Our Team

Jim's goal is to make our world a better place one client at a time. Jim has reviewed thousands of business plans and worked with hundreds of companies throughout the US and Canada to improve their businesses and achieve their goals.

There are no magic wands, but Jim has had a chance to see first hand what works and what doesn't. It's human nature to learn more from our failures than our successes, and Jim is very fortunate to have had the opportunities to explore and learn from a wide range of both failures and successes from many perspectives. Wisdom comes with experience.

Jim has a passion for helping people achieve their goals, often far beyond what they ever thought was possible!

Prior to joining the financial services industry in 2000 Robert Gardner, CEPA, CFEd, was a successful business owner. His previous experience shaped his passion for working with business owners to help them fully understand the importance of several key planning areas that often are overlooked and helps those owners to implement the appropriate strategy to meet their goals.

Robert provides comprehensive exit/succession planning, key employee retention, employee benefits, executive benefits, and legacy planning services. He uses a discovery process to identify financial goals and objectives, analyze information, and evaluate options available to his clients in order to deliver customized solutions.

Robert received his Bachelor of Business Administration degree from the University of Texas, Austin. He has earned his Certified Exit Planning Advisor designation (CEPA), Certified Financial Educator designation (CFEd®), and his Life Underwriting Training Council Fellow (LUTCF).

Robert is a Founding Partner of Gardner Wallace Financial Solutions.

Darryl serves as President of the Board of Directors and a Business Advocate for Texas Consilium, Inc.

Darryl is serving his 4th term as an elected official on the Mansfield City Council, and he is actively involved on 8 separate boards including several state legislative committees. Darryl has also served for 3 terms as Vice President on the Mansfield Economic Development Corporation (MEDC) board. He has served as Vice President of the Mansfield Economic Development Corporation (MEDC) and is one of the original founders of the Mansfield Industrial Parks Association. Darryl is a member of the city’s financial delegation team presenting the annual city financials to the bond rating underwriters, S&P, Moody’s, and Fitch, in New York City.

Darryl is the founder & CEO of multiple corporations, and his training and certifications as Risk Manager, Certified Counselor and Risk Analyst are all aimed toward advocating for his client’s recommendations, best practices and strategies that dramatically increase profitability to improve their competitive advantage.

Darryl is CEO of Texas DFW Associates, a manufacturing “Industry Resource Advocate”, interviewing business owners and CEO’s, listening and learning about what they need to accelerate more profitable growth and serving as their advocate/liaison to surround them with the people who will “make them look like a genius”.
Serving as a business advocate to the manufacturing, distribution, construction, aerospace, and healthcare industries for over 3-decades, Darryl still has the first client he ever wrote back in 1983. He is especially proficient at introducing CEO’s to the availability of both government assistance and private resources that are aimed at supporting the Texas manufacturing sector to stimulate economic development to create thousands of new jobs locally.

Ritchie is a successful business leader who desires to help companies improve their financial performance by identifying opportunities to streamline their infrastructures utilizing both systematic and technological improvements. His extensive experience in process and discrete manufacturing, distribution, service and retail environments equips him with a broad range of knowledge and skills to help companies identify and develop a plan to improve their financial performance. Ritchie believes all businesses deserve access to the expertise that gives them the best opportunity to succeed and continue in their success.

Doug has a proven zeal for business development and has found success by eliminating roadblocks and spotting opportunities before anyone else. He believes strongly in analytics and tracking progress against goals but is more likely to find solutions by asking in-depth questions than by studying charts.

International business has played an important a role in his development. Early in his career he was responsible for a manufacturing plant in France and learned the importance of building relationships despite language and cultural barriers. He also forged a partnership with a Japanese manufacturer bringing their products into the US market place. In the words of a board member of the Japanese company: “I found that he was able to do business across borders and establish good relationships with my Japanese principals – no mean achievement.”

He has built global distribution networks for multiple consumer product companies and in one case achieved distribution in over 40 countries within the first 12 months. In all cases the distributor network put in place was built for long term success.

As an experienced business leader, Karen helps companies develop and implement strategy and reengineer processes to increase revenue, improve the bottom line, optimize client relationships, improve team performance and streamline procedures.

Karen has served as senior level project manager for global projects and coached large and small teams through process improvement designed to enhance the work environment, increase revenue and improve the bottom line. She is a strong leader, project manager, troubleshooter, problem solver, and efficiency expert. Her career experiences have provided a broad foundation of skills that make her uniquely qualified to assist companies with their growth, transition and operational improvement.

Phil is a human resources leader and business strategic partner with experience leading human resources in challenging business environments that value, trust, effective results, customer-focused, employee development and change management. He has extensive experience working with diverse industries and managed company employee benefit plans, employment law compliance, Supply Chain, SAP, ERP, ERISA, FMLA, COBRA, EEOC, DOL, risk management, ligations, mentoring and coaching managers, HR consulting, and conducting sensitive investigations. He has completed several HR company integrations with acquisitions, on-boarding, and HR shared services for multi-state locations.

Phil's personal and professional philosophy is to treat all with dignity and respect. He believes that developing teams that share core values of trust, integrity, and improved work performance, result in companies that create an environment for greater customer service, quality, team work, profitability, and employee satisfaction. His professional objective is to help companies improve their HR effectiveness and promote a better future by maximizing their most valuable asset: their employees.

Rich has been a constructive catalyst, a “game changer”, for thousands of executives and people managers who want to improve themselves as leaders, while favorably impacting the top and the bottom line performance of their companies. His energetic communication style is magnetic as he imparts his passion for identifying innate potential and genius within people, while clearing away the perceived roadblocks that hold leaders back from achieving strategic results.

Intensely motivated by nature, Rich executes to a vision to be an objective guide for leaders who expect brilliant performance not only from themselves, but from the individuals on their team.

Rich is an experienced session presenter who imparts relevant information, immediate value and an uncommon optimism with respect to the tremendous power the many human components within an organization have in determining its ultimate success. Serving a broad spectrum of business sectors, Rich delivers exceptional results in the areas of Leadership Development, Team Building, Employee Motivation, Executive Coaching, Interviewing Strategies, Communication, and Selling Skills.

Rich empowers individuals and teams with the knowledge and skill to improve productivity and career satisfaction, as well as be more effective when engaging with colleagues and customers.

After over 20 years as a Senior IT leader and hiring manager in Corporate IT, I Dennis now focuses on building incredible teams and managing/mentoring great technical talent. His broad experience and success has developed into a passion for exceeding expectations. Dennis helps to develop an attitude of pride and teamwork between candidates and clients, and he treat his clients like family – truly caring about helping them succeed!!

With more than two decades of facilitating, teaching, and most importantly, real-life, in-the-trenches business experience, Tom Allen, President/CEO of Opango, is dedicated to helping business professionals and entrepreneurs understand how to create a well thought-out executable business plan, a roadmap, to take their ideas and businesses to the next level. He has advised tech startups and established telecom business owners and executives to succeed where others have failed.

Comfortable in the boardroom and also on the factory floor, Tom has led teams at all organizational levels and across many industries. He takes great joy in their successes. Tom’s specialty is collaborating with his clients to install business infrastructure, leadership methods, and management processes to achieve self‐sustaining businesses that function smoothly, consistently, and profitably.

Phil is an author, educator, international speaker, business consultant/advisor … and a mentor to executives, entrepreneurs, and students. He has spent decades in the corporate world working for big corporations like Ford, GE, IBM, and EDS. He has also worked for several small companies and … even started his own companies. Phil has held a variety of positions, including COO, CIO, CAO and CEO. He is on the Board of Directors of 3 Non-Profit Organizations and serves as a senior mentor for 3 Innovation Centers … of which one of them is a Silicon Valley Accelerator.

Phil’s clients include some of the biggest and well-respected companies around the globe, including, GM, McDonnell Douglas (now Boeing), Caterpillar, Rolls Royce, British Aerospace, Alenia, LTV Aerospace (now Triumph), 3M, Xerox and Sprint.

EDUCATION/PROFESSIONAL TRAINING
• MBA, Executive Management
• BSIE, Industrial Engineering
• Unimate/Westinghouse: Robotics Engineering
• Maynard Association: MTM Analyst
• Past and Current Member of: IEEE, APICS, SME/RI, IIE, TSPE, SPHE, SDCE, CAM-i, AMA, and IMC
• MIT’s Forums: CISR, Learning Organization and Collaborative Technologies
• Adjunct Professor, Guest Lecturer at 11 Universities

PROFICIENCIES
Offering improvement suggestions for: Business, Operations, IT Management, HR Management, Culture, Employee Productivity, Effectiveness (HPO) and Involvement (TEI), SCM/Logistics and EH&S.

