(A) Occupational experience (compensated) and extent of responsibilities:
U. S. Army - Lieutenant (1963 - 1965)
- Officer orientation training (2 months)
- Personnel Officer (section manager - 6 months)
- Platoon leader (16 months)
Arthur Andersen & Co.
Member Audit Professional Staff (1963, 1965 - 1969)
- Senior (in-charge) accountant - (3 busy seasons).
Member Administrative Services Professional Staff (1969 - 1971)
- Directed first extensive field use of EDP audit software for the firm.
Beverly Bancorporation, Inc. - Auditor (1971-1973)
- Audit Department manager - Developed extensive use of EDP audit software to support internal audit activities.
Cullinane Corporation (became Cullinet Software, Inc. before being sold to Computer Associates in 1989)
Vice President (1973 - 1978) - Influenced implementation of EDP audit software for more than 200 large companies, world-wide. Was a member of the entrepreneurial team which built a public company from a small business.
Central National Bank in Chicago (later merged with Exchange National Bank which in turn later merged with LaSalle Naional Bank)
- Auditor (1978 - 1979) - Rebuilt a professional staff which had been decimated by turnover.
EDP Audit Service - consultant - solo practice (1979 - present)
EDP Audit Associates, Inc. - President (1980)
Loyola University of Chicago - Continuing Education Program - Instructor
- "How to Start a Successful Small Business" (1980 - 1984)
All American Bank of Chicago
- Member of Board of Directors (1981 - 1983)
- Member of Executive (loan) committee (9 months)
- Member of Audit committee (15 months)
- Member of Investment committee (8 months)
Illinois CPA Foundation - Instructor for CPE programs (1987 - 1992)
- Authored a series of courses entitled "Using Lotus 1-2-3 for ..."
COMPLUS INC. - President (1982 - present)
Sold PC’s and Business Computer Systems, 4 employees (1982 – 1987)
Various consulting engagements, focusing on litigation support, solo (1987-1989)
Professional Controller services (1989 – present)
- Served as CFO/Controller for 5 to 12 different small companies, each part-time
- Managed sales/marketing program to recruit more than 200 clients
- Recruited a group of Associates (approx 30 by 2005)
- Designed, built and maintained web site: http://hometown.aol.com/complusgrp
(B) Education and professional certification:
Iowa State University - B. S., Industrial Administration (1963)
- Minors - Accounting, Psychology
Certified Public Accountant - Illinois (1967) - by exam
Certified Information Systems Auditor (1979) - by experience
Certified Internal Auditor (1979) - by exam
Certified Bank Auditor (1979) - by exam
Certified Financial Systems Auditor (1996) - by experience
(C) Personal data:
Date of BirthOctober 12, 1941
Place of birth - Sumter, South Carolina
U.S. citizen YES – native
(D) Membership and activities (pro bono) in business and professional organizations:
Illinois CPA Society (1967 - present)
Charter Member of Chicago South Chapter (1971 - present)
Committee Chair for Industry/Business (1990 - 1991)
Winner-Golden Sewer Tile Award--Outstanding Service (1991)
Secretary (1991 - 1992), Treasurer (1992 - 1993), Vice President (1993 - 1994)
Senior Vice President (1994 - 1995), President (1995 - 1996), Delegate (1996-97)
Networking Chair – moderated monthly business development meetings (2004 – present)
- Group-Orland started Sep 2004 with 8 attendees
- Group-Orland met Sep 2005 with 15 attendees
- Group-Orland met Sep 2006 with 26 attendees
- Group-Orland met Sep 2007 with 43 attendees (12-mo avg = 38.2)
- Group-2-Beverly started Jan 2007 with 24 attendees
- Group-2-Beverly met Dec 2007 with 15 attendees (12-mo avg = 13.9)
- Group-3-Orland started Nov 2007 with 12 attendees
