Dr. Tefera T. Beyene, PhD, MBA, CPA, CBA, ChE, CWM,CFOS
Dr. Beyene has more than 25 years of experience in the areas of management, accounting, nance, and taxation. He has Corporate, Government, and Oversees experience. Most of his tax accounting; tax treatment and structure of sophisticated financial instruments experience gained from his tenure with the State of Illinois Department of Revenue and with the IRS Financial Products Specialists division.
Dr. Beyene is an adjunct Professor for many universities and teaches accounting, nance, and economics courses. Dr. Beyene is Chief International Resource Trainer, Examiner, and Nominator for Africa & North America for American Academy of Financial Management (AAFM), providing training in all areas of nance, accounting, and economics. Dr. Beyene earned his PhD in Applied Management & Decision Sciences concentration in Accounting from Walden University.
He also holds a Master of Business Administration degree with double concentration in Accounting & Finance from Dominican University. He is a licensed Certied Public Accountant in the state of Illinois. Dr. Beyene is a member of the American Academy of Financial Management (AAFM) and holds the Certied Chartered Economist and Chartered Wealth Management certications.
He is also a member of the American Institute of Certied Public Accountants (AICPA); American Accounting Association (AAA); and the National Association of Credit Management (NACM) and holds the Credit Business Associate certification.
Howard A. Lewis, M.S., CBA, CVA, ABAR, CBA
Howard is the Executive Director of the International Society of Business Analysts and President of RiskGuidance Co., LLC.
Howard served as the National Program Manager for the Engineering and Valuation Programs at the Internal Revenue Service from 2000-2008, having worked for the IRS for over thirty-two years, serving as a valuation engineer, and rst-level, mid-level, and top-level manager, both in the engineering and valuation programs, as well as the corporate examination programs.
As President of RiskGuidance, Howard specializes in valuation review and IRS intervention. Howard was a co-author of the book, How to Value Your Business and Increase it's Potential. He is the former Executive Director of the Institute of Business Appraisers. Mr. Lewis has received his degrees in engineering from New York University.
Joel M. DiCicco, PhD, CPA, CBA
Dr. DiCicco is a CPA with over 30 years of practitioner experience in nance, taxation and accounting. Joel is a partner and co-founder of the Florida Institute of Finance (FIF), LLC. The FIF is a nancial technology, data analytics, and training organization located in West Palm Beach, Florida. Joel is also currently a full-time faculty member at Florida Atlantic University’s College of Business where he teaches mainly for the graduate executive MBA programs.
Over the 10 plus years at FAU, he has taught a myriad of courses in accounting, nance and taxation. He has also been lecturing in the College of Public Administration where he teaches various graduate classes in program review, statistics, and financial management. Joel has been involved in advising and teaching for FAU’s Financial Analyst Program and has developed a new graduate course in Financial Statement Analysis and Valuation for the Master of Science in Finance program.
Previously, Dr. DiCicco was a territory manager for the Internal Revenue Service’s Global High Wealth and Financial Products programs. In such capacity, Joel managed numerous large case business teams nationwide on the most complex and sophisticated tax structuring and valuation transactions. He was also a lead instructor for many nancial products and international training programs due to his specialization in the areas of security, debt, and derivative valuations. Prior to his senior management positions, Joel conducted numerous valuation engagements at banks, hedge funds, and other financial institutions.
Dr. DiCicco was also involved in the development of many training guides and toolkits spanning numerous and emerging issues in conjunction with the IRS National Oce legal division. Joel earned his PhD in Public Administration at FAU with special emphasis on tax policy and structured nancial products. He also holds an MBA in Finance from Manhattan College and an MS in Taxation from Florida International University. He is a licensed CPA in the state of Florida and has received the Personal Financial Specialist, Chartered Global Management Accountant, and Certied in Financial Forensics certications from the American Institute of Certied Public Accountants.
He has also received the Business Certied Appraiser designation from the Institute of Business Appraisers.
Lastly, he is adjunct faculty at the Thomas Jeerson School of Law Graduate LLM Program.
Renee’ M. Caputi
Renee’ M. Caputi holds an LLM in International Taxation & Wealth Management from Thomas Jeerson School of Law (Magna Cum Laude), a JD from SUNY Bualo School of Law, an MBA from Queens University, a BS in Business Finance from SUNY College at Fredonia, and has also earned the professional credentials of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Certied Financial Planner™ (CFP®), Chartered Wealth Manager (CWM), Chartered Trust and Estate Planner (CTEP), Certied Anti Money Laundering Consultant (CAMC) (earned with distinction), and Chartered Asset Protection Advisor (CAPA).
