to all our team members
Davis Wright Tremaine LLP
Don is a strategic legal advisor and corporate counsel to emerging growth and middle-market Food & Beverage, Food Tech, and Ag Tech innovators and investors. His clients are based in the major U.S. food hubs, including the Bay Area, Boulder, Brooklyn, Austin and Los Angeles. His law firm, Davis Wright Tremaine LLP (DWT), has one of the largest food & beverage practices in the United States, with over 40 attorneys serving food venture entrepreneurs, emerging brands, larger food companies, and the private equity firms that invest in them, at every level of the food chain from “Farm to Label”. Don is a Founding Faculty Member and member of the Advisory Board of the Food Business School at the Culinary Institute of America (Napa Valley). He currently serves as the Vice-Chair of the board of Directors of KCETLink TV, the public television station in LA, and is a member of the Board of Directors of the American Technion Society – San Francisco Chapter.
The Intertwine Group
Elliot Begoun is the Founder of The Intertwine Group, a practice focused on helping emerging food and beverage brands grow becoming scalable and investment-ready. He positions CPG brands to raise capital, build velocity, gain distribution, win share of stomach, and drive revenue. Catch him atin his role as a mentor and find his articles in publications such as the , , and
Lara Jackle Dickinson is Executive Director and Co-Founder of OSC (One Step Closer to an Organic Sustainable Community), a group of CEOs working together toward regenerative food and agriculture solutions. In this capacity, she co-founded and launched the Compostable Packaging Collaborative, the Climate Collaborative and Climate Day for the Natural Foods industry. She also runs Pluot Consulting where she deploys her 20 plus years of natural foods experience to work on executive level marketing, sales, and strategic planning with some of the most mission driven food companies in the world. Lara was the CEO of LightFull Foods, VP Marketing & Retail sales at Numi Organic Tea, and VP of Marketing at the Balance Bar Company before it’s acquisition by a major CPG company. Lara received an MBA from Cornell, a BS in Finance from the University of Southern California and completed graduate work at Oxford. She lives in Piedmont, CA with her husband, three young children and 8 chickens.
NATURALLY NORTH BAY
Carolyn Stark’s passion is focused on giving back to her community by promoting economic growth through her leadership in trade associations, higher education, and in public private partnerships. She has led four different trade associations and economic development initiatives and participated as a director on a variety of community and nonprofit boards. In these roles, her primary responsibility has been to create enabling factors that promote the economic prosperity and quality of life of the region. Ms. Stark was the founding executive director of the Sonoma County BEST initiative, an economic development program created in 2011 as a public-private partnership. Under Ms. Stark’s leadership, BEST actively engaged business, education, and government leaders in the formation of Sonoma County’s post-recession economy. The North Bay Food Industry Group, aka “FIG” was formed in 2012 as an initiative of BEST to support the growth of the specialty food and beverage industry in the region. Now an independent non-profit, FIG has brought together companies, entrepreneurs and industry supporters to work together to make the North Bay the epicenter for the specialty food and beverage industry on the West Coast. Fun fact: Carolyn delights in back country horseback riding and participates regularly in long distance endurance races throughout the West.
New Hope Network
Carlotta Mast is the senior vice president of content and insights for Informa’s Global Health & Nutrition Network, which includes the New Hope Network in Boulder, Co. She is also the current board president for Naturally Boulder and sits on the boards of the Climate Collaborative, whose mission is to leverage the power of the natural products industry to reverse global warming, and of the Supplement Online Wellness Library (OWL), an industry-wide, self-regulatory initiative designed to create a rich and more complete picture of the dietary supplement marketplace for regulators, retailers and industry. Carlotta is a frequent speaker at natural products industry events and conferences and has been interviewed about natural products trends and market performance by The New York Times, NPR, ABC News, Business Week and numerous other media outlets. In 2013, Carlotta co-founded a paleo snack company called Wholly Bites, which hit the market well before Whole Foods Market and other retailers began adding paleo sections to their stores. Wholly Bites was sold in 2016 and is now marketed under the Thrive Tribe brand.
