CFOLC - Key Persons


Aaron Spool

Job Titles:
  • Managing Director, Eventus Advisory Group

Adam Tuchscherer

Job Titles:
  • Account Executive, Workday

Alex Cedro

Job Titles:
  • Vice President, Finance, Tipalti

Alex Mize

Job Titles:
  • VP Finance and Accounting, Land Title Guarantee Company

Allison Coyle

Job Titles:
  • VP of Finance and Operations, the Kinetix Group

Allison Ruch

Job Titles:
  • Owner / Practitioner, Syncopate Financial Leadership

Amanda Bokesch

Job Titles:
  • Certified Business Performance Advisor, Insperity

Amber Kaipaka

Job Titles:
  • Director of Finance & Operations, Voicebox Karaoke

Amber Peña

Job Titles:
  • Market Director, Robert Half

Amy Acosta

Job Titles:
  • CFO, Sentrics

Amy Alost

Job Titles:
  • CFO, INTEGRIS Lighting

Amy Diebler

Job Titles:
  • CFO, Verdesian Life Sciences

Ananth Avva

Job Titles:
  • CFO & BizOps, Lastline, Inc

Andrew Cherry

Job Titles:
  • Managing Director, KPMG

Andrew Katcher

Job Titles:
  • Interim CFO, Gigster

Andrew Laing

Job Titles:
  • Sales Director, Vistra

Andrew Waquespack

Job Titles:
  • SVP, Colliers International

Andy Dunn

Job Titles:
  • VP Finance, Bluepeak

Angela Fowler

Job Titles:
  • Managing Partner, Tax Services, BDO

Angela Tise

Job Titles:
  • Northeast Regional Director, National Membership Chair
As a leader in the marketing efforts of our northeast region, Angela is an experienced manager who strives to improve and insure overall membership quality. In addition, on a national level, she supports our financial executives with our uniquely designed members-only Problem Solving Forums and Ask The Expert calls. Angela began her career at Unilever Cosmetics Corporation as a Global Marketing Liaison, where she was responsible for the sales aids and advertising of more than 35 brands. She was also the Director of Marketing and Business Development for Panasonic and, most recently, Manager of Membership Services for FEI. Angela received a Bachelor of Arts degree in English and a Master of Arts degree in Education at Montclair State University.

Angie Langlois

Job Titles:
  • Partner, Ascendo Resources

Ansis Bundza

Job Titles:
  • Account Executive, Oracle NetSuite

Anthony DiGiulian

Job Titles:
  • Director at SC & H Group

Ashley Sarokhan

Job Titles:
  • Commercial Banking Sales Leader, KeyBank Commercial

Austin Kakar

Job Titles:
  • Vice President, Client Solutions, Sayva Solutions

Becky Giot

Job Titles:
  • CFO, Bracewell

Becky McDougal

Job Titles:
  • Director, Program Operations Gloria Cordes Larson Center for Women and Business ( CWB ), Bentley University

Ben Gredler

Job Titles:
  • Vice President, Business Banking Relationship Manager, Bank of America

Ben Phillips

Job Titles:
  • Member of the Phoenix Advisory Board
  • VP Internal Audit, PetSmart

Benjamin Dowell

Job Titles:
  • President, Chaimberlain Advisors

Benjamin Stern

Job Titles:
  • Managing Senior Vice President, Heffernan Insurance Brokers

Beth Damis

Job Titles:
  • CFO, Penny Arcade, Inc

Blair Habuda

Job Titles:
  • CFO, Aceyus Inc

Bob Wells

Job Titles:
  • Partner, B2B CFO®

Bona K. Allen

Job Titles:
  • Co - Chair Atlanta CFOLC, SVP & CFO Kajima Building and Design Group

Bonnie Tomei

Job Titles:
  • CFO, Spectra7 Microsystems

Brandon Watson

Job Titles:
  • District Manager, Insperity

Bret McCuistion

Job Titles:
  • VP, DFW Market Director, Robert Half

Brett Abbey

Job Titles:
  • CFO, Mob Scene

Brett Bowman

Job Titles:
  • CFO, Securonix

Brian Beaupre

Job Titles:
  • Head of Finance, Cisco Cloud Security

Brian Liss

Job Titles:
  • Executive Managing Director, Newmark

Brian Marszowski

Job Titles:
  • Vice President of Finance

Bryan Hewitt

Job Titles:
  • Director, Professional Services - Finance and Accounting - Permanent Search at Randstad Canada

Bryan Lorello

Job Titles:
  • Partner, BDO USA, LLP

Calli Thompson

Job Titles:
  • Oracle NetSuite, NetSuite Solutions Advisor

Cam Schilling

Job Titles:
  • Assistant VP, USI Insurance Services Northwest

Carmen Lewis

Job Titles:
  • Controller, J.F. Shelton Company

Carole M. (Davis) Adolphe

Job Titles:
  • Vice President, Finance and Contracts, Mobius

Caroline Boyce - CMO

Job Titles:
  • Manager
  • Marketing Director
  • National Membership Manager / Director of Diversity, Equity and Inclusion
  • National Membership Manager, Boston Chapter Director
Caroline Boyce is the manager of membership services and is responsible for member recruitment and retention, onboarding new members and working with chapter directors to optimize the member experience. She is also the chair of our newly launched diversity & inclusion initiative. Caroline is a strategic, growth-minded business leader with over 20 years of management experience directing major projects and high-performance teams within demanding corporate environments. She joined the CFO Leadership Council in June 2014, in the role of marketing director for the Philadelphia chapter. Since then she has held several roles, including marketing director for the Boston & Washington, D.C. chapters, and marketing operations manager. Before joining the CFOLC, she worked in business and project management for such companies as Bank of America, BNP Paribas and Natixis. Caroline received her Master of Science in Human Resource Development/Adult Education from Fordham University and Bachelor of Arts Degree from Stony Brook University.

