Financial Markets International, Inc

Financial Markets International, Inc.

Version No. 2

Effective Date August 4, 2004

GENERAL SERVICES ADMINSTRATION

Federal Supply Service

Authorized Federal Supply Schedule Price List

Financial and Business Services (FABS)

FSC Group 520

Contract No. GS-23F-0081P

Contract Period: December 30, 2003- December 29, 2008

Contractor: Financial Markets International, Inc.

7735 Old Georgetown Road, Suite 310

Bethesda, MD 20814

Phone: (301) 215-7840

Facsimile: (301) 215-7838

Website: www.fmi-inc.net

Contract Administrator: Peter Levine

Phone: (301) 215-7840

Email: plevine@fmi-inc.net

Alternate Point of Contact: Tania Balci

Phone: (301) 215-7840

Email: tbalci@fmi-inc.net

Business Size: Small

Prices shown herein are Net (discount deducted)

Online access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage! , a menu-driven database system. The INTERNET address for GSA Advantage! is: www.gsaadvantage.gov

For more information on ordering from Federal Supply Schedules click the FSS Schedules button at www.fss.gsa.gov

Table of Contents

General Customer Information

Instructions for Preparing to Order Services Priced on GSA Schedule

Detailed Ordering Procedures for Services

Blanket Purchase Agreements

Supplemental Information

About FMI

Special Item Numbers (SINs)

FMI Labor Category Descriptions

FMI Rates for Services

General Customer Information

1a. Table of Special Item Numbers (SINs) awarded to FMI

520-1	Program Financial Advisor Services
520-11	Accounting
520-13	Complementary Financial Management Services

A detailed description of each SIN and a pricing schedule are provided in the text below.

1b. Lowest Priced Model Number/Lowest Unit Price: Provided at the end of this document

1c. Labor Category Descriptions: Provided below

2. Maximum Order: $1,000,000.00

3. Minimum Order: $300.00

4. Geographic Coverage: Domestic and International

5. Point of Production: N/A

6. Statement of Net Price: Prices shown herein are Net (discount deducted)

7. Quantity Discounts: N/A

8. Prompt Payment Terms: 30 days

9a. Government Purchase Card Policies: Government purchase cards are accepted below the micro-purchase threshold

9b. Government Purchase Card Policies above the Micro-Purchase Threshold: No

10. Foreign Items: N/A

11a. Time of Delivery: Per Task Order

11b. Expedited Delivery: N/A

11c. Overnight and 2-day delivery: N/A

11d. Urgent Requirements: In accordance with contract clause I-FSS-140-B, Financial Markets International, Inc. (FMI) shall reply to any inquiry within three days after receipt. Telephonic replies shall be confirmed in writing.

12. F.O.B. Point(s): Destination

13a. Ordering Address: Financial Markets International, Inc.

Attn: Peter Levine

7735 Old Georgetown Road, Suite 310

Bethesda, MD 20814

Phone: (301) 215-7840

Email: plevine@fmi-inc.net

13b. Ordering Procedures: For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPAs), and a sample BPA can be found at the GSA/FSS Schedule homepage (http://fss.gsa.gov/schedules).

14. Payment Address: Financial Markets International, Inc.

Attn: Christine Lee

7735 Old Georgetown Road, Suite 310

Bethesda, MD 20814

Phone: (301) 215-7840

Email: clee@fmi-inc.net

15. Warranty Provisions: N/A

16. Export Packaging Charges: N/A

17. Terms and Conditions for use of Government Purchase Card: N/A

18. Term and Conditions of Rental, Maintenance, and Repair: N/A

19. Terms and Conditions of Installation: N/A

20. Terms and Conditions of Repair Parts: N/A

20a. Terms and Conditions for Other Services: N/A

21. List of Service and Distribution Points: N/A

22. List of Participating Dealers: N/A

23. Preventative Maintenance: N/A

24a. Special Attributes (Environmental): N/A

24b. Section 508 Compliance Information: N/A

25. Data Universal Number System (DUNS): 80-826-2042

26. Central Contractor Registration (CCR) Database: FMI is registered in the CCR Database. Cage Code#: 3LLK7

Instructions for Preparing to Order Services Priced on GSA Schedule

(Additional details provided below)

GSA has determined that Financial Markets International, Inc. (FMI) meets all necessary technical requirements and that our prices are fair and reasonable. Federal Government agencies may use written orders, electronic data interchange (EDI) orders, credit card orders, blanket purchase agreement (BPA) orders, individual purchase orders, or task orders under this contract.

