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John Minnich

John Minnich

Business Advisor

John Minnich, MAcct, CPA, CGMA coaches and consults with business leaders on business performance and strategy. John also facilitates executive peer group sessions. He has served in several leadership roles including C-suite as CFO, president of Financial Executives International-Fort Wayne, executive forum leader with REF Indiana, and Indiana CPA Society leadership council. In addition to a career in business, John has facilitated sessions as MBA faculty with Purdue University Fort Wayne. He earned graduate and undergraduate degrees in accounting from Manchester University. John’s credentials also include Certified Public Accountant and Chartered Global Management Accountant.

Phone: 260.250.3693

Executive Coaching | bio, executive

John's Curriculum Vitae

American Institute of CPAs | bio, executive
CPA | bio, executive
CGMA | bio, executive
Financial Executives International | bio, executive
National Speakers Association | Member | bio, executive
Indiana CPA Society | bio, executive

John Minnich’s Story

As business and thought leader, John Minnich has extensive professional experience in business and academia as both practitioner and university faculty. John has helped impact the lives of 1,000+ current and emerging business leaders in addition to 100+ organizations. In 2014, he founded an advisory and consulting practice. With passions for leadership, management, and strategy, John enjoys engaging with clients on forward-thinking initiatives. Nationally, John has facilitated professional development sessions on business advisory and executive leadership including the ever-expanding roles of CFOs as true business partner for state CPA societies.

Award Winning

During John’s career, he has received numerous awards and has served in several leadership roles including C-suite. With a consistent record of proven results as business executive and financial leader, he has a history of driving organizational excellence.

Executive Advisor Office at the Northeast Indiana Innovation Center

Opening offices at the Northeast Indiana Innovation Center in 2022, John is strategically positioned to help his clients.

Peer Advisory and Executive Coaching with REF Indiana

As a result of his over 20 years business success including expansive network of colleagues, John was repeatedly invited to join REF Indiana in 2020 as executive forum leader before officially accepting in 2022 while he finalized other business obligations. As executive forum leader, John facilitates advisory and leadership development peer groups for small to medium sized business executives and entrepreneurs. Like-minded and driven business professionals.

Business Advisor and Coach

In 2021, John was invited and assumed a Director of Professional Development role with Oodles – Complete Advisory Solution. In this capacity, he engages with clients on forward-thinking initiatives including the Complete Advisory Solution and how firms across North America can best serve their clients through advisory services.

AACSB MBA Faculty

In 2019, he was invited to participate in a national faculty candidate search solidifying a lecturer role at Purdue University Fort Wayne – Doermer School of Business. His responsibilities to the university have included MBA strategic financial management in both graduate and undergraduate programs.

CPA and Financial Executive Background

In addition to serving 5 universities as business faculty, John led a successful career in both public accounting, providing audit and assurance services, and IT consulting during a 10-year span with 3 regional firms.

Business Leader including Financial Executives International

As business leader, roles have included CFO with oversight of financials including budgeting and forecasting, risk management, admissions, enrollment and retention, facilities, financial aid, human resources, and information technology. John has served as Financial Executives International-Fort Wayne (FEI) president including member of FEI’s national committee on governance, risk, and compliance and national mentor for financial leaders.

Professional Associations

Having accomplished the above by his early 40s, John is a member of American Institute of CPAs, Financial Executives International, Indiana CPA Society, and National Speakers Association.

Executive Expertise and Specialties

Specialties: Business and CFO advisory; business strategy, implementation, and performance

Organizational Excellence: Business Performance and Strategy

John Minnich, MAcct, CPA, CGMA brings executive-level experience including CFO with business administration and operations overseeing accounting and finance, human resources, information technology, and facilities management to his courses. With passions for business performance and strategy, his business and teaching interests include strategic financial management.

In the Purdue University Fort Wayne Doermer School of Business (DSB) at both MBA graduate and undergraduate levels, John enjoys engaging with current and emerging business professionals on forward-thinking initiatives. John is honored to serve on the DSB strategic planning committee. He is an advisor to the business community, coaching and consulting with business leaders on business performance and strategy. Nationwide, he coaches and trains CPA firm and sole practitioner clients on business advisory. Nationally, he also leads professional development sessions on business advisory and executive leadership including CFO for CPAs through state CPA societies. John accepted an invitation to serve as (1) business advisor and (2) CFO forum leader for top CEO and key executive CFO/CIO leaders with Renaissance Executive Forums, a global community of business leaders made up exclusively by presidents, CEOs, company founders, and experts.

John has served as Financial Executives International-Fort Wayne (FEI) president including member of FEI’s national committee on governance, risk, and compliance and national mentor for financial leaders. John served on the Indiana CPA Society leadership council (2 years) and leadership cabinet (5 years) in addition to several community and nonprofit boards including executive committees.

Interning first with Baden, Gage & Schroeder, he commenced his career in public accounting (10 years) with Katz, Sapper & Miller as auditor with exposure to tax in Indianapolis prior to Dulin, Ward & DeWald in his hometown of Fort Wayne. He has served 100s of clients in many business sectors. John was accounting software systems consultant (6 years) with DWD Technology Group prior to a role with Parkview Health as financial operations analyst.

John is a member of American Institute of CPAs (AICPA), Financial Executives International (FEI), Indiana CPA Society (INCPAS), and National Speakers Association (NSA) in addition to chambers of commerce such as Greater Fort Wayne, Inc. including CEO roundtable, Indy Chamber, and South Bend Regional Chamber. A first-generation college student, he earned graduate and undergraduate degrees, magna cum laude, in accounting from Manchester University. John’s licensures include Certified Public Accountant and Chartered Global Management Accountant, passing all four (4) sections of the CPA exam at once on first attempt prior to earning his Masters.

John resides in Fort Wayne with his wife, Carrie, nonprofit partner with Dulin, Ward & DeWald.

Areas of Specialization

Financial strategy and management; business, CFO, and client advisory services; business and financial strategy, implementation, and performance; CPA firm practice management and strategy; leadership

Notable Courses Taught

Business and client advisory services in addition to executive-level CFO professional development for CPAs nationally through state CPA societies

MBA Strategic Cost Management

Why financial management? Answering questions by providing financial-management tools and techniques needed to support an organization’s competitiveness, improve its performance, and help the organization accomplish its strategy.

  • Transforming from controller to true business partner as CFO
  • Evolution and role of the CFO including facilities management, human resources, and information technology oversight
  • Financial leadership
  • Driving and measuring business performance
  • Strategic finance and business professional: Planning, business models, alignment, and partnerships
  • Objective and evidenced-based decision making and critical thinking
  • Balanced scorecards, key performance indicators (KPIs), dashboards, strategy and execution, strategy maps, strategy pyramids, strategic planning of resources, strategic vertical alignment, budgeting and forecasting, top-line growth, cash management, and working capital

Strategy, Financial Management and Financial Systems

  • Financial including revenue, expenditure, and cash flow management and strategy
  • Implementing strategy: Value chain, balanced scorecard, and strategy map
  • Financial management concepts
  • Financial resource allocation (i.e., departments, locations, business units/segments)

Planning and Decision Making

  • Cost estimation
  • Shot-term profit planning: Cost-Volume-Profit (CVP) analysis
  • Strategy and the master budget
  • Decision making with a strategic emphasis
  • Strategy and the analysis of capital investments
  • Strategic pricing

Operational-Level Performance Measurement and Control

  • Sales, direct cost values, and the role of nonfinancial performance measures
  • Indirect cost variances and resource capacity management
  • Further analysis of productivity and sales
  • The management and control of quality

Management-Level Control

  • Strategic performance measurement: Cost centers, profits centers, and balanced scorecard
  • Strategic performance measurement: Investment centers and transfer pricing
  • Management compensation, business analysis, and business valuation

Accounting Information Systems

  • ERP systems
  • Accounting cycle and financial reporting
  • Current trends in technology
  • Cross-functional topics in AIS at the intersection of financial reporting, management accounting reporting, management, and auditing (i.e., internal controls)

CPA Firms and CPA Practitioners Nationwide through State Societies

  • Strategy and Execution
  • High-Performance Leadership
  • Transforming Your Role from Controller to CFO Business Partner
  • Strategic Business Advisory
  • Measuring and Driving Business Performance
  • Leadership versus Management

Courses at Prior Institutions Include

  • Developed and led “finance and communication” and “operations management” for Steel Dynamics (Fortune 500) “Dynamic Development” executive leadership development program.
  • Facilitated accounting information systems, accounting internships, accounting seminars, advanced accounting, auditing, cost accounting, MBA fraud examination, and personal finance/financial responsibility.

PROFESSIONAL

 

Discussion Leader, Indiana CPA Society (2014-Present)

Chief Business and Financial Officer, Concordia Lutheran High School (2016-2018) (Fort Wayne)
Accounting and Business Professor, Manchester University (2015-2016) (North Manchester)
Accounting and Business Professor, Indiana Tech (2012-2015) (Fort Wayne)
CPA and Consultant1, DWD CPAs & Advisors/DWD Technology Group (2010-2012) (Fort Wayne)
Financial Operations Analyst, Parkview Health (2010) (Fort Wayne)
CPA and Consultant1, DWD CPAs & Advisors/DWD Technology Group (2004-2010) (Fort Wayne)
CPA, Katz, Sapper & Miller (2002-2004) (Indianapolis)

 

1accounting software and systems

 

CERTIFICATIONS

 

Certified Public Accountant (CPA) [Passed2 Certified Public Accountant (CPA Examination), State of Indiana, 2002]
Chartered Global Management Accountant (CGMA) (leadership + technical + business + people skills) (finance + operations + strategy + management)
Certificate in Fund Raising Management (CFRM)

 

2Passed all four sections on first attempt, two-year experience requirement met in 2004.

 

HONORS AND AWARDS

 

Center for Creative Collaboration 2018 Panel Discussion at Indiana Tech
Co-Host/Emcee – Indiana CPA Society CPA Celebration 2018 (statewide)
Greater Fort Wayne Business Weekly’s Forty under 40 (Class of 2014)
Greater Fort Wayne Leadership Fort Wayne (Class of 2015)
Indiana CPA Educational Foundation (Past President)
Indiana CPA Society 2016 Outstanding Community Service Award (statewide)
Indiana CPA Society Leadership Cabinet (5 years of service)
Young Leaders of Northeast Indiana Leadership Institute

 

LEADERSHIP AND COMMUNITY

 

Professional Affiliations

 

American Institute of Certified Public Accountants
Financial Executives International
Financial Executives Networking Group

Healthcare Financial Management Association
Indiana CPA Society

National Speakers Association
Rotary Club of Fort Wayne

 

Civic Affiliations

 

Committees, Community Foundation of Greater Fort Wayne (Fort Wayne) (2017+)
Board, Public Service Credit Union (Fort Wayne) (2017+)
Leadership Council & Committees, Indiana CPA Society (Indianapolis) (2013+)
Board-Fort Wayne (Executive), Financial Executives International (Fort Wayne) (2012+)
Board, Junior Achievement of Northern Indiana (Fort Wayne) (2011+)

Degrees

MAcct, Master of Accountancy
2002, Manchester University

BS, Financial Accounting
2001, Manchester University

 

 

Education

Certificate in Executive Leadership, Cornell University (eCornell)
Certificate in High-Performance Leadership, Cornell University (eCornell)
Certificate in Strategic Human Resources Leadership, Cornell University (eCornell)
Certificate in Fund Raising Management (CFRM), Indiana University Lilly School of Philanthropy

 

Master of Accountancy, Manchester University
Bachelor of Science, Financial Accounting, Manchester University (magna cum laude)

 

 

Certificate, Executive Leadership May 2018
– Cornell University SC Johnson College of Business
Certificate, High-Performance Leadership May 2018
– Cornell University SC Johnson College of Business
Certificate, Strategic Human Resources Leadership March 2018
– Cornell University School of Industrial and Labor Relations
Certificate, Fund Raising Management September 2017
– Indiana University Lilly Family School of Philanthropy
– License by the Fund Raising School and the School of Public and Environmental Affairs

Manchester University North Manchester, Indiana
Master of Accountancy 2001-2002

Manchester University North Manchester, Indiana
Bachelor of Science, Financial Accounting (Magna Cum Laude) 1997-2001

 

 

SCHOLARSHIPS

 

Accounting Alumni Scholarship Manchester Hoosier Scholarship
Evan Moss Scholarship National Dean’s List
Honors Scholarship North Side Alumni Association Scholarship
Hoosier Scholarship Presidential Scholarship

Irwin Katz Accounting Excellence Award

Katz, Sapper & Miller

Sterling Sentinel Nominee
Manchester College Dean’s List Who’s Who Among College Students

Purdue University Fort Wayne

Fall 2022

BUS – 32500 – 01M: Cost Accounting
BUS – 20100 – 08I: Intro To Financial Accounting
BUS – 54200 – 01I: Strategic Cost Mngmnt
BUS – 54200 – 02M: Strategic Cost Mngmnt

Summer 2022

BUS – 32500 – 01I: Cost Accounting

Spring 2022

BUS – 31700 – 01I: Comp Based Acct Syst
BUS – 20100 – 04I: Intro To Financial Accounting
BUS – 20100 – 05I: Intro To Financial Accounting
BUS – 20100 – 06I: Intro To Financial Accounting
BUS – 20100 – 07I: Intro To Financial Accounting

Fall 2021

BUS – 31700 – 01M: Comp Based Acct Syst
BUS – 20100 – 08I: Intro To Financial Accounting
BUS – 54200 – 02M: Strategic Cost Mngmnt
BUS – 54200 – 03I: Strategic Cost Mngmnt

Spring 2021

BUS – 31700 – 01I: Comp Based Acct Syst
BUS – 20100 – 03I: Intro To Financial Accounting
BUS – 20100 – 04I: Intro To Financial Accounting
BUS – 20100 – 05I: Intro To Financial Accounting

Fall 2020

BUS – 31700 – 1: Comp Based Acct Syst
BUS – 31700 – 2: Comp Based Acct Syst
BUS – 54200 – 02M: Strategic Cost Mngmnt
BUS – 54200 – 02M: Strategic Cost Mngmnt
BUS – 54200 – 03I: Strategic Cost Mngmnt

Spring 2020

BUS – 20000 – 1: Foundations Of Accounting
BUS – 20100 – 1: Intro To Financial Accounting
BUS – 20100 – 2: Intro To Financial Accounting

Fall 2019

BUS – 20100 – 1: Intro To Financial Accounting
BUS – 20100 – 3: Intro To Financial Accounting
BUS – 20100 – 5: Intro To Financial Accounting
BUS – 54200 – 02M: Strategic Cost Mngmnt
BUS – 54200 – 03I: Strategic Cost Mngmnt

