CPEconomy Event

Mike Cosgrove Related Seminars and Products

Mike is President and CEO of Professional Concepts Insurance Agency (PCIA). He has established a reputation as a "hands-on" problem-solver for his clients' insurance programs and assists clients in training their staff in reducing their firm's professional services risks. His services include risk evaluation and insurance placement, contract reviews and negotiations, assistance with mergers and acquisitions and international project pursuits and risk management seminars.

Mike is very active in the professional associations of PCIA's clients serving on numerous committees, both as committee chair and active participation. He frequently contributes editorials on risk management issues and regularly presents at professional development events. Mike donates much of his personal time for the betterment of PCIA's client industries. Mike is also a trustee of the Michigan Architectural Foundation (MAF), Chairs the New Members Committee and serves on the Scholarship Committee for ACEC of Michigan. Mike is a past President of PLAN, the Professional Liability Agents' Network consisting of national and international insurance professionals serving the AEC industry.

Mike began his insurance career with PCIA in 1990 as a summer intern. A graduate of Olivet College, Mike received his B.A. in Business with an insurance concentration. At Olivet College, he studied risk management and insurance techniques, specializing in commercial property and liability coverage.

Lisa Harvey Roach Related Seminars and Products

Lisa Harvey Roach is the founder of Wisdom Consulting, a startup based in Farmington Hills that specializes in Idea Mapping consulting.

Lisa is passionate about helping others take action and make the courageous choices necessary to live authentic and fulfilled lives. Lisa stepped out on faith and made her own courageous choice when she left Corporate America in 2007 to start her own business in consulting and training.

Lisa has taught over 700 seminars in a variety of industries. Her expertise is in Communication Skills and Project Management. Lisa believes in the power of brainstorming to get those thoughts out of your head and onto paper, so you can establish a process that will help you thrive and achieve your goals.

Lisa is a Certified Project Management Professional (PMP) and a Certified Idea/Mind Mapping Instructor. She has a Master’s Degree in Business Management from Aquinas College in Grand Rapids, MI and a Bachelor of Science Degree in Materials Engineering from Rensselaer Polytechnic Institute in Troy, NY.

Lisa was born and raised in New York, New York and currently lives in Farmington Hills, MI with her very supportive husband and business partner, Staffard.

Paul Mattes Related Seminars and Products

Paul Mattes is the Vice President of Sterling Insurance Group. Joining the agency in 1998 and partnering with Joe Haney as Principal, Paul has been dedicated to instrumental growth of the firm. Using his CIC, LIC, CRM, CRA, CBWA and CAWC knowledge paired with over 28 years of experience, Paul works with clients in various industries to prepare solid Risk Management and Employee Benefits programs tailored to meet their needs.

Keith J. Merkel Related Seminars and Products

Keith current serves as a Senior Vice President for Captive Resources, LLC, an independent consulting company dedicated to empowering businesses to control their insurance costs and develop organizational cultures that exemplify the very best safety and loss prevention practices.

Lisa M. Zelinski, CPA Related Seminars and Products

Lisa M. Zelinski is Certified Public Accountant (CPA). She is experienced in a wide range of litigation consulting services.

The types of matters that Lisa has worked on include personal injury claims, professional malpractice, financial reporting fraud, automotive industry OEM and supplier claims, business interruption claims, post-acquisition disputes, SEC and government investigations, patent and trademark infringement, misappropriation of trade secrets, broker raiding claims, and creditor-side bankruptcy services. In connection with these services, she performs fact finding and discovery assistance, lost profit calculations, reasonable royalty rate calculations, business valuations, lost earnings and wages computations, and other financial analyses. Lisa has also assisted in drafting reports, deposition and cross exam outlines, and trial demonstratives for State, Federal, and International Arbitration matters.

Lisa's experience encompasses a variety of industries including automotive, financial institutions, healthcare, insurance, professional practices, retail, construction, manufacturing, software, real estate, and electronics.

Lisa worked for Crawford & Winiarski as an intern during the summer of 2007. She joined the group full-time in 2008.

