CFO - CBJonline.comMar 31, 2014 · Page B28 2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014 Letter From The San Diego Business Journal 2014 CFO Awards of Distinction: HOFRPH WR RXU

Title Sponsors

In Association With CFORoundtable

Gold Sponsors

SAN DIEGO BUSINESS JOURNAL SUPPLEMENT

2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014www.sdbj.comPage B28

Letter From The San Diego Business Journal

2014 CFO Awards of DistinctionCraig SpitzChief Financial Offi cerStone Brewing Co.

Joseph A. HouseholderExecutive Vice President and Chief Financial Offi cerSempra Energy

Community Service AwardMartha J. DemskiSenior Vice President/Chief Financial Offi cerAjinomoto Althea Inc.

2014 CFO OF THE YEAR SUPPLEMENTMarch 31, 2014 www.sdbj.com Page B29

Congratulations to San Diego’s CFOs of the Year

calbanktrust.com/sandiego

CB&T is a proud Title Sponsor of the San Diego Business Journal’s CFO of the Year Awards 2014. We congratulate all of the nominees and celebrate the spirit of your outstanding achievements.

To learn more about banking for every stage of business, visit calbanktrust.com/sandiego.

After all, this is California and this is California banking.

Call 1-800-CALIFORNIA (1-800-225-4367) to reach your local CB&T banker.

Member FDIC ©2014 California Bank & Trust

THIS IS CALIFORNIA BANKING TM

Associate Publisher Bob Baranski

Supplements Editor Patti Anderson

Sales Manager Dale Ganzow

National Sales Manager

Linda Rohrer

Senior Account Executive

Lauren Mannella

Account Executive Rick Bushree

Account Executive Korey Castillo

Account Executive Kendahl Stein

Production Suzan Peterson

Supplement Facts

4909 Murphy Canyon Road, Suite 200

San Diego, CA 92123

858.277.6359

Fax 858.277.6393

E-mail: [email protected]

Web site: www.sdbj.com


Kim PeckCFONeighborhood House Association

Alan Stewart EVP and Chief Development Officer Epsilon Systems Solutions, Inc.

Paul C. SullivanExecutive VP CFO/OperationsYMCA of San Diego County

2014 CFO of the Year JudgesMark EmchVice President Finance & CFOSan Diego Convention Center Corporation

Vernon EvansVice President Finance TreasurerSan Diego County Airport Authority

Mark NeilsonFounderAccretive of San Diego


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2014 CFO of the Year Winners

continued on page B33

Business Nonprofit Category

Ashlee MicaleExecutive Vice President, Chief Financial OfficerSan Diego County Credit Union

Education Category

Sue RearicVice Chancellor, Business ServicesGrossmont-Cuyamaca Community College District

Government Category

Robert DeAngelisCFO/TreasurerSan Diego Unified Port District

Small Nonprofit Organization Category

Leslie LevinsonChief Financial Officer & Strategic Planning, Vice President Finance/AdministrationThe San Diego Foundation

Large Nonprofit Organization Category

Joseph MichalowskiCFOTERI

Small Privately-held Company Category

Peter LimonePresident & CFOInnovative Employee Solutions


When Results Matter...Intercare Delivers.

BUILDING HEALTHY PEOPLE AND COMPANIES.

TOGETHER.

EMPLOYEE BENEFITS I HEALTH & PERFORMANCE I RETIREMENT SERVICES | EXECUTIVE LIABILITY I PROPERTY & CASUALTY I LIFE & DISABILITYIntercare Insurance Solutions lic # 0D80830 www.intercaresolutions.com

Larry Eyler,CFO, Event Network

Intercare delivered on their promise to:

- Reduce our health care spend - saving 13%- Launch an aggressive wel lness plan in 82 locations nationwide

The Result: Free weekends

Layne RackleyChief Financial OfficerCentury 21 Award

Medium Privately-held Company Category

Bob EsquerraCFOSDA Security

Heather RosingCFO & ShareholderKlinedinst PC

2 0 1 4 C F O A W A R D W I N N E R S


continued from page B32


Large Privately-held Company Category

Brian MiliateCFOBaker Electric Inc.

Carisa AzziChief Financial Officer & Senior Vice PresidentWelk Resorts

Small Public Company Category

Richard VincentCFOSorrento Therapeutics, Inc.

Incredible results happen with better HR.

2 0 1 4 C F O A W A R D W I N N E R S


continued from page S33


Email [email protected] to receive an invitation

to enter for 2015.

