We welcome you to call, email or stop by for a cost free and risk free analysis of the Tax Credit opportunities available to you. We are located in Alpharetta, east of GA400 at exit 10.
We hope to hear from you soon.
Our Experts at Wallace
Ray Wallace »
Founder & CEO
While attending Georgia State University, Ray Wallace received his CPA Certificate (now retired) and immediately continued his career as an entrepreneur. Over the next 25+ years, Ray was a partner with small CPA firms and guided a few other businesses. For the last 10 years, Ray has guided WALLACE to success, growing the company every year but one, including becoming the 261st Company on the Inc 500 fastest growing companies in America.
Ray is active in the GA State University Entrepreneurial Society, speaking to students often. In addition, he has been the judge for GSU’s business plan program honoring the best business concepts and plans by GSU students. This includes current awards of $10,000 and $5,000 to the winners.
Ray is a long-time elder at Christ the Shepherd Lutheran Church and Open Arms Day Care Center.
Ray just celebrated 36 years of marriage to his wife Margaret and is reveling in their 3 children (all grown) and their 14 grandchildren.
President
Peter joined WALLACE in September 2001 as Vice President of Business Development. For six years, he managed all Sales and Marketing activities for WALLACE before becoming President in January 2008.
In his role as President, Peter tracks the legislature and how tax laws are changing. He advocates on behalf of his clients, testifying before the legislature as a voice for business and in support of training tax credits.
Peter is a member of The Georgia Chamber of Commerce and currently sits on their Taxation Committee. Peter is also a member of the Georgia Economic Developers Association and currently sits on their Public Policy Committee.
In his 9 years at WALLACE, through close client project involvement, Peter has become an expert in the training tax credit business. He has helped WALLACE grow from a small organization, specializing solely in the Georgia Retraining Tax Credit, to a full service Georgia Tax Credit Company, achieving INC 500 status in 2003 and the US Chamber of Commerce Blue Ribbon Small Company Award for Georgia in 2008.
Before joining WALLACE, Peter spent six years as a top producer for New Horizons computer training center in Atlanta, learning the technology training business and providing solutions for many of Georgia’s top companies.
After graduating in 1991 from Rathmines College of Commerce in Dublin, he spent four years in the aviation industry as a Buyer for Airmotive Ireland, before moving to the USA.
Peter is an active member of the Vistage International Leadership Organization.
Peter lives in Johns Creek. He is married with 4 children (all boys) and according to his wife is fanatical about coaching kids’ soccer.
Vice President of Operations
As Vice President of Operations, Diana McFall leads WALLACE project managers and financial analysts in ensuring the integrity of all client data for the Georgia Retraining Tax Credit. She sees data integrity as having two components—security and accuracy—and her role makes her responsible for protecting both for her clients.
Her background includes extensive experience in technology and data security. Hired by a newspaper to transition that organization from linotype to computers, she recruited and led a technology team to create the plan, implement the technology and train the organization to efficiently implement the change. She spent seven years with the newspaper, leading that team as it continued to play an integral role in major technology changeovers and reorganization.
Diana also spent 16 years as a partner in a successful small business startup in healthcare, establishing the operations management skills she relies on to ensure data accuracy and quality control at WALLACE. In that role, she was responsible for building the business, recruiting and training staff and assuring adherence to OSHA standards.
Diana gained her training experience in four years as an Account Manager at New Horizons Computer Learning Center before joining WALLACE in 2002. At New Horizons, she set up onsite training programs nationwide, learning the building blocks of training and what different elements actually cost a company in terms of resources and dollars.
She holds a BS in Psychology from Georgia State University.
Vice President of Business Development
Bob Caron is WALLACE’s Vice President of Business Development, responsible for sales, marketing, and new business development. In this capacity Bob leads the sales and marketing team in growing WALLACE’ offerings in Georgia, and in establishing new lines of business outside of Georgia.
Bob came to WALLACE in 2007 after nearly 20 years in the paper industry. Bob spent most of his career in technology development and operations support. Most recently, he served as TAPPI’s Vice President for the pulp and paper business unit. In this capacity Bob oversaw the development of new & improved product offerings and member services to enhance manufacturer competitiveness through innovation, improved operations, and skill and knowledge development.
Bob holds a Master’s Degree in Chemical Engineering from the University of Toronto, and a Bachelor’s Degree in Applied Chemistry from the University of Waterloo.
Director of New Business Development
Kris Krohn has been a Director of New Business Development with WALLACE since 2008. He quickly became a major contributor by obtaining new service agreements with Hormel Foods Corporation and Honda.
