At Eventus, it’s everything. Our namesake, Bonus Eventus, is the ancient Roman personification of successful outcomes. Like Bonus Eventus, we seek success at every stage of our clients’ business life cycle.
We provide your growing business with the best-in-class finance and accounting team it needs, without the time, cost, and stress it would take to build one on your own.
Predict the needs, opportunities, and obstacles of the businesses we work with. Then formulate a plan to move forward, and execute that plan. We are visionaries who help other visionaries bring their dream for the future into the present. With our vision as our guide, we grow and enable others to grow as great as they can, but not too fast or too slow; the proper pace is the key to prosperity.
Communication is essential to alignment, and alignment is vital for success. Before you go any further in any partnership, speak to make certain that you align. Never fear the conversation, no matter how daunting it may seem. Be sure to keep others informed. Make certain they understand your words. And don’t just talk; listen. It’s how we build strong teams and empower them to reach unparalleled heights.
You’re here, because you can do this. Be confident in your capabilities, and have a healthy awareness of your limitations. Know that you earned your position and that you belong. Above all else, you are not alone. You have a team of experts behind you. Don’t be afraid to lean on your circles of support whenever necessary, and forge forward on your own whenever possible. The greatest leaders balance independence with collaboration. So, do what you do best, and lead the way.
Act swiftly with the end in mind. Beyond words, we deliver tangible results. We are outcome-oriented activators who get the job done efficiently and effectively. Analysis and strategy are vital, but there is no achievement without action. Each move we make influences our next step and propels our growth, as well as the companies we work with. We match extensive experience with an unparalleled work ethic because expertise alone is not enough to thrive. It takes drive to scale.
When businesses entrust us with their finances and accounting, they entrust us with their lives. We feel the full weight of that responsibility, and take complete ownership of every mission we undertake with a strong emphasis on integrity. At the core of what we do is the understanding that we are there for those who need us—whether it be a team member in need of assistance, a business with whom we partner, or a client whose prosperity rests on our support.
Technology increases our efficiency, allowing us to communicate more rapidly and cut costs by facilitating telecommuting and remote access. This progress has sped up the pace of business growth and created opportunity for companies to be more dynamic. At Eventus, we see the benefit of both.
Our team is strategically located in the fastest-growing epicenters of business in the United States. This model allows for maximum availability and flexibility, maintaining our commitment to being on-call 24/7 while ensuring that we can also be on site whenever we are needed in person.
Neil is the President and Managing Director of Eventus Advisory Group, LLC. He is an experienced CFO and CPA with over 25 years’ experience. Prior to forming Eventus in December 2009, Neil served in a broad range of industries including life sciences, consumer products, energy services, and manufacturing. Neil’s expertise in accounting and drive for efficiency has led him to successfully create initiatives that streamline finance and accounting processes and corporate governance, establish and maintain SEC compliance programs, develop capital markets strategies, restructure and optimize operations and spearhead due diligence for financings and acquisitions.
Neil is a fitness nut who loves to cook and classic muscle cars. When not at the gym, he loves spending time at his son’s baseball tournaments.
Aaron is a seasoned on-demand and full-time Chief Financial Officer for start-ups and mid-cap firms experiencing rapid change. He is a finance and operations “CEO enabler” who has led finance, accounting, and business intelligence teams through rapid growth, transactions, and organizational change. His specialty is bringing “order from chaos” by cleaning up financial books and records and revamping financial operations so executives can make data-driven decisions. He has advised and led many capital raises and helped CEOs get their boards and investors comfortable with their financials.
Aaron was so moved by the events of 9/11 that he joined the NYPD as an Auxiliary Officer graduating at the top of his class. When not solving problems for clients and leading Eventus teams, Aaron can be found doing CrossFit workouts, making the best Kosher beef and chicken jerky you’ll ever eat, home-brewing kombucha, and passing on his Eagle Scout expertise as Scoutmaster for his children’s troop.
Eric comes to Eventus Advisory Group, LLC with a highly diverse legal and business operations background including experience in the corporate, real estate, sports, entertainment, and fashion industries.
