Meeting/Event Information
Chapter Luncheon, Topic: Using Excel and Other Analytical Tools and Financial Techniques to Fight Fraud
September 22, 2011
11:30 AM PDT - 1:30 PM PDT
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TAMAYO’S RESTAURANT
5300 East Olympic Blvd.
Los Angeles, CA 90022
Directions
SPEAKERS: Eric W. Augusta, Owner/Principal, Eric W. Augusta & Associates
Bill Swanson,Founder and Principal Consultant of CEODecisions.com
BIOS:
Eric W. Augusta: Eric has more than 20 years of business finance experience, including positions
as CFO, VP Financial Planning, VP Strategic Planning, Controller, Accounting Manager, and Financial Analyst for several large firms (Xerox and Ford Motor Company) to small entrepreneurial
organizations. His unique combination of technical Excel knowledge and business experience helped create valuable learning seminars for Excel users looking to become more productive quickly.
Eric holds an MBA in Finance (Wharton, University of Pennsylvania) and a BA in Economics from
Cornell University. He is a certified Microsoft Excel Expert.
Bill Swanson:
Specialty - Predictive Analytics, Financial Simulation Analysis, Survey Construction & Analysis,
Regression Founder and Principal Consultant of CEO Decisions
Certifications: Six Sigma Black Belt - Transactional Studies - University of Michigan, Financial
Simulation & Project Selection - Crystal Ball, Oracle® University
Education: BS - School of Mechanical Engineering and Technology - Bradley University, MS: Business Management - Marylhurst University
Speaker: American Strategic Management Institute, Keynoter Wash DC; Outdoor Retailer Show,
Salt Lake; E-Drive, Orlando, FL
Market Cap Experience: $18M to $9B
Market Space: High Tech Manufacturing, Distribution, Semiconductor, Medical Device, National &
International Gov't Labs
Market Type: Large Public, Middle Cap Public and Private
Customer Experience: Department of Energy, Colorado State University Ventures, Engine
Performance Warehouse, OCTANe Orange County CA, Motion Tech Trends, Dana Corp., Oregon Micro Systems
General Experience: Sr. Management Team Member - 9 years total, both companies;
International Experience: Europe and Asia
Positions Held: CSR, Field Sales, Regional Manager, Division Marketing Manager, Director of
Worldwide Sales & Marketing
