Our team has extensive experience in both corporate finance and interactive e-learning content development. Through partnership with the Global Corporate Finance Society, we have access to a vast network of supporters, partners, and companies in different markets across the globe.
CFI™ Board
Chair of the Board
Tim Vipond
Chair of the Board
Tim Vipond
Tim is the Chair of the Board of CFI Education. He has extensive experience as an internet entrepreneur, in financial analysis and investment banking. Beginning in 2005 Tim Vipond was an active participant in the capital markets with a wide range of experience spanning investment banking, investment management, and corporate development. Tim holds BA from Dartmouth College (Hanover, NH), an MBA from the Sauder School of Business at the University of British Columbia (Vancouver, BC), and is a certified Financial Modeling & Valuation Analyst (FMVA)®.
More About Tim »
Chief Content Officer
Scott Powell
Chief Content Officer
Scott Powell
Scott is Co-Founder and Chief Creative Officer of CFI Education. Now based in Vancouver, Scott spent a significant portion of his career in London, New York and Hong Kong. Scott has a passion for teaching with over 25 years of experience designing and delivering customized learning solutions for firms in the financial services industry including JP Morgan, Deutsche Bank, Bank of America Merrill Lynch, Credit Suisse, and HSBC, to name but a few.
Elephant
Jeremiah Daly
Elephant
Jeremiah Daly
Jeremiah co-founded Elephant in 2015. He co-leads the firm's investment activities and management. Jeremiah is on the boards of CFI Education, KnowBe4, A Cloud Guru, Mosyle and several other Elephant investments.
Prior to co-founding Elephant, Jeremiah was an investor at Accel, Highland Capital Partners and Summit Partners. He started his career at Silicon Valley Bank and Gold Hill Capital. Jeremiah holds an AB in Government from Dartmouth College where he captained the golf team.
Elephant
Julie Effron
Elephant
Julie Effron
Julie joined Elephant in 2016 and is currently a Partner at the firm. She is on the boards of CFI Education and AIHR, and also serves as a board observer for several other Elephant investments including A Cloud Guru, another leader in the eLearning space.
Prior to joining Elephant, Julie was an investor at Insight Venture Partners. She also previously co-founded ALICE, a hotel operations software company that raised $39M in financing before being acquired by Expedia. In 2020, she was recognized by Forbes 30 Under 30 for Venture Capital. Julie holds a BA in Economics from the University of Pennsylvania.
Arthur Ventures
Ryan Kruizenga
Arthur Ventures
Ryan Kruizenga
Ryan has been a Partner at Arthur Ventures since joining the firm in 2016. Ryan joined Arthur Ventures from Mainsail Partners where he focused on growth-stage B2B software investments. Prior to Mainsail, Ryan was the founder of a software startup, an investor with Summit Partners, and a member of the Technology Investment Banking team at Piper Jaffray. Arthur Ventures has a portfolio of e-learning businesses including CFI Education, Cybrary, Datacamp, Linux Academy (acquired by A Cloud Guru). Ryan graduated from the University of St. Thomas with a degree in Entrepreneurship.
Elsevier / RELX
YS Chi
Elsevier / RELX
YS Chi
International businessman and thought leader in publishing, education and information solutions serving as Elsevier’s Chairman and RELX’s Director of Corporate Affairs. Former President of International Publishers Association and Association of American Publishers. Distinguished Visiting Professor at Korea Advanced Institute of Science and Technology (KAIST). Independent director of CFI Education and Ingram Industries. Board Member at Princeton University Press, Ban Ki-Moon Foundation, and Educational Testing Services. Advisory Board Member at KAIST, University of Surrey and Southern Federal State University.
Executive Team
CEO
Anna Talerico
CEO
Anna Talerico
Anna is an experienced operator and the former COO of the online training company Linux Academy. She loves building high-performing teams with a focus on go-to-market, people development, and culture. Outside of work, Anna splits her time between Nashville & New York and enjoys spending time with her husband and two children.
CFO
Kevin Mellor
CFO
Kevin Mellor
Kevin has led finance and legal functions within small to mid-sized tech organizations for the last twenty years. He has a passion for streamlining systems and processes to enable businesses to scale more efficiently. He enjoys mentoring his team and watching them grow in their careers. He likes to spend time with his excellent wife, four daughters, and dogs when away from the office.
EVP, Head of Product
Ryan MacGregor
EVP, Head of Product
Ryan MacGregor
Ryan is a serial entrepreneur and former investment banker (Credit Suisse and Lehman Brothers), who earned an MBA from the University of Chicago Booth School of Business after serving in the U.S. Navy as a submarine officer. He founded and served as CEO of Macabacus, which was acquired by Corporate Finance Institute® (CFI) in 2021. Ryan currently heads CFI's enterprise software division and is the driving force behind Macabacus' business, sales, and product strategies.