Nutrition Capital Network
Mike Dovbish is the Executive Director and one of the founding members of Nutrition Capital Network, an investor and partnering platform for growth companies in health and wellness. (Acquired by New Hope Network, part of Informa PLC in December, 2016). Mike also provides strategic guidance to emerging sustainable health and wellness businesses and disruptive, consumer and ag tech companies assisting with strategy, capital raising, partnerships and business development.
Michelle Ferguson is VP of Marketing at Miyoko’s Creamery. She is former executive vice president of Food and Innovation for Clif Bar & Company, a family- and employee-owned company crafting energy food with organic and sustainable ingredients to feed and inspire adventure. Guided by the company’s five bottom lines – Sustaining our People, our Business, our Brands, our Community and the Planet – Michelle sets innovation strategy and leads new product development for all CLIF brands. Michelle draws inspiration as a foodie, an athlete and a mom to help craft trailblazing new products such as CLIF® Nut Butter Filled and CLIF® Whey Protein. Michelle joined Clif Bar & Company in 1999 as director of consumer research. In 2003, she was promoted to vice president of brand marketing, then to senior vice president in 2006. In 2009, she was promoted to executive vice president of marketing. Under her direction, Clif Bar grew to be a recognized leader in grassroots marketing programs that engage consumers and address important environmental issues. Prior to Clif Bar, Michelle directed research at Gatorade and served as managing director at M.B.L. Taiwan. Michelle holds a bachelor’s degree in international agricultural development from the University of California, Davis and a master’s in agricultural economics from Cornell University. She lives in Kensington, California, with her husband and two children.
Vanessa is the Founder of Cultivate Creations, a boutique marketing, strategy, and innovation consulting firm focused in driving expansive growth for emerging and established natural and organic brands. She is consummate advocate for the consumer perspective and loves smart design, breakthrough integrated marketing, and innovative ideas. Cultivate Creations has a deep appreciation for a 360 approach to everything it does, and takes the time and thought necessary to ensure that its work and ideas speak to consumers, retailers, sales organizations, trade partners, press, and internal audiences.
Jim Taschetta is the co-founder and CEO of Akai Life, LLC and a member of the Naturally Bay Area board. He is a 30-year CPG veteran with mix of large company and start-up experience. He started his career in brand management at Procter & Gamble. During his 10 years at P&G, including 7 overseas, Jim built a variety of brands and categories. While at Coca-Cola, Jim led a $2 billion-dollar portfolio of brands, including the Sprite, PowerAde and Minute Maid brands. As an SVP at Visa, Jim led the repositioning of the Visa brand and introduced a brand management system to the marketing function. Over the last several years he has focused on bringing his experience to helping small to medium sized companies scale. He was one of the first executives at the fin-tech start-up Yodlee, which went public in 2015. While at Bare Escentuals, he led product and marketing and helped position the company for a successful sale to cosmetics giant Shiseido. Most recently, he led the expansion of start-up Caveman Foods, helping them to become a leading provider of Paleo snacks. Jim received his MBA from Cornell University and lives with his wife and two children in Burlingame, CA.
Robyn Rutledge’s nearly two decade-long career in finance and investing has been concentrated in the consumer industry, with focus on food, beverage, and wellness-oriented companies. Robyn is the Founder & CEO of SBG Growth, a consumer-focused investment and advisory business. Through SBG, Robyn invests directly in consumer-facing businesses, often serving on the Board of Directors and as a regular advisor to the leadership team. Robyn also currently advises investment firms, entrepreneurs and other stakeholders on the consumer market landscape. Under the SBG umbrella, Robyn has also been serving a leadership role in CALM, an innovative startup backed by the University of California, which seeks to marry best-in-class consumer engagement, healthcare and technology. Prior to launching SBG, Robyn spent close to a decade with TSG Consumer Partners, a leading investment firm, where she was a Managing Director and Partner and subsequently an Operating Partner. Prior to TSG, Robyn was a member of the investment team at Thoma Cressey (now Thoma Bravo), and prior to that, worked in M&A at Goldman Sachs in New York. Robyn was born and raised in Canada and received a Bachelor of Commerce with First Class Honors from Queen’s University in Kingston. She subsequently earned an MBA from Stanford University’s Graduate School of Business, where she was an Arjay Miller Scholar. Robyn is a passionate believer in life-long learning and is pleased to have been part of the The Food Business School’s formation team at the Culinary Institute of America.
