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Bonnie Grow

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Accounting and Management Experience:

Bonnie Grow joined Warren Whitney in December of 2012 as a senior accountant after a 27 year career as Finance Director of a non-profit assisted living facility serving low-income elderly and disabled residents.  As such, she has extensive experience in all aspects of the accounting function including A/R, A/P and payroll processing, both in-house and out-sourced.  She was also responsible for preparation of monthly financial statements, year-end closings, budgeting and completion of numerous reports for local departments of social services and state agencies.

Bonnie also has experience in the banking industry preparing job descriptions and creating audit program guides for a local Savings & Loan Association.

She is currently serving as a senior accountant for several clients in the non-profit sector and the for-profit industry.

Education and Professional Associations:

Bonnie has an undergraduate degree in Biology from Mary Washington College and a post-baccalaureate certificate in Accounting from Virginia Commonwealth University.  She currently serves on the Board of Trustees of her local community association.

Gene Gregory

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Gene Gregory is a director of Warren Whitney, working with clients requiring senior level operations, accounting, or financial management.  He brings over 30 years of progressive experience helping organizations establish and meet growth and profitability through active and ongoing management decision making.

Management Experience:

Gene generally serves clients in the role of CFO or COO. He brings to clients a creative and enthusiastic, but studied approach to problem solving and broad, multidisciplined experience in effectively managing numerous projects and people to meet organizational goals.

Gene has served Warren Whitney for over twelve years, starting originally in 1993, with a break in service for a successful 11-year entrepreneurial stint as an owner of a specialized home medical equipment company. Returning in 2007, Gene has continued to serve not-for-profit clients with a variety of social enterprises and missions and business clients in a variety of industries.  Clients have included:

  • A local mental health and educational services organization,
  • A multi-location health and fitness business,
  • A regional family-owned quarry operation,
  • A national membership organization,
  • A local home health agency,
  • A regional computer value-added reseller,
  • A local family-owned heavy equipment service center,
  • A local home health agency,
  • A local performing arts organization.

 

Gene assists clients by identifying the organization’s strengths and weaknesses in operational and financial systems and processes, helping clients leverage strengths and correct deficiencies. Because of his broad functional experience, he favors comprehensive management to achieve an organization’s goals and can perform as a leader or management team member.

From 1996 to 2006, he was the senior vice president and part owner of Medical Modalities Inc. (MMI), a North Carolina based home medical equipment dealer. During that tenure with MMI, he managed operational and financial functions of the company, leading the company from its small business roots to regional recognition and success. He formalized organization and processes as the staff grew in number from eight to 55. Working with his partner, the company’s founder and president, Gene helped MMI open new product markets in profitable niches. Sales grew 800% over 10 years and the company’s market expanded from one to five states. The partners sold the company to a venture capital group with the financial capabilities to launch a national expansion, thus meeting a goal set when Gene joined MMI.

Prior to Gene’s earlier years with Warren Whitney, he was a senior manager for McGladrey & Pullen, a national public accounting and consulting firm. He coordinated financial consulting, auditing, and accounting services to manufacturing, distribution, and service companies, as well as to a variety of not-for-profit organizations including colleges, trade associations, and charitable entities. Perhaps uniquely, his experience with non-taxable entities added a fundamental knowledge of fund accounting and government reporting requirements to his other business skill sets. Before joining McGladrey & Pullen, Gene was an instructor of accounting and economics at Averett College.

Education and Professional Associations:

Gene holds an MBA from the University of North Carolina at Greensboro and a BA in Economics from Clemson University. He is licensed as a Certified Public Accountant by the Commonwealth of Virginia.  He is a past member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the North Carolina Association of Medical Equipment Suppliers and the Virginia Government Finance Officers Association.

Contact Gene by E-Mail

Stephanie T. Ford

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Stephanie T. Ford is a director of Warren Whitney and is responsible for Business Development. Stephanie spearheads discussions with company owners and executive management to understand the unique challenges of their business. She collaborates with Warren Whitney’s professionals to offer practical solutions that produce results for organizations going through different stages in their business life cycle.

