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Institute of Management
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Speaker Biographies |
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| May 2008 | ||||||||||||||||||||||||||||||||||||
| April 2008
Jim Shepard, CTP BEA Systems, Inc. is a world leader in enterprise infrastructure software located in San Jose, California. Jim Shepard has held a variety of positions in corporate treasury and finance over the past 15 years. Jim’s experience spans multiple industries including: capital equipment manufacturing, enterprise software, and biotechnology. He earned a Bachelors Degree in Psychology from California State University, Hayward and an MBA from the Leavey School of Business at Santa Clara University. |
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| May 2007
Janett Edrington Janett specializes in HR Consulting and Training. She has over 25 years HR experience as a manager, trainer and consultant. She is a popular speaker before employer groups and HR professionals on technical as well as motivational topics. A diverse client base consists of large and small employers, including many start-ups, from hi-tech, biotech, financial and professional services, health care, manufacturing, and non-profit organizations. Ms. Edrington’s professional expertise includes:
Common
Sense Solutions for the Workplace |
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| April 2007 | ||||||||||||||||||||||||||||||||||||
| March 2007
Alan E. Ramos, Esq. Alan Ramos’ practice
1) predatory lending plaintiffs’ representation; 2) elder
financial abuse; 3) creditors’ and debtors’ rights in
bankruptcy; 4) out-of-court workouts; 5) general assignments for
the benefit of creditors and 6) acting as a neutral in
mediation. During his career, he has held positions with
The Board of Trade of San Francisco (Pres/CEO), Wholesalers
Credit Assoc (Exec. VP), Credit Managers Assoc. of |
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| February 2007 | ||||||||||||||||||||||||||||||||||||
| January 2007
Johanne
Bouchard Johanne Bouchard has more than twenty-four years of experience in the high technology industry as an Executive Leader and Strategic Advisor. In addition to her role as trusted advisor, she conducts Board Performance Appraisals, Executive Team Assessments (including the Finance arena), facilitates Strategic Planning Meetings and prepares Senior Executive Succession Planning frameworks. In the last 25 years Johanne has been active in operating roles, including CMO and VP International, and as a consultant in pre and post-IPO companies. She has helped address and manage the complex issues of worldwide market strategies and market expansion. Johanne is also adept at helping executive teams build trust and accountability as they chart strategic direction for the team and the organization. Bouchard is a native of Quebec City, Canada, has a Pure Sciences degree from CEGEP Seminaire de Quebec and an Honors BSc in Computer Sciences from York Univ, Ontario. She is published and sat on many boards of directors. |
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| December 2006
Gary Schlossberg Gary analyzes the economic and investment environment for Wells Capital Management (WCM) and for other investment groups within Wells Fargo & Co. In that capacity, he participates in daily conference calls to the organization's investment managers and sales people throughout the country. He is a member of WCM's Asset Allocation and Fixed Income Strategy committees and also participates in the Asset Allocation and Fixed-Income Strategy committees of the Private Client Services Group. Additionally, he regularly makes presentations to WCM customers and prospects, analyzing conditions in the equity and fixed income markets along with developments in the foreign exchange and international capital markets. Gary is quoted in the financial press and appears on business radio and TV programs here, in Japan and in the U.K. Prior to joining Wells Fargo, Gary worked as a researcher at the U.S. Treasury and Federal Reserve Board covering international economic conditions. He did his graduate work at Pennsylvania State University and is a native of New York |
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| November 2006
Brad
