Our Speakers

Bill Rausch – Founder and Managing Director, Bright Point Consulting

Bright Point Consulting was founded in 2010 to help organizations  realize the promise of technology. Specifically, we focus on software-as-a-service solutions for corporate finance and accounting departments in the Fortune 500 and Inc 5000. We have taken hundreds of man years of technology implementation methodologies and merged best practices with what’s available with cloud solutions.

 Bill  has over 20 years of financial systems experience as a professional services leader with a consistent track record of customer success. Prior to founding Bright Point Consulting, Bill has held various management and consulting positions at several enterprise software and professional services organizations, including Host Analytics, Oracle, Hyperion and IBM. Before working for enterprise software and consulting organizations, Bill held positions in financial systems groups for various multi-billion dollar public and private organizations.

Bill is responsible for the strategic direction of Bright Point Consulting. In order to stay current with Host Analytics, Bill continues to participate as a solution architect in our customer’s projects.

Bill received his B.A. in Computer Science and Economics from Rutgers University in New Jersey. He lives in Cary, North Carolina.

Lori B. Spivey, CPA, CFP® | lspivey@financialdirections.com

  • President
  • Over 25 years business experience helping growth and technology businesses
  • 17 years with Big Four accounting firm, 7 years partner
  • 3 years CFO experience
  • MBA (with distinction) Wake Forest University
  • Holds Series 7, 24, 63, and 65 securities licenses with First Allied Securities, Inc.
  • Registered Principal with First Allied Securities, Inc. and Investment Advisor Representative with First Allied Advisory Services, Inc.
  • Board member of Council for Entrepreneurial Development; Former Chair
  • Board member of Association for Corporate Growth
  • North Carolina CPA, #9410

C S “Bud” Kulesza CMA CFM



 Bud Kulesza is a highly accomplished business professional with outstanding multinational, multi industry experience.  His financial expertise combined with business acumen and leadership skills have led to his success as a CFO of ITT Automotive, a multibillion dollar global company and a respected leader of the accounting profession as a former Chair of the Institute of Management Accountants. Bud brings a wealth of knowledge and an entertaining high energy style to all of his endeavors. From the boardroom to the podium from the shop floor to the classroom, his direct approach to addressing issues combining knowledge, experience and humor make an impact that is not soon forgotten.

 Bud is currently the Dean Emeritus of the IMA Leadership Academy. He was named by Accounting Today as one of the top 100 most influential persons in Accounting. He has numerous publications in accounting journals including  Strategic  Finance, CFO.com,  Management Accounting, Cost Management and the Journal of Accountancy and has been interviewed on Money Radio and CNN’s Money Wheel.  He is featured in the book  “Leadership, Helping Others to Succeed”, interviews with America’s top leadership experts.

 A member of Institute of Management Accountants (IMA) and the Financial Executives Institute (FEI), Bud is a CMA and a CFM and earned an associate degree in Accounting from Middlesex County Community College and his bachelor’s degree in Commerce from Rider University.

 For more information, please visit www.BudKulesza.com.



Martin Brossman is a leading authority on social media and online marketing. He is a business coach, consultant and a dynamic trainer known for his insight and humor. A member of the National Speakers Bureau, Martin is a popular speaker on social media topics.  He teaches at North Carolina community college Small Business Centers throughout the state. 

 Martin offers customized coaching and training solutions for individuals and groups integrating social media, social networking and reputation management strategies. An advocate for professional transparency, Martin is a catalyst for achieving powerful business results with integrity. An overview is featured on his website, ProNetworkingOnline.com.   

 His recent books, Linking Into Sales and Social Media for Business, provide guidance and resources for accelerating professional networking and marketing; both are available at Amazon.com. 

 Martin’s clients have included: IBM, SAS, GlaxoSmithKline, EPA, Women's power networking, North Carolina Association of Certified Public Accountants, Professional Photographers Association of NC, Small Business Centers, Chambers of Commerce, Counties and Towns across NC…. to name a few.

 Active Member of ASTD—American Association for Trainers and Developers,  NSA—National Speakers Association

 Recognition: 2007 Ron Hering Mission of Service Award, 2009 Ethel N. Fortner Writer and Community Award from St. Andrews Presbyterian College, RTP volunteer of the year 2001 by the Governor of NC & IBM Mean's Service award, completed,  Fonder of the KI Coaching: Coaching Certification Program, Founding member of UPSA of RTP, Certified & Registered Sales Professional (CRSP), Certified & Registered Sales Professional Trainer (CRSP-T) 

Christine L. Peterson, CPP, ISP 

Ms. Peterson has over 25 years of experience in the industrial security and safety fields. She consistently excels as a team player, security professional, and an administrator at the executive level. Her experience in various facets of the industrial security and safety fields coupled with her experience in administration and customer relations have developed her as a consummate professional and leader.

Certifications and Affiliations 

  • Holder of a DoD Security Clearance at the “Top Secret” level 
  • Certified Protection Professional, ASIS International 
  • Industrial Security Professional (ISP), National Classification Management Society 
  • 2014 ASIS International Chapter 159 Women in Security Board Representative 
  • Former ASIS International Chapter 119 Chairman, Vice Chairman, Treasurer, Scholarships & Awards Chairman 
  • Former Region 14 Assistant Regional Vice President, ASIS International 
  • Former NCMS Carolina’s Chapter Ad Hoc Committee, Secretary, Treasurer 
  • Greater Raleigh Chamber of Commerce Board of Directors Executive Committee, Vice President Membership Services/Small Business Dept. Chair, former Meet the Purchasers Chair, Former Central AM Networks Chair 
  • Triangle Family Services Board of Directors; 2013 & 2014 Gingerbread Benefit Co-Chair 
  • RTP CFO Forum Board of Directors 
  • 2012 Triangle Business Journal Women in Business Award Recipient 

Sandy Costa 

Sandy Costa is an internationally recognized leader, speaker and author

on achieving personal success. Sandy’s experience includes being the

president and COO of an international S&P 500 company. Sandy was

honored to speak at the 2011 Toastmasters International Worldwide

Convention in Las Vegas. He now focuses on the erosion of trust in our

society. Drawn from his own experiences as a global corporate leader,

Sandy has discovered how to transform individuals and organizations

to build trust, in a time when it’s weakening.

Check out more of Sandy’s most popular

presentations on his website: