Speakers and Executive Board
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Phil Bahr, CPA Charlie Barnes Tom Butler James Connelly Dan Deighton Kevin Dunivin Jason Lambiris |
Laurie Van Pelt David Lochner Steve Maltzman, CPA Bob Metzger Ed Ruggero Samir Singh |
Phil Bahr, CPA
Managing Principal
Rehmann
Phil Bahr is the managing principal of the 130 person Troy office of Rehmann. He has been practicing since 1977. He serves a diverse client base and is actively involved in the tax planning, business consulting and accounting & finance matters of his clients.
Phil received his Bachelor of Science in Business Administration from Kansas State University. He is involved in several professional and community organizations including: Michigan Association of Certified Public Accountants, American Institute of Certified Public Accountants, Rehmann-Board of Directors, U of M Flint, Michigan Family Business Center, Oakland University, Livonia Chamber of Commerce, Detroit Regional Chamber of Commerce, Woodhaven of Livonia and is an active member in his church.
Charles P. Barnes
Chief Financial Officer/General Council
AMI Strategies
Charles has been an entrepreneur and business owner for more than 23 years. While attending night school at Walsh College, he started a hydraulic and pneumatic supply business with a partner serving in the role of VP-Sales. He obtained his degree in Finance from Walsh in 1984 and his law degree in 1989. After selling his interest in that first company in 1990, he worked for a Bloomfield Hills law firm, in addition to forming a small custom clothing company. It was at this juncture that his eduation and experience allowed him to counsel entrepreneurs on new business start-ups and franchises.
Charles left the daily practice of law and served as a business broker/advisor for Colliers International. At Colliers, he was instrumental in obtaining funding and capital as a broker to facilitate the sale of manufacturing and middle-market sellers. In 1999, Charlie, along with three other partners, bought the assets of Paramount Boring & Machine and converted those operations into a production facility Tier IVII supplier. During his tenure he served in the roles as CFO and General Counsel. In 2008, Charles sold his interest in Paramount.
Charles is currently advising entrepreneurs on the finance and legal issues facing business owners, in addition to his advisory executive role at AMI Strategies – a technology expense management company. Also, Charles serves on the Board of four small companies, and has been actively involved with business owners in the restaurant, manufacturer’s rep, manufacturing, distribution and technology business sectors.
James M. Connelly
Chief Financial Officer and Senior Vice President
Henry Ford Health Systems
James M. Connelly is Senior Vice President, Chief Financial Officer and Treasurer for Henry Ford Health System. In this capacity, Mr. Connelly is responsible for managing the fiscal affairs of the System, including capital planning and other related matters that ensure the integrity of the System’s fiscal strength. He also is responsible for managing investments, real estate and insurance, and has extensive experience with establishing operational guidelines for insurance companies, communicating with domestic regulatory agencies and developing business strategies.
Mr. Connelly came to Henry Ford Health System from TriHealth, Inc., in Cincinnati, where he served as Senior Vice President and Chief Financial Officer. TriHealth is a joint operating organization sponsored by Bethesda, Inc. and Catholic Health Initiatives that provides a complete range of health care services. Previously, Mr. Connelly was Senior Vice President and Chief Financial Officer of Bethesda, Inc. While in Cincinnati, he was also Senior Vice President and Chief Operating Officer of Bethesda North Hospital. He worked 15 years for Arthur Andersen in Detroit, the last three years as an audit partner.
Mr. Connelly holds a Bachelor’s Degree in Accounting from Central Michigan University and a Masters in Business Administration from the University of Detroit. He is a Certified Public Accountant and a member of the Healthcare Financial Management Association.
Daniel Deighton
Managing Director
Marsh
Daniel Deighton is the Managing Director at Marsh. He is the Detroit office head and Midwest Zone and Central Region leader overseeing the operations of the Detroit, Grand Rapids, Indianapolis, Kansas City, and St. Louis offices.
Dan joined Marsh in 1982. He has served as the Upper Midwest Zone Client Executive Practice leaders responsible for the overall delivery and quality of services to Marsh clients domiciled in the states of Michigan, Ohio, Pennsylvania and Kentucky. His client activity with Fortune 500 companies includes design, development and implementation of global property and liability programs, self-insurance programs, integrated risk programs and mass tort liability caps.