Holsworth, CPA In practice since 1982, Brad Holsworth’s 24 years of professional experience include 18 years in public accounting and 6 years in private industry as a chief financial officer for both public and private companies. Brad has worked closely with start-ups, middle market and publicly traded companies in a wide variety of industries. Brad has also served on various corporate boards of directors for both public and private companies. Prior to joining BPM, he was an Accounting and Assurance partner at an international CPA firm. Brad has a BS degree from Santa Clara University and is a member of the AICPA, CalCPA, and active in the Financial Literacy program. He is also an active volunteer within the local community and a youth coach in the San Ramon Valley. Brad is a Bay Area native and now resides in San Ramon with his wife and three children. Brad and his wife have organized a charity golf tournament the last 19 years. |
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| September 2006
Michael McLean Michael McLean-, CPA, CMA, CFE, CGFM, CITP, Diplomate, American Academy of Forensic Sciences. Michael is an entrepreneur, educator and business valuator. He is currently an instructor in the Accounting and Information Sciences Department at the Atkinson Graduate School of Management, Willamette University, where he has lectured for 23 years. Mr. McLean’s business experience spans 19 years of running troubled businesses; 17 successful turnarounds; coupled with 26 years of Controllership and CFO experience. He has run manufacturing plants for foreign ownership, started and operated plants in Mexico and Canada, built boats (twice, the 1st time wasn’t enough), and several other industries. Finance and Accounting are his “home-base”. Additionally, He has co-authored review courses for several professional accounting designation examinations, and at one time taught in 26 cities across the US twice each year. |
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| August 2006
Tracy Zhai
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Don Glenn,
CPA/ABV, CFE, CVA, California Certified Public Accountant – April 1974 to present Senior member of the Firm, which has provided litigation support services to courts and attorneys for over thirty years. American Institute of Certified Public Accountants • Accredited in Business Valuation (ABV) – February 1998. The ABV designation is awarded to CPAs who provide evidence of substantial experience in business valuation, and who have passed a written exam covering the business valuation common body of knowledge. CPAs with the ABV designation must re-certify every three years, demonstrating continued involvement in the business valuation discipline and completing professional education requirements. 2001-2 National Advanced Litigation Services Conference Planning Committee Member of planning committee and speaker at this national conference Member since 1974 The national professional organization of Certified Public Accountants. California State Board of Accountancy Technical Review Panel - 1985-1986 Panel members assist the State Board of Accountancy and Attorney General in civil and criminal complaints filed against CPAs. Panel members investigate and act as experts on a wide variety of technical matters for the State Board. California Society of Certified Public Accountants Statewide Activities Author of Society Professional Development Course - "Family Law for CPAs – A Comprehensive Case Study" and "Advanced Family Law Topics" - 1994 to present State-wide Professional Conduct Committee - 1992 to present State-wide Litigation Section - 1985 to present Recipient first annual Distinguished Service Award statewide Family Law Section - 2000 Member, State Board of Directors - 1996 to 1998 Founding Chair of Statewide Family Law Section - 1995 to 1997 Recipient of 1995 "Conference Speaker of the Year" award Member of California Society of CPAs’ 1992 special task force on the California Society’s role in development of litigation service standards – Northern California representative from a family law practice. Chair, State-wide Family Law Conference - 1992 Co-chair, State-wide Litigation Services Conference – 1991 Member, California Society of CPAs 1991 special task force on professional development for litigation services (including family law) State-wide Management of Accounting Practices Committee - 1985 to 1991 East Bay Chapter Activities Chair of East Bay Chapter Professional Conduct Committee – 1996 to 1998 Organized and supervised Contra Costa County CPA Society Pro Bono Program - 1995 Board of Directors, East Bay Chapter - 1988 to 1990 Founding Chair of East Bay Chapter Litigation Services Committee - 1986 to 1987 Chair of East Bay Chapter Management of Accounting Practice Committee - 1985 to 1987 National Association of Certified Valuation Analysts Certified Valuation Analyst (CVA) - October 1995 to Present Certified Valuation Analysts (CVA’s) perform