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David Kelley

Chief Financial Officer at Diesel Laptops, LLC

Charleston, United States

David is a financial leader, author, and strategic advisor who is passionate about helping small and mid-sized businesses realize their potential and achieve success through financial and business strategies, technology applications, and personnel development.

David has served, and continues to serve, on both the Board and Advisory Board for SMBs as well as in various governance roles over non-profits. In these roles, he has helped counsel and advise leadership teams on strategic and tactical issues to address both growth and transformation.

In his capacity as an on-demand CFO, David helped businesses across many industries streamline internal processes, develop and retain personnel, and both build and re-build their businesses. While strategically minded, his roots are in the details and he does not shy away. This "been there, done that" mindset provides a reassuring voice at the table.

David is currently the chief financial officer at Diesel Laptops, the industry leader in diesel diagnostic tools and repair information. Prior to joining Diesel Laptops, David provided CFO advisory and on-demand services to mid-sized companies and technology startups. David also held senior financial leadership roles in private equity backed companies, Fidelity Investments, Cendant Corporation, Eclipse Aerospace, and UNUM.

David is a CPA and received his bachelor’s degree in Public Accounting from Husson University and his master’s degree in Taxation from Seton Hall’s W. Paul Stillman School of Business.

Available For: Advising, Authoring, Influencing, Speaking
Travels From: Charleston, SC
Speaking Topics: Financial Leadership & Development, Best Practices, Cyber Security - Email, Transformation

Speaking Fee $3,000 (In-Person)

David Kelley Points
Academic 0
Author 14
Influencer 22
Speaker 3
Entrepreneur 0
Total 39

Points based upon Thinkers360 patent-pending algorithm.

Thought Leader Profile

Portfolio Mix

Company Information

Company Type: Company
Theatre: North America
Minimum Project Size: N/A
Average Hourly Rate: $200-$300
Number of Employees: 51-250
Company Founded Date: Undisclosed

Areas of Expertise

Analytics 30.04
Business Strategy 30.56
Cybersecurity 30.10
Digital Disruption 30.05
Emerging Technology 30.05
Entrepreneurship 30.90
Finance 32.92
FinTech 30.05
Health and Wellness 30.08
HealthTech 30.02
HR 30.08
Leadership 30.03
Management
Mergers and Acquisitions 30.58
Risk Management 30.05
Social 30.11
Sustainability 30.08

Industry Experience

Financial Services & Banking
High Tech & Electronics
Hospitality
Insurance
Manufacturing
Media
Professional Services
Travel & Transportation
Wholesale Distribution

Publications

6 Article/Blogs
The Financial Implications of Increased Tariffs on the Diesel Engine Repair Shop Industry
DL Insider (Diesel Laptops Executive Blog)
May 06, 2025
Describes the impacts on the diesel engine repair shop sector and offers some strategies and insights into how to mitigate this impact on the business.

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Tags: Finance

The Evolving Role of the CFO: From Financial Gatekeeper to Strategic Leader
Forbes
April 11, 2025
CFOs are no longer leading the bean-counters. Instead, the CFO role has evolved into a strategic leader, leveraging the evolving technology and with awareness of the heightened risks faced by businesses. CFOs must be agile and comfortable in this changing environment.

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Tags: Business Strategy, Emerging Technology, Finance

Forge Ahead: Adapting And Changing Business Models As You Scale
Forbes Finance Council
October 24, 2024
An analysis of the strategic framework in transforming a business during times of growth, restructure and change. This article looks at the things to consider and proven approaches to be more successful.

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Tags: Business Strategy

How Healthcare Companies Can Protect Patient Information
Forbes.com
October 29, 2021
The healthcare industry knows first hand how Cyber attacks can be costly . In addition to HIPAA penalties, the civil and state regulatory fall-out can cripple the best of businesses. This article addresses some protective steps available to mitigate such a risk.

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Tags: Cybersecurity, Digital Disruption, HealthTech

How To Protect Your Small Business From Cyberattacks (And Their Financial Fallout)
Forbes.com
September 10, 2021
SMBs are vulnerable to cyberattacks, and often some are ill prepared to deal with the protection or remediation of these events. This article offers some fundamental tips to improving your ability to survive a hack.

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Tags: Cybersecurity

Annual Budgeting Is For The Birds
Forbes.com
August 20, 2021
Annual budgets have a purpose, albeit limited. The future is in a more dynamic and adaptable rolling reforecast. This article highlights the advantages of the rolling reforecast and how it better aligns with today's businesses.

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Tags: Analytics, Business Strategy, Mergers and Acquisitions

8 Author Newsletters
The Growth Drag from Policy Uncertainty
LinkedIn
February 18, 2025
In the four weeks since he took office, the president has issued an extraordinary number of executive orders, while promising dramatic change across the full reach of the federal government. While these policy moves have broad political, geopolitical and social implications, for investors, the most important concern tariffs, immigration, the federal workforce and the federal budget.

