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    Tag: financial strategy

    David T. Clements: Dynamic Executive Leader and Transformative Strategist

    David Clements is a seasoned executive leader with over 25 years of diverse experience spanning executive management, financial strategy, business development, and organizational transformation. Known for his results-driven approach and dynamic leadership style, David has successfully guided teams across the public and private sectors to achieve operational excellence and sustainable growth. His career highlights include founding and leading impactful nonprofit organizations, optimizing multimillion-dollar budgets, driving innovative business solutions, and fostering community partnerships. A dedicated educator and mentor, David serves as an Associate Professor, sharing his expertise to empower future leaders. With a robust educational foundation and a proven track record of strategic success, David continues to deliver transformative results that align with organizational missions and goals.

    Brian Sharbaugh: Driving Financial Excellence, Strategic Growth and Operational Efficiency.

    Excited to share my executive biography, highlighting my 25+ years of financial leadership experience, expertise in M&A, ERP transitions, and strategic planning. I have a proven track record in driving financial efficiency, enhancing operational performance, and leading corporate transformations. I’m actively exploring board opportunities where I can contribute my financial and strategic expertise.

    Gustavo Lleras: Dedicated to Improving Operations and Leaving a Lasting Impact on Every Organization Worked With.

    As a dynamic executive leader with over 30 years of experience, I specialize in driving profitability, optimizing operations, and leading transformative initiatives across industries. My passion for innovation and strategic insight has allowed me to deliver measurable results and foster sustainable growth. Here is my biography.

    Mitchell Skleres: Driven by Precision, Powered by Passion.

    I’m excited to share my professional biography, which highlights my journey through finance, asset management, and consulting. My passion lies in driving results, fostering collaboration, and delivering strategic insights that make a lasting impact.

    Paul Killpack: Visionary Financial Strategist Driving Transformational Growth

    Paul Killpack is a meticulous and results-driven financial leader with over 25 years of experience as a Chief Financial Officer, specializing in driving business profitability, streamlining operations, and implementing cost-saving initiatives. Renowned for his expertise in maximizing cash flow, generating insightful financial reports, and fostering organizational growth, Paul has successfully scaled businesses across diverse industries. His hands-on approach and strategic vision have enabled him to lead high-performing teams, secure significant investment partnerships, and optimize financial infrastructures to support rapid expansion. With a proven track record of success in both public and private sectors, Paul remains committed to excellence, innovation, and delivering measurable results.

    Samuel Woodcock, ACMA: Accomplished Finance Executive and Strategic Leader

    Samuel Woodcock, ACMA, is a seasoned finance executive with over 30 years of experience driving financial growth and strategic planning across industries such as music, media, advertising, and gaming. Currently the CFO of Premier Music Group, Sam is renowned for his expertise in building budgets, long-term planning, and delivering top-line growth through innovative, KPI-driven solutions. With a proven track record of solving complex challenges and fostering operational excellence, Sam’s global perspective and collaborative leadership style make him an invaluable asset to any organization or board.

    Stephanie Lynn Nghiem, CPA: Accomplished Accounting and Finance Executive

    Stephanie Lynn Nghiem is an accomplished accounting and finance executive with over 21 years of experience leading financial operations, reporting, and strategic initiatives across diverse sectors. Currently serving as the Vice President of Finance & Accounting at OneAZ Credit Union, she oversees critical financial functions, including the general ledger system, budgeting, forecasting, and compliance with GAAP. Throughout her career, Stephanie has demonstrated a unique ability to drive operational efficiencies, such as implementing automation and improving financial processes, while mentoring teams and fostering collaboration. Her extensive background includes leadership roles at American Express, where she managed investment proposals and led the implementation of international financial standards. A licensed CPA in both Arizona and Illinois, Stephanie’s expertise and dedication have positioned her as a trusted leader, and she is now seeking opportunities to leverage her experience on boards and advisory committees to drive meaningful impact.

    Kelly Boyer: Senior Treasury and Corporate Finance Executive

    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.

    Mastering Financial Leadership in the Modern Age

    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.

    Douglas S. Smith: Driving Growth, Innovation, and Impact Through Developing Ecosystems

    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: Senior Finance Executive & Strategic Advisor

    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: Retired Assurance Partner, RSM US LLP

    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: Leading Financial Strategist Committed to Securing Futures and Building Legacies

    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.

    Levi Cohen: Empowering businesses to unlock their full potential through visionary leadership, strategic investments, and innovative growth solutions.

    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: Senior Vice President and Chief Financial Officer at UC Health

    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: CTO | Founder | Board Advisor | Creative Entrepreneur

    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.