我们的讲师团队既有多年服务于美国顶级财会行业的归国资深财务人士,持有美国CPA、CMA、CIA、LIFA等高级财务证书,流利纯正的美国发音授课,结合实例分析讲解;也有任教于国内知名大学,担任经济、法律等专业的优秀教师,具备丰富的教学经验,能够帮助学员更快更好的了解和运用所学知识。
Johnny Y. Chen (首席培训师)
陈越先生目前是IMA协会唯一亚裔董事,曾担任美国多家公司高级财务分析师,取得多项财会类 CPA,CMA,CFM,CIA,AIA,LIFA 权威证书,同时有着丰富的授课经验。
- 美国管理会计师协会董事会(Institute of Management Accountants)董事
- 国际金融协会(Institute of Research Association)董事
- 美国注册会计师协会会员 (American Institute of Certified Accountants)
- 美国内部审计师协会会员(Institute of Internal Auditors)
- 英国国际会计师协会会员 (Association of International Accountants)
- 2006年1月将担任“哈佛上海论坛”财务部分主讲
- 登入2003年世界名人录-“Who’s Who”(财经类)并取得证书
- 登入2002年斯特莫北美名人录-“Who’s Who”(财经类)并取得证书
工作经历
- Bank Of East Asia USA(美国东亚银行)北美总部,副总裁/高级财务分析师 New York
- Bowne & Co.总部,高级财务分析师 New York
- Orion Telecommunicationg Crop. 高级财务分析师 New York
- American Express Company.总部WFC,财务商业分析师 New York
资格证书
- Baruch College,New York:Master of Science-Computer Information System 计算机信息系统。毕业于2003/5月
- Thunderbird, The America Graduate School of International Management MBA,亚利桑那州,企业金融/国际市场学。毕业于1998/12月
- Goshen College,美国印第安那州.本科.主修会计,副修金融。毕业于1996年12月
- 2002年取得美国注册会计师资格(AICPA),持新泽西与夏威夷会计师执照
- 2003年取得美国注册管理会计师资格/美国注册金融管理师资格(CMA/CFM)
- 2003年取得英国国际会计师资格(AIA)
- 2004年取得美国注册内部审计师资格(CIA)
- 2004年取得美国国际金融分析师资格(LIFA)
- 美国特许金融分析师资格考试CFA(通过第一,二级)
Tim Farey (AICPA)
Education
- 1980–1983 California State University
- Business Degree with focus in Accounting
- CPA of state of California
- Passed all exams in first attempt.
Functional Experiences and Achievements
- International Management – Managed Asia region including China, India, Australia, SE Asia and Japan. Established KPI’s, performance management and accountability across the region. Interacting with Chinese government for compliance and reporting needs
- Strategic Initiatives – Led multiple actions concurrently to expand key markets – building SAP partnership, entering the India market, conception and preparation of investment proposals for new products, new markets, office expansion, cost reductions and restructures
- Product Launches – Launched the SAP Business One product in China and grew license revenue over 300% in second year of operation. This included translation, developing local marketing literature, localized products and promotional programs
- Cash Management – Partnered with CFO to drive cash generation and maximize income. Improved transfer pricing from 5% to 55% hence remitting over 14 million USD to our USA headquarters over my term as General Manager
- Off-Shoring – Oversaw the growth of the China Development Center from 10 to 58 staff and the transfer of product management from the USA to China. Viewed as tremendous world-class off-shoring success by key stakeholders in the compan
Work Experience
- Consultant, Steres, Alpert and Carne, CPA’s, San Diego, US
- Channel Manager and Regional Manager , Great Plains Software , US and Australia
- General Manager of Great China, Fourth Shift Corporation, Shanghai.
- Asia General Manager, Vice President, SoftBrands Asia, Inc. , Shanghai
Jenny (AICPA, Maser of Economics)
Working Experience
曾任职于多家美国知名企业,担任高级财务管理,审计,预算及税务等方面职务,拥有丰富的会计、审计和财务管理工作实务经验。
Education
美国,加拿大大学执教授课经验,所授课程包括:财务管理学,会计学,企业运营学等,注册会计师,美国堪萨斯州立大学经济学学士。