Matthew has spent the last 25 years building disruptive consumer brands that have challenged established categories with products that are better for people and the planet. As founder of Freeli Foods, Matthew’s current mission is to make nutritious, convenient food accessible to all families. Previously, Matthew was CEO of Kite Hill where he led the company’s transformation from launch to becoming the gold standard in plant-based dairy products. He was an early employee and CMO of Impossible Foods, a company developing plant-based options to one day replace our global reliance on industrially raised meat. He came to Impossible Foods after founding Fork in the Road Foods, a leading sustainable meat company. Matthew started his career in strategy at Starbucks and managed several food brands at The Clorox Company after earning his MBA from Cornell’s Johnson School. He and his wife also founded the first of its kind public Mandarin immersion school in California, Yu Ming Charter School. Rated one of the top charter schools in California, Yu Ming teaches Mandarin to over 450 students free of tuition.
Carol Spindler O’Hara
Carol is the Managing Partner of BPM’s North Bay Practice. In addition, Carol is the Consumer Products and Wine Industry Leader for BPM. She spends 90% of her time serving clients, including wine, food and craft beverage industry related companies.
Carol brings more than 25 years of experience delivering services to a wide spectrum of industries, including agricultural, wine and vineyard land, manufacturing and consumer products. Prior to joining BPM, Carol spent 18 years, seven as a partner, with KPMG in San Francisco and London. Her responsibilities included overseeing services to Wells Fargo & Co.
Carol O’Hara holds an active CPA license in California.
Lisa Curtis is the Founder & CEO of Kuli Kuli, the leading brand pioneering the superfood moringa in the US market. Moringa is a leafy green more nutritious than kale that provides anti-inflammatory benefits rivaling those of turmeric. Kuli Kuli’s bars, powder and shots are with moringa sourced directly from women’s cooperatives and small family farmers around the world. Lisa has grown Kuli Kuli from a Peace Corps dream into a multi-million dollar social enterprise that sells delicious moringa products in over 7,000 stores. Lisa and Kuli Kuli have been featured in The New York Times, The Wall Street Journal, Forbes and hundreds of other publications. Prior to Kuli Kuli, Lisa served as the Communications Director at Mosaic where she managed a team of six to grow the company from zero to over $5M invested in solar. Previously, Lisa wrote political briefings for President Obama in the White House, served as a United Nations Environment Programme Youth Advisor and worked at an impact investment firm in India. She is a regular contributor to Forbes and, in her youth, was recognized as Forbes 30 Under 30.
Dan Kurzrock is the co-founder and “Chief Grain Officer” of ReGrained. ReGrained is an ingredient company and packaged foods innovator that rescues and upcycles of high-protein high-fiber grain generated by the brewing industry into SuperGrain+ flour. SuperGrain+ is versatile ingredient that produces delicious, nutritious, and highly functional foods from savory to sweet applications. Dan created ReGrained out of his hobby for homebrewing beer, where he first discovered that so-called “spent” grain could be given a delicious second life as food. He is now obsessed with better aligning the food we eat with the planet we love through Edible Upcycling.
