Speakers

Michelle has more than 25 years of finance, accounting, administration and investment experience, in publicly traded, privately held and not for profit corporations, startups and billion-dollar enterprises, regional investment funds, investment advisory service firms and highly performing national funds. Michelle has served as a C-level consultant to early-stage start-up companies since 2013 providing strategic financial services as their contract Chief Financial Officer, advising on a number of complex financial transactions, and to an investment advisory firm as Venture Partner, supporting the investment process for Series B, C and later stage syndicated venture transactions, including due diligence, financial modeling, investment document preparation and portfolio reporting.

She launched Book+Street in early 2018 to address a big gap in the startup ecosystem in the Midwest, providing on-demand CFO and controllership services to a growing number of tech and service companies throughout Ohio.

Throughout her career, Michelle has designed, implemented and administered multiple equity-based compensation programs, including ISO qualified and non-qualified stock option programs, stock appreciation rights, restricted stock, and phantom stock plans. In 2003, she received the designation Certified Equity Professional (CEP), a recognized certification in the subject of equity-based compensation, from Santa Clara University.

Michelle is a Certified Public Accountant in addition to her Certified Equity Professional designation, earned a BS in Business Administration with an emphasis in Service Sector Management from California State University, San Marcos, and an MBA from The Ohio State University.

Charles is an integral part of the Book+Street team. He supports clients with numerous projects including cash flow forecasts, cap tables, financial models, systems integrations, commission trackers and deal pipelines. His job to two-fold as he also supports the internal team with operational systems and KPI reporting. In his role, Charles has also taken on the responsibility of mentoring and managing our analysts and interns. He finds immense satisfaction in bridging the gap between classroom learning and real-world applications.

Prior to joining Book+Street, he was a Financial Planning and Analysis Intern at Libbey Glass where he was responsible for reporting on financial actuals each month, identifying low-margin SKUs in order to make the projection process more efficient and streamlined, and maintaining and rolling over projections month-to-month.

At OSU, Charles was a part of the Undergraduate Finance Association, where he gained a lot of useful and practical knowledge on the world of finance, and the chance to network and talk with other students and professionals. He developed a love of business in high school, planting the seed for his eventual major in Finance.

Charles earned a BS in Finance from the Ohio State University.