Offering manufacturing improvement suggestions based on the concepts and principles of: Lean/JIT/Kanban/Kaizen, TQM (not 6-Sigma), TPM, Cellular Manufacturing, Sustainability, Green, Conscious Capitalism, and ERP.

Core Competency: Offering several powerful and impactful workshops and seminars for Leadership and Organizational Development. Phil has the richest library of over 1000 modules to choose from for your customized workshops.

Other Competencies: Strategic Planning/Business Planning, Enterprise Transformation, Turnaround Management, Holistic Innovation, Creative Disruption and Growth Strategies

Mark is a Professional Business Advisor (PBA) with over 30 years of highly regulated design, development and operational expertise. His experience ranges from the design and manufacturing of integrated circuits, printed circuit boards, precision electronic and mechanical components and systems, to the design, manufacturing, and Certification of fixed wing and rotorcraft aircraft for Aerospace, Space, DOD, Industrial, NASA and global Commercial markets.

He has extensive hands-on Executive leadership and Interim CEO expertise of multi-company “turnaround” and “restructuring” expertise in which he has established strategic and tactical business and operational efficiencies, streamlining entire company business models and procedures for greater sustainable profitability.

Mark graduated from the University of Connecticut with a BSEE and is enrolled at Warren National University for his MBA. He is certified as a Professional Business Advisors (PBA), RAB certified to train and audit ISO9001:2000; 2002; 2004; 2008, Lean Enterprise by the Shingijutsu Company of Japan and by the National Institute of Science and Technology (NIST); as well as Toyota Production Systems, Six Sigma Champion, leadership and executive Coach, and multi-board member including chairman of the board.

Allen is an experienced aerospace leader with over 30 years’ working for world class OEM’s and Tier 1aircraft structures integrators such as Northrop Grumman, Eurocopter (now Airbus Helicopter) Vought Aircraft Company (now Triumph Aerostructures) and Zodiac Aerospace. A proven catalyst of change, Allen effectively led organizations through the 9-11 industry downturn and rapid industry recovery; he’s led performance turnarounds, cultural transformations and an international co production startup in China.

Utilizing a unique blend of skills, sage business acumen, the strategic application of technologies and his ability to develop high performance cultures rooted in continuous improvement methodologies; Allen has
transformed companies, drove the creation of competitive advantage and built shareholder value while exceeding customer expectations.

A multisite global operations leader skilled at leveraging big company training, processes and operations expertise and scaling best practices to small and medium size company budgets and resources to achieve results.

Allen has held key leadership positions as Chief Operating Officer, Vice President of Operations and General Manager for companies with revenues ranging from $40M to $960M and directed multisite global organizations up to 4000 employees. His experience spans a broad aerospace spectrum ranging from parts manufacturing, aircraft assembly, aircraft systems development & certification (thru an ODA) to aircraft completions and MRO.

As an experienced technology consultant, Gabe enjoys the challenge of discovering complex problems faced by his clients, and delivering process-oriented solutions that help them sleep better at night. His number one focus is to provide the correct and best technology solutions for his clients with integrity and honesty.

Gabe is the Business Growth Manger at Aldridge, a technology management, consulting, and outsourcing company that specializes in providing best-fit IT and cloud computing solutions to midsize organizations and small organizations that are growing.

With over 30 years of corporate leadership, Edwin has developed a well-deserved reputation for quickly assessing problem situations, applying solutions, identifying and developing good people, building team consensus, and executing strategies that provide strong, sustainable value. Edwin has served as a senior level operations and supply chain executive, interim manager and business strategy consultant in a wide variety of industries, both domestically and internationally.

An actuary for 40 years, Jack has spent most of his career with Foster Higgins and Johnson & Higgins, and served as Retirement Plan Practice Leader and Principle of the South Central Region. He enjoys the opportunity to present complicated actuarial reports to clients in a manner that allows his clients to make decisions that provide great benefits for the companies and their employees. — working with other professionals, such as attorneys, accountants, and investment professionals in a team environment to bring solutions to his clients consistent with their financial resources.

Brian has been in the Commercial Insurance and Risk Management Consulting business for 28 years. Many areas of risk can't be fixed with insurance, Brian works closely with his clients to lower risk, and lower costs associated with those risks.

As a third generation Agent, Brian sees where his clients come to him for three major reasons;
1) they are looking for someone that listens to their specific concerns and knows their business,
2) they are looking for creative ways to lower their overall cost of risk, and
3) they are looking for more of a consultant that works with them during the course of the year to lower their costs and not just use a bandage to fix a problem.

Stevie Dawn serves as Chief Leadership Officer at Stevie Dawn Inspires. In this role, she is responsible for developing and facilitating group training and individual executive coaching to organizations and individuals. She brings a variety of experience in the corporate, non-profit, and governmental sectors.

Stevie Dawn has owned multiple small businesses and specializes in Emotional Intelligence strategies for the workplace. She enjoys challenging people to change their workplace behaviors. Her educational background includes a Master’s Degree in Sociology from Wichita State University and a doctorate in Leadership from Colorado State University.

Douglas D Box is a Certified Family Business Advisor, author and public speaker based in Dallas, Texas. He is a frequent presenter at family business forums across the country as well as a guest lecturer at several universities on the topic of family business.

In 2005 he formed Box Family Advisors and began helping private families with succession planning, corporate governance, dispute resolution and family meetings.

In September of 2014 he published his first book, Cutter Frisco, about growing up on the Original Southfork Ranch. In October of 2016, he published a second book, Texas Patriarch – A Legacy Lost.

Doug brings personal experience to his understanding of family dynamics. As the youngest of four sons, he grew up and worked in a family enterprise all of his life. The Box Family controlled a number of public and private companies with interests in oil & gas, cement manufacturing and real estate. Following his father’s sudden death and a litigious four-year family ordeal, Doug led the sale of the oil and gas concern known as Box Energy Corp.

Doug attended college at the University of Texas at Austin. He received an MBA with honors from Baylor University in 2004 and a Masters in Dispute Resolution at SMU in 2011. He also holds the Certificate in Family Business Advising from the Family Firm Institute, which he completed in 2011.

Dan founded PMI Advisors (PMIA) in 2016 after recognizing a need for applying an organized project management approach to merger integration for mid-market companies. Prior to PMIA, Dan was the Founder and CEO of V-Rooms® Virtual Data Rooms, a 10-year-old company that provided a secure document exchange platform for thousands of transactions in the M&A industry. Prior to V-Rooms, for 15 years he was the Founder and CEO of Project Management Services, Inc., an Atlanta-based firm, that grew to a 150-person consulting firm, providing management professionals and systems to assist Fortune 100 companies with their post merger integration and other special projects.

Brandon stands at the forefront of revolutionizing the way business operations are leveraged: as a competitive advantage to the organization. A motivated leader and steward of real-time analytics in both mature and dynamic organizations, Brandon has facilitated and optimized approaches to product deployment, service network management, SLA management, and project execution. Brandon’s work in this area has led to annual margin growth of over 10% in environments of both increasing and declining revenue. Brandon has initiated scalable global processes and cadences in organizations, such as P&L management, revenue and expense recognition, project management and accounting solutions, and business intelligence, enabling both the selling and finance in organizations.

Since February 2016, Brandon Brumfield has been part of the US & Canada Services Leadership team, and the Global Services Operations Leadership teams, as the Director of Business Operations at Unisys. Prior to Unisys, Brandon served as the global leader of Business Operations as Senior Manager, establishing and leading the end-to-end services operations worldwide organization for the EMC Converged Infrastructure Business (VCE). Before EMC, Brandon held operations management roles at Coca-Cola and Lockheed Martin. Brandon is considered a thought leader within Business Operations across a multitude of industries, and regularly serves in speaking and presentations capacities as Dreamforce, TSW, and Field Service USA. Brandon holds an MBA and a Bachelor of Science in Mechanical Engineering.

