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Page S24www.sdbj.com2013 CFO OF THE YEAR SUPPLEMENTMarch 18, 2013CFO of the Year WinnersEDUCATIONSally RoushVice President ofBusiness and FinancialAffairsSan Diego StateUniversityGOVERNMENTMariaKachadoorianFinance DirectorCity of Chula VistaSMALLNONPROFITORGANIZATIONPaul RedfernSMALLPRIVATELY-HELDCOMPANYRick UrbanChief Financial Officer2-1-1 San DiegoCOO / CFOQuality ControlledManufacturing MEDIUMPRIVATELY-HELDCOMPANYCraig SpitzChief Financial OfficerJewish Family Service ofSan DiegoPUBLIC COMPANYJay BiskupskiChief Financial OfficerPeregrine SemiconductorCorporationChief Financial OfficerStone Brewing Co.LARGENONPROFITORGANIZATIONKim PeckLARGEPRIVATELY-HELDCOMPANYAlan R. StewartVice President and ChiefFinancial OfficerNeighborhood HouseAssociationExecutive Vice Presidentand Chief Financial OfficerEpsilon SystemsSolutions, Inc.CFO of the Year FinalistsEDUCATION CATEGORYEDUCATIONSally RoushVice President of Businessand Financial AffairsSan Diego StateUniversitywww.sdsu.eduSally Roush is asmuch an institution at San Diego State University as MontyMontezuma – except she dresses better. For30 years, her influence and impact have beenfelt throughout campus as her stewardship hasbeen critical in maintaining the educationalorganization’s financial stability and growth.As chief financial officer of one of California’slargest state universities, Roush oversees thefiscal activities of the school as well as numerous other entities including nonprofit supportorganizations with combined annual revenuesof 600 million. Roush’s prudent managementand conservative approach to budgeting keptthe university on sound financial footing asthe economic slowdown impacted everythingfrom state funding to endowments.She is responsible for completion of the university’s master plan and countless construction projects that have advanced SDSU inareas from research to student housing to theuniversity trolley station. She has spearheadedthe establishment of an independent philanthropic foundation in concert with developingauxiliary organizations to support the criticalneed for private monies to bridge the gap inhigher education funding.As a tireless Aztec booster Roush routinelydonates to various entities at SDSU includingathletics, KPBS, and The Campanile Foundation and she sits on the boards of the SanDiego State University Foundation and AztecShops, Ltd. Additionally, she serves on national organizations including the WesternAssociation of College and University Business Officers and the National Association ofCollege and University Business Officers. Shealso volunteers at bird and animal rescue organizations.GOVERNMENT CATEGORYGOVERNMENTMaria KachadoorianFinance DirectorCity of Chula Vistawww.chulavistaca.govWhat does someoneborn and raised inChula Vista do whenthey have been given the training and opportunity to go anywhere? If you are MariaKachadoorian you stay right where you areand become a critical part of the city’s infrastructure. She has brought a lifetime of experience and dedication that has helped theCity survive a major economic collapse andregain its financial footing. Finance DirectorKachadoorian leads a team of 26 professionalsthat have worked diligently to move the Cityof Chula Vista from financial crisis to financialsustainability.Before the economic recession, Chula Vistawas one of the fastest growing cities in thecountry with unprecedented development.As the economy began to deteriorate in 2008,the financial impacts were felt citywide. Chula Vista City Manager Jim Sandoval workedwith Kachadoorian and the other departmentheads to take action. Her leadership was crucial in helping the City climb out of a deepfiscal hole. She developed the Fiscal Recovery& Progress Plan which summarized by majorcategory the various steps the City shouldtake in order to achieve long-term fiscal resiliency. The results, Fiscal 2012 saw the 4thconsecutive year that the City’s General Fundoperating reserves reflected positive growthand the City now has maintained a favorablecredit rating of A-.A first-generation college graduate, Kachadoorian acknowledges that her educationwas key to her professional accomplishments.She is passionate about supporting educational causes and encourages opportunity for herstaff and colleagues. She also gives back to herhometown through her involvement with theChula Vista Rotary.NONPROFIT ORGANIZATION CATEGORYNONPROFITORGANIZATIONLeonard DodsonChief Financial OfficerPlanned Parenthood of thePacific stLeonardDodsoncame to Planned Parenthood of the PacificSouthwest (PPPS) in 2006 to serve as chieffinancial officer when the organization’s revenues were 33 million. Since then, he hasbeen instrumental in increasing that figureby 65 percent in just four