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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.
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.
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.
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.
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.
Richard A. Karwic, MBA
Richard A. Karwic, MBA, is a management consultant with over 35 years of relevant financial and managerial experience. In addition to ten years of broad-based management consulting, he has over 15 years of experience as Chief Financial Officer for several diverse businesses in a wide variety of industries. He has worked in over 80 businesses, including several divisions of well-known Fortune 1000 companies. Richard lives in Wethersfield, CT.
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 F. Levy, MBA, CPA, 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. He has served as CFO of both public and private companies. Mr. Levy currently serves on the Board of Directors of four public companies, including as Chairman of one company and lead director of another. He 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.
Don Minges, MBA
Don Minges is a fractional CFO who worked in diverse industries at various stages of development. He has experience in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity for several growing firms and has also invested equity capital into promising businesses. He has served on the Board of Directors of many firms. Mr. Minges graduated with highest honors from the Fuqua School of Business at Duke.
William F. O'Brien, MBA, CPA
William F. O'Brien is a financial management consultant and educator with over 40 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. He will be unavailable to lead seminars in the United States for awhile as he is currently on a 13 month assignment at the U.S. Embassy in Kabul working for the Special Inspector General for Afghan Reconstruction (SIGAR).
Donna Sylver, MBA, CPA
Donna Sylver has held three CFO roles and various other financial leadership positions during her 25+ year career. Her broad range of industry experience consists of manufacturing, banking, consulting, healthcare, software, hazardous waste, and communications. Named one of the 25 Most Powerful Women in Banking by U.S. Banker in 2005, Sylver currently serves on the board of trustees of North Carolina Wesleyan College and is the managing partner of Sylver CPA, PLLC.
Diane D. White, MBA, CPA, CMA
Diane White is a finance and accounting executive 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 with Freddie Mac and Wachovia Corporation and served as CFO for financial service trade association, student lending, educational services, and IT non-profits. Diane is currently CFO of Workforce Resource, a technology service provider, and lives in Beaufort, SC where she is an enthusiastic boater, published poet and photojournalist.