Becky’s financial and business career includes over 25 years in various accounting, financial, tax, executive management, and operational roles in manufacturing and Big 4 public accounting. Becky also served as the Chief Financial Officer for an international publicly held manufacturer as well as being CFO for a privately held commercial HVAC manufacturer. Over the last several years, Becky has specifically focused on helping lower middle market business owners with special projects as well as assisting many of these business owners in selling their businesses. Through her specific analysis, Becky provides business owners with a perspective of their business and it's performance that many owners have never had the opportunity to see before. Her insightfulness has been instrumental to performance improvement and increased profitability for many of these businesses.

Becky graduated from The University of North Texas earning a BS degree in Business Control Systems and an MS degree in Accounting. She is a licensed CPA in the State of Texas and in addition holds the Series 7 & 63 securities licenses.

With more than two decades of experience, Donna has served as a strategic problem-solving asset for a myriad of Fortune 500 companies. The key to her success has been her ability connect with people and to help create a culture that fosters trust, communication and creativity. This produces satisfied employees which in turn, increases productivity. Donna rolls up her sleeves and becomes a part of your team, encouraging and challenging along the way.

Donna Clark is a John Maxwell Certified Speaker, Trainer and Coach. She offers keynote speaking, training and coaching that will foster a culture of leadership. Donna has spent 13 years in leadership positions in non-profit settings in addition to being the President of Team Focus. Her focus is on cultural leadership, identifying strengths and growth potential in the individual and in building productive and satisfied teams.

John is passionate about financial statements telling the accurate condition of a company. Too often, businesses with great products and services suffer because the decision makers were not given financial data in a timely, accurate, and comprehensive manner. Your financials are telling you a story about the direction your company is headed. This is just too important not to know. John reveals that direction through expert knowledge and experience. He’s been doing this for 25+ years, and he can bring those skills to your company.

Before John began his career in accounting, he flew for the US Navy, and he is a veteran of Desert Storm. He holds a Bachelor’s Degree from Lander University, and a Master’s from University of Missouri in Kansas City.

John has 33 years of experience in financial services, including 24 years as a trusted advisor for affluent families in the areas of multi-generational wealth management and philanthropic planning. His past experience includes several years of commercial lending to closely-held companies.

John earned the Accredited Wealth Management Advisor (AWMA) designation awarded by the College for Financial Planning. He is an active member of Wealth Advisor Institute, an organization of professionals engaged in financial advisory and wealth management services. John earned his Bachelor of Science in Business Administration from the University of Arkansas and majored in Finance.

Giving back is a priority – John is past president of the board of Junior Players Guild and sits on the board of Friends of WRR Radio. John enjoys spending time with his wife, Julie, and their two children along with enjoying golf.

Whether in Management or Consulting, Tyler excels at building and fixing all aspects of business operations.

Tyler’s executive leadership roles have spanned small and mid-size enterprises as well as large international organizations. He has spearheaded both P&L and operations performance turnarounds and has built operations from scratch in two high-tech start-ups.

He has consulted with 20+ companies, ranging from Fortune 500 companies to entrepreneurial businesses to improve business performance. Clients ranged from semiconductor and biomedical fabrication, to casket manufacturing and super-alloy production, to insurance processing, software development and cleaning services.

Tyler is a firm believer in a data-driven approach to improving business performance, utilizing a mix of process improvement tools and management expertise to best support client needs. He has implemented management tools and systems as well as performance metrics and dashboards in both for-profit and non-profit organizations to drive and measure results.

Tyler holds a BSEE from Duke University and an MBA from the University of Texas at Austin and is a certified 6-Sigma Black Belt.

James Deets is a Senior Director at Alvarez & Marsal in Dallas. He specializes in executive compensation, employee benefits, payroll tax and qualified retirement plans, with an emphasis on tax compliance. He has managed the benefits and executive compensation components of mergers and acquisitions, including the applicability and impact of the golden parachute rules.

James earned a law degree with honors from the Baylor University Law School, where he served as Assistant Managing Editor of the Baylor Law Review. He earned a bachelor’s degree in mathematical sciences from Baylor University.

Kevin is a proven Supply Chain Optimization and Process Improvement Leader with an established record of success helping both large and small companies improve processes, reduce expenses and maximize company valuation. Through Kevin's associates who work with all types of companies and non-profits, Kevin can save clients money by reducing overhead expenses in over 40 different categories. Kevin accesses his team of more than 650 consultants and analysts worldwide that review specific expense categories and can provide intimate “insider” knowledge. Kevin helps organizations get better value from supplier relationships without any sacrifices in quality or service. Kevin is committed to helping clients maximize the value in their supply chain.

Kenni Driver is an experienced marketing executive who founded Marketing Uplift to work closely with small and mid-size companies to help them solve problems, reach a broader base, expand their knowledge, elevate revenue and results and fulfill their goals and potential. She has successfully worked with manufacturing, software technology, education and publishing companies to assess their needs, set strategy, develop strategic plans, execute plans and measure results. Kenni’s passion to grow companies has led her to increase the revenue at dozens of companies and help take two public. She has branded and launched more than 60 companies and products; has secured thousands of articles and reviews and has won more than 250 prestigious awards for companies. Kenni has participated as an industry judge, a featured industry speaker and a guest speaker at universities. She is a published author and the recipient of international writing awards in the area of marketing.

Elyse Eriksson, a seasoned entrepreneur, MBA and Certified Global Business Professional has created a seminar, workbook and e-learning series to assist companies with their exporting needs that provides an exceptional roadmap to profitable exporting.

Exporting is the wave of the future but can you solve The Riddle of the Exporter™? The Riddle of the Exporter™ is a unique 8 Step Process created by Elyse to help companies with their exporting challenges. The program is available in a variety of training formats including a new e-learning game, and has been presented to audiences throughout the U.S., Guam and Puerto Rico to rave reviews.

Carl Forsythe recently retired as CEO of Globe Composite Solutions, LLC, following the sale of the company to ESCO Technologies, Inc. (NYSE: ESE). He held that position since he led the acquisition of the Boston-based defense and industrial design and manufacturing company in 2004.

Carl began his career at Ford Motor Company and shortly thereafter was involved in helping turnaround banks and other financial institutions. He has held numerous executive positions at both private and public companies and has been involved with over $9 billion of mergers and acquisitions, the most recent was the sale of SharePlus Bank, a publicly-traded Texas-based commercial bank in October 2014.

Mr. Forsythe is a board member to STARC Systems, a Brunswick, ME early stage company that fabricates temporary wall containment for renovations within healthcare, education and commercial construction projects. He is a former board member of SENEDIA (Southeastern New England Defense Industry Alliance), NEBA (New England Business Association), iCracked, an Silicon Valley-based PDA lifecycle management company and Rebel Coast Winery, a fast-growing countercultural California-based wine company. Carl also serves as a member of Cornell University’s Entrepreneurship Advisory Council.

Carl holds a BA degree in biochemistry from Columbia University and an MBA in finance from Cornell University. Carl and his wife, Sandy, reside in Dallas TX and have three grown children.

Eric Gachelin is an accomplished corporate professional who has held leadership and organizational development positions with Fortune 500 multi-national companies in the United States and Europe. Eric’s responsibilities have encompassed key roles in Human Resources, Manufacturing, I.T., Finance, Marketing, and Sales.

While implementing team-based high-performance work systems, Eric developed a passion for transforming organizations to ignite the vast creative potential of teams and individuals. Recognized for his abilities to analyze organizational structures and develop action plans tailored to challenges of individual companies, Eric also provides management coaching, instructional design, and training to support culture change, increase engagement, and improve business outcomes.

Eric holds a B.S. from Carnegie-Mellon University, and is accredited as a Senior Professional in Human Resources.

Chris is the owner of Sales Acumen Consulting, LLC located in Dallas, TX where he builds world class sales processes and organizations. Chris has a demonstrated successful career with both sales and operational experience at all levels. Through his unique blend of roles with smaller entrepreneurial, mid-sized and large corporate companies, he has proven success in driving results.

Chris possesses keen insight and expertise in sales, business development, sales management, marketing, acquisitions, product development, distribution, training, P & L management, budgeting and team building. Chris is a leader, innovator and change agent who has developed razor-sharp skills to help your company achieve record breaking sales.

Compass is a Sunbelt-based leading U.S. banking franchise and ranks among the top 25 largest U.S. commercial banks based on deposit market share. Lisa started her banking career in 1983 and joined BBVA Compass in 2004. Her current responsibilities include managing a team of commercial bankers that are responsible for a $300MM commercial loan and deposit portfolio.