valuations of business enterprises. The CVA designation is limited to CPAs who have met the educational and testing requirements of the Association. CVA’s must meet continuing education requirements and peer quality reviews to maintain the designation. Member of National Business Valuation Standards Committee – 1998 to present Member of National Course Review Committee – 1998 to 2000 National Association of Certified Fraud Examiners Certified Fraud Examiner (CFE) - May 1993. Certified Fraud Examiners are responsible for resolving a wide range of allegations regarding fraud and white-collar crime. Institute of Management Accountants • National Board of Directors - 1984 to 1986 National Marketing and Membership Committee - 1982 to 1983 Vice President of Regional Golden West Council - 1982 to 1983 President of Oakland East Bay Chapter - 1981 to 1982 (Chapter received “Banner” award) Association of Insolvency and Restructuring Advisors • Member, 1991 to 2000 Association of accountants specializing in business bankruptcy and insolvency. Professional Experience Over 30 years’ public and private industry accounting experience. Experience includes advising potential business buyers and sellers on business values, valuation of businesses, tax consequences and financing. Valuation of a wide range of privately owned companies. Substantial experience in "forensic" accounting with qualifications as an expert witness in Federal and State courts. Court-appointed expert in California Superior and Federal Bankruptcy Courts. Appointed Referee in State Superior Courts. Lecturer Selected speaking engagements (Rule 26 list available): California Center for Judicial Education and Research - 1995 Fall Continuing Judicial Studies Program - Advanced Family Law Seminar California Society of Certified Public Accountants (author of Family Law Course and Business Valuation for CPAs), 1984 to present Judicial Council Family Law Advisory Committee - Goodwill Colloquia participant - October 1990 Hastings College of Advocacy - Faculty Expert 1987 to 2000 California Society of CPAs State Litigation Services Conference 1991 California Society of CPAs State Family Law Conference 1992- 94, 1996, 1998 – 2002 American Institute of Certified Public Accountants – Advanced Litigation Conference 2001- 02 Other business law and professional groups Education Armstrong University - Bachelor of Science Accounting – 1972 Community Service Board of Directors - California Volunteers Accounting Service - 1986 Board of Directors (Treasurer) - Contra Costa Community Food Coalition - 1986-1987 Rotary - 1988 to present (past Secretary) |
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| April, 2006
Marcy Feit,
RN, MSN Ms. Feit is the President and CEO of ValleyCare Health System, a non-profit healthcare system with hospitals in Livermore and Pleasanton. ValleyCare Systems also operates a skilled-nursing facility, a geriatric-psychology program, and a health and wellness center. Ms. Feit has spent her entire 32-year career in Central Valley health-care programs. She is a registered nurse who began her career as a surgical nurses’ aide and advanced through the ranks to become one of the few minority women to become a chief executive officer of a California the health-care system. In September 2005, Lt. Governor Cruz Bustamante announced the appointment of Ms. Feit to the Independent Citizens Oversight Committee overseeing California’s stem-cell research initiative, which was created when voters approved Proposition 71 in 2004. Ms. Feit has also helped spearhead the Livermore Center of Excellence in Diabetes, which provides inpatient and outpatient care for individuals with Type I, Type II or gestational diabetes. The program also provides diabetes counseling, group support, nutritional advice, and education services to the community. The American Diabetes Association has certified and recognized the Center of Excellence in Diabetes for its high quality of self-management education. Ms. Feit is a native of Stockton and the daughter of a farmer. She spent her youth in the Stockton area and graduated from Manteca High School. She worked her way through nursing school and holds a Master of Science Degree in Nursing Science and Administration and has served on a state strategic planning committee for nursing, the Medical/Auxiliary Advisory Committee for Chabot College, and the Board of Directors for Hope Hospice. She is currently a member of the Tri-Valley Business Council, and serves as a member of the East Bay Hospital Council. She is also a member of the Board of Directors for Cooperative Hospitals, Inc. and Sigma Theta Tau, International.
