Midwest CFO Forum 2010 Journal

Midwest CFO Forum2010 Journal

June 16, 2010 • Ford Conference and Event Center • Dearborn, MI

One team. One focus.

Your success.

Who is Rehmann? A Michigan-based firm of CPAs,business consultants and financial advisors focused on your success. Our 220 professionals in Southeast Michigan serve clients across a multitude of practice areas, from privately held businesses to publicly traded companies, from individuals to multinational organizations.

What makes us different? Our proactive, client-focusedapproach to delivering business wisdom. With one call to Rehmann, you’ll gain access to a handpicked team of professionals with the right expertise to address your top priorities.

Your Rehmann team will work closely with you to understand every aspect of your personal and business situation, and design and implement one-of-a-kind solutions to help you reach your goals.

Find out how working with Rehmann can help you put all the pieces together.

Contact Kimberlie Buchanan at 248.293.7129 or [email protected]. Visit us onlineat www.rehmann.com.

5750 New King Street Troy, MI 48098

39300 W. Twelve Mile Road Farmington Hills, MI 48331

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TABLE OF CONTENTS

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Welcome Letter • Tracy-Ann Palmer, Executive Director, Midwest CFO Forum

Acknowledgements

Thank You To Our Partners

Agenda

Venue Floor Plan • Ford Conference & Event Center

About the Speakers

About the Executive Board

About the Delegates

Meet the Rehmann Team

Partner Descriptions & Contact Information

Creating a CFO Community • Delegate Contact List

Member FDIC. Charter One is RBS Citizens, N.A. 04149

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CITIZENS FINANCIAL GROUP KEY STATISTICS

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TOP 10 COMMERCIAL BANK IN U.S.

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WELCOME LETTER

Welcome to Midwest CFO Forum 2010!

Thank you for attending the 2nd annual Midwest CFO Forum. We appreciate your support of our efforts to bring together the best senior finance executives in the region to facilitate the financial community’s growth. You are an integral component in developing Michigan 3.0.

This year we have pulled together what we believe is an informative agenda tailored to current trends and feedback from our distinguished Executive Board, alumni and pulse survey participants throughout the year. The keynote presentations, panel discussions and roundtable conversations focus on leadership, globalization and trends impacting senior financial executives. We have gathered an elite group of outstanding business partners and community organizations with whom you will be able to meet and interact with during the day.

Today we will introduce Elevate! Executive Mentor Program, which pairs today’s top finance leaders with the Midwest’s best up-and-coming CFOs. The mentors and mentees meet one hour per month for a year, supplemented by quarterly best practices meetings (for mentors) and biannual workshops (for mentees). Elevate provides guidance for those looking to advance their careers and offers both mentors and mentees the opportunity to steadily build up their social capital. If you are interested in being a part of this program either as a mentor or a mentee, please indicate your interest on the evaluation form. Staff members will be available to assist you throughout the day. Simply stop by the registration desk or find someone wearing a dark suit with a bright green shirt and a Midwest CFO Forum staff badge.

Thank you for your commitment to creative collaboration, leadership and action.

I sincerely wish you a memorable experience!

Tracy-Ann Palmer Executive DirectorMidwest CFO Forum 2010An Arzika Signature Event

P.S. Before you leave, please take a few minutes to complete and return the event evaluation.Your feedback will assist us in enhancing Midwest CFO Forum 2011.

Towers Watson. A new global company with a singular focus on our clients.

towerswatson.com

Benefits

Risk and Financial Services

Talent and Rewards

To make sure it does, Towers Watson goes beyond what most other risk consultants and brokers can offer. We combine expert brokerage with industry-leading actuarial, financial and risk management capabilities. We can help you understand and manage risk in the overall context of your business — so you get a custom-made program. Every time.

Made to order Your risk financing program should meet your needs. Perfectly.

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ACKNOWLEDGEMENTSPRESENTING ORGANIZATIONSArzika, LLC Rehmann

PLANNING/MARKETING/SALES/OPERATIONSKelli BairdAmanda BateLori BrauerCurtis DanekerEvon EbeidAmanda HannaJordana LückShannon O’ReillyRob PalmerTracy-Ann PalmerKen Root

SPECIAL THANKSBobby Alcott • bobby alcott photographyPhil Bahr • Rehmann // Board MemberCharles P. Barnes • AMI Strategies // Board MemberKimberlie Buchanan • RehmannTom Butler • Greenpath // Board MemberJames Connelly • Henry Ford Health Systems // Board MemberDan Deighton • Marsh // Board MemberKevin Dunivin • CFO Real Estate One // Board MemberTodd Hohauser • Harvey Hohauser & AssociatesKevin Kiefer • RehmannRob Kreipke • Ford Conference and Event CenterJason Lambiris • Apex Digital Solutions // Board MemberNicole LaPointe • Crain's Detroit BusinessDavid Lochner • Charter One Bank // Board MemberSteve Maltzman • Rehmann // Board MemberBob Metzger • Michigan's Next Great Companies // Board MemberJane Sydlowski • AMI Strategies

VOLUNTEERSBeth AdamsBonnie TeeganDeanna Spivey

CONTRIBUTING ORGANIZATIONSAMI StrategiesApex Digital SolutionsArzika, LLCCharter One BankCrain's Detroit BusinessDataspaceFinancial Executives International (FEI)Harvey Hohauser & AssociatesMarshRehmannThe Institute of Internal Auditors Detroit Chapter (IIA)Towers Watson

EVENT AGENDA • The Road to Recovery: Maps Available Here

10:30AM - 11:00AM

11:00AM - 12:30PM

12:30PM - 1:00PM

1:00PM - 2:30PM

Registration & Welcome

Luncheon & CFO Survey Presentation

Findings from the Midwest CFO community Survey will be presented, during lunch, by Towers Watson. The survey, taken just prior to the 2010 Midwest CFO Forum, focused on key trends, economic recovery indicators noted by our community, financial measurements they are using and what they are doing to manage through the economic upturn.

Keynote Address • The Road To Recovery

Using IT costs to help manage the road to recovery

Steve Weber Vice President, Executive Partner of Gartner Executive Programs (EXP)

Executive Roundtables

TopicsIncreasing certainty in uncertain timesEssential steps companies need to take to better manage rish in current times.Sponsored and facilitated by

Are CFOs always responsible for fraud within their organization?Sponsored and facilitated by

Risk management strategies for capitalizing on the economic downturn Sponsored and facilitated by

Creating measurement systems that drive both lean behavior and improved business performanceSponsored and facilitated by

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2:30PM - 2:45PM

2:45PM - 3:45PM

3:45PM - 4:30PM

4:30PM - 4:45PM

4:45PM - 5:00PM

5:30PM - 9:00PM

Results to be published in an exclusive white paper available to all attendees.