Before joining Wallace, Kris was a founding partner in Falcon Solutions LLC, where he was the Vice President of Sales and Marketing from 2001 through 2007. He was instrumental in driving revenue from 0 to 12 million during his tenure and developing worldwide markets in Malaysia, Singapore and China. During his tenure with Falcon Solutions the company was cited twice by Entrepreneur Magazine as one of America’s Hot 100 Fastest Growing New Businesses.
Kris received his B.A. degree in Public Justice from the State University of New York at Oswego.
Sr. Project Manager
Mary Abernathy, BBA, MBA, is Senior Project Manager at WALLACE, and has been with the company in a Project Manager capacity since January 2006. In her current role, Mary is responsible for setting the course for client projects, ensuring they follow that course closely and that the results meet client expectations. Her duties also include training analysis and working with high level professionals in many different professional arenas to maximize their training credits.
Mary has a diversified background and a wealth of professional experience in many industries. The common thread, however, is training. She’s always had a passion for it and has been a Part-Time Instructor in the J. Mack Robinson College of Business Administration at Georgia State University teaching in the Real Estate and Urban Affairs Department since 1992.
Prior to joining WALLACE, Mary worked for Troutman Sanders LLP in the IT Department as Training Manager and Manager of User Services and Support. She also served in the HR Department as Human Resources Development Manager. While at Troutman Sanders, Mary was instrumental in creation and development of the Atlanta Legal Trainers Development Group, a collaborative network of legal trainers, and served as President from 2001 through 2003.
Mary’s training experience also includes extensive IT application and software training and development as Area Instructor Manager, Training Center Business Manager ,and Lead Technology Instructor for CompUSA.
Prior to moving into the IT training field, Mary was an independent commercial real estate appraiser, developer, and consultant for eighteen years. She assisted with the redevelopment of the Summerhill neighborhood in Atlanta prior to the 1996 Olympics and served as Executive Director and Broker-in-Charge of the Summerhill Real Estate Company, a company she established for the purpose of obtaining in-fill properties for redevelopment in the area.
Mary received her Master of Business Administration from Campbell University, in Buies Creek, North Carolina, and her Bachelor of Business Administration from Georgia State University. She has completed extensive appraisal coursework through The Appraisal Institute. Mary is currently a member of the American Society of Trainers and Development and is pursuing the Certified Professional in Learning and Performance (CPLP) designation.
Project Manager
Lee Edenfield has learned from his 10 years as a Project Manager in the banking and finance industry that there are three keys to success. These are: an ability to communicate, an ability to set expectations and the skill to deliver projects in a way that satisfies internal and external customers. In his role as Project Manager at WALLACE, Lee relies heavily on his experience at HomeBanc Mortgage Corporation, where he gained a thorough knowledge of process re-engineering. As AVP, change management, he developed workflow processes and back-end gap analysis that allowed the company to improve mortgage sales process ROI. He also developed and conducted point-of-sale training for 400 sales people in the sales processes he developed.
Also at HomeBanc, Lee served as a corporate trainer. In that role, he analyzed default processes and procedures and re-engineered the processes to contribute positively in terms of revenue. He tested the re-engineered process and developed and delivered training to implement it.
His combined process-engineering and training expertise allows Lee to create value for WALLACE clients by recognizing where a training program fits into the company and what the full cost of implementation is. Additionally, through his process-engineering background, he’s also developed an instinct for recognizing potential project issues and addressing them before they arise.
Lee is currently completing ISO 9001 and 14001 classes at Georgia Tech. He is a Six Sigma Yellowbelt and has a Train the Trainer certification from Langevin Learning Services.
An Atlanta native, Lee resides in Decatur, Ga. He earned his B.A. at Presbyterian College and enjoys hiking, adventure racing and spending time with family and friends. Lee is active in his community, supporting The American Cancer Society and Habitat for Humanity.
Project Manager
Ann Bailey had been working within the learning and development arena for over twenty years. She began her career as a technical trainer, then moved into change management and leadership development. During her tenure with Verizon, she implemented the award winning Building Leaders Program for leadership development in call centers. She most recently served as the Director of Learning and Development for LeasePlan USA, designing and developing training and development programs for 500+ employees by creating LeasePlan Academy.
On top of her presentation and development skills, Ann has implemented national and international projects for KPMG, Verizon and LeasePlan. Her attention to detail and people skills have proven great assets in completing these projects on time.
Ann has completed her MBA with Reinhardt College. She acts as a volunteer Associate Trainer for EQUIP ministries, where she leads non-profits and Christian based organizations through organizational development seminars and train-the-trainer programs. She also acts as an HR committee member for the Atlanta Children’s Shelter. In her spare time she is a calligrapher and a muralist.