Catherine Cabe

Job Titles:
  • Client Service Director, Robert Half

Cedar Georgevich

Job Titles:
  • Senior Vice President, Hughes Marino

Charlie Plummer

Job Titles:
  • Co - Chair Charlotte CFOLC, Group CFO, Camin Cargo Control Inc.

Chip Michaud

Job Titles:
  • Director, Corporate Controller at Homology Medicines, Inc

Chris Caprio

Job Titles:
  • CFO, Focus Technology Solutions, Inc

Chris Doty

Job Titles:
  • CFO, Siepe

Chris Hughes

Job Titles:
  • CFO, Chick - Fil - a Peach Bowl

Chris Johnke

Job Titles:
  • Managing Director, MCR, LEED AP, Cushman & Wakefield

Chris Karl

Job Titles:
  • VP / Corporate Controller Global Finance, Universal Weather and Aviation

Chris Rosselli

Job Titles:
  • Partner, Eversheds Sutherland

Chris Voudouris

Job Titles:
  • CFO, RefrigiWear

Christine Starke

Job Titles:
  • Regional Director, Oracle Netsuite

Christopher Caron

Job Titles:
  • COO, Argent International

Christopher Wall

Job Titles:
  • Partner, Stoel Rives, LLP

Chuck Fowler

Job Titles:
  • Area Senior Vice President, Arthur J Gallagher

Cindy Caldwell

Job Titles:
  • District Manager, Insperity

Clay Baucom

Job Titles:
  • Global Enterprise Acct Exec, NetSuite Oracle

Cole Sturm

Job Titles:
  • VP at Robert Half

Craig Busch

Job Titles:
  • CFO, Davinci Jets

Craig Christenson

Job Titles:
  • SVP / Market Executive, Bank of America

Dan Bruckart

Job Titles:
  • Vice President and Relationship Manager, Bank of America Merrill Lynch

Dan Gerelick

Job Titles:
  • CFO, Bluum

Dan Malone

Job Titles:
  • COO / CFO Midway Building Services

Daniel Carini

Job Titles:
  • Business Performance Advisor, Insperity

Daniel de Mos

Job Titles:
  • CFO, Omnivore Technologies

Daniel Schoenfeld

Job Titles:
  • Finance Director, State of Utah

Darryl Baker

Job Titles:
  • Consulting CFO, Finance Support Services, LLC

David Bizzaro

Job Titles:
  • Director, Bridgepoint Consulting

David Damiani

Job Titles:
  • CFO and Founding Partner, Balentine

David Dolmanet

Job Titles:
  • COO / CFO, Smarter Security

David Noel

Job Titles:
  • President, MOI

David Servatius

Job Titles:
  • Relationship Manager, Bank of America

David Zwick

Job Titles:
  • CFO, Flexera Software

Dax Williamson

Job Titles:
  • Managing Director, Silicon Valley Bank

Dean Andersen

Job Titles:
  • CFO, Lexitas

Debbie Dunn - CMO

Job Titles:
  • Marketing Director
  • California Marketing Director
  • Southern California Marketing Director

Debbie Lindner

Job Titles:
  • Senior Marketing Director

Denise Parker

Job Titles:
  • Southeast Communications Director
  • Southeast Communications Manager

Denver Chapter

Job Titles:
  • Networking Event by the Denver CFO

Derek Bong

Job Titles:
  • Employee Benefits Consultant, USI Insurance Services

Derek Gaff

Job Titles:
  • CFO, Interactive Resources

Dharmesh Patel

Job Titles:
  • Head Finance Partner - COVID Therapeutics, GSK

Diana Holford

Job Titles:
  • Managing Director, JLL

Diana Van Horn

Job Titles:
  • Senior Vice President, Heffernan Insurance Brokers

Diane Yarrow

Job Titles:
  • Senior Regional Director, Oracle Netsuite

Dianne Aronica

Job Titles:
  • CFO, Dr Praeger 's Sensible Foods

Don Backer

Job Titles:
  • SVP, GCB Sr Relationship Manager, Bank of America Merrill Lynch

Doug Vlasak

Job Titles:
  • Strategic Account Executive, Tipalti

Dr. Endya Perry

Job Titles:
  • CFO, Government Markets, Blue Cross NC

Drue Pounds

Job Titles:
  • CFO, StateServ Medical

Edmond Cheng

Job Titles:
  • Chief Financial Officer & Partner, Mithera Capital Management LLC

Edward Duenas

Job Titles:
  • Executive Director, Cushman & Wakefield

Elizabeth Cantino

Job Titles:
  • VP, Senior Commercial Relationship Manager, Bank of America

Emily Jameson

Job Titles:
  • Business Market Executive, Bank of America

Emily Smith - CMO

Job Titles:
  • Marketing Director

Eric Fronk

Job Titles:
  • CFO, HD Medical

Eric Muhlheim

Job Titles:
  • CFO, Mozilla

Felicia Thorpe

Job Titles:
  • Vice President, AHT Insurance

Felicia Woodard

Job Titles:
  • Raleigh / Carolinas Triad Market Executive, Bank of America

Fraser Armstrong-Watters

Job Titles:
  • Partner / CFO, the Palisades Group

Gaby Serure

Job Titles:
  • Account Executive, Services & Technology, NetSuite

Gail Feeder

Job Titles:
  • CFO, SageWater

Galina Prokop

Job Titles:
  • Senior Vice President / Senior Relationship Manager, Bank of America Merrill Lynch