As an avid sports enthusiast, upon graduating from The Columbia University School of Law, Eric founded Gladiator Representational Services, a full-service sports agency. Eventually, he would add fashion models to his list of clients and worked diligently to ensure that his clients’ career goals were met. After selling the company, Eric moved on to the corporate department at Dechert, LLP, where he focused on M&A and note offerings.
Seeking to return to the operational side of the business, Eric became the Director of Operations and In-House Counsel at Madame Netter, a leading international millinery design boutique. In his role at Madame Netter, he oversaw all day-to-day operations and led contract negotiations with movie studios such as Universal, Disney, and Miramax over designs used and future use rights.
Eric later became Vice President and In-House Counsel at Exclusive Equities, Inc., a real estate development firm. At Exclusive Equities, he led development deals ranging from five to one hundred million dollars and continued to hone his negotiating skills while working with banks and other financial institutions to obtain financing.
Eric’s varied experience has made him a skilled negotiator, legal advisor and overseer of a business’s day-to-day operations.
Mark has over a decade of addressing mid-sized companies varied needs. He’s a fixture in the microcap ecosystem helping companies reduce costs with strategic on-demand services, whether in the SEC reporting, financial operations, or financial printing space. Prior to that, he had sales roles in construction and healthcare recruitment. A true member of our own hearts here at Eventus, he started his career at an accounting firm reconciling bank accounts and managing accounts payable.
Outside of work he is an avid sports and outdoorsman with his wife and children. If he’s not playing tennis, you can find him on the golf course or skiing.
Sherri has over 22 years of diverse corporate and entrepreneurial experience across multiple industries and verticals. She is results-oriented with a strong combination of leadership, analytical, communication, operational and financial skills. She has a proven track record of identifying growth opportunities, capital fundraising and corporate scalability.
Sherri is the mother of twin teenage girls, a passionate dog owner, and an avid “worker outer” and runner with dozens of half marathons and a few marathons under her belt. She is a co-owner with her husband of 3 restaurant/bars in Center City Philadelphia. She loves mentoring young women in business and is very passionate about the importance of empowering strong confident women throughout their careers.
Ann is a highly versatile finance expert with nearly three decades of hands-on executive experience in multiple areas including IPO readiness, financial management, SEC reporting, strategic planning, ERP system implementation, mergers and acquisitions, and treasury management. She served as CFO at several private and public companies including recently at Karat Packaging (NASDAQ: KRT), where she helped steer the company through a successful IPO raising close to $80 million dollars in IPO proceeds.
Ann enjoys cooking and makes the best Pho noodle soup and specialty Persian dishes. On sunny Southern California days, she is often seen biking around town on her electric bicycle.
Glenn is an energetic and strategic leader with two decades of experience and a proven track record of leading transformational change and integrating best-in-class technologies into finance operations and policy. His expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency. With extensive experience working with private equity-backed companies and expertise in leading mergers & acquisitions, Glenn is knowledgeable in leading processes and technological implementations for organizations of all sizes.
Glenn is a member of American Mensa, The Forbes Finance Council and a volunteer for The Analytics Foundation. Recognized as a subject matter expert, he published a book on finance innovation, has been a guest speaker on over 40 podcasts and numerous conferences, and is a contributor to the AI Journal. Glenn is an avid runner and cyclist and can frequently be found running along the bank of the Mississippi River near his home in Memphis.
For more than a decade, Greg has led finance, operations, and strategy at numerous high growth companies across media, fintech, software, and ecommerce. He has executed on multiple fundraising rounds and successful exits to both public and private companies. Notable transactions that Greg worked on are Wirecutter (NY Times), Gawker Media (Univision), Conductor (WeWork) and Gravity Products (WIN Brands). Greg began his career in financial services and banking. At PwC, Broadridge, and Citigroup, he was responsible for various projects within FP&A, treasury, credit, and operations. He has a passion for helping companies and founders reach their full potential by acting as a leader to develop clear action plans and business forecasts.
Greg is a New York native and enjoys playing pickup basketball, board games, golf, and spending time with his wife, Alexis and Sheepadoodle, Scout.
