The CFO Alliance Blog

May Member Spotlight

Tonya Zweier kicked off our Q2 Roundtable Series on “Technology and the CFO: Is the Future of Finance New Technology or New People” as our featured guest.  Tonya is the Chief Financial Officer at McBee Associates, a leader in providing managerial and financial consulting services in the health care industry. She has over 25 years of experience developing and implementing financial solutions for a wide range of challenges for businesses in rapid growth, and has held a number of Chief Financial Officer roles at a variety of different companies in the technology and software development spaces.

Tonya brought a unique angle to the conversation, as she just recently joined the McBee team in January. She leads the finance team to enhance their strategic direction and focuses on budgeting, forecasting, productivity tracking and many other areas to predict revenue and profit streams. She works with senior leadership to advance analytics and decision-making tools for continued growth. Tonya discussed the challenges in learning to adopt new technology systems, enhance processes and ensure smooth data flow when you start a new role. She highlighted the importance of having the right team in place and mentioned that the main trait she looks for in hiring finance talent is curiosity. While McBee has implemented a number of sophisticated technologies, Tonya did not hesitate to say that Excel is the most important tool she uses to run her business on a daily basis.

We are pleased to introduce new CFO Members who joined The CFO Alliance in the month of May! Welcome to our exclusive community of finance leaders. We encourage new Members, and all Members, to take advantage of the many resources available through The CFO Alliance. Fellow CFO Alliance Members are a terrific resource for help with everyday professional challenges and opportunities. The Members tab is a great way to connect with fellow CFO Alliance Members and you can filter them by issue, industry and location to identify personalized connection recommendations.

  • Darren Olivier, CFO at Boretti, Inc. in Southern California
  • Weihong Liu, Senior Director of Finance at Sitetracker, Inc. in Northern California
  • Stephen Ludwig, CFO at the I-Grace Company in New York City
  • David Remick, CFO at Woodard & Curran, Inc. in Boston
  • Velma Hart, CFO at National Marine Sanctuary Foundation in Washington, D.C.
  • Matt Kurke, CFO at Tempest Interactive Media in Philadelphia
  • Ed Walsh, Controller at E.B. Walsh & Associates, Inc. in Philadelphia
  • Steve Nelson, CFO at Panorama Orthopedics & Spine Center in Denver
  • Steve Kennard, Director of Finance at Seer Interactive in Philadelphia
  • Linda Montgomery, CFO at Speedeon Data in Washington, D.C.
  • Bryan Lapidus, Director of FP&A at Association for Finance Professionals (AFP) in Washington, D.C.
  • Robert Sack, Controller at Susquehanna International Group (SIG) in Philadelphia

In my role as Community Engagement & Member Experience Manager, I spend the majority of my time making connections that count for CFO Alliance Members. If you are facing a particular challenge, would like a recommendation or second opinion on software or services, or are simply looking to network with like-minded peers, I can make introductions for you to finance leaders based on issue, industry and location. Call me at (215) 433-1800 or email me at

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