Our Mastermind Group
"Dedicated to the relentless pursuit of innovation within the financial services and non-profit communities"
Kyle C. Gregory, ChCCA — President of Give Back Nation, a non-profit organization
Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Institute.
Jeff Bae, JD, CVA — Managing Director of Valuation Services
Jeff provides valuation consulting services for business owners, attorneys, accountants, and other professional services providers, for gift and estate tax reporting, income tax reporting, reorganizations, buy/sell agreements, marital dissolution, litigation support, IRC §409A (deferred compensation), financial reporting (i.e., ASC 805/350 and SFAS 123R), ESOPs, and financing purposes.
Jeff began his career at PricewaterhouseCoopers in their National Tax Office. As an international tax associate, he advised multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop optimal tax strategies. Jeff’s main expertise is in the valuation of ownership interests in operating businesses and closely-held, private entities that own real properties, marketable securities, and other income-producing assets. He is an active member of national and local professional organizations and frequently travels to Florida to manage VSI’s Miami office. Jeff has been involved in over 6,000 valuation engagements.
Andrew Lane MBA, BSME — Managing Partner of Tri-Merit
Since co-founding Tri-Merit in 2007, he has been responsible for managing the execution of hundreds of R&D tax credit studies across a broad range of industries, as well as overseeing the rest of the firm’s specialty tax services. His experience includes defending R&D tax credit audits at both the federal and state levels, and he regularly presents to CPAs on IRS requirements related to the R&D tax credit, 179D deductions and cost segregation. Prior to founding Tri-Merit, Andy spent over 13 years directly involved in various engineering and manufacturing roles within a broad range of companies and industries including General Motors, Ford, Chrysler, Delphi, Intel and more. He holds a Master of Business Administration in Finance from DePaul University and a Bachelor of Science in Mechanical Engineering from General Motors Institute (now Kettering University).
Joe Ujobai — Chief Executive Officer at Alternative Investment Exchange (AIX)
As CEO of AIX, Joe’s role is to help clients envision and achieve exponential business growth enabled by technology implementation. As a seasoned change-agent, Joe has made a career of leading successful market entry strategies, business development and product innovation in the financial technology sector. Prior to heading up AIX, Joe spent over 27 years with SEI; with his last assignments as EVP, head of Private Bank and CEO of SEI Investments (Europe) Ltd. Outside of AIX, Joe's passion for art, culture and education culminate in his involvement with the Smithsonian National Portrait Gallery, where he serves as chairman and at Drexel University where he is a member of the board of trustees.
Jeff Ahola — CEO of Ahola HR Solutions and Payroll
Jeff holds the primary responsibility for charting the strategic direction of the company his parents founded over 50 years ago, while fulfilling its mission to help other family businesses succeed. Under Jeff’s leadership, the company has secured its marketplace position as a top provider of family-focused payroll and human capital management systems. Jeff has a keen interest in family enterprises, a passion going back in the early 1980s when he attended family business study groups, led by the late Dr. Léon A. Danco, considered the founder of this field. Jeff himself led retreats for the former National Center for Family Business. More recently, he participated in the award-winning, internationally accredited executive MBA program for Families in Business at Kennesaw State University. He has also earned the Family Business Advisor Certification from the Galliard Family Business Advisor Institute. In addition Jeff has collaborated with CRAIN’S Cleveland Business to create a Family Business Forum, webinar series, and a newsletter called Family Company. He holds professional affiliations with the Family Firm Institute, Family Enterprise USA, and Attorneys for Family-Held Enterprises. Jeff holds a bachelor’s in Marketing and Computer Information Systems from The Ohio State University and an MBA in Finance from Pepperdine University.