29th Independents Conference & Exposition
29th Independents Conference & Exposition
April 18-20, 2012
Hotel del Coronado
Coronado, California
April 18-20, 2012
Hotel del Coronado
Coronado, California
April 18-20, 2012 — Coronado (San Diego), California
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| Robert E. Eash Bill Himpler DR. FRANK L. LUNTZ | Morris R. Marshburn Scott Ruby Chris Stinebert | Joe Theismann |
Robert E. Eash
McGladrey & Pullen, LLP
Summary of Experience
Bob is responsible for managing audit engagement teams, resolving audit and accounting issues, maintaining client relations and resolving financial reporting matters including SEC matters. He serves clients in the manufacturing, distribution and financial services industry.
Bob advises clients with mergers and acquisitions, asset based lending due diligence, internal control structure design and modification. Bob has been involved with several first-time client transitions. He has met with predecessor auditors and with management to gain an understanding of the complex areas to properly plan the audit engagement and to minimize client disruption during these transitions.
He joined McGladrey & Pullen, LLP in July 1987 and transferred to the Raleigh office of McGladrey & Pullen, LLP in December 2000.
Professional Affiliations
Bob is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and is licensed in the states of Indiana, New Jersey, North Carolina, Michigan, Ohio, Oklahoma, Florida, and Texas. Bob is also participating in The McGladrey CFO Program developed and presented by the Executive Development Center of the University of Minnesota's Carlson School of Management.
Bob has been an instructor of the firm's continuing professional education programs for the past four years providing training to our associates throughout the country. Bob has spoken at the Independents Division of the American Financial Services Association and at the North Carolina Resident Lenders conference to present results of benchmarking information for the finance company industry. Bob has also presented new accounting pronouncements for clients and friends of McGladrey.
Community Involvement
Bob is a graduate of Leadership Raleigh 17, a member of a CFO Roundtable group sponsored by The Greater Raleigh Chamber of Commerce, and an inaugural member of the Young CPA cabinet with the North Carolina Association of Certified Public Accountants.
Education
Manchester College, North Manchester, Indiana in 1987 with a B.S. in Accounting.
Bob is responsible for managing audit engagement teams, resolving audit and accounting issues, maintaining client relations and resolving financial reporting matters including SEC matters. He serves clients in the manufacturing, distribution and financial services industry.
Bob advises clients with mergers and acquisitions, asset based lending due diligence, internal control structure design and modification. Bob has been involved with several first-time client transitions. He has met with predecessor auditors and with management to gain an understanding of the complex areas to properly plan the audit engagement and to minimize client disruption during these transitions.
He joined McGladrey & Pullen, LLP in July 1987 and transferred to the Raleigh office of McGladrey & Pullen, LLP in December 2000.
Professional Affiliations
Bob is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and is licensed in the states of Indiana, New Jersey, North Carolina, Michigan, Ohio, Oklahoma, Florida, and Texas. Bob is also participating in The McGladrey CFO Program developed and presented by the Executive Development Center of the University of Minnesota's Carlson School of Management.
Bob has been an instructor of the firm's continuing professional education programs for the past four years providing training to our associates throughout the country. Bob has spoken at the Independents Division of the American Financial Services Association and at the North Carolina Resident Lenders conference to present results of benchmarking information for the finance company industry. Bob has also presented new accounting pronouncements for clients and friends of McGladrey.
Community Involvement
Bob is a graduate of Leadership Raleigh 17, a member of a CFO Roundtable group sponsored by The Greater Raleigh Chamber of Commerce, and an inaugural member of the Young CPA cabinet with the North Carolina Association of Certified Public Accountants.
Education
Manchester College, North Manchester, Indiana in 1987 with a B.S. in Accounting.
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Bill Himpler
American Financial Services Association
Bill and his government relations team have enhanced AFSA’s presence in the political debate affecting a number of issues that impact member companies’ ability to offer affordable credit options to American consumers. He has been called on to sit in the hot seat at the witness table in congressional hearings and has served as an industry spokesman on a number of pressing topics.
