Experience

SBA * Consulting, LTD

• United States
• Business Consulting and Services
• 1 - 100 Employee

• President and Chief Financial Officer

  • Jan 1990 - Present

  Greater New York City Area "Growth is Good" SBA * Consulting focus is a global based company providing CxO’s (CFO, Supply Chain Management, Chief Marketing, Chief Information, Chief Operating Officers). Our market space is generally the start-up to $100M company. We, in recent years, have downsized and have focused on outsourced CFO and adjunct assignments that are customary in that space. What makes us unique to the consulting market is our philosophy to identify the most troubling problems (chief… Show more "Growth is Good" SBA * Consulting focus is a global based company providing CxO’s (CFO, Supply Chain Management, Chief Marketing, Chief Information, Chief Operating Officers). Our market space is generally the start-up to $100M company. We, in recent years, have downsized and have focused on outsourced CFO and adjunct assignments that are customary in that space. What makes us unique to the consulting market is our philosophy to identify the most troubling problems (chief complaint) via using Executive Team Alignment and then comprehensive GAP Analysis techniques, we then help solve these problems. Once identified we can assist our clients in implementing change and empower employees to facilitate the process themselves without our direct on-site assistance. In other words, we are there to facilitate and teach the client, not take up residence. We were very involved in the high-end modeling business where we helped create and install a unique front-end/back-end accounting system. We created an industry-standard Chart of Accounts which is still in use by many of the major modeling agencies over 15 years later. In the 1990's I specialized in implementing Manufacturing Requirements Planning/Distribution Requirements Planning in mid-sized discrete manufacturing companies (in multiple industries, from electronics to food). In addition, we provided Chief Information Officer/Computer Consultation to a wide range of companies. All told, we have been involved in 40 - 60 businesses during our 27 years. Web: http://www.sbaconsulting.com/ Show less



Industry Dive

• United States
• Technology, Information and Media
• 300 - 400 Employee

• Contributing Editor

  • Sep 2022 - Present

  Washington DC-Baltimore Area Provide content for multiple products. Industry Dive is a leading business journalism company. Nearly 13 million decision-makers across 20+ competitive industries rely on its exclusive insight and analysis delivered through 26 publications. Industry Dive was founded in 2012 to provide business leaders with the information they need to move industries forward. Our team of reporters, editors, designers, and marketers delivers insights and programs that spark innovation, fuel growth and… Show more Provide content for multiple products. Industry Dive is a leading business journalism company. Nearly 13 million decision-makers across 20+ competitive industries rely on its exclusive insight and analysis delivered through 26 publications. Industry Dive was founded in 2012 to provide business leaders with the information they need to move industries forward. Our team of reporters, editors, designers, and marketers delivers insights and programs that spark innovation, fuel growth and shape agendas in every industry we cover. Show less



Freelance

• Expert Witness

  • Jan 2009 - Present

  Providing Expert Witness, analysis and testimony to both Plaintiff and Defendant in disputes in the high-fashion modeling industry.



OnPlan

• United States
• Software Development
• 1 - 100 Employee

• Advisor

  • Apr 2018 - Present

  San Francisco Bay Area OnPlan is a powerful FP&A platform that provides you with insight into your business. Enjoy better visibility, greater transparency and more effective benchmarking.



Illumeo

• United States
• Accounting
• 1 - 100 Employee

• Instructor

  • Sep 2016 - Present

  San Jose, CA Instructor in the Illemeo Academy, a wealth of webinars for the busy financial executive or team member to learn or keep up to date on a wide variety of subjects. “Follow” Illumeo at https://www.linkedin.com/company/illumeo. Here are a current list of my Subject Matter Courses available On-demand: * Best Practices for ERP purchases * Real World Enterprise System Implementation Issues * Business Process Mapping: A Prelude to System & Process GAP Analysis * GAP Analysis:… Show more Instructor in the Illemeo Academy, a wealth of webinars for the busy financial executive or team member to learn or keep up to date on a wide variety of subjects. “Follow” Illumeo at https://www.linkedin.com/company/illumeo. Here are a current list of my Subject Matter Courses available On-demand: * Best Practices for ERP purchases * Real World Enterprise System Implementation Issues * Business Process Mapping: A Prelude to System & Process GAP Analysis * GAP Analysis: A Practical Approach https://www.illumeo.com/business-courses?pfai-txtfld=spivak&pager-num=0&pfai-sortfld=sc Show less



