Finance</p>

Justin Hitt

Justin Hitt (headshot) Business Analyst

Justin Hitt

Current City: Martinsville, VA

Areas of expertise include marketing, procurement, and operations to increase profits for commercial market trade businesses. Authored "How YOU Can Increase B2B Sales and Profits in 90 Days or Less" which is a result of plans clients have used to produce hundreds of missions in profits. Ran a computer consulting business for more than nine years, have sold for various industrial companies, am currently a business analyst with a Fortune 100 financial services firm. Have worked for three of the five big financial services firms. Have managed hundreds of millions in client logistics portfolios, data center migrations, business development campaigns, and information technology integration. My experience includes consulting hundreds of small businesses (under one million dollars in revenue up to 20 million) on marketing process, direct response advertising, sales pipeline, profitable.

Resume

David Liebman

David Liebman

Current City: Pleasanton, CA
Chapter: East Bay SCORE

David Liebman

 

Pleasanton, California | dmliebo@sbcglobal.net

 

 

 

Chief Financial Officer and Product Group Executive

 

Innovative, entrepreneurial executive with extensive multi-national, financial, operational and sales leadership experience.  Built and developed all aspects of top performing financial, human resource, risk, safety and compliance functions.  Extensive experience in raising capital, mergers and acquisitions, post-acquisition integration and turnarounds.  Strong leader who successfully managed organizations through varied business cycles.  Possess a highly collaborative style leading service-oriented organizations designed to enhance and simplify operational efficiency.  Provided various types of succinct, timely and accurate financial information used to enhance the quality of decision making.

 

  • Full P & L and Business Responsibility
  • Negotiating L/T Contracts and Material Commitments
  • Financial Reporting, Forecasting, and Internal Control
  • Relationships with JV Partners, Vendors, and Customers
  • Corporate Restructuring/Start-up/Turnaround
  • Developing and Consulting for Non-Financial Executives
  • Mergers/Acquisitions/Divestitures
  • Team Leadership/Career Development
  • Risk and EH&S Regulatory Compliance and Management
  • Human Resources and Labor Relations

 

 

Selected Accomplishments

 

  • Co-founded and led ConGlobal Industries Holding, Inc., an MBO of a repair and maintenance division of Itel Containers International, Inc.  CGI was a single product company, generating revenues of $12 million and comprised of six domestic facilities with 135 employees.  Upon sale, CGI was an international, diversified service company, generating $150 million in revenue with 31 facilities
  • Successfully designed, built, and led accounting, finance, tax, legal, human resources and labor relations, risk and safety, and regulatory compliance (DOT, OSHA, and EPA). 
  • Originated and completed multiple acquisitions, divestitures, and financings.  Negotiated an early retirement of debt that resulted in a $2.5 million (33%) gain and included the retirement of 33% of the company at no incremental cost. 
  • Concurrent with CFO responsibilities, promoted to Group Executive of a $5 million transportation business.  Redirected business to an asset light environment and grew the business fivefold in three years. 
  • Established and assembled a centralized purchasing function and parts distribution business.  Divested this division to its largest competitor for a profit, while simultaneously negotiating a long-term discounted purchasing arrangement which resulted in improved parts margins.
  • Led cost containment efforts and maintained banking relationship during a 50% downturn in customer stored equipment, the company’s most profitable product. 
  • Established and managed the creation of a safety and compliance group which enabled the company to earn a satisfactory DOT rating, achieve successive years of declining insurance claims, sequentially reduced ex-mod score and insurance premiums.  Initiated the use of high deductible policies and highly profitable self-insurance programs.
  • Managed and directed human resources and payroll, purchased and delivered employee benefit programs, while becoming the lead negotiator for all collective bargaining agreements. Successful management of these services is measured by employee longevity, lack of union grievances, and low employee turnover.
  • During times of prosperity, developed metrics, led work groups, and held personal conversations with individuals responsible for collections and inventory purchasing.  New cash flow initiatives and follow-up led to a five-day decline in DSO and the lowest historical inventory levels.  Cash flow importance has remained intact and is now an embedded daily operating focus.
  • Created a Joint Venture with a Native American tribe.  Key components of this transaction included leasing land at substantially below market rates, profit sharing, and offering job opportunities to unemployed tribal members. 