Ms. Feit’s other awards and accomplishments are: |
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| March, 2006
Jeanne
Kissel Jeanne is Lawrence Livermore National Laboratory’s Accounting Officer, responsible for the leadership and operations of the Accounting Department. She is responsible for financial systems, general accounting, disbursement services, accounting standards and policy functions, compliance, and rates. Jeanne oversees and ensures Laboratory financial management policies and practices are in compliance with DOE policy, FAR, GAAS, and GAAP. |
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| February, 2006
TBA |
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| January, 2006
Robert Gardner,
CPA
Rob
joined Robert Half International in 1993 as an Accountemps
Staffing Manager and has continued to take on positions of
increased responsibility since that time. He has been a key
contributor to the development of the
Rich Laveroni Rich joined RINA in 1985 as its first Human Resources Director after spending 12 years with a Big Four accounting firm in personnel and administration. Working with accountants for most of his career, Rich has been involved in developing public accounting careers from initial interviews on university campuses to admission of new owners in accounting corporations. A Bachelor’s degree in Philosophy and Masters in Theology has proved a more relevant educational background than he expected for the accounting profession Rich’s role encompasses a potpourri of responsibilities, including staff recruiting, scheduling assignments, conducting performance reviews, coordinating continuing education, as well as being involved in the general administration of the Firm’s five offices. Keeping in contact with all the Firm’s employees is a challenge of logistics, but in this day of e-mail and voice messaging, Rich prefers the one-on-one sharing of ideas live and in color. Another great enjoyment is recruiting for the opportunity it gives him to meet and appreciate the quality people who eventually join RINA. A member of the California Society of Certified Accountants and Rich also serves on the Society’s State Human Resources Committee. He is also a member of the Northern California Human Resources Association. His primary clients are the staff and stockholders of the Firm, but he is always available for consultation on personnel matters for the Firm’s clients as well. San Carlos is home for Rich and his wife, Ann, from where they follow the exploits of three grown children and pursue their respective passions of golf and upholstery. |
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| December, 2005
Gary Schlossberg Gary analyzes the economic and investment environment for Wells Capital Management (WCM) and for other investment groups within Wells Fargo & Co. In that capacity, he participates in daily conference calls to the organization's investment managers and sales people throughout the country. He is a member of WCM's Asset Allocation and Fixed Income Strategy committees and also participates in the Asset Allocation and Fixed-Income Strategy committees of the Private Client Services Group. Additionally, he regularly makes presentations to WCM customers and prospects, analyzing conditions in the equity and fixed income markets along with developments in the foreign exchange and international capital markets. Gary is quoted in the financial press and appears on business radio and TV programs here, in Japan and in the U.K. Prior to joining Wells Fargo, Gary worked as a researcher at the U.S. Treasury and Federal Reserve Board covering international economic conditions. He did his graduate work at Pennsylvania State University and is a native of New York |
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| November 9, 2005
Tarik Dudum, Partner |
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| October 15, 2005
R.
Wendell Harwell, CPA, CFE, CGFM, CVA
4 years as the
Territorial Auditor for the American Samoa Government in Pago
Pago, American Samoa. The Territorial Audit Office is an
independent agency whose mission is to combat fraud, waste and
abuse in government. This required a nomination by the Governor
and confirmation by the House and Senate. PROFESSIONAL ORGANIZATIONS
Certified Public
Accountant
Certified Fraud
Examiner
Certified Government
Financial Manager
Certified Valuation
Analyst (Retired) INTERESTS
When I am not teaching, I
am traveling. |
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| September 21, 2005
Lori Lee Lori Lee is the Vice President of Finance for SBC West, a major operating unit of SBC Communications. She has financial oversight for Pacific Bell and Nevada Bell, the two subsidiaries which make up the SBC West division. SBC West delivers a variety of telecommunications services, serving over 17 million customer lines and generating nearly $10 billion of revenue. Prior to assuming her current position in July 2004, she served as SBC’s Managing Director-Assistant Treasurer, responsible for assisting with capital market transactions, rating agency & banking relationships, shareowner services, cash management and short-term investments. Before that, she served as Managing Director of Investor Relations. Lee joined SBC as Director of Financial Planning in 1997 and has held various financial positions within the company. She began her career at Price Waterhouse in St. Louis in 1988, and later worked at an international medical supply corporation and the Earthgrains Company, assuming roles of increasing responsibility for financial analysis, business management and planning. Lee currently serves on the boards of Seton Home and the YMCA of San Antonio and the Hill Country. |
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| August 13, 2005
Joseph