Joe is an accomplished C-suite executive with extensive financial and operating experience at global private equity owned and S&P 500 companies. He has a proven ability to apply strategic insight, change management and operational excellence to achieve increased profitability through revenue growth, cost containment and organizational effectiveness. He has assisted companies that have challenges such as operational, financial or liquidity issues or positive challenges such as satisfying opportunities for rapid growth, expansion and acquisitions.
Joe enjoys spending time with his family, especially spoiling his three grandchildren. He also enjoys music, traveling and good wine.
Joseph has nearly 30 years of experience in the Biotechnology, Biopharmaceutical and Financial Services industries. He is a seasoned investor and consultant who specializes in business strategic planning and development, capital raising, talent acquisition, and corporate governance. Joseph served as Interim CFO and was a founding member of ValenzaBio, a privately held biopharmaceutical company, where he established and grew all the finance functions of the company. He also served as CEO of Marina Biotech where he helped close a business development deal to keep the company afloat and negotiated and closed merger to navigate the company out of bankruptcy and forge a successful path forward.
In his spare time, you can find Joseph shooting hoops or riding waves in Ventura County, California, where he makes his home with his beautiful wife and two sons.
Matthew is an accomplished accounting and finance professional with over 20 years of experience and a demonstrated ability to lead the design and implementation of strategic plans that drive company growth. He specializes in identifying operational needs and process improvement opportunities and setting goals to increase daily production, optimize workflow, and streamline existing operations for his clients. Matthew is experienced in guiding clients through the SEC filing process from start to finish, including preparation of U.S. GAAP financial statements, audit readiness, and SOX compliance, as well as providing technical accounting support.
Outside of work, Matthew enjoys fishing, camping, and watching sports. On the weekends you can usually find him either grilling or hanging out with family and friends.
Natasha is a seasoned professional with over 20 years of experience in accounting, auditing, internal controls, and regulatory oversight. She has extensive knowledge of U.S. GAAP, IFRS, SEC reporting, and PCAOB auditing and related professional practice standards. Natasha’s areas of expertise include auditing public companies and researching and concluding on complex and technical accounting areas. Her expertise spans numerous industries including banking, consumer products, retail and distribution, and technology.
Natasha lives in Florida. She enjoys cooking, spending time with friends and family, riding her Peloton bike, and taking long walks with her two dogs.
Ola is a seasoned finance and strategy executive with experience in M&A, business development, and operations. He has a broad based finance background, including two bulge-bracket banks (Barclays and Deutsche Bank) and a big 4 accounting firm (Ernst & Young), and gained experience in investment banking, asset management, and venture capital. Ola transitioned from investment banking to co-founding two companies in different industries (energy services and e-commerce).In growing both companies, he managed teams across multiple different business verticals and served as financial lead in a variety of contexts. Ola has been responsible for all finance and accounting elements (including P&L allocation, forecasting/modeling, and capital raising), the development of business and growth strategy plans, and the cultivation and management of partnerships, collaborations, and other business relationships.
In his free time, Ola enjoys cooking, watching sports, traveling, and spending time with his wife and young son. He also serves as a mentor at the nonprofit Defy Ventures.
Rachel is a seasoned CPA with over 20 years of experience in numerous Accounting and Finance activities and leadership roles, ranging from SEC reporting, accounting research and month end GL close, to her most recent focus on SOX/FDICIA and other regulatory controls in the banking industry. For the last 8 years, Rachel has implemented multiple end-to-end financial controls programs, installed financial governance programs, and developed finance third party service provider reviews and controls, refining her expertise in operational efficiency and in strengthening controls in accounting processes.
Rachel loves to spend time with her family and their pet bunny, Bunilla Way-fur, and frequently hosts get-togethers with family and friends. Rachel is also a voracious reader of fiction and literature and loves to learn new languages. She also enjoys exercising and cooking, as well as attending Broadway musicals with her children. Rachel is an active member of her synagogue and community, helping to support people through life-cycle events whenever possible.