Preparing the Workplace for the Next GenerationFacilitated by Bob Metzger, Director, Michigan's Next Great Companies

Where will companies find capital tomorrow - and at what cost?Sponsored and facilitated by

Break

Afternoon KeynoteRecovering from Battle Shock: Leadership Lessons From CombatEd Ruggero Author, Historian

Panel DiscussionWhat has the economic crisis taught us so far?A regional perspective

Samir Singh, Senior Consultant, New Economy Initiative for Southeast Michigan // ModeratorDennis Herrick, Chief Financial Ocer, Beaumont Hospitals // PanelistLaurie Van Pelt, Chief Financial Ocer, Oakland County // PanelistKevin Dunivin, Chief Financial Ocer, Real Estate One // Panelist

Elevate Mentoring Program LaunchJames ConnellyChief Financial Officer and Senior Vice PresidentHenry Ford Health Systems

Closing RemarksTracy Ann Palmer Executive DirectorMidwest CFO Forum

Crain's CFO of the Year Awards

Connecting Software Investments Directly to Business Value• How to determine actual payback for software projects up front• Prioritizing your project portfolio based on business value to accelerate ROI• Why the CIO should report to the CFOSponsored and facilitated by

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THANK YOU TO OUR PARTNERS

PREMIER SPONSOR

PARTNERS

COMMUNITY PARTNER

EXCLUSIVE BANK SPONSOR EXCLUSIVE LUNCH SPONSOR

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MEET THE REHMANN TEAM

Phil D. Bahr, CPAManaging Principal

Contact InformationPhone: 248.293.7100Fax: 248.952.5750Email: [email protected]

Areas of ExpertiseTax & Accounting, Compliance & PlanningGeneral Business ConsultingPractice Management

CURRENT POSITIONPhil is the managing principal of the 130-person Troy office of Rehmann.

EXPERIENCEPhil has been practicing since 1977. He serves a diverse client base and is actively involved in the tax planning, business consulting, and accounting and financial matters of his clients.

EDUCATIONPhil received his Bachelor of Science in business administration from Kansas State University.

Professional and Community OrganizationsMichigan Association of Certified Public AccountantsAmerican Institute of Certified Public AccountantsRehmann – Board of DirectorsUniversity of Michigan – Flint School of Management Advisory BoardMichigan Family Business Center – Advisory BoardOakland University – past Accounting and Finance Advisory BoardLivonia Chamber of Commerce – past Chair of Board, past Chair of Economic Development CommitteeDetroit Regional Chamber of CommerceWoodhaven of Livonia (not for profit) – past Founding Executive Committee and board memberActive with church

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MEET THE REHMANN TEAM (continued)

Kimberlie Buchanan, CPADirector of Client Service & Practice Growth


Areas of ExpertiseProfessional Services Sales and Business DevelopmentNew Product and Service Development

Client Ambassador Marketing Communications, Advertising & Public Relations

Current PositionKimberlie is a Principal located in the Troy office. She is the Director of Client Service & Practice Growth for the Southeast Practice of Rehmann. She is responsible for business development, sales growth, brand building and practice growth strategies.

ExperienceKimberlie brings more than 20 years of accounting, business development and sales experience to her role as Director of Client Service & Practice Growth. Kimberlie has the ability to listen to client and prospect issues and introduce them to a Rehmann business advisor who can provide financially rewarding solutions. She works with Rehmann business advisors to develop client service plans that meet client-defined expectations for performance and service.

Kimberlie’s career began at Touche’ Ross (aka Deloitte) as an Auditor in the Middle Market Practice. She then spent 10 years in various accounting and financial roles with Fortune 100 companies before becoming an Executive Recruiter focused on business development for finance and accounting professionals. She spent the last six years focused on business development, practice growth and client service with a Big 4 Firm as well as a publically traded consulting firm.

EducationKimberlie holds a BBA in Accounting from Central Michigan University and is a Certified Public Accountant.

Professional OrganizationsTreasurer and Board Member, Marketing & Sales Executives of DetroitBoard Member & Sponsor, Financial Executives International, Detroit ChapterMember, Michigan Association of CPA’sSustaining Member, Detroit Economic ClubMember, Institute of Internal AuditorsMember, Edgewood Country ClubExecutive Member, InforumMember, Society of Clubs of Detroit (Skyline and Renaissance Clubs)

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Heidi Cieslik, CPA, MBAAssurance Principal


Areas of ExpertiseFinancial ServicesSEC Reporting

Current PositionHeidi is an Assurance Principal with Rehmann and serves our Metro-Detroit practice.

ExperienceHeidi has over 14 years of experience with an international accounting firm working in the areas of SEC reporting, Sarbanes-Oxley Section 404, corporate management, accounting and auditing. Over her career, Heidi has served a diversified group of financial services clients including Fortune 500 bank holding companies, nationally recognized mortgage companies, broker dealers and non-registered investment companies. Her areas of expertise include mortgage banking, commercial lending and asset/liability management. She regularly consults with clients on complex technical accounting topics and SEC “hot buttons” including allowance for loan losses and indemnification reserves, derivatives and related hedge accounting and investment valuation. Heidi also has extensive regulatory, internal control and internal audit and credit review teaming experiences within the financial services industry.

Heidi serves as a speaker for seminars on SEC reporting and technical f inancial services accounting and auditing matters and has led related training courses for an international accounting firm.

EducationHeidi holds a Bachelor of Arts in Accounting from Michigan State University and a Master of Business Administration from Wayne State University.

Professional OrganizationsMichigan Association of Certified Public Accountants - Financial Institutions Task ForceAmerican Institute of Certified Public AccountantsInstitute of Internal AuditorAccounting Aid Society - Board of DirectorsDetroit Economic Club

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Steven D. Kelly, CPAChairman & CEO


Areas of ExpertiseMergers & Acquisitions – Service FirmsPractice Management – Service Firms

Current PositionSteve is the Chairman and Chief Executive Officer of Rehmann and its subsidiaries. He has served in this capacity since July 1, 1985.

ExperienceSteve joined the firm in 1974, serving as a member of the Audit and Tax teams. He soon became a physician based health care specialist. He continued in this specialized area when he served as the firm’s Human Resource Partner and later as a member of its Management Group.

Steve currently devotes his time exclusively to leading the firm to better serve its customers and associates.

EducationSteve is a graduate of the University of Michigan with a Bachelor of Business Administration.

Professional OrganizationsAmerican Institute of Certified Public Accountants, Major Firms Advisory GroupMichigan Association of Certified Public Accountants

Personal Mission StatementSteve believes that Rehmann’s success depends on the success of others: our customers and associates. Our full efforts are devoted to helping others succeed.

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William J. Kowalski, J.D.Vice PresidentKerby, Bailey and Associates


Areas of ExpertiseCounter-TerrorismCounterintelligence

Criminal/Fraud Investigations

Current PositionBill is Vice President with Kerby, Bailey & Associates (KB&A), a subsidiary of Rehmann and is located in the Troy office.

ExperienceBill has over 25 years experience as a Special Agent with the Federal Bureau of Investigation (FBI) where he received numerous awards and letters of commendation. He was recently the Assistant Special Agent in Charge of the FBI in Detroit with oversight responsibility for counter-terrorism operations throughout Michigan. He joined the FBI in 1983 and served in Detroit, Memphis, New York City, Washington, D.C., and Flint before returning to Detroit in 1994.

At FBI headquarters in Washington, D.C., Bill was in charge of a variety of counterintelligence and espionage investigations throughout the U.S., and was one of the first FBI agents to officially travel to Eastern Europe after the fall of the Berlin Wall.

He was also Joint Operations Commander for the 2004 Ryder Cup, Major League Baseball’s 2005 All Star game, and the National Football League’s 2006 Super Bowl.

EducationBill has a Juris Doctorate degree from the University of Detroit Mercy School of Law and a Bachelor of Science degree from the University of Detroit.

Professional OrganizationsSociety of Former Special Agents of the FBIAdvisory Board Member, Lebanese-American Chamber of CommerceTrustee, Orchard Lake St. Mary's


Steven B. Maltzman, CPAManaging Principal – Farmington Hills


Areas of ExpertiseTax PlanningConsultingManufacturing/Distribution

Closely-held Businesses Franchise Services

Current PositionSteve is Managing Principal of Rehmann’s Farmington Hills office.