Management Experience:

Stephanie has 20 years of experience in finance, commercial banking, and business strategy.  A Richmond native, she came to Warren Whitney in 2004 and works with company CEOs and CFOs to analyze their organizations and achieve their most important financial objectives. Stephanie is adept at recognizing companies’ needs and finding appropriate, value-added solutions. Her client experience is diverse, including manufacturers, distributors, service firms, real estate, and nonprofits.

After learning about the needs of an organization, she determines the most cost-effective approach to match the right Warren Whitney talent level to the task. Because of her background, Stephanie is able to provide insight into strategic planning issues and perspective on a variety of business situations.

Stephanie directly assists clients in the following areas:

  • Sales management and business development
  • Business strategy
  • Exit strategy
  • Marketing strategy
  • Financing alternatives

Prior to joining Warren Whitney, Stephanie was a commercial lending officer for NationsBank (now Bank of America) and BB&T. In a high-service, client-focused environment, she worked with companies with $5-$500 million in revenues with capital markets, insurance, leasing, cash management, private client, and asset management services. Senior management recognized her ability to work through complex situations, asking her to intercede in several crisis situations to save key accounts. In relationship reviews, clients frequently cited Stephanie’s skills in financial analysis, deal structuring, and credit approval, as well as her ability to listen to their most important needs and get to the heart of the matter.

She also knows what it takes to work inside organizations going through dynamic change, having worked with GE Financial Assurance (now Genworth) during a period of rapid acquisition and integration. As a financial analyst in their insurance division, her experience included improving processes, enhancing internal efficiencies, product-line forecasting, and profitability analysis.

 

Education and Professional Associations:

Stephanie holds a BBA in Marketing from James Madison University, as well as an MBA in Finance from the University of Richmond.  Stephanie is also a 2005 graduate of Leadership Metro Richmond (LMR).  Stephanie remains active in the community in a variety of ways.  She is serving in her fourth term on the Board of Directors of the Henrico County Economic Development Authority where she carried the role of Treasurer, Vice Chair and Chair.  She also serves on the board of Richmond Montessori School, where she led the Unfold Our Future Capital Campaign and was an integral part of defining the Master Campus Plan for their expansion.  Other prior multi-year trustee terms include The Richmond Ballet, Trinity United Methodist Church, and the local Risk Management Association. Stephanie has been a participant in the Greater Richmond Chamber’s Business Roundtable program since 1996 and remains active in the local business community through a variety of professional organizations, such as the Virginia Council of CEOs.

Contact Stephanie by E-Mail

Charles “Rique” Flato V

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Charles “Rique” Flato is a director of Warren Whitney. Rique generally serves his clients in the role of controller or CFO. He has a consistent record with various companies, utilizing financial expertise to improve accounting practices and turn problematic business conditions into profitable operations. The primary businesses served include construction, retail, real estate, and service organizations.

Management Experience:

Rique has broad experience in financial reporting in accordance with GAAP. He has been successful in developing appropriate internal accounting control systems and is also skilled at introducing and managing change while maintaining organizational relationships and management processes.

Prior to joining Warren Whitney, Rique was the controller for Fountainhead Development Group, a real estate development company. Rique played an integral role in helping to generate historic tax credits on development projects that the company owns and manages in Shockoe Slip, Shockoe Bottom, and Manchester areas of Richmond. Before joining Fountainhead, Rique was an independent business consultant to small- and medium-sized businesses. Services provided were similar to controllership and consulting services provided under the current Warren Whitney business model.

Rique also served as vice president and corporate treasurer for Fas Mart Convenience Stores, which operated 160 convenience stores in three states with annual revenues of approximately $200 million and 500 employees. During his tenure at Fas Mart, Rique was in charge of managing the accounting and financial record keeping with respect to the operating company, its affiliates, and related entities, including financial planning, budgeting, and profitability planning. In addition, he was responsible for the management of financial accounting systems and implementation of policies and procedures with respect to the control of cash and other elements of loss control. Responsibilities also included managing deposit and credit relationships with banks and for cash management and treasury operations.

Prior to joining Fas Mart, Rique was treasurer of Brooks Transfer and Storage Company and supervisor at McGladrey and Pullen, a national public accounting and consulting firm. During his five-year tenure at McGladrey, Rique supervised multiple audit teams led by senior auditors, revised audit documents to ensure proper compliance with GAAP, trained staff members in auditing procedures, and prepared and reviewed corporate, individual, proprietor, Sub-chapter S, and not-for-profit tax returns.

 

Education and Professional Associations:

Rique holds a BBA in Accounting from Sam Houston State University in Texas. Rique has served on the Board of Directors of Ducks Unlimited as treasurer, is a member of the West Richmond Businessman’s Association, Willow Oaks Country Club and is involved in many sports organizations in the Richmond community.

 

Janet Duncan

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Janet Duncan, a Warren Whitney professional, has over 20 years of varied Human Resources and Compensation management experience fostering in long term, competitive strategies to attract, retain and engage top talent and achieve cost management. Her primary focus has been with Fortune 500 companies at the corporate, regional and manufacturing / distribution work environments. Her industry experience spans healthcare, energy (oil & coal), consumer products, and education. Janet provides a full range of HR consulting services and strategic solutions that are customized for each client and that provide a clear direction to company goals and objectives.

 

Management Experience:

Janet’s specialties are implementing HR projects and processes including acquisition/merger compensation, performance management, employment/ staffing and training/development.  She enjoys rolling up her sleeves whether in an interim HR management role or working on a short-term project. Janet serves her clients in the following areas:

  • Recruiting and Executive Search services
  • Compensation consulting
  • HR audits
  • Performance management
  • Employee focus groups and culture definition
  • Change management
  • Compliance, process improvement, and policy development
  • Leadership development and counsel

 

Education and Professional Associations:

Janet received her M.S. in Human Resources Management from Georgia State University and her B.S. in Sociology with a Concentration in Analysis and Research (CAR) from the University of Wisconsin at Madison.  She also holds two national certifications in Human Resources and facilitated HR accreditation courses for eight years. She is a member of the Richmond Society of Human Resources Management (SHRM) and national SHRM organizations.

Email Janet

 

Cyndy A.G. Lowery

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Cyndy Lowery is a director and an owner of Warren Whitney. Primarily working with clients requiring accounting and financial management, she offers more than 25 years of experience in both public accounting and private industry.

Management Experience:

Cyndy generally takes the role of CFO with her clients. She has helped her clients establish a budgeting process and evaluate and improve operating strategies including changes in procedures and policies both to improve the quality of customer service and to reduce overall cost. She has developed financial information packages and met with lenders on her clients’ behalf to obtain favorable financing. Additionally, she routinely meets with her clients’ other professional advisors, including attorneys, accountants, consultants, and bankers, to ensure that the appropriate information is communicated.

Cyndy works with her clients to design and implement the appropriate systems of internal controls. She then monitors the systems to ensure that they meet the needs of the client without creating unnecessary work or paper. She works to ensure the timely and accurate reporting of internal management information as well as monthly financial statements. She also works closely with the management team, helping them interpret the numbers.

Forensics Experience:

Cyndy’s forensics experience began with the charge to recreate records destroyed by a flood in the 1980’s and has developed over the years as she has served clients in the midst of legal battles and recovering from employee fraud and embezzlement. She uses her experience from having installed dozens of accounting systems and creating systems of internal controls to detect and correct errors and protect the integrity of the financial records.

Prior to joining Warren Whitney, Cyndy worked in both public accounting with Deloitte & Touche where she became a Certified Public Accountant, and in private industry.

Education and Professional Associations:

Cyndy attended Virginia Tech for two years where she was a Marshall Hahn merit scholar, and she holds a BS in Accounting from Virginia Commonwealth University. She also has a Masters of Divinity in Biblical Counseling from Southeastern Baptist Theological Seminary, and is pursuing a Ph.D. in Biblical Counseling from Southern Baptist Theological Seminary. For many years she served on the board of the Hanover Business Council and the Cold Harbor Elementary School PTA, and she currently serves her church in the role of treasurer .

Contact Cyndy by E-Mail

Scott R. Warren

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Scott Warren is a co-founder and director of Warren Whitney and a senior member of the management teams of a select number of the firm’s clients. Working primarily with clients requiring senior level business, financial management, or systems expertise, he brings over 20 years of experience in helping organizations manage change.