Bill came to AFSA in 2004 from the U.S. Department of Housing and Urban Development, where he headed the congressional relations office. Prior to joining HUD, Himpler was director of legislative affairs for BGR Holding, LLC, where he worked as a lobbyist for Haley Barbour, who is now the governor of Mississippi. While on Capitol Hill, he served as tax counsel and legislative director for Rep. Jerry Weller of Illinois, as well as a senior legislative assistant with Rep. Charles Canady from Florida.
Bill holds a bachelor’s degree from the University of Steubenville, a master’s degree from Dominican House of Studies, and a law degree from The Catholic University of America.
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DR. FRANK L. LUNTZ
Frank Luntz is one of the most honored communication professionals in America today. Sir David Frostcalls him“the Nostradamus of pollsters,” and Time magazine named him one of “50 of America’s most promising leaders aged 40 and under.” He is the “hottest pollster” in America according to the Boston Globe, one of the four “Top Research Minds” according to BusinessWeek, and a winner of the coveted Washington Post “Crystal Ball” award for being the most accurate pundit. Luntz’s focus groups have become so influential that presidential candidate Barack Obama had this to say following the PBS presidential debate: “When Frank Luntz invites you to talk to his focus group, you talk to his focus group.”
Luntz has written, supervised, and conducted more than 2,000 surveys, focus groups, ad tests, and dial sessions in over two dozen countries and four continents over the past decade. He has become the go-to consultant when Fortune 100 companies and their CEOs need communication and language guidance, from General Motors to Federal Express, Disney to American Express, from AT&T to Microsoft, from Lowe’s to Pfizer, from Kroger supermarkets to McDonalds to the entire soft drink, hotel, and motion picture industries, as well as for the U.S. Chamber of Commerce, the National Association of Manufacturers and the Business Roundtable. In some capacity he has helped almost 30 Fortune 100 companies navigate the economic climate and connect more closely with consumers.
The “Instant Response” focus group technique pioneered by Luntz has been profiled on 60 Minutes, Good Morning America (on Election Day 2008) and on the award-winning PBS show Frontline. He has been a guest on virtually every talk show in America, including Meet the Press, Nightline, The Today Show, Charlie Rose, The Jim Lehrer News Hour, The O’Reilly Factor, Tavis Smiley, Montel Williams, and Hardball. He also served as a consultant to the award-winning NBC hit show The West Wing.
More media outlets have turned to Luntz to understand the hopes and fears of Americans than to any other political pollster. In 2008, he was the “Focus Group Czar” for Fox News, conducting over 40 sessions in 14 states, as well as co-hosting four live hour-long prime time specials and dial sessions during every debate. Luntz was a primary night and election night commentator for The News with Brian Williams on MSNBC in 2000 and for Hardball in 2004. His reoccurring segments on MSNBC/CNBC, “100 Days, 1,000 Voices” won the Emmy Award in 2001. Luntz has conducted focus group sessions for all three major television networks, two of the three cable news channels, PBS and the BBC, as well as for The Wall Street Journal, Newsweek, The New Yorker, and U.S. News & World Report.
Frank is the author of three New York Times bestsellers in a row: Words that Work: It’s Not What You Say it’s What People Hear (2007), What Americans Really Want…Really (2009) and WIN: The Principles to take Your Business From Ordinary to Extraordinary (2011) - which hit the New York Times and Wall Street Journal lists in its very first week of release.He has also written about language for The Wall Street Journal, the New York Times, the Los Angeles Times, the Financial Times, The Times of London, and the Washington Post.
When he is not consulting, Dr. Luntz can often be found in front of a classroom. From 1989 until 1996, he was an Adjunct Professor at the University of Pennsylvania. He has also taught courses at Harvard and George Washington University.
