financial executives international STRATEGIC PARTNERS DIRECTORY

Transcription

1 2009 financial executives international STRATEGIC PARTNERS DIRECTORY

2 Table of Contents Platinum Sponsors Page No. BDO Seidman 4 Bryan Cave 5 CresaPartners 6 Deloitte 7 Ernst & Young 8 Grant Thornton 9 Houlihan Lokey 10 Marsh 11 Mercer 12 Robert Half Management Resources 13 Woodruff-Sawyer & Co. 14 Gold Sponsors Resources Global 15 SingerLewak 16 Union Bank of California

3 Joe Johnson (714) Todd Brumley (714) Bristol Street 4th Floor Costa Mesa, CA BDO Seidman provides assurance, tax, financial advisory and consulting services to a wide range of publicly traded and privately held companies. We offer a sophisticated array of services and the global capabilities of the world s fifth largest accounting and consulting network, combined with the personal attention of experienced professionals. Dedicated to quality service for close to 100 years...people who know, know BDO. Bryan Cave LLP is a leader in transactional and litigation representation with more than 1,100 lawyers and other professionals practicing from our 26 offices around the world. Bryan Cave s practice is built on over 135 years of solid performance and dedication to our many clients a wide variety of businesses, financial institutions, not-forprofit organizations, government entities and individual clients. Client Service Groups: Antitrust / U.S. Trade Appellate Banking, Business and Public Finance, Bankruptcy, Restructuring and Creditors Rights, Class and Derivative Actions, Commercial Litigation, Corporate Finance and Securities, Employee Benefits and Executive Compensation, Environmental, Financial Institutions, Intellectual Property, International Trade, Labor and Employment, Life Sciences and Health Care, Private Client, Product Liability, Public Policy and Government Affairs, Real Estate Tax Advice and Controversy Technology, Entrepreneurial and Commercial Practice Transactions White Collar Defense and Investigations/Securities Litigation and Enforcement. Brett J. Souza (949) bjsouza@bryancave.com 3161 Michelson Drive Suite 1500 Irvine, CA

4 Jeff Manley (949) CresaPartners LLC is an international corporate real estate firm that exclusively represents tenants/space users and specializes in the delivery of fully integrated real estate services. The company was originally formed in 1993 when leading regional tenantrepresentation firms averaging 20-year histories in their respective markets joined forces to strengthen their capabilities and provide greater service scope for present and future clients. As CresaPartners continued to grow through merger with best-in-class regional offices and expansion of service offerings, it quickly became one of the fastest-growing corporate real estate advisory firms in the country and is now the largest tenant-only firm in the world. Deloitte is the brand under which tens of thousands of dedicated professionals in independent firms throughout the world collaborate to provide audit, consulting, financial advisory, risk management, and tax services to selected clients. These firms are members of Deloitte Touche Tohmatsu (DTT), a Swiss Verein. Each of the member firms operates under the names Deloitte, Deloitte & Touche, Deloitte Touche Tohmatsu, or other related names. Each DTT member firm is structured differently in accordance with national laws, regulations, customary practice, and other factors, and may secure the provision of professional services in their territories through subsidiaries, affiliates and/or other entities. Peter Rodriquez (714) prodriguez@deloitte.com Marissa Land (213) marland@deloitte.com 695 Town Center Drive Suite 1200 Costa Mesa, CA Ken Ward (949) kward@cresapartners.com 610 Newport Center Drive Suite 500 Newport Beach, CA