Follow these steps to order a service:

Step 1: Develop a Statement of Work (SOW)

In the SOW, include the following information:

Work to be performed

Location of the work

Period of performance

Delivery schedule

Special standards or requirements, where applicable

Step 2: Select Contractor and Place Order

If the order is under $2,500, select the contractor best suited for your needs and place the order.

Step 3: Prepare a Request for Proposal (RFP)

If the order is over $2,500, prepare an RFP

Include the SOW

Request fixed price, ceiling price, or, if not possible, labor hour or time and materials order

If preferred, request a performance plan from contractors and information on past experience

Include information on the basis for selection

Step 4: Submit your RFP to at least 3 Firms

Step 5: Evaluate Offers, Select Best Value Firm, and Place Order

Detailed Ordering Procedures for Services

The following ordering procedures were developed to assist our customer agencies in the purchase of services that are priced at hourly rates.

Procedures for Services Priced on GSA Schedules

The GSA has determined that the rates for services contained in FMI s price list on the Federal Supply Schedule are fair and reasonable. However, the ordering office using this contract is responsible for considering the level of effort and mixes of labor proposed to perform specific tasks being ordered, and for making a determination that the total firm-fixed price (FFP) or ceiling price is fair and reasonable. Delivery orders may be placed by either the Federal agency or the GSA Federal Supply Service. These ordering procedures take precedence over FAR 8.404.

When ordering services, ordering offices shall:

1. Prepare a Request for Quote (RFQ):

A. Prepare a performance-based statement of work (SOW) that outlines the work to be performed, location of work, period performance, deliverables schedule, applicable standards, acceptable criteria and any special requirements (i.e., security clearances, travel, special knowledge).

B. Include, along with the SOW, a request for contractors to submit either a FFP or a ceiling price to perform the services described in the SOW. The FFP shall be based on the hourly rates in the Federal Supply Schedule contract and shall consider the mix of labor categories and level of effort required to perform the services described in the statement of work.

C. The FFP of the order may include any other incidental costs related to performance of the services ordered.

D. A firm-fixed price order shall be requested unless the ordering office makes a determination that it is not possible to estimate accurately the extent or duration of work or to anticipate cost with any reasonable degree of confidence. When such a determination is made, a labor hour quote may be requested. A ceiling price must be established for labor hour and time-and-material orders.

E. Reimbursements of travel costs at the rates provided in the Federal Travel or Joint Travel Regulation rates, or as a fixed-price incidental line item.

F. If necessary, contractors may be requested to submit a project plan and/or information on the contractor s experience and past performance on similar tasks.

G. Include information on the selection criteria and intended use of past performance factors.

Ordering offices should strive to minimize the contractor s cost associated with responding to RFQs. Tailor the RFQ to the minimum level necessary to make a best value selection. Oral presentations should be considered whenever possible.

2. Transmit the Request for Quote to Contractors

A. Evaluate catalogs and price lists to identify the contractors that appear to offer the best value.

B. Provide the RFQ to at least three (3) contractors if the order exceeds the micro-purchase level. If the order exceeds the maximum purchase threshold, send the RFQ to more than three contractors.

3. Evaluate quotes and select the contractor to receive an order

A. Evaluate contactors based on the factors identified in the RFQ.

B. Select the contractor that represents the best value to meet the Government s needs.

Blanket Purchase Agreements

Blanket Purchase Agreements (BPAs) for recurring services are encouraged when the following ordering procedures are followed.

A. All BPAs should define the services to be provided, delivery or performance time frames, billing procedures, and individual authorized to purchase under the BPA. The ordering office should establish discounts based on the projected volume of the orders,

B. State in the RFQ if a single BPA or multiple BPAs will be required and the basis for selecting the contractor to be awarded the BPAs.

1. Single BPAs are established when the ordering office can define the tasks to be ordered and determine a FFP or ceiling price for individual services or tasks to be performed. Authorized users may place the order directly under the established BPA. The best value contractor should be awarded the BPA.

2. If Multiple BPAs are needed by the ordering office, first determine which contractors are technically qualified before established the BPAs. Pricing can be established at this time or at the time the task orders are placed. The contractor that represents the best value should be awarded a BPA.

