Curriculum Vitae
A Resume Marked By Relevant Training and Experience....

Professional Services

Cone Consulting Group Ltd.¹ - July 1992 to present

• 2008 - Present: Developing application to track quality control documents.
• 2007 - Present: Represented re-insurance company in defending against claims arising from the bankruptcy of a group of insurance companies being re-insured. Investigated bankrupt insurance companies insurance policy and claim records; cross-referencing them to proof of claim records, and assisting with estimating potential losses in claim portfolio.
• 2007-Present: Developing an application to automate valuation of business equipment.
• 2007-Present: Took over maintenance of a Microsoft VB6 program assessing chiropractic patients including adding a new module.
• 2005 - 2007: Developed a document and email tracking system for a fortune 500 insurance company that was being investigated as to certain transactions.
• 2002-2006: Represent a national law firm in defending its actions in representing partnerships whose creation and use was part of significant litigation. The law firm was released as part of a summary judgment motion but still needed to produce and track privilege on approximately 700,000 pages. Developed a document management and attorney-client privilege database system to view, manage and control production of documents in this matter.
• 2001-2005: Represented a Fortune 500 corporation in a dispute with the IRS which denied a deduction for a portion of the interest expense on bonds issued by the company. Reconstructed into electronic form the paper and microfiche financial records of a significant subsidiary and developed software programs to trace cash flows related to securities and operations under various scenarios. Assisted with deposition preparation, and then trial preparation.
• 2002-2003: Represented a national consortium of medical insurance companies in defending themselves against allegations from service providers. Assisted in standardizing insurance company claim data and preparing analyses of the claim data.
• 1995-2000: Represented Merrill Lynch in the Orange County bankruptcy litigation involving a $1.6 billion loss from liquidating the County’s investment portfolio in December 1994. Developed a database system to track documents and testimony. Reconstructed database of County investments for 1983 to 1995. Performed analyses of investment data. Reconstructed the County General Ledger for 1991-1995 and developed cash flow analyses. Developed damage calculation models. Assisted with the discovery and processing of electronic data and documents. Assisted with deposition preparation.
• 1992-1995: Represented Bass, PLC in litigation relating to the purchase of Holiday Inn from Promus. Reconstructed database of quality control records and franchise information for Holiday Inn. Performed related analyses, including assistance with a statistical study correlating hotel quality levels and franchise fee generation.
• 1989 - 1998: Professional liability claim tracking and policy tracking systems.
• Other litigation and consulting matters.

Tucker Alan, Inc./Navigant Consulting, Inc - 2002 to 2004

In July 2002 joined Tucker Alan, Inc. as a manager. In February 2004 Tucker Alan, Inc. was sold to Navigant Consulting. Responsibilities were similar to those when independent.

AppDev - 1999 to 2002

Instructor for week-long public seminars and customized in-house training seminars for Access 97, Access 2000 and SQL Server on behalf of AppDev. AppDev is a nationally recognized training company located in Minneapolis, Minnesota that sponsors training seminars. They used independent consultants to teach the training seminars.

Hemming Morse, Inc. – 1987 to 1992

• 1991-1992: Represented Union Bank in a case involving automobile financing fraud. Reconstructed database of automobile loans and payment histories. Developed related analyses of loans and identified fraudulent loans and fraudulent loan activity. Developed damage analyses.
• 1991: Represented the FSLIC in an action against a Savings & Loan’s directors and officers in connection with mortgage trading activity and certain real estate development projects. Reconstructed the General Ledger for a five year period and prepared analyses of mortgage trading losses and real estate development projects.
• 1988-1991: Represented Price Waterhouse and various broker-dealers in an action by the City of San Jose related to the loss of approximately $70 million upon the liquidation of investments in early 1984. Reconstructed the investment database from paper records, developed various analyses, developed damage calculations and prepared trial exhibits.
• Other litigation and consulting matters.
• 1988-1992: Litigation Consulting Manager.
• 1987-1988: Audit Manager.

Price Waterhouse (now PriceWaterhouseCoopers)

1983-1987: Audit Senior through Audit Manager in Sacramento, California office.

Ernst and Whinney (now Ernst & Young)

1977-1983: Audit Staff through Audit Supervisor in San Jose, California office.

Siliconix

1976-1977: Cost accountant in Santa Clara, California office.

Education and Credentials

• Oregon Computer Consultants Association.
• Microsoft Office/Visual Basic Developers Conferences since 1992.
• Access and SQL Server Training courses as participant and instructor.
• Member and speaker for the Portland Access Users Group.
• Various continuing education programs.
• Certified Public Accountant - Oregon license 1992 (active) - California license 1980 (inactive)
• Oregon Society of Certified Public Accountants
• Bachelor of Science in Business Administration - 1976
• California State Polytechnic University, San Luis Obispo - Honors graduate

¹Cone Consulting Group, Ltd. was formed January 1, 1998. Previously, Mr. Cone conducted business as Jeffrey A. Cone, CPA.