- Mentored Networking group start for Fox Valley Chapter (Jan-2007)
- Winner-Golden Sewer Tile Award--Outstanding Service (2005)
Member of Management Advisory Services Committee, EDP Audit Section (1980 - 1983)
Member of Computers in Auditing Committee (1983 - 1989)
Member of Computer Information Systems Committee (1986 - 1987)
Member of Management Consulting Committee (1987 - 1989)
- Financial Graphics Subcommittee (1987 - 1989)
Member of Industry and Business Forum Group Committee (1990 - 1991)
Member of Computer Software Standards Subcommittee (1991 - 1992)
Member of Chapter Operations Committee (1994 - 1997)
Member of Controllers/Treasurers Committee (1997 - 2000)
Networking Chair – Chicago Metro Chapter (2005 – present)
- Group started Sep 2005 with 9 attendees
- Group met Sep 2006 with 13 attendees
- Group met Sep 2007 with 13 attendees (12-mo avg = 19.2)
Networking Chair – North Shore Chapter (2007 – present)
- Group started Mar 2007 with 18 attendees
- Group met Dec 2007 with 13 attendees (avg-to-date = 15.3)
American Institute of Certified Public Accountants (1967 - present)
Institute of Internal Auditors, Chicago Chapter (1971 - present)
Information Systems Audit and Control Association, Chicago Chapter (1971 - present) - formerly EDP Auditors' Association
Chicagoland Chamber of Commerce (1984 - present) - formerly Chicago Association of Commerce and Industry
- Member of Small Business Council (1987 - 1997)
- Member of Angel Team Cadre (1992 - 1993)
95th Street (Beverly Hills-Chicago) Business Association (1987 - present)
Ace’s Business Network A’Fair (1995 – present)
Chicago Southland Chamber of Commerce (1997 – present)
- Member of Workforce/Education Council (1999 – present)
- Member of Technology Council (2000 – present)
Rainbow/PU$H International Trade Bureau (2000 – present)
- Member of Steering Committee (2004 – 2005)
(E) Membership and activities (pro bono) in community organizations:
St. Paul's Union Church (now St. Paul's Bible Church)
- Member of Board of Trustees (1973 - 1975)
- Assistant Treasurer (1974 - 1975)
Beverly Athletic Club (little league baseball)
- Team Manager or Coach (1972 - 1976)
- Treasurer (1976 - 1979)
Member Kellogg School PTA (1971 - 1980)
Kellogg Basketball Association
- Coach (1972-73, 1978-79, 1979-80)
- Treasurer (1976 - 1980)
Member Morgan Park High School PTA (1978 - 1985)
Morgan Park High School Community Council (1978 - 1987)
- Chairman - Pursuit of Excellence Committee (1980 - 1982)
- Member of MPHS Freshman Student Orientation Team (1981, 1983)
- Chairman - Pursuit of Excellence Funding Committee (1984 - 1985)
Beverly Improvement Association
- Member of Board of Directors - (1972 - 1988)
- Secretary - (1975 - 1977), Vice President - (1977 - 1979), Treasurer - (1980)
- Secretary - (1985 - 1988)
- Winner – Distinguished Community Service Award (1997)
(Boy) Scout Troop 608
- Member of Troop Committee (1976 - present)
- Summer Camp Adult Leader (1976 – present)
- Troop Committee Chairman (1980 – 1985 and 1994 – present)
- Charter Organization Representative (1994 - present)
Beverly Area Planning Association (BAPA)
- Member of Council of Delegates (1980 - 1985)
Citizens Committee on Chicago Schools Budget
- Representative of BAPA (1983)
Chicago Agenda for Public Education - BAPA delegate (1983 - 1987)
Beverly Ridge Lions Club (1987 - present)
- Member of Board of Directors - (1990 - present)
- First Vice President (1991 - 1992), President (1992 - 1993)
Junior Achievement (1999 – present)
- Classroom volunteer presenter (1999 - present)
- Board Member for Junior Achievement of South Cook County (2006 - present)
Election Judge, Republican – Chicago, Ward 19, Precinct 57 (compensated) (2004 – present)
Sigma Nu House Corporation Board of Trustees (2006 – present)
- Secretary (2006 – present)