PRESENTATIONS

  1. Minnich, J. Wisconsin Institute of Certified Public Accountants (WICPA) Strategy & Execution: Macro Trends & Impact to Profession Program, “High-Performance Leadership,” Wisconsin Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, WI. (January 11, 2023).
  2. Minnich, J. Wisconsin Institute of Certified Public Accountants (WICPA) Strategy & Execution: Macro Trends & Impact to Profession Program, “Strategy & Execution,” Wisconsin Institute of CPAs, Wisconsin Institute of CPAs, WI. (September 23, 2022).
  3. Minnich, J., “Strategic Business Advisory,” Connecticut Society of CPAs, Connecticut Society of CPAs, CT. (June 8, 2022).
  4. Minnich, J. Greater Fort Wayne, Inc. CEO Roundtable, “Measuring and Driving Business Performance,” Greater Fort Wayne, Inc. CEO Roundtable #8, Indiana Stamp, Fort Wayne, IN. (March 15, 2022).
  5. Minnich, J. 51st Annual Virginia Accounting & Auditing Conference, “Strategic Business Advisory,” Virginia Society of CPAs, Virginia Society of CPAs, VA. (November 17, 2021).
  6. Minnich, J. Renaissance Executive Forums, “Measuring and Driving Business Performance,” Renaissance Executive Forums, Warsaw, IN. (July 28, 2021).
  7. Minnich, J., “Annual Update for Controllers,” Indiana CPA Society, Indiana Wesleyan University’s Education and Conference Center, Merrillville, IN. (November 23, 2020).
  8. Minnich, J., “Annual Update for Controllers,” Indiana CPA Society, Tropicana Executive Conference Center, Evansville, IN. (November 9, 2020).
  9. Minnich, J., “Analytics & Big Data for CPAs,” Indiana CPA Society, INCPAS Learning Center, Indianapolis, IN. (October 27, 2020).
  10. Minnich, J., “Annual Update for Controllers,” Indiana CPA Society, Grand Wayne Center, Fort Wayne, IN. (October 9, 2020).
  11. Minnich, J. Young Pro Series, “Leadership versus Management,” Indiana CPA Society, Indiana CPA Society – Virtual. (October 7, 2020).
  12. Minnich, J., “Analytics & Big Data for CPAs,” Indiana CPA Society, Century Center, South Bend, IN. (September 28, 2020).
  13. Minnich, J., “Leading through the Lens of Data Analytics,” Financial Executives International-Fort Wayne, Online, Fort Wayne, IN. (May 19, 2020).
  14. Minnich, J., “Ethics and Professional Conduct: Updates and Practical Applications,” Indiana CPA Society, Embassy Suites South Bend at Notre Dame, South Bend, IN. (November 4, 2019).
  15. Minnich, J., “Risk, Cost, and Cash Management for Controllers and Financial Managers,” Indiana CPA Society, Embassy Suites South Bend at Notre Dame, South Bend, IN. (November 4, 2019).
  16. Minnich, J., “Ethics and Professional Conduct: Updates and Practical Applications,” Indiana CPA Society, Grand Wayne Center, Fort Wayne, IN. (October 22, 2019).
  17. Minnich, J., “Risk, Cost, and Cash Management for Controllers and Financial Managers,” Indiana CPA Society, Grand Wayne Center, Fort Wayne, IN. (October 22, 2019).
  18. Minnich, J., “Panel Discussion, Work-Life Balance as CFO,” Indiana Institute of Technology (Indiana Tech), Indiana Institute of Technology (Indiana Tech), Fort Wayne, IN. (November 2018).
  19. Minnich, J., “Transforming Your Role as Controller to Business Partner,” Indiana CPA Society, Indiana CPA Society, Indianapolis, IN. (May 23, 2018).
  20. Minnich, J. 2018 CPA Celebration, “Co-Emcee, 2018 CPA Celebration,” Indiana CPA Society, Indiana Roof Ballroom, Indianapolis, IN. (May 11, 2018).
  21. Minnich, J. Steel Dynamics (SDI) “Dynamic Development” | Executive Leadership Development, “Finance and Communication,” Steel Dynamics and Manchester University, Manchester University, Fort Wayne, IN. (2016).
  22. Minnich, J. Steel Dynamics (SDI) “Dynamic Development” | Executive Leadership Development, “Management Operations and Production,” Steel Dynamics and Manchester University, Manchester University, Fort Wayne, IN. (2016).
  23. Minnich, J. Steel Dynamics (SDI) “Dynamic Development” | Executive Leadership Development, “Finance and Communication,” Steel Dynamics and Manchester University, Manchester University, Fort Wayne, IN. (2015).
  24. Minnich, J. Steel Dynamics (SDI) “Dynamic Development” | Executive Leadership Development, “Management Operations and Production,” Steel Dynamics and Manchester University, Manchester University, Fort Wayne, IN. (2015).
  25. Minnich, J., “Frequent Frauds Found in Not-for-Profits,” Indiana CPA Society, Indiana CPA Society, Indianapolis, IN. (December 4, 2015).
  26. Minnich, J., “Real-World Business Ethics for CPAs in Business and Industry,” Indiana CPA Society, Indiana CPA Society, Indianapolis, IN. (December 4, 2015).
  27. Minnich, J., “Engagement Essentials: Preparation, Compilation and Review of Financial Statements,” Indiana CPA Society, Grand Wayne Center, Fort Wayne, IN. (November 18, 2015).
  28. Minnich, J., “Engagement Essentials: Preparation, Compilation and Review of Financial Statements,” Indiana CPA Society, Indiana CPA Society, Indianapolis, IN. (October 28, 2015).
  29. Minnich, J., “Engagement Essentials: Preparation of Financial Statements,” Indiana CPA Society, Century Center, South Bend, IN. (August 19, 2015).
  30. Minnich, J., “Real-World Business Ethics,” Indiana CPA Society, Century Center, South Bend, IN. (August 19, 2015).
  31. Minnich, J. Steel Dynamics (SDI) “Dynamic Development” | Executive Leadership Development, “Finance and Communication,” Steel Dynamics and Manchester University, Manchester University, Fort Wayne, IN. (2014).
  32. Minnich, J. Steel Dynamics (SDI) “Dynamic Development” | Executive Leadership Development, “Management Operations and Production,” Steel Dynamics and Manchester University, Manchester University, Fort Wayne, IN. (2014).
  33. Minnich, J., “IT Risks and Controls in Current and Emerging Environments,” Indiana CPA Society, Grand Wayne Center, Fort Wayne, IN. (November 11, 2014).
  34. Minnich, J., “Content Expert, Technology,” Indiana CPA Society | CPA Center of Excellence (Online Professional Platform), Indiana CPA Society | CPA Center of Excellence (Online Professional Platform), IN. (October 10, 2014).
  35. Minnich, J., “Compilation and Review Engagement Fundamentals,” Indiana CPA Society, Indiana CPA Society, Indianapolis, IN. (September 26, 2014).

 

     

     

    PRESENTATIONS

    Discussion Leader, Risk, Cost, and Cash Management for Controllers and Financial Managers. Indiana

    CPA Society: Continuing Professional Education Seminar, South Bend, Indiana. Embassy

    Suites South Bend at Notre Dame. 11.04.19.

    Discussion Leader, Ethics and Professional Conduct: Updates and Practical Applications. Indiana CPA Society: Continuing Professional Education Seminar, South Bend, Indiana. Embassy Suites South Bend at Notre Dame. 11.04.19.

    Panel Discussion, Work-Life Balance. Indiana Tech Center for Creative Collaboration (C3), Fort Wayne, Indiana. Indiana Tech. 11.18.

    Discussion Leader, Risk, Cost, and Cash Management for Controllers and Financial Managers. Indiana CPA Society: Continuing Professional Education Seminar, Fort Wayne, Indiana. Grand Wayne Center. 10.22.19.

    Discussion Leader, Ethics and Professional Conduct: Updates and Practical Applications. Indiana CPA Society: Continuing Professional Education Seminar, Fort Wayne, Indiana. Grand Wayne Center. 10.22.19.

    Discussion Leader, Transforming Your Role as Controller to Business Partner. Indiana CPA Society: Continuing Professional Education Seminar, Indianapolis, Indiana. 05.23.18.

    Co-Emcee, 2018 CPA Celebration. Indiana CPA Society, Indianapolis, Indiana. 05.11.18. Discussion Leader, Frequent Frauds Found in Not-for-Profits. Indiana CPA Society: Continuing

    Professional Education Seminar, Indianapolis, Indiana. 12.04.15.
    Discussion Leader, Real-World Business Ethics for CPAs in Business and Industry. Indiana CPA Society:

    Continuing Professional Education Seminar, Indianapolis, Indiana. 12.04.15.

    Discussion Leader, Engagement Essentials: Preparation, Compilation and Review of Financial Statements. Indiana CPA Society: Continuing Professional Education Seminar, Fort Wayne, Indiana. 11.18.15.

    Discussion Leader, Engagement Essentials: Preparation, Compilation and Review of Financial Statements. Indiana CPA Society: Continuing Professional Education Seminar, Indianapolis, Indiana. 10.28.15.

    Discussion Leader, Engagement Essentials: Preparation of Financial Statements. Indiana CPA Society: Continuing Professional Education Seminar, South Bend, Indiana. 08.19.15.

    Discussion Leader, Real-World Business Ethics. Indiana CPA Society: Continuing Professional Education Seminar, South Bend, Indiana. 08.19.15.

    Discussion Leader, IT Risks and Controls in Current and Emerging Environments. Indiana CPA Society: Continuing Professional Education Seminar, Fort Wayne, Indiana. 11.11.14.

    Content Resource, Technology. Indiana CPA Society: Invited by the Society as a trusted professional to share knowledge with the membership and featured in a spotlight on the CPA Center of Excellence®. 10.02-10.10.14.

    Discussion Leader, Compilation and Review Engagement Fundamentals. Indiana CPA Society: Continuing Professional Education Seminar, Indianapolis, Indiana. 09.26.14.

     

     

     

     

     

    Indiana CPA Society                                                                     Indianapolis, Indiana and Statewide

    Discussion Leader                                                                                         September 2014-Present

     

    Speaker for various continuing professional education (CPE) seminars.

     

    + Continuing professional education facilitator for business professionals and CPAs throughout Indiana
    + Topics include business, CFO and controller, financial, leadership and management, and soft skills

     

     

    Topics: CFO/business partner, leadership and management, controller updates, financial management, and data analytics

    + Active member of leadership council and various committees

     

     Indiana CPA Society

    Discussion Leader

    Indiana CPA Society · ContractSep 2014 – Present · 7 yrs 8 mosGreater Indianapolis and Statewide

      • Topics: Business leadership, CFO/business partner, executive leadership and management

     

    Manchester University

    Course Coordinator, Executive Training

    ContractOct 2014 – Apr 2016 · 1 yr 7 mos

      • Indiana CPA Society                                                                                                                                                                         2012-Present

        Discussion Leader                                                                                                                                                                               2014-Present

        • Continuing professional education session (CPE) facilitator for CPA professionals across Indiana.
        • Topics: CFO/business partner, leadership and management, controller updates, financial management, and data analytics

        Leadership Council                                                                                                                                                                                   2018-2020

        • Accepted into leadership development program consisting of a select group of CPA professionals in Indiana.
        • Outcome: To develop financial leaders to serve the profession in senior roles.

        Leadership Cabinet                                                                                                                                                                                  2012-2017

        • Advisory group to the Indiana CPA Society board of directors.

    PUBLICATIONS

    Minnich, J. (05.15.18). A Tribute to Outstanding CPAs. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2018/05/15/tribute-to-outstanding-cpas

    Minnich, J. (03.06.18). Leadership Goes Beyond the Job Title. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2018/03/06/leadership-goes-beyond-the-job- title

    Minnich, J. (12.26.17). Get on Board: Expanding Your Role as a CPA and Leader in the Community. Indiana CPA Society Fusion Network. https://cpacoe.incpas.org/blogs/john-minnich/2017/12/26/the-smoke-detector-get-on-board- expand-your-role

    Minnich, J. (09.19.17). The Smoke Detector: #Innovation. Indiana CPA Society Fusion Network. https://cpacoe.incpas.org/blogs/john-minnich/2017/10/10/the-smoke-detector-innovation

    Minnich, J. (09.19.17). The Smoke Detector: Helping Shape the Minds of Future Leaders and Professionals. Indiana CPA Society Fusion Network. https://cpacoe.incpas.org/blogs/john-minnich/2017/09/19/helping-shape-the-minds-of- future-leaders-and-professionals

    Minnich, J. (06.27.17). The Smoke Detector: A CPA’s Expanding Role – From CFO to CBO. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2017/06/27/the-smoke-detector-a-cpas- expanding-role-from-cfo-to-cbo

    Minnich, J. (03.28.17). The Smoke Detector: The CPA as a Leader and Trusted Business Advisor. Indiana CPA Society Fusion Network. https://cpacoe.incpas.org/blogs/john-minnich/2017/03/28/the-smoke-detector-the-cpa-as-a- leader-and-trusted-business-advisor

    Minnich, J. (02.24.17). Celebrating Community. Concordia Educational Association. https://www.clhscadets.com/apps/news/article/677150

    Minnich, J. (01.09.17). Stop Speaking Like an Accountant. CPA Center of Excellence®. https://www.cpacoe.com/4-stop-speaking-like-an-accountant

    Minnich, J. (12.27.16). The Smoke Detector: Countdown to the Top 10 Blogs of 2016. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2016/12/27/the-smoke-detector-countdown-

    to-the-top-10-blogs-of-2016

    Minnich, J. (12.15.16). Seeking Opportunities. Concordia Educational Association. https://www.clhscadets.com/apps/news/article/649804

    Minnich, J. (09.27.16). The Smoke Detector: Role of the CFO Continues to Evolve. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2016/09/27/the-smoke-detector-role-of-the- cfo-continues-to-evolve

    Minnich, J. (06.28.16). The Smoke Detector: Teamwork Key to Successful Business Office. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2016/06/28/the-smoke-detector-teamwork- key-to-successful-business-office

    Minnich, J. (03.29.16). The Smoke Detector: From Public to Professor to CFO. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2016/03/29/the-smoke-detector-from-public- to-professor-to-cfo

    Minnich, J. (11.17.15). The Smoke Detector: The Power of Volunteerism. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2015/11/17/the-smoke-detector-the-power-of- volunteerism

    Minnich, J. (09.08.15). The Smoke Detector: New Tools and Resources for Not-for-Profit Professionals. Indiana CPA Society Fusion Network. https://cpacoe.incpas.org/blogs/john-minnich/2015/09/08/the-smoke-detector-new-tools- and-resources-for-not-for-profit-professionals

    Minnich, J. (07.14.15). The Smoke Detector: Proposed Replacement CPA Exam Section Sounds Familiar. Indiana CPA Society Fusion Network. https://cpacoe.incpas.org/blogs/john-minnich/2015/07/14/proposed-replacement-cpa-exam- section-sounds-familiar

    Minnich, J. (03.03.15). The Smoke Detector: Understanding Fraud and Upholding Integrity. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2015/03/03/the-smoke-detector- understanding-fraud-and-upholding-integrity

    Minnich, J. (11.04.14). The Smoke Detector: Reinventing and Sustaining Your CPA Firm. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2014/11/04/the-smoke-detector-reinventing- and-sustaining-your-cpa-firm

    Minnich, J. (09.09.14). The Smoke Detector: Never Too Early to Master Professional Skills. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2014/09/09/the-smoke-detector-never-too- early

    Minnich, J. (07.21.14). The Smoke Detector: Preparing Students for Their Future in the CPA Profession. Indiana CPA Society Fusion Network. https://cpacoe.incpas.org/blogs/john-minnich/2014/07/21/preparing-students-for-their- future-in-the-cpa-profession

    By his early 40s, John served in board and CFO executives roles, led Financial Executives International-Fort Wayne as president, joined REF Indiana as executive forum leader, was recognized as a Forty Under 40, and accepted positions with 3 regional CPA firms. Simultaneously leading an accomplished career in academia with 5 universities including an AACSB MBA faculty role as lecturer with Purdue University Fort Wayne. A role John solidified through a national search.

    Financial Executive

    executive

    Bio

    bio

    John Minnich

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    Bio

    JOHN MINNICH

    Strategic Business Advisor
    John Minnich, LLC

    Specializing in strategy execution, leadership, and management through proven solutions, I partner with professionals as your strategic business advisor.

    Expertise

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    Certifications
    Chartered Global Management Accountant                                                                    2012-Present
    Certified Public Accountant (2002: Passed paper format on first attempt at Indiana State Fairgrounds) 2004-Present
    Sage ACT! (customer relationship management software) (former consultant)                          Former
    Sage BusinessWorks (accounting software) (former consultant)                                               Former
    Sage Fundraising 50 (customer relationship management software) (former consultant)           Former
    Sage MAS 90/200 ACT! Link for MAS 90/200 ERP (CRM-ERP integration software) (former consultant)     Former
    Sage MAS 90/200 (ERP) (accounting software) (former consultant)                                           Former
    Sage MIP Fund Accounting Business Partner Certified (accounting software) (former consultant)          Former
    Long Bio

    John Minnich, MAcct, CPA, CGMA 

    John Minnich has 20 years of professional experience in business and academia as both practitioner and university faculty. In 2014, he founded an advisory and consulting practice as an independent consultant. With passions for leadership, management and strategy, John enjoys engaging with clients on forward-thinking initiatives. That same year, he began facilitating professional development sessions (i.e., CFO/controller updates, data analytics, leadership versus management, technology) for the Indiana CPA Society (INCPAS). An INCPAS member since 2004, John was a 5- year member of the INCPAS leadership cabinet and served 2 years on the leadership council for a total of 7 consecutive years. He also served as board of trustee’s president for the Indiana CPA Educational Foundation. 

     

    An affiliate, John has incorporated the Complete Advisory Solution (CAS) provided by Oodles, LLC. Through the use of CAS, Oodles trains and coaches accounting firms on how to create repeatable, documented processes to add advisory services to their list of client service offerings. Located in Fort Wayne, Indiana, Oodles has the ability to serve clients throughout the US and Canada with an exciting and proven method of changing the face of your CPA firm. The CAS software is only the beginning of our services. Oodles also provide the tools, processes and coaching methods that enable both you and your clients to grow and succeed. 

     

    During John’s career, he has served in several leadership roles including the C-suite (i.e., $10m budget, $16m foundation) and on the executive committee (i.e., $60m assets-financial institution) of nonprofit boards. With a consistent record of proven results as a business executive and financial leader, he has a history of driving organizational excellence. 

     

    Following a 10-year career in public accounting (3 regional/local firms) as both auditor and systems consultant (technology division), John added higher education (5 universities as faculty) to his journey. In 2018, he was invited to participate in a national faculty candidate search solidifying a lecturer role at Purdue University Fort Wayne in the Doermer School of Business. His responsibilities to the university include MBA strategic financial management and upper-level accounting information systems. During his time in public accounting/consulting, John served clients in construction, manufacturing, distribution, healthcare, retail, nonprofit, and several others. His current interests and focus include professional service providers and associations. 

     

    Over the years, roles have included CFO with oversight of financials including budgeting and forecasting, risk management, admissions, enrollment and retention, facilities, financial aid, human resources, and information technology. John currently serves as president-elect and vice president of membership for the local Fort Wayne Chapter of Financial Executives International (FEI), a professional membership association serving 100+ financial leaders in the Greater Fort Wayne area with a membership of over 10,000 members nationally. Through his involvement with FEI, he is a member of Financial Executives International’s Committee on Governance, Risk & Compliance and serves as a mentor for financial leaders, both at the national level. 

     

    John also invested time in Parkview Healths corporate office as financial operations analyst, a role involving financial reporting (doctor board meeting presentations) for Parkview’s Endoscopy Center, Inverness Surgery Center, and Orthopedics. A Greater Fort Wayne Business Weekly “Forty Under 40” recipient and alum of Leadership Fort Wayne and Young Leaders of Northeast Indiana Leadership Institute, John has completed certificates in (1) Executive, (2) High-Performance, and (3) Strategic Human Resources Leadership through eCornell. 

     

    John is a member of the American Institute of CPAs, Financial Executives International, Healthcare Financial Management Association, Indiana CPA Society and National Speakers Association. John resides in Fort Wayne with his wife, Carrie, nonprofit director and shareholder with Dulin, Ward & DeWald. His brother, Dan, serves as chief financial officer with Ash Brokerage. To learn more about John, please visit johnjminnich.com or linkedin.com/in/johnjminnich. 

     

     

    BIO which Includes Concordia Too Long 

     

    John Minnich – My Story 

    John Minnich has extensive professional experience in business and academia as both practitioner and university faculty. In 2014, he founded an advisory and consulting practice, John Minnich, LLC | Strategic Business Advisory. With passions for leadership, management, and strategy, John enjoys engaging with clients on forward-thinking initiatives. John facilitates professional development sessions (i.e., business leadership, CFO/business partner, executive leadership, and management) for CFOs and CPAs. During John’s career, he has served in several leadership roles including the C-suite. With a consistent record of proven results as a business executive and financial leader, he has a history of driving organizational excellence. 

    An affiliate including director of professional development, John has incorporated the Complete Advisory Solution (CAS) provided by Oodles, LLC. Oodles trains and coaches CPA firms how to create repeatable, documented processes to add advisory services to their list of client service offerings. John engages with clients on forward-thinking initiatives, including the Complete Advisory Solution and how firms can best serve their clients through advisory services. 

    As a CFO Executive Forum Leader, he enjoys representing Renaissance Executive Forums in northeast Indiana. Through continuous growth mindset, John is responsible for methodology and structure for the CFO Fort Wayne forum, enriching each member’s experience and integrating members into our global community. 

    Highlights 

    • An Indiana CPA Society member since 2004, John was a 5-year member of the INCPAS leadership cabinet and served 2 years on the leadership council for a total of 7 consecutive years. He also served as board of trustee’s president for the Indiana CPA Educational Foundation. 
    • During his career, roles have included CFO with oversight of financials including budgeting and forecasting, risk management, admissions, enrollment and retention, facilities, financial aid, human resources, and information technology. As CFO, he was responsible for and led teams setting and managing annual budgets and forecasts, human resource management, student financial aid budget, annual financial audits, care and planning for facilities and grounds, and state regulations for a private school. He oversaw tuition management and enrollment of all students, including establishing guidelines for which students were admitted and received financial assistance. 
    • John invested time in Parkview Health‘s corporate office as financial operations analyst, a role involving financial reporting (doctor board meeting presentations) for Parkview’s Endoscopy Center, Inverness Surgery Center, and Orthopedics. 
    • During his tenure in public accounting/consulting with firms, John served clients in construction, manufacturing, distribution, healthcare, retail, nonprofit, professional service providers, and several others. As a systems consultant for several years, John helped clients with their accounting software and technology including software implementation, report writing, training and support, and data imports and integrations. Software included ERP accounting systems and customer relationship management (CRM). 
    • Following a 10-year career in public accounting (3 regional/local firms) as both auditor and systems consultant (technology division), John added higher education (5 universities as faculty) to his journey. In 2019, he was invited to participate in a national faculty candidate search solidifying a lecturer role in both MBA and undergraduate accounting programs with Purdue University Fort Wayne – Doermer School of Business. His responsibilities to the university include financial management strategy. 
    • From 2021-2023, John served as president for the Fort Wayne Chapter of Financial Executives International (FEI), a professional association comprised of nearly 100 financial leaders in northeast Indiana where he helped grow the Chapter. With FEI at the national level, John serves as a mentor for emerging financial leaders as well as a member of Financial Executives International’s Committee on Governance, Risk, and Compliance (GRC). 
    • He is a member of American Institute of CPAs, Financial Executives International, Healthcare Financial Management Association, Indiana CPA Society and National Speakers Association. As a national speaker, John has facilitated professional development sessions for the Indiana CPA Society and Virginia Society of CPAs. 
    • A Leadership Fort Wayne alum and Greater Fort Wayne Business Weekly “Forty Under 40” recipient, John completed professional development programs in (1) Executive, (2) High-Performance, and (3) Strategic Human Resources Leadership through eCornell. 

     

     

     

     

    John Minnich, MAcct, CPA, CGMA 

     

    John Minnich has 20 years of professional experience in business and academia as both practitioner and university faculty. In 2014, he founded an advisory and consulting practice. With passions for leadership, management and strategy, John enjoys engaging with clients on forward-thinking initiatives. John facilitates professional development sessions (i.e., CFO/controller, business analytics, leadership versus management, technology) for the Indiana CPA Society. 

    During John’s career, he has served in several leadership roles including the C-suite. With a consistent record of proven results as a business executive and financial leader, he has a history of driving organizational excellence. 

    In 2019, he was invited to participate in a national faculty candidate search solidifying a lecturer role at Purdue University Fort Wayne – Doermer School of Business. His responsibilities to the university include MBA strategic financial management and upper-level accounting information systems. 

    Throughout the years, roles have included CFO with oversight of financials including budgeting and forecasting, risk management, admissions, enrollment and retention, facilities, financial aid, human resources, and information technology. John currently serves as president for the Fort Wayne Chapter of Financial Executives International (FEI). He is a member of Financial Executives International’s committee on governance, risk and compliance and serves as a mentor for financial leaders, both at the national level. 

    John is a member of American Institute of CPAs, Financial Executives International, Healthcare Financial Management Association, Indiana CPA Society and National Speakers Association. John resides in Fort Wayne, Indiana with his wife, Carrie, nonprofit director and shareholder with Dulin, Ward & DeWald. To learn more about John, visit johnjminnich.com or linkedin.com/in/johnjminnich. 

    An affiliate, John has incorporated the Complete Advisory Solution (CAS) provided by Oodles, LLC. Oodles trains and coaches CPA firms how to create repeatable, documented processes to add advisory services to their list of client service offerings. Located in Fort Wayne, Indiana, Oodles can serve clients throughout the US and Canada with an exciting and proven method of changing the face of your CPA firm. The CAS software is only the beginning of our services. Oodles also provide the tools, processes and coaching methods that enable both you and your clients to grow and succeed. 

     

    Speaker rating: 4.5 on 5.0 scale 

    VSCPA Bios

    John Minnich has 20 years of professional experience in business and academia as both practitioner and university faculty. In 2014, he founded an advisory and consulting practice. With passions for leadership, management and strategy, John enjoys engaging with clients on forward-thinking initiatives. John facilitates professional development sessions (i.e., CFO/controller updates, databusiness analytics, leadership versus management, technology) for the Indiana CPA Society. 

    During John’s career, he has served in several leadership roles including the C-suite. With a consistent record of proven results as a business executive and financial leader, he has a history of driving organizational excellence. 

    In 2019, he was invited to participate in a national faculty candidate search solidifying a lecturer role at Purdue University Fort Wayne – Doermer School of Business. His responsibilities to the university include MBA strategic financial management and upper-level accounting information systems. 

    Over Throughout the years, roles have included CFO with oversight of financials including budgeting and forecasting, risk management, admissions, enrollment and retention, facilities, financial aid, human resources, and information technology. John currently serves as president for the Fort Wayne Chapter of Financial Executives International (FEI). He is a member of Financial Executives International’s committee on governance, risk and& compliance and serves as a mentor for financial leaders, both at the national level. 

    John is a member of the American Institute of CPAs, Financial Executives International, Healthcare Financial Management Association, Indiana CPA Society and National Speakers Association. John resides in Fort Wayne, Indiana with his wife, Carrie, nonprofit director and shareholder with Dulin, Ward & DeWald. To learn more about John, visit johnjminnich.com or linkedin.com/in/johnjminnich. 

    An affiliate, John has incorporated the Complete Advisory Solution (CAS) provided by Oodles, LLC. Oodles trains and coaches CPA firms how to create repeatable, documented processes to add advisory services to their list of client service offerings. Located in Fort Wayne, Indiana, Oodles can serve clients throughout the US and Canada with an exciting and proven method of changing the face of your CPA firm. The CAS software is only the beginning of our services. Oodles also provide the tools, processes and coaching methods that enable both you and your clients to grow and succeed. 

    VSCPA Bio on Website for A&A Conference

    John Minnich, CPA, CGMA, has 20 years of professional experience in business and academia as both practitioner and university faculty. In 2014, he founded an advisory and consulting practice. With passions for leadership, management and strategy, John enjoys engaging with clients on forward-thinking initiatives. John facilitates professional development sessions (i.e., CFO/controller updates, data analytics, leadership versus management, technology) for the Indiana CPA Society.

    During John’s career, he has served in several leadership roles including the C-suite. With a consistent record of proven results as a business executive and financial leader, he has a history of driving organizational excellence.

    In 2019, he was invited to participate in a national faculty candidate search solidifying a lecturer role at Purdue University Fort Wayne – Doermer School of Business. His responsibilities to the university include MBA strategic financial management and upper-level accounting information systems.

    Over the years, roles have included CFO with oversight of financials including budgeting and forecasting, risk management, admissions, enrollment and retention, facilities, financial aid, human resources, and information technology. John currently serves as president-elect and vice president of membership for the Fort Wayne Chapter of Financial Executives International (FEI). He is a member of Financial Executives International’s Committee on Governance, Risk & Compliance and serves as a mentor for financial leaders, both at the national level.

    John is a member of the American Institute of CPAs, Financial Executives International, Healthcare Financial Management Association, Indiana CPA Society and National Speakers Association. John resides in Fort Wayne, Indiana with his wife, Carrie, nonprofit director and shareholder with Dulin, Ward & DeWald. To learn more about John, visit johnjminnich.com or linkedin.com/in/johnjminnich.

    An affiliate, John has incorporated the Complete Advisory Solution (CAS) provided by Oodles, LLC. Oodles trains and coaches CPA firms how to create repeatable, documented processes to add advisory services to their list of client service offerings. Located in Fort Wayne, Indiana, Oodles can serve clients throughout the US and Canada with an exciting and proven method of changing the face of your CPA firm. The CAS software is only the beginning of our services. Oodles also provide the tools, processes and coaching methods that enable both you and your clients to grow and succeed.

    CTCPA Bios

    John Minnich, MAcct, CPA, CGMA

    John Minnich has 20 years of professional experience in business and academia as both practitioner and university faculty. In 2014, he founded an advisory and consulting practice. With passions for leadership, management and strategy, John enjoys engaging with clients on forward-thinking initiatives. John facilitates professional development sessions (i.e., CFO/controller, business analytics, leadership versus management, technology) for the Indiana CPA Society.

    During John’s career, he has served in several leadership roles including the C-suite. With a consistent record of proven results as a business executive and financial leader, he has a history of driving organizational excellence.

    In 2019, he was invited to participate in a national faculty candidate search solidifying a lecturer role at Purdue University Fort Wayne – Doermer School of Business. His responsibilities to the university include MBA strategic financial management and upper-level accounting information systems.

    Throughout the years, roles have included CFO with oversight of financials including budgeting and forecasting, risk management, admissions, enrollment and retention, facilities, financial aid, human resources, and information technology. John currently serves as president for the Fort Wayne Chapter of Financial Executives International (FEI). He is a member of Financial Executives International’s committee on governance, risk and compliance and serves as a mentor for financial leaders, both at the national level.

    John is a member of American Institute of CPAs, Financial Executives International, Healthcare Financial Management Association, Indiana CPA Society and National Speakers Association. John resides in Fort Wayne, Indiana with his wife, Carrie, nonprofit director and shareholder with Dulin, Ward & DeWald. To learn more about John, visit johnjminnich.com or linkedin.com/in/johnjminnich.

    John Minnich as Business Advisor

    Trusted and Strategic Executive Advisory

    John Minnich, LLC is your trusted executive advisor and business coach. We advise business leaders on business performance and strategy.

    WHAT WE DO: Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through business advisory, CFO advisory, executive facilitation, and strategic planning.

    OUR PROCESS: Through business advisory, we help you focus, clarify, and execute your strategic goals.

    WHO WE SERVE: We partner with business leaders to create a strategic competitive advantage driving business value and growth.