Lisa was named to the BBVA Compass 2010 Pinnacle Club and one of her team members was named to the 2016 Pinnacle Club. Lisa graduated with a Finance Degree from the University of Texas at Arlington.

Danny Hendrix is a C-Level executive providing transformational and servant leadership to start-up, struggling and high growth organizations. He is strategic and innovative with exceptional supply chain, operations management, lean manufacturing and team development skills. He is a change agent that thinks outside the box and mentors teams to create a continuous improvement environment. Danny has six years of management/operations consulting experience and 30 plus years of corporate management experience that includes serving as the President/CEO of Legacy Measurement Solutions (J-W Measurement Company) in the Oil and Gas Industry were he transformed an habitually unprofitable company into a thriving company where revenue grew by 58% and net income increased from (3%) to 12%. He has also served as the Vice President of Operations in several companies and was a key contributor in the startup of Dell Computer.

Harold has over 25 years’ experience in the consumer and industrial industry where he held Executive management positions with several world-class pioneering companies; Motorola, Samsung and Harman International. He also served as SVP Global Operations for AMX, LLC a global technology leader in video over IP distribution and electronic control systems.

He brings deep hands-on experience in operational due diligence and scale, product development (design processes, tools), manufacturing operations (supply chain, manufacturing, quality, outsourcing), sales operations (marketing, selling, CRM), customer service operations (order fulfillment, customer service, warranty), engineering/R&D Operations (NPI, Hardware, Software) and administrative operations (payroll, finance, IT, HR and legal).

Harold has a record of driving exponential revenue growth and profit by building and inspiring world-class multinational teams across global operations platforms by establishing best practices and institutionalizing operational and customer excellence. His depth and value add is working across all departments within a company and customers having the benefit and appreciation of career positions in; sales, marketing, customer service, engineering development, IT and operations.

Mergers, Acquisitions and Divestitures – Executed due diligence and purchase of seven synergistic companies (USA, UK and Canada) and fully integrated into AMX, which along with organic growth, positioned company for 2014 sale to Harman International for almost two times revenue.

Systems Integration | Change Management – Led full integration of acquired companies, including migration of ERP from Oracle to SAP and consolidation of procurement, manufacturing (owned and outsourced), global distribution centers and customer service. Also responsible for full integration and alignment for Engineering / R&D, Finance, Sales, Marketing and HR departments.

Larry is a results-driven executive with a bias for action, who brings over 25 years of experience developing and executing operating and financial plans. His focus on people, processes and systems has consistently resulted in meeting operating and financial goals, while exceeding customer expectations. He has in-depth industry experience managing operations and profit centers in the food, technology, consumer and third-party logistics sectors.

Larry is an experienced management consultant, assisting clients in the construction, retail, distribution, fabrication and manufacturing industries. He can help your company in a number ways including:

• Analyze and identify root cause issues affecting operating and financial performance.
• Create and implement plans to correct these issues and put your company on track to meet not only current goals, but to grow profitably in to the future.
• Develop the organization, and coach and mentor key employees to ensure a continuous improvement focus is in place.
• Implement communication programs to support key initiative success, and on-going organizational improvement.

Judy, President of Selling In A Skirt, has created a suite of workshops, seminars and coaching programs that take the negativity out of selling. Her 30 years in sales has given her both the knowledge and sense of humor about the gender differences that we should all understand and embrace instead of feeling unable to communicate. Judy’s is a true entrepreneur at heart with experience both in the Self-Employed and Corporate arenas.

Judy is the author of “Selling In A Skirt”, “Famous Isn’t Enough” and “Pure Wealth”, business books for Professional Women, Sales Executives and Entrepreneurs. She is the host of a weekly radio show on The Women 4 Women Network called Selling In A Skirt and is also featured as “The Gender Expert” on Fox News Radio. She has appeared on CNN Headlines, ABC, CBS, CW33 and Good Morning Texas and has contributed articles to major publications and appeared on the cover of Exceptional People Magazine.

Judy was awarded the Character and Integrity Award from the field of Insurance agents for her distinct and significant contribution to their success. She was recently named as a finalist in the Women of Visionary Influence Mentor of the Year. Her mission…to help women live the S.K.I.R.T. philosophy-Standing Out, Keys to Success, Inspiring Others, Results Oriented and Time Management…all while having fun.

Dr. Phyllis Hoffschwelle, owner and principal business advisor of DRP Business Consulting, is a well-respected business leader, with 20+ years industry experience, and considered an expert in business strategy, operational analysis, process improvements, and technology assessments.

Prior to starting DRP Business Consulting, Dr. Hoffschwelle was head of operations at SemantiStar, Inc., a software as a service (SaaS) based start-up focused on semantic technology solutions. She has also worked for various global technology companies such as Compaq Computers (HP), Lucent Technologies, Oce (Canon-Oce), and Xerox Corporation. In addition to starting DRP Business Consulting, she continues her work with IC2 Institute and The University of Texas in Austin as a technology assessment consultant helping to determine if global technology companies can make a successful entry into the U.S. market once commercialized. She has a true passion in helping small to mid-size companies achieve their vision.

Lawrence is the President and Founder of HOWORTH International, LLC, a multinational Interim, Fractional/Part Time and Project Management and Advisory Services firm based in Dallas Texas, USA. Lawrence has over 40 years of multinational business experience in multiple industries.

A private investor and business mentor, Lawrence has held senior executive-level positions including CEO, President, COO, CFO in several multinational organizations as well as interim, project and fractional executive management positions through his practice. He has co-founded two multinational start-up companies and has developed and managed businesses in over 25 countries.

A Canadian and USA Citizen, Lawrence is a Graduate of the University of Saskatchewan (Canada), College of Commerce and a CA/CPA (a member of the Chartered Professional Accountants of Canada), and alumni of KPMG. He has also been a panel speaker and lectured on multinational business development, growth, business structuring, entrepreneurship and various subjects at the University of Southern California, California State University, Long Beach and various conferences and has participated as a speaker/mentor with the Brazilian IBMEC Executive MBA program through the University of Irvine, CA, USA as well as the Congresso SixSigma in Brazil.

Lawrence is also the President and Founder of an affiliated company, Better World Products LLC, (www.BetterWorldProducts.com) an international procurement, logistics and distribution company.

Lawrence is currently active in several international-focused organizations: International Business & Trade Advisory Committee, Richland College, Richardson, TX (www.richlandcollege.edu); Chairman Emeritus International Business Council and current Board Member, Board of Directors, Frisco Chamber of Commerce, Frisco, TX (www.friscochamber.com); and Chair Emeritus of The District Export Council of North Texas (www.exporttexas.com/northtexas).

Lawrence has been active in several additional organizations: a mentor in the Independent Study and Mentorship Program for the Frisco, TX Independent School District (www.friscoisd.org); member, OCTANE (www.octaneoc.org) – supporting the development of biomedical and information technology in Orange County, CA; Tech Coast Angeles (www.techcoastangels.com) – investor and mentor for early/mid stage medical device, bio-technology, information technology, consumer products and other organizations – member of the TCA Board of Governors and Executive committee; Forum for Corporate Directors (www.fcdoc.org), Education Committee, including Chairing the development of the first Survey of Corporate Directors of Orange County, CA; Director, National Academy Foundation Board of Directors (www.naf.org); and Co-Chairman, Advisory Board of Directors, Center for Social Enterprise, Volunteer Center, Orange County, CA (www.volunteercenter.org)

Ken loves being a CPA, and he never "works!" After all, if you love what you do and the profession you're in, you'll never have to "work" a day in your life.

Over the years, hasn't your trusted CPA guided you financially, personally, and with your business decisions? Ken believes the CPA should be the primary source of tax savings for industry professionals and business owners. As a CPA himself, he loves bringing advanced tax strategies from other industries–including captive insurance–and presenting them from a CPA perspective, not as an industry salesman. One-on-one and through informative speaking engagements, Ken advises CPAs, attorneys, financial advisors, business owners, and family offices, along with M&A and insurance professionals.

You need to protect the business that you've built! Ken is passionate about helping industry leaders do just that. With over 20 years experience as a CPA specializing in advanced tax strategies, Ken has saved clients millions of dollars.

Ken enjoys giving back to the the community too – especially volunteering at his church and his three kid's schools. He loves spending time with his awesome wife and kids while jet skiing, snow skiing, and especially visiting MLB baseball parks (only 1 more to go). And just ask his friends and family…Ken truly believes a laugh a day keeps the doctor away!

