Over his 25+ year career, Mike has developed strong business acumen through his financial and operational leadership roles. Prior to joining Stambaugh Ness, Mike founded and led his own CFO advisory company where he honed his expertise in guiding manufacturers to greater profitability and success. Applying a sophisticated approach and high-level strategies, Mike partners with manufacturers to drive their vision, goals, and growth. This includes positioning clients to be future-ready by creating a forward-thinking financial roadmap.
Mike is passionate about helping leadership to make better, more informed business decisions. His deep understanding of the business impact of all things financial provides his manufacturing clients with greater confidence and a competitive advantage in an increasingly challenging market.
Education
- B.S. in Business Administration-Marketing from Shippensburg University
Professional and Community Highlights
- Shadowfax, Board of Directors
As Chief People and Culture Officer Katie leads Stambaugh Ness’s talent lifecycle through collaboration with the executive team to ensure that our vision and culture are continuously sharpened and nurtured. Katie understands and appreciates the fundamentals of achieving and maintaining a Great Place to Work certification. This includes hands-on experience in driving innovative programs and championing continuous improvements that positively impact our culture.
Applying her extensive human resources background, Katie is responsible for the firm’s strategic talent management through acquiring, training, and retaining top talent at all levels. As a Gallup Certified Strengths Coach, she serves as an ambassador of the CliftonStrengths 34 report. Armed with powerful strengths data, Katie leads the firm in developing initiatives that support the unique talents and strengths of each employee. Additionally, she collaborates with SN employees to implement a strengths-based coaching approach that heightens employee engagement management.
Education
- The SHRM Learning System Certification, Society for Human Resource Management
- Professional Human Resource Management Certification, Villanova University
Professional & Community Highlights
- Leadership Harrisburg Graduate
Ask Katie About the Time
She found herself standing next to The Rock in a Gold’s gym.
With over 15 years of financial expertise, Jared specializes in strategic compliance solutions and audits under the Federal Acquisition Regulation (FAR) for engineering and architecture firms. His work experience includes financial statement audits, FAR audits, and employee benefit plan audits.
Jared spent over three years as a controller in the construction industry, managing financial reporting, compliance, and project finances in a fast-paced, high growth, deadline-driven environment. In addition to being a Certified Public Accountant, Jared holds the Certified Construction Industry Financial Professional (CCIFP) designation.
Professional Highlights
- Certified Construction Industry Financial Professional (CCIFP)
- American Institute of Certified Public Accountants, Member
- Construction Financial Management Association, Member
During his 20+ year career, Chad has worked with many types of businesses on a wide range of tax and accounting issues. Beyond the traditional compliance work, he assists clients with tax and general business consulting matters, such as succession. He particularly enjoys strategizing with clients on how to more efficiently conduct operations, improve cash flow, and minimize tax burdens. Chad played a vital role in SN’s CARES Act-related initiatives, helping clients manage and maximize benefits including PPP loans and forgiveness.
Industries and areas of focus include manufacturing, retail, family and closely owned businesses, and professional service providers such as doctors and attorneys.
Chad is a firm believer that the relationship which develop when partnering with clients to identify practical solutions is a highlight of his position.
Education
- BBA degree in Accounting from Shippensburg University, summa cum laude
Professional & Community Highlights
- York County Opioid Collaborative, Board Member
- York County Community Foundation, Finance Committee Member
- York Area Housing Group, Finance Committee Member
- Convergence Coaching Leadership Development Program, Graduate
- Leadership York, Graduate
- Dale Carnegie Course, Graduate
Daniel Burrus is considered one of the World’s Leading Futurist Speakers on Global Trends and Disruptive Innovation. The New York Times has referred to him as one of the top three business gurus in the highest demand as a speaker.
He is a strategic advisor to executives from Fortune 500 companies helping them to develop game-changing strategies based on his proven methodologies for capitalizing on technology innovations and their future impact. He is the author of seven books, including The New York Times and Wall Street Journal best-seller Flash Foresight, as well as the international best-seller Technotrends. His latest book, The Anticipatory Organization: Turn Disruption and Change Into Opportunity and Advantage , is an Amazon #1 Hot New Release for Business.
Scott is an AE industry veteran with 30 years of experience in strategy, marketing, and business development. As a former Vice President and Chief Marketing Officer for a mid-sized engineering firm, Scott brings a unique perspective to his client work, delivering first-hand industry insight and knowledge.
Scott is a sought-after national speaker who has presented for numerous industry organizations including ACEC, AIA, ASCE, NCSEA, PSMJ, ROG, SDA, SMPS, and USGBC. A prolific writer, Scott has authored 15 books and written numerous ebooks, white papers, and blogs, including his Marketropolis blog for Engineering News-Record. He is a past president of the SMPS Foundation, an AEC research-focused nonprofit organization, and has served on the national board of directors for the Society for Marketing Professional Services (SMPS). In addition to being a Fellow of SMPS, Scott is also a Certified Professional Services Marketer.
Prior to joining Stambaugh Ness, Scott was the owner/principal of Aecumen, LLC, a firm providing consulting, facilitation, and training for AEC companies.
Education
- BS degree in Marketing from The Pennsylvania State University
- Certificate in Professional Photography from the New York Institute of Photography
Professional Highlights
- National AE Industry Presenter
- Society of Marketing Professional Services, Fellow
- SMPS Foundation, Former Trustee and President
- Forty Under 40, Central Penn Business Journal
- Outstanding Alumnus of the Year, Leadership York
Community Highlights
- Sitting Vice President of Marketing and Development for the Northern Central Railway, a nonprofit excursion railroad in southern York County. (Formerly known as Steam Into History.)
Former President and Director of Historic York, Inc.
Former Director of the York County Convention & Visitors Bureau
- Former Director of the American Red Cross – York County Chapter
- Former Secretary and Director of Leadership York
- Former Vice President and Director of Main Street York
- Former Task Force Member for William C. Goodridge Freedom House & Underground Railroad Museum
As an accredited business valuator, Becky’s expertise crosses across many industries with a specialized focus on the architecture and engineering (AE) industries. She understands that the most crucial elements involved in any firm valuation are the employees. This lead-with-people approach can enhance the value of a company and position it for greater success.
In her previous roles, as a Partner with TWO CPAs & Consultants, Inc. and a Consultant at PSMJ Resources, Becky developed highly focused and refined skills in the areas of valuations, ownership transitions, mergers and acquisitions, and fractional CFO consulting services. For Becky, every project involves getting to know the client well and filling in the financial gaps. She views each assignment uniquely and includes industry commentary, as well as benchmarking data that is highly usable and relevant to the client.
Her love of numbers means Becky leaves no stone unturned in her pursuit of helping to strengthen the big-picture strategies for growth and prosperity. If a financial model can be built to solve a financial question, she will design it.
Education
- BS degree in Finance from Michigan State University
- BS degree in Accounting from Franklin University
Professional & Community Highlights
- Accredited in Business Valuation (ABV)
- QuickBooks ProAdvisor
Ask Becky About
The time she served a root beer float to a rock star.
Kathy’s wealth of project management expertise comes as a result of numerous years spent in project-based architecture and engineering firms. Beyond her robust project management skills, Kathy has an in-depth understanding of the Deltek Vision/Vantagepoint software as an experienced user, lending a distinctive perspective and invaluable insight to her role. Her goal when collaborating with clients is to empower them to achieve greater efficiency and effectiveness and ultimately to drive enhanced profitability.
