fbpx
855-236-0600

All Hands 2021 Award Winners

2021 Award Winners

Congratulations to these Associates for their recent award at the FocusCFO All Hands meeting.

Client for Life Award

Gold Level

Don Cain

CFO, Central Ohio

Tom Flynn

Area President, Central Ohio

Dan Bloom

CFO, Central Ohio

Client for Life Award

Silver Level

Pat Lang

CFO, Central Ohio

Jeff Lacy

Area President, Central Ohio

Jim McKinney

CFO, Central Ohio

Client for Life Award

Bronze Level

Ric Butler

CFO, Central Ohio

Don Cain

CFO, Central Ohio

Darren Cherry

Area President, Central Ohio

Jim Collins

Area President, Southwest Ohio

Scott Davis

CFO, Southwest Ohio

Mike Derringer

Area President, Central Ohio

Jon Doerer

CFO, Michigan

Jeff Farrington

Area President, Michigan

Tom Flynn

Area President, Central Ohio

Peter Geise

CFO, Central Ohio

Greg Gens

Area President, Northern Ohio

Jim Gilbride

Area President, Northern Ohio

Jeff Lacy

Area President, Central Ohio

Pat Lang

CFO, Central Ohio

Jim McKinney

CFO, Central Ohio

Bob Palmerton

CFO, Michigan

Todd Peter

CFO, Northern Ohio

Kyle Rhodebeck

CFO, Central Ohio

Jeff Semple

Area President, Northern Ohio

Skip Vermilya

CFO, Northern Ohio

Mark Vernallis

Area President, Pennsylvania

Todd Whetstone

CFO, Northern Ohio

Lynette Zody

CFO, Central Ohio

CFO Hall of Fame

Gold Level

CURRENT MEMBERS

David Bourke

Director, CFO Services

Bruce Collen

CFO, Central Ohio

Pat Lang

CFO, Central Ohio

Lynnette Zody

CFO, Central Ohio

CFO Hall of Fame

Silver Level

NEW MEMBERS

Sherif Matar

CFO, Central Ohio

CURRENT MEMBERS

Dan Bloom

CFO, Central Ohio

Don Cain

CFO, Central Ohio

Jim McKinney

CFO, Central Ohio

Jim Zins

CFO, Central Ohio

Joe Dougherty

CFO, Central Ohio

CFO Hall of Fame

Bronze Level

NEW MEMBERS

Ed Chong

CFO, Central Ohio

Bob Palmerton

CFO, Michigan

CURRENT MEMBERS

Wendy Brugmann

CFO, Northern Ohio

Will Cooper

CFO, Central Ohio

Dean Cole

CFO, Central Ohio

Kathleen Ferry

CFO, Northern Ohio

David Gouttiere

CFO, Northern Ohio

David Green

CFO, Central Ohio

Todd Peter

CFO, Northern Ohio

Jim Rowlands

CFO, Northern Ohio

Bob Stecki

CFO, Central Ohio

Skip Vermilya

CFO, Northern Ohio

Scott Lee

CFO, Central Ohio

Walter Himmelman

CFO, Northern Ohio

Scott Davis

CFO, Southwest Ohio

Richard Murch

CFO, Central Ohio

Ric Butler

CFO, Central Ohio

Area President Awards

Rookie of the Year

Michael Stier

Area President, Carolinas

Area President Awards

Rising Star

Lesli Matukaitis

Area President, Michigan 

Mitch Willis

Area President, Pennsylvania

Area President Hall of Fame

Gold Level

NEW MEMBERS

Forest Bookman

Area President, Northern Ohio

CURRENT MEMBERS

Mike Derringer

Area President,
Central Ohio

Tom Flynn

Area President,
Central Ohio

Jeff Lacy

Area President,
Central Ohio

Jeff Semple

Area President,
Northern Ohio

Jim Gilbride

Area President, Central Ohio

Area President Hall of Fame

Silver Level

NEW MEMBERS

Jim Collins

Area President, Southwest Ohio

Bob McAdams

Area President, Central Ohio

CURRENT MEMBERS

Darren Cherry

Area President,
Central Ohio

Fred Dannhauser

Area President,
Northern Ohio

Peter Geise

Area President,
Northern Ohio

Bob Miller

Area President,
Central Ohio

Area President Hall of Fame

Bronze Level

NEW MEMBERS

Mark Vernallis

Area President, Pennsylvania

David Tramontana

Area President, Pennsylvania

CURRENT MEMBERS

Jeff Farrington

Area President,
Michigan

Bob Miller

Area President,
Central Ohio

Greg Gens

Area President,
Northern Ohio

2020 Continuous Learning Award

Exit Planning Institute – CEPA

NEW MEMBERS

Kim Cooper

CFO, Carolinas

Mark Clower

Area President, Southwest Ohio

Michael Stier

Area President, Carolinas

Randy Feger

CFO, Pennsylvania

Mike Derringer

Area President, Central Ohio

Greg Gens

Area President, Northern Ohio

David Green

CFO, Central Ohio

Lesli Matukaitis

Area President, Michigan

Jeff Farrington

Area President, Michigan

Tom Bartos

Area President, Pennsylvania

Forest Bookman

Area President, Northern Ohio

Bob Palmerton

CFO, Michigan

Mark Rust

CFO, Pennsylvania

Peter Geise

Area President, Northern Ohio

Rex Bevis

CFO, Southwest Ohio

Lynette Zody

CFO, Central Ohio

VETERANS

David Bourke

Director,
CFO Services

Darren Cherry

Area President,
Central Ohio

Mark Clower

Area President,
Southwest Ohio

Kathleen Ferry

Area President,
Northern Ohio

Tom Flynn

Area President,
Central Ohio

Jim Gilbride

Area President,
Northern Ohio

Brad Martyn

Visionary and Founder
FocusCFO

Jeff Semple

Area President,
Northern Ohio

FocusCFO Logo 2021

855-236-0600

All Hands 2020 Award Winners

2020 Award Winners

Congratulations to these Associates for their recent award at the FocusCFO All Hands meeting.