years and at a timeof incredible challenge to ensure the sustainability of PPPS. Working with the executivemanagement team, Dodson instituted numerous refinements such as automating many financial processes and focusing on investing inservices; consolidation of information technology; and implementing new processes toincrease efficiencies and reduce overhead. Additionally, Dodson led the way in expandingthe role that commercial contracting played inthe expansion of PPPS’ health services to thecommunity.NONPROFITORGANIZATIONEmilia GabrieleVice President of Financeand AccountingSan Diego WorkforcePartnershipworkforce.org/In her role as vicepresident of finance and accounting at SanDiego Workforce Partnership, Emilia Gabriele leads the process to develop and monitormechanisms that ensure fiscal integrity. Shesuccessfully oversees decisions that have positively impacted the service organization’s 35million budget. Her leadership in the areas ofbudgeting and monitoring has protected theorganization’s sustainability. Gabriele leads alarge and diverse department of in accounting, finance, human resources, facilities, procurement, and compliance. Her backgroundincludes previous roles as an internal revenueofficer for the U.S. Department of Treasury.continued on page S25

March 18, 2013www.sdbj.com2013 CFO OF THE YEAR SUPPLEMENTPage S25continued from page hief Financial OfficerJewish Family Service ofSan Diegowww.jfssd.org/Under Guinevere (Guin) Kerstetter’s leadership as chief financial officer, Jewish Family Service of San Diego (JFS) has garnereda reputation for solid financial managementwith funders, government officials, and donors. She is responsible for the agency’s 17million budget that encompasses more than50 social service programs. On her watch JFShas never had an audit issue and has receivedCharity Navigator’s highest 4-star rating forfive consecutive years for sound fiscal management, accountability, and transparency. Only5 percent of the charities nationwide havereceived this honor and can make this claim.She has implemented checks and balances andnumerous systems contributing to the organization’s financial health and transparency.During this past year, she was instrumental innegotiating the financing for a new building toexpand JFS’s footprint in San Diego, responding to countless time-sensitive requests for financial analysis from the committees workingon the project. The new building will provideJFS with a much-needed additional 18,000square feet to better serve the growing needsof the San Diego community. Under her leadership, JFS has more than tripled in size andrelocated its headquarters to its present location in Kearny Mesa.plex Balboa Park collaborative project involving multiple organizations. Landicho is a dedicated mother and also serves as a volunteer onthe audit committee for 2-1-1 San Diego.NONPROFITORGANIZATIONLarry ManleyChief Financial OfficerNAMM - NationalAssociation of MusicMerchantswww.namm.org/North County SanDiego is home to an association that promotes music on a global basis. NAMM andthe NAMM Foundation supports the musicindustry through international outreach anda locally popular Museum of Making Musicin Carlsbad. NAMM’s Chief Financial OfficerLarry Manley has contributed to the successof the organizations with his thorough knowledge of traditional accounting and finance,and his understanding of the nuances of thenonprofit world. He has helped lead the museum into its best year since 2000. Though therecession, increased regulation and scrutinyfrom government agencies, as well as a rapidlychanging music products have all been majorchallenges for NAMM; with Manley’s guidance, last fiscal year was the largest surplus inthe association’s 112-year history.NONPROFITORGANIZATIONRichard MezaCFOSan Diego TourismAuthoritywww.sandiego.orgof overseeing the financial health of The SanDiego Tourism Authority. The organization isa private, nonprofit, mutual benefit corporation composed of approximately 1,100 member organizations, As a sales and marketingorganization, the main objective of the SanDiego Tourism Authority is to promote andmarket the San Diego region. It employs astaff of approximately 70 full-time people and15 people on a part-time basis. The San DiegoTourism Authority also benefits from a largegroup of dedicated volunteers.NONPROFITORGANIZATIONJoseph MichalowskiChief Financial OfficerTERI, Inc.www.teriinc.org/CFO Richard Meza isin a pivotal positionOn an average day it’scontinued on page S27CalCPA is a proud sponsorof the San Diego Business Journal CFO of the Year AwardsLocal CalCPA San Diego member leaders NONPROFI TORGANIZATIONDan KrallChief Financial OfficerGirl Scouts San Diegowww.sdgirlscouts.org/Dan Krall has earnedhis own set of meritbadges. Though hisofficial