ExperienceSteve has worked in public accounting since 1972 with experience in tax, assurance and business consulting. His specialization in the manufacturing/distribution arena for closely-held businesses gave him the incentive to expand his skills and develop areas of specialization in tax, business management and business planning.

EducationSteven is a graduate of Wayne State University with a bachelor of science where he majored in accounting.

Professional OrganizationsAmerican Institute of Certified Public AccountantsMichigan Association of Certified Public Accountants

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Carol E. Wright, CPATax Principal


Areas of ExpertiseTax and Business PlanningBusiness Transition Consulting

Current PositionCarol is a Tax Principal with Rehmann and is located in the Troy and Farmington Hills offices.

ExperienceCarol has more than 30 years of industry experience in both public and private accounting, serving a wide range of middle-market businesses. Her areas of expertise include professional services, real estate, manufacturing and distribution, as well as non-profit organizations. She also specializes in tax issues of Partnerships and has served on the national consulting group for a national accounting firm.

Carol provides business and personal tax services as well consulting for businesses in transition, working with them to raise equity or bank financing and respond to business growth or contractions. She also has experience working with private equity groups.

Previous to joining Rehmann, Carol was a tax partner with a national public accounting firm. After 27 years with the firm, she became CFO of a client, helping them through the process of sale to a private equity firm. Follwing the transition to the new owners she joined Rehmann. She concentrates on middle-market businesses, working with them on tax issues, business transactions and operational issues.

EducationCarol earned a Bachelor’s degree in Accounting and Business from Oakland University.

Professional OrganizationsAmerican Institute of Certified Public AccountantsMichigan Association of Certified Public AccountantsPast Chair, Troy Chamber of Commerce

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ACKNOWLEDGEMENTSConnecting software investments directly to business value.

(888) 3-PILLARpillartechnology.comTwitter: @[email protected]

networking

knowledge

advocacy

leadership

Connecting Financial Executives.

Financial Executive International is the preeminentassociation for CFOs and other senior nancial executives.

Our members share best practices, serve as advocates for our profession,

and provide networking opportunities.

FEI’s Detroit Chapter has over 250 members froma variety of public and private industries.

For membership or sponsorship information, contact

Sharon Kimble at 734.277.7519 or [email protected] visit www. nancialexecutives.org

VENUE FLOOR PLANSGRAND HALL SUITE 1

FORD CONFERENCE & EVENT CENTER

KEYNOTES AND PANEL DISCUSSION

1151 VILLAGE RD., DEARBORN, MI 48124(313) 621-2900WWW.CEC.FORD.COM

ROUNDTABLESROOM 203

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EVENT AGENDA (continued)

Sniffing out savings?

AMI Strategies is the Midwest’s leader inTechnology Expense Management. Our

enterprise solution provides controls to manageand reduce expenses for telecommunications,

leasing and energy. Call us today.

(248) 957-4200 www.amistrategies.com

ABOUT THE SPEAKERSKevin DunivinPanelistChief Financial OfficerReal Estate One

Kevin is the CFO of Real Estate One, Inc; the largest real estate brokerage company in Michigan, including the Max Broock and Johnstone & Johnstone brands as well as affiliated companies: John Adams Mortgage Company, Capital Title, Insurance One and Relocation America. Real Estate One

has company owned branch offices in Southeast Michigan and Traverse City as well as franchise operations throughout the state.

Kevin began his career as an auditor with Touche Ross (now DeloitteTouche) where he earned his C.P. A. credentials in 1985. He has worked as controller in manufacturing and distribution industries and was CFO for over 10 years with privately held, Arrow Uniform. He joined Real Esate One as CFO in 2007.

Kevin believes in absolute integrity with numbers, but as a CFO and business partner, he knows that you have to go beyond the numbers to add value. He’s done that throughout his career by bringing together people, processes and technology to solve problems and serve customers.

Kevin has a Bachelor in Business Administration from the University of Michigan-Dearborn, where he completed two public accounting internships.

Kevin is the former President of Financial Executives International, a 240 member Detroit Chapter and was a two-time Boston Marathon runner with a 2:48 qualifying time.

Barry A. Franklin, FCAS, MAAA, CERA PresenterDirector, Corporate Risk ConsultingTowers Watson

Barry Franklin is a Director in the Corporate Risk Consulting Practice of Towers Watson, based in Chicago. In this capacity, Mr. Franklin advises companies in a variety of industries regarding risk issues and solutions, ranging from analyzing specific risk financing decisions to providing strategic advice

regarding Enterprise Risk Management (ERM) processes. He has extensive ERM experience and has worked with a number of organizations to implement various aspects of their ERM programs. An actuary by training, Mr. Franklin’s focus is on helping companies utilize risk-based metrics in guiding business decisions.

Mr. Franklin came to Towers Watson from Aon in Chicago, where he served as Group Managing Director for Aon Global Risk Consulting and was responsible for all corporate actuarial and risk consulting activities in the Americas region. Previously, Mr. Franklin was a Partner and Consulting Actuary with Ernst & Young LLP in Atlanta. He worked in the insurance industry for ten years prior to joining Ernst & Young.

Mr. Franklin holds a Bachelor’s Degree in Probability and Statistics, with a minor in Economics from Northern Illinois University. He is a Fellow of the Casualty Actuarial Society, a member of the American Academy of Actuaries and a Chartered Enterprise Risk Analyst.

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ABOUT THE SPEAKERS (continued)

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Dennis R. Herrick Panelist Chief Financial Officer William Beaumont Hospitals

Dennis R. Herrick has been the Senior Vice President and Chief Financial Officer for William Beaumont Hospitals since January 1, 1997, joined Beaumont in 1975. Mr. Herrick received his BA from Albion College in 1969 and is a Certified Public Accountant in the State of Michigan.

Since joining the hospital, Mr. Herrick has held several positions including Reimbursement Analyst, Director of Reimbursement and Internal Audit and Controller for the Royal Oak Hospital. Prior to assuming his present position, Mr. Herrick held the position of Corporate Controller.

Mr. Herrick also serves as the Assistant Secretary for The Beaumont Foundation and on the Board of Beaumont Services Corporation. He currently is a Director for the Amerisure Mutual Insurance Company and also serves on its Audit Committee and Chairs the Investment Committee.

Joe Galusha Facilitator Managing Director Marsh

Current Responsibilities Joe Galusha is the Global Risk Management business leader for the Central Midwest. In this role, he specializes in the development and implementation of holistic risk management programs with a strong focus on workers compensation cost containment and liability management.

ExperienceJoe joined Marsh in 1995. He was previously the manager of safety and health services for GNA Corporate Health Professionals where he provided ergonomic programs, general safety audits, workers’ compensation cost control systems, and compliance support for the Americans with Disabilities Act. Joe also worked as the corporate ergonomist of Mazda (USA) and as corporate director of safety and health at Fruit of the Loom Corporation.

Education•BS in occupational safety, health, and fire science, Madonna University•AS in occupational health, Western Kentucky University

Affiliations•Board Certified Industrial Ergonomist•Certified Healthcare Safety Professional•Authored several articles on injury prevention through ergonomics and a frequent speaker at state and national conferences•Michigan Safety Conference—executive vice president, member, officer, and board member; January 2010, Joe was awarded the “Distinguished Service to Safety Award” for his contributions

Ed RuggeroKeynote SpeakerAuthor and Speaker

Ed Ruggero has been studying, practicing and teaching leadership for more than twenty-five years, helping organizations develop the kinds of leaders people want to follow. His client list includes the FBI, the New York City Police Department, CEO Conference Europe, the CIA, the Young Presidents Organization, Forbes, the SAS Institute, Hugo Boss USA, CitiFinancial, Bovis

Lend Lease, and Time, among others. He has appeared on CNN, The History Channel, the Discovery Channel, CNBC and Fox and has spoken to audiences around the world on leadership, leader development and ethics.