Candace has over 25 years of experience providing auditing, financial reporting, and consulting services to SEC reporting clients and companies in the process of becoming public, as well as non-public, closely held companies. Prior to joining Eventus, Candace was with a mid-sized audit firm for 20 years, including 10 as a partner in the QC department. She has a wealth of experience providing step-by-step guidance with SEC initial and periodic filings and registration statements, preparation of U.S. GAAP financial statements with required disclosures, as well as the resolution of all technical issues regarding SEC and U.S. GAAP compliance and complex accounting issues, including debt/equity transactions and revenue recognition.
When Candace isn’t working, you can find her down on the beach reading or pretending she is an artist and taking and playing with digital photos.
Mike is a CPA with nearly 15 years of experience ranging from financial statement audits in public accounting across a variety of industries to Internal Audit and SOX/FDICIA compliance in financial services and banking. He specializes in assessing financial/regulatory reporting risk and controls and identifying opportunities for improvement including enhancements needed to meet SOX requirements.
Mike loves to travel and experience the landscape and culture of new places. He is a foodie, so sampling different cuisines is one of his favorite parts of traveling but he also enjoys trying new restaurants close to home. On the weekend you can find Mike outside with his dogs or at home spending time with family and friends.
Yaakov is a strategic thinker with over 16 years of experience working with pre-IPO and publicly traded companies in both external and internal financial reporting roles. During his extended tenure with the U.S. Securities and Exchange Commission, Yaakov worked in the Division of Corporation Finance, where he developed extensive SEC reporting and US GAAP knowledge. Prior to his time with the SEC, Yaakov worked in several internal financial reporting roles where he gained a deep understanding of both the month-end close and financial planning and analysis processes.
Yaakov enjoys working out, spending quality time with his wife and four daughters, and pursuing the perfect cup of coffee. In addition, as a native Baltimorean, he also enjoys rooting for the Orioles and Ravens.
Doug is a Certified Public Accountant who has provided CFO, SEC reporting and consulting services to public and private companies for over three decades, including eight years as an audit manager with RSM US, LLP, a national CPA firm. Doug strives to help clients reach their goals, including growth, profitability, compliance, and overcoming obstacles. He has turned around many dire financial situations and well has contributed to a number of successful Public Offerings and M&A transactions. He has excellent working relationships with the Big 4, national, local, & specialty PCAOB CPA firms, which has allowed him to help companies navigate difficult and first-time audits.
Doug is a member of the American Institute of CPAs and the Arizona Society of CPAs, and is an avid soccer player and runner.
Eric is an accomplished, results-driven finance professional with over a decade of experience in SEC reporting and accounting in diverse industries. His passion for SEC reporting was ignited early in his career by his first job after grad school at Intercept Pharmaceuticals, Inc. Eric owns the SEC reporting process from start to finish. The part he enjoys the most is gathering the pieces and assembling them into a finished product. His collaborative nature shines as he seamlessly works with colleagues at all levels to complete and file SEC Reports. Eric’s expertise, attention to detail, and ability to foster teamwork ensure a smooth and efficient process in delivering accurate and timely reports that adhere to strict regulatory requirements and guidelines.
When he is not working, you can find Eric outside – in the woods hiking, in the garden cultivating vegetables and flowers, or just soaking up some sun at the Jersey Shore. Eric is also a culinary enthusiast who enjoys cooking all sorts of dishes for his family.
Jennifer has over fifteen years of experience in financial reporting, accounting and Big 4 auditing. After leaving public auditing, Jennifer’s focus has been on SEC financial reporting for publicly traded companies, ensuring that company filings provide transparency and crucial information for individual and institutional investors, analysts and researchers. She has a deep working knowledge of SEC filing and can bridge the gap between the preparation of financial statements and the final filing submissions.
When not working, Jennifer loves spending time with her two daughters (the oldest just graduated from Ole Miss, her alma mater). She’s also a fitness enthusiast whose current passion is infrared sauna workouts. She also loves cooking shows, playing tennis, going to actual libraries, and going to the symphony as much as possible. She’s also a huge Dallas Cowboys fan (born and raised in Dallas, TX).
Madi is a Certified Public Accountant with over seven years of experience in financial reporting, auditing, and corporate accounting. Madi enjoys helping clients overcome accounting challenges and complexities to ensure SEC reporting deadlines are satisfied. She has served clients in both the public and private spaces and was a part of a financial reporting team at a large telecommunications company. Her positive attitude and ability to adapt and be resourceful allows her to successfully serve her clients in a variety of ways.