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Together, CBIZ and MHM are the largest accounting provider in San Diego outside of the Big Four*. We offer all of the services you would expect from a

Big Four fi rm, delivered with personal service and competitive rates. Contact us to learn more about our offerings, including attest**, tax planning and consulting,

due diligence and other consulting and compliance services.

See what other CFOs dofor fun…and register for our

next CFO photo contest here: cbiz.com/cfo

#CBIZCFODavid Diamond • 858.795.2014 • [email protected] • www.mhmcpa.com @CBZMHM_SD

CBIZ MHM AND MAYER HOFFMAN McCANN P.C.

Congratulate theFinalists of the 2014

CFO of the Year Awards

*As ranked by San Diego Business Journal.

**Mayer Hoffman McCann P.C. is an independent CPA fi rm providing audit, review and attest services, and works closely with CBIZ, a business consulting, tax and fi nancial services provider.

The Secret Lives of CFOs

Medium Public Company Category

Paul MeurerExecutive Vice President, Chief Financial Officer & TreasurerRealty Income

Large Public Company Category

Eric EllingsenManaging Director/CFOCalifornia Bank & Trust

Mega Public Company Category

Marc StapleySenior Vice President and Chief Financial OfficerIllumina Inc.

2 0 1 4 C F O A W A R D W I N N E R Scontinued from page B34


Education Category

Robert J. BuscherChief Financial & Operations OfficerPacific Ridge School

Lora DuzykChief Business OfficerSan Diego County Office of Education

Nonprofit Organization Category

James BeaubeauxCFO/COOSan Diego County Medical Society

Casey CastilloVice President of Finance & AdministrationJacobs & Cushman San Diego Food Bank

David FuhrimanChief Financial OfficerMission Edge San Diego

Javier IslasDirector of FinanceAccion San Diego

2014 CFO of the Year Finalists2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014www.sdbj.comPage B36

Carisa Azzi, Winner, 2014The San Diego Business JournalCFO of the YearPrivately HeldLarge Company

CFO of the Year

It takes adept management and great teamwork

to create a quality guest experience. At Welk Resorts,

our family of associates delivers excellence every day.

This holds especially true for our Accounting and

Finance Department. We congratulate Carisa Azzi

for being recognized 2014 CFO of the Year!

Carisa Azzi, Senior Vice President,

Chief Financial Offi cer, Welk Resorts

Call to learn more about vacation ownership with Welk Resorts.

877.633.9406 | welkresorts.com

Northstar® Lodge by Welk Resorts, Lake Tahoe, CA

Sirena Del Mar by Welk Resorts, Cabo San Lucas, Mexico

Welk Resorts San Diego, Escondido, CA

Welk Resorts Branson, Branson, MO

Welk Resorts Palm Springs, Cathedral City, CA



Kelly RiseleyCFOSan Diego Humane Society and SPCA

Privately-held Company Category

Kevin ElliotCFOFilanc Construction

Lindsey BackChief Financial Offi cerJ Public Relations

Laura BallardCFOJacob Tyler Brand Communications Agency

Mick BarberCFOTekWorks Inc.

Sandra Brown CFOSullivan Solar Power

2 0 1 4 C F O A W A R D F I N A L I S T S


Brian Miliate2014 CFO of the YearLarge Private Company

Yo r lea er hip an nan ial vi ion ontri te to o r lega y an ehan yo for helping g i e o r ine ith integrity an e ellen e

Congratulations, Brian!

“We Deliver Energy Through People.”



Daniel T. CarterChief Financial Offi cerBevMo!

Mary Ann ErdosCFOTuscany Pavers Inc.

Paul EsajianFounder & CFOFortuneBuilders, Inc.

Robert GleasonChief Financial Offi cerEvans Hotels

Anthony GrahamCFOAcademy Securities

Colleen HarveyChief Financial Offi cerKarl Strauss Brewing Company


Upgrade Improves Patient CarePsychiatric Centers at San Diego’s “need for speed” allowed centrexIT to install an idyllic “speedy” IT infrastructure, within budget, that significantly improves their level of patient care.

“centrexIT created a “Ferrari”-

like high speed connection

between Psychiatric Centers’

12 locations, thus reducing

the level of frustration their

clinicians experience with a slower

IT system, allowing them more

interaction with each and

every patient… and that’s

a very good thing.”

Eric RockwellPresident/CIOcentrexIT

619-651-8700 www.centrexIT.com

Psychiatric Center’s “Need for Speed” Significantly Improves Patient Care

Submitted by CentrexIT

For more information on Psychiatric Centers at San Diego, visit https://www.psychiatriccenters.com/ or call 619-528-4600. For information on centrexIT, visit https://www.centrexIT.com or phone 619-651-8700.

