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Member's Profile
Chris Shumate
Title: Corporate Accountant
Company: Redline Contract Services, LLC
(Corporate Accountant at Redline Contract Services, LLC)
Are you on the board for a nonprofit, or have you been? If so, what KPIs are or were you most interested in knowing? Are there any leading or lagging measures that are most important to nonprofits?
Member's Profile
Dennis Milosky
Title: CFO
Company: Technical Instruments
LinkedIn Profile
(CFO at Technical Instruments)
I received a notice from my bank that we are required to purchase the 2015 NACHA Rules & Guidelines in order to continue using their ACH services. Is this a common requirement of commercial banks? I believe that the cost is nominal; however, it is more of a matter of...
Member's Profile
Ernie Humphrey
Title: CFO
Company: Biz Dimensions
LinkedIn Profile
(CFO at Biz Dimensions)
I have moderated well over 200 webinars for Proformative, and I recently had the opportunity to attend one, CFO to Chief Trusted Advisor: Earning that Role with Your CEO.  It made me think how I have been able to navigate upwards in my career.  People still use...
Member's Profile
Christie Jahn
Title: CFO
Company: Atlantic Wireless Communications
(CFO at Atlantic Wireless Communications)
I read an article predicting the trillions of dollars in student loan debt will eventually cause colleges to go out of business and cause financial crisis much like what happened in the housing market. What I don't understand is who in the financial world allows such...
Member's Profile
Daniel Magliari
Title: Principal.
Company: Magliari and Associates
(Principal. at Magliari and Associates)
I am working for a privately held company that has recently acquired a couple of subsidiaries internationally.  We currently need to provide an intercompany loans to two of the subs (located in Germany and Taiwan).  The subs are wholly owned by the parent. In...
Anonymous Member
Anonymous
(CFO)
I'm looking for an individual or firm to fill the role of HR Manager for our 30-person services firm in the East Bay. Can anyone recommend a consultant based on a positive personal experience?
Member's Profile
Charles Swan
Title: CFO
Company: The Virtual CFO
(CFO at The Virtual CFO)
I am finance director for a 2-day art show put on by our Rotary Club. What are the pros and cons of the various mobile payment systems out there?
Member's Profile
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
Does this a) surprise you, b) affect you directly and c) affect you indirectly?
Anonymous Member
Anonymous
(CPA)
Does anyone have experience with implementing a system to satisfy the reporting requirements of Sunshine Act? It looks like there are multiple ways to do it. You can use in-source, outsource or hybrid architecture models to build aggregate spend system. Any suggestions...
Member's Profile
Shannon Norman
Title: CPA
Company: VP LLC
(CPA at VP LLC)
I am the new accountant for a business that's in a industry that's also new for me. I spent the last 13 years in a company that was time & billing driven. We billed clients based on timesheets entered by employees working on various projects and expenses charged...
Member's Profile
Mike Kennedy
Title: Analytics Evangelist & Dir. Marketing
Company: Talent Analytics, Corp.
LinkedIn Profile
(Analytics Evangelist & Dir. Marketing at Talent Analytics, Corp.)
Early in my experience with call centers, I encountered a curious mystery. This tightly run service center had an ocean of standardized cubicles, punctuated by manager turrets. Each service agent had the same computer screens, the same scripts to follow, the same goals and...
Anonymous Member
Anonymous
(Accountant)
I am a CPA and I cannot find work at a public accounting firm or private companies. In the meantime, what do you think about a CPA working for H&R Block? Would this look bad on my resume? Is H&R Block really that bad? Could I still prepare taxes on the side while...
Member's Profile
Julie Gilson
Title: consultant
Company: RoseRyan
(consultant at RoseRyan)
There’s a tension for finance organizations that go public. Throughout the year, they are faced with new rules from accounting standard-setters, new guidance from accounting firms and new direction by regulators that could affect them directly. Last year was no...
Member's Profile
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
How do you define them, and today is there much of a difference?
Member's Profile
Ernie Humphrey
Title: CFO
Company: Biz Dimensions
LinkedIn Profile
(CFO at Biz Dimensions)
There is no doubt that acquiring and retaining top notch finance talent are amomng the top  challenges CFOs will face in driving growth in 2015. I would like to gain some insights around how CFOs successfully onboard a person when they add someone they view as a...
Member's Profile
RK Paleru
Title: Executive Director, Systems, Analytics &..
Company: The George Washington University
LinkedIn Profile
(Executive Director, Systems, Analytics &.. at The George Washington University)
My hypothesis, based on observations and discussions with industry analysts / consulting practitioners / senior executives, is that Finance Organizations have been slow adopters of advanced analytical techniques - e.g., statistical techniques (say for cash forecasts) or...
Member's Profile
Joan Varrone
Title: CFO
Company: Cloud Cruiser
LinkedIn Profile
(CFO at Cloud Cruiser)
I know that electronically delivered software is in most cases exempt from sales tax ( there is a exception in the state of Washington if there is an employee in that state).  However, this was based on my work at an enterprise software company a few years back...
Member's Profile
Regis Quirin
Title: Director of Finance
Company: Gibney Anthony & Flaherty LLP
LinkedIn Profile
(Director of Finance at Gibney Anthony & Flaherty LLP)
This question was less important when the job market was in decline.  But as the economy recovers, business owners and senior managers will be faced with this question, more and more. Depending on who you ask, there are two popular, but contradicting opinions.  If...
Member's Profile
Joanie Mann
Title: Principal Consultant
Company: Cooper Mann Consulting
LinkedIn Profile
(Principal Consultant at Cooper Mann Consulting)
  I’m a little concerned, and any professional in accounting and finance who works with small businesses should be just a little concerned, too.  Why?  Because there is a belief out there that some nifty software and Internet Of Things (IoT) approach to...
Member's Profile
Douglas Ryan
Title: CFO
Company: with Private Equity Experience
LinkedIn Profile
(CFO at with Private Equity Experience)
During the past week I have heard about three privately-held companies which are experiencing 60+ day closes. Two are in the process of being converted from cash/tax-basis to accrual-basis. Neither had any meaningful debt (so no covenant requirements) and no one was waiting...