Cannabiz Credit Association

Let’s elevate the cannabis industry toward better business. 

The Cannabiz Credit Association is the primary, member-based organization that advocates for better business practices and credit standards for cannabis creditors nationwide. The CCA believes that through the sharing of data, we can empower cannabis businesses to make better business decisions and raise the bar for extending trade credit. 

Trust. Transparency. Transformation.

www.cannabizcredit.com

Founder

CannaBIZ Collects

As Founder and Managing Partner at CannaBIZ Collects, Brett Gelfand operates the nation’s first and leading cannabis-focused collection agency. He is passionate about advancing the industry forward to protect good actors from the bad in the cannabis industry. 

While helping clients recoup their outstanding accounts receivables is his core mission, Gelfand takes great pride in his leadership role towards improving credit and collection practices in the cannabis industry.

CannaBIZ Collects has worked with over 1,000 companies and processed over $100M debt to date. 

CannaBIZ Collects is a no collect, no fee agency. 

"Grow Your Green. We'll Collect It."

www.cannabizcollects.com

Managing Partner

PAQCASE

As Co-Founder and CEO of PAQcase, Brett Gelfand is responsible for articulating and steering the vision of the company that created the world’s first gasket-sealed, child-resistant case for rolled smoking material. 

His responsibilities at PAQcase including high-level stewardship for partnerships with industry leading brands including Canopy Growth, ZigZag, Alien Labs, Justin Bieber’s Peaches, Seth Rogan’s House Plant, and Snoop Dogg’s LBS.

Brett sold his equity in PAQcase in April of 2022 to focus on other ventures. 

Premium. Preroll. Packaging. 

www.paqcase.com

CEO, Co-Founder

Colorado Product Services

Oversight of 60+ employees and 5 brands, including Jimi Hendrix edibles, Mountain Flower and Double Black Extracts. Maintained investor relations, built sales team, managed payroll/expenses, established financial budget/projections, led overall strategy, and helped grow the business from $0 to $500,000 in sales in less than 1 year.

Chief Executive Officer

Executive Vice President

Assistant to the CEO of a start-up cannabis wholesale company in the Western Slope of Colorado. Colorado Product Services owns a newly built 43,000 sq ft high-tech indoor grow warehouse, a 7,000 sq ft marijuana infused product facility, as well as a retail dispensary located in Carbondale, CO. Direct involvement includes: new product development, financial forecasting, budgeting, accounting,  social media marketing, web design, marketing campaigns, branding, equipment/packaging decisions, HR/ recruitment, management and oversight, investor relations, and sales strategies.

Executive Assistant

Protiviti

•Created risk analysis survey to identify key risk areas impacting client

•Automized team’s project log dashboard 

•Drafted planning and scoping memos for multiple audits

•Reviewed and tested over 12 controls for interim SOX testing

Strategy Consultant

Caterpillar Financial

•Initiated and designed the first market intelligence report for Cat Power group

•Organized and segmented industry research 

•Actively participated in various client and deal facilitation meetings

•Presented market intelligence report to Cat Financial executives and employees

Business Development

Student Managed Investment Fund

•One of twenty students selected in the 2014 graduating class to manage the $200K portfolio for the University of Georgia Foundation

•Prepared and presented buy/sell recommendations through fundamental analysis of equities 

•Actively watched and managed six securities in the technology sector

Technology Sector Associate

Leech Gary Asset Management

•Assisted in allocation and management of portfolios ranging from $500K to $50 million 

•Analyzed client portfolios, researched stocks, and pitched potential buy and sell opportunities

•Participated in weekly meetings to understand short and long-term strategy goals 

•Compiled reports comparing performance of ETFs and REITs

•Promoted new business by cold call sales

Intern

Campus Protein

•Expanded Campus Protein to the University of Georgia campus

•Supervised the distribution, inventory, and sales of workout supplements

•Managed three college representatives to sell and distribute products

UGA Division Manager

Craze Entertainment

•Entertained small to large social events including mitzvahs, concerts, fraternity and corporate parties

•Avg event cost ranged from $1,000 - $5,000 

•Responsible for the marketing, production, and management of the company

Owner

Managing Partner @ CannaBIZ Collects & CCA | 🌎 Travel | Innovative Disrupter | Helping companies collect their 💰

I’m driven by the challenge to build great businesses with great people to solve real problems. 

My career began in 2015 after being promoted to CEO of a vertically integrated cannabis company in Colorado, where I gained hands-on experience and deep insights into the industry.

Later, I co-founded a specialty child-resistant cannabis packaging business, where I served as CEO. In 2022, I sold my shares in the company, achieving a personal exit while the business continued operating independently.

Currently I’m the Founder & Managing Partner of CannaBIZ Collects, the nation’s first and leading cannabis-focused collection agency started in 2017. In this role, I work to support cannabis businesses in navigating the unique legal and financial challenges related to A/R and collections.