Cancilla Joseph M. Cancilla, currently Controller-Retail Operations for Wente Vineyards in Livermore, CA and will take on the role as Director of Financial Planning and Analysis beginning with the new fiscal year (November 1, 2005). Joe graduated from California State University, East Bay in December 1976 with his Bachelor of Science degree in Business Administration, with a concentration in Accounting. After college, Joe went to work for Pacific Telephone and Telegraph in January 1977. Over the next 24 years, Joe held numerous positions of increasing responsibility and scope in Corporate Accounting, Financial Planning and Analysis, and both Federal and State Regulatory Affairs. Joe left SBC (who merged with Pacific Telesis) in February 2000 and joined Advent Software as Director of Financial Planning and Analysis. In September 2003, Joe landed his current position with Wente Vineyards in Livermore, CA. As Controller-Retail Operations, Joe has accounting and financial planning and analysis for all of Wente Vineyards retail operations, which include an award-winning restaurant, summer concert series, catering, championship golf course, a membership club, and five tasting rooms. As Director of Financial Planning and Analysis, Joe will be responsible for overseeing all planning and budgeting for the entire company, which includes vineyards, wine production, wholesale wine sales, and the retail operations. Joe has two children and lives in Pleasanton. |
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| June 18, 2005
Jim Horan The One Page Business Plan is a product that will appeal to our Corporate IMA members as well as those on the track or in Self Employment (i.e. last roundtable attendees). His plan and system can help:
** Corporate
executives frustrated with the ability to execute the business
plan that was put together Jim Horan is the President and CEO of the One Page Business Plan Company and author of "The One Page Business Plan"... the best selling business planning book on Amazon.com. He is also the developer of The One Page Planning and Performance System. Jim founded the company in 1990 after nearly two decades in senior level financial positions with Shaklee Corporation and Bayer Pharmaceuticals. Over the past 14 years, his company has helped thousands of businesses achieve sustainable cash flow and profit growth. Mr. Horan speaks to audiences all across the United States, helping business owners and CEO's systematically make their businesses more profitable. Jim has the unique ability to take complex business situations and make them simple. Tom Peters, the author of Thriving on Chaos and In Search of Excellence, calls the One Page Business Plan an out and out winner... Period! Peters has been quoted as saying "It makes great sense to me as a so-called ‘business thinker.’ The One Page Business Plan = the proverbial better mousetrap!" |
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| May 18, 2005
Peter
MacDonald Mr. MacDonald’s philosophy is to work creatively with the government officials; to know and anticipate the concerns of staff members, policy makers, neighbors, and environmentalists. He maintains the technical competence necessary to deal with regulations involving scientific, demographic, mathematical, or economic issues. Mr. MacDonald is a valuable team member, with broad experience, and an understanding of the other players’ needs as well as the appropriate limitations upon the lawyer’s role. Mr. MacDonald’s areas of practice are:
Mr. MacDonald is a graduate of University of Montana, Missoula, Montana with a B.A. in Economics w/Honors and a M.S. in Urban Planning. He is also a graduate of University of Arizona, Tucson, Arizona with an M.S. and a J.D. In Law. Mr. MacDonald is a member of the Bar Associations of Arizona and California. Mr. MacDonald is a member of : Valley Community Bank; Board of Directors, 1998-present – Chair, 2000-2002, Pleasanton Downtown Association, Board President 2003/2004, Pleasanton Rotary, President 1998/1999, Eastern Alameda County Bar Association, President, 1997, Bay Area City Attorneys, President, 1984, Pleasanton Chamber of Commerce, President, 1992, and the National Association of Home Builders |
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| March 10, 2005
Dr. Jay
Tontz Dr. Jay L. Tontz joined the faculty at California State University in the fall of 1969 after teaching for three years at the U. S. Air Force Academy. He became Dean of the School of Business and Economics in 1973 and retired as Dean in June 2003. He is currently back in the classroom as a Professor of Economics. Jay received his undergraduate degree for Denison University, his masters from Cornell University, his Ph.D. from the University of North Carolina, Chapel Hill, his Executive Development Certificate form Harvard University, And an Honorary Professorship from the Academy of National Economy, Russia. He has been active in the Bay Area as Chairman of the Board of Directors, St. Rose Hospital, member of the Board of the Trade Club of Hayward, and a member of the Hayward Rotary Club, and its President in 1985-86, and a member of the Economic Advisory Panel for the City of Oakland, 2003 – present. He also coached competitive soccer teams in San Ramon for many years. His primary areas of research and publications have been in the economics of deregulation, forecasting the economy, and managing change. He served as a consultant to the California Public Utilities Commission and the California Trucking Association. Under his leadership California State University Hayward’s Business College has gained a local, national, and international reputation for innovation and leadership. They established the first nationally accredited American MBA program in Moscow in 1993, the first American Executive MBA in Vienna, Austria in 1995, an MBA program in Hong Kong in 1996 and an Executive MBA in Beijing in 1999, one in Singapore in 2000, and have approval to start an MBA program in Brazil. At this meeting he will gaze into his crystal ball and forecast the state of our national economy for 2005.