    OUR IDEAL ORGANIZATION CLIENT:
    + Culture of growth
    + Innovative
    + Visionary
    + Open to constructive feedback

    OUR IDEAL COACHING CLIENT:
    + Current or aspiring executive leadership team member
    + Continuous growth mindset
    + Embrace innovative change
    + Open to constructive feedback
    + Committed yet balanced
    + Authentic and visionary
    + Open communication

    WHY CHOOSE US: The process is really about you and your organization. We see ourselves as a catalyst to help you and your organization propel growth and greater success.

    SERVICES:

    Business Advisory – Transform Your Operations
    Advising Business Owners and Executives Helping You Achieve Organizational Excellence

    CFO Advisory – Transform Your Business
    Helping Benchmark and Improve Financial Performance

    Executive Facilitation – Transform Your C-Suite
    Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

    Organizational Strategy – Transform Your Future
    Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

    johnjminnich.com

    John Minnich's Story

    As business and thought leader, John Minnich has extensive professional experience in business and academia as both practitioner and university faculty. John has helped impact the lives of 1,000+ current and emerging business leaders in addition to 100+ organizations. In 2014, he founded an advisory and consulting practice. With passions for leadership, management, and strategy, John enjoys engaging with clients on forward-thinking initiatives. John has facilitated professional development sessions on business advisory, executive including CFO, leadership, and management for various state CPA societies.

    During John’s career, he has received numerous awards and served in several leadership roles including C-suite. With a consistent record of proven results as a business executive and financial leader, he has a history of driving organizational excellence.

    In 2019, he was invited to participate in a national faculty candidate search solidifying a lecturer role at Purdue University Fort Wayne – Doermer School of Business. His responsibilities to the university have included MBA strategic financial management in both graduate and undergraduate programs.

    In addition to serving 5 universities as business faculty, John led a successful career in both public accounting, providing audit and assurance services, and IT consulting during a 10-year span with 2 regional firms.

    As business leader, roles have included CFO with oversight of financials including budgeting and forecasting, risk management, admissions, enrollment and retention, facilities, financial aid, human resources, and information technology. John has served as president for the Fort Wayne Chapter of Financial Executives International (FEI) including as member of Financial Executives International’s national committee on governance, risk, and compliance and national mentor for financial leaders.

    John Minnich's Community Involvement

    Having accomplished the above by age 40, John is a member of American Institute of CPAs, Financial Executives International, Indiana CPA Society, and National Speakers Association. John resides in Fort Wayne, Indiana with his wife, Carrie, nonprofit partner with Dulin, Ward & DeWald. Both are active in the community serving various nonprofit boards on executive committees.

    Roles During John Minnich's Career

    Various – Board Executive Committee, CFO, IT/Systems Consultant, Auditor, Financial Operations Analyst, Senior Accountant, AACSB MBA Faculty

    Business Experience

    Business Advisory

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    Business Advisory

    Business Advisory

    Oodles Collaboration/Affiliation

    Director of Professional Development

    Oodles – The Complete Advisory SolutionNov 2020 – Present · 1 yr 6 mos
      • Our team has decades of accounting, business and leadership experience that will enable your CPA firm to create new revenue streams focusing on business advisory services for new and existing clients. Our CAS systems will not only help build your business, but also create a strong bond with your clients that will help lend stability to your business as well.

        Invited to join the team, John Minnich’s passions for leadership, management, and strategy are perfect for his role as Director of Professional Development at Oodles. In this capacity, John engages with clients on forward-thinking initiatives including the Complete Advisory Solution and how firms can best serve their clients through advisory services.

    Chief Financial Officer (CFO)

    John J. Minnich, CPA, CGMA, MAcct served in education administration as Chief Financial Officer and member of the Administrative Leadership Team for a private high school in Fort Wayne, Indiana. He oversaw operations including accounting, admissions, budgets, business, enrollment, facilities and grounds, financial aid, human resources, retention, scholarships and awards, state regulations, transportation, and tuition at a private, independent school with approximately 800 students. As senior management, John also participated on the educational foundation development and investment committees.

    As CFO, John was responsible for setting and managing the yearly budget, Human Resource management, the student financial aid budget, regular audits, care and planning for facilities and grounds, and state regulations for private high schools.

    He also oversaw the tuition management and enrollment of all students, including establishing the guidelines for which students are admitted and receive financial assistance.

    Private High School    Fort Wayne, Indiana

    Chief Business and Financial Officer                                                            June 2016-November 2018

     

    + Title changed to reflect responsibilities; encompassed non-academic operations and finance
    + Common in higher education and private schools
    **+ First true CFO for this 80+ year-old organization charged with establishing the CFO function
    **+Over 100 employees
    coordinated with marketing on sharing story

    **bank, auditor, etc. liaison
    Business Office daily operations, which included tuition as well as Human Resources, and overseeing cafeteria operations

     

    + Oversaw operations including accounting, admissions, budgets, business, dining services, enrollment, facilities and grounds, financial aid, human resources, retention, risk management, state regulations, transportation, and tuition at a private, independent school with approximately 750 students.

    + As senior management, also participated on the educational foundation development and investment committees.

     

    + The chief business and financial officer reported to the head of school (formerly executive director) and was one of 6 senior leaders of the educational institution, working alongside the principal, assistant principal, athletic director, and chief development officer. Principal duties:

    –        Led the business and operations team of four direct reports: (1) Director of admissions and retention, (2) director of business, (3) director of facilities (buildings and grounds), and (4) director of financial aid

    –        Knew, championed, and fulfilled the high school’s mission and values

    –        Supported the finance committee of the board of directors – Data, communication, strategy, networking, responding to need, etc

    –        Contributed meaningfully to strategic, campus-wide decisions in partnership with the other five vice presidents on the executive director’s cabinet

    –        Refined and executed balanced scorecard metrics

    –        Directed financial and non-academic business operations for the campus, including monthly and quarterly financial reports in accordance with GAAP

    –        Forecasted operations budgets for three years ahead, and cash flow one year ahead

    –        Administered internal controls and risk management protocols

    –        Represented the campus to auditors, bankers, and attorneys as needed; and

    –        Other duties as assigned by the executive director to tailor the position around a candidate’s strengths

    + Objectives, outcomes, and intent of role fulfilled

     

    Chief Business Officer                                                                                May 2017-November 2018

    + Title changed to reflect responsibilities; encompassed non-academic operations and finance
    + Common in higher education and private school

     

    Chief Financial Officer                                                                                        June 2016-May 2017

    + Senior financial executive and officer; administrative leadership team
    + Learned new ecosystem
    + Participated in board and led finance committee meetings
    + Responsible for non-academic operations
    + Supported a team of 15 with 4 direct reports across departments: (1) Business (controller) including accounting (i.e., financial oversight), finance (i.e., budgeting, forecasts, cash flows) and human resources (i.e., oversight, employee compensation packages), (2) facilities including buildings and grounds, (3) financial aid, and (4) admissions and retention
    + Led professional development initiatives for staff; introduced business and operations team concept including team and one-on-one coaching/mentoring meetings
    + Oversaw business operations including accounting, admissions, budgets, business, dining services, enrollment, facilities and grounds, financial aid, human resources, retention, risk management, state regulations, transportation, and tuition at a private, independent school with approximately 750 students
    + Responsible for annual $10 million budget
    + Identified opportunities for and led process improvement initiatives including centralize and streamline POs; introduced and designed digital PO process to complement manual flow-improved forecasting and anticipated cash outflows
    + Improved financial reporting and analysis and internal controls including segregation of duties; streamlined account reconciliations
    + Created policies for cash receipts and disbursements, prepaids, accounts payable and purchase requests, etc
    + Engaged in team compensation planning and hiring; improved and redesigned offer letter process and budget database
    + Introduced bottom-up and division/department budget collaboration
    + Participated on Concordia Educational Foundation development and investment committees (guest)
    + Collaborated with senior leadership team campus-wide operations as well as short, intermediate, and long term strategies
    + Engaged with chief development officer

     

     

     

    Private High School                                                                                                                                                    2016-2018

    Chief Business and Financial Officer                                                                                                                                              2016-2018

    • Senior financial executive and officer; administrative leadership team; non-academic operations and finance
    • First true CFO for 80+ year-old organization charged with establishing the CFO function and assisting with financial turnaround.
    • $10 million revenues; 100+ employees
    • Key point of contact and liaison to audit, bank, insurance, and risk management
    • Established policies and procedures as well as metrics to improve balance sheet (i.e., cash flows, working capital, minimize line of credit usage) and enhance P&L bottom
    • Participated in board and led finance committee
    • Supported a team of 15 with 4 direct reports across departments: (1) Business (controller) including accounting (i.e., financial oversight), finance (i.e., budgeting, financial modeling, forecasts, cash flows) and human resources (i.e., oversight,

     

    employee compensation packages), (2) facilities including buildings and grounds, (3) financial aid, and (4) admissions and retention.

    • Oversaw business operations including accounting, admissions, budgets, business, dining services, enrollment, facilities and grounds, financial aid, human resources, retention, risk management, state regulations, transportation, and tuition at a private, independent school with approximately 750
    • Led professional development initiatives for staff; introduced business and operations team concept including team and one-on-one coaching/mentoring
    • Identified opportunities for and led process improvement initiatives including centralize and streamline POs; introduced and designed digital PO process to complement manual flow-improved forecasting and anticipated cash
    • Improved financial reporting and analysis and internal controls including segregation of duties; streamlined account reconciliations.
    • Created policies for cash receipts and disbursements, prepaids, accounts payable and purchase requests,
    • Engaged in team compensation planning and hiring; improved and redesigned offer letter process and budget
    • Responsible for annual $10 million budget: Introduced bottom-up and division/department budget
    • Participated on Concordia Educational Foundation development and investment committees (guest given CFO role).
    • Collaborated with senior leadership team campus-wide operations as well as short, intermediate, and long term

     

    Private High School                                                                                                                                 2016-2018

    Chief Business and Financial Officer                                                                                                                                                  2016-2018

    • Senior financial executive and officer; administrative leadership team; non-academic operations and finance oversight.
    • First true CFO for 80+ year-old organization charged with establishing the CFO function and assisting with financial turnaround.
    • $10 million revenues; 100+ employees
    • Key point of contact and liaison to audit, bank, insurance, and risk management professionals.
    • Established policies and procedures as well as metrics to improve balance sheet (i.e., cash flows, working capital, minimize line of credit usage) and enhance P&L bottom line.
    • Participated in board and led finance committee meetings.
    • Supported a team of 15 with 4 direct reports across departments: (1) Business (controller) including accounting (i.e., financial oversight), finance (i.e., budgeting, financial modeling, forecasts, cash flows) and human resources (i.e., oversight, employee compensation packages), (2) facilities including buildings and grounds, (3) financial aid, and (4) admissions and retention.
    • Oversaw business operations including accounting, admissions, budgets, business, dining services, enrollment, facilities and grounds, financial aid, human resources, retention, risk management, state regulations, transportation, and tuition at a private, independent school with approximately 750 students.
    • Led professional development initiatives for staff; introduced business and operations team concept including team and one-on-one coaching/mentoring meetings.
    • Identified opportunities for and led process improvement initiatives including centralize and streamline POs; introduced and designed digital PO process to complement manual flow-improved forecasting and anticipated cash outflows.
    • Improved financial reporting and analysis and internal controls including segregation of duties; streamlined account reconciliations.
    • Created policies for cash receipts and disbursements, prepaids, accounts payable and purchase requests, etc.
    • Engaged in team compensation planning and hiring; improved and redesigned offer letter process and budget database.
    • Responsible for annual $10 million budget: Introduced bottom-up and division/department budget collaboration.
    • Participated on educational foundation development and investment committees (guest given CFO role).
    • Collaborated with senior leadership team campus-wide operations as well as short, intermediate, and long term strategies.

     

     

    CFO my role

     

    As CFO, he will be responsible for setting and managing the yearly budget, Human Resource management, the student financial aid budget, regular audits, care and planning for facilities and grounds, and state regulations for private high schools. He also will oversee the tuition management and enrollment of all students, including establishing the guidelines for which students are admitted and receive financial assistance.

    Public Accounting and IT Consulting as Accounting Software Systems Consultant

    CPA/Accounting Software Systems Consultant          December 2010 – May 2012

    DWD Technology Group (a division of Dulin, Ward & DeWald, Inc.)

    ·       Resumed role as a Systems Consultant at DWD Technology Group.

    ·       With a not-for-profit and behavioral health focus, continued responsibilities for accounting software implementation, training, and client support.

    ·       Services included system review and implemenation; interfaces using Microsoft Access, Excel, and SQL; data imports and exports; upgrades; and report writing native to the software and via Crystal Reports.

    ·       Training involved onsite, online, webinars, and user group meetings.

    ·       Created and maintained first Sage Fund Accounting database hosted by the firm for a client.

    ·       Primary support for Sage Fund Accounting and served as a backup for Sage BusinessWorks and MAS 90.

    ·       Built Sage Fundraising 50 database using Microsoft Access as an intermediary for an international not-for-profit organization.

    ·       Provided year-end closing and payroll support for clients.

    Also continued controller accounting services for clients which involved overseeing month-end accounting procedures, account reconciliations, adjustments, and financial statement discussions and review.

     

    DWD CPAs & Advisors                                                                                        Fort Wayne, Indiana

    CPA, Controller (clients), and Accounting Software Consultant                         January 2004-May 2010

     

    Provided services for clients on behalf of two divisions of the firm: (1) CPAs and Advisors and (2) Technology (latter is an accounting software and network services including hardware support provider):

     

    DWD Technology Group (a division of Dulin, Ward & DeWald, Inc.)                        Fort Wayne, Indiana

    CPA/Accounting Software Systems Consultant                                                     May 2004-May 2010

     

    + Provided controller services for clients which involved overseeing month-end accounting procedures, account reconciliations, adjustments, and financial statement discussions and review
    + Assisted clients with year-end closing and payroll support
    + Responsible for Sage accounting software implementation, data conversions and integrations, training, and client support
    + Provided accounting software consulting services for the following Sage products: BusinessWorks, Fundraising 50, MAS 90/200 (ERP), and MIP Fund Accounting
    + Multiple industries served:

    Agriculture
    Construction
    Healthcare
    Manufacturing and Distribution
    Nonprofit Organizations
    Real Estate Development
    Retail and Wholesale

     

    Dulin, Ward & DeWald, Inc.                                                                                 Fort Wayne, Indiana

    Certified Public Accountant                                                                             January 2004-July 2007

     

    + Provided services for clients on behalf of two divisions of the firm: (1) CPAs and Advisors and (2) Technology (latter is an accounting software and network services including hardware support provider)
    + Performed audits, compilations, and reviews including inventory observations
    + Prepared tax returns including 990s and payroll
    + Provided controller services for clients which involved overseeing month-end accounting procedures, account reconciliations, adjustments, and financial statement discussions and review
    + Assisted clients with year-end closing and payroll support
    + Responsible for Sage accounting software implementation, data conversions and integrations, training, and client support
    + Provided accounting software consulting services for the following Sage products: BusinessWorks, Fundraising 50, MAS 90/200 (ERP), and MIP Fund Accounting
    + Multiple industries served:

    Agriculture
    Construction
    Healthcare
    Manufacturing and Distribution
    Nonprofit Organizations
    Real Estate Development
    Retail and Wholesale

     

    Katz, Sapper & Miller                                                                                         Indianapolis, Indiana

    Certified Public Accountant                                                                  September 2002-January 2004

     

    + Engaged in audits, including 401(k); reviews; agreed upon procedures; systems consulting; and inventory observations
    + Prepared individual, for-profit business, personal holding company, and not-for-profit tax returns
    + Designed an Access database for the recruiting process
    + Multiple industries services

     

     

    Baden, Gage & Schroeder                                                                                   Fort Wayne, Indiana

    Audit/Tax Intern                                                                                            January 2001-April 2001

     

    + Engaged in audits, including 401(k); compilations; and reviews
    + Prepared individual, partnership, C-Corporation, S-Corporation, and property tax returns; financial
    statements; and S-Corporation tax return extensions
    + Performed physical inventory observation
    + Multiple industries served

     

     

    Senior Accountant at DWD

    webinars in tech group gotoassist and gotowebinar

    Crystal Reports
    Microsoft SQL/ODBC

     

     

    A colleague and I at the firm also deployed and supported Microix Requisition and Budget. With the network team, I even helped a client with their Novell to Windows OS transition!