Management Experience:

Scott generally serves Warren Whitney’s clients in the role of CFO or assistant to the president. As CFO, he is responsible for banking relations, financial systems, and general management decisions made for the company. As assistant to the president, his responsibilities include working with the management team to define and implement corporate strategies.

The work Scott has done with one of his clients illustrates the scope of his roles. When he started working with the company, he implemented a job cost accounting system and worked with the managers to help them understand the effect that their project management efforts had on the profitability of each job and, ultimately, on the profits of the company.

Scott has helped the same company more than double in size in two years. In addition to natural growth, the company has acquired other companies and has started a subsidiary. Scott was responsible for the financial analysis of these strategic business decisions and for working with the company’s attorney, tax advisor, and banker to complete the transactions. He then worked to integrate the new entities into the culture and systems of the company.

Scott has been instrumental in redesigning and upgrading many clients’ information systems. He was involved in defining, acquiring, developing, and installing systems ranging in scope from general accounting applications to sophisticated cost accounting, CAM, and management information systems. He helps clients define and implement systems that meet their management needs, not just their data needs, and he has the ability to train an organization’s personnel and explain the processes to them in a way they can understand.

Prior to forming Warren Whitney, Scott was the partner in charge of the Virginia consulting department for McGladrey & Pullen, a national accounting and consulting firm. He expanded the concentration of his regional consulting department from primarily data processing consulting to include strategic planning, financial management, marketing, human resources, telecommunications, and disaster recovery planning. The expansion tripled the size of the practice and broadened the service area to include the Shenandoah Valley, Tidewater, and Northern Virginia. As partner in charge of practice development for the Richmond office, Scott was responsible for marketing all the services offered by McGladrey & Pullen, including audit and tax, and for coordinating the use of regional and national consulting services.

Scott has worked in many different industries, including construction, manufacturing, marketing, distribution, real estate, not-for-profit, and healthcare. He consistently uses his broad range of experience to develop creative ideas and solutions for his clients.

Education and Professional Associations:

Scott earned an MBA from the University of North Carolina at Chapel Hill and a BS in Business from the University of Delaware. He holds a CPA Certificate in Virginia and is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. He serves on the board of the Greater Richmond Chamber of Commerce, Richmond History Center, and Willow Oaks Country Club, and is a past president of the Bull & Bear Club. Scott is also active in the Association for Corporate Growth.

Contact Scott by E-Mail

Debra J. Angstadt

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In her over 16 years with the firm, Deb Angstadt has performed a wide variety of work for clients, from CEO of successful turnaround situations to strategic management roles involving business expansions and restructurings, operations, finance, human resources, and information technology. A large portion of her work has leveraged her background in sales and marketing, where she is comfortable with both formulating the plan or vision as well as performing the hands-on implementation. Just like the business owners and executives she works beside, Deb’s focus is always on results, whether it is creating lifts in revenues, trimming excess costs, launching a new initiative, or restructuring to fit changing times.

Management Experience:

During her tenure with Warren Whitney, Deb has served more than 25 clients across 14 industries, including start-ups to Fortune 100 companies, as well as nonprofits. Her assignments have ranged from several months to, in some cases, a few years, and have included work as varied as successfully turning an unprofitable company into a profitable one, to helping to evaluate international locations for new facilities; and developing and launching new products through national distribution, to building fundamental sales metrics and discipline into a company’s culture.

Apart from Warren Whitney, Deb’s experience includes roles as CEO of a mortgage company and a title company, as well as executive sales and marketing positions in the student loan industry, and overseeing the delivery of loan insurance, secondary market, and servicing products. She was also vice president and division head of a full-service advertising and public relations firm. She began her career in banking.

Education and Professional Associations:

Deb holds an MBA from the University of Richmond and a BBA from the College of William and Mary. She served as the Program Chair for the Greater Richmond Technology Council for three years and was board member of her homeowner’s associations for 12 years, including six years as treasurer. She is a former member of the Board of Directors for Gateway Homes of Greater Richmond, a nonprofit organization serving people with intellectual disabilities. She has also served the Richmond United Way effort in a number of capacities and provided numerous volunteer hours to the Greater Richmond Chapter of the American Red Cross.