Lisa has been a guest speaker on topics involving fraud and forensic accounting. She has also volunteered as an expert witness in the Institute for Continuing Legal Education's Deposition Skills Workshop.

Lisa is a graduate of Central Michigan University where she earned a Bachelor of Science in Business Administration degree with majors in accounting and personal financial planning (summa cum laude). She is a member of Michigan Association of Certified Public Accountants (MICPA), the American Institute of Certified Public Accountants (AICPA), the Association of Certified Fraud Examiners (ACFE), and the National Association of Forensic Economists (NAFE).

Christine Hoppe Related Seminars and Products

Christine Hoppe is a Certified Public Accountant (CPA), a Certified Valuation Analyst (CVA), Accredited in Business Valuations (ABV), and Certified in Financial Forensics (CFF). She has expertise in tax, accounting, litigation support, business valuation, complex data analysis, financial modeling and has developed various financial modeling tools.

Christine has been involved in a wide range of litigation consulting services. Christine has expertise in the quantification of economic damages in matters ranging from patent and trademark infringement, misappropriation of trade secrets, false advertising, contract claims, broker raiding claims, shareholder disputes, business interruption claims, professional malpractice, family law, and personal injury claims. In connection with these services, she regularly performs fact finding and discovery assistance, lost profit calculations, reasonable royalty rate calculations, business valuations, lost earnings and wages computations, and other financial analyses.

Christine’s business valuation experience includes valuations for business disputes, estate, gift, shareholder agreements, mergers and acquisitions, divorce, and prenuptial agreement purposes. The valuations have encompassed non-marketable, controlling and minority interests in corporations, partnerships, and limited liability companies.

Christine has been in public accounting since 1995 and her accounting experience includes supervising, reviewing and preparing audits, reviews, compilations, estate, gift, corporate, consolidated, individual, and multi-state income tax returns. She has also prepared and developed financial reports, budgets, forecasts, projections, and business plans.

Christine has been a speaker at professional conferences and continuing education programs on topics including intellectual property damages, business valuations, and estate and gift tax planning. She has been on the Michigan Association of CPAs (MICPA) planning committees for the Litigation and Business Valuation Annual Conference since 2002, the Divorce Issues Conference, the Litigation Mock Trial, and the Fraud Issues Conference since 2008. She has also volunteered as an expert witness in the Institute for Continuing Legal Education’s Deposition Skills Workshop.

Christine holds a Bachelor of Business Administration with a concentration in accounting from the University of Michigan – Dearborn (with distinction) and a Master of Science in Taxation from Walsh College (cum laude). She also received her designation as a Certified Valuation Analyst from the National Association of Certified Valuation Analysts and her designations as Accredited in Business Valuations and Certified in Financial Forensics from the American Institute of Certified Public Accountants.

Christine is a member of the MICPA, American Institute of Certified Public Accountants, National Association of Certified Valuation Analysts, Inforum f/k/a the Women’s Economic Club, the MACPA Litigation & Business Valuation Task Force, the MACPA Fraud Task Force, and the Association of Certified Fraud Examiners. She was also the former Secretary and Treasurer for the University of Michigan – Dearborn’s School of Management Alumni Board of Governors.

Raymond T. Rowe, CPA, JD Related Seminars and Products

Raymond T. Rowe is both a registered Certified Public Accountant and an Attorney and practices law in Troy, Michigan. His practice concentrates on tax planning, tax audits, tax collections, estate planning and business matters. He graduated from Wayne State University in 1968, with a Bachelor of Science in Accounting and in 1970, with a Juris Doctorate, Magna Cum Laude from Wayne State University Law School.

He is a member of the following organizations: American Bar Association, State Bar of Michigan, American Institute of Certified Public Accountants, Michigan Association of Certified Public Accountants.

He has been an instructor on various tax, accounting and ethics matters with: 2005 National Association of Black Accountants Convention in Detroit, MI; NABA Division of Firms Annual Conferences, Oakland University; Michigan Association of Certified Public Accountants; Various State and Chapter meetings of the Independent Accountants Association of Michigan; and National Business Institute.

Mr. Rowe has held an AV rating, which is the highest rating by Martindale-Hubbell Law Directory from 1987 through 2012.