     

    Tech partner brought me into tech group. Provided raining on manufacturing and distribution.

     

    Cafr report…what took 48 hours now takes 2 for that client in Ohio

    Chief Financial Officer (CFO)

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    Corporate/Healthcare as Financial Operations Analyst

    Parkview Health                                                                                                 Fort Wayne, Indiana

    Financial Operations Analyst                                                                      May 2010-December 2010

     

    + Directed Parkview Health joint ventures toward attainment of their fiscal objectives and strategic plan through efficient resource utilization, cost effective delivery of care, sound financial management, and aggregation/communication of pertinent data

    + Participated in accomplishment of joint venture goals and Parkview Health strategic plans through collaboration with and support of unit teams, department managers, directors, and executives

    + Provided accounting services for six entities venturing with Parkview Health

    – These included Fort Wayne Endoscopy Center, Inverness Surgery Center, Northeast Indiana Cancer Center, and Parkview Ortho Hospital
    – Involvement included presenting financial results at monthly Board meetings (included doctors)

    Highlights

    Highlights

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    Professional

    Discussion Leader, Indiana CPA Society (2014-Present)

    Chief Business and Financial Officer, Concordia Lutheran High School (2016-2018) (Fort Wayne)
    Accounting and Business Professor, Manchester University (2015-2016) (North Manchester)
    Accounting and Business Professor, Indiana Tech (2012-2015) (Fort Wayne)
    CPA and Consultant1, DWD CPAs & Advisors/DWD Technology Group (2010-2012) (Fort Wayne)
    Financial Operations Analyst, Parkview Health (2010) (Fort Wayne)
    CPA and Consultant1, DWD CPAs & Advisors/DWD Technology Group (2004-2010) (Fort Wayne)
    CPA, Katz, Sapper & Miller (2002-2004) (Indianapolis)

     

    1accounting software and systems

    Certifications

    Certified Public Accountant (CPA) [Passed2 Certified Public Accountant (CPA Examination), State of Indiana, 2002]
    Chartered Global Management Accountant (CGMA) (leadership + technical + business + people skills) (finance + operations + strategy + management)
    Certificate in Fund Raising Management (CFRM)

     

    2Passed all four sections on first attempt, two-year experience requirement met in 2004.

    Degrees

    MAcct
    2002, Manchester University

     

    BS, Financial Accounting
    2001, Manchester University

    Education

    Certificate in Executive Leadership, Cornell University (eCornell)
    Certificate in High-Performance Leadership, Cornell University (eCornell)
    Certificate in Strategic Human Resources Leadership, Cornell University (eCornell)
    Certificate in Fund Raising Management (CFRM), Indiana University Lilly School of Philanthropy

     

    Master of Accountancy, Manchester University
    Bachelor of Science, Financial Accounting, Manchester University (magna cum laude)

     

     

     

     

     

    Certificate, Executive Leadership                                                                                         May 2018

    – Cornell University SC Johnson College of Business

    Certificate, High-Performance Leadership                                                                            May 2018

    – Cornell University SC Johnson College of Business

    Certificate, Strategic Human Resources Leadership                                            2017??? – March 2018

    – Cornell University School of Industrial and Labor Relations

    Certificate, Fund Raising Management                                                                      September 2017

    – Indiana University Lilly Family School of Philanthropy

    – License by the Fund Raising School and the School of Public and Environmental Affairs

     

    Manchester University                                                                             North Manchester, Indiana

    Master of Accountancy                                                                                                      2001-2002

    Manchester University                                                                             North Manchester, Indiana

    Bachelor of Science, Financial Accounting (Magna Cum Laude)                                            1997-2001

    Honors and Awards

    Center for Creative Collaboration 2018 Panel Discussion at Indiana Tech
    Co-Host/Emcee – Indiana CPA Society CPA Celebration 2018 (statewide)
    Greater Fort Wayne Business Weekly’s Forty under 40 (Class of 2014)
    Greater Fort Wayne Leadership Fort Wayne (Class of 2015)
    Indiana CPA Educational Foundation (Past President)
    Indiana CPA Society 2016 Outstanding Community Service Award (statewide)
    Indiana CPA Society Leadership Cabinet (5 years of service)
    Young Leaders of Northeast Indiana Leadership Institute

    Leadership and Community

    Curriculum Vitae

    CV

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    Certifications
    Chartered Global Management Accountant                                                                    2012-Present
    Certified Public Accountant (2002: Passed paper format on first attempt at Indiana State Fairgrounds) 2004-Present
    Sage ACT! (customer relationship management software) (former consultant)                          Former
    Sage BusinessWorks (accounting software) (former consultant)                                               Former
    Sage Fundraising 50 (customer relationship management software) (former consultant)           Former
    Sage MAS 90/200 ACT! Link for MAS 90/200 ERP (CRM-ERP integration software) (former consultant)     Former
    Sage MAS 90/200 (ERP) (accounting software) (former consultant)                                           Former
    Sage MIP Fund Accounting Business Partner Certified (accounting software) (former consultant)          Former
    Education

     

    Certificate, Executive Leadership                                                                                         May 2018

    – Cornell University SC Johnson College of Business

    Certificate, High-Performance Leadership                                                                            May 2018

    – Cornell University SC Johnson College of Business

    Certificate, Strategic Human Resources Leadership                                            2017??? – March 2018

    – Cornell University School of Industrial and Labor Relations

    Certificate, Fund Raising Management                                                                      September 2017

    – Indiana University Lilly Family School of Philanthropy

    – License by the Fund Raising School and the School of Public and Environmental Affairs

     

    Manchester University                                                                             North Manchester, Indiana

    Master of Accountancy                                                                                                      2001-2002

     

    Manchester University                                                                             North Manchester, Indiana

    Bachelor of Science, Financial Accounting (Magna Cum Laude)                                            1997-2001

    Courses Accomplished

    Courses Accomplished

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    Executive and Human Resources Leadership

    COURSES

     

    Executive Leadership | SC Johnson College of Business | eCornell | Cornell University, May 2018 (LSMC18)

     

    Quality and Service Excellence, LSM594
    Leading Collaborative Teams, LSM585
    Strategic Decision Making, LSM582
    Leading With Credibility, LSM586
    Motivating People for High Performance, LSM596
    Coaching Skills for Leaders, LSM584
    Leading for Creativity and Innovation, LSM587
    Navigating Power Relationships, LSM597

     

    High-Performance Leadership | SC Johnson College of Business | eCornell | Cornell University, May 2018

     

    Leading Collaborative Teams, LSM585
    Coaching Skills for Leaders, LSM584
    Motivating People for High Performance, LSM596
    Quality and Service Excellence, LSM594
    Leading With Credibility, LSM586
    Leading for Creativity and Innovation, LSM587

     

    Strategic Human Resources Leadership | Cornell University School of Industrial and Labor Relations (ILR) | eCornell | Cornell University, March 2018 (ILRASHRC1)

     

    Human Resources Leadership, ILRHR551
    Aligning HR Strategy with Organizational Strategy, ILRHR552
    Diversity and Inclusion in Practice for HR, ILRHR553
    Getting Results through Talent Management, ILRHR554
    HR Analytics for Business Decisions, ILRHR555
    Strategic Engagement, ILRHR556

    Fundraising Management for Board Perspective

    Fundraising Management | Lilly School of Philanthropy | Indiana University Purdue University Indianapolis, September 2017

     

    IU Lilly School of Philanthropy | Fundraising Management | Principles and Techniques of Fundraising, July 2017
    IU Lilly School of Philanthropy | Fundraising Management | Developing Major Gifts, July 2017
    IU Lilly School of Philanthropy | Fundraising Management | Developing Annual Sustainability, August 2017
    IU Lilly School of Philanthropy | Fundraising Management | Planned Giving: Getting the Proper Start, September 2017

     

    Indiana University Lilly Family School of Philanthropy, License by the Fund Raising School and the School of Public and Environmental Affairs

     

    The Fund Raising School

     

    Developing Annual Sustainability

     

    Fundraising Fundamentals and Introduction to the Annual Fund
    The Annual Fund, Continued
    Data Driven Decisions
    Strategies and Sustainability Management

     

    Developing Major Gifts

     

    Ethics and Organizational Readiness
    Donor Motivation, the Case, and the Team
    DiSC and Personality Styles
    Major Gift Management Cycle
    Planning and Management

     

    Planned Giving: Getting the Proper Start

     

    Defining and Making the Case for Planned Giving
    Planned Gifts that Help Now
    Planned Gifts that Help Later
    Planned Gifts that Pay Income to Donors/Their Loved Ones
    Marketing Planned Giving
    Managing a Comprehensive Planned Giving Program

     

    Principles and Techniques of Fund Raising

     

    Philanthropic Trends and The Fund Raising Cycle
    Constituencies and Case
    The Annual Fund
    Major Gifts and Planned Gifts
    The Capital Campaign
    Leadership, Management, and Planning
    Gifts from Corporations and Foundations
    Prospective Donor Research and Applying What You’ve Learned

    Business including Accounting

    Master of Accountancy | College of Business | Manchester University, May 2002 (33.00 Credits)

     

    Spring 2002 (01.30.02-05.16.02)

     

    ACCT 512 – Advanced Topics in Auditing (3.00)
    ACCT 520 – CPA Topics (3.00)
    ACCT 565 – Accounting Theory (3.00)

     

    January 2002 (01.03.02-01.23.02)

    GS 501 – Masterworks (3.00)

     

    Fall 2001 (08.29.01-12.13.01)

     

    ACCT 501 – Accounting Partnerships and Business Communications (3.00)
    ACCT 532 – Tax: Corporations, Partnerships, Estates, and Trusts (3.00)
    ACCT 560 – Ethics in Accounting (3.00)
    ACCT 585 – Seminar: Advanced Accounting Theory (3.00)

     

    Summer III 2001 (07.05.01-07.25.01)

     

    GS 503 – Freedom and Responsibility (3.00)

     

    Summer II 2001 (06.13.01-07.03.01)

     

    ACCT 522 – Advanced Managerial Accounting (3.00)

     

    Summer I 2001 (05.22.01-06.12.01)

     

    ACCT 514 – Advanced Topics in Business Law (3.00)

     

    Bachelor of Science, Financial Accounting | College of Business | Manchester University, May 2001 (131.00 Credits) (Magna Cum Laude)

     

    Spring 2001 (01.30.01-05.17.01)

     

    ACCT 475 – Internship (at Baden, Gage & Schroeder) (6.00)
    ACCT 485 – Seminar (3.00)
    BUS 313 – Business Law I – Special (3.00)

     

    January 2001 (01.04.01-01.24.01)

     

    ACCT 475 – Internship (at Baden, Gage & Schroeder) (2.00)

     

    Fall 2000 (08.30.00-12.14.00)

     

    ACCT 335 – Governmental and Nonprofit Accounting (3.00)
    ACCT 411 – Auditing (3.00)
    ECON 324 – International Economics (3.00)
    SOC 350 – Health, Medical Care, and Society (3.00)
    VIA 000 – Convocations (0.25)

     

    Spring 2000 (02.02.00-05.18.00)

     

    ACCT 312 – Intermediate Accounting II (4.00)
    ACCT 331 – Introduction to Taxation (4.00)
    ECON 350 – Econometrics (3.00)
    FIN 333 – Principles of Finance I (3.00)
    PE 1011 – Step Aerobics (0.50)
    VIA 000 – Convocations (0.25)

     

    January 2000 (01.05.00-01.25.00)

     

    SOSC 102 – Human Conflict (3.00)

     

    Fall 1999 (09.01.99-12.16.99)

     

    ACCT 311 – Intermediate Accounting I (4.00)
    ACCT 321 – Managerial Accounting I (4.00)
    ACCT 345 – Accounting for Information Systems (3.00)
    COMM 210 – Interpersonal Communication (3.00) (Honors)
    PE 101D – Bowling (0.50)
    VIA 000 – Convocations (0.25)

     

    Spring 1999 (02.02.99-05.20.99)

     

    ACCT 212 – Accounting II (3.00)
    BUS 231 – Principles of Management (3.00)
    ECON 222 – Principles of Macroeconomics (3.00) (Honors)
    ENG 238 – World Literature (3.00)
    PHIL 215 – Ethical Decision Making (3.00)
    VIA 000 – Convocations (0.25)

     

    January 1999 (01.06.99-01.26.99)

     

    ACCT 205 – Computer Spreadsheets (3.00)

     

    Fall 1998 (09.02.98-12.17.98)

     

    ACCT 211 – Accounting I (3.00)
    BUS 234 – Principles of Marketing (3.00)
    ECON 221 – Principles of Microeconomics (3.00)
    HIST 101 – Development of Western Civilizations (4.00)
    NASC 203 – Descriptive Astronomy (3.00) (Honors)
    VIA 000 – Convocations (0.25)

     

    Spring 1998 (02.03.98-05.21.98)

     

    ACCT 201 – Fundamentals of Accounting (2.00)
    HUM 130 – Experiencing the Arts (3.00)
    MATH 210 – Introduction to Statistics (4.00)
    PE 101X – Weight Training (0.50)
    PSYC 101 – Introduction to Psychology (3.00)
    REL 111 – The Christian Faith (3.00)
    VIA 000 – Convocations (0.25)

     

    January 1998 (01.07.98-01.27.98)

     

    HIST 220 – African History (3.00)

     

    Fall 1997 (09.03.97-12.18.97)

     

    CHEM 101 – Chemical Science (3.00) (Honors)
    COMM 110 – Foundations of Human Communications (3.00)
    IDIV 100 – College Study Skills (1.00)
    IDIV 121 – First Year Colloquium (FYC): Hell: Religious and Psychological Roots (3.00)
    Math 121 – Calculus I (4.00)
    PE 100 – Introduction to Wellness (0.50)
    VIA 000 – Convocations (0.25)

     

    General 1997 (05.28.97-05.21.98)

     

    ENG 131 – Elementary Composition I (3.00) (transfer credit from IPFW while attending North Side High School)
    CPTR 101 – Introduction to Computers (1.00) (proficiency)

    Honors and Awards

    HONORS AND AWARDS

     

    (1) Most Outstanding Chapter and (2) Net Membership Growth awards (2019), Financial Executives International-Fort Wayne Chapter – National Chapter recognition at Financial Leadership Summit at the Grand Floridian Walt Disney World Resort. Approximately 500 financial executives from across the nation attended.

     

    Board Development Series (2018), Community Foundation of Greater Fort Wayne and Indiana United Ways (monthly series during 2018 calendar year)

     

    Leadership Cabinet (2012-2017), Indiana CPA Society

     

    President (2017), Indiana CPA Educational Foundation

     

    Outstanding Community Service Award (May 2016), Indiana CPA Society

     

    + This award recognizes the outstanding service of a CPA to Society, CPA profession and community over a long period of time. Up to five recipients may be chosen. Nominees must:

    –        have made significant contributions to community service and the CPA profession

    –        have a long history of providing such services

     

    Leadership Fort Wayne (Class of 2015), Greater Fort Wayne, Inc.