Client for Life Award

Gold Level

David Bourke

Leadership and Support Team
Director, CFO Services

Tom Flynn

Central and Eastern Ohio
Area President

Client for Life Award

Silver Level

Don Cain

Central and Eastern Ohio
CFO

Pat Lang

Central and Eastern Ohio
CFO

Tom Flynn

Central and Eastern Ohio
Area President

Jim Zins

Central and Eastern Ohio
CFO

Jeff Lacy

Central and Eastern Ohio
CFO

Lynnette Zody

Central and Eastern Ohio
CFO

Client for Life Award

Bronze Level

Dan Bloom

Central and Eastern Ohio
CFO

Forest Bookman

Northern Ohio
Area President

Darren Cherry

Central and Eastern Ohio
Area President

Mike Derringer

Central and Eastern Ohio
Area President

Kathleen Ferry

Northern Ohio
CFO

Tom Flynn

Central and Eastern Ohio
Area President

David Green

Central and Eastern Ohio
CFO

Jeff Lacy

Central and Eastern Ohio
Area President

Pat Lang

Central and Eastern Ohio
CFO

Jim McKinney

Central and Eastern Ohio
CFO

Lyle Rhodebeck

Central and Eastern Ohio
CFO

Jim Rowlands

Northern Ohio
CFO

Jeff Semple

Northern Ohio
Area President

Bob Stecki

Central and Eastern Ohio
CFO

Jim Zins

Central and Eastern Ohio
CFO

CFO Hall of Fame

Gold Level

CURRENT MEMBERS

Lynnette Zody

Central and Eastern Ohio
CFO

Bruce Collen

Central and Eastern Ohio
CFO

NEW MEMBERS

Pat Lang

Central and Eastern Ohio
CFO

David Bourke

Leadership and Support Team
Director, CFO Services

CFO Hall of Fame

Silver Level

CURRENT MEMBERS

Jim Zins

Central and Eastern Ohio
CFO

Dan Bloom

Central and Eastern Ohio
CFO

NEW MEMBERS

Jim McKinney

Central and Eastern Ohio
CFO

Don Cain

Central and Eastern Ohio
CFO

CFO Hall of Fame

Bronze Level

CURRENT MEMBERS

Wendy Brugmann

Northern Ohio
CFO

Joe Dougherty

Central and Eastern Ohio
CFO

Skip Vermilya

Northern Ohio
CFO

Sherif Matar

Central and Eastern Ohio
CFO

Jim Rowlands

Northern Ohio
CFO

Kathleen Ferry

Northern Ohio
CFO

NEW MEMBERS

David Gouttiere

Northern Ohio
CFO

Will Cooper

Central and Eastern Ohio
CFO

Dean Cole

Central and Eastern Ohio
CFO

Todd Peter

Northern Ohio
CFO

David Green

Central and Eastern Ohio
CFO

Bob Stecki

Central and Eastern Ohio
CFO

Area President Awards

Rookie of the Year

David Tramontana

Southwest Ohio
Area President

Area President Awards

Rising Star

Darren Cherry

Central and Eastern Ohio
Area President

Bob Miller

Central and Eastern Ohio
Area President

Area President Hall of Fame

Gold Level

CURRENT MEMBERS

Tom Flynn

Central and Eastern Ohio
Area President

Mike Derringer

Central and Eastern Ohio
Area President

Jeff Lacy

Central and Eastern Ohio
CFO

NEW MEMBERS

Jeff Semple

Northern Ohio
Area President

Area President Hall of Fame

Silver Level

CURRENT MEMBERS

Jim Gilbride

Northern Ohio
Area President

NEW MEMBERS

Forest Bookman

Northern Ohio
Area President


Fred Dannhauser

Northern Ohio
CFO


Peter Geise

Northern Ohio
CFO

Area President Hall of Fame

Bronze Level

CURRENT MEMBERS

NEW MEMBERS

Bob Miller

Central and Eastern Ohio
Area President

Darren Cherry

Central and Eastern Ohio
Area President

Jim Collins

Southwest Ohio
Area President

Greg Gens

Northern Ohio
Area President

2020 Continuous Learning Award Exit Planning Institute – CEPA

VETERANS

Kathleen Ferry

Northern Ohio
Area President

Tom Flynn

Central and Eastern Ohio
Area President

Darren Cherry

Central and Eastern Ohio
Area President

NEW MEMBERS

David Bourke

Leadership and Support Team
Director, CFO Services

Jim Gilbride

Northern Ohio
Area President

Jeff Semple

Northern Ohio
Area President

Brad Martyn

Leadership and Support Team
Visionary and Founder

Mark Clower

Southwest Ohio
Area President

FocusCFO Logo 2021

855-236-0600

TriMor Testimonial

TriMor Testimonial

We’re so happy to have FocusCFO as part of our team. From our initial conversations with Forest through onboarding, and now the strategic support and guidance, their model has created a bonding internal and external connection. It’s a perfect blend of experience and expertise at a pace that makes the investment extremely valuable. If you’re a growing enterprise and need that extra nudge of leadership, consider this organization as a fabulous option.

855-236-0600

The Benefits of Having Your Fractional Executive On-site

The Benefits of Having Your Fractional Executive On-site

by Forest Bookman

By far, the resounding challenge employers face today is finding and retaining good people. The best organizations are a direct reflection of the people they employ. The right mix of talent and employee satisfaction separates the good from the great and in many ways becomes the key ingredient to success.