Supplemental Information

A. FAR 8.402 contemplates that GSA may occasionally find it necessary to establish special ordering procedures for individual Federal Supply Schedules or for some Special Item Numbers (SINs) within a Schedule. GSA has established special ordering procedures for services that are priced Federal Schedule contract at hourly rates. These special ordering procedures take precedence over the procedures in FAR 8.404.

B. When the ordering office s requirement involves both products as well as professional services, the ordering office should total the prices for the products and the firm-fixed price for the services and select the contractor that represents the greatest value in terms of meeting the ordering offices total needs.

C. The ordering office, should document orders purchased from the contractor and the amount paid. If other than a FFP order is placed, such documentation should include the basis for the determination to use a labor hour order. For agency requirements in excess of the micro-purchase threshold, the order file should document the evaluation of contractors quotes that formed the basis for the selection of the contractor that received the order and the rationale for any trade-offs made in making the selection.

I-FSS-125 Requirements Exceeding the Maximum Order (August 1997):

(a) In accordance with FAR 8.404, before placing an order that exceeds the maximum order threshold, ordering

offices shall:

(1) Review additional Federal Supply Schedule, contractor s catalogs and/or price lists or use the GSA Advantage! on-line shopping service.

(2) Based on the initial evaluation, generally seek price reductions from the schedule contractor(s) appearing to provide the best value; and

(3) After price reductions have been sought, place the order with the schedule contractor that provides the best value and results in the lowest overall cost alternative. See FAR 8.804(a). If further price reductions are not offered, an order may still be placed if the ordering office determines it is appropriate.

(b) Vendors may:

(1) Offer a new lower price for the requirement (the price reduction clause is not applicable to orders placed over the maximum order in FAR 52.216-19);

(2) Offer the lowest price available under the contract; or

(3) Decline the order (The order must be returned in accordance with FAR 52.216-19).

FAR 8.804. The order will be placed under the contract.

Sales for orders that exceed the maximum order shall be reported in accordance with GSAR 552.238-72.

About FMI

Financial Markets International, Inc. (FMI) is a consulting firm that helps its clients achieve economic growth, competitiveness, and development through market mechanisms, international best practices and systems, and the critical nexus of law and economics. Founded in 1992, FMI is especially well-known for its work in commercial law and the development of securities markets, capital markets, corporate governance, and non-bank financial institutions. Its work encompasses legal and regulatory reform projects, capital markets development, pension reform, bank work-outs and bank supervisory reform, trade and micro-finance, social-sector reform, institutional development, strategic planning, management information systems, and education and training initiatives.

FMI has provided services to the United States Agency for International Development since 1993 when it was awarded several task orders under the Omnibus I Program for Privatization of Civilian and Defense Industries of the New Independent States of the Former Soviet Union. Presently, FMI holds two IQCs for worldwide programs in Financial Services (FS) and Legal and Institutional Reform (LIR) under USAID s innovative Support for Economic Growth and Institutional Reform (SEGIR) initiative. Regional experience includes the Middle East and North Africa, Eastern Europe and the former Soviet states, Central Asia, Latin America, and the Caribbean.

The following are select examples of FMI s recent project experience:

In Ukraine, FMI is currently managing a Corporate Governance project aimed at transforming the country s business culture so they can operate openly and profitably, and attract investment.

In the area of judicial sector reform, FMI is collaborating with USAID and the Moroccan Ministry of Justice to assess and draft new commercial laws, as well as train local commercial court judges in subjects such as enforcement, bankruptcy, and ethics.

FMI s Financial Markets Reform Program in the West Bank and Gaza includes the introduction of new financial instruments and reforming the areas of mortgage finance, education, and corporate governance.

In Bulgaria, FMI recently completed implementation of a USAID project in designed to strengthen capital markets regulation through legal drafting and institutional harmonization.

We invite you to explore our website, located at www.fmi-inc.net. If you have any questions about the firm or ordering services through GSA, please do not hesitate to contact us either by phone (301-215-7840) or email (plevine@fmi-inc.net or tbalci@fmi-inc.net).