WHITE ROAD INVESTMENTS / CLIF BAR & COMPANY
Jenn is both a principal at White Road Investments, a venture capital firm, and a manager of corporate development at Clif Bar & Company. Founded by the co-founders of Clif Bar, White Road invests in and partners with mission-driven entrepreneurs building sustainable ventures in the natural/organic food and beverage, and outdoor industries. Prior to these roles, she was a management consultant working with foundations and non-profits on environmental grant-making strategies and start-up operations, and an investment banker at JPMorgan. A graduate of UC Berkeley, she lives in San Francisco with her husband and young son, and together, they are always planning their next international adventure or local Bay Area hike.
FORTIS SOLUTIONS GROUP
As an Account Executive with Fortis Solutions Group, Laurie is passionate about supporting her customers in identifying optimal packaging solutions for their products. She has clients in the food, beverage, personal care, nutraceutical, and cannabis industries.
Having previously worked as a Nutrition Specialist with Abbott, supporting the Pediatric Hospitals in the Bay Area, it became incredibly clear to Laurie how important nutrition is to development of our brains and bodies. Being vested in understanding the science behind how nutrition impacts our health and well-being logically lead her to the natural products space.
Laurie has a MS in Industrial and Organization Behavior from San Jose State University. She lives in Aptos with her family and three dogs. Want to see her smile? Ask her about tennis, her Airstream, or fly fishing.
HEFFERNAN INSURANCE BROKERS
Pete Picetti is a 32 year insurance veteran. Pete specializes in supply chain risk management through a consultative approach. Pete holds a Bachelors degree in Psychology from Dominican University and is a Certified Insurance Counselor through the National Alliance, he’s a partner at Heffernan Insurance Brokers and manages their CPG/Food Practice. Pete and his team have helped a variety of CPG products from Cosmetics to Pet Food. He’s an expert on building Product Recall and Global Supply Chain Risk Analysis Platforms.
Mary Tarczynski has 25+ years of experience leading cross-functional teams to build equity and drive sales for CPG brands including Coca-Cola, Kraft, Clorox and Campbell’s. She left corporate marketing to spend four years in emerging ad tech; then in 2016 co-founded Parabolic, a shopper marketing agency offering “ideas with trajectory” – integrated strategies, concepts and activations to help established and emerging natural brands sell in and sell through at retail.
Mary is an advocate for diversity in leadership and serves as Co-Chair for the Network of Executive Women Northern California Region and as an Executive in Residence at Plug & Play Tech Center, advising consumer brands and ad tech startups.
She and her husband live in Rockridge (Oakland) and are the parents of a Brown University graduate, UCLA student and high school senior. When not working, volunteering or traveling for fun, Mary can be found running or hiking on Bay Area trails.
Jen Berliner is the General Manager of Moonshot, a new line of climate-friendly crackers made with regeneratively grown ingredients. She’s passionate about creating behavior change that makes people and the planet healthier.
Prior to Moonshot, Berliner was the CEO of Medlie, a leading fresh vegetable snacking platform incubated by Sonoma Brands. Berliner joined Medlie (formerly ZÜPA NOMA) in late 2016 from PepsiCo, bringing strong experience in growth strategy, insights-driven innovation, and channel and customer specific marketing programs. During her time at PepsiCo, she grew Mug Root Beer, Manzanita Sol, and SoBe; commercialized multiple “better for you” Foodservice innovations, and led Shopper Marketing at top retailers for three of PepsiCo’s $1.5B+ food & beverage portfolios.
Before joining PepsiCo, Berliner developed integrated marketing campaigns at GMMB, a communications strategy firm in Washington, D.C. She has also consulted for Google Food, where she led qualitative research into employee eating habits and provided recommendations implemented at the corporate level to improve food choices. Berliner earned a B.A. in Political Science and French from Vanderbilt University and an MBA from the Yale School of Management.