Mr. Deighton is affiliated with Chartered Property and Casualty Underwriter (CPCU) and sits on the Board of Directors for the Boys and Girls Clubs of Southeastern Michigan. He received his BA from Michigan State University.
Kevin Dunivin
Chief Financial Officer
Real Estate One
Kevin is the CFO of Real Estate One, Inc; the largest real estate brokerage company in Michigan, including the Max Broock and Johnstone & Johnstone brands as well as affiliated companies: John Adams Mortgage Company, Capital Title, Insurance One and Relocation America. Real Estate One has company owned branch offices in Southeast Michigan and Traverse City as well as franchise operations throughout the state.
Kevin began his career as an auditor with Touche Ross (now DeloitteTouche) where he earned his C.P. A. credentials in 1985. He has worked as controller in manufacturing and distribution industries and was CFO for over 10 years with privately held, Arrow Uniform. He joined Real Esate One as CFO in 2007.
Kevin believes in absolute integrity with numbers, but as a CFO and business partner, he knows that you have to go beyond the numbers to add value. He’s done that throughout his career by bringing together people, processes and technology to solve problems and serve customers.
Kevin has a Bachelor in Business Administration from the University of Michigan-Dearborn, where he completed two public accounting internships.
Kevin is currently the President of Financial Executives International, a 240 member Detroit Chapter and was a two-time Boston Marathon runner with a 2:48 qualifying time.
Jason A. Lambiris
Chief Executive Officer
Apex Digital Solutions, Inc.
Jason A. Lambiris is Chief Executive Officer of Apex Digital Solutions, a leading provider of Managed, Traditional and Green IT Services based outside of Detroit, Michigan. Lambiris founded Apex in 1998 with a vision of building a company that is committed to excellence, personal and professional growth, and shared success through innovation, integrity, respect and teamwork.
Mr. Lambiris is responsible for the management of Apex’s overall strategy and technology direction. In addition, he actively plays a role as a trusted advisor and virtual CIO/CTO for many of his clients and focuses on achieving the proper balance of people, process and technology with their business goals. He believes strongly that through proper education technology can drive innovation within an organization and should not simply be viewed as a commodity.
Jason joined the Macomb-Oakland University INCubator as a Corporate Partner and Advisory Board Member in early 2009 and is passionate about helping out a community that has given so much to him. In September of 2009 he was selected as Corp! Magazine’s Entrepreneurs of Distinction and also served as a panelist on challenges facing entrepreneurs during tough economic times. In 2008 he led Apex to earn Corp Magazine’s Best of Michigan Businesses award for Technology Companies. He is a former Board Member of Marketing and Sales Executives of Detroit from which he was a Finalist for their Platinum Award for Sales and Marketing Success in 2005. As a member of the Distinguished Clown Corp, Jason leads an independent effort each year to raise funds to send underprivileged children from the Detroit area to America’s Thanksgiving Day Parade each year.
He attended Macomb Community College where he earned an A.A.S. in Construction Technologies. He then attended Oakland University to pursue a B.A. in both Computer Science Engineering and Management Information Systems.
Steve Maltzman
Managing Principal – Farmington Hills
Rehmann
Steve Maltzman is the Managing Principal of Rehmann’s Farmington Hills office. He has working in public accounting since 1972 with experience in tax, assurance and business consulting. His specialization in the manufacturing/distribution arena for closely-held businesses gave him the incentive to expand his skills and develop areas of specialization in tax, business management and business planning.
Steve is a graduate of Wayne State University with a bachelor of science in accounting.
He is currently a member of American Institute of Certified Public Accountants and Michigan Association of Certified Public Accountants.
Bob Metzger
Program Director
Michigan’s Next Great Companies Movement (MNGC)
Bob Metzger is Program Director for the Michigan’s Next Great Companies Movement (MNGC).
Established by the Office of the Governor and spearheaded by First Gentleman Daniel G. Mulhern, MNGC is an economic development initiative focused on both attracting and enhancing companies with great workplace cultures. It is the mission of MNGC to make the business case for being a great place to work by showing the connection between corporate culture and bottom line results.
