I’m honored to share the story of my professional journey—one that has taken me from the trading floors of Chicago to leadership roles at some of the world’s top financial institutions, and now to the courtroom as a financial expert witness. I’ve always believed that integrity, depth of knowledge, and strategic clarity are the foundation of professional excellence. Here is my biography.

With over 37 years in public accounting and two decades as a partner at Ernst & Young and BDO USA, I’ve had the privilege of guiding companies through complex financial, audit, and governance challenges across industries ranging from healthcare to logistics. I’m passionate about developing future leaders, serving on nonprofit and corporate boards, and bringing a practical, people-centered approach to compliance and strategic oversight. Today, I continue to focus on board leadership, community engagement, and helping organizations navigate change with clarity and integrity.

After decades of experience in tax strategy, financial leadership, and global compliance, I’m honored to share a deeper look into my professional journey. From leading tax functions at major corporations to supporting multinational audits at the U.S. Treasury, my passion lies in using financial insight to empower businesses and promote sound governance. Here is my biography.

James W. Lakin is a visionary executive and accomplished entrepreneur whose career spans over three decades of transformative leadership across multiple industries. Known for his entrepreneurial grit, financial expertise, and unwavering ethical foundation, James has launched, scaled, and sold several successful businesses—from expanding a single donut shop into a multi-location enterprise to building a national travel guide company and leading a prominent real estate brokerage. As President of McGrew Color Graphics, he achieved the company’s first multi-million-dollar sale, driving growth that led to its acquisition by General Mills. Beyond his business ventures, James has dedicated his time to board leadership in corporate, nonprofit, and faith-based organizations, reflecting a lifelong commitment to service and community.

Joanna Rodriguez is a seasoned finance executive with over two decades of experience driving strategic growth and financial excellence in the consumer packaged goods and food industries. As Vice President of Finance at Miss Jones Baking Co., she leads critical initiatives in budgeting, forecasting, capital strategy, and investor relations. A Certified Management Accountant (CMA) with a proven track record in high-growth environments, Joanna combines financial rigor with operational insight to support companies scaling toward long-term success. She is passionate about using her expertise to mentor emerging leaders and contribute meaningfully through board service.

I'm excited to share my professional journey, which encompasses over 30 years of experience in finance, business management, and real estate. My commitment to integrity and excellence has been the foundation of my career, guiding me through various roles and industries. Here is my biography.

Robert Bacchioni is a seasoned financial and operations leader with over 10 years of experience in retail, technology, and finance. Currently serving as Manager II, Marketplace Risk at Walmart, he specializes in financial planning, risk management, and business technology integrations to drive operational efficiency and revenue growth. With a strong background in pricing strategy, marketplace performance, and financial forecasting, Robert has successfully led cross-functional teams to develop scalable solutions that enhance platform integrity and business sustainability. A data-driven strategist with a collaborative leadership style, he is now seeking board and advisory roles where he can leverage his expertise to help organizations optimize financial health, risk mitigation, and strategic growth initiatives.

I’m excited to share my professional executive biography, which highlights my experience in finance, risk management, executive leadership, and strategic business development. Over the years, I’ve worked with global institutions, academia, and corporate executives, helping organizations navigate financial complexities while mentoring the next generation of finance professionals.

Ashish Bhagat is a seasoned executive leader with over 25 years of expertise in financial strategy, corporate transformation, and global operations. As the Chief Operating Officer at Hitachi Vantara, he drives business performance, operational excellence, and large-scale financial initiatives that support growth and scalability. With a strong background in strategic planning, pricing optimization, and market expansion, Ashish has successfully led high-impact transformations across multinational organizations. His extensive international experience in Japan, India, China, Australia, and Europe enables him to navigate complex global markets and drive culturally attuned business strategies. A results-driven leader known for his collaborative approach and data-driven decision-making, Ashish is passionate about mentoring teams, fostering innovation, and delivering long-term business value. Now seeking board opportunities, he aims to leverage his financial acumen and strategic insight to help companies optimize growth and achieve sustainable success.

With over 25 years of expertise spanning investment banking, capital markets, and M&A, Brian Valik brings a wealth of knowledge and strategic insight to every organization he supports. As a CPA and MBA, Brian has guided middle-market and lower-middle-market companies through complex financial transactions, raising capital, and driving growth initiatives. His leadership is marked by integrity, collaboration, and a passion for mentoring others. Actively serving on several boards, including Morqlear and Exit Planning Exchange, Brian combines his extensive experience with a commitment to giving back and helping organizations succeed.

Parker Laville is a highly accomplished corporate and investment banking executive with over 37 years of experience in capital markets, structured finance, and lending. Throughout his career, he has successfully led teams, managed multi-billion-dollar portfolios, and provided strategic financial solutions across industries including energy, oil and gas, renewable energy, and corporate finance. Currently serving as managing director at Impact Strategic Funding, Parker specializes in debt financing for lower middle-market companies, leveraging his deep expertise in risk management, financial structuring, and client relationship development. A dedicated leader with international experience, he has worked with top global financial institutions and served on advisory boards, bringing a wealth of knowledge to governance and strategic decision-making. Now transitioning into board service, Parker is committed to using his extensive expertise to guide organizations in achieving financial stability, sustainable growth, and long-term success.

Matthew G. Bente is a dynamic financial executive with over 12 years of experience driving strategic growth and operational excellence across industries such as food and beverage, real estate, and financial services. Currently serving as the Head of Finance at Workhorse Brewing Company, Matthew has a proven track record of implementing transformative financial strategies, streamlining operations, and securing capital for growth initiatives. His leadership has consistently delivered measurable results, including significant revenue growth, cost savings, and enhanced organizational efficiency. Guided by his personal mission—"If you're not going to do it right, then don't do it at all"—Matthew is dedicated to helping businesses achieve sustainable success through collaboration, innovation, and financial stewardship.

I’m excited to share my professional biography, which outlines my 25+ years of experience in finance, operations, and leadership across industries such as SaaS, manufacturing, and technology. From driving operational excellence to facilitating profitable growth, my focus has always been on creating scalable solutions and empowering teams.

Wendell Shumway is a seasoned finance executive with over 30 years of experience in leadership, strategic planning, and global operations. Currently serving as Vice President and Segment Controller at Nine Energy Service, Wendell has a proven track record of driving organizational success in the energy sector. Fluent in Spanish and having lived internationally for eight years, he brings a multicultural perspective to his work, complemented by deep expertise in finance, accounting, and operational excellence. Guided by his personal motto, “Seek opportunities to build others in sincere praise,” Wendell is a dedicated leader committed to fostering growth and delivering meaningful impact.

I am excited to share my professional biography, showcasing over 30 years of experience in high technology and strategic financial operations. My journey reflects a commitment to driving growth, operational excellence, and transformation across industries.

Joe Grabowski is a distinguished financial services executive with over two decades of expertise in corporate finance, commercial real estate, and asset management. As the fractional chief financial officer of Blue Jay Investments LP and managing member of The Afton Group, LLC, he provides strategic financial consulting, forecasting, and cost analysis services. His career includes leadership roles at Regions Bank and Wells Fargo, where he managed large portfolios, optimized risk management strategies, and drove financial growth. A dedicated community leader, Joe has served on multiple nonprofit boards and holds an MBA from Azusa Pacific University. His strategic vision and financial acumen make him a trusted leader in the industry.