Business & Industry Professionals Interest Group Meeting & Technical Session (E2110188)

Brian K. Fern, CPA, has over thirty years of experience in the financial services industry. Brian is a fractional CFO working with PE firms, privately-owned firms in several industries, and helps companies identify expense-savings opportunities. He turns CFO into profit centers. Prior to that, he spent 10 years as CFO at an RIA with $5 billion assets under management, where he gained expertise working with hedge funds, private equity funds, institutional managed accounts, and High Net Worth clientele. Brian also worked at CIBC World Markets in various roles including Senior Product Controller for the Real Estate, Credit Capital Markets, and Investment Banking departments. Earlier, he spent six years at The First Boston Corporation in various capacities including Internal Audit, Chief of Staff for Public Finance and Mortgage Finance, and expense czar for Investment Banking.

Brian started his career at Deloitte (Touche Ross & Co) where he earned his CPA certification. He graduated from Boston University with a BSBA from the Questrom Business School. Brian is also the past Treasurer and current Vice President of his Temple in New Jersey where he resides with his wife and children.

Caren C. Jesseman, CPA, MBA, is the owner and president of CFO Solution, LLC which provides outsourced interim, fractional and project-based CFO services to small and midsized organizations. She has assisted many clients with applications, compliance and reporting for Covid relief funds, including PPP Loans. She can be reached at cjesseman@cfosolutionllc.com, 609-577-7011.