     

    Forty under 40 (Class of 2014), Greater Fort Wayne Business Weekly

     

    Get on Board Bootcamp (Class of 2012), Paul Clarke Nonprofit Resource Center and Young Leaders of Northeast Indiana

     

    Leadership Institute (Class of 2012), Young Leaders of Northeast Indiana

    Scholarships

    SCHOLARSHIPS

     

    Accounting Alumni Scholarship

    Manchester Hoosier Scholarship

    Evan Moss Scholarship

    National Dean’s List

    Honors Scholarship

    North Side Alumni Association Scholarship

    Hoosier Scholarship

    Presidential Scholarship

    Irwin Katz Accounting Excellence Award

    Katz, Sapper & Miller

    Sterling Sentinel Nominee

    Manchester College Dean’s List

    Who’s Who Among College Students

    Academic Experience

    Academic Experience - University Business Faculty including AACSB MBA

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    Purdue University Fort Wayne

    Purdue University Fort Wayne                                                                            Fort Wayne, Indiana

    Visiting Assistant Professor of Accounting, Doermer School of Business                 August 2019-Present

     

    MBA Strategic Cost Management (BUS 54200)

    Computed-Based Accounting Systems (31700)

    Principles of Financial Accounting (BUS 20100)

    Foundations of Accounting (BUS 20100)

    Academic Coordinator for BUS 20100 and 20200

     

    + March 2019 – Invited to apply for service to the Doermer School of Business and university
    + April 2019 – Engaged in competitive national search to fulfill role; Skype interview with search committee; invited for two days of campus interviews with search committee and cross-section of university faculty and staff
    + May 2019 – Offer extended and accepted
    + November 2020 – Offer extended to serve as lecturer effective 08.2021

    + Responsibilities include MBA and upper level undergraduate courses as well as service to the department, university, and broader community through nonprofit board service and consulting as a practitioner
    + Pedagogy and delivery format include on campus and blended (hybrid: blend of on campus and online)

    Developing Business Leaders

     

     

    MBA/Graduate and Undergrad Faculty-Doermer School of Business                                                                                                                                                                                                                                               2019-Present

    (invited to participate in national search; MBA faculty status granted from West Lafayette)

    PFW Division of Continuing Studies/Training Outreach – Program Designer/Instructor

     

     

    MBA Faculty and Visiting Assistant Professor of Accounting                                                                                 2019-Present

    §   Invited to participate in a national faculty search for a visiting (annual contract) opening in the Doermer School of Business.

    §   Subject matter expertise – Organizational Excellence: Business and Financial Strategy & Information Systems

    §   Granted MBA faculty status from Purdue West Lafayette to develop and facilitate MBA financial strategy/cost management courses in the northeast Indiana region.

    PFW Division of Continuing Studies/Training Outreach – Program Designer/Instructor                                                                                 2019-Present

    §   Developed certificate in executive leadership (noncredit) program for senior managers with 3+ years of experience.

     

     

    MBA Faculty and Visiting Assistant Professor of Accounting                                                                                  2019-Present

    §  Invited to participate in a national faculty search for a visiting (annual contract) opening in the Doermer School of Business.

    §  Subject matter expertise – Organizational Excellence: Business and Financial Strategy & Information Systems

    §  Granted MBA faculty status from Purdue West Lafayette to develop and facilitate MBA financial strategy/cost management courses in the northeast Indiana region.

    PFW Division of Continuing Studies/Training Outreach – Program Designer/Instructor                              2019-Present

    §  Developed certificate in executive leadership (noncredit) program for senior managers with 3+ years of experience.

     

     

     

    Executive Leadership Certificatesee less

    •            TitleVisiting Assistant Professor of Accounting – MBA/Graduate and Undergraduate Faculty

    Full-time

    Dates EmployedMar 2019 – Present

    Employment Duration1 yr 11 mos

     

    + Responsibilities include MBA and upper level undergraduate courses as well as service to the department, university, and broader community through nonprofit board service and consulting as a practitioner
    + Pedagogy and delivery format include on campus and blended (hybrid: blend of on campus and online)

    University of Saint Francis

    University of Saint Francis                                                                                  Fort Wayne, Indiana

    Adjunct Faculty, Keith Busse School of Business and Entrepreneurial Leadership  August 2017-December 2017

     

     

    Cost Accounting I (ACCT 315)

    Special Topics – Cost Accounting II (ACCT 498)

    Invited to design and teach, canceled due to enrollment

     

    Indiana CPA Society

    Indiana CPA Society                                                                     Indianapolis, Indiana and Statewide

    Discussion Leader                                                                                         September 2014-Present

     

    Speaker for various continuing professional education (CPE) seminars.

     

    + Continuing professional education facilitator for business professionals and CPAs throughout Indiana
    + Topics include business, CFO and controller, financial, leadership and management, and soft skills

     

     

    Topics: CFO/business partner, leadership and management, controller updates, financial management, and data analytics

    + Active member of leadership council and various committees

    Indiana Institute of Technology (Indiana Tech)

    Indiana Institute of Technology                                                                           Fort Wayne, Indiana

    Adjunct Faculty, College of Business                                                        August 2017-December 2017

     

    Intermediate Accounting I (ACC 2300)*

    *Online

     

     

    Manchester University

    Manchester University                                                                             North Manchester, Indiana

    Visiting Assistant Professor of Accounting and Business, College of Business       July 2015-August 2016

    Computer Applications – PowerPoint (BUS 106)

    Principles of Nonprofit Management (NPM 201)

    Financial Responsibility (FIN 204)

    Spreadsheets and Databases (BUS 108)

    Principles of Accounting I (ACC 211)

     

     

    Manchester University                                                                                       Fort Wayne, Indiana

    Course Coordinator, Executive Training                                                          October 2014-April 2016

     

    Professional Development and Leadership Program: Develop and lead two of the Dynamic Development courses as part of a leadership development, executive training program for Steel Dynamics, Inc. employees.

     

     

    Finance and Communication

    Production Simulation

     

    Indiana Institute of Technology

    Indiana Institute of Technology                                                                           Fort Wayne, Indiana

    Assistant Professor of Accounting and Business, College of Business              August 2012-August 2015

     

     

    + Upper level undergraduate including MBA accounting, business, and finance courses
    + Invited to improve accounting curriculum and program

     

     

    Develop and teach the following courses (exception, MBA 6820) using Blackboard and the traditional classroom setting to blend learning:

     

    Accounting Information Systems (ACC 2990)

    Cost Accounting (ACC 2400)

    Accounting Internship (ACC 4990)

    Fraud Examination (MBA 6820)*

    Accounting Seminar (ACC 2990)

    Personal Finance (BA 2200)

    Advanced Accounting I (ACC 4700)

    Professional Skills Development (BA 3160)

    Advanced Accounting II (ACC 4740)

    University Experience (IIT 1000)

    Auditing (ACC 3300)

    *Graduate, online

    Harrison College

    Harrison College                                                                                                 Fort Wayne, Indiana

    Adjunct Instructor of Accounting                                                       September 2011-December 2011

    University Commitees

    COMMITTEES

     

    Undergraduate Policy Committee              Purdue University Fort Wayne, Doermer School of Business

    Accounting Program Review                                                             Indiana Tech, College of Business

    Career Center Faculty Advisory Board                                                             Indiana Tech, University

    Economics Faculty Search Committee                                               Indiana Tech, College of Business

    Economics Faculty Search Committee                                               Indiana Tech, College of Business

    Faculty Senate Curriculum Committee, Chair                                                  Indiana Tech, University

    Finance Redesign Committee                                                            Indiana Tech, College of Business

    Leadership Week Committee                                                            Indiana Tech, College of Business

    Relationship Committee                                                                   Indiana Tech, College of Business

    Society of Future Accountants Advisor                                              Indiana Tech, College of Business

    Web Advisory Committee                                                                              Indiana Tech, University

    Academic Affiliations

    ACADEMIC AFFILIATIONS

     

    Association of Lutheran Development Executives                                                  Verona, Wisconsin

    Member                                                                                                      February 2017-June 2018

    Finance Committee                                                                                       May 2017-January 2019

     

    Indiana CPA Educational Foundation                                                                  Indianapolis, Indiana

    Board of Trustees                                                                                      November 2013-June 2018

    Immediate Past President                                                                                    July 2017-June 2018

    President                                                                                                            July 2016-June 2017

    President-Elect                                                                                                   July 2015-June 2016

    Treasurer                                                                                                            July 2014-June 2015

    Secretary (officially engaged in November 2013)                                                             July 2013-June 2014

     

    Manchester University Alumni Association                                               North Manchester, Indiana

    Board of Directors*                                                                               January 2011-December 2019

    Immediate Past President                                                                    January 2017-December 2017

    President                                                                                            January 2015-December 2016

    Vice President                                                                                      January 2013-December 2014

    Secretary                                                                                                      January-December 2012

    Career Mentor                                                                                                  2011-December 2018

     

    *Included alumni awards and board member nominations committees

     

    North Side High School Alumni Association                                                         Fort Wayne, Indiana

    Board of Directors                                                                                           August 2007-May 2008

    Professional Experience

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    Chief Financial Officer CFO

    PROFESSIONAL EXPERIENCE

     

    Private High School    Fort Wayne, Indiana

    Chief Business and Financial Officer                                                            June 2016-November 2018

     

    + Title changed to reflect responsibilities; encompassed non-academic operations and finance
    + Common in higher education and private schools
    **+ First true CFO for this 80+ year-old organization charged with establishing the CFO function
    **+Over 100 employees
    coordinated with marketing on sharing story

    **bank, auditor, etc. liaison
    Business Office daily operations, which includes tuition as well as Human Resources, and overseeing cafeteria operations

     

    + Oversaw operations including accounting, admissions, budgets, business, dining services, enrollment, facilities and grounds, financial aid, human resources, retention, risk management, state regulations, transportation, and tuition at a private, independent school with approximately 750 students.

    + As senior management, also participated on the educational foundation development and investment committees.

     

    + The chief business and financial officer reported to the head of school (formerly executive director) and was one of 6 senior leaders of the educational institution, working alongside the principal, assistant principal, athletic director, and chief development officer. Principal duties:

    –        Led the business and operations team of four direct reports: (1) Director of admissions and retention, (2) director of business, (3) director of facilities (buildings and grounds), and (4) director of financial aid

    –        Knew, championed, and fulfilled the organization mission and values

    –        Supported the finance committee of the board of directors – Data, communication, strategy, networking, responding to need, etc

    –        Contributed meaningfully to strategic, campus-wide decisions in partnership with the other five vice presidents on the executive director’s cabinet

    –        Refined and executed balanced scorecard metrics

    –        Directed financial and non-academic business operations for the campus, including monthly and quarterly financial reports in accordance with GAAP

    –        Forecasted operations budgets for three years ahead, and cash flow one year ahead

    –        Administered internal controls and risk management protocols

    –        Represented the campus to auditors, bankers, and attorneys as needed; and

    –        Other duties as assigned by the executive director to tailor the position around a candidate’s strengths

    + Objectives, outcomes, and intent of role fulfilled

     

    Chief Business Officer                                                                                May 2017-November 2018

    + Title changed to reflect responsibilities; encompassed non-academic operations and finance
    + Common in higher education and private school

     

    Chief Financial Officer                                                                                        June 2016-May 2017

    + Senior financial executive and officer; administrative leadership team
    + Learned new ecosystem
    + Participated in board and led finance committee meetings
    + Responsible for non-academic operations
    + Supported a team of 15 with 4 direct reports across departments: (1) Business (controller) including accounting (i.e., financial oversight), finance (i.e., budgeting, forecasts, cash flows) and human resources (i.e., oversight, employee compensation packages), (2) facilities including buildings and grounds, (3) financial aid, and (4) admissions and retention
    + Led professional development initiatives for staff; introduced business and operations team concept including team and one-on-one coaching/mentoring meetings
    + Oversaw business operations including accounting, admissions, budgets, business, dining services, enrollment, facilities and grounds, financial aid, human resources, retention, risk management, state regulations, transportation, and tuition at a private, independent school with approximately 750 students
    + Responsible for annual $10 million budget
    + Identified opportunities for and led process improvement initiatives including centralize and streamline POs; introduced and designed digital PO process to complement manual flow-improved forecasting and anticipated cash outflows
    + Improved financial reporting and analysis and internal controls including segregation of duties; streamlined account reconciliations
    + Created policies for cash receipts and disbursements, prepaids, accounts payable and purchase requests, etc
    + Engaged in team compensation planning and hiring; improved and redesigned offer letter process and budget database
    + Introduced bottom-up and division/department budget collaboration
    + Participated on educational foundation development and investment committees (guest)
    + Collaborated with senior leadership team campus-wide operations as well as short, intermediate, and long term strategies
    + Engaged with chief development officer

     

    DWD Technology Group | CPA/Accounting Software Systems Consultant
    • CPA/Accounting Software Systems Consultant December 2010 – May 2012

    DWD Technology Group (a division of Dulin, Ward & DeWald, Inc.)

    • Resumed role as a Systems Consultant at DWD Technology Group.
    • With a not-for-profit and behavioral health focus, continued responsibilities for accounting software implementation, training, and client support.
    • Services included system review and implemenation; interfaces using Microsoft Access, Excel, and SQL; data imports and exports; upgrades; and report writing native to the software and via Crystal Reports.
    • Training involved onsite, online, webinars, and user group meetings.
    • Created and maintained first Sage Fund Accounting database hosted by the firm for a client.
    • Primary support for Sage Fund Accounting and served as a backup for Sage BusinessWorks and MAS 90.
    • Built Sage Fundraising 50 database using Microsoft Access as an intermediary for an international not-for-profit organization.
    • Provided year-end closing and payroll support for clients.

    Also continued controller accounting services for clients which involved overseeing month-end accounting procedures, account reconciliations, adjustments, and financial statement discussions and review.

