Financial Analysis Expert Witness

Expert Witness No.2117

Education & Certification

BA, Economics, Stanford University, 1968
MBA, Santa Clara University, 1970
CMA (Certified Management Accountant), 1975
CMC (Certified Management Consultant), 1988
CBC (Certified Business Counselor) 1998

Background

Military Service: 1970-1972, Officer, United States Air Force

Listed in Marquis Library Reference:
Who’s Who in the West
Who’s Who in America
Who’s Who in the World
Who’s Who in Finance and Industry

Former faculty member, University of Nevada, Reno

Former faculty member, University of Phoenix

Former faculty member, Sierra Nevada College

Regional Advisory Board Member, U.S. Bank

Advisory Board Member, UNR College of Business Administration

Director, Meridian Business Advisors

Director, Economic Insights

Director, Veterinary Ventures

State of Nevada Entrepreneurship Task Force, appointed by Lt. Governor (2000-2004)

Industry and Consulting

2002-Present, C.E.O./Director/Principal, (Nevada and Arizona)
NorthStar Investors, Inc.
Private Holding Company

1989-2001, Managing Principal, (Nevada and Arizona)
Howard Consulting Group, Inc.
Management Consulting Services

1987-1989, Manager, (Nevada and Arizona)
Grant Thornton, CPAs
Management Consulting Services

1985-1987, Managing Principal, (Arizona)
Howard & Associates
Management Consulting Services

1981-1985, C.O.O., C.F.O. and Director, (Arizona)
Health Tech Management, Inc.
National Dental Services Franchising Company

1977-1981, Treasurer, C.F.O, (Arizona)
Pioneer Industries, Inc.
Publicly-Traded Holding Company

1974-1977, Operations Manager, Controller, (Arizona)
Jensen Tools & Alloys, Inc.
Subsidiary of Publicly-Traded Holding Company

1972-1974, Consultant, (Arizona)
Ernst & Young, CPAs          
Management Consulting Services

Teaching

University of Phoenix (1985-1987, Faculty Member)

Advanced Managerial Finance (Graduate – MBA)
Fundamentals of Executive Management (Graduate – MBA)
Management of the Total Enterprise (Graduate – MBA)
Research and Planning for Management (Graduate – MBA)
Managing Organizational Change (Graduate – MA Management)
Economics for Business (Lower Division)
Investment Analysis (Upper Division)
Management and Leadership (Upper Division)
Financial Planning and Control (Upper Division)

University of Nevada, Reno (1991-2001, Faculty Member)

Introduction to Business (Lower Division)
Corporation Finance (Upper Division)
Intermediate Finance (Upper Division and Graduate)
Accounting Systems Automation (Upper Division)
Marketing Management (Upper Division)
Business Valuation (Upper Division)
Strategic Planning (Upper Division)
Organizational Behavior (Upper Division)
Business Basics (Doctoral Program – Clinical Psychology)

Sierra Nevada College (2003, Faculty Member)

Entrepreneurial Finance (Upper Division)

Professional Lecturing

Organizations to which presentations have been given:

Grant Thornton, CPAs (x6)
Institute of Internal Auditors
Construction Financial Managers Association
Cash Management Association
Builder’s Association of Northern Nevada
Reno, Sparks Rotary
American Marketing Association
Student Accounting Society, UNR (x3)
University of Arizona, School of Entrepreneurship
Estate Planning Council (x2)
Carson City Chamber of Commerce
National Innovation Workshop – U.S. Small Business Administration
Practicing Foresters Institute Trust – National Training Conferences (x5)
Morrison College (x2)
Truckee, California Chamber of Commerce
National Bureau of Professional Management Consultants
International Business Student Association
Institute of Certified Business Counselors
Kafoury Armstrong, CPAs
Institute of Management Accountants (x3)
Institute of Management Consultants (x2)
Angling for Angels Conference
Sierra Vision Launch Conference
Geneva Conference
University of Nevada, Reno, College of Business Administration (x5)
Nevada Society of CPAs

Expert Witness

Issues:

Financial analysis
Business valuation
Economic loss
Franchising
Business interruption
Lost earnings
Unfair termination

Publications

Available upon request.