Capital Readiness Bootcamp Sessions

Alex Martin, CPA Shareholder Education: Auburn University My favorite part of CSB is having the opportunity to provide value to a diverse set of clients while working with a talented team of individuals who are all committed to serving our clients well. The leadership at CSB has brought together a group of high character people who love to work hard and have a good time while doing it. alexm@csbcpa.com, 251-343-1012

From financial accounting, auditing, tax planning, and reporting to business and individual taxation, Skip has overseen many engagements in his experience across numerous industries, including construction, not-for-profit, governmental agencies, and employee benefit plans. In addition to those areas, he has also received specialized training for internal control evaluations and fraud deterrence strategies. Skip’s litigation experience includes acting as a class action settlement administrator, court-appointed special master, and expert witness in both fraud and domestic cases. His clients appreciate his ability to remove stress from the equation and give clear and concise advice on an actionable plan moving forward.

Terry Harbin has 40 plus years’ experience in all phases of sales, marketing, technology and banking management and broad strategic planning experience in technology, banking and non-profit sectors. He also started two technology related business ventures and two real estate development companies which have been sold and/or continue to operate successfully. Terry held various sales and marketing positions at QMS, a Mobile, AL technology start up and has served in Executive positions with Regions, BankTrust and BancorpSouth, and BankPlus banks. In 2019 He began Affordable Homes Gulf Coast, LLC to build LMI housing using infill properties to meet the increasing demand in the Mobile, AL area. Terry has also served on the United Way, University of Mobile, WHIL, Child Advocacy, Family Promise, Housing First, Coastal Alabama Partnership and Mobile Area Chamber of Commerce boards.