Advisors

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    Adrienne Lewis

    Principal, The Lewis Consulting Group

    Alan Schulman

    Vice President, The Meltzer Group

    Beth Berman

    Compellications

  • Bill Rozek

    Embrace Home Loans

    David Farrell

    President, Farrell Advisory Inc.

    David Schulman

    Chief Digital Transformation Strategist, ForceCounsel, LLC

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    Geoff Martino

    CBS

    Gerry Beatley

    President & CEO of Beatley Palmer

    Ines LeBow

    CEO/Founder Enterprise Transformation Solutions

    Jim McAndrews

    Gryphon Diesel Engines, LLC

    John Kolm

    CEO, Team Results USA

    Ken Fischer

    CEO, Atigro

    Kirk McLaren

    CEO, Foresight CFO, Inc.

    Marc Freedman

    Expense to Profit

  • Matt Lescault

    Lescault and Walderman

  • Ned Armstrong

    Capitol CFO Solutions

    Patrick Carroll

    President and Founder, Obsidian Business Solutions

    Patrick Nolan

    President, IT Services Group

    Ronald K. Wills

    CFO, GlobalCEO Solutions

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    Sarah Cato

    CEO, First Financial Group

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Adrienne Lewis

Principal, The Lewis Consulting Group

With more than 25 years of experience as a human resources (HR) professional, Adrienne Lewis has held senior management positions at companies in the commercial, government contracting and association (non-for profit) business sectors and has a unique combination of successful business experience, operations/line management and human resources experience.

Alan Schulman

Vice President, The Meltzer Group

Alan Schulman is a consultant at The Meltzer Group, a leading diversified comprehensive insurance brokerage and advisory practice specializing in life insurance, health and welfare services, retirement plan consulting, property & casualty insurance, and wealth management. Alan stated his career in 1980 as a Certified Financial planner and transitioned into the insurance industry in 1988 to work with company owners on their employee benefits. Alan is licensed in health, life, long term care and all lines of business insurance, and assists C suite executives in creating and preserving wealth and a secure retirement. executive

Specialties

BUSINESS INSURANCE, PERSONAL & BUSINESS WEALTH MANAGEMENT, employeebenefits;retirement planning

Beth Berman

Compellications

Beth is driven to make a profound, positive impact on forward-thinking leaders and teams. Her insights from 25+ years of Marketing, Sales, Business Development, Recruiting, and Job Search Coaching significantly impact productivity, profitability and revenue. Beth’s Compellications™ (Compelling Communications) approach compels your customers–and your people—to buy in, connect and advocate for your success.

A nationally recognized Peer-Group and Public Speaker, Beth leads high-impact, high energy engagements. Her workshops generate In-the-Room Results™. In real time, Beth helps you create crystal clear, repeatable messaging that team members and customers connect to. Her highly-interactive workshops and presentations empower Marketing, Sales, Team Building and Culture.

Beth is a Rostered Vistage Speaker, Certified GlobalCEO Advisor, Association for Enterprise Growth Advisor, and a Certified KnowYourWHY™ Coach. Beth has delivered highly-rated presentations and workshops to: Vistage, Leadership Montgomery, Wells Fargo, XPX, National Association for Entrepreneurs and Business Owners (NABOE), COO Forum, CEO Focus, the American Marketing Association and many leadership seminars, groups and client companies.

Specialties
TEAM BUILDING, BUSINESS BRANDING & STRATEGY, LEADERSHIP, MARKETING, BUSINESS DEVELOPMENT; SALES

Bill Rozek

Embrace Home Loans

David Farrell

President, Farrell Advisory Inc.

David Farrell has over 20 years of experience in Transaction Advisory Services (buy-side and sell-side due diligence and carve-outs) and Restructuring & Business Reengineering either as a consultant (Partner and Managing Director) at Big 4 (KPMG), international consulting practices (FTI Consulting) and national accounting firms (Cherry Bekaert) or as principal (CFO or Strategic roles) at listed and Management Buy-Out businesses, covering both the strategic as well as the transactional side of the business, with deep knowledge of the U.S., European and emerging markets. David has led over 140 transactions with revenue exceeding $68 billion across multiple sectors and countries with companies ranging from small to very large, from family to private equity owned to publicly listed, from local to multinational corporations. Significant experience in government contracting and defense, technology and telecommunications, manufacturing distribution, asset rental, health and energy, franchise and business service sectors. Prepared and advised several companies for sale where I proactively assessed all parts of the businesses and helped businesses maximized their sales valuation.