Mitch is an operations, business process and quality improvement leader with a solid history of results delivery and internal capabilities development in both small and large business settings as well as across Manufacturing, Service, and Government industry sectors. His career includes 15+ years in Management Consulting … six years with Accenture Management Consulting where he served as Partner and Vice President of the Process & Innovation Performance business unit leading the operations for a growing practice of 45 management consulting professionals. Mitch joined Accenture as result of its acquisition of George Group; a Dallas-based management consulting firm specializing in the application of Lean Six Sigma (LSS) methods to facilitate process-driven business transformation and improvement.

At the core of Mitch's value to any organization is his ability to manage change, to align teams in support of operating plans that deliver against strategic business priorities, and to lead focused, disciplined execution of complex projects and initiatives. He takes great pride in his proven ability to foster relationships and to facilitate synergy at all levels within an organization. Prior to beginning his career in Management Consulting in 1996, Mitch spent 11 years with Lockheed Martin as an Industrial Engineer, Operations Manager and TQM deployment lead.

Mitch earned his BS degree in Industrial Engineering and Management from Oklahoma State University (OSU) and was a member of the Alpha Pi Mu Industrial Engineering Honor Society. He served as Vice President and Secretary for OSU’s chapter of IISE as well as Scholarship Chairman for the OSU chapter of Phi Delta Theta fraternity. Mitch earned his MBA in Operations Management from The University of Texas at Arlington (UTA) and membership into the Beta Gamma Sigma Honor Society for Collegiate Schools of Business.

Mitch is an accomplished LSS Master Black Belt (MBB) and has been recognized for his creativity and thought leadership contributions. He is a former recipient of the George Group President’s Award for Engagement Leader of the Year and the George Group Vice President’s Award for New Product Development Thought Leadership.

Mitch has made the DFW area his home since 1985. He recently sold his ownership and operations interests in a small business franchise delivering full service large format printing products. Today he manages a diversified investments portfolio and remains an active 4-year member of the OSU College of Engineering, Architecture and Technology’s Strategic Advisory Board.

Beth provides management consulting services driving top and bottom line results for your organization through more engaged and productive employees. Services include Human Resources strategic planning, executive coaching, leadership development, team building, employee engagement surveys, and assessments. Working closely with her client's CEO and Executive Team, she develops customized solutions for improving employee engagement, driving revenue, and lowering costs.

She gathers information at the employee level and increases communication from the bottom up and the top down. Tying employee focus and performance to the organization's strategic initiatives is integral to her process. She creates a "road map" to help you go from where you are to where you want to be.

Joe is a metrics driven, employee centric, business optimization leader with a specialty in start-up, organizational improvement, efficiency enhancement and turnaround opportunities. His passion and natural skill set is to create highly successful leadership teams, develop new business opportunities, uncover and fix complex, inter-disciplinary and cross-functional issues. Joe creates environments where people thrive and businesses excel.

Don’s career includes 20 years as a “C” level executive (CEO, President, COO) across several industries, including manufacturing, services, telecommunications and information technology. He has been CEO of both public and private companies. His experience includes start-ups, turnarounds, rapid growth, business improvement, acquisitions and raising capital. He has served on two Boards.

As an entrepreneur, Don built a start-up company to an industry leadership position, launching two new, patented products. He raised venture capital. In addition, he signed major multi-year distribution partnerships including Terminix, Home Depot and Lowes.

As Group Chief Operating Officer and President for a division of a Fortune 500 company, he led the rapid growth of three business units, quadrupling revenue to $100 million in three years. He implemented process re-engineering techniques to greatly increase margins. The organization grew to 2,000 employees in 60 locations. Direct reports included three presidents. Businesses were sold for a handsome profit for the parent company.

Don also served as President of the southern region for a $1 billion telecommunications company, where he grew revenue from $45 million to $150 million. He streamlined operations, resulting in a $10 million cost savings to the company, which contributed to increasing EBITDA/cash flow from $17 million to $57 million.

Don earned his MBA from Southern Methodist University in Dallas and his BBA in Finance from Texas Tech University. He also completed an Executive Development program at Stanford University.

Dorothy asks and listens, gets clear on where you are and what you want. She then helps you with the winning decisions that get you there. Reliably.

* Do you ever say "my people don't get it"?
* Does your cash-flow disappoint you? Does it "stink"?
* Is your company achieving the results you want?
* Is your accountability clear and simple, without the office politics?
* Do you have trusted people you can brainstorm with? People who have your back?

Dorothy helps our clients breath easier knowing they're not alone. That their problems are normal and fixable. And they benefit with allies who help them get or stay on the highway, and out of the ditch.

Lynn D. Krebs, PHD, CMI, is Company Director at Tax Advisors Group, Inc. out of Dallas where he provides leadership support in property tax consulting, operations, and business development. Prior to joining TAG, Lynn was Key Accounts Executive, Property Tax, with Altus Group US and Director of Technical Training at Ryan, LLC.

From 1994 through 2003, Lynn served the Institute for Professionals in Taxation (IPT) as Director of Education and Certification Programs. Lynn joined the IPT staff after working at Texas A&M University in the Real Estate Center as a Research Assistant.

Lynn received his undergraduate degree and Masters in Land Economics and Real Estate from Texas A&M University. He earned his Doctor of Philosophy degree in Higher Education from Georgia State University. Lynn is the Chair of IPT’s Advanced Property Tax Education Committee and is a Past-President of the Aggie Real Estate Network.

Ray is a Michigan MBA and Booz & Company trained and accomplished corporate strategist, operations transformation executive and certified LEAN expert with 20+ years' progressive experience in corporate leadership and management consulting across diverse industries, e.g. Financial Services, Healthcare, Manufacturing and Consumer. His areas of specialty include 1) strategic growth including organic and M&A; 2) LEAN operations; 3) Change Management.

Ray is currently the principal of NeoEdge Management Consulting LLC helping diverse clients on growth strategy and LEAN initiatives; Prior to that, he was Vice President of Strategy and Operations Excellence at Brink's Inc. where he led turnaround strategy and LEAN deployment to achieve 150% operating profit improvement in 3 years. Before that Ray worked as a strategy consultant helping Fortune 100 companies to drive performance improvement. A number of successful engagements yielded Wall Street Journal stories such as Walgreens' Growth, Sara Lee's Refocus, Volvo Truck Turnaround, etc. His many years of consulting experience makes him passionate about delivering measureable results for the clients.

Ray received his MBA from Ross School of Business, University of Michigan at Ann Arbor, a Master's of Science in Mechanical Engineering from Michigan Tech University and a Bachelor's of Science in Electrical Engineering from Tsinghua University, China.

Todd is a Global Operations Leader with experience developing high-performance world-class organizations. A visionary leader focused on driving positive business performance and operational excellence through a transformational hands-on leadership style. Providing strategic, innovative, and process-based solutions to maximize profitability and improve productivity. Diverse industry experience delivering low-volume/high-mix and high-volume commodity products to multinational customer base. Successful managing start-ups, turnarounds, and established organizations. Accomplished in organizational change management, global supply-chain management, Six Sigma LEAN BB Sensei, continuous process improvement, and aggressive cost reductions.

Throughout David's career in sales leadership roles at several national publications, he recruited, hired, trained and mentored countless people. He happily watched as several of his hires became successful leaders in great companies across the U.S. After working for some of the best companies in the world, he decided it was time to take those skills, strike out on his own and become an executive recruiter. He says it was one of the best decisions he ever made.

Early in his career, he met an executive recruiter who shared a story that stuck with him all these years. He had presented the “perfect candidate” to his client, someone who had been laid off by a key competitor. The CEO rejected his candidate and told him to go back to the competitor and convince the remaining team member to join his client’s company. He learned a valuable lesson at the time: always position yourself with the most desirable person for the job.

Since he founded PointClear Search, he has recalled that lesson many times. David and his partner, Roger Tremblay, have a guiding principle: always seek out the most desirable, best qualified candidates for a job. And they always keep these questions in mind: is this candidate the best fit for the company and is the company the best fit for the individual? Does this candidate have the skill set and the desire to excel in this job?