Project Manager
Dan has spent over 16 years in the training arena. The majority of that time has been spent as a classroom instructor and courseware developer. Dan started his training career with IBM, in the Retail Training Division helping Sales Reps learn new products. From there, he moved into the Technical Training area. Dan taught a wide range of Microsoft and IBM software classes and developed courseware for these classes. He spent 5 years as a Training Manager, as well. Dan spent 4 years at SkillSoft learning the technical side of the training business. As an Application Engineer, Dan was responsible for the implementation and integration of enterprise LMS systems.
Through this diverse experience, Dan has developed an intimate knowledge of the entire spectrum of the training process. From analysis, design, delivery and follow up, Dan has been involved in all phases of training. His background provides a solid foundation for finding all the costs associates with your training initiatives.
Dan is a native Atlantan and currently lives in Dunwoody. In his spare time he enjoys running , tennis and golf.
Sr. Financial Analyst
Angela Rogers is a Sr. Financial Analyst and has been with WALLACE since 2004. Her combination of finance and training expertise helps her see the big picture for Wallace’s clients.
Relying on knowledge gained from 7 years in finance at a software training company, she’s able to tease out the key information needed to maximize her clients’ training tax credits.
In her tenure at the software training company, she gained a thorough knowledge of the variety of training types and how to recognize expenditures for those types of training. This enables her to find all the dollars the State will approve as allowable training expenditures.
In her role at Wallace, she also maintains relationships with CFOs, Controllers and other finance personnel to secure the right information to tie her clients’ investments back to State-approved training.
Angela describes her work as a “puzzle” that she works with Wallace’s project managers. “I have pieces and they have pieces and we put them together to get the best possible credit for our clients.”
Angela is also an active member of the community, where she works with the Alpharetta Relay for Life and various other charities.
Financial Analyst
Jordan Lang is a Financial Analyst with WALLACE. In this role, he is responsible for securing all necessary data to maximize tax credits and minimize risk and liability for his clients.
Jordan is an expert in zeroing in on data that supports the true cost of clients’ training programs. He works closely with Finance and Human Resources Departments, gathering the records necessary to ensure accuracy and quality of all tax credits. He then analyzes and organizes the information to make certain that all trainees are qualified and all credits are clean.
Jordan attended Louisiana Tech University, where he earned his MBA and BS in Economics. He spent the next two years in the banking industry working for BB&T and SunTrust Banks before joining the Wallace team in 2007.
Financial Analyst
Diane Adcock spent 12 years with a large telecommunications company before coming to WALLACE. The bulk of her telecom tenure was spent as a Contract Administrator. In that role, she saved millions of dollars for her company by reconciling vendor accounts. Reconciliation often required going back years into old records, sometimes on old accounting systems the company had retired.
This skill of digging for clues Diane learned in account reconciliation serves WALLACE’s clients well. She uses her skills like a detective, relying on her experience and instincts to track down exactly the information the state looks for to grant her clients the largest possible tax credits.
Like many of WALLACE’s experts, Diane combines training experience with her financial analyst skills. In her telecom Contract Administrator role, she also created materials and delivered training on new systems to her internal team and outside contractors.
Diane lives in Georgia with her husband Alan and son, Travis. When not working, Diane enjoys spending time with family, scrapbooking and traveling.
Office Manager / HR
Beth Dickman is an Office Manager/Human Resources Administrator. She joined WALLACE in September 2009. Beth’s previous experience includes 12 years in Office Administration and Human Resources for a national law firm in Atlanta. Beth is active in her community and church. Beth lives in Cumming with her husband Andrew and four children.
Director of Information Technology
Kevan Wallace is the director of information technology for WALLACE. Kevan attended Kennesaw State University and is a Microsoft Certified Professional. He has extensive experience in information management including areas of programming, information security, networking, database management, and systems administration. Kevan is an avid photographer who has won several awards for his photography. He and his wife Rebekah have four children.
Manager of Sales and Marketing
Jeremiah Becker is the Manager of Sales and Marketing for WALLACE. In this role, Jeremiah coordinates all aspects of marketing, including branding, advertising and events, as well as product research and development. Prior to starting in his marketing role, Jeremiah spent five years as a Financial Analyst with WALLACE. Jeremiah spent four years in Account Management with ACTS, Inc.
Sales and Marketing
Jillian Banda holds a Bachelor's in Business Administration with a concentration in Marketing from Georgia State University. She is goal driven, energetic, creative, and very passionate about Marketing. Jillian has had over three years professional business experience for a local private equity firm, as well as a few years experience in marketing and graphic design work.
In her free time, Jillian can be found on the tennis court playing on the ALTA and USTA tennis leagues. Jillian loves spending quality time with her friends and family.
