Meet Our Global Team

Meet our Faculty, Advisors, and the Operations Team

Faculty

CFI stands out from the competition because our faculty are both professional educators and industry practitioners. CFI courses are designed to make the complex simple; to distill large amounts of complex information into an easy to follow format.

All CFI instructors are also industry professionals with significant transaction experience across mergers, acquisitions, capital raising, risk management and other areas of corporate finance. They have an average of over 20 years experience in education and/or industry.

Over the course of their careers and under the MDA Training banner, CFI’s faculty have delivered training at the following banks and institutions worldwide:

 

 Training Experience 
Allied Irish BankATB FinancialBank of America
BMOCIBCING
BlackRockBNP ParibasCiti Group
Credit SuisseDeutsche BankGlenview Capital
HSBCHuntsman ChemicalsInvesco Perpetual
JP MorganMerrill LynchM&G Investments
MUFG SecuritiesRoyal Bank of ScotlandSalesforce.com
Société GeneraleStandard Life AberdeenTD Bank

 

Instructor (Canada)

Tim Vipond, MBA

Instructor (Canada)

Tim has over 12 years of experience in capital markets across a wide range of transactions including mergers, acquisitions, divestitures, and capital raising totaling more than $3 billion.

Expertise:
  • Financial modelling
  • Mergers & acquisitions
  • Capital raising
  • Financial planning & analysis (FP&A)
  • Valuation
Credentials:
  • Dartmouth College (BA)
  • Sauder School of Business (MBA)
Instructor, Director (Canada)

Scott Powell

Instructor, Director (Canada)

Scott has over 15 years experience designing and delivering Wall Street training programs for bulge bracket investment banks.

Expertise:
  • Financial Modelling
  • Business Valuations
  • Commercial banking
  • Investment banking
  • Capital markets
  • Asset management
Credentials:
  • Chartered Accountant
  • Trent University (BA, Economics)
  • Cambridge University (MA, Economics)
  • Advisor, National Investment Banking Competition (NIBC)
Instructor, Director (United States)

Lisa Dorian, CPA

Instructor, Director (United States)

Lisa has over 15 years experience designing and delivering courses in financial accounting, risk and controls, capital investment, budgeting and management.

Expertise:
  • Financial Accounting
  • Financial Analysis
  • Risk Management
  • Internal Controls
  • Budgeting & Forecasting
Credentials:
  • Chartered Accountant
  • University of Manitoba (BA)
  • U.S. Certified Public Accountant (CPA) designation
  • Certified Internal Auditor
  • Certified Risk Management Assurance professional
  • Accredited by the Institute of Internal Auditors
Instructor (United Kingdom)

Justin Sanders

Instructor (United Kingdom)

Justin has 20 over years’ experience working with the financial services sector designing and delivering innovative training solutions. He is renowned for designing and delivering programs that present complex ideas in a clear, everyday language that delegates can really understand and appreciate.

Expertise:
  • Fund management
  • Derivatives
  • Fixed Income
  • Simulation design
  • Global markets
Credentials:
  • Bachelor’s Degree in Mathematics
  • Chartered Accountant
  • Qualified Teacher
Instructor (Hong Kong)

Ryan Spendelow

Instructor (Hong Kong)

Ryan has over 10 years experience designing and delivering courses in corporate finance, math, and financial modeling.

Having come from an education background before spending time within various financial institutions around the globe, Ryan is expertly placed to understand client needs, both in a L&D and commercial context, and design engaging and effective training solutions to meet their specific objectives.

Expertise:
  • Fund management
  • Capital and Derivative markets
  • Insurance
  • Global markets
  • Asset management and insurance
Credentials:
  • Undergraduate Degree in Statistics
  • Masters in Finance
  • Qualified teacher

Meet CFI instructors over video…

 

CFI Advisors

CFI advisors are accomplished professionals whose breadth of knowledge and industry experience provide distinctive insight into the quality of our training. These advisors help shape the CFI curriculum, body of knowledge, and overall program for the Financial Modeling and Valuation Analyst (FMVA)™ certification.

Advisor (United States)

Joseph Abadi

Advisor (United States)

Joe has 5+ years CFO Experience, 7+ years International C-Level Management Experience in the US and Latin America, 10 years of Real Estate Private Equity & Public Market Experience, and 10 years Investment Banking, including Bear Stearns, JP Morgan, and Goldman Sachs.

Expertise:
  • Capital Raises
  • International Management
  • Real Estate Private Equity and Public Market
  • Tech Start-up
  • M&A Analysis
  • Investment Banking
Credentials:
  • The Wharton School (MBA)
  • Stern School of Business, NYU (BSc)
Advisor (Canada)

Derek Senft

Advisor (Canada)

Derek has over fifteen years of combined experience in investment banking and private equity, and today he leads the acquisitions team of Tricor Pacific Founders Capital as Managing Director. Derek is an owner and active Board member of Presteve Foods, Armand Agra, Ganache Brands, Freshstone Brands, Overland Container Transportation Services and Frontline Real Estate Services. Prior to his role with Tricor Founders, Derek worked at Pender West Capital Partners Inc., Tricor Pacific Capital Inc. (Fund IV) and CIBC World Markets.

