IFGPR Presentation

FGIFGI

www.ifgpr.com for all your project resource needs . . . 1

FGIFGII N T E R N A T I O N A L F I N A N C I A L G R O U P

PROJECT RESOURCING PROJECT RESOURCING Management and Management and

Sustainable SolutionsSustainable Solutions

www.ifgpr.com

FGIFGI


Overview

Overview

FGIFGI


About Us . . .

What We Believe . . .We believe great people are the number one reason projects succeed.

What We Do . . .We provide exceptional resources and solutions for Finance, Accounting, Audit, Tax, Risk Management, Process Improvement, and Information Technology projects.

Where We Are . . .IFG has offices across the Unites States and Canada, and has has extensive experience completing projects all over the world.

Who We Are . . .In Washington DC, IFG is led by exceptional business professionals, who represent over 60 years of senior project experience and who individually share a passion for on time delivery of unparalleled service to their customers.

Overview

How We Work…We focus all work on ensuring confidence through responsible and accountable service that results in effective & sustainable solutions.

How We Work…We focus all work on ensuring confidence through responsible and accountable service that results in effective & sustainable solutions.

FGIFGI


What We Believe . . .

• IFG believes deterministic exceptional people, strategically positioned, to enhance methodology, are the key to project success– We only work with professionals who have honed and proven their abilities over

an extended period of time

– We take great care in matching the “RIGHT” resource to your needs for unparalleled customer satisfaction

• We believe that delivering great project resources at an excellent value is our mission, a mission we take great pride in – We have modeled IFG to allow us to provide very experienced consultants at

rates that are more than competitive within the marketplace

– Value also is provided through great flexibility. Our resources are there when you need them and in the capacity that you need them – as project leads, as key team members, as temporary solutions

Overview

FGIFGI


Mission . . .

We exist to support our clients in meeting their business and

governance objectives, mitigating risk, enhancing

performance, and assuring sustained confidence through

strengthening controls and integrity for the benefit of

stakeholders, shareholders and the public.

Mission

FGIFGI


Core Values . . .

ABSOLUTE:

Accountability

Integrity

Reliability

Responsibility / Ownership

Client Best Interest

Mission

FGIFGI


Our Scope of Capabilities . . .• Finance & Accounting

– Financial Reporting, SEC Compliance, M&A Support– Budgeting, Financial Analysis, Accounting Support

• Risk Based Audit, Assessment, and Compliance– GAO, OMB A-119,NIST, NTTAA, Yellow-Book All Phases– Enterprise Risk Assurance – IA Outsourcing, Audit Support - Financial, IT, Compliance

• Enterprise Risk Based IT and Process Improvement– Process Optimization (Improvement / Reengineering)– Software Selection, Implementation, General IT Support– Control Validation/Certification and Refinement

• Information Management Solutions– Secured Shredding, Collocation Storage and Digital Archival– Property rights and copyright protection

• Interim and Project-To-Hire– Accounting Managers, Ass’t Controllers, Controllers, CFO’s, CIO’s, CTO’s, CAE’s, CCO’s . . .– Audit, Tax, IT, HR, Risk Mgt., Compliance, and Specialized Business Professionals, All Levels

TAX and Tax Risk

Services

Finance & Accounting

Interim & Project-To-Hire

Audit, Compliance,

Enterprise Risk Assurance

IT & Process Enterprise Process,

Software & Control

Overview

FGIFGI


Where We Are . . .

IFG can meet all your project resource needs, nationally and internationally

– 12 offices and growing

– Multiple languages

– Experience doing projects in all states and in over 15 European and Asian countries

South Florida (2)

Atlanta

Washington DC

Pittsburgh

New York

Toronto (2)

Raleigh-Durham

San Francisco

Columbus

Dallas

Overview

FGIFGI


Who We Are In Washington DC. . .

• IFG in Washington DC is led by an experienced “Executive Team” of exceptional professionals

• - Eric B. Cohen, CPA- Sally S. Cohen

The overriding passion of each Executive Team member is to make your IFG experience a successful and truly satisfying one.

• IFG’s project professionals come from corporate, public and consulting backgrounds– Our professionals average over 15 years of business experience, with many

having more than 30 years– Certifications include CPA, CA, CIA, JD, CISA, and MBA

Overview

FGIFGI


Who We Are In Washington DC. . .

Washington, DC’s IFG Group

Team:

[ 60 + collective years of financial, operation, IT, compliance, risk assurance, and management

experience]

Eric B. Cohen, CPA

Sally S. Cohen

Overview

FGIFGI


Who We Have Helped . . .• The following are some of IFG’s client's . . .

