Experience
Twenty-four years in finance, all of it in companies where the owner's name is on the building or the co-op members sit on the board.
Roles
2019 to now
Independent practice, Alder Bend. Fractional CFO to six to eight owner-operated companies at a time, in agriculture, distribution, construction and light manufacturing.
6 years
2012 to 2019
Chief Financial Officer, Corliss Packing Company. Led finance, payroll and IT for a fruit packer with 140 seasonal staff. Moved the company from a paper ledger to a modern system and negotiated financing for a new cold-storage line.
7 years
2006 to 2012
Controller, Brightwater Growers Cooperative. Ran the monthly close, grower settlements and the annual audit for a 60-member cooperative.
6 years
2001 to 2006
Senior auditor, regional accounting firm. Audited agricultural and manufacturing clients across the north valley.
5 years
Credentials
2004
Certified Public Accountant, California.
Active
2001
B.S. in Accounting.
2016
Certificate in cooperative finance.
Talks and writing
2025
The thirteen-week cash forecast, explained for owners. North Valley Growers' winter meeting.
Talk
2024
What your banker reads first. A short guide for companies renewing a credit line.
Guide
2023
Selling the company to the people who work there. Notes from two employee buyouts.
Essay
Community
2018 to now
Treasurer, Alder Bend Community Pantry.
Volunteer
2014 to 2020
Finance committee, Alder Bend Grange.
Volunteer