I’m also the founder of the Cannabiz Credit Association, the first trade credit group in the cannabis industry, where we provide tools for risk monitoring and credit assessments to help businesses make better financial decisions and manage risk effectively.

I earned a BBA in Finance from The University of Georgia, and today, I’m based in St. Petersburg, FL. I’m committed to exploring new opportunities, improving business practices in the industry, and mentoring aspiring entrepreneurs who are looking to make an impact.

Brett Gelfand

Pumped to be holding a panel with this amazing group of industry leaders on Thursday at 10:50am at #MJBizCon 2025. Let's catch up in Las Vegas this December 2 -5. Will be posted up at CannaBIZ Collects booth #7112.

See you at MJBizCon and use my 15% off discount code to attend: SPR25 Link to Registration: https://lnkd.in/djfR2YdB

Recovering unpaid 💰 and reducing credit risk for cannabis companies | Founder @ CannaBIZ Collects & Cannabiz Credit Association (CCA)

The NJ market is starting to feel the same collection pressures that operators in CA, MI, CO, MA, etc have been battling for years.

Glad to see leading brands in the state working with us to get ahead of the problem, and not wait for it to blow up. 

A proactive credit and collections strategy beats the reactive scramble that has become far too common in cannabis today.

View company: Cannabiz Credit Association

We’re excited to announce that Jersey Smooth has officially joined the Cannabiz Credit Association community!

Jersey Smooth is a science-driven, research-focused cannabis brand rooted in New Jersey, committed to producing premium, flavorful extracts and vape products with precision and care. Their “gold in = gold out” philosophy ensures they source top-tier flower and extracts, delivering outstanding quality in every product. 

Their portfolio includes disposable vapes, cartridges, and pre-rolls, all crafted for a smooth, richly flavored experience — whether you're chasing potency, purity, or terpene complexity. 

As a family-owned business deeply rooted in its local community, Jersey Smooth brings not just innovation but also warmth, dedication, and a commitment to wellness.

We’re proud to welcome their leadership, craftsmanship, and passion for elevating the cannabis experience.

#WelcomeJerseySmooth #CannabisExtracts #VapeInnovation #CannabisCommunity #CannabisQuality #CannabisIndustry #CCAMembers

Getting stronger every day to help push our industry forward. 

CCA provides the first and only way to check real-time credit scores and risk in the cannabis industry.

We’re excited to announce that Order.co has officially joined the Cannabiz Credit Association community!

Order.co is a modern, AI-powered procurement and finance automation platform that helps cannabis businesses streamline their purchasing lifecycle — from requisition to payment — with full visibility, compliance, and control. 

With Order.co, operators can:
- Eliminate manual ordering and invoice tasks with automated procurement and AP workflows 
- Gain real-time spend insights and enforce approval workflows to prevent out-of-policy purchases 
- Unlock flexible net-terms (30/45/60 days) for all purchases, improving working capital and cash flow 

Leverage AI sourcing to optimize supplier selection. The platform’s AI recommends cost-effective suppliers based on price, availability, and vendor reliability.

We’re proud to welcome Order.co’s innovation and strategic sourcing leadership to our association. They’re empowering cannabis businesses to scale smarter, save more, and operate with greater financial clarity.

#WelcomeOrderCo #CannabisProcurement #FinTech #CannabisFinance #CannabisOperations #SpendManagement #CannabisIndustry

Proud of the work our team is doing to uncover the gaps that rescheduling won’t fix. Tax relief is great, but without true credit visibility, cannabis operators are still playing with one hand tied behind their back.

Schedule III may remove 280E, but it won’t fix one of the cannabis industry’s biggest financial barriers — credit invisibility.

Even with potentially massive tax relief, most cannabis operators will still struggle to be seen by the traditional credit system. The major credit bureaus remain cautious about onboarding cannabis-related data as long as federal law hasn’t resolved the gap between state-legal markets and federal compliance frameworks.

And without credit reporting, improved cash flow doesn’t translate into better lending terms, lower interest rates, or stronger credit profiles.

In short:
 ✅ Better financials
 ❌ Still invisible to the U.S. credit system
Until federal banking reform addresses this gap, rescheduling alone won’t unlock true financial access for the industry.

📘 Read the complete analysis here - https://lnkd.in/gDH5pm2m

#CannabisIndustry #CannabisBanking #CreditReporting #ScheduleIII #CannabisFinance #CannabisBusiness #BankingReform

DOPE CFO Certified Advisors

Cannabis Accountant, CFO & Controller

The Virtual Accountant

Owner/President

SheEO™ 

SheEO is a global initiative designed to radically transform the way we finance, support, and celebrate female entrepreneurs who are creating new mindsets, new models and new solutions that are benefiting humanity. Five hundred radically generous women (called Activators) contribute $1100 in an act of #RadicalGenerosity to create a pool of capital of $500,000 that is loaned out to five women-led Ventures in their region, paid back into the fund over five years and then loaned out again, in perpetuity. Our goal is to have 1 million women globally supporting 10,000 female entrepreneurs with a $1 billion perpetual loan fund. Are you IN?

