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Bill Shenkin

Family Office Practice Leader, Numera — formerly CeFO

Bill Shenkin, CPA, Family Office Practice Leader at Numera

For forty years, Bill Shenkin has been the CFO for families and the businesses they own — through growth, transition, and sale.

He leads Numera's family office practice. Clients know him from CeFO, the firm he has run since 2000, now part of Numera. He is the senior lead on every family office engagement.

What he does

Family office leadership. Interim and fractional CFO work. Deal structuring, capital strategy, and the investor conversations that come with both.

He served as acting CFO for National Geographic's IMAX ventures, and worked alongside the governor of Colorado on the financials that brought the Colorado Rockies to Denver. His clients have ranged from global fitness chains to individual artists, across real estate, sports, entertainment, and transportation.

How he works

Bill has guided capital raises, acquisitions, restructurings and generational handovers. What clients tend to mention is what happens afterward. He stays close long after the deal closes.

Beyond the practice, he is treasurer of the USA Triathlon Foundation's board of directors and serves on the tax committee of the National Small Business Association, a 65,000-member organization — meeting with members of Congress in Washington to advance tax legislation for small businesses.

He is a registered CPA with a master's in accounting, and he was named CEO of the Year in 2018 and one of the Denver Business Journal's Top 40 Under 40 in 1999.

The biggest financial decisions in a family's life deserve someone senior who actually stays.

40+ Years as CFO to families and the businesses they own
D.C. Where Bill meets with Congress on the NSBA's tax committee, advancing small-business tax bills
$1B+ In client net worth advised and capital raised

Leadership

  • Family Office Practice Leader, Numera
  • Formerly President, CeFO
  • Treasurer, USA Triathlon Foundation Board
  • Tax Committee, National Small Business Association

Focus

Credentials

  • Certified Public Accountant (CPA)
  • Certified Information Technology Professional (CITP)
  • M.A. in Accounting, Florida Atlantic University

Firm

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