responsibilities are chief financial officer for Girl Scouts San Diego, he always canbe seen on the front lines when any staff volunteer opportunity arises, distributing cookiesat the warehouse and regional outlets; building sets for the Urban Campout fundraiser; orhanging posters, serving food and directingtraffic at other Girl Scout events. Krall inherited several complicated compliance issues whenhe joined the leadership team two years ago.Working with an outside pro bono consultant,he has implemented a number of their recommendations; including improving internalcontrols and establishing a monthly accounting closing process that has significantly increased the quality and timeliness of financialinformation and communications to the board.Elizabeth A. Smiley, CPAPrincipal, O’Donnell & SmileySan Diego Chapter President2013-14Paul A. Zimmer, CPAPrincipal, Brinig & Company Inc.San Diego Chapter President2012-13Behind all thenumbers,people are thebottom line.Nai Y. Hwang, CPAAuditor, UCSDSan Diego Chapter President2011-12NONPROFITORGANIZATIONSandra LandichoChief Financial OfficerSan Diego Air &Space Museumwww.aerospacemuseum.org/With more than 20years of professional service in non-profits,Chief Financial Officer Sandra Landicho is akey member of the senior management teamof the San Diego Air & Space Museum andis involved in virtually all decision making forthe museum. Her accomplishments in 2012have included successful contract negotiationsfor upcoming exhibits, oversight of all budgeting, financial reporting and audit requirements for the museum. She also has been a keyrepresentative for the organization in a com-Melody S. Thornton, CPAPrincipal, MS Thornton CPASan Diego Chapter President2010-11Joseph A. Forlenza, CPAFinancial Advisor,Ameriprise FinancialSan Diego Chapter President2009-10CalCPA Members.Trusted.At the heart ofsound decisionmaking.www.calcpa.org

www.sdbj.comPage S262013 CFO OF THE YEAR SUPPLEMENTMarch 18, 2013Start with passion.Add dedication and insight. Blend wellYour success is a mix of passion, dedication, and insight. At Deloitte Growth Enterprise Services, we use the same ingredientsto provide middle market companies the blend of services they need to make sound decisions. It’s a recipe that’s hard to beat.To learn more about Deloitte Growth Enterprise Services and its customized offerings for mid-market and privately held companies,contact Chris Allen at 1 619 237 6512 or email us at dges@deloitte.comGain insight with Perspectives, our series of reports, webcasts, and events for mid-market and privately held companies at www.deloitte.com/us/dgesAs used in this document, “Deloitte” means Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial AdvisoryServices LLP, and Deloitte Tax LLP, which are separate subsidiaries of Deloitte LLP. Please see www.deloitte.com/us/aboutfor a detailed description of the legal structure of Deloitte LLP and its subsidiaries.Certain services may not be available to attest clients under the rules and regulations of public accounting.Copyright 2013 Deloitte Development LLC. All rights reserved.36 USC 220506Member of Deloitte Touche Tohmatsu Limited1601-65598 Blender SanDiegoBJ.indd 12/28/13 3:59 PM

March 18, 2013www.sdbj.com2013 CFO OF THE YEAR SUPPLEMENTPage S27continued from page S25typical to see Joe Michalowski with clients,participating in fitness competitions, and evenrocking out on the guitar at company events.At Training, Education, Research, & Innovation (TERI), a San Diego-based nonprofit center that advocates for people with autism andother developmental disabilities, Michalowski’s role as chief financial officer encompassesmuch more than just crunching numbers. Inhis 19-year tenure with TERI, he has taken ahands-on, common sense approach, to managing the organization’s 17 million annualoperating budget.TERI has grown from 30employees and one building to more than 400employees, 12 residential group homes, twonon-public schools, an adult day care center,and a thrift store. Michalowski spearheadedworking with the County of San Diego andCity of San Marcos on the construction of anew facility, the Charles R. Cono Campus ofLife.LARGE NONPROFITORGANIZATIONKim PeckVice President and ChiefFinancial OfficerNeighborhood HouseAssociationwww.neighborhoodhouse.org/As vice president and chief financial officerfor the vast social service nonprofit, Neighborhood House Association (NHA), Kim Peck hascreated a financial model that allows for fiscalefficiency in operating 13 different programsand funding from state, federal, county andprivate sources. Peck has overseen an 84 million budget and has created financial systemsthat ensure the integrity of the agency and itsfiscal oversight. In his six years at NHA, Peckhas been instrumental in assuring