Activator

Cela Vie, LLC (Terry the Thankful Turkey)

Author

Murphy & Company CPAs, LLC

Partner

Director of Tax and Accounting

-Preparing, reviewing and auditing Income tax provisions under ASC 740 for a variety of clients in various industries
- Corporate spin-off transactions, Form 10 filing and recast financial statement auditing
- Interacting closely with clients to provide innovative partnership, S-corp and corporate tax planning, consulting and compliance services in a timely and effective manner
-Tax incentive calculations (e.g. Research tax credit and meals and entertainment deduction)
-Defending tax benefit claims before the Internal Revenue Service

Tax Manager

Ernst & Young

Aided in the research and compilation of documentation for R&D tax credits
Researched tax incentives for international joint ventures

Core Business Services/ Transaction Advisory Services - Markets Intern			       Summer 2010
Created Excel spreadsheets to track budgeting and priority client relationships
Generated a mailing list for a CDO study
Constructed monthly internal/external events calendar
Monitored and administrated social media project Facebook's EY Careers webpage targeted at recruiting talent and improving brand image
Organized topics agenda  and finalized details of a live web broadcasting
Developed a list of internal printed material inventory to address demand
Developed a service-line event sponsorship calendar

Tax Intern

Gary Letts MD, LLC

Implemented the operation’s bookkeeping system
Streamlined a systematic approach to A/P and eliminated significant late fees and penalties
Initiated an organized filing system
Retrospectively recorded and reconciled financial data
Managed company-wide accounting and reporting functions using QuickBooks Premium
Managed semi-monthly payroll processes for 10 employees and handle all HR-related employee files while exercising a high degree of confidentiality
Handled diversified A/P, A/R, and expense control procedures including bank reconciliations, purchase order verifications, cash receipts, disbursements, and preparation of bank deposits using Chase Quickdeposit system

Controller

Ginga Brasil Wholesale, Inc

Developed internal spreadsheets relevant to inventory levels  and client lists
Conducted a physical inventory count and adjusted records
Translated nutritional information labels from Portuguese to English to ensure compliance with U.S. Customs and FDA policies
Utilized QuickBooks Pro in data and invoice entry
Maintained clientele relationships through frequent communication
Assisted with warehouse operations during high-sales seasons

General Business Intern

I’m a financial expert with a career that spans from Big4 public accounting to entrepreneurship and leadership in the cannabis industry. I began my professional journey in the rigorous environment of Big4 accounting, where I developed expertise in financial analysis, auditing, and regulatory compliance. This experience provided me with a robust foundation and a comprehensive understanding of financial frameworks and best practices.

Driven by a passion for innovation and client success, I founded my own accounting and advisory firm. As a trusted advisor and CFO, I have been instrumental in enhancing clients' cash flows, streamlining internal processes, and navigating complex regulatory landscapes. My expertise includes interactions with Federal and State revenue agencies, the FDA, and the USDA, ensuring clients remain compliant while optimizing operational efficiency.

DOPE CFO Certified Advisor Solutions

Onboarding and Cleanup
- Onboarding and cleanup systems

Bookkeeping and Accounting
- Bookkeeping, reconciliations, payroll, HR, month-end close, cost accounting
- Month-end error correction and GAAP accruals
- Permanent audit trail

Financial Planning and Analysis
- Cash forecasting using our proprietary tools
- Capital needs templates and cash control systems
- Analytics for decision making, startup models, and tools

Tax Services
- Annual tax planning and solutions
- GAAP-compliant, tax-ready books

Advisory and Support
- Issue resolution to focus on product/brand
- Responsive, organized, timely, and accurate service
- Value-enhancing ideas for owners

Audit and Compliance
- Systems for error detection, audit readiness, internal controls, and risk mitigation
- Network of CFOs, CPAs, and resources

Business Management Benefits
- Enhanced management and easier access to capital
- Capability to withstand audits and add value at exit or M&A
- Increased cash flow and business growth
- Long-term stability and sustainability

Additional Skill Sets and Tools
- Tax resolution, audit support, advanced planning
- Cannabis-friendly banking, merchant services
- Compliance support for seed to sale and POS systems
- Insurance, performance improvements, valuations, and forensic work

Capital Raising and Assurance Services
- Due diligence, data room maintenance, investor introductions
- Compilations, reviews, audits, and pre-audit prep

M&A and Exits
- Pitch deck review, financial models, cap tables, entity structure, investor Q&A


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Brett Gelfand

Marcela Osello, CPA, MBA

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The Battle

Brett Gelfand

Marcela Osello, CPA, MBA

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Brett Gelfand's LinkedIn Performance

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