Conference Speakers
John-Carl (“J.C.”) Barone
Executive Director
J.P. Morgan Credit Trading
J.C. Barone is an Executive Director of J.P. Morgan’s Credit Trading Desk and is responsible
for managing the global Credit Liquidity Solutions (“CLS”) business of JP Morgan, which includes underwriting Trade Receivable Put Options, Factoring and monetizing illiquid assets, such as Trade and Derivative Claims on defaulted companies.
J.C. has over 17 years experience in the financial services industry, with the last 14 years in the High-Yield/Distressed markets. He is a frequent speaker at national and global trade association meetings and seminars on credit and trade risk management.
J.C. earned his Bachelor of Science in Finance from Manhattan College and his M.B.A. in Finance and Accounting from Cornell University’s Johnson Graduate School of Management.
Dennis Cantalupo
Chief Operating Officer
Creditntell.com
Dennis Cantalupo, Chief Operating Officer of Creditntell.com, has been conducting in-depth analyses of high-risk companies and was especially instrumental in the continued development of Creditntell.com’s products & services since his joining the company's analyst team in May of 2000.
Dennis began his career with Chase Manhattan Bank's Corporate Bond Underwriting group. In this position, he helped high-profile corporations raise needed capital through the issuance of debt instruments.
In his current role as Chief Operating Officer, Dennis manages the day-to-day operations of Creditntell, including the analyst department, product development, marketing, and web development.
Dennis is frequently invited to speak at numerous retail industry group meetings including: International Council of Shopping Centers, Toy Industry Association, National Consumer Products Credit Group, Athletic Credit Exchange, Golf Manufacturers Credit Group, Outdoor Products Manufacturers Group, and others.
Dennis received a BS in Finance from the University of South Florida and his MBA in Accounting from Colorado Technical University.
Boyd Evert
President
Harvest Revenue Group
Boyd has over fifteen years of experience working with large retail clients such as Target, Wal-Mart, and Home Depot.
He began his career in merchandise auditing in 1995 with Howard Schultz and Associates auditing on behalf of Target Stores where he recovered over ten million dollars due to error in pricing, allowances, discounts, and rebates.
In the late 1990s Boyd expanded the freight audit to include on-time shipping, similar to Wal-Mart’s Supplier Reliability Program. He also led the initiative to automate other freight audits including routing violations, failure to consolidate, and backorder freight. Boyd has also conducted merchandise audits on behalf of Wal-Mart with two other audit firms, Apex Analytix and Connolly.
In 2010, he left accounts payable auditing and founded Harvest Revenue Group, a firm that conducts merchandise audits on behalf of suppliers.
Boyd is a popular speaker presenting publically to supplier groups. He has also presented to several Fortune 100 companies on best practices when negotiating with buyers and auditors.
Boyd holds Master of Arts degrees from the University of Toronto and the University of Dallas; Master of Theology degree from the Dallas Theological Seminary and Bachelor of Arts degree from Northwestern College.
Don Hill, CFI
Loss Prevention and Risk Manager
Americold Logistics
Don Hill is the Loss Prevention and Risk Manager for the Atlanta Kroger Distribution Centers managed by Americold Logistics.
He has over 20 years in retail Loss Prevention, Investigations, Asset Protection, and Safety experience.
Prior to joining Americold in 2012, Don was the Central Region Supply Chain Loss Prevention Manager for OfficeMax covering logistics issues within the central United States, US Virgin Islands, and Puerto Rico. He was also a Loss Prevention District Manager for Sears Holdings Corporation, an undercover logistics investigator and investigations trainer with Surveillance Technologies Incorporated, multi-market Loss Prevention Manager with The Home Depot, and Loss Prevention Manager with McRae’s department stores.
Don served as a commissioned officer in the US Coast Guard after receiving his Bachelor’s Degree in Criminal Justice from the University of Alabama.
Gary Kardian
Director, Office of Service & Contracts, Bureau of Trade Analysis
Federal Maritime Commission
Gary’s career started in February 1974 working for Ramsay, Scarlett & Co., Inc., agents for Atlantic Container Line and other VOCCs. He started as a rate clerk learning the North Atlantic tariffs, subsequently advanced to booking, documentation and traffic departments. He was promoted to Import Manager from 1974-1976, and Assigned to Marine Freight Company (a subsidiary company) to handle chartering, trucking and warehousing operations. Gary received his chartering certificate from the World Trade Institute (WTI), New York in 1977. He held the position of Traffic Manager for Costa Lines from 1978 to 1981. He was promoted to Sales Representative in 1982.
Gary joined Costa Line Cargo Services, Inc. in 1983-1985 as an owner’s representative. He was then hired in 1985 by Trasatlantica Agency, a wholly owned subsidiary of Compania Trasatlantica Espanola (CTE-Spanish Line), and was the as General Manager until 1992.