Special Item Numbers (SINs)

FMI has been deemed qualified by GSA to provide services that fall under the SINs listed below

520-1: Program Financial Advisor Services

The contractor can provide program financial advisor services to assist the Government in crosscutting issues and considerations associated with the overall development and management of an asset program. This may include but is not limited to the following:

► Develop and Manage an Asset Resolution Program

review asset base or some portion thereof and provide specific recommendations/strategies as to the best management and/or disposition vehicle to use in order to maximize recoveries in the current marketplace
develop an Asset Resolution Plan
develop and/or modify task orders for financial advisory services
raise issues on public policy and capital markets and offer recommendations
implement a coherent approach to communications and interactions among policy, procurement, information systems, general counsel, Inspector General, congressional and legislative affairs, field offices, Government agencies, stakeholders, non-Government entities, and the public at large
analyze new products to be offered for sale to determine potential marketability
review appropriate laws to determine disposal authority and rights for real property
determine the value of an overall asset portfolio
identify individuals or entities that are disqualified from participating or bidding
provide advice on compliance, execution, or implementation issues relating to OMB Circulars A-11 and A-34, other OMB guidance, and other opinions
estimate and report the effects of asset programs for purposes of budget formulation and execution
analyze credit reform

► Asset Sales

review, design, and reposition a strategic plan, business plan, and/or policies for an asset sale
develop asset sales schedules and financial projections for budgetary, performance management, and capacity planning purposes
conduct individual asset sales
prepare reports or analyses in support of an asset sales program

► Develop, Manage and/or Implement and Origination Program

perform in-depth feasibility studies and cost/benefit analysis to evaluate public/private partnership opportunities
asses aging or deteriorating assets and develop and analyze public/private partnership scenarios to rehabilitate the assets
provide specific recommendations/strategies including public/private partnerships to promote rehabilitation
identify private entities capable of contributing sufficient financial capital and borrowing ability to redevelop or renovate assets (e.g. federal real property) in exchange for a portion of the asset
design and secure the most efficient financing vehicle, given market and contractual considerations, to fund real property or non-real property assets
re-engineer financing structures to provide the most advantageous financing for an asset
develop and/or manage a system to find a lender, select a mortgage product, originate a mortgage or choose among other settlement service providers and products

► Trust Fund Management/Institutional Trust Services/Investment Banking

invest, control, and arrange for audit of trust fund asset/portfolios
administer benefit payments
buy, sell, and lend securities
manage collateral
assess risk
implement an agency s assessment processes in order to maximize value of an agency s funds

► Equity Oversight and Transaction Administration

Cash Management: track cash generated and distributed through partnerships, from closing to post-closing and termination, to ensure effective management of cash accounts and timely and accurate distributions to the partners.
Asset Management: monitor the operations and performance of the partnership through review of the general partner s business plans, financial reports and projections to protect against reduction in value or mismanagement of assets.
Investor Reporting: Use various financial indicators to provide a detailed reporting package for each transaction representing the current financial status and performance of a portfolio.

► Marketing and Asset Resolution Support

Prepare a marketing plan and provide support services to ensure that a group of assets are resolved

► Post Sale Analysis and Resolution Support

assist on post-closing matters
analyze management of the portfolio in terms of credit extension and servicing to assist the agency in improving its processes
handle special investor/buyer and borrower problems that may arise
create and update Asset Sale Design Records kept by the agency and report any lessons learned
develop, gather scrub, and store data relevant to support the asset resolution program
develop and maintain an electronic presence that will be a principal point of contact for agencies and constituencies interested in an asset resolution program

520-11: Accounting

The Contractor can provide accounting services. This may include but is not limited to the following:

► Analyze, process, and summarize transactions

► Assist in devising new or revised accounting policies and procedures

► Classify accounting transactions

► Perform special studies to improve accounting operations

► Resolve accounting issues

► Resolve and/or implement audit findings

► Assess or enhance accounting internal controls

► Improve operating efficiency and effectiveness

520-13: Complementary Financial Management Services

The Contractor can provide complementary financial management services. This may include but is not limited to the following:

► Assess and improve financial management systems

► Conduct A-127 system compliance reviews

► Assist with implementation of corrective actions

► Document systems

► Identify systems requirements

► Plan and develop systems

► Assist in meeting agency financial management system requirements

► Asses and improve financial reporting and analysis

► Develop new reporting formats and pro-forma financial reports

► Assist in improving and streamlining reporting and analysis processes

► Perform cost/benefit or other special financial analyses

► Assist with the requirements of the Government Performance & Results Act

► Assist with devising and implementing performance measures and related processes

and systems

► Assist with strategic and operational financial planning

► Resolve audit recommendations

► Assist in managerial cost accounting

► Assist in financial policy formulation and development

► Perform economic and regulatory analyses

Develop methods for analyzing costs, benefits and impacts of regulations and policies

Collect data and prepare Information Collection Requests for approval by OMB

Conduct exposure and risk analyses

Develop, modify or apply risk characterization models to analyze and evaluate policies, programs and regulations