 

  •  

David Liebman                                                                         Page 2

 

CONGLOBAL INDUSTRIES HOLDING, INC., San Ramon, California                                              1992-2014

Global leading, full-service supplier to the intermodal equipment industry.  Provides storage, handling and repairs, and drayage services at 31 locations in the U.S., Mexico, and Costa Rica to global shipping lines, international leasing companies, and other owners/operators of intermodal equipment. Also a reseller of refrigeration parts and intermodal equipment in new and used condition to consumers, corporations, government, and military institutions. Has approximately 1,000 union and non-union employees and was a privately held company.

Chief Financial Officer and Member of the Board of Directors                                                    1992-2014

Developed and led accounting, human resources, safety and regulatory compliance functions.  Heavily involved in all aspects of business.  Accessible, collaborative, and consultative to General Managers.  Managed as many as 20 individuals across multiple functions.

  • Integrated all accounting and administrative functions of eight acquired company’s, including one international company with nominal headcount growth.
  • Developed a service oriented environment where personnel were expected to visit operating facilities, understand operations, and provide information as well as consultative advice. 
  • Reduced costs by $9,000,000 through the successful merger and integration of CGI’s largest competitor.  Improved gross margins by 5% during the subsequent three years, post merger period, avoiding bankruptcy of the two newly merged companies.
  • Served as a member of the Board of Directors since inception.

Group Executive, ConGlobal Transportation                                                                                  1996-2002

Reorganized and led the formation of a new and unified transportation business, accountable for P & L results that was initially comprised of four independently managed business units, generating five million in revenues.

  • Achieved 500% revenue growth over three years while expanding this product line to eight facilities.
  • Formalized safety and compliance efforts, exceeding DOT standards while earning a satisfactory rating.
  • Transformed the business from owned assets to an asset light environment employing primarily owner operators.

Group Executive, CTC Industries                                                                                                      1993-2000

Established a start-up centralized parts purchasing and distribution business.  Accountable for P & L results.

·        Penetrated new markets and achieved revenue growth from outside sources of $2,000,000 while enhancing internal parts margins by 4% from resulting parts discounts.  Expanded to two warehouse/distribution centers.

·        Sold division to largest competitor for $250,000 gain simultaneously liquidating $150,000 of obsolete inventory.  Structured a national long-term parts purchasing agreement with Buyer further improving parts margins.

 

ITEL CONTAINERS INTERNATIONAL, INC., San Francisco, California                                           1989-1992

$150 million international container leasing company.

Assistant Controller, Itel Terminals and After Market

·        Created financial departments for two divisions.  Established financial reporting procedures and reports, field audits, and financial controls and disciplines.  Achieved financial accuracy and credibility with field personnel.

·        Participated in after market M & A activities, including due diligence, monitoring portfolio companies performance, and reporting results to senior management.

 

MARIGOLD ENTERPRISES, INC., Greenwich, Connecticut                                                                               

Start-up up management consulting, real estate development, and investment banking boutique.

Corporate Controller and Investment Banking Associate

·        Started the first accounting and financial reporting department.

·        Performed financial analysis, due diligence, modeling, and document review for acquisition targets.

 

ERNST & WHINNEY AND VARIOUS PUBLIC ACCOUNTING FIRMS                                                                

Audit Manager

 

EDUCATION

 

Bachelor of Science, Accounting, SUNY at Albany

 

Professional Affiliations

 

AICPA

Resume

Education

SUNY Albany & AICPA

Susan Doll

Susan Doll

Current City: Spokane, WA
Chapter: SCORE Spokane

Resume

Education

Bachelor’s Degree in Accounting, 1999. University of South Florida, Saint Petersburg, Florida

Moody’s Credit training

RMA Financial Statement Analysis

Certified in Excel, Word, Outlook and QuickBooks Pro

Nilgun Foley

Nilgun Foley

Nilgun Foley

Current City: Norwalk, CT

I want to share my practical experience and help people accelerate the development of their businesses. Raised in Istanbul, Turkey and college educated in the U.S., I lived and worked in Istanbul, Boston, Frankfurt, and London prior to returning to the States with my family. My professional training is in banking and finance. I held business origination, relationship management, and financial planning positions in multinational companies, medium sized businesses, and also worked independently as a consultant. In 2013, I founded my professional organizing business as a solopreneur. I enjoy meeting people from different walks of life and finding common ground.

Resume

Education

BA in Economics, Skidmore College, Saratoga Springs, NY 1983 - Phi Beta Kappa

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