I think one of the benefits of being a small firm is you see how everything goes, start to finish, not just your piece of it. So you see how the decisions in one area affect all areas. I came on board permanently in 1998 after getting to know the firm as an external accounting consultant. Since then, I have had essentially two main roles, heading up all financial operations of the firm as well as a strong participation in compliance.

On the business and financial side, my mandate is managing growth and planning for the future. I'm the information framer to Bob and Marina so we can make good business decisions from the standpoint of financial numbers as well as best practices. I also am constantly looking ahead, seeing the opportunities as well as the pitfalls and making sure we choose the right fork in the road. On a day-to-day basis, I work with outside auditors and counsel, conduct contract reviews, keep track of special provisional needs for our clients, and manage the financial needs of the firm.

What I bring to the compliance team is, first and foremost, an auditor's perspective in the design and implementation of controls. As a firm we believe compliance starts with the individual attitudes of our people. The base, the structure, is everyone's strong sense of wanting to do what's right and fulfilling their fiduciary responsibility. The strengths of GlobeFlex come down to highly skilled and focused individuals.