Renee’ has extensive experience designing and implementing corporate benet, retirement and succession plans, and creating personalized estate plans for both domestic and International High Net Worth clients. She also has substantial expertise in mortgage underwriting and origination processes as well as purchasing and packaging mortgages for resale on the secondary market. Renee’ is a NY Bar admitted attorney, holds FINRA series 7, 63,& 65 securities licenses, and a New York State Life and Health Insurance license.
She believes that by providing educational opportunities for professionals and executives she can help them prepare for the demands of doing business with the more globally mobile population of High Net Worth clients with diverse needs. Renee’s experiences exemplify this commitment to providing education and information, to include over 15 years of experience teaching Financial Planning, Investment Management, Accounting, Economics, Retirement Planning, Tax Planning, Risk Management, Estate Planning, Employee Benets, and Business Management at the college level and to peer professionals; including attorneys, accountants, and nancial planners. Renee’ has extensive experience designing and refining financial
course materials as well as writing and editing nancial newsletter articles and is an approved CE Instructor in several states.
Rainford M. Knight, Ph.D.
Dr. Knight has over 20 years practical experience in nancial and Investment analysis. His experience covers mergers and acquisitions, venture capital valuation, strategic planning, budgeting and forecasting. Dr. Knight is currently a mentor to the Enterprise Development Corp. (EDC) – an organization that provides strategic business development assistance to science and technology-based companies in South Florida. His entrepreneurial activities range from co-founding/acquiring or being a partner in rms from diverse industries including software development, real estate distressed debt, hospitality and educational training.
In the investment management industry, Dr. Knight has been a consultant/Chief Investment Ocer (CIO) for a hedge fund as well as an educator in the areas of asset allocation and portfolio risk management. In the role of CIO, Dr. Knight developed risk metrics and risk model for various hedge fund strategies in order to assess hedge fund manager performance and determine the allocation of capital on a risk-weighted basis to various strategies.
This process required the assessment of market risk, strategy risk and operational risk. Additionally, Dr. Knight is a general partner and portfolio manager of Virtus Capital management, LLC a fund of funds hedge fund. His duties incorporate strategy risk and portfolio risk assessment including the development of the risk management process.
Academically, Dr. Knight started his career as an Assistant Professor of Finance at Fairleigh Dickinson University in Madison, New Jersey. His academic dissertation was in the eld of IPO’s. Currently, he is an adjunct professor of finance at Florida Atlantic University, where he teaches at the Executive MBA and MBA levels in the areas of investment analysis and corporate nance. Dr. Knight is also adjunct faculty at the University of Miami, of where he teaches Investment management and portfolio construction at the graduate and undergraduate levels.
Traditionally, Dr. Knight also teaches the xed income course for the CFA exam. Dr. Knight has been elected into Who’s Who in Finance and Industry; he is a member of the Financial Management Association International and a member of the Society of Quantitative Analysts. Dr. Knight holds a Ph.D. in Finance from Florida Atlantic University with a doctoral thesis in the area of initial public oerings (IPOs).
Ravi S. Behara, PhD
Dr. Behara has over 25 years of experience is service operations and analytics. Ravi is a partner at the Florida Institute of Finance (FIF), LLC. The FIF is a financial technology and training organization located in West Palm Beach, Florida. Ravi is also currently a full-time faculty member at Florida Atlantic University’s College of Business where his current research interests include service analytics, operational risk, and healthcare operations. He teaches operations and project management mostly in graduate and executive programs.
Ravi has published a variety of articles on service operations in academic and professional journals and books. He has also taught at Universities in the United Kingdom, California, Texas and Virginia (metro D.C.).
In addition to his academic activities, Dr. Behara has also been an independent consultant. In this role, Ravi developed a new service development methodology for a large US nancial services organization which involved developing and implementing process innovations. He also completed the evaluation, redesign and implementation of corporate procurement policies and procedures for a US large manufacturing rm that addressed a variety of issues in risk, procurement, production, accounting, internal audit, legal, and ethics at the company. Other assignments addressed customer service and retention issues in services.
Prior to his academic and consulting career, Ravi worked as an electrical engineer in the construction of large-scale multi-national power and desalination plants in India and Saudi Arabia. He was involved in all phases of the projects from construction, testing and trial operations, and operations through the warranty period. His responsibilities included the construction, maintenance and modication of low voltage, telecommunications, and lighting systems. In addition, he managed system inspections working closely with both the consulting engineers and clients.
Ravi earned his PhD in Service Operations from the Manchester Metropolitan University, UK, with a focus in computer simulation. He also holds a BS in Electrical Engineering from the Indian Institute of Science (founded 1909) and a BS in Science from Bangalore University, India.