Gene White

Job Titles:
  • CFO, Leader.Org

Georg Langer

Job Titles:
  • VP Finance, Pipeworks

Gerald (Gerry) Schemidt

Job Titles:
  • Partner, KPMG

Geri Pacheco

Job Titles:
  • CFO, Arch - Con Corporation

Gillian Crismier

Job Titles:
  • Vice President, USI Insurance Services Northwest

Gina Reilly

Job Titles:
  • Communications & Events Manager, the

Ginny D'Elena

Job Titles:
  • VP of Finance, Kenzie Lane Innovation

Giulia Migliaccio

Job Titles:
  • Member of the Phoenix Advisory Board
  • Controller, MParticle

Grady Saunders

Job Titles:
  • Account Executive, Oracle NetSuite

Greg Hunter - CFO

Job Titles:
  • Chief Financial Officer

Greg Lechwar

Job Titles:
  • Hacedor - Finance, the Yerba Mate Co

Gresford Gray

Job Titles:
  • EVP of Finance, BigBear.Ai

Hank Catalino

Job Titles:
  • Enterprise Account Executive, Workday Adaptive Planning

Harry Vasavada

Job Titles:
  • Strategic Financial Advisor, Media CFO Solutions

Hema Kashava

Job Titles:
  • Corporate Controller, CinCor Pharma

Henry Castner

Job Titles:
  • Associate Director - Private Equity & Venture Capital, Consero Global

Howard Mendelsohn

Job Titles:
  • Advisor & Consultant, Avitar Partners

Ian Leaman

Job Titles:
  • Founder, Duke & Leaman LLC

Ilana Esterrich

Job Titles:
  • Chief Financial Officer, American Coatings Association

Imran Karim

Job Titles:
  • VP, Sr. Relationship Manager, Business Banking, Bank of America

Jack Healey

Job Titles:
  • Co - Chair Jacksonville CFOLC & CEO, Bear Hill Advisory Group

Jack McCullough - Founder, President

Job Titles:
  • Founder
  • President
With the vision of providing world class professional development programs and networking events for chief financial officers, Jack founded The CFO Leadership Council in 2006. Under his leadership, the organization achieved national recognition. Formerly, Jack was the Director of KPMG's Global Innovation Center, where he worked with early-stage investors, entrepreneurs, CFOs, and other members of the venture community. Prior to KPMG, he served as a CFO for 26 startups, raising more than $200 million in capital. In addition, Jack is the visionary behind the MIT Sloan CFO Summit, which has been recognized as the world's most influential conference for financial leaders. As a former chief financial officer, entrepreneur, and recognized expert on financial matters, Jack can empathize with the challenges that corporate leaders face in growing today's businesses. In addition to developing a venture capital course for Harvard Business School and MIT Sloan MBA candidates, he has been interviewed by Bloomberg, CNN, and Fox Business Network and quoted by the Wall Street Journal, CFO Magazine, Treasury and Risk Management, the Boston Business Journal, and Business Finance Magazine. Jack holds an undergraduate degree from Suffolk University and an MBA from MIT's Sloan School of Management. He was a Great Dome Award recipient from MIT in 2018.

Jack Spitzer

Job Titles:
  • Member of the Phoenix Advisory Board
  • CFO, Plexus Worldwide

Jack Weir

Job Titles:
  • Account Executive, Oracle Netsuite

Jacque Davis

Job Titles:
  • CFO, 24 HR Home Care

Jacqueline Shandler

Job Titles:
  • Account Executive, NetSuite

James Chan

Job Titles:
  • CFO, Yamaha Motor Ventures & Laboratory

James Mann

Job Titles:
  • CFO, Redacted, Inc.

James Metzger

Job Titles:
  • EVP & Global CFO at Lee Hecht Harrison ( a Division of Adecco )

James Rinn

Job Titles:
  • CFO & COO, Maxwell Locke & Ritter LLP

Jami Princ

Job Titles:
  • Account Executive, Workday Adaptive Planning

Jamie Johnson

Job Titles:
  • Account Executive, Oracle NetSuite

Jamie Spaman

Job Titles:
  • Managing Director, Stout

Jamil White

Job Titles:
  • Controller, New Energy Equity

Jane Sidler

Job Titles:
  • CFO, Accelerated Claims, Inc

Janet Bradshaw

Job Titles:
  • CFO, Five Point Dental Specialists

Janice Berthold

Job Titles:
  • CPCU, PWCA, ChFC, CLU, MWCA, Commercial Risk and Insurance Advisor, Heffernan Insurance Brokers

Jarin Hansen

Job Titles:
  • Partner, Houston Audit Leader

Jason Gandy

Job Titles:
  • Executive Managing Director, Riveron

Jason Martinez

Job Titles:
  • Attorney, Smith Anderson

Jay Coogan

Job Titles:
  • Partner, Business and Transactions Group, Ballard Spahr LLP

Jean Zick

Job Titles:
  • Partner, Juna Financial Solutions

Jeana Hutchings

Job Titles:
  • Executive VP Employee Benefits, Diversified Insurance

Jeanene Golden

Job Titles:
  • Southwest Regional Director
With more than 19 years of business development experience in the financial services industry, Jeanene's ability to build a successful brand serves as a great help for us to grow into emerging markets and achieve our initiatives within the southwest territory. Prior to joining The CFO Leadership Council, she was Sales Director for Radius Worldwide, a company specializing in international expansion. In that role, she developed the Texas and Louisiana markets, creating brand awareness, as well as educational events for C-suite executives. Her comfort in connecting with people and building meaningful relationships are strengths that she brings to The CFO Leadership Council. Jeanene is a 1998 graduate of Texas A&M University with a degree in Marketing.

Jeanene Orlando

Job Titles:
  • Southwest Regional Director

Jeff Dailey

Job Titles:
  • SVP & CFO, Prometric

Jeff Elkin

Job Titles:
  • Owner / President, Advance Business Systems

Jeff Mack

Job Titles:
  • Executive Managing Director, Newmark

Jeff Martini

Job Titles:
  • CFO, Bishop Lifting Products

Jeff McGroarty

Job Titles:
  • Chief Financial Officer, Annovis Bio, Inc

Jeffrey Mazza

Job Titles:
  • CFO, CLA ( CliftonLarsonAllen )

Jennifer Fuller

Job Titles:
  • Chief Financial Officer, 1Rivet

Jennifer Langley

Job Titles:
  • Southeast Regional Director
Jennifer launched the Southeast Region for The CFO Leadership Council including establishing Chapters in Atlanta, Jacksonville, Charlotte, Nashville, South Florida & Raleigh. She is leading the association's expansion into other Southeastern cities. With her seasoned team of marketing and event professionals, she manages the membership growth of the Southeast, produces high-level educational programs for CFOs, invites and coordinates speakers, secures and retains corporate sponsors, manages local board members/meetings, and manages marketing, communications, online presence, and social media for the Southeast. With her vast background in conference planning, team management, board development, and intrinsic knowledge of CFO education though her work with CFOLC, Jennifer was selected to Chair the 2019 and 2020 CFO WEEK initiative with management and oversight of the two-day CFO Leadership Conference and MIT Sloan CFO Accelerator - a joint collaboration with MIT Sloan School of Management. Jennifer launched her company, JL Events & Association Management based in Atlanta, GA over 20 years ago with a focus on association management for member organizations and corporate event / conference planning. She has produced events featuring President Jimmy Carter, First Lady of the United States, Mrs. Rosalynn Carter, Governor Nathan Deal, Rep. Stacey Abrams, Atlanta Mayor Keisha Lance Bottoms, Dan Cathy, the late Charles Krauthammer, and numerous other corporate and government dignitaries. Notable association clients have included Association for Corporate Growth (ACG), National Association of Corporate Directors (NACD), International Women's Forum (IWF), The CFO Leadership Council (CFOLC), Georgia Asian Pacific Bar Association (GAPABA), International Women's Forum (IWF Georgia) as well as numerous other distinguished non-profit and corporate clients. Jennifer graduated in 1991 with a BBA in Risk Management from the Terry College of Business at the University of Georgia and began her career as Communications and Crisis Manager for The Coca-Cola Company.

Jennifer Moss

Job Titles:
  • Chief Financial Officer, North America Region, International Wholesale

Jennifer Plotkin

Job Titles:
  • SVP, Senior Relationship Manager, Bank of America

Jerry Bregg

Job Titles:
  • Tax Office Managing Partner, BDO

Jesus Romero

Job Titles:
  • Co - Founder and CFO, Framework Science

Jim Cruickshank

Job Titles:
  • Senior Manager, Organization Design and Change Management Leader at MNP

Jim Lawler

Job Titles:
  • CFO, KemperSports

Jim Waddell

Job Titles:
  • CFO, Ageless Innovation

Jimmy LeBow

Job Titles:
  • Account Executive, NetSuite

Joe Delacruz

Job Titles:
  • Area Vice President, Gallagher

Joe Falcao

Job Titles:
  • CFO & Treasurer, Thras.Io

John Armel

Job Titles:
  • VP, Division Director, Robert Half Talent Solutions

John Beall

Job Titles:
  • CFO, TMGcore, Inc

John Begley

Job Titles:
  • Managing Partner, Engage Search Partners, LLC

John Kahn

Job Titles:
  • CFO, at - PAC

John McManus

Job Titles:
  • Senior Vice President / Market Executive, Bank of America

John Price

Job Titles:
  • Human Capital & Risk Management Consultant, Lockton

John Rast

Job Titles:
  • Employee Benefits Advisor, PSA Insurance & Financial Services

John Thompson

Job Titles:
  • Chief Financial Officer, Clio

John Treadwell

Job Titles:
  • SVP, Global Relationship Manager, Bank of America

John Warren

Job Titles:
  • CFO, Advance Storage Products

Jon Arima

Job Titles:
  • Consulting CFO, Early Growth

Jon Lee

Job Titles:
  • Tax Managing Director, BDO

Jon Mackey

Job Titles:
  • Executive Vice President, Newmark Knight Frank

Jonathan Berry

Job Titles:
  • Business Development Executive, OneDigital

Jonathan Speed

Job Titles:
  • CFO & VP of Operations, 1790 Media

Joseph M. Ribaudo

Job Titles:
  • CFO, Healthcare Financial, Inc

Joseph Talmadge

Job Titles:
  • Vice President, Heffernan Insurance Brokers

Josh Woodard

Job Titles:
  • Member of the Phoenix Advisory Board
  • Partner, Snell & Wilmer

Joyce Bell

Job Titles:
  • CFO, PrismHR

Juan D. Gomez

Job Titles:
  • SVP of Finance & Operations, TalkSpace

Jules Walker

Job Titles:
  • Director, Emerging Technology Practice, KPMG
  • Director, Venture Capital Practice, KPMG

Julia Creighton

Job Titles:
  • Company Owner, J.B.Creighton

Julianna Babics

Job Titles:
  • Event Coordinator

Julie Leonhard

Job Titles:
  • CFO, MAC Thin Films, Inc

Junius Tillery

Job Titles:
  • Executive Managing Director, Newmark

Justin Sellman

Job Titles:
  • Corporate Account Executive, NetSuite Oracle

Kaleigh Abraham

Job Titles:
  • Branch Manager, Robert Half

Karen Bottesch

Job Titles:
  • Member of the Phoenix Advisory Board
  • Commercial Banker, SVP, and CTP, Bank of America