    Parkview Health | Financial Operations Analyst

    Parkview Health                                                                                                 Fort Wayne, Indiana

    Financial Operations Analyst                                                                      May 2010-December 2010

     

    + Directed Parkview Health joint ventures toward attainment of their fiscal objectives and strategic plan through efficient resource utilization, cost effective delivery of care, sound financial management, and aggregation/communication of pertinent data

    + Participated in accomplishment of joint venture goals and Parkview Health strategic plans through collaboration with and support of unit teams, department managers, directors, and executives

    + Provided accounting services for six entities venturing with Parkview Health

    – These included Fort Wayne Endoscopy Center, Inverness Surgery Center, Northeast Indiana Cancer Center, and Parkview Ortho Hospital
    – Involvement included presenting financial results at monthly Board meetings (included doctors)

    Dulin, Ward & DeWald (DWD CPAs & Advisors) | CPA, Controller, and Accounting Software Consultant

    DWD CPAs & Advisors                                                                                        Fort Wayne, Indiana

    CPA, Controller (clients), and Accounting Software Consultant                         January 2004-May 2010

     

    Provided services for clients on behalf of two divisions of the firm: (1) CPAs and Advisors and (2) Technology (latter is an accounting software and network services including hardware support provider):

     

    DWD Technology Group (a division of Dulin, Ward & DeWald, Inc.)                        Fort Wayne, Indiana

    CPA/Accounting Software Systems Consultant                                                     May 2004-May 2010

     

    + Provided controller services for clients which involved overseeing month-end accounting procedures, account reconciliations, adjustments, and financial statement discussions and review
    + Assisted clients with year-end closing and payroll support
    + Responsible for Sage accounting software implementation, data conversions and integrations, training, and client support
    + Provided accounting software consulting services for the following Sage products: BusinessWorks, Fundraising 50, MAS 90/200 (ERP), and MIP Fund Accounting
    + Multiple industries served:

    Agriculture
    Construction
    Healthcare
    Manufacturing and Distribution
    Nonprofit Organizations
    Real Estate Development
    Retail and Wholesale

     

    Dulin, Ward & DeWald, Inc.                                                                                 Fort Wayne, Indiana

    Certified Public Accountant                                                                             January 2004-July 2007

     

    + Provided services for clients on behalf of two divisions of the firm: (1) CPAs and Advisors and (2) Technology (latter is an accounting software and network services including hardware support provider)
    + Performed audits, compilations, and reviews including inventory observations
    + Prepared tax returns including 990s and payroll
    + Provided controller services for clients which involved overseeing month-end accounting procedures, account reconciliations, adjustments, and financial statement discussions and review
    + Assisted clients with year-end closing and payroll support
    + Responsible for Sage accounting software implementation, data conversions and integrations, training, and client support
    + Provided accounting software consulting services for the following Sage products: BusinessWorks, Fundraising 50, MAS 90/200 (ERP), and MIP Fund Accounting
    + Multiple industries served:

    Agriculture
    Construction
    Healthcare
    Manufacturing and Distribution
    Nonprofit Organizations
    Real Estate Development
    Retail and Wholesale

    Kaz, Sapper & Miller (KSM) (Indianapolis) | Certified Public Accountant

    Katz, Sapper & Miller                                                                                         Indianapolis, Indiana

    Certified Public Accountant                                                                  September 2002-January 2004

     

    + Engaged in audits, including 401(k); reviews; agreed upon procedures; systems consulting; and inventory observations
    + Prepared individual, for-profit business, personal holding company, and not-for-profit tax returns
    + Designed an Access database for the recruiting process
    + Multiple industries services

    Baden, Gage & Schroeder

    Baden, Gage & Schroeder                                                                                   Fort Wayne, Indiana

    Audit/Tax Intern                                                                                            January 2001-April 2001

     

    + Engaged in audits, including 401(k); compilations; and reviews
    + Prepared individual, partnership, C-Corporation, S-Corporation, and property tax returns; financial
    statements; and S-Corporation tax return extensions
    + Performed physical inventory observation
    + Multiple industries served

    Professional Affiliations

    PROFESSIONAL AFFILIATIONS

     

    Association of Fundraising Professionals                                                             Fort Wayne, Indiana

    Member                                                                                                             July 2017-June 2018

     

    BoardSource                                                                                                    National Membership

    Member                                                                                           December 2017-December 2018

     

    Charitable Gift Planners of Northeast Indiana                                                     Fort Wayne, Indiana

    Member                                                                                                    June 2016-December 2018

     

    Financial Executives International-Fort Wayne Chapter                                       Fort Wayne, Indiana

    Board of Directors                                                                                                   July 2013-Present

    President-elect                                                                                                   July 2020-June 2021

    Vice President of Membership                                                                             July 2018-June 2021

    Membership Development Chair                                                                         July 2018-June 2020

    Membership Development Committee                                                                July 2017-June 2020

    Strategic Partner Co-Chair (Sponsorships)                                                            July 2017-June 2018

    Academic Relations Co-Chair                                                                               July 2016-June 2017

    Academic Relations Chair                                                                                    July 2013-June 2016

    Member                                                                                                                 July 2012-Present

     

     

    Add mentor for fei beginning fall 2020 or so

     

    + Vice president of membership and chair of academic relations, strategic partners (sponsors), and membership development
    + Leading membership development team, move Fort Wayne Chapter to a 100+ tier by leading an initiative to identify prospects and convert 22 to new members; improve prospecting process
    + Help increase online social media awareness; help manage Fort Wayne LinkedIn and company webpage including news articles
    + Chapter relations with 12 strategic partners (sponsors)
    + Serve as liaison to 7 area universities; coordinate annual student award recognition night

     

    The Financial Executives Networking Group, Inc.                                                Indianapolis, Indiana

    Member                                                                                                             March 2019-Present

     

    Greater Fort Wayne, Inc.                                                                                    Fort Wayne, Indiana

    Investor                                                                                                                        2004-Present

     

    Healthcare Financial Management Association, Inc.                                            Indianapolis, Indiana

    Member (Former member in 2010 while at Parkview)        March 2010-December 2010, January 2019-Present

     

    Indiana CPA Society                                                                                           Indianapolis, Indiana

    Member                                                                                                                        2004-Present

    Program Development Committee                                                        October 2018-December 2020

    Leadership Council                                                                                              July 2018-June 2020

    CPA Advocate (Legislative)                                                                                 January 2018-Present

    Leadership Cabinet                                                                                             July 2012-June 2017

    Leadership Succession Committee                                                         January 2015-December 2015

    Knowledge Management Fusion Network (CPA Center of Excellence®)                      July 2014-Present

    Online Content Resource Expert (CPA Center of Excellence®)                                          October 2014

     

    Northeast Indiana Human Resources Association (SHRM Affiliate)                      Fort Wayne, Indiana

    Member                                                                                                 March 2019-December 2020

     

    Public Service Credit Union                                                                                 Fort Wayne, Indiana

    Board of Directors (officially engaged in October 2017)                                                      July 2017-Present

    Treasurer                                                                                                               July 2019-Present

    Professional Memberships

    PROFESSIONAL MEMBERSHIPS

     

    Active

     

    American Institute of Certified Public Accountants (AICPA), January 2005-Present

    Financial Executives International (FEI), July 2012-Present

    Financial Executives Networking Group, Inc. (FENG), March 2019-Present

    Greater Fort Wayne, Inc.

    Healthcare Financial Management Association (HFMA) (also former member in 2010 while at Parkview)

    Indiana CPA Society (INCPAS), 2004-Present

    National Speakers Association (NSA), November 2019-Present

    Northeast Indiana Human Resources Association (SHRM Affiliate) (NIHRA), March 2019-Present

    Rotary International (Rotary Club of Fort Wayne), January 2018-Present

     

    Former

     

    American Accounting Association (AAA)

    Association of Certified Fraud Examiners (ACFE)

    Association of Fundraising Professionals (AFP), July 2017-June 2018

    Association of Lutheran Development Executives (ALDE), February 2017-January 2019

    BoardSource (BS), December 2017-December 2018

    Charitable Gift Planners of Northeast Indiana (CGPNI), June 2016-December 2018

    Council for Advancement & Support of Education (CASE) (Education), June 2016-November 2018

    Independent School Management (ISM), June 2016-November 2018

    Indiana Association of School Business Officials (IASBO), May 2017-November 2018

    National Association of Independent Schools (NAIS), June 2016-November 2018

    National Business Officers Association (NBOA), June 2016-November 2018

    Sigma Beta Delta (???) – Faculty Member at Indiana Institute of Technology, 2013-2015

    Toastmasters International, March 2018-December 2018

    Young Leaders of Northeast Indiana (YLNI), 2009-2010

    Civic Affiliations

    CIVIC AFFILIATIONS

     

    Community Foundation of Greater Fort Wayne                                                   Fort Wayne, Indiana

    Human Resources Committee                                                                             May 2018-June 2021

    Philanthropy Committee (formerly Fund Development Committee)                      July 2017-June 2019

    Finance Committee                                                                                            May 2017-June 2021

     

    Community Transportation Network                                                                   Fort Wayne, Indiana

    Board of Directors                                                                                    September 2013-June 2016

    Treasurer                                                                                                            July 2014-June 2016

    Finance Committee                                                                                  September 2013-June 2016

     

    Fort Wayne Dance Collective                                                                              Fort Wayne, Indiana

    Finance Committee                                                                                     August 2013-August 2015

     

    Junior Achievement of Northern Indiana                                                             Fort Wayne, Indiana

    Board of Directors                                                                                            October 2011-Present

    Speakeasy (Friendraiser) Committee                                                       October 2017-February 2018

    Finance Committee                                                                                       November 2015-Present

    Golf Marathon Volunteer                                                                                     May 2014-July 2016

    Achieve (formerly Bowl)-A-Thon Board Advisor                                                       April 2014-Present

    Golf Classic Volunteer                                                                                         June 2013-July 2016

    Adventure Quest Committee                                                                 January 2013-December 2014

    Allen County Program Committee                                                                     October 2011-Present

    Classroom volunteer and various special events and fundraising committees    Various as time permits

     

    Rotary Club of Fort Wayne                                                                                  Fort Wayne, Indiana

    Member                                                                                                           January 2018-Present

    Targeted Recruiting Committee                                                                           July 2018-June 2019

    Membership Committee                                                                                         July 2018-Present
    Student Rotarians Committee                                                                                 July 2018-Present

     

    United Way of Allen County                                                                                Fort Wayne, Indiana

    Annual Day of Caring                                                                                  August 2002-August 2012

    Professional Development

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    Professional Development

    As I joined public accounting in 2002, I began taking professional development courses including audit, tax, professional issue updates, and ethics. In 2004, I earned my CPA license having met the two-year experience requirement. As my career evolved, I expanded topics for both breadth and depth.

     

    With my involvement in many civic and professional membership associations, I have attended and presented at conferences, seminars, and workshops; participated in and led webinars; kept current on a myriad of topics through articles and other readings (i.e., magazines, newsletters); attended many for profit and nonprofit events (i.e., fundraisers, special events)

     

    Annually, I am required to average 40 hours of continuing professional education to maintain my CPA license. I exceed the minimum annually.

    Requirements

    Requirements

     

    Indiana

     

    License Renewal Date

    6/30 triennially

     

    CPE Reporting Period

    1/1 to 12/31 triennially, reporting 2017, 2020, 2023, etc.

     

    General Requirement

    120 hours, with a minimum of 20 per year

     

    Ethics Requirement

    An ethics requirement of four (4) hours of CPE credit shall be met during the reporting period through:

     

    • a minimum of four (4) hours in ethics;
    • completion of a competency-based ethics course; or
    • experience that augments the applicant’s knowledge and skill in providing accounting services specifically through application of the code of professional conduct (as adopted in 872 IAC 1-2-1(b)(1)), which shall be in a noncompensated role with a professional or trade organization verified by the organization.

     

    Other Subject Area Requirements

    10% of the total hours required in Accounting and Auditing

     

    Credit Limitations

    • Instruction: 50% maximum. Instruction of a college course is not accepted if licensee is a college instructor teaching courses on a daily basis.
    • Meetings: The following do not qualify for CPE credit: meetings conducted during eating periods; business meetings for the election of directors or officers, treasurers’ reports, or committee reports; committee work with local, state, and national professional organizations; and firm staff meetings that are oriented toward administrative and housekeeping matters.
    • Self-Study: 50% maximum.
    • University/College: Not accepted unless graduate level course in which licensee earned a grade of “C” or above.

     

    Credit Calculation

    • Instruction: Credit is equal to presentation plus preparation. Preparation is limited to two times presentation. Repeat instruction of the same course is not accepted.
    • Partial Credit: Half credits are accepted after first hour.
    • University/College: One semester hour equals 15 CPE hours; One quarter hour equals 10 CPE hours.

     

    Other State Policies

    Indiana accepts CPE credits for programs offered by National Registry sponsors.

    Professional Development
    Professional Development

    Since 2002, John has benefitted from professional development opportunities covering a breadth of business and leadership topics. Annually, he has engaged in national, regional, and local conferences, seminars, webinars, and workshops both as a speaker and attendee. Annually, John averages 40 hours of continuing professional education to maintain his CPA license. Topics over the years:

    Accounting & Auditing
    Board and Committee
    Business
    Chief Business/Financial Officer
    Communications
    Critical Thinking
    Education
    Ethics
    Facilities
    Finance
    Fraud
    Fundraising (Advancement/Development)
    Healthcare
    Human Resources
    Leadership
    Leadership versus Management
    Leading for Action
    Management
    Marketing
    Nonprofit
    Professional Issues Updates
    Risk Management
    Social Media
    Tax
    Technology

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    Professional Experience

    PROFESSIONAL EXPERIENCE

    Summary John Minnich

    Business Consultant

    + Business consultant and advisor
    + Senior level business and financial executive + Business and relations
    + CFO
    + Design and build johnjminnich.com
    + For more information, visit johnjminnich.com

    Meet John

    MEET JOHN

    johnjminnich.com/meetjohn

    John Minnich
    Business and nonprofit consultant
    Senior level business and financial executive Business and relations

    CPA, CGMA, CFRM, MAcct

     

     

     

    Highlights:
    + University faculty
    + Chief business and financial officer
    + 10 years of for profit firm experience as a professional service provider (CPA, controller, and accounting software consultant)
    + Financial Executives International-Fort Wayne Chapter board of directors, officer, and member + Indiana CPA Society leadership council and member
    + Board of directors including executive committee
    + Business and community relations

    Interests:
    + Higher education and nonprofits
    + Professional service providers
    + Accounting and finance including financial oversight
    + Executive leadership
    + Business including administration and organizational development + Community development and relations
    + Professional development and training
    + Innovation and technology
    + Coaching and mentoring
    + Strategic planning and change management

    John is an active member of Financial Executives International (FEI) and the Indiana CPA Society (INCPAS). He serves as president elect, vice president of membership, and membership development chair for FEI Fort Wayne. With FEI, he was chair of strategic partners (sponsors) and academic relations. A member of INCPAS CPA advocacy, he serves on the INCPAS leadership council as well as professional development committee and was formerly board chair of the Indiana CPA Educational Foundation and a leadership cabinet member. John is also a member of BoardSource, Financial Executives Networking Group, Healthcare Financial Management Association, National Speakers Association, and Northeast Indiana Human Resources Association.

    Active in business with professional organizations, John resides in his hometown of Fort Wayne with his wife, Carrie, a CPA director and shareholder of Dulin, Ward & DeWald (DWD CPAs and Advisors). When not advising businesses, John invests time with his wife and serves the community on several nonprofit boards including Junior Achievement of Northern Indiana and Public Service Credit Union. He is an active member of the Rotary Club of Fort Wayne. John was recognized as a Greater Fort Wayne Forty under 40, is a Leadership Fort Wayne graduate, and Young Leaders of Northeast Indiana Leadership Institute graduate.

    During his career, he has engaged with organizations and individuals in a variety of roles including board, committee, executive, chief business and financial officer (senior-level financial executive), business and membership development, controller, staff, faculty, professional development facilitator, and practitioner serving clients. John has a foundation in public accounting and consulting having practiced with three firms along with community, private business, and university experience with five universities.

     

    In addition to a background in business operations and financial reporting and analysis, John has natural interests in building professional relations. He enjoys his role as vice president of membership for FEI Fort Wayne as well as active participant with the Rotary Club of Fort Wayne membership committee.

    CPA Center of Excellence® blog articles by John Minnich

    Professional Experience | Summary

    Summary John J. Minnich, CPA, CGMA, MAcct is an Assistant Professor of Accounting with Indiana Tech. A native of Fort Wayne, he earned both a Bachelor’s degree in Financial Accounting (Magna Cum Laude) and a Master of Accountancy (MAcct) from Manchester College (currently Manchester University). His professional memberships include the American Accounting Association, American Institute of CPAs, Association of Certified Fraud Examiners, Financial Executives International, Indiana CPA Society where he serves on the Leadership Cabinet and as a seminar discussion leader, Sigma Beta Delta, and formerly Young Leaders of Northeast Indiana.

    Having served nearly a decade in public accounting as a CPA and accounting software consultant, John currently volunteers as a board member for Community Transportation Network (treasurer), Financial Executives International-Fort Wayne Chapter (academic relations chair), Junior Achievement of Northern Indiana (Allen County program committee and classroom volunteer), Manchester University Alumni Association (president and career mentor), and as a trustee (treasurer) for the Indiana CPA Educational Foundation. He also participates on Fort Wayne Dance Collective‘s finance committee.

