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2017 in review: CFO Systems named to Inc. 5000, adds four offices and nine new directors

2017 was another successful year for CFO Systems. In addition to being named to the Inc. 5000 list of America’s fastest growing companies for the fourth consecutive year, the company has added four new offices and nine new directors to the team.

Part-time, interim, and timeshare CFO and HR leadership services continue to grow in demand across the country as many companies realize cost-effective solutions to solving financial and human capital leadership needs. In response, CFO Systems continues to expand its reach nationwide with the addition of nine new directors and four new locations in Cedar Rapids, the Northeast, Kansas City, and Seattle.


Krystle Jorczak, Courtney Bird, Jean Brady, and John Ecklund have joined as directors at the Omaha headquarters. Jorczak’s background in payment processing, system integrations, and process improvement; Bird’s 25 years as a finance leader for a Fortune 500 company with expertise in strategy development, forecasting, and modeling; Brady’s broad background in nonprofit administration, grant management, and financial administration; and Ecklund’s leadership experience in the manufacturing and agricultural industries ensure our team’s diversity and ability to effectively serve a broad range of middle-market entities.


Stephanie Juneau, a certified expert in school finance operations as well as a leader in process improvement and strategic planning, joined the Colorado expansion office that was established in 2015.

Cedar Rapids

Phillip Clouse, an expert in construction and real estate and high-level experience in many other industries, leads the new Cedar Rapids office. As the second largest city in Iowa and part of the seven-county region known as the Corridor, the area is well-known for its diverse economy and community and state resources that support entrepreneurial ventures.

Kansas City

Rick Maner, a resident of the Kansas City area for over 30 years and a long-time strategic financial leader for middle-market and lower middle-market companies, leads the Kansas City office. Kansas City was chosen for its large middle-market presence, which according to research from the National Center for Middle Market, employ one-third of the area’s workforce.


LaDon Johnson, a seasoned professional with a wealth of experience in corporate transactions, mergers and acquisitions, and international business, leads the Seattle expansion office. Metropolitan Seattle is home to 10 Fortune 500 companies, as well as over 43 companies with revenues ranging from $2 million to $276 million that were named to the 2017 Inc. 5000 list.


Dick Augustine, a proven leader in the renewable energy industry and a master of complex capital structures known for his successful leadership during turnarounds and restructuring of various companies, leads our Northeast office. The area served by this office stretches from New York to Boston, which contains tens of thousands of companies that fall into the CFO Systems’ target market.

Brett Frevert, Managing Director of CFO Systems, noted, “We are proud to be included in the Inc. 5000 list for a fourth year and expand our reach across the United States. We are now a company with a coast-to-coast presence. Our directors have a multitude of talents and expertise, and as a company, we are all committed to our vision of helping our clients grow.”

Founded in 2004, CFO Systems is a team of entrepreneurs driving client success by providing access to expertise and forward-thinking, decisive leadership to entities across the United States.