Karen Reid

Job Titles:
  • Co - Chair Atlanta CFOLC, Vice President, Corporate Financial Planning and Analysis and Treasurer, Asbury Automotive Group

Karyn Egeland

Job Titles:
  • Director of Partner Relations
Leader. Mentor. Problem solver. Connector of Dots. Success builder. Karyn specializes in management consulting, strategy, growth, business development, operational excellence for multiple industries and companies, private and public, ranging from start-up to Fortune 500. She is highly accomplished at the art of building lasting relationships In her current role on the CFOLC executive team, Karyn is working with the thought leaders we partner with to fulfill our mission of empowering CFOs. She is strengthening the relationships we have with our partners, not only for the financial support that they bring, but also for expertise they can bring to our members.

Kathie May

Job Titles:
  • Corporate Controller, Sciens Building Solutions

Kathleen (Kathi) Boczar

Job Titles:
  • VP, Finance - Global Expense Analysis and Reporting, Chubb

Kathy Hall

Job Titles:
  • CFO, Winstead PC

Kathy Healy

Job Titles:
  • Colorado Audit Leader & Partner, RSM US LLP

Katie Hyde

Job Titles:
  • Director, Business Development, Vaco

Keith O'Donnell

Job Titles:
  • CEO, the Clover Group

Keith Thompson

Job Titles:
  • VP & Controller, Bye Aerospace, Inc

Ken Bagner

Job Titles:
  • Member of the Firm and Chair of the Tax Practice, SobelCo

Keri Stockland

Job Titles:
  • CFO, DKT International

Kevin Brooks

Job Titles:
  • Member of the Phoenix Advisory Board
  • VP Finance, Bishop Fox

Kevin Harris

Job Titles:
  • Regional Account Executive, Workday

Kevin Murphy

Job Titles:
  • CFO, MSI Defense Solutions

Kevin Wright

Job Titles:
  • Finance Director, SABIC Americas, Inc

Kim Bader

Job Titles:
  • Senior Marketing Campaign Manager, AvidXchange

Kim Eiring

Job Titles:
  • CFO, Port Blakely

Kimberly Post

Job Titles:
  • CFO, Accreon

Kimberly Zeitvogel

Job Titles:
  • Director of Finance, Conversus, a StepStone Company

Kira Bellocq

Job Titles:
  • CFO, B - on

Kristen Erbacci

Job Titles:
  • VP Finance & Administration, IndieDwell

Kristin Huber

Job Titles:
  • Director of Marketing & Operations, Advance

Kristin Todd - CMO

Job Titles:
  • Leader
  • Vice President of Marketing
Kristin Todd is a modern leader who has triumphed in business development, partner relations, & marketing communications. She thrives in collaborative, challenging environments in a variety of industries - technology, healthcare, finance, and telecom. Her most recent initiatives included international expansion, a successful virtual product launch, several re-brandings, and countless national conferences. Her comfort in connecting with people and building meaningful relationships are strengths that she brings to every opportunity. In her current role as Vice President of Marketing for The CFO Leadership Council, Kristin spearheads all of CFO Leadership Council's global brand & communication efforts, leading a virtual team in the US & Canada. As an integral part of the growth team, she helped with CFOLC's explosive growth taking their flagship stand alone Boston chapter on the road now representing 28 locations. She is currently on the Organizing Committee for the MIT CFO Summit, a Board Member for the Boston Women in Finance & mentor for a small group of young professional women in Boston. She received a Bachelor of Business Administration focused in Business, Minor in Marketing from University of Massachusetts at Amherst - Isenberg School of Management. Kristin is an active New Englander who loves snow & sun equally. She loves to travel, sing, cook & garden. Kristin is an avid sports fan and calls Foxboro MA home along with her husband Joe & two kids.

Kristina Davidson

Job Titles:
  • Regional Professional Services Director, Randstad

Kyle Casement

Job Titles:
  • Director of Finance / Corporate Controller, PhaseBio Pharmaceuticals, Inc

Kyle Kiser

Job Titles:
  • Member of the Phoenix Advisory Board
  • VP and Sr. Director, Client Service, Robert Half

Kyle Sweeney

Job Titles:
  • Corporate Account Executive, Netsuite ERP

Lauren Henrich

Job Titles:
  • SVP, Senior Relationship Manager, Bank of America

Lauren Pasternak - CMO

Job Titles:
  • Marketing Director
  • Toronto Marketing Director

Leanne Spier

Job Titles:
  • Vice President Finance, Engolibe

Lee Lohman

Job Titles:
  • CFO, Reservoir International

Leena Gupta

Job Titles:
  • Managing Director / CFO Services, Ascent Private Capital Management

Leigh A. Mills

Job Titles:
  • VP Health & Welfare Director, One Digital

Les Lambert

Job Titles:
  • Market Executive, Commercial Banking, Bank of America Merrill Lynch

Lewis Rife

Job Titles:
  • CFO, EnergyRM

Lillian Lee

Job Titles:
  • Vice President, Technology, Pacific Western Bank

Lindsey Head

Job Titles:
  • CFO, JPR

Lisa Astor

Job Titles:
  • Head of Communications & PR, Tipalti

Liz Ryan

Job Titles:
  • President, Governance, Risk and Compliance, Sapphire Enterprises

Lori Crandall

Job Titles:
  • Member of the Phoenix Advisory Board
  • Senior Vice President, USI Insurance Services

