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
2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014www.sdbj.comPage B30
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
2014 CFO OF THE YEAR SUPPLEMENTMarch 31, 2014 www.sdbj.com Page B31
Your business, big or small, needs solutions that are as unique as the San Diego landscape. That’s where Cox Business excels. From the Fortune 500™ to sole proprietorships, every customer receives the same level of dedication and commitment. Our voice, data and business TV solutions are scalable, reliable and tailored to fit your needs. And though we’re local, doing business where you do business, we have the power to reach nationwide. Cox Knows Business.
Strengthen your business with the power of ours.
Let’s Talk. Call today to ask about our latest promotions!
(877) 287-4713visit us at coxbusiness.com
Services provided by Cox Business, a division of CoxCom, LLC. Services not available in all areas. Other restrictions apply. ©2014 CoxCom, LLC. All rights reserved.
2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014www.sdbj.comPage B32
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
2014 CFO OF THE YEAR SUPPLEMENTMarch 31, 2014 www.sdbj.com Page B33
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 on page B34
continued from page B32
2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014www.sdbj.comPage B34
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 on page B35
continued from page S33
2014 CFO OF THE YEAR SUPPLEMENTMarch 31, 2014 www.sdbj.com Page B35
Email [email protected] to receive an invitation
to enter for 2015.
© C
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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
continued on page B36
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
continued on page B37
continued from page B35
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
2014 CFO OF THE YEAR SUPPLEMENTMarch 31, 2014 www.sdbj.com Page B37
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.”
continued from page B36
continued on page B38
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
2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014www.sdbj.comPage B38
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
continued on page B39
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
2014 CFO OF THE YEAR SUPPLEMENTMarch 31, 2014 www.sdbj.com Page B39
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
continued from page B38
continued on page B40
2 0 1 4 C F O A W A R D F I N A L I S T S
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.
2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014www.sdbj.comPage B40
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
continued on page B42
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
2014 CFO OF THE YEAR SUPPLEMENTMarch 31, 2014 www.sdbj.com Page B41
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!
Includes 30 seats and 15 parking spaces per concert.Full service catering available.
Availability is very limited, so Reserve Now!
MIX & MINGLE CHALET SEATING AMAZING VIEW
2 0 1 4 C F O A W A R D F I N A L I S T S
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
2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014www.sdbj.comPage B42
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
2014 CFO OF THE YEAR SUPPLEMENTMarch 31, 2014 www.sdbj.com Page B43
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
2014 CFO OF THE YEAR SUPPLEMENT March 31, 2014www.sdbj.comPage B44
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
2014 CFO OF THE YEAR SUPPLEMENTMarch 31, 2014 www.sdbj.com Page B45
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