Burt is a dynamic organizational leader with an uncommon combination of financial discipline, strategic vision, and operational expertise. He excels in helping businesses grow by assessing performance, capabilities, challenges and opportunities, and developing turnaround plans that quickly produce desired results. With over 25 years of experience leading the financial and operational functions of small to medium-sized companies, Burt has proven his ability to help companies improve EBITDA and raise valuations throughout his career. His commitment to utilize his core skills of financial discipline and team-centric leadership, combined with his passion for driving change, ensure powerful and sustainable results.

Burt’s specialties include: strategic planning, process reengineering, EBITDA growth, budgeting and forecasting, contract negotiation, working capital optimization, debt financing and risk management, among others. He also excels in team leadership, having led teams of five to 75 in understanding the challenges and issues at hand, and gaining their commitment to the changes required to reach best-in-class performance. Before creating New Life CFO in October of 2013, Burt served in a number of executive positions, including CEO, CFO, COO, VP of Operations and Controller, working for companies including EFG Companies, Montgomery Coscia Greilich, Corporate Floors, ReSource Flooring Group, Fleet Capital, Fujitsu, PepsiCo and Coopers & Lybrand CPAs.

Burt’s passion is to use his gifts of financial, strategic and operational management to serve others. He created New Life CFO in order to enable growing companies to meet their Big, Hairy, Audacious Goals (BHAGs). By guiding clients through challenges and providing dedicated support, he allows them to focus on using their own gifts to do what they love — not what they have to do.

Burt F. Copeland
CFO Since 1998
[email protected]
(214) 315-2275 cell

Lola has over 20 years of diverse marketing and operations experience with an expertise in insights, innovation, branding and brand management. In most of her roles, Lola has managed cross-functional teams of 12 – 50 in the development and execution of complex product, process and service innovations which she now leverages to optimize New Life CFO’s client experience. Her corporate and agency experience spans technology and agency start-ups, including her own marketing insights and innovation consultancy, as well as nonprofits and corporations like Aramark, Mission Foods and Borden Dairy/LALA U.S.

Her national awards include a national Reggie Award for a cause-related promotion on behalf of MADD and an IRI Pacesetter innovation award for Mission Life Balance Flour Tortillas.

Lola holds both a bachelor’s degree in marketing from The University of Akron and a Master of Business Administration from the Weatherhead School of Management, Case Western Reserve University.

In her spare time, Lola enjoys traveling, gardening, cooking and spending time with her family.

Wayne has 26 years of financial acumen, operational controls, sales leadership and system implementations. He has served in the Big Four Accounting and held both Chief Financial Officer and Chief Operational Officer roles in financial services and automotive industries. He has led in both startup companies and as CFO in companies that have grown from $50 million to almost $200 million in revenues and all the while ensuring adequate capital to handle the growth.

Wayne’s core passions relate to customers and taking great care of them. Both external and internal customers are all important and critical to the success of a company. He enjoys engaging in these relationships and creating win-win opportunities. He also believes doing the “right thing” with customers will pay off in the long run.

Wayne’s experiences include working with owners and executives across all business lines to ensure financial integrity and operational ethics. He has successfully staffed and managed both small and large accounting groups, built strategic plans, forecasting and financial reporting. He has created and maintained strong relationships with banks and vendors to ensure best pricing and leveraging, enabling the growth of businesses.

Wayne enjoys getting into the details and yet grasps the big picture to ensure that the company is headed in the right direction. He is a firm believer in using analytics to identify challenging areas and solving them through group buy-in and moving forward to reach profitability.

Wayne is a CPA and received his BSBA in Accounting from The Sam M. Walton College of Business at the University of Arkansas.

Brian has spent over 20 years successfully leading Finance, FP&A and Business Process. His experience ranges from small to large private companies owned individually or private equity as well as large public companies across multiple industries. His approach to driving positive results for all stakeholders is to partner with the executive teams, business development and operational leadership. The goal being to understand the key drivers and dependencies for each area of the business to create visibility and promote positive change. Digging into the financial results and operations to understand the previous decisions behind the numbers then allows for bringing alignment so decisions going forward will deliver on the company’s values and strategy.

Brian understands the value of relationships and taking great care to provide the support needed both professionally and personally. Great vision and values are front and center to creating an environment where business can thrive, and employees can grow and reap those rewards. Partnering with leadership to identify challenges and implement the change needed to operate efficiently and reach or expand profitability is critical. Whether it be determining the best metrics that drive the business, to strategic planning and modeling, to operational overhauls or process creation, Brian has a passion to help businesses succeed.

Brian enjoys spending time with his large growing family and grandchildren, his church community, running and sports in general.

Sandeep has been working in the Finance industry for over 8 years. A graduate of the Oxford Brookes University, with a BSc in Applied Accounting, she began her career with a renowned credit rating agency.
Sandeep has worked with various financial institutions in four different countries. In 2018, she moved to Texas and began working for New Life CFO. She is a proven Financial Analyst with extensive experience in vetting the best decision-driving KPIs and monitoring related performance. Sandeep also has considerable experience in performing What-If analyses on projections, technology integrations, and training and development. She has a passion for helping companies set up and implement financial optimization programs.
In her spare time, Sandeep enjoys recreational activities and giving back to society.

For 15+ years, Susie has been working in the Finance and Accounting industry. A graduate of the University of Colorado, she began her career as a Tax and Audit Staff Accountant for a regional CPA firm in 2005. She obtained her CPA license in Colorado in 2007 and ventured further into the Audit and Attestation path after being promoted to Audit Senior. In 2008, she left the world of public accounting to do tax and bookkeeping work on her own for small businesses across a variety of industries. A move to Texas in 2015 offered her the opportunity to do fractional Controller work for new and bigger companies and industries. Her experience is in small businesses in a variety of industries, ranging from Event and Hospitality to Manufacturing and Technology, with Non-Profit and Government work sprinkled in along the way.

Her attestation experience lends a keen eye to details and a drive to improve internal controls and processes to help best protect and enhance businesses. She desires to create a meaningful relationship with all her clients. Keeping the books clean and accurate is just step one. Understanding the inner workings of you and your business is step two. She enjoys making the numbers talk to you in a way that you understand rather than just sending you spreadsheets every month. She cares about her clients and their success, viewing it as a partnership.

In her spare time, you will find Susie in the kitchen, volunteering with her local Cub Scout Pack, and soaking up as much time with her family as possible.