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Tags: Business Strategy, Entrepreneurship, Finance

Europe: The Slow and Steady Train
LinkedIn
February 10, 2025
For investors, Europe seems like a train in a station, perpetually gathering steam and loading up for a long-delayed journey, but clearly advertising only a modest pace when it gets under way. Such has been the case for the European economy and, even more so, for European equities for many years. This has, of course, been deeply frustrating for those investing in European stocks, which, while often producing OK returns, have underperformed U.S. stocks in 12 of the last 15 years.

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Tags: Business Strategy, Entrepreneurship, Finance

The Investment Implications of the Trade War
LinkedIn
February 03, 2025
On Saturday, the White House announced the imposition of heavy tariffs on goods exported from Mexico, Canada and China and all three nations announced their intention to retaliate. These tariffs threaten to raise prices and slow economic activity across all four countries. While the end game of this trade war remains very uncertain, it has the potential to impact bonds, stocks and exchange rates. For investors, regardless of the early market reaction, the reality of a trade war suggest the need for broad diversification including allocations to real assets and international assets.

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Tags: Business Strategy, Entrepreneurship, Finance

White House Actions, Fed Reactions and Investing
LinkedIn
January 27, 2025
This Wednesday, at 2:00 PM, the Federal Reserve will release a statement on monetary policy. It will, as usual, be a brief and colorless document and will look paler still in comparison to the more than 60 executive orders, proclamations and memoranda that have emanated from the White House in the first week of the President’s new term. However, the Fed’s statement and Jay Powell’s press conference could well be of equal importance to financial markets

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Tags: Business Strategy, Entrepreneurship, Finance

The Big Picture on Debt, Deficits and Interest Rates
LinkedIn
January 21, 2025
For decades, journalists, economists, politicians, and central bankers have said that the U.S. federal debt is on an “unsustainable” path.  However, it has stayed on that path, climbing from a very manageable $3.3 trillion, or 31.5% of GDP, in fiscal 2001, to $28.3 trillion, or 98.2% of GDP in fiscal 2024.  The latest long-term forecasts, released last Friday by the Congressional Budget Office[1] (CBO), suggest a further major deterioration over the next decade, even if the 2017 tax cuts are allowed to expire on schedule.

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Tags: Business Strategy, Entrepreneurship, Finance

Interest Rates, Inflation and the Uncertainty Tax
LinkedIn
January 13, 2025
In football, it’s always better, at the snap of the ball to disguise your intentions. Are you going to pass or run the ball? Is it a zone defense or man-to-man?  In business or in military maneuvers the same rule applies – keep them guessing.

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Tags: Business Strategy, Entrepreneurship, Finance

Stability and Extremes
LinkedIn
January 06, 2025
For investors, Europe seems like a train in a station, perpetually gathering steam and loading up for a long-delayed journey, but clearly advertising only a modest pace when it gets under way. Such has been the case for the European economy and, even more so, for European equities for many years. This has, of course, been deeply frustrating for those investing in European stocks, which, while often producing OK returns, have underperformed U.S. stocks in 12 of the last 15 years.

See publication

Tags: Business Strategy, Entrepreneurship, Finance

Reading Between the Lines (On the Direction of Monetary Policy)
LinkedIn
December 16, 2024
When testifying to the Senate Banking Committee back in 1987, the newly-appointed Fed Chairman, Alan Greenspan, provided some insight into his views on communication: “Since becoming a central banker”, he said, “I have learned to mumble with great incoherence. If I seem unduly clear to you, you must have misunderstood what I said.”

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Tags: Business Strategy, Entrepreneurship

22 Quotes
20 Effective Ways To Communicate Cap Table Details To Stakeholders And Investors
Forbes
December 17, 2024
This article shares insights with financial leaders on how to communicate cap table details clearly and confidently when engaging with stakeholders and investors.

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Tags: Finance

19 First Steps To Take When Your Personal Information Is Compromised
Forbes Finance Council
August 29, 2024
19 First Steps To Take When Your Personal Information Is Compromised

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Tags: Cybersecurity

Practical, Effective Ways Banks Can Reduce Their Carbon Footprints
Forbes Finance Council
August 20, 2024
Practical, Effective Ways Banks Can Reduce Their Carbon Footprints

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Tags: Sustainability

17 Ways Companies Can Prepare For Next Year's Tax Season
Forbes Finance Council
July 21, 2023
17 Ways Companies Can Prepare For Next Year's Tax Season

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Tags: Finance

12 Types Of Insurance Many Individuals And Businesses Don’t Have (But Should)
Forbes Finance Council
January 03, 2023
12 Types Of Insurance Many Individuals And Businesses Don’t Have (But Should)

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Tags: Risk Management

14 Critical Financial Results Businesses Have Seen From The Remote Work Movement
Forbes Finance Council
August 12, 2022
14 Critical Financial Results Businesses Have Seen From The Remote Work Movement

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Tags: HR

15 Exciting 'Side Effects' Of The Mobile Payment Movement
Forbes Finance Council
June 17, 2022
15 Exciting 'Side Effects' Of The Mobile Payment Movement

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Tags: FinTech

16 Tips For Creating A Personal Or Business Financial Plan For The First Time
Forbes
April 21, 2022
Planning ahead is always smart. Financial planning charts your course for a more successful business, retirement, and future. It comes in many forms, but all have the same purpose - to help guide you to success no matter your goals.