2 0 1 4 C F O A W A R D F I N A L I S T S continued from page B37


Dan HoffmanFinance DirectorSOLO Eyewear

Shahram Homayounfar Vice President / Director of Finance & Human ResourcesDiving Unlimited International Inc.

Stefan KarnavasCFOSKLZ

Megan McReynoldsVP of FinanceM Bar C Construction Inc.

Brad MillerCFOQuestPoint

Trey MundayCFO/COOGreat Ecology

Linh NguyenDirector of Finance and OperationsFMT Consultants


www.calcpa.org

CALCPA IS A PROUD SPONSOR OF THE SAN DIEGO BUSINESS JOURNAL CFO OF THE YEAR AWARDS

Is Your CPA a CalCPA Member? CPAs can help protect your money in today’s tough economy, helping companies grow and families

members are California’s leading

who stay on top of the accounting profession’s latest best practices,

sure your CPA is a member of the

Behind all the numbers,

CalCPA Members. Trusted.

At the heart of sound decision making.

Local CPAs and CalCPA member leaders serving

business, the CPA profession and you.

… and CalCPA today.

Join them…

Teresa M. Reed, CPAGendron & Henriksen CPAs

Amber P. Setter, CPAIntention Setter: Leadership Coaching and Consulting

Elizabeth A. Smiley, CPA O’Donnell & Smiley

Paul A. Zimmer, CPA Brinig & Co Inc

Paul Scott, CPA Full Spectrum Consulting

Kelly A. Wallace, CPAIllumina Inc.

Joseph A. Forlenza, CPA Ameriprise Financial

Jason Brenier, CPA Polito Eppich Associates




Anna NursalimChief Financial Offi cerNew Horizons Computer Learning Centers of Southern California

Kevin O’HareCFOAIS (American Internet Services)

Michael F. PogueChief Financial Offi cerprAna Living, LLC

Keith RichmondChief Financial Offi cer AKA The Money ManGreenRope

Elicia RitterVP, Finance & AccountingEventful Inc.

Jon RodriguezCFOGafcon Inc.


Walden Family Services Proudly Congratulates Leslie Levinson of the San Diego Foundation and Vice Chair of Walden Family Services Board of Directors for Winning

San Diego Business Journal’s CFO of the Year Award.

Congratulations

6150 Mission Gorge Road, Suite 210San Diego, CA 92120(619) 584-5777www.waldenfamily.org

At Sempra Energy®, we

understand the power of

leadership. We’re proud that

our Executive Vice President

and Chief Financial Officer

Joseph Householder has been

honored with the San Diego

Business Journal’s Lifetime

Achievement Award at the

“2014 CFO of the Year Awards.”

We salute all of the award

nominees and recipients who

inspire and lead San Diego.

Powered by leadership

sempra.com

2 0 1 4 C F O A W A R D F I N A L I S T S continued from page B39


betterment

adaptation

restoration

Unit of Property

Safe Harbors

By Gary R. McBride, CPA Gary R. McBride, CPA, is an accounting professor at California State University, East Bay.About CalCPAThe California Society of CPAs (CalCPA.org) is the nation’s largest state accounting organization and the largest CPA association in California. It serves 40,000 members in private industry, public practice, education and government. CalCPA works to increase the value and promote the integrity of the CPA profession, contribute to the success of its members and strengthen client, employer, public and government trust in CalCPA member advice, work products and opinions. Make sure your CPA is a CalCPA member!

To Expense or Capitalize? It’s Often a Tough Decision


For more information contact Justin Neglia at 619.237.1960 or [email protected]

w w w. s a n d i e g o s y m p h o n y. o r g

Treat Yourself, Treat Your Client.Entertain in style at the

Champagne Chalet Includes 30 seats and 15 parking spaces per concert.

Full service catering available.Availability is very limited, so Reserve Now!

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MIX & MINGLE CHALET SEATING AMAZING VIEW


2

Gregory SpencerPresidentPlatformConsultants.com

Bob SweeneyCFONational Funding

John TeoticoCFOMotive Interactive

Debbie WilliamsChief Financial OfficerAnderson Plumbing, Heating & Air

Barry WilliamsonChief Financial OfficerGMI Building Services & Guard Management Inc.

Public Company Category

Robert HoffmanCFOArena Pharmaceuticals

Kevin McCartyCFOMRC Smart Technology Solutions

Jay NovakChief Financial OfficerInternational Stem Cell Corporation

Clark RussellCFOMitek

J. Andrew RuffPresident & CFOTGG Accounting

Paul SanfordCFOACE Relocation

Carol SchnuggCFOGovX Inc.