Gary held the position of General Manager for Strachan Shipping (in Baltimore, MD & Wilmington, DE) from 1993 to 1998 overseeing Mitsui O.S.K., Autoliners, Hoegh, Atlanticargo, D.B. Turkish Cargo, E.L.M.A., and CSAV USEC/ECSA services.
Gary joined Yang Ming Line in 1998 through June 2009 and had positions of Senior Sales Manager and Assistant Vice President of the Baltimore Region at time of his departure to join the FMC.
Graduated from University of Baltimore with B.S. in Accounting.
Margaret L ("Maggie") Moosbrugger
Vice President, Credit Trading
J.P. Morgan
Maggie Moosbrugger is a Vice President on J.P. Morgan’s Credit Liquidity Solutions team within global Credit Trading.
Maggie is responsible for developing innovative credit hedging solutions for corporate clients in order to help manage illiquid and/or distressed assets, such as trade receivables, trade claims, leases, derivative counterparty risks, and LCs.
Maggie joined J.P. Morgan in 2007 after she received a Bachelor of Science in Business Administration from Boston University.
B.J. Pritchett
President/Owner
Pritchett Sales and Use Tax Consulting
B.J. Pritchett is the President/Owner of Pritchett Sales and Use Tax Consulting located in Hot Springs National Park, Arkansas.
Ms. Pritchett has been involved in the sales and use tax arena for over 30 years. Her experience in private industry includes State and Local Tax Manager for a Big Six CPA firm, Senior Tax Consultant for a nationwide sales and use tax consulting firm, Controller and Cost Accountant. She also spent ten years with the State of Arkansas as a top Senior Tax Auditor II for the Department of Finance and Administration.
B.J. Pritchett has operated her own sales and use tax practice since 1992. Her company provides services which include sales and use tax refunds, audit defense, corporate educational seminars, procedure manuals and private consultation on sales and use tax issues. In 2003 B.J. started the Arkansas Sales and Use Tax School.
Ms. Pritchett is a Certified Member of the Institute of Professionals in Taxation (IPT). She is a Sales Tax Member of IPT and serves on the legislative committee reporting updates to the interpretations and laws of the state of Arkansas. Ms. Pritchett is on the editorial board of the publication Sales and Use Tax ALERT. She previously served as a technical consultant for Sales and Use Tax ALERT and as a member of the editorial board of the State Income Tax ALERT publication. Ms. Pritchett is a life member of The National Registry of Who’s Who.
Ms. Pritchett received her Bachelor Business Administration from the University of Memphis, formerly Memphis State University.
Jason M. Torf
Partner
Horwood Marcus & Berk Chartered
Jason M. Torf is experienced in various aspects of both Chapter 7 and 11 bankruptcy proceedings. He also has experience working with unsecured creditors' committees and representing individual creditors as committee members. He has particular experience negotiating and litigating adequate assurance issues under the Bankruptcy Code and non-bankruptcy law.
Mr. Torf’s practice also includes the defense of preference and fraudulent transfer actions. Mr. Torf regularly represents clients in commercial litigation matters, both in bankruptcy courts and in various other federal and state courts. He has also represented financially distressed businesses in workouts and assignments for the benefit of creditors.
Mr. Torf is a graduate of the University of Illinois College of Law (J.D., 1998) and University of Illinois at Urbana-Champaign (B.S., Finance, 1995)
Awards and Honors
Illinois Rising Star — Bankruptcy and Creditor-Debtor Rights, Illinois Super Lawyers
Aaron D. Werner
Partner
Horwood Marcus & Berk Chartered
Aaron D. Werner is a partner in the firm's Business & Finance Group. He serves as outside general counsel and advisor to high-growth companies ranging from start-ups to seasoned businesses with annual revenues exceeding $500 million. Aaron applies a practical, straight-forward approach to solving legal problems. Clients work with Aaron as a business partner to develop cost-effective strategies in connection with choice of entity, corporate governance and tax planning; structuring equity and/or debt contributions; obtaining commercial financing; developing incentive compensation plans for key personnel; negotiating and drafting key vendor and supplier agreements; providing information technology services including drafting license agreements, service agreements, website terms and conditions, privacy policies and social media policies; and negotiating and completing acquisitions, divestitures or mergers for strategic buyers and financial buyers (both private equity and fundless sponsors).
In addition to serving as outside general counsel to mid-market businesses, in the last three years Aaron has completed over twenty transactions having an aggregate enterprise value in excess of one billion dollars.
Outside of the office, Aaron is active in the Chicago non-profit community. Aaron spent a year volunteering at Rush Hospital as a bedside magician for Open Heart Magic before serving as chairman of the organization's board of directors for two years. Aaron currently serves as pro bono legal counsel to Open Heart Magic and has previously provided pro bono services to the Chicago chapter of Meals on Wheels. Aaron has also served as a volunteer interviewer for potential Daniel Murphy Scholarship Fund recipients.
Education
University of Wisconsin-Madison, J.D., cum laude
University of Wisconsin-Madison, B.A.
Thank you to our sponsor