Outside of work, Madi enjoys traveling, running, work out classes, hiking 14ers, skiing, paddle boarding, experiencing new things, reading, and spending time with family and friends.
Michelle is an accomplished CPA with over 20 years of experience in audit, financial reporting, accounting, and finance. She specializes in SEC filings, financial reporting and analysis, and technical accounting. Michelle’s expertise in U.S. GAAP reporting, SEC reporting and disclosure, financial statement preparation, and audit support enables her to streamline and optimize the financial reporting process from preparation to filing. With her keen attention to detail and strong organizational skills, she ensures an efficient and effective SEC reporting process.
Michelle is a sports enthusiast and former soccer player that has retired her cleats for more knee-friendly activities such as hiking, yoga, walking, and cycling. She enjoys baseball games and beach days with her husband and two young sons.
Brittney is an experienced financial controller who specializes in helping businesses achieve their financial goals through KPI tracking, budgeting, forecasting, process improvement, internal control development, external audit preparation, AR/AP oversight, and month end close management. Her knack for problem solving and keen attention to detail she has proven successful in providing timely and accurate reporting that is essential to strategic planning and decision making.
In Brittney’s spare time she enjoys spending time with her family and friends; travelling around the Caribbean and South America; and trying new foods from all over the world. She also enjoys volunteering for her local church and mentoring younger Finance/Accounting professionals.
Erin is a seasoned finance and accounting professional with over 20 years of industry experience., She has a deep financial services background spanning support of collateralized debt obligation (CDO) investment banking, credit sales and investment management . Erin has executed a broad range of corporate initiatives including installing and maintaining control infrastructures, accounting and compliance software system implementations and ongoing financial and operational audit support. Erin utilizes strategic thinking and analytical skills to deliver process improvements and efficient change management strategies to help clients achieve their goals.
Outside of work, Erin enjoys spending time with her family and friends. She also loves running, whether she is a spectator supporting her friends or running a race herself. She has 2 World Majors left to run to secure the Abbott World Major Marathon Medal.
Laura is a seasoned Controller with experience in many different industries including manufacturing, sales, direct marketing, services, construction, and non-profit, from start-ups to multi-generational businesses. Her passion is working with small businesses to help establish efficient accounting processes and company metric development to provide stakeholders with the pulse of the business. Laura’s specialty is transforming data into organizational reporting that delivers visibility into company performance for nonfinancial leadership.
Laura has two active, teenage sons, who take full advantage of Michigan’s four seasons. From the sideline of the lacrosse field to a fire at the bottom of the local snowboard hill, she can be found cheering on her boys. Any weekends free from sports are spent out on the lake, crafting customized goods, or spending time with family and friends.
Lisa is a seasoned Controller with almost two decades of experience in multiple industries. She has worked for start-ups, privately held companies, as well as public companies with sales grossing over $4.0B. She is well versed in financial reporting, forecasting, budgeting, and month-end close. She continuously keeps her eyes open for process improvements and thrives in an environment where there is ambiguity and a strong need for problem solving. Lisa has a track record of reducing close deadlines and leading companies through successful audits.
Outside of work, Lisa’s 3 kids keep her running with activities spanning from archery, diving, competitive dance, and soccer. Lisa also volunteers on the elementary school’s site based council and PTA as well as sits as the President on the Board of her HOA. She enjoys travelling with her family and dabbling in music.
Meredith has over fifteen years of experience in accounting leadership roles for small to mid-sized organizations in both nonprofit and for-profit sectors. She served as controller for a highway construction company and fuel distribution company, and she also served as the assistant controller for an oil and gas operator. Prior to joining Eventus, Meredith managed the client accounting services department for a CPA firm with over 180 clients in a variety of industries. She enjoys developing and motivating accounting teams to drive productivity and increase efficiencies. Meredith is passionate about helping clients build strong accounting, analytical, and financial reporting processes to support their financial goals and build long-lasting success for the organizations.