John has nearly 17 years of investment experience, with a focus on private equity and venture capital. He has been an active investor in food and food-related businesses ranging from restaurants to CPG companies. He is currently affiliated with Altamont Capital Partners, a private equity firm focused on making investments in middle market companies. Prior to Altamont, John was a portfolio manager with Hall Capital. He was also an investment professional with Hamilton Lane and a member of the investment research group at Cambridge Associates. John is a graduate of Colby College as well as the Tuck School of Business at Dartmouth College. He and his wife live in San Francisco with their dog, Jane.
BIG ROCK GROWTH ADVISORS
Kevin Cleary is a results-driven, people leader with a successful track record at private and public companies. His focus on vision and strategy is brought to life by successfully aligning all executional elements throughout an organization. He’s an effective team builder and inspirational leader who believes strong culture is the key ingredient to long-term success.
Currently, as Principal at Big Rock Growth Advisors LLC, he helps CEOs and companies drive and manage growth, while developing healthy cultures to ensure long-term success. Much of his advisory work is in leading organizations through the strategic planning process while also helping them create highly effective C-Suite teams.
Previously, as CEO at Clif Bar & Company, Kevin was instrumental in building Clif from a small company to the leader in the healthy snack food category. With a relentless focus on strategy, execution and culture, he built a multiple bottom line organization that won awards for green business, “Great Places to Work” and sustainable agriculture.
THE TOWN KITCHEN
An experienced CPG Executive with a love for building brands and a drive to positively impact communities through natural & organic mission-driven businesses that inspire a shift forward in the food system and the world around us.
Pete currently sits as Chair of the Naturally Bay Area board and brings 20+ years of Consumer Packaged Goods experience to his role as Chief Operating Officer at The Town Kitchen, PBC. Having worked and learned at small and large companies like Kellogg’s, Foster Farms, Del Monte, Zola, and the E. & J. Gallo Winery – he has led & developed iconic food & beverage brands including Kashi, Morningstar Farms, Gardenburger, Eggo, Foster Farms Fresh Chicken, and most recently his own husband-wife startup, Soñar! Organic Grain Free Tortilla Chips.
When Pete isn’t working or talking natural products, you can find him riding one of his bikes or teaming up with his wife to chase after their daughters on the soccer field or around the house in Oakland, CA.
ASPECT CONSUMER PARTNERSIan Malone is a Director and a founding member of Aspect Consumer Partners. He has over 18 years of finance, investment banking, M&A and operational experience in consumer products, food & beverage, real estate and technology. Ian specializes in advising growing consumer products companies on mergers and acquisitions, corporate finance and other important strategic matters, with a particular emphasis on companies in the food, beverage, wine, beauty and personal care sectors.Prior to co-founding Aspect Consumer Partners, Ian was a Senior Vice President with Global Wine Partners, where he led execution on a number of M&A transactions in the wine and craft beer industries. Previously, he was a Managing Director at Premier Pacific Vineyards, one of the largest developers of premium vineyards, where he worked in corporate strategy, finance and portfolio management. Ian began his investment banking career at UBS Investment Bank advising companies in the Technology sector on M&A and corporate finance.Ian received his Bachelor of Arts from Kenyon College, and also attended Oxford University (St. Catherine’s College).
THE BURBANK GROUP AT MORGAN STANLEY
Willis Davis is a partner at the Burbank Group at Morgan Stanley Private Wealth Management, a team focused on financial planning and the management of permanent capital for the founders of food, beverage, and consumer products companies and private equity and investment banking professionals. Willis and the Burbank Group manage over $2.0 billion and have been recognized by the Financial Times as one of the Top 400 Advisory teams in the United States every year from 2013 to 2020. Willis holds the Chartered Financial Analyst designation (CFA) and graduated summa cum laude from Hampden-Sydney College. Prior to joining the Burbank Group, Willis worked for Morgan Stanley in New York and Washington DC where he advised high net worth families and institutions.
Willis enjoys running, reading and fly fishing and is actively involved with the San Francisco Riptide youth lacrosse program. Originally from Virginia, Willis currently resides in the Russian Hill neighborhood of San Francisco.