David has placed senior sales executives, media CEOs, Publishing CROs, and senior marketing executives. He has partnered with many clients whose core business is less familiar to us and still had great results. He has even filled the top job at the local boy’s hockey club for a friend. David and Roger continue to work to identify outstanding individuals who display a passion for what they do, a desire to do better with every step they take, and the character to lead. Their hallmark philosophies haven’t failed them yet.

David's career path led him to work in leadership roles in traditional media sales at The Wall Street Journal and Newsweek. He moved into the emerging world of digital media with Microsoft’s MSN. Nearly a decade ago he became a recruiter and found his true calling. He is an active blogger, a frequent contributor to LinkedIn and a regular guest on a podcast, Business Class News. Over the past few decades he has held board positions with the Dallas-Fort Worth Advertising Association (founding President), AAF Dallas and the UGA Alumni Association Dallas Area Chapter – DFW Dawgs. David was recognized by DFWAA for outstanding service with the Lifetime Achievement Award.

David Marlow has thirty years of experience with small to mid-size privately held companies. The majority of his time has been in manufacturing with a family owned business, Marlow Industries, Inc, winner of the 1991 Malcolm Baldrige National Quality Award. The company competed globally in military, aerospace, telecommunications, medical, industrial, and consumer markets.

As a Vice President and General Manager, he was responsible for business unit P&L, operations, major capital investment decisions, overseas business development, sales and marketing. His experience includes developing strategic plans, their implementation and financial success, managing rapid growth cycles, establishing overseas offices and distribution channels, license agreements, and off-shore manufacturing. He has extensive business and travel experience in Western Europe and the Pacific Rim.

Mr. Marlow understands the dynamics of a family owned business. He took a lead role in the planning and execution of the founder’s exit strategy and knows the importance of being “diligence ready” to accelerate time to market when selling a company.

Mr. Marlow has a BBA and EMBA from Southern Methodist University. He is a member of the Associate Board at the Cox School of Business – Southern Methodist University and involved in several business associations.

Luiz has built a career in Management Consulting helping clients worldwide with collaborative process enhancements for business transformation and management simplification for complex operations. He also advises in strategy, merger integration and general operations improvements, generating significant results in operational and strategic areas across a wide range of industries.

Bringing a unique combination of strong content knowledge and strong interpersonal skills, Luiz is an expert in the identification, development and implementation of solutions for his clients. Luiz holds a degree in Architecture and Urbanism and a MBA in Business and Finance. He is TQM certified from the Philip Crosby Quality College and is ISO 9000 series certified. Luiz is fluent in English and Portuguese.

Doreen grew up in an entrepreneurial family in the SF Bay Area. She was running 3 retail based, family corporations by the time she was 19.

Once the family divested, she went to work in the automotive industry maximizing profitability. She worked fixing broken companies and made them profitable again. What she learned was starting with the heads of the companies made lasting changes, turning a company from a $1.3M loss to a $300K gain in 18 months.

In her later career she worked for Fortune 100-150 companies turning around divisions, groups of stores with up to 350 employees. Results were from $500K loss to $500k profitability sustained year over year; and assisting another company to their first $1M net month!

She moved to working for herself doing the same work for service-based companies in 2010. Her passion has always been in making companies profitable. Understanding profits are not always the goal of the owner, which is often the fulfilling what profits can afford i.e. donations or community projects.

Now Doreen guides owners in scaling their companies and building net profits while becoming strong community leaders and collaborators.

Darryl has been successful at identifying and capitalizing upon business development opportunities and leading explosive organic sales initiatives in both emerging growth and turnaround companies. He has a strong P&L orientation and solid general operations experience in organizations generating up to $200 Million in annual revenues, with workforces ranging from 100 to 1500 employees. Darryl is adept at scaling and creating responsive operating infrastructures, while leveraging the firm's core strengths and resources to achieve profitability objectives in both favorable and unfavorable environments. He is a customer advocate skilled at building the type of relationships that improve long-term gross revenues, margins, and market share.

Darryl is currently a managing partner with Colvin Resources Group. Prior to that he was Director of Operations at Amazon where he opened a new facility in Haslet, TX and was Chief Operation Officer for I.D. Systems where he was responsible for corporate operations, marketing and Asset Intelligence Sales. Darryl spent over 23 years with GE, having joined GE through their Manufacturing Management Program. He is a certified Six Sigma Master Black Belt and held a number of roles within GE, from various leadership roles in manufacturing and services operations to Chief Operating Officer. Darryl earned a Bachelor of Sciences degree in Mechanical Engineering from Gannon University, Erie, PA.

Mark is a Business & Human Resources Strategic Consultant with strengths in Talent Management, Leadership Development and Coaching, Design and Implementation of Performance Management Systems/Processes, Compensation Plan design and Succession Planning. He brings more than 20 years of experience successfully leading and advising company and business leaders through all life cycle stages; from high growth to retrenching.

Mark’s efforts have resulted in aligning human capital strategies with business strategies and objectives, and coaching and developing leaders to be more effective, ultimately driving both top and bottom line financial growth. He has been seen as a key advisor to C-Level Executives for over 15 years. Mark has been through several M & A transactions on both the merger side and the acquiring company side.

Ron have over 30 years of senior financial executive experience working both with a Fortune 500 as well as small to mid-size privately-owned firms. His background with industry leading firms includes situations of rapid growth, turnaround, global operations, and foreign parent company reporting.

Ron is an audit alumnus of Arthur Andersen, where he began his career before migrating into Controller and CFO roles. Ron has industry experience in manufacturing, distribution, consumer products, and 17 years of recent professional services as CFO for two global architecture firms, Corgan in Dallas and WATG in Irvine, CA. As a strategic partner to the CEO, Ron has been able to apply concepts from other industries to improve operations and profitability. In 2009 he was a finalist for the Hawaii CFO of the Year Award.

Ron enjoys being able to engage challenges and implement creative solutions. Some of these projects have included the financial justification and break-even analysis for a headquarters expansion; a size-based plateau concept for overhead allocation; improved overhead control by re-categorizing the components; simplification and sophistication of the business planning process; creation of role-based portals and dashboards.

Ron also has extensive experience with creating financial reporting that presents visually appealing key metrics and their graphical trends that drive the business growth, profit, and productivity and has developed risk-based corporate restructuring and M&A due diligence for Orlando and Singapore acquisitions. Ron has a passion for significantly improving and streamlining processes and controls and discovering ways to make businesses more profitable (including $9M in tax credits).

Mariann is a native Texan who completed an M.S. degree in Agriculture from Texas A&M and began her career with the largest genetic swine breeding company in the world. During her tenure Mariann transitioned to management and was accountable for operating performance of the plant and both employee and customer training. Mariann dedicated herself to developing employees and that skill has served her well throughout the rest of her career.

Mariann’s leadership in training and motivating her staff with a vertically integrated Animal Health and Agricultural Products Company accounted for a 40% increase in direct account sales volume. This proven track record for success allowed her rise to Vice President and General Manager. She proved up to the task by doubling the company sales volume while returning the company to profitability.

Following the US agricultural industry consolidation during the mid-1990s, Mariann was afforded the opportunity to transition into the business telephone services market during the era of deregulation of the telecommunications industry. She quickly became a top-performer in arranging lease agreements for telecommunications switches, and this early success in a dynamic growth-industry, and her previously established management and leadership skills, allowed a quick rise into operations management.

In current her role as an M&A Business Intermediary, Mariann brings multi-disciplinary experience and business acumen to business transfer. She received the Murphy Business & Financial Corporation’s Top Producers Award for 2012, 2013 & 2014 and currently serves as President of the North Texas Chapter of the Exit Planning Institute. Mariann also serves on the board of Dallas Executives Association, an 81-year old organization of Dallas business leaders.

Mark has been involved in film and video production since 1990, and started his own video marketing company in 2008. His company has grown to become a video-centric digital marketing agency, and is now called SyncLab Media LLC. They help organizations of all sizes and industries get better results from their marketing efforts by implementing video-centric digital marketing practices centered on Strategic Direction, Creative Production, and Optimized Support.

Jim Pancero, based in Dallas, is a nationally-recognized sales and sales leadership consultant and trainer. Everything he does has one proven bottom-lined focus…to increase your team’s competitive selling advantage. For 38 years Jim has worked with distributors, equipment manufacturers and business services companies strengthening their selling effectiveness and overall sales results.