John SommatinoCEO/CFOLaptops Plus


2 0 1 4 C F O A W A R D F I N A L I S T Scontinued from page B40

The McGladrey team congratulates Stone Brewing Co.’s Chief Financial

Officer, Craig Spitz, on receiving the 2014 Exemplary CFO award.

We also congratulate the other individuals included in this year’s impressive list of CFO of the Year finalists.

Contact Terri Huffman at 619.516.1166 or visit www.mcgladrey.com.

MCG0314-TB

For details and tickets, visit www.hccsd.org or email [email protected].

HCC invites you to an evening filled with literary charms from past and present, as we celebrate the biggest night for

health care communicators. Join us and find out who is San Diego's extraordinary health care communicators.

Thursday, April 10, 2014, 5:30 p.m.

Health Care Communicators

A spectacular event celebrating HCC’s Finest Awards

San Diego Central Library.at the new

of San Diego andAMN Healthcare presents


Nominations Now Open

Healthcare ChampionsThursday, August 14, 2014

4:00 - 7:00 p.m.Special Networking Reception and Awards Program Heavy hors d’oeuvres and cash bar

Every day heroic acts, steadfast dedication,

extraordinary service and professionalism

are seen frequently in our community. The

San Diego Business Journal 2014 Health

Care Champion Awards honors individuals

within the San Diego community who have

demonstrated exceptional leadership and

innovation in the rapidly changing health

care industry.

Categories:

• Company CEO or President

• Company Executive • Community Leader

• Emergency Medicine

• Health Care Entrepreneur

• Health Care Innovation

• Health Care IT • Physician • Nurse

• Wellness

Nomination Deadline: June 19, 2014

Nominate or order tickets online at:

http://www.sdbj.com/bizevents/

Ticket price includes a 26-week subscription to the San Diego Business Journal ($15.00

allocated to the subscription). Current subscribers may gift their 26-week subscription to a

colleague.

Event Information:

Contact the Events Department at 858.277.6359

Presented by


Winner Paul Meurer, Realty Income

Lifetime Achievement Award Winner Joseph Householder, Sempra Energy

Community Service Award Recipient Martha Demski, Ajinomoto Althea Inc.

Winner Robert DeAngelis, San Diego Unified Port District and Casey Castillo, Jacob & Cushman San Diego Food Bank

Winner Joseph Michalowski, TERI

Heidi Saulsbury, Gold Sponsor TriNetWinner Layne Rackley, Century 21 Award

Armon Mills, President and Publisher, San Diego Business Journal, Maggie Osburn, Gold Sponsor Intercare Insurance Solutions, and Reo Carr, Executive Editor, San Diego Business Journal

Winner Leslie Levinson, The San Diego Foundation

Winner Eric Ellingsen and Marina Phillips, both with Title Sponsor California Bank & Trust

Gregg Landers, Gold Sponsor C B I Z / M a y e r H o f f m a n McCann

W i n n e r S u e R e a r i c , Grossmont -Cuyamaca Community College District

San Diego Business Journal EventON THE SCENE2014 CFO of the Year Awards


Kim Molzahn, Lance Wankier, Winner Brian Miliate, Ted Baker, and Ashley Arant, all with Baker Electric Solar

Marta Islas and Javier Islas, Accion San Diego

Winner Carisa Azzi, Welk Resorts

Winner Bob Esquerra and Jennifer Carney, SDA Security

Winner Marc Stapley, Illumina Inc.

2014 CFO Award Judges: Paul Sullivan, YMCA; Alan Stewart, Epsilon Systems Solutions Inc.; Kim Peck, Neighborhood House Association; Mark Neilson, Accretive of San Diego; Vernon Evans, San Diego County Regional Airport Authority; and Mark Emch, San Diego Convention Center Corporation

Winner Rich Vincent, Sorrento Therapeutics Inc.

Winner Peter Limone and Tania Fiero, both with Innovative Employee Solutions

Armon Mills, President and Publisher, San Diego Business Journal, Exemplary Award Winner Craig Spitz, Stone Brewing Co., and Reo Carr, Executive Editor, San Diego Business Journal

Winner Ashlee Micale, San Diego County Credit Union, Dan Micale, Deland Solutions, and Steve Borg, Title Sponsor California Bank & Trust

t Becca Linekin, Title Sponsor Cox Business

Winner Heather Rosing, Klinedinst PC

Tory Nixon, Title Sponsor California Bank & Trust

Documents

CFO - CBJonline.comMar 31, 2014 · Page B28 2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014 Letter From The San Diego Business Journal 2014 CFO Awards of Distinction: HOFRPH WR RXU