Ed is the author of eleven books, including Duty First: West Point and the Making of American Leaders, a study of leader development at the US Military Academy, and Combat Jump: The Young Men Who Led the Assault Into Fortress Europe, July 1943, which became a one-hour docu-drama on The History Channel. Ed is also the co-author of The Leader’s Compass, a fictional story of how one leader developed a personal leadership philosophy. His most recent book is The First Men In: US Paratroopers and the Fight to Save D-Day.

Following graduation from West Point, Ed was commissioned in the United States Army and served as an infantry officer in a variety of leadership positions around the world, including an assignment teaching at West Point. Following his service, Ed pursued a career as an author, public speaker, and trainer. In 2007, Ed delivered a series of talks to business leaders in major cities throughout China. He also leads a Gettysburg and a Normandy Leadership Experience, where participants walk the ground of these great struggles to learn battle-tested leadership lessons that will help them meet their own challenges.

Samir Singh Moderator Senior Consultant New Economy Initiative for Southeast Michigan State of Michigan

Sam Singh, an alumnus of Michigan State University, has been an active supporter as an alumnus working on a number of university committees and speaking regularly on campus on topics such as local government, nonprofit management and leadership.

Singh has extensive management experience having served as the President and CEO of the Michigan Nonprofit Association, an 1100 member-based association that was actively involved in public policy, capacity building and leadership development for the nonprofit sector. He has also held professional positions with the Points of Light Foundation and the Volunteer Centers of Michigan.

Sam is currently serving as the Senior Consultant for the New Economy Initiative for Southeast Michigan (NEI). NEI is a $100 million philanthropic initiative aimed to help transition the Southeast Michigan region to a knowledge based economy. The New Economy Initiative works with other partners in the region and in the state to sponsor and support activities that prepare, attract and retain talented workers; encourage innovation and entrepreneurship; and change the regions culture to embrace learning, work and innovation.

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ABOUT THE SPEAKERS (continued)

Laurie Van PeltPanelistChief Financial OfficerOakland County

Laurie Van Pelt is the Director of Management and Budget for Oakland County, a position appointed by the County Executive. As such, she serves as the Chief Fiscal Officer of the County and directs the functions of accounting, budgeting, payroll, purchasing, equalization, and

reimbursement.

She is a Certified Public Finance Officer, conferred by the Government Finance Officers Association of the United States and Canada (GFOA). Her bachelor’s degree is in Accounting from Oakland University and her master’s degree is in Corporate Finance from Walsh College. She is the recipient of the 2010 Crain’s CFO of the Year Award in the Government Sector category.

Through her affiliations with various national and state associations, Mrs. Van Pelt works with her peers on common challenging financial issues facing government today. She has presented as a subject matter expert at national conferences and has written articles published in professional magazines. She served two years on the Board of the Michigan Government Finance Officers Association (MGFOA) as the GFOA state representative. Currently, she serves as a member of the MGFOA Legislative Committee.

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Steve Weber Keynote Speaker Executive Partner Gartner Executive Programs

Steve Weber is a vice president and executive partner with Gartner Executive Programs, where he covers the western region of the United States. He provides executive advice, counsel and customized support to CIOs in a variety of industries, focusing on strategic business-technology alignment and using technology for true competitive advantage.

Prior to joining Gartner, Weber was an executive technology and IT leadership development consultant. Before that, he was the senior vice president and CIO for One America Financial Partners, an Indianapolis insurance company, and Aid Association for Lutherans (now Thrivent), a financial services organization based in Appleton, Wis. In both roles, he pioneered the concept of “best solution,” or providing technology solutions before the business organization asks for them, as a way to improve responsiveness and fit to business needs. His diverse background includes working in bottom-line accountability for product development, enterprise marketing and communications departments, the human resources function (home office and sales organization) and corporate strategic planning.

An actuary by profession, Weber also has extensive experience in risk management and financial operations. He was a pioneer in the use of sales force automation to improve insurance agents’ productivity, outsourcing, project management offices, vendor management offices, and led a leadership development process for technology and business directors and department heads. He has also served as a mentor to more than 50 IT and business leaders.

Weber has spoken on technology and leadership in many venues, including Gartner Symposium, the Association for Corporate Growth, the LIMRA Marketing Forum, the Society of Actuaries annual meeting, EZ Data’s Client Partner Conference, the Project Management Institute, DCI Project Management Conference, the University of Wisconsin Executive Education Institute, the Society of Information Management CIO Roundtable (Denver and Indianapolis), the Association of Lutheran Development Executives and numerous financial services sales conferences.

In addition to his professional work, Weber has also served on the boards of directors of the ThedaCare integrated healthcare system, Harbor House domestic abuse shelter and First Tee Fox Valley Foundation.

Weber holds a bachelor’s degree in business administration from the University of Wisconsin. He is also a fellow in the Society of Actuaries and a Chartered Life Underwriter.

Management Conference, the University of Wisconsin Executive Education Institute, the Society of Information Management CIO Roundtable (Denver and Indianapolis), the Association of Lutheran Development Executives and numerous financial services sales conferences.

In addition to his professional work, Weber has also served on the boards of directors of the ThedaCare integrated healthcare system, Harbor House domestic abuse shelter and First Tee Fox Valley Foundation.

Weber holds a bachelor’s degree in business administration from the University of Wisconsin. He is also a fellow in the Society of Actuaries and a Chartered Life Underwriter.

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ABOUT THE EXECUTIVE BOARD

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Phil BahrManaging PrincipalRehmann

Bio on page 8 under "Meet the Rehmann Team."

Charles P. Barnes Chief Financial Officer/General Council AMI Strategies

Charles has been an entrepreneur and business owner for more than 23 years. While attending night school at Walsh College, he started a hydraulic and pneumatic supply business with a partner serving in the role of VP-Sales. He obtained his degree in Finance from Walsh in 1984 and his law degree in 1989. After selling his interest in that first company in 1990, he worked for a Bloomfield Hills law firm, in addition to forming a small custom clothing company. It was at this juncture that his eduation and experience allowed him to counsel entrepreneurs on new business start-ups and franchises.

Charles left the daily practice of law and served as a business broker/advisor for Colliers International. At Colliers, he was instrumental in obtaining funding and capital as a broker to facilitate the sale of manufacturing and middle-market sellers. In 1999, Charlie, along with three other partners, bought the assets of Paramount Boring & Machine and converted those operations into a production facility Tier IVII supplier. During his tenure he served in the roles as CFO and General Counsel. In 2008, Charles sold his interest in Paramount.

Charles is currently advising entrepreneurs on the finance and legal issues facing business owners, in addition to his advisory executive role at AMI Strategies – a technology expense management company. Also, Charles serves on the Board of four small companies, and has been actively involved with business owners in the restaurant, manufacturer’s rep, manufacturing, distribution and technology business sectors.

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Tom ButlerDirector of Business Development Marketing and FinanceGreenPath

Tom Butler, CPA, Director of Business Development, Marketing and Finance, is responsible for all business to business development, marketing /advertising, housing counseling administration, outcomes research, and all f inancial affairs of the company.