Meredith lives in Abilene, Texas with her husband John and their two dogs. She enjoys reading, spending time with her family and friends, and spoiling her nine nieces and nephews. She also serves as a board member for a local nonprofit, Rainbow Bible School.
Rita is an experienced Controller who constantly looks to optimize processes and find ways to better integrate Sales, Operations, and IT with Finance. Rita has a significant background in cleaning up books, meeting tight deadlines, and training her teams to take on more value-added work. She started her career working in automotive manufacturing where she learned Six Sigma and lean manufacturing concepts early on working with Industrial Engineering and ERP implementation teams in ensuring systems and processes were optimized and resulting data was reliable for plant reporting. Rita approaches projects with an eye for detail, putting herself in the shoes of the end user, and planning for contingency scenarios.
Rita loves traveling, nature, volunteering, and when not attending her children’s baseball and basketball games or taking her dog to the park is learning how to play the guitar.
Sabine is a certified public accountant with over 20 years’ experience of accounting and auditing in various industries for small, mid-size to Fortune 500 companies. She manages and, assist clients with the preparation, coordination, and timing of SEC filings and additional reporting deadlines. She has extensive experience in the preparation of 10-K, 10-Q, 8-K as well as all other SEC filings which involved writing footnotes and coordinating with various departments. She has also analyzed and interpreted accounting guidance and provided recommendation to management. Her diverse background includes working at the Public Company Accounting Oversight Board, where she participated in all aspects of inspections of public companies’ financial statements and internal controls audits.
When not assisting her clients with their accounting needs, Sabine likes to spend with her family, reading, watching movies, playing board games, playing tennis, or traveling
Susan is a seasoned finance professional who has been leading finance and accounting organizations in process improvements and best practices for more than 35 years. Prior to joining Eventus, she worked for a variety of multi-national companies including Dover Corporation, Motorola, Cemex, and American Express. Susan also worked in small startup organizations, helping bring them to profitability. Utilizing her team-oriented management approach, she empowers all staff to make decisions, recommends and implements process improvements, bringing better cohesiveness to the team and helping provide job satisfaction to teams resulting in low staff turnover.
In her spare time, she enjoys spending time with family & friends, staying at her cabin in the AZ north country, traveling the world, hiking, paddle-boarding, good wine & food.
Trish is a heavy hitting Controller with a focus on accuracy, process and compliance, as well as accountability and transparency. She is not afraid to roll up the sleeves to meet deadlines and support the team. Her knack for process improvements and efficiencies have enabled “bean-counter” functions to accurately report financials and eliminate nonvalue-added tasks, while elevating teams from back-office cost centers to key contributors supporting management and decision-making processes. She has participated in debt financing, led teams through IRS, SALT, financial statement and debt compliance audits, revamped Board of Director reporting to support strategic decisions, and has been the go-to for restructuring accounting and finance departments to better align them with company goals and objectives.
In the summertime, Trish enjoys boating with her family on the Great Lakes with excursions around the mitten state and into Canada. She loves to be in the kitchen and makes a killer lasagna, she enjoys gardening (which means feeding the local deer population), walking her dog Cooper, she dabbles in cross stitch, plays the piano and flute, and spends time with family. Her philanthropic nature drives her to volunteer at a local dog shelter, she “pays it forward” by tutoring GED students, and is a Merit Badge and STEM counselor for her son’s Scout Troop.
Zuly is an innovative Controller and a restorer of financial operations. She specializes in root cause analysis and new process implementation to remedy issues. She is focused on process improvement to find ways to streamline processes and reduce unnecessary tasks. Her background is mostly in startups, government, and professional services.
Outside of work she spends her time outdoors with her family. She is military affiliated and loves to travel, camp, and explore. She and her family are car enthusiasts who partake in competitions and display their show car at various charity events. She enjoys helping the military community by providing advice and mentorship to spouses who want to start their own businesses.
Hadi is a critical thinker with a passion for data analysis and problem-solving. He’s an integral part of the FP&A and analytics process, building models and analysis that is used for ongoing operations, strategic decisioning, and capital raising.
