Our team is comprised of genuinely gifted minds
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
(214) 315-2275 cell
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’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 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 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.
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.
“Then it dawned on me,” says Copeland. “A lot of the companies I saw failing, even as we were succeeding, were led by entrepreneurs not too unlike myself, with one important difference: They didn’t have my CFO background.”
That realization, that businesses needed his CFO gifts, led Copeland to found New Life CFO. “I didn’t even know what a fractional CFO was,” he says, “but I knew that there were a lot of companies making bad financial decisions simply out of poor planning and ignorance—things that I, as a CFO, could help them do better. And I didn’t need to work full-time at these companies in order to help them.”
Now a decade—and a lot of planning, praying, and perspiration—in the making, New Life CFO is home to a formidable team of CFOs and other purpose-led, entrepreneurial financial professionals. We’re dedicated to using our financial, strategic, and operational management gifts to serve our clients.