When Tom joined GreenPath in 2005, he brought with him extensive experience in finance planning, financial turnaround, marketing and business development in organizations ranging from Fortune 100 to small private and large not-for-profit organizations. He provides strategic direction through analysis and solutions to a broad range of financial and business issues.

Tom’s previous experience includes positions as Senior Consultant with the consulting firm, Jefferson Wells; the Director of Information Services, Finance & Administration for Blue Cross and Blue Shield of Michigan; and the Director of Strategic Pricing for the PCS Subsidiary of Eli Lilly and Company; V.P. of Finance for Brightpoint Inc. and CFO of Segno Communications among others. Tom received his Bachelor’s degree from Central Michigan University, Summa Cum Laude and his Master’s degree in International Finance from the University of Michigan in Ann Arbor.

James M. ConnellyChief Financial Officer and Senior Vice PresidentHenry Ford Health Systems

James is Senior Vice President, Chief Financial Officer and Treasurer for Henry Ford Health System. In this capacity, Mr. Connelly is responsible for managing the fiscal affairs of the System, including capital planning and other related matters that ensure the integrity of the System’s fiscal strength. He also is responsible for managing investments, real estate and insurance,

and has extensive experience with establishing operational guidelines for insurance companies, communicating with domestic regulatory agencies and developing business strategies.

Mr. Connelly came to Henry Ford Health System from TriHealth, Inc., in Cincinnati, where he served as Senior Vice President and Chief Financial Officer. TriHealth is a joint operating organization sponsored by Bethesda, Inc. and Catholic Health Initiatives that provides a complete range of health care services. Previously, Mr. Connelly was Senior Vice President and Chief Financial Officer of Bethesda, Inc. While in Cincinnati, he was also Senior Vice President and Chief Operating Officer of Bethesda North Hospital. He worked 15 years for Arthur Andersen in Detroit, the last three years as an audit partner.

Mr. Connelly holds a Bachelor’s Degree in Accounting from Central Michigan University and a Masters in Business Administration from the University of Detroit. He is a Certified Public Accountant and a member of the Healthcare Financial Management Association.

ABOUT THE EXECUTIVE BOARD (continued)

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Dan Deighton Managing Director Marsh

Daniel Deighton is the Managing Director at Marsh. He is the Detroit office head and Midwest Zone and Central Region leader overseeing the operations of the Detroit, Grand Rapids, Indianapolis, Kansas City, and St. Louis offices.

Dan joined Marsh in 1982. He has served as the Upper Midwest Zone Client Executive Practice leaders responsible for the overall delivery and quality of services to Marsh clients domiciled in the states of Michigan, Ohio, Pennsylvania and Kentucky. His client activity with Fortune 500 companies includes design, development and implementation of global property and liability programs, self-insurance programs, integrated risk programs and mass tort liability caps.

Mr. Deighton is affiliated with Chartered Property and Casualty Underwriter (CPCU) and sits on the Board of Directors for the Boys and Girls Clubs of Southeastern Michigan. He received his BA from Michigan State University.

Jason A. Lambiris Chief Executive Officer Apex Digital Solutions, Inc.

Jason A. Lambiris is Chief Executive Officer of Apex Digital Solutions, a leading provider of Managed, Traditional and Green IT Services based outside of Detroit, Michigan. Lambiris founded Apex in 1998 with a vision of building a company that is committed to excellence, personal and professional growth, and shared success through innovation, integrity, respect and teamwork.

Mr. Lambiris is responsible for the management of Apex’s overall strategy and technology direction. In addition, he actively plays a role as a trusted advisor and virtual CIO/CTO for many of his clients and focuses on achieving the proper balance of people, process and technology with their business goals. He believes strongly that through proper education technology can drive innovation within an organization and should not simply be viewed as a commodity.

Jason joined the Macomb-Oakland University INCubator as a Corporate Partner and Advisory Board Member in early 2009 and is passionate about helping out a community that has given so much to him. In September of 2009 he was selected as Corp! Magazine’s Entrepreneurs of Distinction and also served as a panelist on challenges facing entrepreneurs during tough economic times. In 2008 he led Apex to earn Corp Magazine’s Best of Michigan Businesses award for Technology Companies. He is a former Board Member of Marketing and Sales Executives of Detroit from which he was a Finalist for their Platinum Award for Sales and Marketing Success in 2005. As a member of the Distinguished Clown Corp, Jason leads an independent effort each year to raise funds to send underprivileged children from the Detroit area to America’s Thanksgiving Day Parade each year.

He attended Macomb Community College where he earned an A.A.S. in Construction Technologies. He then attended Oakland University to pursue a B.A. in both Computer Science Engineering and Management Information Systems.

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David J. LochnerSenior Vice PresidentDirector of Commercial BankingMichigan and Northwest OhioCharter OneMember, Royal Bank of Scotland Group

Currently in his 25th year of banking, David leads Charter One’s Commercial Banking Group, serving Michigan and Northwest Ohio-based commercial and industrial clients in the Middle Market Segment, and is responsible for a professional staff of 20. He is a member of the Bank’s Michigan Executive Leadership Group, and reports directly to its State President, Sandra Pierce. Previously, he was a Senior Vice President and Commercial Banking Division Head for LaSalle Bank Midwest—a post that he held for over nine years. His banking career began at National Bank of Detroit, where he held various positions in Corporate Banking, Middle Market Banking, and Commercial Credit Administration.

Prior to beginning his commercial banking career, he was Director of Bands at Northwest Junior High School, Jackson, Michigan. There, he led several award winning ensembles in both Symphonic and Jazz music genres.

He holds a Master of Business Administration in Finance from Washington University in St. Louis, and a Bachelor of Instrumental Music Education from Eastern Michigan University.

Born and raised in the Greater Detroit area, David currently resides in Troy, where he and his wife have raised three children. David serves on the Board of Trustees of the Music Hall Center for the Performing Arts, the Board of Directors of the Michigan Roundtable For Diversity and Inclusion, and is on the Advisory Board of the Detroit Regional Economic Partnership. He is also a member of the Association for Corporate Growth.

Steve MaltzmanManaging Principal, Farmington Hills OfficeRehmann

Bio on page 13 under "Meet the Rehmann Team."

ABOUT THE EXECUTIVE BOARD (continued)

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Bob MetzgerProgram DirectorMichigan’s Next Great Companies Movement (MNGC)

Bob Metzger is Program Director for the Michigan’s Next Great Companies Movement (MNGC).

Established by the Office of the Governor and spearheaded by First Gentleman Daniel G. Mulhern, MNGC is an economic development initiative focused on both attracting and enhancing companies with great workplace cultures. It is the mission of MNGC to make the business case for being a great place to work by showing the connection between corporate culture and bottom line results.

As program director, Metzger is responsible for implementing the strategic vision of Michigan becoming the leading state in developing great places to do great work and building workplaces focusing on attracting, developing and retaining top talent, while creating bottom-line results through employee engagement.

Metzger was named program director for MNGC in January 2008. Prior to MNGC he held leadership positions in corporate learning and marketing communications at Accident Fund Insurance Company of America and Michigan State University’s Broad School of Business. Metzger has a bachelor’s degree from Central Michigan University and a master’s degree from Michigan State University. He is a graduate of the Michigan State Chamber’s Leadership Michigan program, the Disney Institute’s Service Leadership program, and other programs focusing on leadership and employee engagement. Metzger is a member of the Society for Human Resource Management and the American Society for Training and Development.