PURE CULTURE BEAUTY
Joy is a CEO, board member and advisor with over 25 years driving sales and profit growth through innovative brand building, global expansions, and digital transformation. She is known for both scaling businesses for accelerated growth and turning around troubled businesses in complex and demanding situations in small companies and large corporations. Joy transforms the retail and marketing landscape to online and digital, with extensive experience in brick and mortar retail across all channels. Her international expertise includes North America, Asia and European markets.
Most recently, Joy served as the Board Chairman and CEO of H2O+ Beauty, a leading brand in the premium skincare category. Joy turned around this global company that had lost relevance, made sweeping strategic shifts to its business model, revitalized its branding and launched entirely new, performance-based product line. She transformed its marketing strategy to online and digital. Additionally, Joy shifted retail strategy from relying only on branded stand-alone retail outlets to include online and prominent beauty distribution through Ulta, Amazon, Dermstore, Sephora Asia, and TMall. This resulted in reversing the declining business to +25% sales growth and +30% margin improvement.
Previously, Joy served as CEO and Board Director of Yes To, Inc., overseeing the global expansion and accelerated growth of its natural skin and bodycare portfolio. Amid the economic downturn, she scaled the start-up, catapulting the brand to the #2 ranking in the natural personal care category. She expanded the distribution of Yes To products globally and broadened the company branding to Yes To from the limited Yes To Carrots. Under Joy’s leadership, the business successfully grew +450% in revenue growth and the company valuation increased by 5x. During this time, the Yes To brand also won nearly 70 product and business awards including the top 100 fastest growing company. She launched the brand into mainstream channels, including WalMart, Target, Kroger, CVS, Ahold, Amazon, Sephora.
Before joining Yes To, Joy spent 17 years at the Clorox Company, serving as Vice President and General Manager of the laundry business, overseeing P&L for a $1B+ division, handling the company’s most valuable brand equity, Clorox, and managing a large multi-functional organization. At Clorox, she turned around the Laundry business to +4% growth, a +10% profit improvement in a mature, declining category, and securing Clorox’s market position as #1 brand in segment. During her tenure at Clorox, Joy also held other senior leadership roles including VP Marketing and VP Sales. In addition to her CEO roles, Joy finds time to support the community. From her immigrant upbringing, she values the importance of education to her own career. She has served as a board member on Junior Achievement, and most recently on Girls Inc, an organization whose mission is to help underprivileged girls to reach college. She is active on the Harvard Business School’s Advisory Council. Joy’s strong strategic and transformational skills have also led her to serve as a board member and advisor for tech and health and wellness businesses like Mezzetta and Visolis. She is frequently a judge for global startup competitions at Haas School of Business, UC Berkeley. She is an invited keynote speaker at many conferences and has been a content contributor to ENTREPRENEUR magazine. She was awarded Most Admired CEO and named Most Influential Woman Forever Honor Roll in the San Francisco Bay Area. She was honored with Stevie Awards for Women in Business in both the Executive of the Year and Mentor of the Year categories, as well as Executive of the Year from Best in Biz awards. Joy received her BS from the University of California, Berkeley and a MBA from Harvard University.
Lauren Clardy is the founder and CEO of NutriMarket Business, a strategic consulting firm focused on the commercialization and scale up of novel nutraceutical brands, ingredients, and new technologies. Her company has a proven track record of driving corporate growth and revenue from concept through commercialization. She leverages deep knowledge in nutrition, regulatory, strategy and innovation- to deliver distinguished, actionable products for sustainable growth and marketplace success.
During her career, Lauren has had her “hand” in the launch of hundreds of new products and generated significant incremental revenue for companies. Lauren has launched numerous D2C and B2B companies into the market which have become category market leaders and successful new brands in the industry. She currently serves as VP Brands for AIDP Inc.- a leading ingredient supplier that offers best-in-class ingredient solutions for the dietary supplement, nutricosmetic and functional food & beverage categories.
