P2S - Event One Presenters

 

Dollars & Uncommon Sense - 

A Focus on Small Business Financial Strategy 

 

Greg Britton

State Director  

Florida Small Business Development Center Network

Greg Britton is the State Director for the Florida Small Business Development Center Network. Greg is responsible for overseeing the network’s more than 40 offices and 280 employees, executing the Florida SBDC’s strategy, and ensuring the network continues to exceed stakeholder expectations and contribute value to Florida’s economy. 

Doug DiVirgilio

Retired Bank of America Executive 

SCORE Manasota Mentor

Doug DiVirgilio spent his 36 year career at Bank of America in a diversity of roles spanning Commercial Banking, Corporate Finance and Private Banking. During his tenure at Bank of America he was Market President for Southwest Florida, Commercial Banking Executive for Florida, and then Southeast U.S. Division Executive Private Banking.

Joshua Matlock

President and CEO 

CareerSource Suncoast

Joshua serves as President and CEO of CareerSource Suncoast, a private nonprofit organization serving Manatee and Sarasota counties by helping businesses grow and communities prosper with proven solutions for talent recruitment and development for more than a decade in workforce development, 
 

Susan Nieland

Founder of CFO Solutions 

Certified Public Accountant 

Susan is a financial executive who enjoys looking for creative ways to solve everyday challenges in finance and accounting. After her time in public accounting, she moved into banking, mortgage-banking and fast-growing, entrepreneurial companies in technology, SaaS, e-commerce and financial services sectors.    She has a 20+ year track record of serving small to mid-size growth companies.

Rob Stephens

Founder of CFO Perspective

Certified Public Accountant

Rob has served as the Chief Financial Officer for two banks and a health clinic system. Additionally, he was also Director of Operations at a $4 billion bank and SVP of Finance of a $2 billion credit union, where he was Program Manager of an investment advisory group. Rob is an adjunct instructor at Gonzaga University in the field of entrepreneurial finance. 

Sarah Tar

Vice President
Business Advisor at Truist 
 

Sarah Tar has been working as a Vice President at Truist for 11 years. She has over 17 years of experience in the financial industry specializing in helping business owners maximize the success of their business through relationship planning.