Jim can help your sales team 1st – Improve your selling message of value and uniqueness, 2nd – Build more effective selling tools and processes to make your reps more consistent and persuasive, and 3rd – Help you and your managers become stronger coaches and more proactive leaders of your team’s selling efforts. Jim has helped the full-spectrum of sales teams from two-person companies up to some of the largest including John Deere, Caterpillar, and Kioti Tractors. Jim also has extensive experience within the majority of the larger distribution and business services trade association’s member companies.

You can review some of the companies Jim has worked with at www.pancero.com/jims-clients/. You can review the ideas Jim shares at www.youtube.com/JimPancero

Donna is an achievement-focused Senior Executive and business partner with expertise in worldwide property and casualty enterprise risk management for business development and sustainability. She delivers global corporate, reputation, and financial risk evaluation and provided actionable planning in support of Fortune 1000 companies growth initiatives, crisis management, transition, and complex business environments. Donna has extensive expertise in domestic and multinational risk profiles as well as risk and insurance regulatory compliance.

Donna’s strengths include a unique ability to listen for core issues, strategy development, effective communication, and collaborative leadership to solve a wide range of complex, critical business objectives. She is recognized in the industry for global marketing skills, transition risk successes, product innovation, analytical risk modeling expertise, and leadership/talent development initiatives.

Results from some of her past projects include:

– Development and execution of strategy validating global beverage client’s actuarial accrual via review of methodologies and Request For Proposal resulting in an $8M+ reduction of balance sheet reserves.
– Identify and implement significant total cost of risk savings ($12M+) for global conglomerate. Areas of focus: restructuring Professional/Financial coverage, improving quarterly accounting/actuarial process, and cost allocation systems.
– Managed $100M+ collateral reduction through an integrated strategy of actuarial analysis and claims closure initiatives for Fortune 50 snack and Beverage Company.

As a Business Coach, Valerie successfully works with business leaders and owners on improving their leadership style, business strategy and goals. Her business background at AT&T and HP (EDS) provide the experience needed to work in the current business environment.

With Valerie's expertise, business owners and leaders report:
• Improved business performance and strategic analysis
• Improved team engagement – decrease in employee turnover

Valerie understands organizational structure and cross functional team collaboration. Her analysis is based on strong business acumen and her experience as a business owner. She is known for superior professionalism and confidentiality with a high level of client satisfaction.

Valerie was featured in Dallas Business Journal: “Two Minutes with Leadership Guru”. Her clients agree that she provides a strategic perspective on leadership; improves performance; and positively impacts business and career decisions.

Her September 2016 article on “Generational Similarities” appeared in the September 2016 issue of Choice Magazine (coaching industry publication).

Valerie is an Executive MBA coach at University of Texas Dallas Graduate School of Management. She speaks at National and global conferences on Coaching, leadership, and communication skills. She has an MBA in Economics and has been an adjunct professor at the University of Dallas graduate school of Business MBA program.

Robert (Bob) Pene is a seasoned General Manager, Turnaround/Business Builder/Change Agent and marketing/business coach with over 40 years of P&L responsibility with both Fortune 500 companies, as an independent consultant, and as a former business owner. As a Marketing Executive and Change Agent with Fortune 500 Companies, he is credited with increased incremental profitability of over $100 Million and eliminated $80 Million in capital spending. As a consultant he has saved and/or built over 50 companies and saved over 500 jobs. In all cases, he had, or participated in P&L responsibility.

Bob spent over 15 years as a Marketing/Sales/General Manager for Fortune 500 marketing-driven companies…Procter and Gamble, SC Johnson, Kimberly Clark, Western Publishing Company, and Frito Lay International. He managed brands like Pringles, Raid, Off Insect repellents, Rain Barrel fabric softener, Kotex Tampons, Light Days Panty Liners, Little Golden Books, Skillcraft Toys, and Overseas Frito Lay International Companies He rose from Brand Assistant to Vice President.

After leaving corporate work, Bob formed his own Consulting Company. He operates from a strategic and execution viewpoint, and as a “working” consultant helping, training, and doing what he recommends. His approach is to construct both short term and lasting change through building more professional organizations and improved Marketing/ Sales/Operations. He focuses on both internal and external issues. He owned and profitably sold his own distribution company. He created significant increased profitability.

Bob has an extensive E-Learning system and tutorial program to help small businesses prosper.

Gary is the founder and CEO of US Outsourcing, Inc. President of Triton Applied System, Inc. and COO of Investor Relations, Inc. Mr. Phillips has traveled extensively in the US and Europe marketing and selling services and technology products and solutions. He has assisted USO clients with multi-million dollar deployments of products, services and solutions to companies including: IBM, Hitachi, Fujitsu, ICL, Dell, SCO, Sun, Gateway, Compaq, HP, Siemen’s, Olivetti, Group Bull, Microsoft, and others.

In his role at USO, Gary has demonstrated success in development of new business. He offers extensive experience in the areas of marketing and selling solution-based systems/services, OEM licensing, and Operational Management (serving as COO at several USO customers.) He has a track record of developing new business and relationships with executive and senior management for USO and its clients. Mr. Phillips business proficiencies also include: Investor Relations, Governmental Affairs, and Operational/Crisis Management.

Dave has received international recognition as a leader in the field of HR outsourcing through his writing, lecturing and more the 30 years experience in this field. He has met with more than 3,000 business owners during his career, assisting them in assessing the viability of outsourcing their HR responsibilities and liabilities to a Professional Employer Organization (PEO).

Dave's unique insights as the previous owner of 4 different companies, coupled with his experience as an HR outsourcing consultant, have earned him the reputation of a consummate professional within the Business Advisor community. The key to his long term relationships with his clients is the front end time spent interviewing, screening and ensuring that only the top PEO candidates are recommended for contracting.

Most of the 250,000 business owners working with PEOs today will tell you that this arrangement has liberated them from their previous HR related obligations. With issues such as payroll, risk management, HR and benefits administration outsourced, they have been able to return their attention to what they originally went into business to do. Recent studies confirm that PEO clients: grow 7%-9% faster than other businesses, experience 10% to 14% lower turnover and are 50% more likely to survive as a business.

Claude is a Six Sigma certified operations professional with a record of delivering profits and growing businesses. A CEO Business Partner with previous P&L responsibility in manufacturing and service industries, he brings strong financial discipline to private and public companies including a successful IPO.

Claude is a growth-oriented operations professional with excellent financial skills. His approach is to serve as the CEO's Business Partner with full P&L responsibility in diverse industries. A track record of delivering profits and growing businesses characterizes his background with experiences including successfully managing organizations and interim management assignments as CEO, COO, CRO, or CFO for publicly held and privately owned companies in the manufacturing, distribution, technology, and service sectors. Claude is particularly skilled in the quick assessment of operational predicaments and implementing accurate solutions. He has successfully completed a self-underwritten IPO.

Betty is a seasoned professional who brings over 25 years of business experience to Murphy Business and Financial Corporation. She works with small to lower-middle market clients in selling or acquiring businesses across a broad spectrum of industries. Helping companies early on to prepare to transition out of their business and maximizing value is an important part of the process where she can impact the success of a transaction.

Betty’s career spans several years of experience in commercial real estate to international trade and investment to non-profit. Early in her career, she was an asset manager for a prominent bank in Dallas where she managed a sizable portfolio of real estate assets working with acquisitions, operations and sales. She later oversaw a large portfolio of shopping centers for a prominent real estate development company in Dallas from the development phase through ongoing operations. Her graduate studies in international business opened the door to advising companies, both domestically and internationally, in the development of long and short term business strategies for market entry and creating business opportunities for these companies. In the non-profit arena she secured and implemented strategic global partnerships that aligned with the organization’s business and financial objectives.

Betty possesses strong business acumen and a proven track record of helping companies reach their business goals. Her skill set includes:

• Business Development
• Marketing
• Financial Planning and Analysis
• Strategic Planning
• Management
• Market entry strategies

She leverages her considerable business experience and proven track record in her role as an intermediary. Her extensive network of business contacts further support this role.

Betty has an undergraduate degree in Marketing from the University of Texas at Arlington and an MBA in International Business from the University of Dallas.

Chuck Scoville is an accomplished transformational executive offering a track record of achievement in translating strategic initiatives into actionable business strategies focused on increasing revenue and improving bottom line results. Chuck consistently demonstrates expertise in planning and leading initiatives to identify and correct inefficiencies, drive continuous process improvement, and lead successful startup and turnaround efforts. Chuck excels in building high-performance teams dedicated to achieving financial and operational objectives. He also forms and cultivate strong relationships with clients, strategic partners, and stakeholders.