Frank graduated from the University of Pennsylvania with honors and a Bachelor of Arts degree in history and political science, and was awarded a Thouron Fellowship. He received his Doctorate in Politics at the age of 25 from Oxford University. He spoke for 24 straight hours as part of the Oxford Union Society’s Guinness World Book of Records debate. In the spring of 1993, Frank was named a Fellow at Harvard University’s Institute of Politics, the second youngest individual ever to receive this honor.
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Morris R. Marshburn
McGladrey & Pullen, LLP
Summary of Experience
Morris has over twenty-one years experience in providing audit and accounting services, along with general business advice. Morris works full time with finance companies across the United States serving as client services coordinator and audit service partner. He assists other professionals across the Firm for finance company clients served in other markets. He focuses in the audit and accounting functional area and provides consultations to finance companies based on his concentration in this industry.
Morris has a broad base of experience in serving finance companies, giving him an ability to view client businesses in strategic framework that brings a "value added" dimension to the consultations in which he is involved. He has a comprehensive knowledge of many facets of finance company operations, which is unique due to his very active role in the industry.
He actively speaks to national and state industry associations. He has authored numerous articles for industry publications and initiated the industry surveys currently being performed annually by The American Financial Services Association. Morris has also been qualified as an expert witness in sub-prime finance company cases. Morris serves as practice leader for financial services for the Carolinas.
Professional Affiliations
Morris is a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. He served as past-Chairman of the American Financial Services Association Member Advisory Board and remains a member of this Advisory Board. Morris is also a member of the American Financial Services Association Independents Advisory Board.
Education
Bachelor of Science degree in Accounting from the University of North Carolina at Wilmington.
Morris completed the McGladrey & Pullen, LLP Business Advisor Program that The University of Chicago Graduate School of Business in 2005.
Morris has over twenty-one years experience in providing audit and accounting services, along with general business advice. Morris works full time with finance companies across the United States serving as client services coordinator and audit service partner. He assists other professionals across the Firm for finance company clients served in other markets. He focuses in the audit and accounting functional area and provides consultations to finance companies based on his concentration in this industry.
Morris has a broad base of experience in serving finance companies, giving him an ability to view client businesses in strategic framework that brings a "value added" dimension to the consultations in which he is involved. He has a comprehensive knowledge of many facets of finance company operations, which is unique due to his very active role in the industry.
He actively speaks to national and state industry associations. He has authored numerous articles for industry publications and initiated the industry surveys currently being performed annually by The American Financial Services Association. Morris has also been qualified as an expert witness in sub-prime finance company cases. Morris serves as practice leader for financial services for the Carolinas.
Professional Affiliations
Morris is a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. He served as past-Chairman of the American Financial Services Association Member Advisory Board and remains a member of this Advisory Board. Morris is also a member of the American Financial Services Association Independents Advisory Board.
Education
Bachelor of Science degree in Accounting from the University of North Carolina at Wilmington.
Morris completed the McGladrey & Pullen, LLP Business Advisor Program that The University of Chicago Graduate School of Business in 2005.
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Scott Ruby
McGladrey & Pullen, LLP
Scott has more than 20 years experience assisting both public and closely held businesses in a number of industries. He has significant mergers & acquisitions experience that includes structuring transactions and assisting with the economic and tax due diligence process. He is known for identifying creative and cost effective tax planning strategies for his clients.
Scott joined the firm in 2002 as a member of the McGladrey national tax office division that identifies and evaluates high-level tax planning strategies. These strategies include effective M&A, estate and federal income tax planning strategies for individuals and business entities. In May 2004, he joined the Raleigh-based tax practice. Scott currently serves as the lead tax director for tax planning and other tax services for finance industry clients.
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Chris Stinebert
Chris Stinebert is president and chief executive officer of the American Financial Services Association (AFSA), a national, Washington, D.C.-based trade association representing 350 financial services firms and their 10,000 branch offices. These member companies provide over $360 billion in credit to consumers and small businesses each year. Founded in 1916, AFSA has a broad membership, including mortgage & home equity lenders, vehicle finance, credit card issuers, and consumer finance providers. Although diverse, AFSA's membership is united by its goal of serving the credit needs of consumers and businesses.