ABOUT THE DELEGATESFrank AlexCFODanotek Motion Technologies Frank Alex is the Chief Financial Officer and Board Treasurer, responsible for all of Danotek’s financial functions. He also leads the Legal, Information Technologies and Business Planning and Process improvement efforts at Danotek. Danotek is an alternative energy company that has raised over $20M in Venture Capital funding.

Prior to joining Danotek, Frank was CFO for Norgren Automation Systems (NAS). NAS is a global manufacturing and engineering company which designs and manufactures in plant automotive equipment with manufacturing facilities and offices in Clinton Township, MI, Saline, MI and Frankfort, Germany. Mr. Alex was previously the CFO and Board Secretary at Ricardo, Inc, a professional engineering and manufacturing consulting firm based in Van Buren Township, MI that designs, analyzes, tests and manufactures engines, transmissions, chassis and electrical components for the automotive, military, government, alternative energy and other commercial industries. Prior to his time at Ricardo, Mr. Alex also served as Controller of OIS Optical Imaging Systems, America’s first manufacturer of Liquid Crystal Displays (LCD’s) for commercial use and spent 5 years in various roles at Coopers & Lybrand an international accounting firm. Mr. Alex holds a Bachelor in Accounting degree from Wayne State University and is a certified public accountant. He served as volunteer chairman of the Van Buren Township Local Development Financing Authority (LDFA).

Paul BlackVP & CFOABC Warehouse

Paul has served as chief financial officer of the ABC Warehouse companies since 2008. Previously he was CFO of Big Boy Restaurants and treasurer of an equipment supplier to automobile manufacturers. He is also a certified public accountant having spent over a dozen years at a Big Four public accounting firm. Other professional activities have included serving as an adjunct professor of accounting and finance at Davenport University, treasurer of the Novi Chamber of Commerce and Farmington Hills Adult Hockey Association, youth hockey coach, and member of various non-profit committees. Paul and his wife Kathi reside in Novi and have raised three Spartans.

Joanne Candela CFOBachelors of Science in Accounting, Wayne State University, Masters of Finance, Walsh College

CFO of the Girl Scouts of Southeastern Michigan, October 2009 - presentJoanne Candela Financial Consulting Services - 1995 - 2009 - independent contractor to several not for-profits, including Care House in Macomb County and Lighthouse of Oakland County, and several distribution and service organizations Deloitte & Touche - 1983 - 1995 - Senior Manager in the Middle Market Department specializing in the real estate, manufacturing, benefit plans and NFP areas.Founding president of the Zonta Club of Macomb that raised funds for Macomb County charities for over 16 years.

Member of the Marketing Committee of St. Luke Lutheran School, Clinton Township.

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ABOUT THE DELEGATESProfessor Gunter DufeyProfessor of CSIB & FinanceThe University of Michigan

"GD" as he is known by friends and colleagues, is Professor Emeritus of Corporate Strategy, International Business and Finance of The University of Michigan Ross School in Ann Arbor, MI and currently serves as Chairman of the IMA Asia CFO Forum, Singapore. Parallel to his academic career, he worked for extended periods with a number of multinational companies and government agencies as an advisor. He continues to serve on the Boards of Guinness/Atkinson, USA and seven subsidiaries of Ally Bank/GMAC Detroit, USA and Toronto, Canada. He participates in managing the portfolios of several foundations. From 09/01 to 02/03 he was employed with McKinsey and Co. in Singapore, supporting the firm’s Corp. Governance practice in Asia. GD is a member of FEI Detroit and the Singapore Institute of Directors and serves currently on the advisory board of Corporate Governance and Financial Reporting Centre, NUS Business School.

Prof Dufey divides his time between homes in Ann Arbor and Singapore and can be always be reached at [email protected] Michael A. KaszubskiCFOIn-House Diagnostics

Michael is a visionary business leader with a record of accomplishment of success in healthcare consulting, operations and financial management. He is experienced in contractual mediation, expert testimony, internal control system implementation, executive operations, turnaround management, strategic planning, business liquidations and organizational development. He has significant change management experience through venture start-ups, transition and transformation team leadership and has successfully enhanced inefficient and unproductive environments into best-of-class organizations. Additional industry knowledge encompasses financial services, retail, consumer products, professional services, software development, food and durable goods distribution, facilities management and construction. Internationally published and frequent speaker on organizational development, leadership, change management, outsourcing, behavior modification techniques, and financial control initiatives.

Professional experienceMichael’s career profile includes positions with: In-House Diagnostics - CFOReGroup Advisors, Inc. — PartnerReSourcing Services Co. — Vice President Beaumont Services Co. — V.P. / ControllerWilliam Beaumont Hospital — Assistant Director Financial Operations

Consulting experienceHuron Consulting GroupReSourcing Services Co. - (PriceWaterhouseCoopers / Jacobs Engineering Joint Venture)

Education and certificationMaster of Taxation – Walsh College, MichiganBachelor of Science in Business Administration – concentration in Finance / Accounting – Walsh College, MichiganAmerican Arbitration Association – Commercial Panel

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ABOUT THE DELEGATESDaniel E. WebbSenior Vice PresidentFinance & Administration / CFO Meijer, Inc.

Dan is currently Senior Vice President – Finance & Administration/CFO of Meijer, Inc. In this role, Dan is responsible for all of the financial operations at Meijer, including accounting and reporting, financial planning, treasury services, cash management, internal audit, payroll, corporate taxes and risk management. In addition to Finance, the company’s Information Technology Services (ITS) areas also report to Dan.

Prior to Meijer, Dan was the Director of Financial Operations for Herman Miller, Inc., a $2 billion office furniture manufacturer headquartered in Zeeland, MI. Dan also spent over 8 years with the Grand Rapids, MI office of Arthur Andersen LLP, managing the services for numerous clients in a variety of industries.

Mark MuehlenbeckChief Financial OfficerLowry Computer Products, Inc.

Direct (810) 534-1610Cell (810) [email protected]

With over two decades in financial management and business leadership, Mark is responsible for the overall management of Lowry's financial activities. Mark has significant professional experience in logistics, f inance, supply chain management, strategic analysis and planning, financial management, business integration and systems implementation with global and Fortune 100 companies. Mark holds a Masters of Business Administration from Michigan State University; a Bachelor of Science in Business from Central Michigan University; and is a Certified Public Accountant.

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ABOUT THE DELEGATESShawn Peralta Chief Financial Officer tng Worldwide, Inc. 1-248-347-7700 ext 2927 or 1-248-212-9211(cell)Graduated from Wayne State University in 1984 as the David Henry recipient for Outstanding male student.

Joined Arthur Andersen from 1984 til 1990, servicing clients in the manufacturing, energy, distribution and education industries as an experienced senior auditor.

Joined Oakland University from 1990 til 1993 as Chief Accountant/Financial Systems Administrator. Responsible for the successful implementation of a university wide Financial system.

Joined Covansys from 1993 til 2003 as Vice President and Corporate Controller. Along with the CFO, responsible for an initial public offering, multiple secondary stock offerings, multiple acquisitions nationally and internationally, and implementation of SAP and Hyperion enterprise wide. Covansys grew from $33 million to $450 million during my tenure.

Joined Penske Corporation and its subsidiary Davco Technology in 2004, as a Chief Financial Officer.

Joined Central Conveyor Company from 2005 til 2007 as Chief Financial Officer.

Joined tng worldwide inc, formerly the Nailco Group in 2008 til current. Responsible for implementing SAP in less than 8 months, enterprise wide. Also led massive restructuring of the internal operation s of the company during 2008/2009 recession.

Personal info. Engaged to Kristi. Three children, Christopher, Lauren, and Wade.