 

Expertise:
  • Investment Banking
  • Private Equity
  • Portfolio Management
  • Capital Investment

 

Credentials:
  • London Business School (MBA)
  • Dartmouth College (BA)
Advisor (United Kingdom)

Alastair Day

Advisor (United Kingdom)

Alastair is the author of Financial Times & Pearson textbooks on financial modeling, risk modeling, financial mathematics, cash flow, and valuation modeling and a number of books on lease evaluation and credit.
He is author of Mastering Financial Modelling, Mastering Risk Modelling, Mastering Financial Mathematics in Excel and Mastering Cash Flow and Valuation Modelling.

Expertise:
  • Financial, Debt and Project Modelling
  • Lease Modelling
  • Risk Analysis and Evaluation
  • Finance Training and Education
Credentials
  • Open University Business School (MBA)
  • Oxford Brookes University (BA)
  • Author, Mastering Financial Modelling in Microsoft Excel 3rd Edition

Operations Team

CEO

Tim Vipond

CEO

Focused. Driven. Passionate

Tim is an internet entrepreneur, financial analyst, ex-investment banker, and the CEO of the Corporate Finance Institute®. Since 2005, Tim has been an active participant in capital markets across a wide range of industries and transactions including mergers, acquisitions, divestitures, and capital raising totaling more than $3 billion in value. Despite living in the rainy Vancouver, Tim’s dream oasis is on a sunny, tropical beach.

Manager of Digital Strategy

Viktoriya Maya

Manager of Digital Strategy

Ambitious. Entrepreneurial. Friendly.

With a multifaceted background in academics and marketing, Viktoriya is our Manager of Digital Strategy. She is passionate about planning creative marketing strategies behind our email campaigns, social media, and website content, and offering top-notch customer support! Contrary to popular belief, she is not a bot but, in fact, a real human behind the pop-up chat box on our site!

Financial Analyst

Katie Au Yeung

Financial Analyst

Detail-oriented. Adaptable. Enthusiastic.

Katie focuses on financial modeling and internal financial planning & analysis (FP&A) at CFI. She has a Bachelor of Business Administration in Finance and is fond of working with numbers!  When she’s not working her magic in Excel, she enjoys listening to R&B music and tunes by Bruno Mars!

Customer Support Coordinator

Isinsu Kutlu

Customer Support Coordinator

Ambitious. Determined. Cheerful.

Su is our customer service coordinator and primary point of contact for all customer inquiries at CFI. She ensures that we provide exceptional support and a positive experience for all of our students. In addition to her passion for numbers and finance, she loves music and has been playing the piano since the tender age of 3!

Web Developer

Gwyn Pritchett

Web Developer

Precise. Fast. Analytical

Gwyn is responsible for CFI’s website, from the user interface to backend development. When he’s not behind the screen working with code, he enjoys globetrotting and learning about foreign cultures.
Lead Designer

Bettsina Walkinson

Lead Designer

Visual Thinker. Storyteller. Creative

Bettsina brings our brand to life through engaging interfaces and fresh illustrations. She completed her Master of Digital Media from The Centre for Digital Media (UBC, SFU, BCIT, Emily Carr Institute of Art + Design), and a Bachelor of Visual & Media Arts from CEDIM in Mexico. In addition to receiving the Gerri Sinclair Award for Innovation in Digital Media and a Design & Innovation Award, she has surprised us with her unusual talent to write with both hands at the same time!

Voice-over Artist

Tom McClean

Voice-over Artist

Engaging. Dynamic. Dedicated.

Tom is the voice behind the learning and works his magic to bring our video lectures to life! Tom’s a professional actor with over 10 years of performance experience in theatre, film, radio, and television. Aside from his talented vocal skills and perfectly mastered voice-overs, we admire his impressive beard!

Content Manager

Celso Trinidad Jr.

Content Manager

Goal-oriented. Persistent. Generous.

Celso is our very own grammar police who makes sure that our articles are flawless and all content is always in order. He’s easy to work with, the same way that he’s easy to please – just give him anything with peanut butter. When he’s not busy adding missing commas, you can find him in his secret lair binge-ing on TV medical dramas or challenging opponents in FIFA online.

Financial Analyst - Intern

Susie Chen

Financial Analyst - Intern

Ambitious. Motivated. Detail-oriented.

Susie is an intern at CFI and a fourth year Bachelor of Commerce student at UBC’s Sauder School of Business specializing in Finance and Accounting. She’s a  “jill-of-trades” and is involved in the creation of marketing, web, and course content that adds value to the financial analyst training. Fun fact: she used to think that the idea of six degrees of separation sounded absurd until she discovered her high school teacher’s cousin is married to Barack Obama’s sister.

Research Analyst - Intern

Colis Cheng

Research Analyst - Intern

Honest. Direct. Conscientious.

Colis is a third-year BCom student at the University of British Columbia, currently completing his internship at CFI. He helps our team with writing articles, auditing courses, and everything in-between! In his free time, he indulges in competitive track and field and enjoys the simple things in life, like eating and sleeping.