EVP, CTO
Gwyn Pritchett
EVP, CTO
Gwyn Pritchett
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.
EVP, Financial Modeling
Duncan McKeen
EVP, Financial Modeling
Duncan McKeen
Duncan is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis & valuation. Prior to teaching, Duncan held senior equity research positions with top banks & brokerages. He has solid analytical skills with an Engineering degree, Master of Finance degree and a CFA Charter.
VP, Financial Modeling
Jeff Schmidt
VP, Financial Modeling
Jeff Schmidt
Prior to joining CFI, for over a decade Jeff Schmidt taught financial modeling and valuation to thousands of students all over the world. Clients included some of the world’s largest corporations and financial institutions, as well as many of the most prestigious universities in the world.
VP, Customer Experience
Angie Baliem
VP, Customer Experience
Angie Baliem
As a former leader in education, Angie transitioned to the eLearning sector in 2018. Having led Customer Success, Account Management and Sales teams at Linux Academy, A Cloud Guru and Pluralsight she is passionate about building a strong customer-centric experience. Angie is located in Texas, she enjoys spending time with her husband and three children.
VP of Engineering
John Kennedy
VP of Engineering
John Kennedy
John is part of the Macabacus—and now CFI™—team. As an engineer with a broad range of skills, he leads engineering for Macabacus. He is curious and passionate about everything tech-related and likes to tinker in his free time, automating everything he can in his personal life. John is an avid outdoor enthusiast, spending his outdoor time skiing, snowboarding, mountain biking, and sailing.
VP of Engineering
Alexander Lisogurskiy
VP of Engineering
Alexander Lisogurskiy
Using his teaching background, experience in building e-learning solutions, team management and analytical skills, Alex leads engineering for CFI’s Learning Management System. Alex holds a Ph.D. in Control Systems Engineering and in his spare time enjoys mountaineering and travel.
VP of Capital Markets
Andrew Loo
VP of Capital Markets
Andrew Loo
Andrew joins CFI after a long career in the financial markets in Asia and is looking forward to bringing his experience to his new role as Director, Capital Markets. Outside of work, Andrew is most often found driving his kids around, on the golf course or indulging in his passion for wine, but never all three at the same time.
VP, CBCA
Kyle Peterdy
VP, CBCA
Kyle Peterdy
Kyle is a former teacher, coach, mentor, and finance professional; he brings a passion for education, as well as unique credentials and career experience. When not at the office Kyle loves to travel and spend time with his family.
VP, BIDA
Seb Taylor
VP, BIDA
Seb Taylor
Seb Taylor is passionate about business intelligence, a world where data transformation and automation meet analytical superpowers. Sebastian has a degree in Economics and Finance and has spent the last 12 years working across Energy, Finance and Retail delivering analytical and automation solutions. As a fun fact, Seb once swam in the chilly waters of the Antarctic.
Director, PWMA
Meeyeon Park
Director, PWMA
Meeyeon Park
Meeyeon is based in Vancouver, BC. Having spent most of her career in Toronto, Meeyeon has previous experience in both the buy/sell-side of Finance with roles at Ontario Teachers Pension Plan in Fixed Income Portfolio Management and BMO Capital Markets in Investment Banking. Meeyeon holds a Bachelor of Business Administration, with High Distinction, from the University of Toronto.
Director, Learning and Development
Yuting Zhao
Director, Learning and Development
Yuting Zhao
Yuting has a Master of Educational Technology and Learning Design from SFU and has been teaching and designing courses for learners from all over the world. She’s passionate about using adult education theories and various learning technologies to improve our students’ learning experience.
Director, Customer Experience
Viktoriya Maya
Director, Customer Experience
Viktoriya Maya
With a multifaceted background in academics and marketing, Viktoriya is passionate about engaging our customers and ensuring a best-in-class learner experience.
Director, Leadership Training and Development
Markus Starmer
Director, Leadership Training and Development
Markus Starmer
Mark Starmer is a lifelong career adult development professional, with nearly 40 years of experience, who has spent the past 25 years specializing in ‘real’ leadership development.
Director, Demand Generation
April Wu
Director, Demand Generation
April Wu
April is a growth marketer passionate about building successful full-funnel marketing strategies and strong teams. She graduated from McGill University with a Bachelor of Commerce and comes from an agency and startup background. Outside of work, you can find April consuming pop culture and the best eats in Vancouver.
Corporate Training Experience
Our instructors have provided corporate finance training for top banks and institutions from around the world, including: