Event Details

Learn the value that outsourced accounting groups can bring to your business beyond simply closing your books.

You'll hear from three accounting experts as well as representatives from two growing brands about the when, why, and how to effectively outsource your finance and accounting.

This discussion explores how smaller brands can effectively outsource the finance & accounting functions; we'll provide perspective on the importance of COA (chart of accounts); setting up proper systems, processes, and controls; and setting up the right reports and KPIs.


  • Alyssa Adams (CFO at Propeller Industries)

    Alyssa Adams

    CFO at Propeller Industries

  • Jack Decker (Director of Finance at Lotus Foods)

    Jack Decker

    Director of Finance at Lotus Foods

  • David Guendelman (Founder and Principal CFO of Do Good CFO)

    David Guendelman

    Founder and Principal CFO of Do Good CFO

    Do Good CFO founder, David Guendelman, is a seasoned veteran of social entrepreneurship who cares about both social impact and financial success. From prototype to scale to exit, he’s been there. He has over a dozen years of experience as a co-founder, CFO, and consultant to early stage social ventures. In 2004, he co-founded World of Good, a fair trade gift brand that scaled nationally, building distribution with Whole Foods, Hallmark and eBay, and was eventually acquired by eBay in 2010. Since then, David has worked as virtual CFO and strategist with leading social ventures, including Lotus Foods, Straus Family Creamery, Uncommon Cacao and Community Foods Market. He has worked alongside his clients in raising over $50 million of dollars in equity and debt financing. Perhaps it was David’s childhood fascination with Robin Hood, trips to his parent’s homeland of Chile, or the loss of his uncle Lucho to the Pinochet dictatorship, but David has a particular passion for social justice, boundary-breakers and supporting the underdog. David has a BA from Stanford University, an MBA from UC Berkeley, and an MA in Counseling Psychology from Pacifica Graduate Institute.

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  • Ian Malone (Managing Director of Aspect Consumer Partners)

    Ian Malone

    Managing Director of Aspect Consumer Partners

    Ian Malone is a Managing Director and a founding member of Aspect Consumer Partners. He has over 20 years of finance, investment banking, M&A and operational experience in consumer products, food & beverage, real estate and technology.

    Ian specializes in advising growing consumer products companies on mergers and acquisitions, corporate finance and other important strategic matters, with a particular emphasis on companies in the food, beverage, wine, beauty and personal care sectors.

    Prior to co-founding Aspect Consumer Partners, Ian was a Senior Vice President with Global Wine Partners, where he led execution on a number of M&A transactions in the wine and craft beer industries. Previously, he was a Managing Director at Premier Pacific Vineyards, one of the largest developers of premium vineyards, where he worked in corporate strategy, finance and portfolio management. Ian began his investment banking career at UBS Investment Bank advising companies in the Technology sector on M&A and corporate finance.

    Ian received his Bachelor of Arts from Kenyon College, and also attended Oxford University (St. Catherine’s College). He is a board member of Naturally Bay Area.

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  • Jordan Moncharmont (Co-Founder & CTO of Kuli Kuli Foods)

    Jordan Moncharmont

    Co-Founder & CTO of Kuli Kuli Foods

  • Kristen Oshiro (Senior Manager at BPM LLP)

    Kristen Oshiro

    Senior Manager at BPM LLP

    Kristen joined BPM in November 2015 as a member of the Business Enterprise Services Team (BEST). Kristen typically helps small to mid-sized companies with their day-to-day back office accounting, as well as audit readiness. She also facilitates and assists with the implementation of technology solutions to help increase efficiency in their daily accounting and month-end process. When Kristen meets with a new client, she makes it a focus to understand their current processes and works with them to figure out effective solutions, as many times the accounting piece is overlooked by management. She works closely with all of her clients to ensure their needs and goals are being met, so they can better present themselves and have more intentional conversations with their board and other financial statement users.

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