consistentlyclean fiscal audits and attaining the classification of “low risk auditee” for the organization.His most notable achievement was attainingan outstanding financial audit in 2010 thatconsisted of zero findings, zero concerns anda successful completion of federal audit forNHA’s Head Start program with zero deficiencies.During his time at NHA he has transitionedthe organization to a new payroll systemwithout impact to employee pay schedule;successfully changed to a new 401k providerand migrated employee retirement accounts;moved all financial operation processes “inhouse”, saving NHA more than 1 million. Hehas built the NHA financial model from theground up and has not only attained millionsof dollars in savings in the process, but hasdemonstrated how nonprofit fiscal models canbe created to ensure sustainability in the faceof an uncertain economic climate.Peck is also involved in community projectsand provides personal financial support for diabetes research and has actively been involvedwith early childhood education, notably HeadStart.SMALLNONPROFITORGANIZATIONPaul RedfernChief Financial Officer2-1-1 San Diegowww.211sandiego.org/Juggling is not a skillassociated with accountants, but Paul Redfern is a master atkeeping multiple balls in the air. As the chieffinancial officer of 2-1-1 San Diego, he oversees the various financial systems of the nonprofit, and at the same time manages his ownbusiness, Redfern and Company, along withpersonal responsibilities of new triplets, twoyoung sons and a commitment to communityservice.Redfern arrived at 2-1-1 San Diego in November of 2010, in a period of extreme growth forthe organization and an opportunity to implement improvements to accounting proceduresand a new internal control system.During his tenure, Redfern has successfullyeliminated all debt and, with the board’s finance committee, established a cash reservefor the organization. He has created financialreports that tell the story of 2-1-1 San Diego activities for board members and staff toclearly see performance. Through fiscal analysis, he recognized the need for expanding staffwith internal promotions and new hires. Theresult has been improved cash flow to fundthe organization’s growth, and vital financialinformation necessary to make strategic decisions for 2-1-1 San Diego’s future.Redfern is active in the community as FinanceCommittee chair of Magdalena Ecke FamilyYMCA, treasurer of the Board of the Community Resource Center, and the Boys & GirlsClubs of San Dieguito. He also gives his timefor presentations to the Young Nonprofit Professionals Network San Diego, a network ofnearly 2,000 emerging leaders, to help themlearn how to read financial statements fortheir nonprofit organizations and prove theirvalue to their leadership.NONPROFITORGANIZATIONMatthew TopperChief Financial OfficerMeals-on-Wheels GreaterSan Diego, Inc.Meals-on-Wheels as its chief financial officerin 2007 during a time of great change for theorganization. He began by developing and implementing a new set of fiscal operational policies. By 2008, when the financial crisis hit theentire United States, he had established a solidfinancial management structure at Meals-onWheels that would help it survive the criticalloss of revenue. Today, as the Affordable CareAct is being implemented requiring a continuum of services, including meals, Mealson-Wheels, under Topper’s guidance, hasexecuted its first contract with a health planto provide meals to seniors and dual-eligiblepatients. Not only is this a pioneering move inCalifornia and San Diego County, it is a pioneering move across the country.www.meals-on-wheels.org/Matt Topper joinedcontinued on page S28

Page S28www.sdbj.com2013 CFO OF THE YEAR SUPPLEMENTMarch 18, 2013continued from page S27PRIVATELY-HELD COMPANY CATEGORYseveral non-profit organizations, including theSan Diego Venture Group.PRIVATELY-HELDCOMPANYJill BarrettPRIVATELY-HELDCOMPANYSteve GintowtVice President, FinanceHarrah’s RinconCasino & Resortwww.harrahsrincon.com/COO/CFOCompetitor Group Inc.As vice president offinance for Harrah’sRincon Casino & Resort, Jill Barrett has directresponsibility for operational areas includingcashiering, credit and finance, facilities, purchasing and warehouse, planning and analysis,scheduling and security - a total of 243 employees. She not only is responsible for overallfinancial planning, but is directly responsiblefor many areas that contribute to overall revenue, regulatory compliance, customer servicegoals, and employee engagement. She is alwayslooking for ways to be more environmentallyfriendly in all phases of the operation. Barrett also is a valued member of Harrah’s LatinBusiness Resource Group and a leader of itsLGBT Bus

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