Howard RabotnickPresidentTendras Business Advisors

Howard Rabotnick is President of Tendras Business Advisors, based in Birmingham, Michigan. Tendras Business Advisors provides companies with a comprehensive Financial Management Framework that encompasses Financial Software Implementation of Dynamics GP, Business Process Management, and Part Time CFO Services.

Howard is a certified provider of The ActionCFO Process - a unique process for providing part-time CFO services to business owners with revenue between $2M and $20M. Howard's Passion is helping great people and their companies to raise the bar and to achieve measurable results through strategic planning and execution in the areas of financial management and information technology. Howard has helped companies in a variety of industries including Construction, Real Estate Management, Wholesale Distribution, Manufacturing, and Professional Services.

Prior to starting Tendras Business Advisors, Howard served as Chief Financial Officer for a large commercial construction company, and was Chief Information Officer for Webasto.

In 1988, Howard founded ProAcct Solutions, where he was responsible for over 200 midmarket ERP implementations. ProAcct Solutions was Michigan's leading provider of Microsoft Dynamics GP when it was acquired in 2000 by a Microsoft’s largest global partner.

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ABOUT THE DELEGATESHarry W. ZikeAdvisor to the Board of DirectorsDetroit Chapter of Financial Executives International

Mr. Zike currently serves on the Board of Directors and Audit and Compensation Committee of Babcock Power Inc. and is an advisor to the Board of Directors of the Detroit Chapter of Financial Executives International.

He previously served on the Boards of Directors of Ovonyx, Inc., a joint venture between Intel and Energy Conversion Devices (ECD) and on White Oak Semiconductor, a joint venture between Motorola and Siemens as well as on the Boards of several of Siemens and ECD's operating companies.

His career spans more than 30 years of global finance experience including two years as a public company CFO with an alternative energy company; eighteen years with Siemens as Divisional and Regional CFO in their Energy and Automotive Electronics Divisions and thirteen years with Price Waterhouse in their audit, advisory and M&A practices.

Mr. Zike graduated cum laude from the University of Scranton with a BS degree in Accounting. He is a Certified Public Accountant, a Certified Management Accountant, a Certified Information Technology Professional and a Certified Six Sigma Green Belt.

Mr. Zike is f luent in English and German and conversational in Spanish.

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The Midwest CFO Forum has just launched an executive mentoring program - Elevate! This program pairs today’s top financial leaders with the Midwest’s best up-and-coming CFOs. The mentors and mentees meet one hour per month for a year, supplemented by quarterly best practices meetings (for mentors) and biannual workshops (for mentees). NOTE: Mentees for the program are senior level executives (not students or interns).

If you would like to be a part of this unique, rewarding program – either as a mentor or a mentee -- please make a note on your evaluation form or leave your card with the registration desk and we will contact you.

You can also contact Kelli Baird at 248.275.1337 x 115 or via email at [email protected] for more information.

Coaching the Next Generation of CFOs

executive mentoring program

570 Kirts Blvd. • Suite 214 • Troy, MI 48084 • www.midwestCFOforum.com

CREATING A CFO COMMUNITY

Frank AlexCFO, Danotek Motion Technologies8680 N HaggertyCanton, MI 48189P: 734.426.5976F: 734.416.8021

Greg BakerCFO, Logicalis, Inc.34505 W Twelve Mile Rd, ste 210Farmington Hills, MI 48331P: 248.957.5639

Anne BeckCFO, College for Creative Studies201 E. Kirby, Detroit, MI 48202P: 313.664.7473

Paul BlackVP & CFO, ABC WarehouseOne W. Silverdome Industrial ParkP.O. Box 43600Pontiac, MI 436001P: 248.335.4222 x 204

TL BusheyCFO, Gemini Group175 Thompson Rd, PO Box 100Bad Axe, MI 48413P: 989.269.6272

Joanne CandelaCFO, Girl Scouts of Southeastern Michigan500 Fisher BuildingDetroit, MI 48202P: 586.464.2416

Lou Ann CounihamCFO, Tyde Group Worldwide5700 Crooks Rd, Suite 207Troy, MI 48098P: 248.879.7656 x 512F: 248.879.7801

Terry CrossFounderWindward Associates3624 Winding Brook CircleRochester Hills, MI 48309-4733P: 248.293.2700

Edward K. DallweinCFO, CareTech Solutions901 Wilshire Dr., Suite 100Troy, MI 48084P: 248.823.0700F: 248.823.0120

Dan WebbSVP Finance/ CFO, Meijer2929 Walker AveGrand Rapids, MI 49544P: 616.791.3900

Gunter DufeyProfessor of Fiance, University of Michigan814 Earhart Rd.Ann Arbor, MIP: 734.665.3396F: 650.249.3483

Deborah HabelVP Finance, Trasurer, MCWTPO Box 214585Auburn Hills, MI 48321P: 238.613.3559

Craig HaleCFO, Stewart Management Group20844 Harper AveHarper Woods, MI 48225P: 313.432.6200

Sara HennigSr Director of Fianance, Kelly Services999 W Big BeaverTroy, MI 48084P: 248.244.4825F: 248.244.4963

Mary HerbertController, Gallagher Kaiser13710 Mt ElliottDetroit, MI 48312P: 313.368.3100

Ron JaegerCFO, Experi-Metal6385 Wall St. Sterling Heights, MI 48312586.977.7800

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CREATING A CFO COMMUNITYMichael KaszubskiCFO, In-House Diagnostics24301 Telegraph Rd.Southfield, MI 48033P: 248.353.1155 x 115

Brooks KelleyDirector of Accounting, SOS Community Services101 S HuronYpsilanti, MI 48192P: 734.485.8730F: 734.485.8739

Anis KhanCFO, Ciena HealthCare Management, Inc.4000 Twon Center, Suite 700Southfield, MI 48075P: 248.386.0300 x 229

Donna KopinskiVP & CFO, Mount Clemens Regional Medical Center1000 Harington Blvd.Mount Clemens, MI 48307P: 586.493.8090F: 586.493.8700

David M. LeoCFO, OMCAR, LTDP.O. Box 70225Rochester Hills, MI 48307P: 248.798.5874

Nancie Long VP & Fiance and Admin., Unibar4325 Concourse Dr.Ann ARbor, MI 48108P: 734.769.2600F: 734.786.1810

John LychosResource Technologies Corporation431 Stephenson HighwayTroy, MI 48083P: 248.583.0184

Stan MasakowskiCFO, CAD Engineering Resources38269 Mound Rd, Ste 600Sterling Heights, MI 48310P: 248.894.1100

Mark MuehlenbeckCFO, Lowry Computer Products, Inc.9420 Maltby RoadBrighton, MI 48116P: 810.534.1610

David A. Pedersen CFO, Corrosion Fluid Products Corp.24450 Indoplex CircleFarmington, MI 48332P: 248.888.4142F: 248.478.0108

Shawn PeraltaCFO, TNG World Wide23200 HaggertyFarmington Hills, MI 48335P: 248.347.7700 x 2527F: 248.347.7796

Howard D. RabotrickPresident/CFO, Tendras Business Advisor135 N. Old WoodwardBirmingham, MI 48009P:248.994.1700F: 248.565.4444

Cheryal ReitzloffCFO, Vesco Oil Corporation16055 W 12 Mile RdSouthfield, MI 48037P: 248.557.1600

Mark Riuma CFO, The Epitec Group, Inc.24700 Northwestern HWY, Ste 350Southfield, MI 48075P: 248.353.6800F: 800.647.1898