Overview

FGIFGI


FGIFGI


Approach

Approach

FGIFGI


The IFG Approach

• At IFG, we have developed a rigorous approach to providing and supporting our clients with the very best professionals available

• While rigorous, our 5-Step approach to resource management support and enterprise risk assurance is very straight-forward:

D. Design I. Identify Risks / Issues / Problems

R. Research D. Define owner / Stakeholder

I. Identify E. Evaluate Impact

V. Verify A. Assess Dependencies

E. Execute S. Structure Actions

Approach

FGIFGI


D.R.I.V.E. Explained

Define We sit down with each client to gain an understanding of their needs. Once completed, we Define each assignment clearly in

writing.

Research Our next step is to Research prospective solutions by reviewing internal (proprietary) and external sources for potential candidates.

Identify From our list of potential candidates, we Identify the resources that “best fit” our clients requirements (experience, industry, certs, etc.)

Verify Once identified, we interview and reference check each candidate to Verify their credentials. Only appropriate candidates are submitted.

Execute After the candidate(s) has been verified, we Execute delivery to the client. We help arrange client interviews, answer questions, and if

the candidate is selected, we handle all final arrangements.

Approach

FGIFGI


I.D.E.A.S. For Enterprise Risk Assurance

Identify Following Government and Professional standards we Identify, Classify and Prioritize risks, problems and issues facing your critical processes and systems.

Define To ensure accurate, complete, and timely findings, we define owner(s) and stakeholder(s), and verify and qualify their organizational function and authority.

Examine

Assess Once identified, we interview and reference check each candidate to Verify their credentials. Only appropriate candidates are submitted.

Structure After the candidate(s) has been verified, we Execute delivery to the client. We help arrange client interviews, answer questions, and if the candidate is selected, we handle all final arrangements.

Approach

FGIFGI


Executing the Project

• Our job is not over once your resource arrives or the assessment is complete . . .– While the project is underway, a member of the executive team will

communicate with both you (or a designate) and the project resource on a regular basis to

• Assure consistent quality and allow for all issues to be identified and addressed in a timely fashion

• Eliminate surprises

• Our DRIVE and IDEAS process and frequent project follow-up ensures that you receive only the very best project resources and engagement services at or above expectations for the entirety of the project.

Approach

FGIFGI


Deliverables

Deliverables

FGIFGI


Cost Effective & Timely Solutions - Risk Based. . .

• Objective & Independent Assessment - Finance, Process, IT,Accounting, & Enterprise Risk, Compliance and BusinessContinuity

• Alignment - Standards, Policy and Best Practice• Compliance Assurance & Validations - PCIA 2010/2020,

NIST, others• Privacy Assurance & Validations• IT Security Assurance / Certification Control Validation• Operational, IT, Vulnerability, and Risk Assessments• Audits - Financial, IT, Process, Compliance• Project Management

Deliverables

FGIFGI


Our Professionals and Projects Deliver. . .

• Timeliness - We Meet Milestones and Deadlines• Complete - Reliable - Accurate, and - No Surprises • Risk Based Findings• Cost Effective Workable and Best-in-Class Solutions & Recommendations• Aggressively Managed Engagements• Encourage: Client Oversight - including:Congressional /

Committee reporting

Deliverables

FGIFGI


Our Professionals . . .

• Extensive network of business professionals in Washington DC and Nationally.

• Over 95% of our professionals have 10+ years of business and business risk/audit/compliance experience, with many having 30+ years

• Experience is divided among public accounting, consulting, and corporations

• Former positions held include Big 4 Partner, Chief Financial Officer, Managing Director, Corporate Controller, Director of Internal Audit, Global Director IT Audit, Director of SEC Reporting and many more.

Project Resource and Solution Qualifications

FGIFGI


Service Delivery Examples . . .

Consulting Projects• Internal Audit

• IT Audit

• Enterprise Risk Assurance

• Policies, Standards, & Procedures

• Balance Sheet Analysis and Clean-up

• Financial Analysis

• Budgeting / Forecasting

• Purchase Accounting

• FAS 109, FIN 48, 1031

• Software Selection

• Profitability Analysis

• Cost Accounting

• IT Earned Value Management Validation

Interim Management Projects

• Chief Financial Officer and CAO• Controller and Assistant Controller• Director of Finance• Director of Reporting • Director of Audit & IT Audit• Director of Planning • Director of Receivables• Director of Payables• Director of M&A• Internal Auditor• HR Director• Accounting Manager • Investor Relations• Treasury Analyst• Senior Financial Analyst

Examples

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Project

Eric B. Cohen CPAManaging Director

IFG Project Resourcing(301) 941-1822(508) 641-5204

[email protected]

Eric B. Cohen CPAManaging Director

IFG Project Resourcing(301) 941-1822(508) 641-5204

[email protected]

FGIFGI


FGIProject ResourcingINTERNATIONAL FINANCIAL GROUP