As program director, Metzger is responsible for implementing the strategic vision of Michigan becoming the leading state in developing great places to do great work and building workplaces focusing on attracting, developing and retaining top talent, while creating bottom-line results through employee engagement.
Metzger was named program director for MNGC in January 2008. Prior to MNGC he held leadership positions in corporate learning and marketing communications at Accident Fund Insurance Company of America and Michigan State University’s Broad School of Business. Metzger has a bachelor’s degree from Central Michigan University and a master’s degree from Michigan State University. He is a graduate of the Michigan State Chamber’s Leadership Michigan program, the Disney Institute’s Service Leadership program, and other programs focusing on leadership and employee engagement. Metzger is a member of the Society for Human Resource Management and the American Society for Training and Development.
Ed Ruggero
Author and Speaker
EdRuggero.com
Ed Ruggero has been studying, practicing and teaching leadership for more than twenty-five years, helping organizations develop the kinds of leaders people want to follow. His client list includes the FBI, the New York City Police Department, CEO Conference Europe, the CIA, the Young Presidents Organization, Forbes, the SAS Institute, Hugo Boss USA, CitiFinancial, Bovis Lend Lease, and Time, among others. He has appeared on CNN, The History Channel, the Discovery Channel, CNBC and Fox and has spoken to audiences around the world on leadership, leader development and ethics.
Ed is the author of eleven books, including Duty First: West Point and the Making of American Leaders, a study of leader development at the US Military Academy, and Combat Jump: The Young Men Who Led the Assault Into Fortress Europe, July 1943, which became a one-hour docu-drama on The History Channel. Ed is also the co-author of The Leader’s Compass, a fictional story of how one leader developed a personal leadership philosophy. His most recent book is The First Men In: US Paratroopers and the Fight to Save D-Day.
Following graduation from West Point, Ed was commissioned in the United States Army and served as an infantry officer in a variety of leadership positions around the world, including an assignment teaching at West Point. Following his service, Ed pursued a career as an author, public speaker, and trainer. In 2007, Ed delivered a series of talks to business leaders in major cities throughout China. He also leads a Gettysburg and a Normandy Leadership Experience, where participants walk the ground of these great struggles to learn battle-tested leadership lessons that will help them meet their own challenges.
Samir Singh
Senior Consultant
New Economy Initiative for Southeast Michigan (NEI)
Sam Singh, an alumnus of Michigan State University, has been an active supporter as an alumnus working on a number of university committees and speaking regularly on campus on topics such as local government, nonprofit management and leadership.
Singh has extensive management experience having served as the President and CEO of the Michigan Nonprofit Association, an 1100 member-based association that was actively involved in public policy, capacity building and leadership development for the nonprofit sector. He has also held professional positions with the Points of Light Foundation and the Volunteer Centers of Michigan.
Sam is currently serving as the Senior Consultant for the New Economy Initiative for Southeast Michigan (NEI). NEI is a $100 million philanthropic initiative aimed to help transition the Southeast Michigan region to a knowledge based economy. The New Economy Initiative works with other partners in the region and in the state to sponsor and support activities that prepare, attract and retain talented workers; encourage innovation and entrepreneurship; and change the region’s culture to embrace learning, work and innovation.
Laurie Van Pelt
Director of Management and Budget, Chief Fiscal Officer
Oakland County
Laurie Van Pelt is the Director of Management and Budget for Oakland County, a position appointed by the County Executive. As such, she serves as the Chief Fiscal Officer of the County and directs the functions of accounting, budgeting, payroll, purchasing, equalization, and reimbursement.
She is a Certified Public Finance Officer, conferred by the Government Finance Officers Association of the United States and Canada (GFOA).
Her bachelor’s degree is in Accounting and her master’s degree is in Corporate Finance. She is the recipient of the 2010 Crain’s CFO of the Year Award in the Government Sector category.
Through her affiliations with various national and state associations, Mrs. Van Pelt works with her peers on common challenging financial issues facing government today. She has presented as a subject matter expert at national conferences and has written articles published in professional magazines. She served two years on the Board of the Michigan Government Finance Officers Association (MGFOA) as the GFOA state representative. Currently, she serves as a member of the MGFOA Legislative Committee.
