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Discussion Leaders
Executive Education is a collaboration of seasoned professionals who are knowledgeable, approachable, and have more years of teaching seminars and real-world experience than any of us is willing to admit. Our discussion leaders all have master's degrees and other professional designations such as CPA, CMA, CPIM or PE.
We are small enough that very often our discussion leader will be the author of the seminar, yet we are big enough that we have a discussion leader for each of our core classes within easy travel distance in every region of North America.
Scott A. Arnold, MBA, CPA, CMA
Over his twenty-five year career, Scott has worked in both public accounting and in private industry as a Chief Financial Officer for companies ranging in size from $30 to $150 million in sales. Operating at the CFO level provides a wide range of experience including working with financial analysis, financial statement preparation, managing accounting staff, forecasting, and strategic planning. Scott has been an adjunct faculty member with The Ohio State University and Capital University.
Robert A. Angell III, MS, CPA
Robert A. Angell is Managing Director of AMS, a provider of interim and part-time CFOs, controllers, and accountants. An experienced CFO and COO with a public accounting background before joining AMS, Rob held senior executive positions at several high growth public and privately owned companies. He started his career at Ernst & Young, leaving there as a Senior Manager. A graduate of Brown University, Rob earned his MS in accounting from NYU’s Stern School of Business.
Jeanne M. Ballew, MA
Jeanne M. Ballew is founder and president of Ideas in Action, a training and development company dedicated to honing employee communication skills. She also owns and operates Edit Prose, a company providing freelance editing and book coaching services to both fiction and nonfiction writers. She has trained over 17,000 people in areas such as business writing, assertive communication, presentation skills, listening skills, meeting facilitation and diversity.
David T. Daly, Sr., MBA, JD
David Daly, Sr. is a Plymouth, Michigan based attorney who specializes in international joint ventures and licensing agreements. His experience includes 10 years as an in-house lawyer for Chrysler/DaimlerChrysler and eight years as Commercial Director at Durr Systems, Inc. David has drafted and negotiated major deals in Europe, Asia, and North and South America. He has authored several articles providing tips for lawyers on how to draft plain-English contracts.
Dan Chenoweth, MBA
Dan Chenoweth helps clients take their strategy to the bottom line through rigorous project management and change management techniques, and by engaging and motivating their people. With over 25 years of experience, he has held executive level positions in general management and finance in a number of industries including telecommunications, printing and publishing, heavy equipment manufacturing, and apparel manufacturing. Dan lives in Loveland, Colorado.
John L. Daly, MBA, CPA, CMA, CPIM
John L. Daly is a Chelsea, Michigan based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995. Earlier in his career, John was Chief Financial Officer for a Tier 1 automotive parts supplier. He also has been CFO for a large restaurant chain and COO for a window treatments manufacturer and retailing chain. He is the author of Pricing for Profitability published by Wiley & Sons.
Jay
Giannantonio, MBA, CPA, CIA
Jay Giannantonio is a management consultant specializing in internal audit, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at Verizon/Bell Atlantic and KPMG Consulting in a professional career that began in 1980. His teaching experience includes time as an adjunct faculty member in the MBA program at Widener University. Jay lives in the Philadelphia area.
James R. Lambert, BS, MAS, CPA
James R. Lambert is a Financial Services partner with Tatum LLC with more than 25 years of financial and business leadership experience in mergers & acquisitions, strategic thinking, corporate finance, management operations, turnarounds, treasury management, strategic alliances and competitive analysis. He has been a board member and a sitting CFO, COO and CEO for several private and emerging growth companies. He is a former tax partner at one of the Big Four accounting firms.
John F. Levy, MBA, CPA
John Levy is the CEO of Board Advisory Services, a consulting firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. Mr. Levy has 30 years of progressive financial, accounting and business experience, including having served as chief financial officer of both public and private firms. Mr. Levy is a graduate of the Wharton School of the University of Pennsylvania.
Frederick T. Lezak, MBA
Frederick Lezak is a California-based management consultant specializing in strategic planning, budgeting, and business performance optimization. His career includes experience as the business manager of Time-Warner’s direct marketing division and responsibilities as senior financial manager at McKesson Corporation’s food manufacturing division. Mr. Lezak was also a founder of the public company Telegen Corporation. He is active in many community activities in the San Francisco Bay area.
William F. O'Brien, MBA, CPA
William F. O'Brien is a financial management consultant and educator with over 30 years of experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging high technology companies. Bill has extensive experience in corporate planning, control, financial analysis, cash management and managerial accounting in both domestic and international settings. He is on the faculties of Santa Clara University and San Jose State University.
James R. Petersen, MBA, CPA, PE, CPIM
James R. Petersen is a versatile finance professional with international experience in business strategy, acquisitions, divestitures, joint ventures and alliances. Mr. Petersen spent fifteen years in mergers and acquisitions/business development and strategy with Whirlpool, Rockwell International and Ernst & Young. “Captain Jim” holds a license for commercial boats up to 50 tons and recently has split his time between Washington, DC and the Caribbean. Jim’s travels may take him to abroad for much of 2009.
Mary Ellen Skinkle, MBA, CPA, CTP
Mary Ellen Skinkle is a finance professional, consultant and educator with over 25 years of corporate financial experience. She has worked in the telecommunications, computer and real estate financing industries. Mary Ellen’s work experience encompasses a variety of financial disciplines including, most notably, treasury, accounting, budgeting, financial systems, valuation, risk management, benchmarking, best practice implementation and change management. She lives in Baltimore, MD.
Rick Van Es, MBA, CPA
Rick Van Es is a Granger, Indiana based management consultant and loyal University of Notre Dame alumni. Rick has been President of an automotive electronics manufacturer, earlier serving as CFO of that organization. In a previous CFO role, he negotiated a management buyout, securing $40 million in investor financing. He has managed accounting, finance, human resources, MIS, purchasing, production planning and customer service. In an earlier life, Rick was a professional jazz musician, playing the trumpet.
Diane D. White, MBA, CPA, CMA
Diane White is a management and financial consultant with 35 years of control and business leadership expertise in both for-profit and non-profit financial sector entities. She held senior finance and control positions in mortgage and commercial banking with Freddie Mac and Wachovia Corporation and served as CFO for trade association, student lending, educational services, and technology non-profits. Diane is also an avid boater, published poet and photojournalist.