Specialties
OPERATIONS AND FINANCIAL RE-ENGINEERING, EXIT PLANNING & CORPORATE VALUATION IMPROVEMENT, ACCOUNTING, FINANCIAL ANALYSIS & CFO SERVICES, EXPENSE REDUCTION STRATEGIES AND SOLUTIONS, M&A (Buy-Side and Sell-Side, Due Diligence) and Business Restructuring

David Schulman

Chief Digital Transformation Strategist, ForceCounsel, LLC

There are two sides to disruption – disrupt, or be disrupted. ForceCounsel, is a technology consultancy that helps organizations rewire their business to fend off disruption. The company does this by extending their client’s technology infrastructure into new revenue-generating content and services that excite both prospects and customers. Through the use of Lean Startup and Agile methodologies, ForceCounsel digitally transforms their clients in a series of small, inexpensive projects, each proven to increase value before any money is spent on development. David Schulman is the Chief Digital Transformation Strategist at ForceCounsel, LLC. He has more than 30 years of experience in business and association technology. He has been providing digital transformation consulting services to the business and association markets, leveraging technology toward increased customer engagement and revenue generation. Prior to starting ForceCounsel, David conceived, launched built and sold two IT companies. PracticeOne was a SaaS service provider delivering EHR, and back office services to over 1500 physicians nationwide; and Business Engineering, a Microsoft managed services provider with hundreds of customers primarily in the professional and trade association industry. David has worked in aerospace, healthcare, communications, associations and nonprofits. Prior to launching ForceCounsel, he launched, built and sold two business technology firms. When weather permits, David teaches sailing, guided by the principle that while you can’t change the wind, you can adjust your sails.

Specialties
BUSINESS TECHNOLOGY ASSESSMENT AND STRATEG

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Geoff Martino

CBS

Gerry Beatley

President & CEO of Beatley Palmer

Mr. Beatley graduated from the University of Maryland with a degree in Business Administration and a major in Accounting. After graduation, Mr. Beatley obtained his CPA certificate while spending six years with a National Public Accounting firm. His time was divided between the audit and consulting departments, where he worked with small to midsize firms in a range of industries.

After public accounting, Mr. Beatley was Controller of a publicly traded REIT. He then decided to use his background in accounting and finance to enter the recruiter profession. He joined Don Richard Associates (DRA), the leading Accounting and Financial recruiting firm for permanent and temporary placement in the Washington DC area at that time. Mr. Beatley spent almost fifteen years with DRA, with the last ten as CEO, President and shareholder. Recently, Mr. Beatley spent two years as the Director of Executive Search for Anderson Knight, a boutique recruiting firm for Accounting and Financial professionals in the Washington DC area.

Mr. Beatley has experience unlike many other recruiters. From public accounting positions to CEO of a company, Mr. Beatley has worked in various areas – from auditing to system design and implementation; and from staff reviews to organization structures. Because he has experienced many aspects of the financial and accounting industry, Mr. Beatley has a very good understanding of the experience, background and career goals of the candidates he presents to his clients.

Specialties :
Recruitment of Controllers & CFOs for small to mid sized entities. Recruitment of Managers and Partners in Audit and Tax for CPA firms. Assist in selling/merging of small to mid sized CPA firms.

Ines LeBow

CEO/Founder Enterprise Transformation Solutions

Ines LeBow is known as a catalyst for business, helping numerous companies to improve their operations to help increase leads and sales. Her long history of hands-on experience and work in senior executive roles has shown her how to get the most revenue for her clients. Her 30+ years of experience in operations re-engineering has demonstrated that every business operation can be examined, diagnosed, and improved. Ines is the Principal and CEO of Enterprise Transformation Solutions (ETS), where she uses a proprietary 5-step process to review a business, identify the underlying problems, create a solution strategy, map and document processes, and execute on the transformation plan.

Jim McAndrews

Gryphon Diesel Engines, LLC

James P. McAndrews III is part-time Chief Financial Officer for Gryphon Diesel Engines, LLC, a Maryland-based start-up company that is developing a new patent-pending design for a new diesel engine that uses 80% less fuel for the same horsepower produced, with near zero pollutant emissions. Mr. McAndrews also provides accounting and financial management services as an outsourced CFO for Foresight CFO for clients seeking rapid growth. Before joining Gryphon and Foresight CFO, Mr. McAndrews was the Managing Partner of the Mid-Atlantic and New York Metro area offices for Tatum, a Randstad company, providing clients with hands on strategic, financial and technology leadership with experienced executive level professionals in 10 offices nationwide.

