Leading Financial Reporting Experts

Robert Baird is a seasoned financial executive, strategist, and advisor with over two decades of experience spanning private equity, hedge funds, investment advisory, and technology services. As Chief Financial Officer and Partner at MasonMade Ventures, he leads financial strategy across the firm and its portfolio companies—aligning capital planning with operational execution to drive scalable growth and long-term value creation. Throughout his career, Robert has played a foundational role in building and optimizing financial infrastructure for high-growth organizations. He has launched and led his own consultancy, Baird BGS, advising founder-led companies on pricing strategy, revenue expansion, and financial systems design. In prior roles, he led strategic finance initiatives for a cybersecurity firm, drove operational turnaround for a mutual fund and ETF platform, and helped launch a $100M hedge fund—overseeing everything from investor relations and compliance to cash flow modeling and capital structuring. With a reputation for disciplined execution and forward-looking financial leadership, Robert brings a rare blend of operational insight and institutional rigor to every engagement—positioning MasonMade and its portfolio companies for performance, resilience, and sustainable growth.

For over 30 years, Jim has been a change agent in the nonprofit and public sectors. Just recently, he finished his 7th interim executive position. Jim was the Interim CEO of the Yerba Buena Center for the Arts, a visual and performing arts center in the heart of the cultural and convention district of San Francisco. There, he helped reduce a projected $4M deficit to $600k surplus and built back trust with the staff after a major public relations crisis. Previously, Jim was the Interim CEO of Downtown Streets Team, a nonprofit rated as one of California’s top five evidence-based best practices in transitioning the homeless to self-sufficiency. Over 18 months, he turned an $800,000 deficit into a $500,000 surplus while also paying off a third of their debt. Previously, he served as the interim executive director of five other nonprofits. His additional positions include acting as the Chief Communications Officer for the American Red Cross in Colorado, the interim Chief Operating Officer for More than Me (an international nonprofit for girls in Africa), and the Chief External Relations Officer for the Minnesota Zoo. In addition to his nonprofit work, Jim is passionate about good government. Jim was the VP of Strategy at CivicMakers, a San Francisco government innovation consultancy. There, he co-facilitated a three year strategic roadmap for the City of Hayward and designed process improvements for over 40 internal procedures for the City of Berkeley. As a 2014 Humphrey School Policy Fellow, 2013 White House Innovation Fellow finalist, and winner of the 2012 Minnesota Idea Open, he has been recognized for excellence within the public sector. Jim holds a master’s degree in public policy from Duke University and a bachelor’s degree in political science and communications from the University of Pennsylvania.

I am the General Manager of Uniwide, an international corporate service provider with headquarters in Dubai, United Arab Emirates, and offices in the Seychelles and London. I lead a dedicated team that registers companies in the UAE, Hong Kong, Seychelles, the British Virgin Islands and over 30 other jurisdictions. We offer tailored business solutions, including company formation and comprehensive compliance support for global entrepreneurs. I am committed to streamlining corporate registration so that my clients may focus on expanding their international ventures.

CoFounder of DualEntry, a modern ERP/accounting software venture-backed startup. Prior, CoFounder of Benitago, an ecommerce CPG group that grew to $100M in sales.

Jack Perkins founded CFO Hub to provide strategic finance and accounting services to enterprises of all sizes. CFO Hub serves a diverse array of clients throughout the US and abroad, providing them with CFO, Controller, Accounting, and HR solutions to help them scale. Prior to founding CFO Hub, Jack served as the CFO and Controller of rapidly growing enterprises in California, steering them through multiple institutional financings and revenue growth. These experiences have equipped him with the skills necessary to meet the needs of even the most intricate business models. Jack began his career in public accounting and is a licensed CPA in the State of California.

Managing partner of CPA firm providing CFO and bookkeeping services for law firms.

My name is Nick O’Brien, CEO and founder of Templi, an e-commerce print and merch business that helps creatives, restaurants, and retail brands bring art into life. I’m obsessed with starting with the customer experience and working backwards and improving my abilities to develop and execute our growth strategies. Before starting Templi, I spent two years living in China, where I worked closely with manufacturers and learned the ins and outs of importing to the U.S. That experience gave me a deeper understanding of global supply chains and how to work with factories around the world. I live in Brooklyn with my wife and our two small children.

I am the Chief Financial Officer of Viking Roofing, reputable roofing company known for our commitment to quality and customer satisfaction. With over a decade of experience in financial management, I have played a crucial role in streamlining our operations and enhancing our financial performance. Born and raised in a tight-knit community, I developed a passion for entrepreneurship and finance early on. My keen analytical skills and strategic thinking eventually led me to Viking Roofing, where I have successfully implemented cost-saving measures and improved our financial reporting processes. Outside of my professional life, I am a strong advocate for women in business and actively mentor young professionals in my community. In my free time, I enjoy exploring nature, volunteering, and spending time with my family. Under my leadership, Viking Roofing continues to thrive, reflecting my dedication to both the company and our clients. My core strengths include: Management experience: Leading teams and making data-driven decisions Financial forecasting: Preparing financial forecasts and assessing markets Risk management: Identifying and mitigating potential financial risks Leadership skills: Inspiring and guiding teams to achieve financial goals

I'm the Chief Financial Officer of Soba New Jersey, where I manage key areas of the business, including sourcing, market and site feasibility, financial analysis, deal structuring, negotiations, equity raising, investor relations, licensing, rezoning, and collaborating with architects on new construction and renovations. I’ve led complex real estate transactions in prime markets like New York, New Jersey, and South Carolina, with successful projects such as the Coastal Carolina University student housing development, a 60,000 SF industrial warehouse in Wayne, NJ, and multiple community facility daycare leases in NYC. Additionally, I co-launched Soba New Jersey, a luxury detox center dedicated to providing individualized, holistic inpatient and outpatient behavioral health programs. My career has centered on identifying high-growth opportunities, particularly for businesses in transitional phases like M&As and IPOs, and my leadership has been instrumental in Soba New Jersey’s growth and success.

I help nonprofits simplify their work and bring their big ideas to life—without the overwhelm. Through intuitive systems, thoughtful strategy, and clear communication, I build custom solutions that help mission-driven teams stay organized, aligned, and energized. My approach is people-first and sustainability-focused—because doing good shouldn’t burn you out.

Investor, entrepreneur, and founder of Invested Mom, empowering individuals to achieve financial independence and live unrestricted lives. With expertise spanning corporate leadership, wealth building, and content creation, I help others master investing strategies that transform financial futures. Former Tesla executive where I managed billion-dollar revenue recognition and led teams of over 100 people, I successfully transitioned from corporate leadership to entrepreneurship, retiring at 38 through strategic investing in stocks, real estate, and business ventures. Born in Cape Town, South Africa, my entrepreneurial journey began at age 9 selling fudge to schoolmates. Today, I leverage my diverse experience to guide others, particularly women, in breaking free from traditional employment constraints to control their time, resources, and financial destinies. As the author of the upcoming book "Living Unrestricted," I share practical frameworks for wealth creation that anyone can implement regardless of their starting point. My approach combines personal transformation with actionable financial strategies that have helped countless individuals replace their income through investing and build lasting wealth. Co-founder of Penfriend, an AI-powered content creation tool developed to solve the challenges of content operations and management that I experienced firsthand as a business owner. Passionate about democratizing wealth and financial education, I believe everyone deserves access to the knowledge and tools needed to secure their financial future.