If you are thinking about your retirement, new business venture, estate, everyday finances, or perhaps your kids' advanced education - and who could not given this unrelenting inflation - check out this post.

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Tags: Business Strategy, Finance, Education

14 Practical Steps You can Take Now To Prepare for Inflation In Retirement
Forbes
April 20, 2022
Retirement. It's coming. Are you prepared? How about the effects of inflation on your nest-egg? Inflation limits the purchasing power of your nest egg and can leave you "short".

I joined some colleagues at the Forbes Finance Council in recommending some steps we can take to prepare for inflation's impact on our retirement plans.

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Tags: Leadership, Finance

14 Smart Strategies To Safeguard Your Business From Unexpected Financial Setbacks
Forbes
March 10, 2022
Every business experiences it at some point - some are more prepared than others. Financial setbacks come in a variety of forms and levels of impact. Forbes pulled together some perspectives from experienced financial leaders on how you can better mitigate the impacts on your business.

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Tags: Leadership

9 Smart Practices To Ensure Accurate, Timely Financial Reports
Forbes
February 14, 2022
Everyone loves to balance the checkbook right? Accurate and timely financial reporting generate much of the same enthusiasm but are critically important to gaining insight on your business. Check out these thoughtful perspectives on smart practices in financial reporting.

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Tags: Entrepreneurship

11 Essential Steps Every Business Should Take To Prep For Tax Day
Forbes
February 11, 2022
Taxes are not your enemy! Sure, they are a necessary evil, but if you plan properly, you can mitigate the impact by taking advantage of every possible credit, deduction, exclusion, etc. Check out these ideas from Forbes Finance Council members.

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Tags: Entrepreneurship, Finance

15 Helpful Brand-Building Social Media Tips For Financial Advisors
Forbes
January 18, 2022
Social media is big - and getting bigger. Like any tool, however, it should be used wisely and properly for fear of causing more harm than good. These financial leaders offer some perspectives on how you can improve your use of social media to grow your financial services business.

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Tags: Social

14 Smart Strategies That Can Help Anyone Retire Earlier
Forbes.com
November 22, 2021
Retiring comfortably is a major goal of many in the workforce, and these financial experts provide a selection of strategies you can implement to help you retire earlier.

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Tags: Health and Wellness

10 Savvy Ways Brick-And-Mortar Stores Can Compete With E-Commerce
Forbes.com
November 16, 2021
Bricks & mortar businesses are getting hit hard by the e-commerce wave. In this article, we offer savvy ways stores can compete with online platers.

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Tags: Entrepreneurship

11 Tax Credits and Exemptions Every Business Owner Should Know About
Forbes.com
October 27, 2021
Offers insights into tax credits and exemptions available to business owners.

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Tags: Entrepreneurship

Setting Up A 401(k) Program For Your Team? Consider These 14 Important Factors
Forbes.com
October 06, 2021
Highlights factors employers should consider when setting up a 401(k) benefit plan for its employees.

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Tags: HR

15 Expert Tips to Help New Business Owners Build Their Company Credit
Forbes.com
September 09, 2021
New businesses struggle with cash flow and securing credit. This article provides some tips on how to build a credit history to help businesses be more successful.

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Tags: Entrepreneurship, Mergers and Acquisitions

Considering Full-Time Freelancing? 15 Important Financial Tips to Remember
Forbes.com
August 25, 2021
Financial tips for those considering becoming full-time freelancers.

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Tags: Entrepreneurship

14 Ways to Improve Your Business’ Financial Picture in a Remote Work World.
Forbes.com
August 19, 2021
The pandemic accelerated a work-from-home culture. This article contains some recommendations for businesses facing a remote work world.

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Tags: Mergers and Acquisitions

Upcoming M&A Deal in Your Stock Portfolio? 13 Finance Experts Share Tips.
Forbes.com
August 17, 2021
Tips to consider when an investment in your portfolio is considering an M&A deal.

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Tags: Mergers and Acquisitions, Finance

14 Best Practices to Help Business Owners Manage Cash Flow.
Forbes.com
July 27, 2021
Cash Flow Management Best Practices

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Tags: Business Strategy

1 Webinar
Future-Proof Your Annual Plan with Operational Leadership Insights
Cherry Bekaert
September 19, 2024
The process of annual planning at the strategic and operational level to enhance business success. This webinar engages with two experienced CFOs to get an understanding of real-world experiences in planning.

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Tags: Business Strategy

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