Kelly Boyer is a senior executive with over 20 years of expertise in corporate finance, treasury, investor relations, strategic planning, M&A, and ESG, with a proven track record of driving value and minimizing risk for multinational corporations. She has successfully structured and completed over 40 major financing deals, demonstrating a deep understanding of global financial markets and a strong ability to optimize balance sheets and maintain liquidity through market cycles. As a skilled negotiator and leader, Kelly has built and managed relationships with investors, stakeholders, and board members, guiding companies through complex financial strategies and capturing key market opportunities. Her extensive experience in M&A, risk management, and treasury operations has been instrumental in delivering shareholder value and driving long-term organizational success.

In Mastering Financial Leadership in the Modern Age, Rick DeVincenzo exemplifies the transformative power of strategic financial leadership in navigating today’s complex business landscape. His remarkable ability to transition seamlessly across private, public, and startup environments highlights a rare combination of adaptability and expertise. By building high-performing teams, driving operational excellence, ensuring financial integrity, and mastering the unique dynamics of startups and diverse sectors, Rick has demonstrated that finance leaders can be catalysts for innovation and growth. His story offers invaluable insights for anyone seeking to align financial strategies with organizational success while fostering a culture of accountability, innovation, and sustainability.

Excited to share my professional biography, highlighting my journey in strategic partnerships, finance, and corporate development across technology, finance, and nonprofit sectors. I’m passionate about building impactful ecosystems, driving growth, and mentoring future leaders. Here is my biography.

Joe A. Rodriguez is an accomplished financial executive with over 30 years of experience in finance, accounting, and corporate governance. Throughout his career, Joe has excelled in roles such as CFO, Corporate Controller, and Internal Audit Director, providing leadership in both startup and global organizations. He has a proven track record in driving financial success, including overseeing SEC reporting, IPO readiness, and U.S. GAAP compliance for private equity-backed firms and publicly traded companies. Joe’s extensive expertise spans strategic planning, revenue recognition, lease accounting, risk management, and financial operations management, and he has successfully led international teams across industries such as mining, manufacturing, and technology. Known for his strong character and integrity, Joe fosters a collaborative environment and effectively communicates complex financial insights to executive teams, boards, and stakeholders.

Steve McCann is a seasoned executive with over 45 years of experience in accounting, business transition, and strategic planning. Throughout his career at RSM US LLP, Steve demonstrated an unwavering commitment to helping family-owned and closely held businesses navigate complex transitions, particularly as owners approached retirement. With expertise in financial statement auditing, regulatory compliance, mergers and acquisitions, and tax planning, Steve has consistently provided clients with thoughtful, tailored solutions that align their personal and business objectives. His deep knowledge of US GAAP, financial analysis, and business strategy, combined with his strong leadership skills, allows him to deliver results and offer invaluable guidance to organizations facing critical business decisions.

Tom White is a seasoned financial services professional with over 20 years of experience helping individuals, families, and business owners achieve their financial goals. As the owner of TW3 Group and a partner at Lion Street Advisors, Tom specializes in providing customized insurance and investment solutions that offer clients financial security and peace of mind. With a reputation for integrity and a commitment to building long-lasting relationships, Tom leverages his deep knowledge in wealth management, retirement planning, and estate planning to guide clients toward a secure financial future. His clear communication style and strategic approach ensure that clients fully understand their financial options and can make informed decisions at every stage of life.

I’m excited to share my updated executive biography, reflecting my journey in corporate M&A, venture investing, and strategic growth across various industries. Over the past 11 years, I’ve had the privilege of leading acquisitions, developing strategic initiatives, and supporting organizations in their growth ambitions. Here is my biography.

Rick Hinds is a distinguished financial leader with nearly four decades of experience in the healthcare industry, currently serving as the Senior Vice President and Chief Financial Officer of UC Health, Greater Cincinnati’s academic health system. Since joining UC Health and its predecessor organizations over 30 years ago, Rick has played a pivotal role in shaping the financial landscape of the institution. His tenure as CFO, which began in 2008, is marked by significant achievements, including a remarkable turnaround that improved the system's margins by $280 million. His deep understanding of both healthcare delivery and private insurance has positioned him as a vital asset to the organization, especially during critical transitions such as the shift from the Health Alliance to UC Health. A lifelong resident of Cincinnati, Rick earned his Bachelor of Business Administration with a major in accounting from the University of Cincinnati and is a certified public accountant. His exceptional leadership during challenging times, including his recognition as CFO of the Year by the Cincinnati Business Courier in 2011 and a finalist in 2021, underscores his commitment to excellence and his strategic foresight. As Rick continues to navigate the complexities of healthcare finance, he remains dedicated to enhancing patient care and organizational sustainability, ensuring that UC Health continues to thrive in an ever-evolving industry landscape.

