CPN has multiple Associates whose skill sets range from major accounting practices to CFO’s of large companies, compliance and due diligence specialists and real estate experts. All Associates have over 10 years of experience and are recognized in their respective fields. Many have worked with recognized firms and some have deep ties to government and Fortune 500 Companies.

The principal, Mr. Pappie, is a recognized corporate financial specialist. Mr. Pappie has also had his commentary published by the World Bank, was appointed to the Reagan Congressional Commission, has worked with the Small Business Administration Advocates Office in Washington DC and the SEC’s Small Business Issuers Advisory Committee. He has personally authored or edited more than 200 business documents including business plans, industry analytical research reports, valuations, due diligence documents, private placement memoranda, and grant proposals. Mr. Pappie received his B.S. degree from Fitchburg State College in Massachusetts, with a Major in Marketing, and minors in Economics, Finance and Business Law.

Lead Associate: Leonard was a senior associate for mergers and acquisitions for The Geneva Companies, an Investment banking subsidiary of Salomon-Smith Barney. Leonard analyzed over 75 businesses to determine economic value for potential acquisitions. In his duties he developed sales/profit forecasts, researched industrial market trends and prepared marketing documents. He is a business valuation expert.

Lead Associate: Cliff has consulted with troubled organizations for more than 35 years. In his first project, he was assigned by the Chairman and CEO of TRW to serve in a small team addressing Cleveland’s Urban Problems. At Ernst & Young, he headed a small team for the restructuring of the Chief Administrative Office of Orange County, California. For BDO Seidman, he  prepared the first comprehensive marketing plan for the Los Angeles office, and assisted the Office Managing Partner in formation of the marketing team to implement the plan.

As Principal Consultant to the Chairman & CEO of The Wickes Companies, Inc., he started the original documentation of the company for the U.S. Bankruptcy Court, that continued for 30 months.  Researched, structured, configured, edited and produced 250 corporate
presentations over  six years, for all C-level officers.

As Managing Director for Janas Associates (M&A), researched and prepared, for companies being sold, The Book, for review by prospective purchasers. He also consulted sell-side and buy-side clients on their visual presentations to small to mid-sized audiences, as well as Janas marketing presentations to law firms and CPA firms.

Lead Associate: Olivia has authored an entire series of articles and video instruction on SEO and has spoken at events with Constant Contact and other notable companies. She has worked with, or for, Fortune 500 companies as a content specialist and lead software project planner. She has also ghost written several books and articles and is considered an awareness expert. She has worked with several famous self motivational speakers as well in various capacities.

Lead Associate: Brandon has 15+ years in small business development and project management; including web design, web marketing, graphics, content writing, business documents and CMS publishing platforms. Quantitative Analysis for Managers, Operations and Organizations, Accounting for Managers, Marketing Environment, Economics for Decision Makers, Finance for Decision Makers, Advanced Managerial Accounting, Managerial Economics, Financial Management, Marketing Management, Strategic Management, Management Skills Development, Statistical Methods, Applied Business Research.

An example of some of our Associates:

Associate: A “graduate” of two of the “Big Four” global accounting and consulting firms, and prior professional titles such as: Director, Principal, Managing Director, and Vice President-CIO. Has industry specialization in financial securities and financial services vendors, leading consulting teams of six to 175, and projects as large as a $28 billion commercial bank. He has total familiarity with “back room” operations and a B.S. in Operations Research, M.B.A. and J.D. degrees.

Associate: He has over 30 years experience consulting in marketing, new product development, and import/export management. Foreign sourcing, negotiating, foreign LCs, physical security, ocean shipping, customs and other compliance documentation, compliance packaging & labeling, and domestic distribution for food and grocery products, commodities, fruits & vegetables, auto parts, and toys including rollout processes, event planning and execution, and tradeshow management.

Associate: BA undergraduate degree and JD with over 25 years of experience in corporate law, finance and administration, having served as the Chief Administrative Officer and Chief Operating Officer of companies in the petroleum and consumer goods industries.

Associate: A CPA with over 30 years of experience, specializing in accounting, taxes and financial management. Managing partner of a venture capital portfolio, Focused on life science and medical device companies. As co-founder he serves as CFO of a portfolio company. He has many years of debt and equity funding experience. He began his career in the tax department of a Big Four accounting firm, with public and privately-held companies.

Sample subject matter experts:

Subject Matter Focus: Operations Research

Description: He has obtained a MS Degree with over 25 years of experience in the supply chain and logistics area. He began his career as a consultant at one of the major general management consulting firms, moved into operational management at manufacturing and distribution companies, and has recently been a consultant in these areas.

Subject Matter Focus: Finance

Description: BS in Physics and MBA in with an Associate Degree in Actuarial Science with over 25 years of experience in actuarial, benefits and compensation consulting. He has run the risk management division of an executive wealth management company. Has been the regional head of a major ABC firm and consulted to Fortune 500 clients.

Subject Matter Focus: Administration

Description: He has nearly 30 years experience in consulting, human resources and administrative support management. Served as firm administrator for a major international accounting and consulting firm in southern California for 18 years. This included purchasing, firm and client records management, facilities management, telephone systems installation and maintenance, staff orientation and training, staff scheduling and deployment and administrative budgets.

Subject Matter expert focus:  Construction Development

Description: A recognized leader in the urban planning and development field with over 35 years experience. He has consulted in both public and private sectors dealing with entitlement, environmental, community, and economic development issues. He has counseled real estate investors, developers, builders, engineering firms and other businesses in managing and deploying fiscal and real estate assets to best achieve desired objectives. Has assisted client companies in understanding the dynamics of surrounding communities, and how they can develop positive local relations. Member: The Urban Land Institute and The Planning Roundtable of a large state.

Subject Matter Focus: Information Technology

Description: A seasoned information technology consultant, with multiple professional designations and more than 25 years experience including 29 full life-cycle implementations, 20 systems upgrades, and 23 sub-systems. Specialization includes project, program, and account management. Industries served: entertainment, publishing, healthcare, national retail clothing, national retail pharmacies, global automotive manufacturing, telecommunications, aerospace, and insurance.

Subject Matter Focus: Supply Chain Management

Description: A senior executive with more than 30 years industry line, senior staff and management consulting experience, and degrees in engineering and management science from UC Berkeley and Stanford. He specializes in supply chain management, consumer products distribution strategies and cost analysis. He maintains a number of professional designations, speaks at trade association conferences, and is a member of relevant professional associations.

Subject Matter Focus: Growth Consultant

Description: An independent consultant with 20 years experience, providing strategic advisory services to growth companies, primarily in the media, technology consumer products segments in the U.S. and Europe. Special areas of expertise are, strategic planning, business and product development, mergers and acquisitions, financing strategies, and raising capital. He also, served as vice president of corporate development for a media and entertainment firm dedicated to major pop culture properties. Frequently travels to the U.K and Switzerland, and is multi-lingual.