Prior to Eventus, he worked at a marketing growth consultancy where he researched investment promotion agencies across 100+ countries for the Government of Jordan, resulting in the creation of a best practices guide and a promotion plan. Hadi also interned at the Massachusetts Office of International Trade and Investment (MOITI) where he assisted the Executive Director in financial reporting and planning.
While not building models and crunching numbers, Hadi enjoys worldwide travel, especially to new locals both global and stateside. He especially enjoys sampling local delicacies, the more unique the better.
Andreina has over 5 years of accounting experience, with a specialty in real estate property management. She has deep knowledge of small commercial properties all the way to larger Class A buildings as well as the ins and outs of construction. She always is looking to learn new things and meet new challenges.
Andreina is very dedicated to her family and is extremely close to her three sisters. She enjoys traveling which is reflected in the various different regions of the US she’s either been to or lived in.
Claude has over a decade of accounting experience in a variety of fields including construction accounting, health care, non-profit organizations, and small business bookkeeping. His attention to detail, analytical thinking, problem solving, and organizational skills allow him to welcome any challenge that arises in accounting. Claude’s areas of expertise include GAAP principles, Asset Allocation, Fixed Asset Depreciation.
Claude is a very talented musician. When he is away from his work desk, you can find him behind his piano practicing, spending time with his wife and energetic toddler either by taking long walks around the neighborhood or taking a swim in the community pool. Claude volunteers his music capabilities to his church as the director of music, as well as mentor multiple young minds in music or career choices.
Janeen is a seasoned accountant with experience in both for-profit and non-profit companies and a variety of industries including e-commerce and healthcare. She has been an integral part of numerous finance teams and most recently handled all aspects of the accounting cycle as a one-person finance department. Janeen’s specialty is her ability to adapt to change, whether in technology or accounting standards. She has assisted boards with key financial decisions based on her reports and analysis.
Outside of work, Janeen is into health and fitness, spending her time in the gym or playing tennis. She is also an avid foodie and will try anything once!
Lisa has been associated with accounting for most of her life. At a young age she started worked in her father’s family-owned business on accounting projects and day-to-day operations. After college she worked at a variety of large corporate, small business, and private equity owned entity experiences. Lisa owns all parts of the accounting process and is especially good at gathering disparate pieces of information and putting them together. Her varied experiences and ownership approach make her a valued team member.
Lisa is a proud mother of an Eagle Scout, active Scouting and theater mom, and enjoys paper crafts, crochet, hiking, and yoga.
Rasheedah is a seasoned accountant with fifteen years of experience in the public and private sector with a specialty in healthcare, oil and gas, retail and banking. Her focus on cleaning up financials, implementing new procedures, and improving the accounting process has led to significant savings for companies. Rasheedah also has a background in revenue cycle, billing, report writing, presenting complex accounting issues to non-accounting professionals, and bid administration. Outside of work, she enjoys traveling to any location that has blue water and sandy beaches, cooking and creating beautiful memories with family and friends.
Stacey is an experienced accountant in many different company structures: public and private, as well as not for profit. She is an expert in accounting process improvement and implementation and has led various companies through formation, ongoing operations, growth and organizational changes.
Outside of work you can find Stacey hiking, boating, gardening, watching her favorite sport, baseball, and enjoying time with her family and her rescue cats and dogs.
Stephanie is an accounting professional with close to a decade’s experience having worked with private and nonprofit companies. She is a utility accounting player with deep experience in month end close, reconciliations, and financial statement preparation. Her specialty is revamping procedures for efficiency.
Outside of work she likes to spend time with her family, workout in her home gym, and play video games. She explores the different activities her hometown of Chicago has to offer such as museums, festivals, and parks. Her go to workouts are HIIT and strength training and her favorite video game is Zelda.
Bio Coming Soon!
Bio Coming Soon
Shuly comes to Eventus Advisory Group, LLC as a driven professional with over 10 years of experience maintaining IT systems and implementing new hardware.
Prior to joining Eventus, she graduated from Barnard College with a B.A. in Computer Science and then worked in the IT departments at Barnard and Eastern Michigan University.
Shuly is married with four kids and has a sweet labrador who eats everything and anything! In her spare time, she enjoys knitting/crochet, baking, swimming, and spending time with family and friends.
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