Accounting and Cash Flow Management

Date: Tuesday, August 30, 2011 Time: 11:30am - 12:45pm
Location:  Grill & Highland Room, Park City Club, 5956 Sherry Lane, Suite 1700  map

Topics Covered

  • Why small to medium sized businesses struggle with their accounting
  • How bad accounting information leads to bad decisions
  • What you should be expecting from your accounting department
  • How your accounting department can become a strategic advantage to your organization
  • Managing by the Numbers: A Practical Approach


Peter Baldwin
Peter Baldwin
Peter Baldwin is Director at American SMB Services, a strategic finance firm dedicated to transforming the way business owners think about financially managing their businesses.

He is an expert in entrepreneurial finance and operational leadership and has spent the last 10 years in Dallas usually occupying the role of CFO in such industries as manufacturing, distribution, professional services, and retail. Peter's passion has been to continuously refine tools and techniques that empower business owners to "manage from their numbers" while retaining their primary focus on selling and delivering. The results of Peter's work usually manifest themselves in higher company valuations and decreased headaches for business owners.

Prior to his CFO roles, Peter developed expertise in business process redesign and system implementation. A few of his high-profile projects included integrating financial systems following the Cap Gemini acquisition of the Ernst & Young management consulting division and advising Harvard University on a financial implementation.

He is the author of Total Victory: Seven Entrepreneurial Secrets from the Battlefield, a battle-tested collection of principles from long-forgotten battlefields that focus today's entrepreneurs on success. He holds a degree in International Finance from BYU and an MBA from the University of Oregon. He has lived abroad in Central Europe and Latin America and is multi-lingual.

Peter is a popular religious educator and is often called upon to work with and motivate youth in his Church and community. He and his lovely wife Nancy are the proud parents of 4 children ages 12 to 3.

Chris McKee
Chris McKee
Chris McKee is the managing partner of Venturity Financial Partners, a professional services firm providing accounting and finance services on an outsourced basis to small, growing companies in the Dallas/Fort Worth market.

Prior to forming Venturity Financial Partners, Mr. McKee spent several years as a consultant, performing interim CFO and finance duties at several Dallas-area firms. In addition, he held controllership positions at Busybody Fitness Warehouses, a 90-store fitness retailer, as well as USCardiovascular, a physician practice management company.

Prior to that, Mr. McKee was with The Bombay Company, a home furnishing retailer, where he served as Director of Planning and Budgeting for the $400 million corporation.

Mr. McKee began his career with Arthur Andersen and Company in 1989, focusing primarily on the retail, distribution and manufacturing industries throughout his tenure. His clients included Zale Corporation, the world's largest retailer of fine jewelry, and Carlson Restaurants Worldwide, whose TGI Friday's concept included over 500 worldwide locations. Other clients included Elcor Corporation, a publicly traded manufacturer of roofing materials under the Elk brand, and Glazer Wholesale Drug, one of the largest wholesale alcoholic beverage distributors in the nation with revenue in excess of $2 billion.

Chris earned his Bachelor of Accountancy from the University of Mississippi in 1989. He has been active in several professional organizations, including Dallas/Fort Worth Retail Executives Association. He serves on the board for the Down Syndrome Guild of Dallas and the finance committee of the Education is Freedom foundation. He lives in Dallas with his wife Lori, son Bennett and daughters Regan and Sarah Catherine.