Louis Fanzini

Job Titles:
  • Senior Corporate Finance Executive, Vonage

Louisa Waldman

Job Titles:
  • Regional Vice President, Robert Half

Lucy MacCallum

Job Titles:
  • Area Vice President, Gallagher Benefit Services

Lynn Argenbright

Job Titles:
  • VP, Employee Benefits Advisor, PSA Insurance & Financial Services

Maggie Osburn

Job Titles:
  • EVP, General Manager, HUB International Insurance Services Inc

Marc Rice

Job Titles:
  • Fractional CFO, Brytos Accounting

Marcel Vernon

Job Titles:
  • CFO, University of New Hampshire

Margaret Ferrer

Job Titles:
  • Chief Financial Officer, Lasko Products

Margaret Raihl

Job Titles:
  • Consultant, Groszek Consulting

Marie Hollein

Job Titles:
  • President and CEO, Oakwood Enterprises

Mark Blaufuss

Job Titles:
  • Managing Director, Green & White Advisory

Mark Bonner

Job Titles:
  • Account Executive, Planning, Workday

Mark Crowley

Job Titles:
  • Partner, B2B CFO

Mark Flaherty

Job Titles:
  • CFO, Marquee Brands

Mark Gaudiosi

Job Titles:
  • Chief Financial Officer, Medical Guardian

Mark Jackson

Job Titles:
  • Senior Solutions Manager Strategic Initiatives, Oracle NetSuite

Mark Matsumoto

Job Titles:
  • District Manager, Insperity

Mark Petersen

Job Titles:
  • VP of Finance & Administration, Atlanta Hall Management, Inc

Mark Quinn

Job Titles:
  • Chief Financial Officer, Multi Flow Industries LLC

Mary Christensen - CMO

Job Titles:
  • Marketing Director
  • Regional Director
  • Chapter Director
  • Twin Cities Chapter Director
Mary has been working in the association management and the events business for over 12 years. Her experience ranges from board support, membership engagement, event planning and execution, sponsorship, and marketing. Previously, she worked in the wireless technology industry for 10 years. She graduated Summa Cum Laude from St Cloud State University with a major in Speech Communications and a double minor in Intercultural Communications and Human Relations. In her free time, she likes to spend time with her family, travel, hike and read.

Mary Kay Ross

Job Titles:
  • Director of Finance, ROOTS Sports

MaryKate Mollmann

Job Titles:
  • Oracle - NetSuite Regional Director

Matt Barnes

Job Titles:
  • Division CFO & VP of Finance, Gathr Outdoors

Matt Butler

Job Titles:
  • Certified Business Performance Advisor, Insperity

Matt Coan

Job Titles:
  • Principal, Marsh & McLennan

Matt Mallory

Job Titles:
  • CEO, Mallory Agency

Matt Sanna

Job Titles:
  • Commercial Banking Relationship Manager, VP, Fifth Third Bank

Matthew Reilly

Job Titles:
  • Division Director, Assistant Vice President, Robert Half Management Resources

Matthew Tabraham

Job Titles:
  • Practice Director, Robert Half Management Resources

Mauricio Morre

Job Titles:
  • VP & CFO, Enventure Global Technology Inc

Melinda Lawrence

Job Titles:
  • CFO, Meriton

Melissa Anderson

Job Titles:
  • Event Coordinator

Melissa Clark

Job Titles:
  • VP & CFO, Primera Engineers

Melissa Healy

Job Titles:
  • Labor & Employment Partner, Stoel Rives

Melissa Herman

Job Titles:
  • CFO, Carrot Fertility

Melissa Lin

Job Titles:
  • Enterprise Account Executive, NetSuite Oracle

Michael Bayer

Job Titles:
  • CFO, Wasabi Technologies, Inc

Michael Elias

Job Titles:
  • CFO, VI Peel by VI Aesthetics

Michael Parrish

Job Titles:
  • VP / Relationship Manager - Business Banking, Bank of America Merrill Lynch

Michaela Mueller

Job Titles:
  • CFO, Inscopix, Inc

Michelle Garrison

Job Titles:
  • CFO, GetixHealth

Mike Bork

Job Titles:
  • Certified Business Performance Advisor, Insperity

Mike Matthews

Job Titles:
  • Controller, Krueck Sexton

Mindy Barker

Job Titles:
  • Co - Chair Jacksonville CFOLC, CFO of HOA, EIG and Porticus Re, Porch

Monalisa Chowdhury

Job Titles:
  • VP Finance, Voya Financial, Inc

Monica Hallinan

Job Titles:
  • CFO, Knighted Ventures, LLC

Morgan Brown

Job Titles:
  • CFO, Clene Nanomedicine

Morgan Dipo

Job Titles:
  • Global Commercial Banking, Bank of America

Nan Kreamer

Job Titles:
  • Founder and President, Avenue CFO Services

Nancy Ehlers

Job Titles:
  • Director

Nancy Girouard

Job Titles:
  • Fractional CFO and NetSuite Implementation Expert

Natalie Hamouie

Job Titles:
  • Senior Account Executive, Oracle NetSuite

Natalie Quan

Job Titles:
  • CFO, California Society of CPAs / Cal CPA Education Foundation

Naveen Inampudi

Job Titles:
  • Account Executive, NetSuite

Nicole Hill Smidt

Job Titles:
  • Vice President, Metro Market Manager, Robert Half Management Resources

Nikhil Kalghatgi

Job Titles:
  • CFO, KPFF Consulting Engineers

Olivia Rudolph

Job Titles:
  • Account Executive, Oracle NetSuite

Page Vogelsang

Job Titles:
  • Partner, Lockton Dunning Series, Lockton Companies

Partha Sarathy

Job Titles:
  • Partner, CFO Particeps

Patrick Byrne

Job Titles:
  • Partner and COO / CFO, DAS42

Patrick Killeen

Job Titles:
  • Michigan Office Managing Partner, Baker Tilly

Patrick O'Toole

Job Titles:
  • Senior Vice President, Bank of America Merrill Lynch

Paul-Michael (PM) Hawkins

Job Titles:
  • Senior SaaS Executive, Strategic Accounts NetSuite Oracle

Penny Zuber

Job Titles:
  • EVP - Chief Operating Officer and CFO, YMCA of Florida 's First Coast

Petra Orquiola

Job Titles:
  • Partner & Director of Assurance Services, Williams Benator & Libby

Philip Pacey

Job Titles:
  • CFO, Expert Janitorial, LLC

Pitch Perfect

Job Titles:
  • the San Diego CFO Leadership Council Presents

Quinn Damon - SVP

Job Titles:
  • Senior Vice President

Rabia Zaman

Job Titles:
  • Director - Financial Advisory Services, Riveron Consulting

Rachael McCarthy

Job Titles:
  • CFO, Strategic Business Advisor, Shanahan Consulting

Rand Greenblatt

Job Titles:
  • Chief Financial Officer, Elixir

RD Whitney - COO

Job Titles:
  • Chief Operating Officer
RD is the Chief Community Officer at The Chief Executive Group (CEG) and the Chief Operating Officer for The CFO Leadership Council (a CEG Community). He has been brought in to grow the CFO Leadership Council and expand valued membership benefits for the community. In a prior roll, RD led the rapid transformation, growth, and acquisition of The Institute of Finance and Management (IOFM), along with the subsequent merger with the Financial Operations Network. For the past 32 years RD has focused on developing communities that provide a "home" to professionals by job title and functional expertise. These networks help to educate and connect buyers and sellers through the gravity of professional training, events, peer learning and data. RD has successfully developed communities in multiple sectors through conferences, trade shows, online training, virtual events, industry award programs, SAAS businesses, research, databases, validation, publishing, peer learning, online marketplaces, certification programs and membership groups. RD has an impressive track record of building and growing business community assets and recurring benefits to quickly realize new value for members, solution providers and investors.

Regina O'Neill

Job Titles:
  • Market Relationship Director, PSW - Tax & Alternative Investments, KPMG

Renatta Fairbanks

Job Titles:
  • Founder, CFO, ACCNTNT, LLC

Rey del Valle

Job Titles:
  • Acting CFO, BSpot

Rhyne Cannon

Job Titles:
  • Business Development Director, BDO

Rick Rager

Job Titles:
  • Member of the Phoenix Advisory Board
  • Account Manager, NetSuite Oracle

Rick Shotts

Job Titles:
  • Corporate Account Executive, NetSuite

Rick Shounia

Job Titles:
  • Chief Financial Officer, Austin Benefits Group

Rob Bonner

Job Titles:
  • Client Solutions Director, Robert Half Management Resources

Rob Klaassens

Job Titles:
  • Regional Sales Director, Adaptive Insights

Rob Purcell

Job Titles:
  • CFO, Strategic Corporate Consultant

Rohit Tarkunde

Job Titles:
  • Director of Business Development, Nucleus

Rose Punkunus

Job Titles:
  • Founder, CFO at Sudozi

Ross Goolsby

Job Titles:
  • Managing Director, Bridgepoint Consulting

Russ Romanelli

Job Titles:
  • Managing Partner, FORVIS

Ryan Burkett

Job Titles:
  • Member of the Phoenix Advisory Board
  • VIce President, Cresa

Ryan DePaul

Job Titles:
  • Brokerage Associate, Cushman & Wakefield

Ryan Evans

Job Titles:
  • Member of the Phoenix Advisory Board
  • Partner, KPMG

Ryan Geary

Job Titles:
  • Manager, Riveron

Ryan Gray

Job Titles:
  • CFO, SVP Trust Administration, Goal Structured Solutions, Inc.

Ryan Hansen

Job Titles:
  • Metro Market Manager, Robert Half

Ryan Kropf

Job Titles:
  • Enterprise Account Executive, Planful

Ryder Witter

Job Titles:
  • Employee Benefits Consultant, USI Insurance Services

Sal Lombardo

Job Titles:
  • Territory Manager, the Teneo Group

Sally Gigliotti

Job Titles:
  • Senior Vice President, Finance, Income Research & Management

Sandra Clarke

Job Titles:
  • CFO, Blue Shield of California

Sandy Petty

Job Titles:
  • Managing Partner, Executive Financial Partners

Sarah Holmes

Job Titles:
  • Relationship Manager, Bank of America

Sarah Sedlak

Job Titles:
  • Business Development Manager, SC & H Group

Sarah Spoja

Job Titles:
  • CFO, Tipalti, Inc.

Scott Pihl

Job Titles:
  • Account Executive, Planful

Sean Coughlin

Job Titles:
  • Business Development Director, BDO

Sean Farnan

Job Titles:
  • Chief Financial Officer, Marathon Capital

Sean Silver

Job Titles:
  • Senior Vice President - Middle Market Banking, Bank of America Merrill Lynch

Sean Spear

Job Titles:
  • Senior Vice President, Hughes Marino

Sharisse Guisao - CMO

Job Titles:
  • Marketing Director

Sharon J. Simandl

Job Titles:
  • Consultant, Etonien Consulting

Sonal Odedra

Job Titles:
  • Strategic Finance Manager, AlixPartners

Stacy Gross

Job Titles:
  • Managing Director, KPMG

Stacy Hall

Job Titles:
  • California Regional Director
With more than twenty years of marketing and management experience, Stacy oversees the Southern California chapters which include Los Angeles, Orange County, and San Diego. She helped open these chapters over three years ago. Her specialties include providing marketing, communications, and event management while working closely with the steering committees, members, and sponsors to provide timely and relevant programing for CFOs. Prior to the CFO Leadership Council, Stacy worked in marketing and project management on a wide range of products and services including consumer goods, food/restaurants, cosmetics, toys, stationery, and financial services. An expert in developing overall marketing and brand strategies with a focus on ROI as well as competitive analysis. This experience includes online, social media, print, radio and television advertising. Stacy has a BBA in Marketing from the University of Oklahoma and an MBA from Pepperdine University.

