I am excited to share my professional biography, which reflects my 15 years of experience in the employee benefits and insurance industry, as well as my passion for leadership, strategy, and helping organizations thrive. Throughout my career, I have been fortunate to work with outstanding teams and clients, developing solutions that drive growth and long-term value.

In the dynamic realm of fund administration, compliance and robust internal controls are the cornerstones of financial integrity and investor trust. Michelle Marschel, with over 20 years of expertise in financial management and auditing, underscores the necessity of a proactive compliance mindset, emphasizing anticipation over reaction to regulatory shifts. Through best practices like quarterly compliance reviews, the integration of automated monitoring systems, and fostering a culture of accountability, Marschel demonstrates how fund administrators can mitigate risks and maintain operational excellence. Her insights highlight the transformative role of technology in streamlining processes and enhancing transparency, ensuring that firms not only meet regulatory demands but also build enduring investor confidence.

Ed Williams is a seasoned audit and risk management executive with over 20 years of experience leading SOX compliance initiatives, financial controls, and enterprise risk strategies. Known for his ability to bridge regulatory rigor with business agility, Ed has built a career designing scalable compliance frameworks that drive transparency, accountability, and operational excellence. His leadership spans both large financial institutions and mission-driven smaller enterprises, where his collaborative style and strategic insight create lasting organizational impact.

Theodore Roknich is a seasoned enterprise risk and audit executive with over 25 years of experience in financial services, specializing in risk management, internal audit, regulatory compliance, and financial controls. Throughout his career, he has built and led audit and risk management functions, ensuring compliance, strengthening governance, and mitigating financial and operational risks. As a trusted advisor to executive leadership and board committees, he has successfully developed risk management strategies, integrated data analytics into audit processes, and enhanced regulatory compliance frameworks. Currently serving as Enterprise Risk Manager at Horizon Bank, he continues to provide strategic oversight, aligning risk management with business objectives and regulatory expectations. His leadership and expertise have played a critical role in improving financial oversight, operational resilience, and governance within the institutions he has served.

A fractional CFO offers a strategic and cost-effective solution for organizations seeking high-level financial leadership without the commitment of a full-time hire. With expertise in financial planning, cash flow management, and scaling operations, fractional CFOs bring a wealth of experience to optimize financial systems and drive growth. They provide actionable insights, implement robust controls, and align financial goals with strategic objectives, enabling informed decision-making and sustainable expansion. Flexible and resource-efficient, a fractional CFO empowers businesses to navigate financial complexities, seize growth opportunities, and achieve long-term success in a dynamic market environment.