5 Scott Nelson (949) Ernst & Young is a global leader in assurance, tax, transaction, advisory services and strategic growth markets. We aim to have a positive impact on businesses and markets, as well as on society as a whole. Our 135,000 people are the foundation of our success. We assemble the right multidisciplinary team for your business, drawing on our global talent pool, to help you achieve your potential. We work closely with you, gaining a clear understanding of your organization and striving to identify issues before they become problems. We make sure you get fast access to the people you need, wherever in the world you need them. And with our global focus on 14 Global Industry Sectors you benefit from a market-leading global response to your specific needs. The people in the independent firms of Grant Thornton International Ltd provide personalized attention and the highest quality service to public and private clients in more than 100 countries. Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the six global audit, tax and advisory organizations. We re thinking about what matters to you. From tax laws to industry trends to the broader economy the topics that you care about, we care about. Our collection of thought leadership is called Grant Thornton Thinking. This section includes whitepapers, newsletters, our comments to regulatory bodies, webcasts, and more to help you run your business more effectively. Scott Farber (949) scott.farber@gt.com Von Karman Suite 900 Irvine, CA Chuck Swanson (949) chuck.swanson@ey.com Von Karman Suite 1000 Irvine, CA

6 Dean Colvin, II (213) Century Park West Los Angeles, CA Houlihan Lokey, an international investment bank, provides a wide range of advisory services in the areas of mergers and acquisitions, financing, financial restructuring, and valuation. The firm was ranked the No. 1 M&A advisor for U.S. transactions under $2 billion in 2008 and the No. 1 U.S. fairness opinion advisor over the past 10 years by Thomson Reuters. In addition, the firm advised in 11 of the 15 largest corporate bankruptcies and on over 500 restructuring transactions valued in excess of $1.25 trillion in the past 10 years. The firm has over 800 employees in 14 offices in the United States, Europe and Asia. Each year we serve more than 1,000 clients ranging from closely held companies to Global 500 corporations. As the world s leading insurance broker and risk advisor, Marsh is devoted to finding the opportunity in risk. Companies look to us to help them navigate the daunting global risk landscape, seeing risks others don t and unlocking opportunities others can t. Opportunity never comes without risk. Our role, and our commitment to clients, is to help transform risk from a liability into an advantage, enabling you to seize opportunity and achieve things you otherwise could not. We call it finding the upside of risk. Steve Flynn (949) stephen.j.flynn@marsh.com 4695 Mac Arthur Court Suite 700 Newport Beach, CA

7 Human Resource Consulting Joseph Chatelle (949) MacArthur Court Suite 700 Newport Beach, CA Mercer is the global leader for trusted HR and related financial advice, products and services. In our work with clients, we make a positive impact on the world every day. We do this by enhancing the financial and retirement security, health, productivity and employment relationships of the global workforce. Mercer has more than 18,000 employees serving clients in over 180 cities and 40 countries and territories worldwide. As a wholly owned subsidiary of Marsh & McLennan Companies, Inc., we can also provide access to the complementary services of our sibling companies, Marsh, Kroll, Guy Carpenter and Oliver Wyman. We are the world s premier provider of seniorlevel accounting and finance professionals to supplement companies project and interim staffing needs. Looking for Challenging Projects? Robert Half Management Resources offers our consultants the most exciting seniorlevel financial projects with industry leaders and emerging organizations. If you are ready to take on the most challenging roles in finance, consider consulting with us. Search our database of available projects today. Pramod Dave (949) pramod.dave@rhmr.com Von Karman Ave. Suite 800 Irvine, CA

8 Ron Packouz (949) woodruff-sawyer.com Woodruff-Sawyer & Co. has been partnering with clients to implement and manage cost-effective and innovative insurance, employee benefits and risk management solutions, both nationally and abroad for over 90 years. We are one of the largest independent insurance brokerage firms in the nation. We understand the challenges you face ask us how we can help! We serve business from the inside. Partnering with client teams, we solve problems, implement initiatives and help drive change through all levels of businesses all over the world. Traditional consulting firms hire right out of school. We employ seasoned professionals so they can start adding value as soon as they begin an engagement. Our professionals are experienced problem solvers who average 18-years experience in fields including finance and accounting, human capital, information management, internal audit, legal and supply chain. Lisa Ashworth (714) resources-us.com Mark Mathius (949) From more than 85 offices in North America, Europe and Asia Pacific, Resources serves 2,400 clients in 66 countries. We re a pioneering professional services firm, a global community with a new approach to business inside out. Terry Goldfarb-Lee (714) terryg@resources-us.com 3 Park Plaza Suite 500 Irvine, CA Town Center Drive Suite 600 Costa Mesa, CA

