Experience
Managing Partner, JM Green CPA Group, LLC from 1980 to January 2014, when his firm merged with Meaden & Moore. JM Green CPA Group provided CFO, Controllership, and Virtual Transaction Management services to its entrepreneurial clients and audit and consulting services to its not-for-profit clients, to help them reach their goals.
Areas Of Specialization
- Entrepreneurial business challenges, including building financial models to illustrate corporate goals and assisting in plan implementation
- Business transition and succession consulting to help business owners, including family firms, successfully reach financial goals
- CFO services, which help business owners secure the financial resources needed to grow their businesses, value their businesses and create strategic plans
Education
- Cleveland State University, Bachelor of Business Administration with major in Accounting
- Received Outstanding Student award in the year of graduation from Evening Division of CSU. Wife Marlene received "PHT" award from CSU's President's wife for "Putting Hubby Through" the evening division of CSU that year.
Professional Development
- Member, AICPA and Ohio Society of Certified Public Accountants. Past member, OSCPA Board of Directors, OSCPA Management of an Accounting Practice Committee, Treasurer, Cleveland Chapter, OSCPA Publicity and Public Relations Committee. Cleveland Chapter Director
- Received Regional Accountant Advocate of the Year award from the Small Business Administration in six-state competition
- Chairman, Board of Trustees, Growth Capital Corporation. Growth Capital Corp lends expansion funds through the Ohio 166 and SBA 504 programs to qualifying businesses
- Corporate Sponsor and Mentor, Strategic Business Planning Course, COSE, continuously since 1986
- Advisory Board Member, The Entrepreneurship Institute, Cleveland, Ohio
- Participant, Boardroom-to-Boardroom Initiative, Presidents Council
Community/Philanthropic Pursuits
- Member, Government Relations Committee, Juvenile Diabetes Research Foundation. Formerly, Member, Board of Trustees, Juvenile Diabetes Research Foundation — Greater Cleveland Chapter term beginning July 2005. VP of Government Relations through June 2011
- Immediate Past President, Board of Trustees, Geauga Parks District Foundation
- Past Member, Board of Directors, Greater Cleveland Growth Association
- Past Board Member and Vice Chair of Management Education, COSE division of Greater Cleveland Growth Association
- Charter member of the 1996 class of Leadership Geauga County