    John resides in Fort Wayne with his wife, Carrie, also a CPA. He regularly attends networking events and professional development sessions in our community.

    Vitae Summary

    VITAE SUMMARY

    Instructor, presenter, coach and mentor, and consultant developing curriculum, advising students on career and higher education paths, and serving nonprofits and the community. Experience with evaluation of academic programs. Focused on teaching accounting and business, leadership, and professionalism. Strong interest in networking and building relationships with community leaders to bridge academic disciplines with business. Multidimensional background and interdisciplinary experience includes leadership and business expertise. Serve in multiple roles as educator, consultant, and business professional.

    Executive Summary

    EXECUTIVE SUMMARY

    During John’s career, he has engaged with several organizations in a variety of roles including executive, board, committee, staff, and practitioner serving clients. He has served in many leadership roles such as board service for many nonprofits and chief business and financial officer for a private school. Since 2011, John has served on College of Business faculty with five institutions. In 2014, he began facilitating professional development courses for the Indiana CPA Society throughout Indiana. John’s career began in public accounting providing traditional auditing and accounting services as well as accounting software and systems consulting and training. With a multidisciplinary approach, he firmly believes in lifelong learning.

     

     

     

    John is an active member of Financial Executives International (FEI) and the Indiana CPA Society (INCPAS). He serves as president elect, vice president of membership, and membership development chair for FEI Fort Wayne. With FEI, he was chair of strategic partners (sponsors) and academic relations. A member of INCPAS CPA advocacy, he serves on the INCPAS leadership council as well as professional development committee and was formerly board chair of the Indiana CPA Educational Foundation and a leadership cabinet member. John is also a member of BoardSource, Financial Executives Networking Group, Healthcare Financial Management Association, National Speakers Association, and Northeast Indiana Human Resources Association.

    Active in business with professional organizations, John resides in his hometown of Fort Wayne with his wife, Carrie, a CPA director and shareholder of Dulin, Ward & DeWald (DWD CPAs and Advisors). When not advising businesses, John invests time with his wife and serves the community on several nonprofit boards including Junior Achievement of Northern Indiana and Public Service Credit Union. He is an active member of the Rotary Club of Fort Wayne. John was recognized as a Greater Fort Wayne Forty under 40, is a Leadership Fort Wayne graduate, and Young Leaders of Northeast Indiana Leadership Institute graduate.

    Synopsis

    SYNOPSIS

    During John’s career, he has engaged with many organizations and individuals in a variety of roles including board, committee, executive, chief business and financial officer, controller, staff, faculty, and practitioner serving clients.

    He has a foundation in public accounting and consulting having practiced with three firms along with community, private, and university experience.

    Responsible for business and operations, John has supported a team of direct reports including accounting with budgeting, cash management, and forecasting; admissions and retention; business; facilities; financial aid; and human resources.

    Since 2011, he has served on College of Business faculty with five universities.

    In 2014, John began facilitating professional development courses for the Indiana CPA Society throughout Indiana.

    In addition to a background in business operations and financial reporting and analysis, he has natural interests in building professional relations. He currently serves as president elect and vice president of membership for Financial Executives International-Fort Wayne and on the Rotary Club of Fort Wayne membership committee. John is also a member of BoardSource, Financial Executives Networking Group, Healthcare Financial Management Association, National Speakers Association, and Northeast Indiana Human Resources Association.

    With a multidisciplinary approach, he firmly believes in lifelong learning. Through continued education and involvement in organizations, John adds both breadth and depth to engagements.

    Practice

    PRACTICE

    + From board member to C-suite executive, my experiences can help you think strategically and with vision.
    + Need professional financial advice though your budget cannot provide for a fulltime CFO? I can help!

    + As a discussion leader, I facilitate professional development courses and workshops on leadership, business, nonprofit, and financial best practices.
    + Having grown a multidisciplinary network of colleagues, I can assist you with strategies to build and grow your professional relationships.

    Experience

    EXPERIENCE

    Business and nonprofit consultant
    Senior level business and financial executive

    Business and relations

    CPA, CGMA, CFRM, MAcct

    Chief Business and Financial Officer | CPA | CGMA | Controller (public practice serving clients) | Consultant | Discussion Leader| Professor

    Consultant, John Minnich (2014-Present)
    Discussion Leader, Indiana CPA Society (2014-Present)

    Prior

    Chief Business and Financial Officer, Private High School (2016-2018) (Fort Wayne) Accounting and Business Professor, Manchester University (2015-2016) (North Manchester) Accounting and Business Professor, Indiana Tech (2012-2015) (Fort Wayne)
    CPA and Consultant*, DWD CPAs & Advisors/DWD Technology Group (2010-2012) (Fort Wayne) Financial Operations Analyst, Parkview Health (2010) (Fort Wayne)

    CPA and Consultant*, DWD CPAs & Advisors/DWD Technology Group (2004-2010) (Fort Wayne) CPA, Katz, Sapper & Miller (2002-2004) (Indianapolis)

    *accounting software and systems

    Honors and Awards

    HONORS & AWARDS

    Center for Creative Collaboration 2018 Panel Discussion at Indiana Tech Co-Host/Emcee – Indiana CPA Society CPA Celebration 2018 (statewide) Greater Fort Wayne Business Weekly’s Forty under 40 (Class of 2014) Greater Fort Wayne Leadership Fort Wayne

    Indiana CPA Educational Foundation (Past President)
    Indiana CPA Society 2016 Outstanding Community Service Award (statewide) Indiana CPA Society Leadership Cabinet (5 years of service)
    Young Leaders of Northeast Indiana Leadership Institute

    Interests

    INTERESTS

    + Business and Financial
    + Relationship Management
    + Technology
    + Analytics
    + Big Picture and Vision
    + Business Administration and Management + Change Management
    + Detail
    + Higher Education and Nonprofits

    + Innovation
    + Leadership and Team Development
    + Operations Management
    + Professional Development and Training + Professional Service Providers
    + Process Improvement
    + Public Speaking
    + Quantitative and Qualitative
    + Strategic Planning and Thinking

    Keynote Speaking

    KEYNOTE SPEAKING

    + Co-emceed an annual statewide professional awards ceremony and banquet with 350+ attendees + Invited to share professional networking and relationship building strategies with students at universities
    + Host of university alumni honor awards banquet (multiple years)

    + Spoke at three university graduation ceremonies welcoming new alumni

    Leadership and Community

    LEADERSHIP and COMMUNITY

    John regularly attends many business and community events.

    Professional Affiliations

    American Institute of Certified Public Accountants BoardSource
    Financial Executives International
    Financial Executives Networking Group

    Greater Fort Wayne, Inc.
    Healthcare Financial Management Association Indiana CPA Society
    National Speakers Association
    Northeast Indiana Human Resources Association Rotary Club of Fort Wayne

    Civic Affiliations

    Committees, Community Foundation of Greater Fort Wayne (Fort Wayne) (2017+) Board, Public Service Credit Union (Fort Wayne) (2017+)
    Leadership Council & Committees, Indiana CPA Society (Indianapolis) (2013+) Board-Fort Wayne (Executive), Financial Executives International (Fort Wayne) (2012+) Board, Junior Achievement of Northern Indiana (Fort Wayne) (2011+)

    Presentations

    PRESENTATIONS Discussion Leader, Frequent Frauds Found in Not-for-Profits. Indiana CPA Society: Continuing Professional Education Seminar, Indianapolis, Indiana. 12.04.15.

    Discussion Leader, Real-World Business Ethics for CPAs in Business and Industry. Indiana CPA Society: Continuing Professional Education Seminar, Indianapolis, Indiana. 12.04.15.

    Discussion Leader, Engagement Essentials: Preparation, Compilation and Review of Financial Statements. Indiana CPA Society: Continuing Professional Education Seminar, Fort Wayne, Indiana. 11.18.15.

    Discussion Leader, Engagement Essentials: Preparation, Compilation and Review of Financial Statements. Indiana CPA Society: Continuing Professional Education Seminar, Indianapolis, Indiana. 10.28.15.

    Discussion Leader, Engagement Essentials: Preparation of Financial Statements. Indiana CPA Society: Continuing Professional Education Seminar, South Bend, Indiana. 08.19.15.

    Discussion Leader, Real-World Business Ethics. Indiana CPA Society: Continuing Professional Education Seminar, South Bend, Indiana. 08.19.15.

    Discussion Leader, IT Risks and Controls in Current and Emerging Environments. Indiana CPA Society: Continuing Professional Education Seminar, Fort Wayne, Indiana. 11.11.14.

    Content Resource, Technology. Indiana CPA Society: Invited by the Society as a trusted professional to share knowledge with the membership and featured in a spotlight on the CPA Center of Excellence®. 10.02-10.10.14.

    Discussion Leader, Compilation and Review Engagement Fundamentals. Indiana CPA Society: Continuing Professional Education Seminar, Indianapolis, Indiana. 09.26.14.

    Grants

    GRANTS Lilly Professional Development (2015, Pending Approval), Ph.D. in Global Leadership

    Publications

    PUBLICATIONS Minnich, J. (03.03.15). THE SMOKE DETECTOR: Understanding Fraud and Upholding Integrity. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2015/03/03/the-smoke-detector-understanding-fraud-and-upholding-integrity

    Minnich, J. (11.04.14). THE SMOKE DETECTOR: Reinventing and Sustaining Your CPA Firm. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2014/11/04/the-smoke-detector-reinventing-and-sustaining-your-cpa-firm

    Minnich, J. (09.09.14). THE SMOKE DETECTOR: Never Too Early to Master Professional Skills. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2014/09/09/the-smoke-detector-never-too- early

    Minnich, J. (07.21.14). THE SMOKE DETECTOR: Preparing Students for Their Future in the CPA Profession. Indiana CPA Society Fusion Network.

    https://cpacoe.incpas.org/blogs/john-minnich/2014/07/21/preparing-students-for-their-future-in-the-cpa-profession

    Certifications

     CERTIFICATIONS Leadership Fort Wayne Class of 2015

    Chartered Global Management Accountant 2012-Present

    Certified Public Accountant 2004-Present

    Get on Board Bootcamp Class of 2012

    – Paul Clarke Nonprofit Resource Center and Young Leaders of Northeast Indiana

    Young Leaders of Northeast Indiana Leadership Institute Class of 2012

    Vitae Summary

     VITAE SUMMARY Educator and business leader who currently holds the position of Assistant Professor of Accounting at Indiana Tech. Instructor, presenter, mentor, and consultant developing curriculum, advising students on career and higher education paths, and serving nonprofits. Experience with evaluation of academic programs. Focused on teaching business, leadership, and professionalism. Strong interest in networking and building relationships with community leaders to bridge academic disciplines with business. Multidimensional background and interdisciplinary experience includes leadership and business expertise. Serve in multiple roles as educator, consultant, and business professional.

    Honors and Awards

    Honors and Awards

     

    President (2017), Indiana CPA Educational Foundation

    Outstanding Community Service Award (May 2016), Indiana CPA Society

    Leadership Cabinet (2012-2017), Indiana CPA Society

    40 under 40 (2014), Greater Fort Wayne Business Weekly

    Certificates

    Certificates

     

     

    Leadership Fort Wayne Class of 2015

    Get on Board Bootcamp Class of 2012

    – Paul Clarke Nonprofit Resource Center and Young Leaders of Northeast Indiana

    Young Leaders of Northeast Indiana Leadership Institute Class of 2012

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    Community Leadership

    COMMUNITY LEADERSHIP

     

     

     Association of Lutheran Development Executives (finance committee)

    Community Foundation of Greater Fort Wayne (finance, human resources, and philanthropy committees)

    Community Transportation Network (former: board member and treasurer)

    Financial Executives International-Fort Wayne Chapter (current: board of directors, membership development committee chair; former: alumni relations chair, and strategic partner/sponsorships chair)

    Fort Wayne Dance Collective (former: finance committee)

    Indiana CPA Educational Foundation (past: president, president-elect, treasurer, and secretary)

    Indiana CPA Society [current: leadership council, CPA Advocate, and knowledge management fusion network

    and online content resource expert (CPA Center of Excellence®); former: leadership cabinet, leadership succession committee]

    Junior Achievement of Northern Indiana (current: board of directors, finance committee, Allen County program committee, various special events and fundraising committees; former: classroom volunteer)

    Manchester University Alumni Association (current: board of directors; past: president, vice president, secretary, and career mentor)

    North Side High School Alumni Association (former: board of directors)

    Public Service Credit Union (board of directors)

    United Way of Allen County (former: Annual Day of Caring)

    Executive Leadership | Business and Financial | Executive Summary
     EXECUTIVE SUMMARY Business, community, and education leader who currently holds the position of chief business and financial officer at Concordia Educational Association. Faculty, instructor, presenter, mentor, speaker, and consultant serving businesses and the community. Strong interest in networking and building relationships with community leaders to enhance business and the community. Multidimensional background and interdisciplinary experience includes leadership and business expertise. Serve in multiple roles as educator, consultant, and business professional.
    Advisory NewsletterBest Practices

    Discover best practices curated around organizational excellence and high-performance for businesses.

    Contact Us

    Executive Coaching

    Executive Advisor

     

    Executive Advisory

     

    Advising and Coaching Business Leaders on Business Performance and Strategy

     

    What is Executive Advisory?

    Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through business advisory, CFO advisory, executive facilitation, and strategic planning.

     

    Who is Executive Advisory for?

    As executive advisor, we help our business owner and management team clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

    Learn more.

    Business Advisor

    Business Advisor

     

    Business Advisory

     

    Advising Business Owners and Executives Helping You Achieve Organizational Excellence

     

    What is Business Advisory?

    Through our client advisory services as active strategists, we help you leverage resources including technology and management best practices to align company goals, processes, and business units. Through a collaborative approach, we as advisors assist clients with process improvements and accountability.

    Think of it as adding a chief operating officer COO with financial expertise to your team.

    Learn more.

    CFO Advisor

    CFO Advisor

     

    CFO Advisory

     

    Helping Benchmark and Improve Financial Performance

     

    What is CFO Advisory?

    Interactive discussions and reviews of key areas of business including financial performance

    As CFO, we enhance your executive team bringing financial executive, business administration and operations expertise.

    We also advise and coach executives.

    Learn more.

    Executive Facilitator

    Executive Facilitator

     

    Executive Facilitation

     

    Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

     

    What is Executive Facilitation?

    Interactive discussions and reviews of key areas of business performance

    Leaders are responsible for organizational clarity and vision so that teams have direction. Strategic vertical alignment and clarity is key in motivating employees to success. External assistance to facilitate groups towards this clarity transforms organizations.

    Learn more.

    Strategic Executive Advisory

    Organizational Strategist

     

    Organizational Strategy

     

    Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

     

    What is Business Strategy?

    An inspirational and interactive strategic service for owner managed businesses

     

    Fresh Focus and Feeling in Control

    Our interactive facilitated strategic service enables you to do just this with us, in an innovative way.

    You are then able to focus on the exciting implementation of your plans with fresh inspiration and with our support.

     

    What Areas Do You Focus on for Business Strategy?

    Advocates of cross-functional leadership, we collaborate with your existing team on four areas of business operations: (1) financial, (2) internal business processes, (3) customer experience, and (4) learning and growth.

    Learn more.

    It's Time to Start Growing Your Business

    John Minnich, LLC is your trusted executive advisor and business coach. We advise business leaders on business performance and strategy.

    Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through business advisory, CFO advisory, executive facilitation, and strategic planning.