Hajo is an effective Strategy and Business Development Executive with 30+ years of business experience. He is focused on positioning companies for profitable growth, driving revenue through data-based, actionable and innovative strategic planning, and pursuing an optimal blend of organic growth and acquisitive portfolio management. Hajo is a respected global leader who has lived in eight countries on three continents. Servant Leader at heart, he builds, challenges and empowers diverse teams to perform beyond their comfort zones to
achieve extraordinary results.

Currently, Hajo owns and operates Panoramic Advice, a management consulting firm focused on strategy, planning and execution serving small to mid-size companies. He advises and coaches executives and works with their teams on achieving goals and targets in a balanced way. Hajo also serves as Vice-Chairman for North America on the board of EnOcean Alliance, an organization promoting the self-powered wireless standard for Building Automation.

He was trained in Siemens’ Management Training Program in Munich, obtained a certificate in Export Business financing in Antwerp and was awarded a management certificate from Brussels University. Hajo completed his Bachelor of Science in Organizational Management and Management of IT at Viterbo University in Wisconsin, and holds an MBA in Global Management from Duke University, North Carolina.

Passionate creativity, innovation, and teamwork thought leader, and an NSA Professional Speaker. Published 7 books, 22 patents, more than 100 articles, and one of the creators of Wi-Fi. Named one of the Top 40 Innovation Bloggers in 2015 and 2016, and is a columnist at Inc. Magazine and Innovation Excellence. Spent years studying why people are creative in startups more than in large companies, learning the cognitive processes that lead to generating creative ideas, and earned his PhD for that study. Host of the first TEDxPlano in 2014. Elected in 2015 to the Plano ISD Board. Yoram served in the IDF 35th Airborne Paratrooper brigade and as a USAF CAP pilot.

David is an experienced sales and business development leader with over 30 years of experience working for Fortune 500 companies such as Oracle, Hewlett Packard and General Dynamics Information Technology. A proven outcomes based approach has led to outstanding sales and business development growth. He's led small and large teams while creating a culture dynamic adaptability.

Recently, he founded 2 companies. One is focused on management consulting to strategically integrate sales and marketing. This company incorporates digitally transformative approaches such as content marketing and inbound technology. The second company has created an innovative sales playbook strategy that helps companies standardize and implement modern sales and marketing techniques.

He works with senior executives to understand current capability, decide future strategy and execute plans to close the gap. His dedication to strategic planning and outcomes based execution has led to the growth of single deals to global enterprise strategic sourcing agreements.

His ability to understand the customer journey, in detail, allows him to pinpoint roadblocks and deliver solutions that unlock new business opportunities. His executive presence gives him the ablilty to work with subject matter experts and stakebolders equally. His outcomes driven mentality offers accountability and meaurement focus.

Clayton is a proven leader who generates bottom-line results. Clayton excels in:

• BUSINESS ANALYSIS – Developed plan to eliminate 264,000 unit backlog, eliminating $30MM in risk, and obtaining millions in holdback funds.

• ANALYTICS – Developed and implemented capacity planning, project scheduling and forecasting database and model for IT projects. Completed loan portfolio analysis identifying varying costs per loan to determine loan sale transaction profitability.

• PROCESS IMPROVEMENT / REDESIGN – Improved performance from less than 50% outstanding within 180 days of funding to above 80% and reduced cost per unit by 55%.

• PROJECT MANAGEMENT – Directed development and implementation of IT applications. Established an enterprise records management program, including separation of records between corporations.

Clayton’s skills, abilities and experience allow him to diagnose and resolve challenges. He steps into a situation and make an immediate, positive impact.

Roger is an executive recruiter who loves what he does. When a placement comes together, great things happen: a great person gets a great job and a great company gets a great new employee.

After a long career in media sales and leadership roles with some of the best publications in the country, Roger realized that his business was no longer functioning in the same way. He sought a change but didn’t have a clue as to what that would be. Those close to him encouraged him to leverage his outstanding networking skills in the executive recruiting field. He had been advising people on their careers for years, so it seemed a natural progression.

Roger began working for a leading executive search firm more than ten years ago and eventually founded a private practice with his partner, David Manchee. PointClear Search has offered him the opportunity to remain focused on building relationships, a key motivator in his life.

PCS works with a variety of companies helping them acquire, on-board and retain the superior talent their company needs. They specialize in finding executive-level marketing communications talent, including sales and sales management.

Roger’s media career included executive roles at The Wall Street Journal, Southern Living, Texas Monthly, Chicago Magazine, Sports Illustrated and Media Networks. He also co-founded Kelly/Tremblay & Co., a regional rep firm based in Dallas. He holds B.A. and M.A. degrees from Michigan State University where he is a very active alum. He has mentored numerous M.S.U. students as they embark on new careers. Roger has served on many advisory boards at M.S.U. and on the boards of several local non-profit groups. He was honored with the Alumni Service Award by the M.S.U. Alumni Association and the Mary Henry Award by the Dallas Chapter of The Dream Fund.

Paul started his Lean and Six Sigma Journey over 2 decades ago while working for a Japanese company. In 2001 he became a Certified Six Sigma Blackbelt and then a Certified Six Sigma Master Blackbelt while working in the Continuous Improvement department of an automotive supplier who won the Shingo Prize for Manufacturing Excellence while he was helping to turn the company around to profitability.

Paul has completed over 100 Kaizen or Six Sigma Events and delivered over $4.7M in Project Savings! He has held multiple plant responsibilities and performed corporate Lean and Six Sigma Training at Fortune 500 and many other companies. His passion is helping companies improve their processes, their bottom line, and their ability to competitively compete in the marketplace.

Sean Usman is an engineer, lean six sigma master black belt, certified project management professional, and ISO certified lead auditor with over 12 years of experience in mechanical, industrial, manufacturing, process and quality engineering. He is committed to solving the technical challenges the world faces every day. Sean brings the following values to the teams he is involved with:

INNOVATIVE: Instrumental in the planning and design of a $96-million startup manufacturing plant by developing new ideas, cutting edge technology and implementing lean processes resulting in a 20% increase in efficiency over the parent facility.

MANAGEMENT: Led and executed successful projects with a fiscal year total of $1.2M in cost savings ranging in formats and tools such as Kaizens, Standardized Work, 5S, Process Mapping, Value-Streaming, Bottleneck Analysis, Just-in-time and Visual Factory.

LEADERSHIP: Training, coaching, and mentoring experience in lean six sigma principles producing certified greenbelts & blackbelts contributing over $975k savings through lean projects and initiatives.

Casey provides more than 15 years of Fortune 150 experience and expertise to small and middle market companies. He is a Strategic Procurement Expert that has developed and refined techniques that increase negotiating leverage. This lowers costs associated with the critical purchases a company makes and increases profits.

His experience includes working with 100s of companies and negotiating more than $4 billion in contracts while saving $100s of millions. He has proven results. A few examples of these are: 20% reduction from a single source supplier, 17% reduction after a competitive bid, and a $20M/year reduction in cost from an oligopoly of suppliers. He is an expert in strategic sourcing, procurement, and supply chain dynamics that is well versed in finance, operations, cost modeling, and analytics.

Casey partners with his clients and their suppliers to quickly identify opportunities with critical purchases, develop strategies, and then execute them with quantifiable results. Casey has an undergraduate degree in Marketing from Northern Illinois University (NIU) and a Master of Business Administration from Texas Christian University (TCU).

Jerome is a Kellogg MBA and accomplished leader in digital transformation, operational excellence, and IoT with 15+ years experience in engineering/IT consulting across pharma, consumer packaged goods, and automotive industries.

Jerome is a trusted advisor to many Fortune 500 companies leading strategy in technology solutions and Lean Six Sigma initiatives. He has lead teams to deliver execution of large-scale projects to solve dynamic business needs.

Jerome received his MBA from Kellogg School of Management, Northwestern University, and a Bachelor's of Applied Science in Electrical and Computer Engineering from Queen's University, Canada.

Justin Wong is a business operations improvement expert. He has worked with clients in industries ranging from manufacturing to telecommunications in identifying areas of growth and developing the organization’s operational capabilities to remain competitive in the marketplace. His believes strongly in harnessing data to help organizations make better holistic decisions.