Job Title: President & CEO
Company: EZ CFO 2GO
Industry: Social Services/Nonprofit
Mentor Since: 2020
25 years of senior for-profit accounting and finance Leadership + 14 years of nonprofit finance and accounting leadership; providing contract and/or fractional CFO services to nonprofit and for-profit organizations in the area of budgeting, forecasting and month-end financial reporting and dashboard development. 14 years in higher education Adjunct Professor work coaching and mentoring working adults in the areas of accounting and finance. RFP development, audit preparation and coordination services as well as business and investment banking relationship services; risk management and capital budgeting services on demand. Board and nonfinance manager financial training and educational services.
Together, we create life-changing wishes for children with critical illnesses. Over the past 40 years, Make-A-Wish has granted nearly 500,000 wishes. The Alaska and Washington office will celebrate 35 years of granting wishes and to date have granted over 75,000 wishes around the world.
The Boeing Company, 1985 - 1992
Sea-Land Services, 1992-1997
Iomega Corporation, 1997-2001
Dreyer's Grand Ice Cream, 2002-2005
Fox Sports (Root Sports) Northwest, 2005-2007
World Vision, 2007- 2009
Seattle University, 2010 - 2016
Tacoma Community College, 2016-2018
Make-A-Wish Alaska and Washington, 2018 to 2020
EZCFO2GO, Dec 2017 to present
BA - University of Puget Sound, Major in Finance, Minor in Economics
MBA - Seattle University, Major in Finance, Minor in Economics
Post-MBA Certificate, Seattle University, Major in Accounting
Mentoring Objectives & Scope
As an adjunct professor, I have a passion for helping students learn and I mentor all of them inside the classroom already, so I would hope that if they aren't already in my class, that I would be able to help them outside the classroom as well. I have been helping college students and interns for over 10 years within my current and previous roles, mentoring them and training them within my departments.
When and where do you hold meetings with your students?
Online would be the easiest in the evenings after 5:00 PM
I have been an adjunct for over 13 years and working with students is something that I have always been very passionate about. I have three grown adult children that I have helped coach through college as well and know what they are going through as they navigate their classes and life at the same time.