Capt. Larry R.
White, CMA, CFM, CPA, CGFM Larry is a Captain in the U. S. Coast Guard. He is Deputy Chief Financial Officer and Chief, Office of Financial Policy and Systems at USCG Headquarters in Washington, DC where he is responsible for the service’s financial system architecture, maintenance, and development; financial statement preparation and audit compliance; financial policy; financial management personnel development; and program manager for the service-wide finance center. Previous assignments have included Chief of the Budget Execution Division at USCG Headquarters in Washington, DC, where he managed 7 appropriations with over $5 billion in annual funds and prepared the Coast Guard’s senior executives for Congressional hearings. He has been Comptroller at three major Coast Guard facilities: the Training Center in Yorktown, VA, the Integrated Support Center in Portsmouth, VA, and at the Coast Guard Finance Center in Chesapeake, VA. Prior to entering the financial management field, he commanded a patrol boat in Norfolk, VA, and an operations command center in New York City. He holds a bachelors degree from the US Coast Guard Academy, an MBA from Columbia University, and is a Certified Management Accountant, Certified Financial Manager, Certified Public Accountant, and Certified Government Financial Manager. He is Chairman of the Board of the 69,000 member Institute of Management Accountants, the second largest accounting association in the United States. He has served as one of three federal CPA’s on the American Institute of CPA’s National Members in Government Committee, and was the government COA on the AICPA’s Special Committee on Enhanced Business Reporting. He is a member of the Board of Directors of the Consortium for Advanced Manufacturing -International (CAM-I) and was the 2003 recipient of the CAM-I Cost Management Section’s prestigious Robert A. Bonsack Award for “distinguished contribution to the advancement of cost management”. He is a member of the Editorial Advisory Board for the Journal of Cost Management. |
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| February 26, 2005
Brent
Chaney
Brent Cheney is the Senior Vice President and Manager of Valley
Community Bank's Pleasanton Office. He is a Founder and one of
the original organizers of the bank, which opened in 1998. He
began his banking career in 1973 with Wells Fargo Bank after
receiving his bachelor of science degree from UC Davis with a
dual major of agricultural economics and business management.
He first came to Pleasanton in 1988 as the Branch Manager for
Wells Fargo. His professional background includes experience in
consumer, commercial, and mortgage lending, retail banking, and
financial product sales management in various locations
throughout northern California. He serves on the Axis Community
Health Foundation Board in Pleasanton. He is also a U.S. Air
Force veteran. Quentin Burt
Mr. Burt is
a Franchise consultant and coach who joined The Entrepreneur's
Source because of his desire to help people achieve their career
dreams and because of the training and support he knew he could
receive from this organization. He is a graduate of the E-Source
Academy, and received rigorous training on coaching, franchising
and self-employment options.
Jim Gulseth Jim
Gulseth, Attorney at Law, is a practicing attorney with J. G. P.
C., Business & Corporate Law, a professional law corporation,
located at 5000 Hopyard Road, Suite 400, in Pleasanton,
California. The firm specializes in serving business start-ups,
entrepreneurs, emerging growth companies, investors, venture
capital and transitioning businesses. |
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| January 12, 2005
Bill
Armstrong
A 13-year veteran of accounting and finance
staffing, Mr. Armstrong first joined Accountants Inc. in 1993 as
a Staffing Manager focusing on direct hire placements. Since
then, Mr. Armstrong has held multiple field management roles
including operations and branch management. Between 1998 and
2003, Mr. Armstrong’s scope of responsibility expanded to
include all offices in Northern California, as well as branches
in Arizona and Texas. His in-depth knowledge of staffing and
recruiting at all levels has played a major role in the region’s
success. Under his leadership, branches in the region have had
award-winning performances and Mr. Armstrong himself has been
honored with several Leadership Excellence awards, as well as
the Employee of the Year honor. Mr. Armstrong currently
maintains responsibility for the AI company owned branches in
addition to the development of AI Executive in Northern
California. Mr. Armstrong holds a Bachelor’s degree in Finance. Leah
Gantz
Ms.