► Perform actuarial services and/or actuarial data analysis services

Collection, analysis, editing, calibration and data entry of Employee Benefit Plan information
Conduct updates of a full actuarial valuation pension plan database, program major upgrades or significant new modeling capabilities
Perform quantitative analysis of covered pension plans to identify plans that are potentially noncompliant or under-funded

► Assist with quality assurance efforts

FMI Labor Category Descriptions

Labor category descriptions as applicable to SINs 520-1 (Program Financial Advisor Services) & 520-13 (Complimentary Financial Management Services):

Capital Markets Specialist, I MBA/MA/MS and at least 10 years financial markets industry experience. Successful work history in such functional areas as securities and commodities markets, mutual funds and brokerages, pension and insurance firms, investment banks and venture capital firms, financial markets regulation, corporate governance/shareholder rights, financial risk management, and exchange systems. Responsibilities and skills including new product design/development, back office operations, trading techniques, market analysis, debt and equity markets, and underwriting. 3+ years developing country context experience and proficiency in at least one foreign language.

Capital Markets Specialist, II BA/BS in an appropriate discipline with 8 years industry experience or MBA/MA/MS with at least 5 years industry experience. Successful work history in brokerage houses, mutual funds, institutional investors, regulators, SROs, or stock exchanges. Responsibilities and skills including back office operations, training, market analysis and trading procedures.

Attorney JD with at least 5 years experience in commercial law/securities law. Successful work history with law firms, governmental organizations/regulators, international financial institutions, or the corporate sector. Responsibilities and skills including due diligence, legislative drafting, litigation, corporate governance, financial transactions, legal research, commercial law, securities law, and judicial/legal process. 2-3 years developing country context experience and proficiency in at least one foreign language.

Corporate Financial Advisor MBA or equivalent with at least 5 years industry experience. Successful work history in investment banking, Mergers & Acquisitions, corporate management, financial restructuring, debt-for-equity swaps, and deal-making (including in law firms with active corporate finance/investment banking practices). Responsibilities and skills including financial engineering, risk management, economic analysis, due diligence, asset management, strategic planning, financial and loan workouts, investment promotion and negotiations. 3 + years developing country context experience and proficiency in at least one foreign language.

Pension Specialist Advanced degree in law, economics or finance (J.D., MA/MS, and MBA) with at least 5 years industry experience. Successful work history in pension funds (private and public), institutional investors, social security systems, management consultancies and actuaries. Responsibilities and skills including policy development, actuarial analysis, finance, benefits (re)structuring, asset management, payment and collections systems. Understanding of modern pension systems, including work in Pay As You Go (PAYGO), Mandatory/Fully Funded, and Private Voluntary system reform. 3+ years developing country context experience and proficiency in at least one language.

Insurance Specialist Advanced degree in law, economics or finance (J.D., MA/MS, MBA) with at least 5 years industry experience. Successful work history with domestic and international insurance companies, corporate HR programs, benefits and insurance plan administrators, reinsurance companies, regulators, or NGOs/industry groups. Responsibilities and skills including policy development, actuarial and benefit program evaluation, social security program design, human resources management, financial planning, and the ability to develop new regulations and programs for both individuals and groups. Understanding of different global insurance models. 3+ years developing country context experience and proficiency in at least one foreign language.

Financial Management Specialist BA/BS in an appropriate discipline with 8 years industry experience or MBA/MA/MS with at least 5 years industry experience. Successful work history in fund management, brokerage houses, institutional investors, corporate financial departments, banking or governmental finance institutions (e.g. Fannie Mae, Freddie Mac, Federal Reserve, etc ). Responsibilities and skills including financial and economic analysis, data collection, statistics, business operations, strategic planning and due diligence for proposed deals. 2-3 years developing country context work and proficiency in at least one foreign language.

Banker BA/BS with 10 years industry experience or MBA/MA with at least 5 years industry experience. Successful work history in commercial/private banking, supervision/regulation, investment banking and credit markets. Responsibilities and skills including policy development, oversight and market monitoring, credit/financial analysis, portfolio management, lending and risk analysis. Transactional expertise, an understanding of best practices in universal banking and regulation, and experience in bank resolution issues. 3+ years developing country context experience and proficiency in at least one foreign language.