In today’s Gig Economy and virtual society, having a flexible schedule often carries a lot of weight in the decision criteria for employees and employers. Whether interviewing new candidates or discussions with seasoned contributors, business owners are having to consider workforce flexibility resulting in less control and visibility. The millennial generation is receiving a high level of unsolicited scrutiny under this new approach, however the concept may hold a component of unexplored brilliance. The abundance of ideas obtained through today’s networking community, that would otherwise not been accomplished from behind the desk, can bring great value to business vision and advancement. Expanding your resource pool can sharpen best business practices directly related to your industry and those closely affiliated. The competing argument that a flexible schedule can provide greater efficiencies in a twenty-four hour work day is demanding attention.

The Flexible Workforce

So exactly what does the business owner wrestle with when facing this topic? For one, it can have a detrimental effect on productivity when considering the set of processes, procedures and values required to be a harmonious organization. But moreover, business owners tend to be more concerned about culture erosion and having to determine equality when it comes to how flexible is fair. So what happens when you blend flexible and required?…sensibly balanced, but controlled to establish the soft skills that make teams extraordinarily successful. Respectfully, the employer must be able to calculate the return on investment of an employee that has chosen a flexible schedule. The concept of having to deliver some percentage of work on-site would capture the need to quantify the flexible calendar. The required percentage of on-site performance would vary given certain responsibilities, but allowing the employer to build metrics into the equation would enable some measurement of attained value. Additionally, a percentage of on-site stipulations would allow the flexible employee to establish a sense of camaraderie and corporate principles engendering positive behavior, loyalty, and corporate identity. Sometimes you’ve just gotta be there to create unity and share the success!

The Business Owner Hat

As a small business owner, my attention was consistently drawn to revenue generating activities. Daily and weekly interactions often found a conversation wrapped in client relations or processes that differentiated our product and service. Distribution of responsibilities based on transactional, tactical and strategic initiatives required daily, weekly and quarterly monitoring. Management discussions focused on individual abilities to become industry experts and the skills required to measure performance and relative feedback. Leadership meetings were chock full of creative ideas intended to drive monthly, quarterly and annual victories that hopefully became routine with a lasting impact. When necessary, business matter experts were assigned to supplemental projects typically utilized under an interim basis. Monthly peer groups continuously instigated the concept of working “on the business” more often than “in the business” leaving me curious and inspired for more. Obligations to the corporate advisory council were designed to keep overall performance in check to the satisfaction of our clients and stakeholders.

Outsourced In-House

Today, many virtual solution providers are successful at keeping the outsourced price down for their service, but have difficulty providing added value to the related in-house tasks associated with the relationship. Business owners need to keep a healthy pulse on their enterprise, so having a general knowledge of the daily metrics can reduce risk and increase awareness of potential issues. In order to achieve this level of confidence, there must be ways to measure progress and results, often referred to as a “dashboard”. Having the capacity to address situations with hands on delivery, demonstrates the organization’s ability to adapt and respond to changing conditions. While fractional services are rapidly becoming a high value solution, incorporating on-site delivery holistically addresses the benefits of having a qualified professional without costly overhead and attrition. The fractional work solution is relatively void of corporate noise that can “water down” the effectiveness of high functioning executives. Consequently, the fractional leader can establish a meaningful relationship with the company while focusing on long term goals and objectives. Those “on the business” initiatives become part of the “in the business” conversations under this type of engagement. Fractional activities that are brought on-site provide tremendous results that build into continuous improvements of growth and value. Having an experienced professional on-site that owns the delivery process ensures the list of strategic ideas turn into effective business tools that support the operation. On-site delivery empowers the leadership team to measure projected results “in person” as facilitated by the corporate vision. Bringing your virtual relationship on location to develop a winning solution at a fractional cost is just sound business practice.

855-236-0600