9 David Kamath (949) Main Street, 7th Floor Irvine, CA SingerLewak LLP is a leading accounting services provider headquartered in Los Angeles with offices in Orange County, Woodland Hills, Monterey Park, San Diego and the Silicon Valley. Serving California since 1959, SingerLewak has established a reputation for excellence by providing the services of a national firm within a blended environment of services and industry specializations. SingerLewak is an active community partner, working in many sectors of the business world. Whether it s auditing, accounting, tax preparation, business management, SEC filings and transactions, SOX compliance, or enterprise risk management, forensic accounting, business valuation, litigation support, consulting, and entrepreneurial business services, SingerLewak delivers results. We serve business from the inside. Partnering with client teams, we solve problems, implement initiatives and help drive change through all levels of businesses all over the world. Traditional consulting firms hire right out of school. We employ seasoned professionals so they can start adding value as soon as they begin an engagement. Our professionals are experienced problem solvers who average 18-years experience in fields including finance and accounting, human capital, information management, internal audit, legal and supply chain. From more than 85 offices in North America, Europe and Asia Pacific, Resources serves 2,400 clients in 66 countries. We re a pioneering professional services firm, a global community with a new approach to business inside out. Julie Beckley (949) julie.beckley@uboc.com Kim Ha (949) kim.ha@uboc.com Von Karman Ave. Suite 310 Irvine, CA

10 financial executives international History Financial Executives International was founded in 1931 as the Controllers Institute of America. The expansion of responsibilities of financial executives into policy-making areas led us to change our name to Financial Executives Institute in As the global economy developed, we were the driving force in forming the International Association of Financial Executives Institutes in On November 6, 2000, we became Financial Executives International and opened membership to financial executives from around the world. We proactively helped design the CFO Act, and have a history of supporting legislation that enhances the business climate. Our largest chapters are in Boston, Silicon Valley, New York and Chicago. In total we have 86 chapters across the U.S. and Canada. We are headquartered in Florham Park, NJ, with offices in Washington, DC. FEI Canada, established in 1973 to serve the needs of our Canadian members, consists of 11 chapters and a membership that includes senior financial officers who face common issues and challenges. Vision FEI will continue to be the professional association of choice for the corporate finance executive. We strive to be the most contemporary, dynamic and proactive organization of its kind. We are a powerful network centered on a vibrant Internet community and local meetings. FEI is memberservice oriented, with value for dues a top priority. Indeed, the cost of membership is dwarfed by the cost saving ideas and value-building themes that accrue to our members through their participation in FEI. We strive to be the eyes and ears of the typical finance officer facing the day-to-day challenge of enhancing his or her shareholders investment. We help members anticipate and react to change, acquire new resources to enhance shareholder value, and build the personal skills needed to further their careers. We do this by providing information through diverse forms of communication, knowledge of evolving trends and issues and high-quality programs. We help to identify new opportunities for peer networking, and provide for effective advocacy through representation before legislators and regulators. 75th Anniversary What is known today as Financial Executives International (FEI) was established in New York City in December 1931 as The Controllers Institute of America, with membership open only to controllers. It began with 30 members. The original purpose was to define the members profession, exchange ideas about its practice, educate themselves and others and work with the government to improve the general economy. As the role of the financial executive has grown, so has the organization to reflect the global reach of FEI and its members. FEI has become the leading advocate for the views of corporate financial management. Its 15,000 members hold policymaking positions as chief financial officers, treasurers, and controllers. FEI enhances member professional development through peer networking, career planning services, conferences, publications, and special reports and research. Members participate in the activities of 86 chapters, 75 of which are in the U.S. and 11 in Canada

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