Electronic Information Management Specialist, I MA/MS or equivalent with at least 5 years industry experience. Successful work history in the design and management of information systems and products including reporting, financial management, accounting and auditing products. Responsibilities and skills including database development and management, computer programming, software development, and an understanding of best practices for the use of interactive media in the training of accountants and auditors.

Electronic Information Management Specialist, II BA or equivalent with over five years experience. Successful work experience in computers, software, data bases, and management information systems. Good written and oral communications skills.

Training Specialist, I BA/BS in an appropriate discipline with 8 years experience or MA/MS with at least 5 years experience in training groups of different sizes and levels of sophistication. Successful work history in the training departments of broker/dealers, stock exchanges, banks or investment funds; at universities, technical institutes and SROs; or with public sector training entities. Responsibilities and skills including curriculum development (including all necessary learning tools), design of train the trainer programs, conference/seminar planning and implementation, and the ability to utilize interactive technologies for training. 3+ years developing country context experience and proficiency in at least one foreign language.

Training Specialist, II BA/BS with 3-5 years experience in financial skills development training. Successful work experience supporting the design and delivery of training modules, seminars, conferences. Good oral and written communications skills.

Public Relations Specialist BA/BS in an appropriate discipline with 10 years industry experience or MBA/MA/MS with at least 5 years experience in the design, development and implementation of public relations and outreach programs. Successful work history in advertising, marketing, outreach, political campaigns, mass media, and public advocacy. Responsibilities and skills including design and development of marketing and public education materials, polling and survey design, presentation development and speech writing. Well developed public speaking, conference management and multi-media skills. 3+ years developing country context experience and proficiency in at least one foreign language.

Administrative Assistant 10 years experience, of which at least three years as office manager or executive secretary. BA desirable. Excellent administrative/organizational skills. Substantial experience dealing with office management issues, vouchers, vendors, business permits and licensing. Good computer, oral, and written presentation skills.

Conference Specialist Undergraduate level degree and 2 years of experience organizing and managing conferences/large events.

Deputy Manager Undergraduate level degree and 5 years of firm-level business/government management experience.

Financial Markets Advisor Undergraduate level degree in finance, business, or economics from an accredited university, and 2 years of experience in capital markets.

Financial Restructuring Expert Graduate level degree in business, mathematics, accounting, or finance from an accredited university and 3 to 5 years of relevant experience.

Financial Specialist Graduate level degree from an accredited university and 3 years of relevant experience.

Information Technology Specialist Undergraduate level degree from an accredited university and 2 years of relevant experience with computer operating systems and software.

Legal Counsel (Attorney II) Law degree from an accredited law school and 3 years of experience.

Private Sector Liaison Graduate level degree from an accredited university and 3 to5 years of relevant experience.

Training Coordinator Undergraduate level degree and 2 years of experience designing and implementing training programs.

Translator Fluency in the relevant languages and 1 year of experience.

Labor category descriptions as applicable to SIN 520-11 (Accounting):

Accountant CPA with at least five years industry experience and an understanding of IAS and U.S. GAAP. Successful work history with an accounting firm or as a company accountant, CFO, corporate controller, regulator, or in the development of standards and practices at an NGO/SRO. Responsibilities and skills including accounting practices, auditing, financial valuation, reporting, back office management, financial statement analysis, and site visits to review the accounting methods, practices and recordkeeping procedures. Experience in developing the reports and accounts required for offering memoranda, IPOs or private placements will be needed for selected assignments. 2-3 years developing country context experience.

Attorney JD with at least 5 years financial markets industry experience. Successful work history with law firms, governmental organizations/regulators, international financial institutions, or the corporate sector. Responsibilities and skills including tax law and codes, accounting issues, due diligence, legislative drafting, litigation, legal research, commercial law, securities law, and judicial/legal process.

Financial Management Specialist MBA or equivalent with at least 5 years industry experience. Successful work history in corporate financial departments, accounting firms, banking, investment houses, or governmental finance institutions (e.g. Fannie Mae, Freddie Mac, Federal Reserve, etc ). Responsibilities and skills including financial and economic analysis, data collection, statistics, quantitative modeling, business operations, strategic planning and due diligence for proposed deals.

Corporate Financial Advisor MBA or equivalent with at least 5 years industry experience. Successful work history in investment banking, accounting firms, Mergers & Acquisitions, corporate management, financial restructuring, debt-for-equity swaps, and deal-making (including with law firms that have active corporate finance/investment banking practices). Responsibilities and skills including economic/financial analysis, business and strategic planning, financial and loan workouts, investment promotion and negotiations.