Prior to rejoining Tatum in 2012, Mr. McAndrews was the Senior Vice President, Finance over the Tax and Records Management departments at HealthSouth Corporation in Birmingham, AL. Prior to joining HealthSouth Corporation in September 2005, Mr. McAndrews was at Freddie Mac in McLean, VA, serving as Vice President, Finance, and Vice President, Corporate Tax and Tax Counsel. In 1985, he joined that firm to establish its corporate tax function, as the then $16 billion company first became subject to federal income tax. Mr. McAndrews began his career with Arthur Andersen & Co. in Washington, DC. He is admitted to the Bar in DC, Pennsylvania and Virginia, and he has CPA certificates in DC and Virginia.

Mr. McAndrews has had substantial community involvement experience in leadership roles, especially in several Catholic schools and education organizations, and with the Leukemia & Lymphoma Society, including Co-Chairing the 1999 and 2000 Leukemia Balls in Washington, DC. He is married with five children and lives in Arlington, VA.

Specialties
Specialties include: accounting, auditing, business development, consulting, customer relations, finance, financial planning, financial statements, innovation, legal analysis, mentoring, process engineering, project management, real estate and mortgage finance, reporting, Sarbanes-Oxley process controls, strategic planning and analysis, tax planning, tax compliance and tax audit/appeals controversy resolutions.

John Kolm

CEO, Team Results USA

John Kolm is CEO of international workplace training firm Team Results USA, an innovator of 21st century team retreats, a best-selling author, and a former intelligence officer. Since 1996, his combined expertise in team dynamics, psychology, math and intelligence has led his company, Team Results, to become a leader in team productivity programs on four continents. John and his team specialize in simulation-based leadership programs based on modern ideas and science, with a focus on measurable behavioral change. With offices in Potomac, Maryland, and Melbourne, Australia, John’s firm of around 20 people runs high performance retreats anywhere in the world for organizations such as Pfizer, IBM and Toyota, and for U.S. agencies including the State Department, Homeland Security and the FDA. In 2004 he and a colleague wrote a global best-seller on success and leadership at work, Crocodile Charlie and the Holy Grail, published by Penguin in seven languages and fourteen countries including the U.S. A sequel will be published next year. John is a graduate of the University of Melbourne and the U.S. National Cryptologic School. He lives in Potomac, MD with his wife and son.
Specialties
team and leadership development;serious gaming;team simulations;team retreats

Ken Fischer

CEO, Atigro

My passion is helping organizations and businesses — like yours — to reach their goals using practical digital marketing tools and services. A dynamic and compelling online experience happens when websites, social media, and SEO, support each other in a digital marketing ecosystem. At Atigro, we merge marketing with technology, for a solution that actually achieves your objectives.

Specialties: Search Engine Marketing, Search Engine Optimization, Website Development, E-commerce, Mobile Application Development, Content Management Systems

Kirk McLaren

CEO, Foresight CFO, Inc.

We developed the Strategic Financial Management System™ to help business owners and their employees thrive by being in the top percentile of their industry. This includes increasing profit, achieving positive cash flow, and improving value through operational effectiveness.
Based on hundreds of companies our Strategic Financial Management System™ increases the value of business by 71% over a two-year period.

Marc Freedman

Expense to Profit

Our clients come to us when they are looking for solutions to improve their cash-flow or fund an opportunity and do not have the available assets. As certified expense specialists, we help non-profit organizations pinpoint cost reduction opportunities and cost recoveries assisting in making financial decisions benefiting their overall financial health. Almost all of our services are performed off-site allowing you and your team to maintain your focus on the day-to-day operations. As part of a network of independent category specific spend specialists, we have performed over 25,000 audits in many different business verticals recovering overpaid expenses and saving clients over hundreds of millions of dollars.

Specialties
EXPENSE REDUCTION STRATEGIES AND SOLUTIONS,

Matt Lescault

Lescault and Walderman

Ned Armstrong

Capitol CFO Solutions

Patrick Carroll

President and Founder, Obsidian Business Solutions

“No matter what happens, individuals want their families’ financial security protected. Helping them achieve that peace of mind is why I love what I do.” That’s how Patrick Carroll, founder of Obsidian Planning Solutions, describes what drives him today and has for the past 30 years.

In that time, Patrick has developed a holistic approach to planning that begins and ends with a person’s life goals. He helps business owners protect and grow their companies while synchronizing their personal financial, business and estate plans. “I believe that integrating all plans is the only way for owners to achieve the goals they set for their businesses, their families and themselves.”