Johnny Iannelli is a seasoned technology and business leader with over 20 years of experience driving digital transformation, financial strategy, and creative entrepreneurship. As the founder of FreeMind Network and Cowabunga Johnny LLC, Johnny has demonstrated his ability to scale businesses by blending innovation with creative vision, while fostering strong partnerships and community connections. His tenure as Senior Solutions Architect at Vanguard saw him spearhead large-scale cloud migrations, vendor integrations, and CRM modernization projects, resulting in significant cost savings and enhanced operational efficiency. Currently serving on the Finance/Investment Committee of the Drexel Rugby Alumni Association, Johnny provides strategic financial guidance to support athletic programs, showcasing his commitment to community-driven initiatives. Combining technical expertise, business acumen, and a passion for creativity, Johnny is a highly sought-after advisor, ready to bring his unique insights to forward-thinking organizations.

Eduardo Medellin is a seasoned leader in business development and financial management, with over 25 years of experience helping small and mid-sized businesses thrive through strategic planning, accounting clean-up, and cash management solutions. As the founder of Infinity Management DFW, Eduardo has driven growth for numerous companies by streamlining financial processes and creating targeted, results-oriented strategies. Fluent in both English and Spanish and with international experience in Mexico, he brings valuable cross-cultural insights and a strong commitment to operational excellence. Eduardo’s personal mission to "Help businesses grow" drives his work, making him a vital resource for organizations seeking sustainable success and financial clarity.

Greg Barnes, a seasoned financial executive with over 30 years of experience, has held pivotal leadership roles, including President, CFO, and Managing Audit Partner at KPMG LLP. Known for his expertise in corporate governance, IPOs, M&A transactions, and operational restructuring, Greg has successfully guided companies through complex financial landscapes. His strategic leadership has driven business growth, secured multi-million dollar client engagements, and fostered high-performing teams. With a strong presence in boardrooms and academia, Greg remains a trusted advisor and mentor, offering valuable insights to organizations across various industries.

I'm excited to share a bit about my professional journey! With over 32 years of experience across the agricultural, energy, and food manufacturing sectors, I’ve had the opportunity to lead financial transformations and drive operational efficiency for several leading organizations. From restructuring processes to implementing advanced financial models, I've worked with some incredible teams to fuel business growth and navigate complex industry challenges. I'm passionate about using my expertise in strategic planning, financial leadership, and process optimization to help businesses thrive. As I transition into the next phase of my career, I’m eager to explore new opportunities where I can continue to add value and make a meaningful impact. Let’s connect if you'd like to learn more or discuss how I can help!

I’m excited to share my journey as a trailblazer in financial leadership and strategic vision! With over 30 years of experience in finance and real estate, I currently serve as a Managing Director at Cantor Fitzgerald, where I lead finance and accounting strategies with a focus on excellence. My career has taken me through various roles in investment advisory services, real estate financing, and risk management, allowing me to develop a deep knowledge of the industry and a strategic approach to complex challenges. I’m proud of my certifications, including the FINRA Financial and Operations License, and my ongoing education at the University of Notre Dame’s Mendoza College of Business. Known for my innovative problem-solving and clear communication, I strive to make a significant impact in high-stakes financial environments. I invite you to explore how my experience and vision are shaping the future of financial management.

I’m thrilled to share my professional journey and experiences with you. Over the years, I’ve dedicated myself to "Improving People and Processes", striving to drive organizational excellence and growth. My tenure at Blackwood of DC, LLC has allowed me to refine my skills in financial and operational management, while my roles as Senior Controller and CFO have further honed my ability to turn challenges into opportunities for innovation. My career has been shaped by a deep commitment to strategic planning, industry knowledge, and effective communication, all of which I believe are crucial for leading transformative change. I look forward to continuing this journey and making a positive impact in the business world.

I'm thrilled to share my professional journey with you. With over three decades in financial strategy, restructuring, and investment management, I've had the opportunity to make significant contributions in private equity, distressed securities, and corporate finance. My career has been marked by navigating complex financial landscapes and driving impactful results, earning recognition such as Chicago Crain's "40 Under 40." At PPM America, I've managed high-stakes restructurings and delivered outstanding returns, showcasing my ability to address challenging financial scenarios with precision. I’m passionate about shaping the future of finance and investment, and I invite you to explore my full biography for more insights into my career and contributions.

I'm thrilled to share my professional journey and insights as outlined in my latest biography! With over 12 years of experience in finance, real estate, and digital transformation, I've had the privilege of driving significant growth and strategic initiatives at S2 Holding and other leading organizations. From achieving a 20% EBITDA margin and 40% ROE to pioneering successful IPOs exceeding USD 2.5 billion, my focus has always been on leveraging strategic financial leadership to create lasting value. Fluent in multiple languages and passionate about fostering high-performing teams, I look forward to connecting with fellow professionals and exploring new opportunities to drive success together.