Anne Theresa SchenkSr. Director Finance and OperationsHigh Scoope Educational Research Foundation600 N River St, Ypsilant, MI 48198P: 734.485.2000 x 229F: 734.485.0704

Robert Scherba SVP Finance and People DevelopmentWilliam InternationalPO Box 200Walled Lake, MI 48390P: 248.960.2415F: 248.669.0048

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CREATING A CFO COMMUNITYWillow SchlachterCFO, EEI Global, Inc.1400 S LivernoisRochester Hills, MI 48307P: 248.608.7225F: 248.608.7298

Jacquir SegalAmerican Laser Centers24555 Hallwood Ct.Farmington Hills, MI 48335P: 248.426.8250

Heather Shawa-DeCookDemmer1660 N Larch StLansing, MI 48906P: 517.321.3600

Aaron TateCFO, ASG Renaissance27655 Middlebelt Rd. Ste 140Farmington Hills, MI 48334P: 248.477.5020 x 101

Robert F. WiderCFO Precision Coatings, Inc.8120 Coldie St. Walled Lake, MI 48390P: 248.363.8361F: 248.363.8413

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OUR PARTNERS

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REHMANNwww.rehmann.com5750 New King Dr. Ste 200Troy, MI 48098248.952.5000

Rehmann has grown to become one of the largest CPA, business consulting and financial services firms in the Midwest with more than 600 associates in 13 offices, including 220 associates in Southeast Michigan. Its subsidiaries of Rehmann Robson, Rehmann Consulting, Rehmann Financial, and Kerby, Bailey and Associates form a synergistic collection of business services. Rehmann is a member of Nexia International with resources in over 100 countries worldwide.

Premier Sponsor

CHARTER ONEwww.charteronce.com27777 Franklin Road, MH1980Southfield, MI 48034248.226.7728

Charter One is a subsidiary of Citizens Financial Group, Inc., a $167 billion commercial bank holding company, making it one of the ten largest commercial banking companies in the United States when ranked by assets. We’ll deliver a full range of solutions tailored to meet your financial goals through personalized service and access to a global network of resources. Visit us at www.charterone.com/commercial or call 800-482-0662.

Exclusive BankSponsor

Exclusive LunchSponsor

TOWERS WATSONwww.towerswatson.comDetroit (Southfield)One Northwestern Plaza, Suite 50028411 Northwestern HighwaySouthfield, MI 48034, United States248.936.7700

Towers Watson Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefits, talent management, rewards, and risk and capital management.

Towers Watson is forged from the decades of experience, innovation and clients-first philosophy that have been hallmarks of both firms. And although our roots go back 130 years, our vision is f ixed firmly on the future. Yours and ours.

OUR PARTNERS

AMI STRATEGIESwww.amistrategies.com34705 West 12 Mile RoadFarmington Hills, MI 48331248.957.4200

AMI Strategies is one of the largest Technology Expense Management, TEM companies in the world whose mission is to save hard dollars by managing expenses and technology in areas such as telecommunications, energy, and leases. In this emerging industry, few companies offer such a robust and flexible International Managed Services Application.

Among the awards AMI has received over the years, the most notable have been the Inc 500 fastest growing private company, Deloitte Technology Fast 500, and Crain’s Detroit Business honorable mention for “Best Places to Work.” For more information about AMI’s services and capabilities.

Partner 41

CRAIN’S DETROIT BUSINESSwww.crainsdetroit.com1155 Gratiot Ave.Detroit, MI 48207888.909.9111

Detroit is a resilient community overcoming adversity in emerging sectors like life sciences, medical research, renewable energy, advanced manufacturing and films. Transformation is the watchword as one-time auto-reliant companies and people re-tool to meet new opportunities in the busy free-trade border city. Entrepreneurs are bringing innovation and unexpected growth, and the creative community is growing. Whatever the news of the day, award-winning Crain’s Detroit Business covers it all!

Exclusive Media Partner

Partner

DATASPACE INCORPORATEDwww.dataspace.com300 North Fifth Avenue, Suite 100Ann Arbor, MI 48102734.761.5962

Dataspace helps clients implement business intelligence — from basic query and reporting systems to management dashboards, data warehouses, and advanced analytics — we turn data assets into strategic assets; helping clients identify trends, react earlier, and yes, even predict the future.

OUR PARTNERS

Partner

HOHAUSER & ASSOCIATESwww.hohauser.com5600 New King DriveTroy, MI 48098 - 2603248.641.1400 - Phone

Since 1986, the executive search firm of HARVEY HOHAUSER & ASSOCIATES has had a major impact on the success of its customers – private, public, domestic and international businesses – partnering with them to find talented leaders to fill critical roles for their executive teams.

Specialists in the identification, assessment and selection of proven leadership, our respected professionals take the necessary time to understand your corporation’s culture and recruit the appropriate leader to fit your exact needs.Recognized as one of the most prominent search firms in the country, we take pride in our ability to know our clients, gain trust with candidates, and follow a detailed process that results in success.

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FINANCIAL EXECUTIVES INTERNATIONAL DETROIT [email protected] Administrator4251 Crescent View DriveTecumseh, MI 49286734.277.7519

The Detroit Chapter has over 240 members, representing a broad spectrum of companies and industries in Southeast Michigan. From large public companies to smaller privately held companies, the FEI Detroit Chapter provides a great opportunity to network and share experiences with local f inancial leaders, colleagues and peers.

Meetings are generally held on the last Monday of the month from September to November and then again from January to April. We take pride in providing top quality speakers from noted business and political f igures, to leading edge thinkers on both finance and non-finance related topics. If you are new to the chapter, please know that we make every effort to welcome new members and make the feel comfortable with introductions, name tags and a reserved New Member table.

Partner

OUR PARTNERS

Partner

MARSH www.marsh.com6 PPG Place, Suite 300Pittsburgh, PA 15222W: (412) 552 - 5300C: (412) 445 - 0860

Marsh has been a prominent member of the Detroit community for over 90 years. Our local staff is among the 23,000 Marsh employees that provide risk advice and insurance transaction capabilities to clients in over 100 countries. Marsh is a unit of Marsh & McLennan Companies (MMC), a global professional services firm. MMC also is the parent company of Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial services; Oliver Wyman, the management consultancy; and Kroll, the risk consulting firm. Visit marsh online at www.marsh.com.

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OGLETREE DEAKINSwww.ogletreedeakins.comBloomfield Hills (Metro Detroit)Governor's Place33 Bloomfield Hills Parkway, Suite 120Bloomfield Hills, MI 48304-2945248.593.6400

Ogletree Deakins Ogletree Deakins’ Labor and Employment Practice provides counsel to management in every area of labor and employment law. From traditional labor relations to employment litigation, we help our clients anticipate, prevent and resolve issues that arise in today’s business environment. To learn more, visit www.ogletreedeakins.com.

Partner

Partner

PILLAR TECHNOLOGYwww.pillartechnology.com5180 Washakie TrailBrighton, MI 48116888.374.5527

Pillar Technology is a 10 year old, Michigan-based high-end boutique consulting firm and leading software development company. With an innovative agile approach (branded as “Speed to Value”) Pillar boasts a team of 70+ consultants with hundreds of years in combined experience. From a former NASA employee to an Apache helicopter pilot, Pillar Technology experts come from all types of industries and backgrounds, bringing an unrivaled breadth of experience to the table to solve clients’ business problems.

Copyright 2010 Midwest CFO Forum570 Kirts Blvd. • Suite 214 • Troy, MI 48084

www.midwestCFOforum.com

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