Stephanie Tucker

Job Titles:
  • SVP & CFO, North Carolina Bankers Association

Stephen Feron

Job Titles:
  • Senior Vice President, Senior Client Manager, Bank of America Merrill Lynch

Stephen Mullennix

Job Titles:
  • CFO, Plexium, Inc

Stephen Pugh

Job Titles:
  • Client Success Specialist, Oracle NetSuite

Sterling Adlakha

Job Titles:
  • CFO, Northwest Center

Steve Chesnut

Job Titles:
  • Chief Financial Officer, Aptive Environmental

Steve Ellmann

Job Titles:
  • CFO, Independent

Steve Fahringer

Job Titles:
  • Senior Vice President Global Commerical Banking, Bank of America

Steve Heinrich

Job Titles:
  • VP & Chief Financial Officer, Durr Ecoclean, Inc

Steve McMaster

Job Titles:
  • Founder and CEO, Princeton Capital Ventures LLC

Steve Mullin

Job Titles:
  • CFO, Dallas Group

Steve Wolff

Job Titles:
  • Partner, SeatonHill Partners

Steven Fields

Job Titles:
  • Senior Vice President, Robert Half International

Steven McLendon

Job Titles:
  • CFO - USI Insurance Services Northwest

Stuart Pasternak

Job Titles:
  • Member of Chartered Professional Accountant
  • Toronto Regional Director
Stuart is a Chartered Professional Accountant (CPA, CA) and an experienced financial executive with advising executives, owners and boards on strategic planning, performance management, accounting and financial management, treasury, project/critical event management, human capital and cross-border transitions to ensure that actions taken are realistic, achievable, foster long-term development and mitigates risks. He engages people with business opportunities in fiscal control, tightening costs, increasing ROI, fortifying processes, and accountability, optimizing governance and generating positive financial results. His experience includes working as a CFO for both public and owner-managed enterprises. He has testified as a financial expert at the Canadian International Trade Tribunal, defending corporations with the Canadian Revenue Agency and the Department of Justice, negotiating with financial institutions and government agencies, and implemented business process automation, best practices and internal controls. Stuart is a member of Chartered Professional Accountant (CPA) Canada and Chartered Professional Accountant (CPA) Ontario. He holds a Bachelor of Commerce from the University of Toronto and a Certificate in the Fundamentals in Cash Management from the University of North Carolina at Chapel Hill.

Sue Rakes

Job Titles:
  • Vice President at Robert Half Management Resources

Susan Herschell

Job Titles:
  • Employee Benefits Advisor, Heffernan Insurance

Susan Young

Job Titles:
  • CFO, Q Solutions

Susanna Klein

Job Titles:
  • Corporate Account Executive, NetSuite

Tammy LeBlanc

Job Titles:
  • Vice President & CFO, VERICOR Power Systems

Tara Pellet

Job Titles:
  • Managing Advisor, AHT Insurance

Ted Marks

Job Titles:
  • CFO, Applitools

Terry Coelho

Job Titles:
  • EVP, CFO and Chief Business Development Officer, CinCor Pharma

Theresa Matacia

Job Titles:
  • Theresa Matacia CFO WurkNow, Inc.

Tim Gould

Job Titles:
  • President, EZCFO2Go

Tim Piersons

Job Titles:
  • Financials Lead Specialist - Planning & Analytics, Workday, Inc

Tom Zauli

Job Titles:
  • SVP / General Manager, Softrax

Tommy Page

Job Titles:
  • Co - Chair Charlotte CFOLC, CPA, CFO, Board of Directors, Carolina Beverage Corp. ( Cheerwine )

Tony Nasharr

Job Titles:
  • Managing Director, Polsinelli

Tori Fisk

Job Titles:
  • CFAO, YWCA of Glendale & Pasadena

Tracey Mitchel-Lai

Job Titles:
  • Head of Finance, Biscuit Filmworks

Tracy Neil

Job Titles:
  • Chief Financial Officer, American Society of Employers

Tracy Noble

Job Titles:
  • Event Coordinator

Tracy Shick

Job Titles:
  • Vice President of Project Resourcing, IFG

Trevor Everitt

Job Titles:
  • Director, Permanent Placement Practice at Robert Half Management Resources

Trey Barnette

Job Titles:
  • Regional Director, Robert Half

Trey Darby

Job Titles:
  • Executive Vice President, Lockton

Trish Garringer

Job Titles:
  • Financial Controller, Kinship

Trish Shannon

Job Titles:
  • CFO & SVP Strategy, Innovation, Evaluation, Operations & Technology at AARP Foundation

Victor Arthur

Job Titles:
  • Chief Financial Officer, Green & Healthy Homes Initiative

Vivek Ruparel

Job Titles:
  • CFO, Exploring, Inc

Wes Jones

Job Titles:
  • Partner, Vinson & Elkins, LLP

William (Bill) Reiner

Job Titles:
  • Senior Sales Consultant, Oracle NetSuite

Zac Collins

Job Titles:
  • Senior Relationship Manager, Bank of America

Zac Turke

Job Titles:
  • Corporate Partner, SheppardMullin

Zachary Lynde

Job Titles:
  • CFO, Atrin Pharmaceuticals