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Keith Bergman, MBA – Managing Director

Keith Bergman has over 30 years’ experience working with top-tier financial institutions, asset and fund managers, and multinational corporations. He is considered an expert in financial and derivative accounting as well as FAS 133 and IFRS.

His experience covers business consulting, product & project management, software development, and business development. He has worked for Pendo Systems, where he was Vice President of Product Management, and Wall Street Systems, where he held several Product & Solutions Management positions.

During his tenure at Wall Street Systems Mr. Bergman successfully designed and implemented their hedge accounting solution, pioneered the start-up of a Software-as-a-Service business, TreasuryHedge.com®, and headed up the Corporate Treasury business.

For The Ledgewood Advisory Group he has assisted clients with Cash Forecasting, Foreign Currency Exposure Management, Hedge Accounting and Treasury Management needs.

Mr. Bergman has spoken internationally on FAS 133 / IAS 39 and domestically on Hedge Fund and Derivative Operations.

He holds a Bachelor’s degree in Accounting and an MBA in Finance.

Without Keith’s dedication, expertise and knowledge of the WSS systems and account­ing we would not be ready for our implementation today… Your abilities to work across the business teams and technology teams was key to our success and some­thing I have personally been impressed with.

Managing Director, BNY Mellon

David L. O’Brien, CTP MBA

David O’Brien is a Treasury consultant with expertise in global cash management, cash forecasting, treasury technology, investments, debt, foreign exchange and working capital management. To date he has had engagements with multinational corporations in 8 countries.

Prior to establishing his consulting practice, David was Assistant Treasurer at EDS Corp, a $22 billion IT Company with operations in 73 countries. While at EDS his team was responsible for global cash management, foreign exchange and working capital. Before EDS, David had similar responsibilities as Director of Treasury at Fidelity Investments and Assistant Treasurer at Holiday Inns.

He is a frequent speaker at events sponsored by Regional and Country Treasury Associations, AFP, Association of Corporate Treasurers and EURO Finance. David is a past Chairman of the AFP and has served on several of the associations’ committees.

David holds a BA from University of Richmond, an MBA from Virginia Commonwealth University and the CTP certification from the AFP.