Gantz graduated from University of Michigan with a degree in
Organizational Studies and has worked for three and a half years
in Human Resources for Mervyn's. She started out as an HR
Representative in the Stores organization and then in April of
2004, she transferred to the Headquarters HR Marketing and
Finance Support Team. Ms. Gantz is currently the Human Resources
Manager responsible for all support functions at Headquarters
including HR, Marketing, Finance, IT, Legal and Store
Operations. Ms. Gantz has spent the majority of the last six
months focusing on the divesting of the Mervyn's organization
from the Target Corporation, specifically rebuilding the new
Finance team. Many positions that once existed in Mervyn's
locally were consolidated over the last several years within the
Target Corporation. These positions must be repatriated to the
new Mervyn’s organization. Approximately 50 new positions will
be added to the Finance team in the next year. Nicole
Jagoe
Ms. Jagoe has worked with at Robert Half
International for over 6 years specializing in the recruitment
and placement of accounting and finance professionals. After
graduating with honors from UC Davis in 1993, Ms. Jagoe began
her recruiting career in the Sacramento Valley placing sales,
accounting and administrative professionals. Ms. Jagoe spent
the majority of the technology boom recruiting for finance and
sales professionals in Northern California, Southern Asia and
Australia. Ms. Jagoe’s career includes both in-house and
recruitment firm placements. Today, she specializes in placing
only accounting and finance professionals in the Northern
California area. Tonia
Walsh
Ms. Walsh has been with 24 Hour Fitness for
almost seven years. During that time, Ms. Walsh has worked in
the field Human Resources Area and was located in Texas and most
recently has spent the last two years at the Corporate Office as
Staffing Manager. Ms. Walsh has a Bachelor’s degree in
Psychology and a Masters in Counseling. |
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| December 9, 2004
Gary Schlossberg Gary analyzes the economic and investment environment for Wells Capital Management (WCM) and for other investment groups within Wells Fargo & Co. In that capacity, he participates in daily conference calls to the organization's investment managers and sales people throughout the country. He is a member of WCM's Asset Allocation and Fixed Income Strategy committees and also participates in the Asset Allocation and Fixed-Income Strategy committees of the Private Client Services Group. Additionally, he regularly makes presentations to WCM customers and prospects, analyzing conditions in the equity and fixed income markets along with developments in the foreign exchange and international capital markets. Gary is quoted in the financial press and appears on business radio and TV programs here, in Japan and in the U.K. Prior to joining Wells Fargo, Gary Schlossberg worked as a researcher at the U.S. Treasury and Federal Reserve Board covering international economic conditions. He did his graduate work at Pennsylvania State University and is a native of New York |
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| November 9, 2004
Frederick C. Mutter, ESQ., CPA Frederick Mutter's experience includes 13 years in "Big Four" public accounting, working exclusively for the past 10 years with high net worth individuals and corporate executives. Fred provides comprehensive income, gift, and estate tax planning as well as tax compliance services for numerous wealthy individuals, their entities and families. He also offers business succession planning to owners of closely held businesses. Fred has worked extensively with corporate executive groups in the areas of stock option, income tax, retirement and cash flow planning. Fred has instructed tax professionals and presented seminars for client management personnel in the income and transfer tax as well as retirement planning areas. He is also a Deloitte & Touche designated gift tax return reviewer and a member of the firm's Private Client Advisors editorial board. Fred's affiliations include the American Institute of Certified Public Accountants, the California CPA Society, the California Bar - Estates and Trusts Section, and the Commonwealth Club of California. He is a licensed attorney and CPA in California. Fred received an undergraduate degree in Economics from Georgetown University, a Master's Degree in Accounting on a full graduate fellowship from The American University, and a Juris Doctor from the University of Southern California Law School. |
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|
September 15, 2004