Lauren is an Advisory board member with Nutrition Capital Network, (NCN) and serves as a Board Advisor/investor to various other companies. She received her BSc in Nutrition from the University of California, Davis, and has postgraduate work in Nutrition/MPH at Oregon State University. Lauren is passionate about the ever-evolving science of nutrition, and the coalescing of functional foods, supplements, and delivery technologies.
Shannon Toyos carries more than 18 years of innovation, brand and business building experience. Currently, she is the Chief Marketing Officer at Kite Hill. Shannon has a deep passion for driving awareness that the plant-based company crafts delicious artisan chef-inspired foods that enable consumers to feel good about what they eat while making a positive impact on the environment one bite at a time.
Prior to joining Kite Hill, Shannon was Vice President of Marketing for The J.M. Smucker Company where she led the business operations, marketing strategy and the innovation agenda for the on-trend pet ~$3 billion business unit. During her tenure, she launched many platforms including one of the largest new brand entries in the history of the pet snacks category “Milo’s Kitchen.” Additionally, she was part of the core team to develop the growth strategy to expand into the pet premium space that resulted in a ~$1 billion increase within the brand’s portfolio through focused M&A.
Dianna Tremblay is the Chief Program Officer at ICA. She is responsible for scaling the impact of the ICA’s programs and cultivating the support and capital ecosystem necessary for entrepreneurs to scale their businesses. With expertise in program design and implementation, small business support, accessing capital, and ecosystem building, Dianna strives to use these skills to increase equitable access to capital, coaching, and networks for entrepreneurs of color. Leading ICA’s program work, Dianna continues to explore, test, and build programs that ultimately prepare companies to become more resilient and investment-ready.
Prior to joining ICA, Dianna’s professional experience included sales, corporate relationship management, and business development roles in e-commerce and textbook publishing. Dianna received a MBA from the Lorry I. Lokey School of Business and Public Policy at Mills College and a Bachelor’s in English from California State University, East Bay.
Larisa is an audit partner with a focus in the manufacturing and distribution industry, including consumer products and food and beverage, as well as the technology industry. With over 20 years of experience, she has served middle-market privately held companies in a variety of industries. Her experience has been developed through her work domestically and internationally, with years of accounting experience in Israel.
- Areas of expertise include accounting and financial reporting, internal controls and fraud risk assessments, agreed-upon procedures, acquisitions and consolidations
- Assists clients with audits, reviews and accounting matters such as share-based payments, revenue recognition,variable considerations, software capitalization, equity transactions, debt restructuring and recapitalization
- Provides strategic business advice to management and technical accounting support to controllers and CFOs of privately held organizations
- Performs assurance engagements and coordinates additional services for her clients, including corporate and individual tax and business advisory
- Performs various business consulting engagements such as CFO advisory and mergers and acquisition projects
- Named one of the Most Influential Women in the Bay Area by the San Francisco Business Times in 2017
Lucy has been working in the Bay Area’s natural products industry for nearly 20 years – first on the innovation side of the spirits world @ E&J Gallo, then as a founder of her own beverage company, then General Manager @ method products, CEO @ Drip Drop Hydration, and currently President @ Beekeeper Marketing. Beekeeper, an Advantage Solutions company, is a full-service ecom agency of 100 virtual associates, specializing in natural & emerging CPG brands on Amazon and all ecommerce media solutions. Despite her Harvard MBA, Lucy is passionate about small, authentic, healthy brands solving real consumer needs. She’s proud of the fact her teenagers have never tasted McDonalds.
As a founding partner at Propeller Industries, Brad has spent the past decade performing all aspects of the CFO function for over 75 early-stage companies in sectors including CPG, technology, professional services and e-commerce. Propeller succeeds by combining deep experience in finance/operations with its efficient and scalable accounting teams, all managed using the latest technologies. By combining strategic thinking and financial planning with our experienced accounting teams, Propeller has helped hundreds of businesses to secure financing and to plan for and support exponential growth.