INTRODUCTION

Applicant is the owner of Good Business Training and Consulting in Richmond VA. He has been an acclaimed Oracle financial trainer and seminar leader in North America for years.

Applicant has been training and consulting with customers of Confidential across the U.S., Canada, and Europe on its various financial software products. Applicant has been (and still is) an Oracle Education Training Partner (contractor) since 1997. Applicant has spent much of his time during this period at Oracle Education Centers and at Oracle client sites being booked directly by Oracle. He teaches and creates training products using various tools including UPK (Oracle’s web-based CBT product)for Projects, General Ledger, Fixed Assets, Receivables, Payables, Purchasing, Cash Management, Financial Applications Overview, eBusiness Suite Essentials for Implementers and Financials Functional Foundation (the table relationships behind all of the financials). He has taught the classes in R12 including R12 Oracle Financials New Features Fundamentals and R12 Subledger Accounting Fundamentals.

Some of Applicant’s projects outside of OracleUniversity have been:

• Training Manager working with Confidential in Chicago to train its employees with a combination of live training and UPK.
• Working with Confidential in Cupertinto, CA to train its employees with a combination of live training and UPK.
• Working with Confidential in Dallas creating user documentation and training users.
• Working with Confidential on creating Oracle user training using UPK.
• Writing Oracle financial training documentation and performing classroom training for Confidential.
• Training Lead working with the Confidential. Create Oracle customized documentation for GL, AP and AR. Train 500 users.
• Working with Confidential and the Confidential on creating Oracle financial user documentation for Oracle GL, AP and AR with UPK.
• Working with Confidential on creating training exercises and training users on Oracle Purchasing including i-Procurement.
• For 5 years, Applicant provided financial, credit and collection and creativity seminars across the U.S. with Dun and Bradstreet.
• Applicant, a Certified Management Accountant and a Certified Management Consultant, worked for 15 years in financial management positions for major or porations and was a CFO. He spent several years in the manufacturing and accounting software industry providing pre and post-sales support in North America.
• Applicant has been published in numerous national magazines in North America (Management Accounting, The Bottom Line, Computing Canada and PC Magazine) and wrote the software column in the Canadian CMA Magazine for 2 years. In ‘92, Applicant wrote an article on Oracle software.

Work Experience

1990 – current

Confidential.

• Operated his own company to train and consult on financial software and other skills. Since 1997, Applicant has been an Education Financials Contractor with Confidential. He has trained customers both domestically and internationally on the Financials modules from release 10.7 to 12. The training has occurred at both Oracle Education Centers and at client sites. He teaches and creates training products using various tools includingUPK (Oracle’s web-based CBT product)for Projects, General Ledger, Fixed Assets, Receivables, Payables, PO, Cash Management, Financial Applications Overview, and Financials Functional Foundation (the table relationships behind all of the financials). He has taught the classes in R12 including R12 Oracle Financials New Features Fundamentals and R12 Subledger Accounting Fundamentals. He has been involved with a multitude of change management situations. He has created customized Oracle User Documentation and planned out the training for numerous clients on a project basis.

• Nov/10-Dec/10 Training Consultant with Confidential in Atlanta to create UPK training on Clarity Systems.
• May/10-November/10 Training Manager working with Confidential and Confidential in Chicago to train its employees with a combination of live training and UPK.
• Jan/10-April/10 working with Confidential in Cupertino, CA to train its employees with a combination of live training and UPK.
• May/07-Dec/09 working with Confidential and its partners on weekly training events at customer and Oracle University sites domestically and internationally.

• Mar-Apr/07 working with Confidential in Dallas creating user documentation and training users.
• July/06-Feb/07 working with Confidential and Confidential on creating Oracle user training using UPK.
• March/06-June/06 working with Confidential on weekly training events at customer and Oracle University sites domestically and internationally.
• Dec/05-March/06 writing Oracle financial training documentation and performing classroom training for Confidential
• July – Dec/05 Training Lead - Working with the Confidential Create Oracle customized documentation for GL, AP and AR. Train 500 users.
• Nov/04 – June/05 working with Confidential on creating Oracle financial user documentation for Oracle GL, AP and AR with UPK.
• July/04-Nov/04 working with Confidential on weekly training events at customer and Oracle University sites domestically and internationally.
• April/04 – July/04 working with Confidential on creating training exercises and training users on Oracle Purchasing including i-Procurement.
• Oct/97-April/04 working with Confidential on weekly training events at customer and Oracle University sites domestically and internationally.

From 1994-1999, Applicant delivered hundreds of seminars for Confidential across the U.S. These included financial seminars for non-financial people, budgeting, credit and collections, and creativity seminars. Applicant had both delivered his own seminars and other people’s for D&B. These seminars were usually delivered in hotels with an audience size between 30 and 150 people.

From 1990-1997, Applicant developed many financial seminars both publicly and at client sites.

3/89 - 11/89

Confidential 
Consultant

• Train, consult, and support customers (in a help desk environment) in Canada.

1988 - 1989

Confidential.
Financial Consultant

• Supported Canadian and U.S. customers for pre/post-sales re: accounting software.

1986 - 1988

Confidential
Controller (Canadian CFO)

• All accounting functions, financial reporting, and budgeting. Distribution - includes order desk, invoicing, warehouse, and inventory control. Information Technology, fleet management, purchasing, office management and special projects.
• Developed Controllership function (was first Controller).
• Originated procedure manual.

1984 - 1986

Confidential
Business Analyst

• Special projects i.e. product profitability analysis

1979 - 1984

Confidential.
Centralized Financial System Program Manager, Manager Centralized Financial System and Accounting

• Was the functional project manager for a new accounting system in Canada which was later to be implemented globally. This was before you could buy a major financial integrated solution such as Oracle. We developed our own solution. The role including managing, designing and implementing. It was a very strong project management role.
• Managed 3 supervisors and a total staff of 16.
• Held many meetings with users to document the current system and the users’ wish list for the new system.
• Helped to develop and design the new system from a functional perspective.
• Successfully implemented the new accounting system. Wrote the user system manual.
• Functionally - Assistant Treasurer. Signing Officer. Manage Canadian Accounting.
• Financial Reporting Manager, Manager Financial Planning, Accounting Manager
• Special projects for the V.P. Finance.
• Business Assessments for Long Range Planning.

1977 - 1979

Confidential.
Budget Analyst

• Designed and implemented a Zero Based Budgeting System and a Management Reporting System.

1976 - 1977

Confidential.
Assistant Chief Accountant and Collection Manager

• Successfully headed up an A/R collection program.

Education

Confidential

Canadian Association of Management Consultants

• Graduated 1994 with the CMC designation

Society of Management Accountants of Ontario

• Graduated 1979 with the CMA designation

Confidential

• Psychology Major