The financial services industry is highly regulated at both the federal and state levels. Therefore, government affairs and advocacy—legislative, regulatory and judicial—are major association activities. AFSA also focuses on professional development through conferences & expositions, investor forums, and management development programs at the University of North Carolina and Marquette University.
Mr. Stinebert joined AFSA on November 1, 2006. Previously he served as president and chief executive officer of the Arlington, VA-based Manufactured Housing Institute (MHI), which represents the interests of manufacturers, lenders, and communities that produce, sell, finance and purchase factory built homes. Prior to joining MHI in 1998, he was president and chief executive officer of the National Concrete Masonry Association (NCMA) based in Herndon, VA.
Mr. Stinebert has 30 years of knowledge and experience in managing national trade associations with key highlights in government affairs and advocacy; strategic planning and implementation; technical standards and regulations; and economic and statistical data collection.
A graduate of Randolph-Macon College in Ashland, VA, Mr. Stinebert currently serves on the U.S. Chamber of Commerce's Committee of 100 which is comprised of 100 CEOs of leading trade associations.
The financial services industry is highly regulated at both the federal and state levels. Therefore, government affairs and advocacy—legislative, regulatory and judicial—are major association activities. AFSA also focuses on professional development through conferences & expositions, investor forums, and management development programs at the University of North Carolina and Marquette University.
Mr. Stinebert joined AFSA on November 1, 2006. Previously he served as president and chief executive officer of the Arlington, VA-based Manufactured Housing Institute (MHI), which represents the interests of manufacturers, lenders, and communities that produce, sell, finance and purchase factory built homes. Prior to joining MHI in 1998, he was president and chief executive officer of the National Concrete Masonry Association (NCMA) based in Herndon, VA.
Mr. Stinebert has 30 years of knowledge and experience in managing national trade associations with key highlights in government affairs and advocacy; strategic planning and implementation; technical standards and regulations; and economic and statistical data collection.
A graduate of Randolph-Macon College in Ashland, VA, Mr. Stinebert currently serves on the U.S. Chamber of Commerce's Committee of 100 which is comprised of 100 CEOs of leading trade associations.
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Joe Theismann
Joe Theismann is an entrepreneur and the former star quarterback for the Washington
Redskins. Most recently, he spent the last decades working for ESPN on their NFL
broadcast. Currently, Joe works for the NFL Network as an analyst, broadcasting the
Thursday Night NFL games and is also a co-host for the NFL Network show called
Playbook.
The former Washington Redskins quarterback joined ESPN in April 1988, reuniting with
play-by-play voice, Mike Patrick. Theismann joined ESPN after spending two seasons as an NFL analyst for CBS Sports. A 12-year NFL veteran, Theismann played in 163 consecutive games from 1974-1985 and holds Redskins’ records for passing yardage (25,206), completions (2.044) and attempts (3,602). A two-time Pro Bowl selection, Theismann led Washington to a 27-17 victory over the Miami Dolphins in Super Bowl XVII.
Theismann was selected the NFL’s Man of the Year in 1982 for his community service and dedication to the health and welfare of children. He won the league’s 1983 Most Valuable Player Award for leading the Redskins to an NFL-recorded 541 points and a second consecutive Super Bowl appearance. His career ended abruptly in 1985 after sustaining a broken leg during a game against the New York Giants on national television. Theismann graduated in 1971 from the University of Notre Dame where he received All- America honors and led the Fighting Irish to consecutive Cotton Bowls and was runner-up to Jim Plunkett in the Heisman Trophy balloting. In 2003, Theismann was inducted into the College Football Hall of Fame. Theismann began his career in 1971 with the Toronto Argonauts of the Canadian Football League, after being drafted by the Miami Dolphins and Major League Baseball’s Minnesota Twins. Theismann, a much sought after motivational speaker, also oversees a popular Washington,
DC restaurant that bears his name. He is also the author of The Complete Idiots Guide to Understanding Football Like a Pro.
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