Lorman Education Services

• United States
• E-learning
• 1 - 100 Employee

• Course Contributor

  • May 2018 - Sep 2021

  On-Line Course: Best Practices for Preventing Business Credit Card Abuse Protect your company from business card abuse. There is a tremendous amount of debate centered on how business expenses should be funded, reported, authorized and reimbursed. Business expense fraud is #4 on the list of most common fraud schemes, behind corruption, billing and noncash. It lasts on average 24 months before it is identified and account for 11% of the total cases of fraud in 100+ employees, 21% in… Show more Course: Best Practices for Preventing Business Credit Card Abuse Protect your company from business card abuse. There is a tremendous amount of debate centered on how business expenses should be funded, reported, authorized and reimbursed. Business expense fraud is #4 on the list of most common fraud schemes, behind corruption, billing and noncash. It lasts on average 24 months before it is identified and account for 11% of the total cases of fraud in 100+ employees, 21% in smaller firms according to the Association of Certified Fraud Examiners. This material will show you how can you protect your company and at the same time your employees against fraud while maintaining fairness and equity. Show less



Kanopy Holdings, Inc.

• Chief Financial Officer

  • Jun 2017 - May 2021

  Greater Atlanta Area Provide CFO services to this start-up company that successfully raised a Round "B" financing. A manufacturer (through strategic partners) and distributor of Organic and Sustainable baby clothes. There have currently three brands: Oliver & Rain (oliverandrain.com; organic), Mac & Moon (macandmoon.com, sustainable) and Ottley & Me (ottleyandme.com; sustainable). Subsidiaries in Atlanta, GA & Hong Kong. Implemented several E-Commerce Platforms, multiple EDI platforms, Amazon… Show more Provide CFO services to this start-up company that successfully raised a Round "B" financing. A manufacturer (through strategic partners) and distributor of Organic and Sustainable baby clothes. There have currently three brands: Oliver & Rain (oliverandrain.com; organic), Mac & Moon (macandmoon.com, sustainable) and Ottley & Me (ottleyandme.com; sustainable). Subsidiaries in Atlanta, GA & Hong Kong. Implemented several E-Commerce Platforms, multiple EDI platforms, Amazon SellerCentral & VendorCentral, ERP and WMS systems. Led reorganization and recapitalization efforts; multiple audits (both simultaneous and years). Show less



Management Interactive LLC

• Partner

  • Aug 2016 - Dec 2018

  Greater New York City Area Management Interactive provides management consulting services to firms wishing to gain investments from hedge funds and/or preparation for exit. It is the investment advisor for Prime Resonance Ventures LP.



Argyle

• United States
• Advertising Services
• 1 - 100 Employee

• Contributor

  • Oct 2016 - Nov 2018

  Greater New York City Area Contributor to Q & A Forum covering mostly mid-market CFO 's and other finance professionals. Argyle is the owner of CFO.com.



Various Magazines

• Freelance Writer/Contributing Editor

  • Jul 1992 - Apr 2018

  Worldwide Provide articles to various magazines including The CPA Journal, WindowsNT, The Ensign, Boating Magazine, Economic Times of Long Island VAR Business, and Network World covering Hardware and Software, Business Management, Internet Issues and Recreational Boating Issues and the United States Coast Guard. 2012 - Present: Misc Blogs 2011 – 2012: Providing content for IAEM Bulletin 2001 – 2010: Columnist, Various Boating Magazines for the USCG 2007 – 2010:… Show more Provide articles to various magazines including The CPA Journal, WindowsNT, The Ensign, Boating Magazine, Economic Times of Long Island VAR Business, and Network World covering Hardware and Software, Business Management, Internet Issues and Recreational Boating Issues and the United States Coast Guard. 2012 - Present: Misc Blogs 2011 – 2012: Providing content for IAEM Bulletin 2001 – 2010: Columnist, Various Boating Magazines for the USCG 2007 – 2010: Columnist, Florida Sport Fishing Magazine, Lighthouse Point, FL 2007 – 2009: Frequent Contributor to Multi-hulls Magazine, Quincy, MA 1998 – 2006: Contributing Editor, VAR Business, a CMP publication, Jericho, NY 1998 – 2006: Contributing Columnist, VAR Business Web Site. 1997 – 2000: Columnist, Law Technology Product News, American Lawyer Media, NYC 1998 – 1999: Contributing Editor, On The Internet, Internet Society, Reston, VA 1995 – 2000: Columnist, Network World, an IDG publication, Framingham, MA Show less



Aiden and Anais, Inc.

• Interim Controller

  • Oct 2016 - Jan 2017

  Brooklyn, New York, United States Outsourced Interim Controller for baby clothes designer, importer and distributor. Headed the audit team and acquisition accounting for newly acquired subsidiary.



Proformative

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Community Leader, Instructor, Board of Advisors

  • Jan 2012 - Sep 2016

  San Jose, CA Leading efforts to maximize Community involvement of senior level Finance, Accounting and & Treasury as well as other C-Level members. Promotion of the Community to current and potential users in order to increase the professionalism of all involved by seeking and assisting others in the field with quandaries asked and answered. As an Advisor, consult on the direction the website/community; contribute to the discussion and provide general advice. Instructor in the Proformative… Show more Leading efforts to maximize Community involvement of senior level Finance, Accounting and & Treasury as well as other C-Level members. Promotion of the Community to current and potential users in order to increase the professionalism of all involved by seeking and assisting others in the field with quandaries asked and answered. As an Advisor, consult on the direction the website/community; contribute to the discussion and provide general advice. Instructor in the Proformative Academy, a wealth of webinars for the busy financial executive or team member to learn or keep up to date on a wide variety of subjects. Here are a current list of my Subject Matter Courses available On-demand: * Best Practices for ERP purchases * Real World Enterprise System Implementation Issues * Business Process Mapping: A Prelude to System & Process GAP Analysis * GAP Analysis: A Practical Approach I currently have four (4) on-demand courses at the Illumeo Academy: https://www.illumeo.com/sitesearch?submit.x=0&submit.y=0&submit=+&keywords=wayne+spivak&op=Search Proformative non-academy assets were sold to CFO.com Show less



VOLARE AIR GROUP

• United States
• Travel Arrangements

• Chief Financial Officer (Interim)

  • Oct 2015 - May 2016

  Greater Chicago Area Start-up company. Assisted in positioning company to make strategic acquisitions. Created multiple pitch decks for investor groups on different M&A targets. Interface between C-Suite/Board/Investors and potential targets. Project completed.



Relativity Capital

• Chief Financial Officer (Interim, Portfolio Company- Jessica's Brands)

  • Sep 2014 - Oct 2015

  Greater Los Angeles Area Management of the Treasury, Accounting and Budgeting processes. Development of KPI's and reporting system. Overall management of company. Due Diligence and development of offers on potential M&A candidates (buy side). Interact with Board of Jessica's Brands and PE Company. Led first round M&A activities. Renegotiated credit facilities. This was a turnaround situation. After multiple acquisitions potentials (Due Diligence on buy side) which Jessica's Brands decided… Show more Management of the Treasury, Accounting and Budgeting processes. Development of KPI's and reporting system. Overall management of company. Due Diligence and development of offers on potential M&A candidates (buy side). Interact with Board of Jessica's Brands and PE Company. Led first round M&A activities. Renegotiated credit facilities. This was a turnaround situation. After multiple acquisitions potentials (Due Diligence on buy side) which Jessica's Brands decided not to execute, we (Management/PE firm) sold the company. Assisted on Due Diligence on the sell side. Show less



QED National

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Member, Board of Advisors

  • Sep 2012 - Apr 2014

  New York, New York As an Advisor, consult on direction, and provide assistance in problem solving issues which may be causing difficulties. When a group of smart people sit around a table, the results are limitless. The Advisory Board was discontinued April 28th, 2014



The Yucaipa Companies

• Chief Financial Officer (Interim, Portfolio Company)

  • Dec 2013 - Mar 2014

  Greater New York City Area Created structure, processes, systems and coherence in the newly acquired company where such framework did not exist or did not work. Worked with Fund Manager to create a credit facility until new management was able to increase revenues and cash flows. Worked closely with Corporate Counsel to create contractual templates to be used by company in normal course of business. Negotiated numerous contested relationships to an amicable solutions.



Model Collections of America

• Chief Financial Officer

  • Apr 2009 - Jan 2011

  Greater New York City Area Outsourced CFO for Third-party billing company for foreign (non-US) models who did work outside the United States. Duties include all aspects of finance, accounting, banking (FX was a major aspect) and model relationships. Company folded when both partners died within 10 months of each other.



