Business Strategy & Planning

22

Richard S. Smith

Richard S. Smith

Current City: Weaverville, NC
Chapter: Asheville SCORE

Expert in writing business plans and finance and accounting. Very knowledgeable in business operations. 

Seasoned pro who can convey complex concepts in simple terms as a businessman, not as a “bean counter”;  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 (!); CFO; BA Johns Hopkins, MBA U. of Chicago; CMA; full Quick Books experience; 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 mgmt; served on several boards; taught Corporate Finance and Strategy & Planning at UNCW and Campbell University, respectively.

 

Resume

Education

BA in Economics (Johns Hopkins)

MBA in Finance (University of Chicago)

Certified Management Accountant (CMA)

 

William Joseph Berry

William Joseph Berry

Current City: Sylvania, OH

A results-oriented and enterprising General Manager and Corporate Executive, with extensive domestic and international experience.  Main specialty is in sales and marketing, corporate operations, strategic planning, profit and loss management, territory management, OEM relationships, global business interactions, corporate governance, and J-SOX compliance.  Leverages sound financial judgment and changing marketplace needs to develop strong business plans and drive continuous change across Total Organization.  Builds and develops teams that tackle and achieve business objectives to meet the expectations of all stakeholders.

Resume

Education

<p>
University of Strathclyde, Glasgow, Scotland, <strong><em>B.A., Marketing and Finance,</em></strong> 1980 (graduated with honors)</p>

<p>
<em>Associate, Institute of Financial Accountants</em>, 1991</p>

Mark Moorman

Mark Moorman

Current City: McKinney, TX
Chapter: Dallas SCORE

Past Franchisee, franchise consultant helping sincere prospective business owners find the business that matches their goals, values, skill set, life style and financial situation.

Resume

Steve R. Smith

Steve R. Smith

Current City: Westport, CT

40+ years with IBM in sales and sales management, marketing and product development

Resume

Education

MS Business, Miami University, Oxford, Ohio  1971

MBA The Ohio State University, Columbus, Ohio  1972

International Business Management, Cal. Berkeley, 1986

Global Leadership Program, University of Michigan, 1990

 

Julio C. Canas

Investment Advisor & Entrepreneur Helping People Find Peace of Mind

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)
 

Gregory Schwarz

Gregory Schwarz

Current City: Jamesville, NY
Chapter: Syracuse SCORE

Retail, wholesale, recreation/travel, manufacturing. Textiles, sewn goods manufacturing. Product design, manufacturing and distribution.

Resume

Alverta Lopez

Alverta Lopez

Current City: Accokeek, MD

Alverta Lopez is the president of APL Solutions, LLC.  Her primary focus is on winning and maintaining contract awards in the areas of Management Consulting (as it relates to Administrative Management, Human Resource Consulting, Telecommunications Consulting, Staffing Services, Project Management and Contracts Management).  The company's primary focus is to help companies improve performance, comply with complex regulations, enhance infrastructure and stimulate growth.  Our responsibilities include all aspects of the day-to-day operations as well as providing consulting services to clients who are interested in getting into the Federal space. 

Prior to owning APL Solutions, LLC, Ms. Lopez served as the President of a full ground transportation company for over 6 years.  Her responsibilities included Managing Projects, administering the management of the corporation, its employees and consultants and providing leadership to the team.  She was the lead person responsible for the signature and audit of invoices, checks, releases, Billing, Accounts Receivables/Payables, and other documents in the name of the company.  I was also responsible for executing Teaming Agreements (NDA/Joint Venture's (JV) ); overseeing contracts and proposal preparation; as well as  hiring the right staff to support senior management as well as other  Government Officials. 

Before becoming president, Ms. Lopez served in a number of Billing, Finance and Contract support roles.  She managed support staff; developed processes and procedures, provided Process improvement plans and Training Guides to be used by all employees and worked on several Government Contracts with GSA, making sure we were in compliance with the FAR (Federal Acquisition Regulation) from a billing perspective, managed Accounts Receivables/Payables/Collections .   Ms. Lopez has a track record of being able to reduce accounts receivables. Previous Federal/Government project work included services to the following agencies:  MCI/Verizon, AT&T, Winstar, and a Consultant to MODIS, Inc.

 

Resume

Education

<p> <strong>BS, Mathematics, </strong>Elizabeth City State University, NC, 1982.&nbsp; Computer Science - Minor.</p> <p> <strong>Certificate, Mathematics</strong>, Atlanta University, Atlanta, GA, 1981. Computer Science - Minor.</p>

Dawn Lyons

Dawn Lyons

Current City: Ridgefield, CT

Resume

William E. (Bill) Schmidt

William E. (Bill) Schmidt

Current City: Richmond, TX
Chapter: SCORE Houston

Small Business Owner, Financial Investment Consultant

A 50% owner with a partner who in 1991, created a company that grossed over $700K in revenue our first year to our best year in 2008 with revenue in excess of $27 million in the sale and installation of flooring products with commercial and  production builders in the Houston, Dallas, Austin and San Antonio markets.   In 1994, our company made the Houston 100 – Houston’s Fastest Growing Companies. 

Resume

Education

&lt;p&gt;
New Mexico State University&lt;/p&gt;

&lt;p&gt;
BBA, Double Major: Finance &amp;amp; Real Estate&lt;/p&gt;

Daniel Ferdinand

Expert HR Professional Specializing in Non-Profit Organizations

Daniel Ferdinand

Current City: Wilmette, IL
Chapter: Chicago SCORE

30 + years as a senior manager and private consultant working with and for non-profit organizations.

Areas of expertise include: Organizational Development | Labor & Employment Relations | Employment Law | Quality Improvement | Management of Human Resource | Troubleshooting

Resume

Education

<p> B.S. Business Administration + extensive learning through practical experience and study.</p>

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