Gary Yamashita Gary Yamashita is the Manager, Office of Ombuds, for Chevron Texaco Corporation. He has held this position since 1997. Gary joined Chevron Texaco in 1981 as an Analyst Accounting Policy. He has held accounting and finance positions in upstream accounting, auditing, and information technology. He has also served as a quality improvement coach and on the information technology diversity council. Prior to joining Chevron Texaco, Gary was a Professor of Business Administration at California State University, Hayward where he taught accounting and served in various administrative roles, including acting Chairperson of the Department of Accounting and Computer Information Systems. Gary has an A.B. in Mathematics from Bowdoin College and a M.B.A. in Accounting and Ph.D. in Finance from Columbia University. Gary is also a Past-President of the Amador Valley Chapter (formerly the Alameda South Chapter). |
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August 14, 2004
Earl Ault Trained as a physicist, Mr. Ault became interested in the wine industry in the mid 1970’s when he lived in Eastern Washington State. It was at the beginning of the rapid growth for the local premium wine economy. In 1981, Mr. Ault and his wife, Linda moved back to California settling in the Livermore Valley for both professional career and viticulture reasons. After several years of study, scouting for property, and numerous wine related classes and tasting, the Ault’s purchased a 20-acre ranch already planted with Chenin Blanc grapes. In the years that followed they grafted the vineyard to include Cabernets and Chardonnays, selling all their fruit to the local wineries. In 1990 they had started the Cedar Mountain Winery with their first vintage of Estate Cabernet and Chardonnay wines. As the winery grew in stature and production Cedar Mountain started consuming all of the fruit grown in their vineyard. The Ault’s started supplementing their 4,000 case per year production with grapes from other local sources. In 1993, Mr. Ault began teaching himself how to fortified wine production that resulted in two very successful red port wines. The traditional Vintage Port is made from grapes grown by Frank Alviso in Amador County located in the Sierra foothills and a Cabernet Port made from the Ault’s vineyard in Livermore. Production increased to it's present 1,000 cases for each of the Ports. In 1997, a White Port, Chardonnay del Sol, was added to their repertoire. An instant hit, this wine is now producing 400 cases. At present, 25% of Cedar Mountain’s production is in fortified wine. Mr. Ault’s goal is to produce fine fortified wines in the style and quality of the European originals. Fortified wines will remain an important part of Cedar Mountain’s portfolio, but table wines are still the mainstay. |
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July 13, 2004
Ursula Behiel Ursula Behiel joined E-chx, Inc. in October of 2003 when the company expanded into the California market from New York. She has 10 years of experience in the Payroll Service industry and has lived here in Pleasanton for the past 15 years. Ursula has served on the Board of Directors for the Rotary Club of Walnut Creek and for the Walnut Creek Chamber of Commerce. Ms. Behiel earned her Bachelors degree from California State, Hayward in 1994. Prior to completing her education, Ursula took a four year break from school, and became a professional athlete. She rode Thoroughbred racehorses in New Mexico, California and New Hampshire from 1988 until 1991. Ursula will discuss her experiences as a jockey, the relationships between jockeys and owners, and will answer questions about the horse racing industry |
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May 13, 2004 Kendall Cooper -
Dominion Ventures Inc. Mr. Cooper joined Dominion Ventures prior to the inception of Dominion's first fund in 1986 and has been a General Partner of Dominion Funds II thru V. Mr. Cooper has served on the Board of several companies including Knowlix Corporation, Occupational Health Development Corporation, and Camstar Systems. He is currently a Director of Spontaneous Technology, Inc., ExpressPoint Technology, Inc., Intesource, Inc., and Dominion's venture lending affiliate Dominion Capital Management. He also currently serves as a board observer of U.S. Healthworks, Inc. and Nayna Networks, Inc. In addition to his investing activities, Mr. Cooper oversees all financial, reporting, and administrative functions of Dominion Ventures. He was previously Director of Due Diligence and Documentation for Equitec Financial Group and an Emerging Business Specialist based in the Denver office of Deloitte, Haskins & Sells. He is a Certified Public Accountant and earned a Bachelor of Arts degree from Brigham Young University and a Master of Business Administration from UCLA. |
| This website was last update on: January 21, 2005 |