dna Asia LLC

• Chief Financial Officer

  • Jan 2008 - Jan 2011

  Greater New York City Area Outsourced CFO for start-up. Handled all financial aspects of this highly regarded global model management company entry into the Asian (Korea, China and Japanese) marketplace. Year one revenues exceeded $1M. Duties include all aspects of finance, accounting, banking (FX was a major aspect) and model relationships, vendor and employee contract negotiation, payroll, legal, administration, US VISA’s for foreign models (O-1 and H1-B) as well as telephone and information… Show more Outsourced CFO for start-up. Handled all financial aspects of this highly regarded global model management company entry into the Asian (Korea, China and Japanese) marketplace. Year one revenues exceeded $1M. Duties include all aspects of finance, accounting, banking (FX was a major aspect) and model relationships, vendor and employee contract negotiation, payroll, legal, administration, US VISA’s for foreign models (O-1 and H1-B) as well as telephone and information systems. Issues that were successfully solved were cultural, foreign exchange, legal and timezone in nature. Show less



Frenchw@re

• Chief Financial Officer

  • Jan 2008 - Jan 2011

  Greater New York City Area Software house that created the premiere specialized front-end/back-end system for management, billing, tracking talents (models, actors, musician, writer, etc.). Software could be used in any situation where third-party billing and advances were made to the client (model, actor, etc.). In addition to the standard CFO duties, I spent the bulk of my time devising algorithms that were responsible for design, analysis and testing of new enhancements to product. Creating a product that… Show more Software house that created the premiere specialized front-end/back-end system for management, billing, tracking talents (models, actors, musician, writer, etc.). Software could be used in any situation where third-party billing and advances were made to the client (model, actor, etc.). In addition to the standard CFO duties, I spent the bulk of my time devising algorithms that were responsible for design, analysis and testing of new enhancements to product. Creating a product that was both malleable within reason by the Customer, but followed industry standards in both accounting, legal and administrative procedures of the industry served. Relationship started with Frenchw@re in November 2000 where I provided system analysis and product development assistance. Show less



DNA Model Management

• United States
• Retail Apparel and Fashion
• 1 - 100 Employee

• Chief Financial Officer

  • May 2001 - Jan 2011

  New York City Handle all financial aspects of this highly regarded global model management company located in New York City. dna Model Management are one of the most prestigious modeling management agencies in New York and worldwide, representing some of the top models in the world. Duties include all aspects of finance, accounting, banking and model relationships, vendor and employee contract negotiation, payroll, legal, administration, US VISA’s for foreign models (O-1 and H1-B) as well as… Show more Handle all financial aspects of this highly regarded global model management company located in New York City. dna Model Management are one of the most prestigious modeling management agencies in New York and worldwide, representing some of the top models in the world. Duties include all aspects of finance, accounting, banking and model relationships, vendor and employee contract negotiation, payroll, legal, administration, US VISA’s for foreign models (O-1 and H1-B) as well as telephone and information technology systems. Involved in all aspects of multiple litigation (including class-action, and inter-competition suits). This multi-million dollar business sustained over 500% growth during my tenure. Managed dynamic cash flow issues that accompanies rapid growth while reducing all non-trade debt to zero. Enabled dna to maintain employee staffing levels during recent global recession while most of our competitors and clients reduced staffing levels. Retired ABL line of credit which was at usury rates by negotiating new line of credit with bank at market rates. Retired debt 6 months earlier than term. Negotiated major re-make of office space http://www.eoarch.com/work/architecture/offices/dna-model-management1.html Negotiated and project managed office move which included dramatic lease-hold and architectural changes to space that made new office an architectural showpiece http://www.spatialdiscipline.com/dna http://www.dnamodels.com/ Show less



The City University of New York

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Faculty

  • Jun 1995 - Dec 2005

  Bronx, New York Provide instruction in Accounting Information Systems (AIS) ( for 4 of the 10 years) to departmental majors (seniors) and graduate students (master’s candidates). Course specializes in spreadsheets, their use and function to the accountant, as well as the implementation of computerized accounting systems. In addition, I taught a similar course at Hunter College, City University of New York. Taught Accounting I and Accounting II to both intended majors and non-majors. Over 10 years… Show more Provide instruction in Accounting Information Systems (AIS) ( for 4 of the 10 years) to departmental majors (seniors) and graduate students (master’s candidates). Course specializes in spreadsheets, their use and function to the accountant, as well as the implementation of computerized accounting systems. In addition, I taught a similar course at Hunter College, City University of New York. Taught Accounting I and Accounting II to both intended majors and non-majors. Over 10 years, in excess of 800 students passed through my classroom. In my non-teaching capacity I have come across my students in such diverse roles as Business Manager for a very well respected Orthopedic Surgeon located in Nassau County, members of the accounting staff for a modeling agency and fashion house, both located in NY, or just passing in the streets of New York. http://www.lehman.cuny.edu/ Show less