When Patrick works with owners to grow their businesses, he always keeps an eye on their future business exits—exits that happen by design, death or disability. To create the best possible outcomes, Patrick draws on his extensive training in business valuation issues, tax-minimization strategies, business value-building practices, business continuity plans, and estate plan designs for business owners.

Patrick is the author of Tame Your Money Elephant(Apple Ridge Press, 2016) and creator of The Lifestyle Protector ProcessTM. This proprietary process puts individuals on a path to enjoying life to the fullest. As a recognized expert in exit planning (he has earned the prestigious Certified Exit Planner designation), Patrick speaks to audiences of advisors and owners about the importance of inserting an owner’s personal financial planning into the business exit planning process.

After a childhood spent living in some of the world’s hotspots (Hungary, Iran, Burma (now Myanmar) and Laos), Patrick returned to the US to earn a bachelor’s degree from Virginia Tech. He subsequently received his Certified Financial PlannerTM (CFP®) designation and Master of Science in Financial Services degree from The American College Of Financial Services.

Patrick and Julie, his wife of 30+ years, share a love of adventure. They have visited numerous countries for both business and pleasure and have launched two daughters. They are members of the DC chapter of Le Bailliage du Greater Washington, part of the Confrérie de la Chaîne des Rôtisseurs. Together, they participate in the club’s activities celebrating fine cuisine.

Patrick Nolan

President, IT Services Group

Patrick Nolan is President of IT Services Group, Inc a Washington DC based IT consulting firm. With over 20 years of industry experience in IT Products and Services, Patrick and his team are adept at taloring technology for your busiess, reducing overall costs, and assisting you in achieving your companies big picture objectives.

Specialties
BUSINESS TECHNOLOGY ASSESSMENT AND STRATEGY,

Ronald K. Wills

CFO, GlobalCEO Solutions

Ron Wills is a seasoned executive with CFO, COO and Board Member experience in a variety of industries with specialties in Restructure and Turnaround management; Financial Reporting and ERP systems; Technology Implementation and Operational re-engineering.

  • Proven record in rebuilding and revitalizing organizations with strong track record in acquiring new clients, managing successful teams across organizational divisions, managing regulatory and human resources and implementing new IT and core technology.
  • Worked for leaders in the finance industry including the founder of MBNA, the third largest credit card issuer in the world and president and executive staff of the largest regional bank in Maryland.
  • Streamlined the consolidation and sale of $2.3B in assets for the Resolution Trust Corporation SPECIALTIES: Restructuring and Turnaround Management
  • Financial & Strategic Planning and Budgeting
  • Family Business Strategies, Succession, & Transitions
  • Resource Maximization
  • IT Systems and Core Technology Management
  • Project Management
  • Risk Management and IT Systems Security
  • Product Development & Design
  • Strategic Alliances & Partnership Building

Specialties
OPERATIONS AND FINANCIAL RE-ENGINEERING, BUSINESS BRANDING & STRATEGY ALIGNMENT, BUSINESS TECHNOLOGY ASSESSMENT AND STRATEGY, ACCOUNTING, FINANCIAL ANALYSIS & CFO SERVICES, BUSINESS DEVELOPMENT & SALES EFFICACY, Change Management; CEO Advisory; Peer Group Facilitation

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Sarah Cato

CEO, First Financial Group

Having developed and/or served as the CEO of 4 mid-market companies prior to becoming a Financial Advisor over 16years ago, I believe that only by understanding and integrating one’s financial strategies from a 360 degree perspective, can the best possible outcome be achieved.

Because their most important asset is usually their business, this holistic view is particularly important in helping my business owner clients achieve optimal financial security. Protecting and enhancing equity and turning it into cash at the right time can often mean the difference between a secure financial future and a future filled with worry. My responsibility is to help my clients ensure their maximum wealth potential through strategic design, not just product selection. My 360 degree process examines each aspect of a client’s financial picture inclusive of their business, integrating each area into a well-coordinated strategy, unique to achieving their goals and values. Working with my clients and their professional advisors, I help them reduce costs, design tax strategies, reduce financial plan risks, and help bring financial balance, now and in the future.

My clients include:

  • Business owners and entrepreneurs
  • Medical and Legal Professionals
  • Executives
  • CPAs and Attorneys

Workshops upon request:
Business Exit Planning – Process & Strategies
Retirement Income Planning, Social Security Strategies,

  • CPA-CPE Sessions
  • Business owner, executive strategy sessions/customized
    topics

Specialties: Business Exit Planning, wealth protection, wealth accumulation, retirement income planning, business succession design/execution, executive and key person benefits design/implementation, business risk management