Founded in 1957 and headquartered in San Diego, California, Vistage assembles and facilitates private advisory boards for CEOs, senior executives, and business owners. Vistage members participate in monthly, Chair-led private advisory board meetings. More than 20,000+ members in 16 countries also have access to one-to-one executive coaching, expert speakers, and our global network of business leaders.Vistage Chairs are highly respected and trusted practitioners of Vistage’s well-established method for peer-group facilitation and executive coaching. A Vistage Chair is a trusted advisor dedicated to helping CEOs, executives and business owners reach their full potential.Results that matter:• An independent D&B analysis reveals Vistage member companies have "2.2x higher growth of Compounded Annual Growth Rate (CAGR) than non-members."• Vistage member themselves report: 1,000-10,000% return-on-investment and 3-30x faster revenue growth with a significantly improved bottom-line.• Almost all Vistage members surveyed say they are enjoying better work-life balance, working fewer hours and spending more quality time with family and friends.

Executive Coach and Mentor for executives in a variety of industries. The challenges for executives are many. They tend to be among the most talented people in business. That does not change the fact that they are people too. Like their team they need to be learning, growing, and developing into becoming the best leader possible and to hone their personality and character into the person they really want to be. They, their team, and business benefit from them being the best possible version of themselves.

Cogent Strategies LLC partners with the management of established middle market companies to provide executive coaching and invigorate their businesses which are not currently operating at their top level of performance.

The Winn Marion Companies provide process automation to various industries throughout the mountain west and north eastern regions of the United States. We manufacture and assemble the product controls utilized by our customers. We are a servant leadership organization and I serve the operations groups of the business. Key accomplishments include:1) Addition of Variable Frequency Drive and Low Voltage Switch Gear product lines2) Building the electrical group in Centennial3) Becoming licensed electricians in a a total of 8 states, CO, WY, MT, UT, AZ, NM, TX, and ND4) Providing lean training to the UL listed panel shop staff5) Implementing Field Squared field service software6) Defining and reporting on key performance indicators for Operations7) Introduced & frequently taught leadership training & worked with President on Mentoring Program.

Instructed business majors on principals of Finance at the Daniel's College of Business. Enhancements included:1) Creation of Excel spreadsheet templates to get them familiar with this common tool2) Study sessions outside of scheduled class times to address additional questions and work problems3) Plenty of real life examples to provide them with context and applications of what they learned4) Guest speakers in finance from the community

Member of the national Board of the Financial Executives Association. Worked with the Board to reduce dues for the first time in a long time and worked to get exess office space sublet to reduce costs.

Currently serve as the Past President of the Colorado Chapter of FEI, a premier organization of financial executives throughout Colorado with 250 CFOs and Financial Executives.

CFO of the company that installs, operates, and maintains Wind power, Solar power, and Telecommunications solutions across the western and central US. We worked together to implement an inventory tracking system.

The company has a cooled warehouse and dry freight storage with a refrigerated truck fleet for transporting food products withing the region. Based in Denver and delivering in Idaho, Utah, Wyoming, Colorado, and New Mexico. Focus is on Pooled distribution, LTL and storage. Helped negotiate the lease to allow them to move closer to the city and customers.

CFO of a software development company that is a leader in CoreDX DDS middle-ware that is available for small footprint and embedded solutions.

Responsible for all financial aspects of the company including Accounting, Human Resources, Purchasing, Systems, and Administrative functions, reporting to the President of the company. Accomplishments included:1) Securing the financing for and working with the team to get an eastern mixing plant built2) Managed IT with automation and productivity enhancements3) Managed operational aspects of the banking relationship4) Reviewed and frequently negotiated legal agreements

Management and financial consulting principally in the middle market. The focus is on turnaround execution and structuring an organization for the next growth phase. Driving positive change is the key to both.

VP of Research Operations managing a staff of more than 166 and budget of more than $14M collecting data from documents or feeds of 27,000 publicly traded companies from around the globe. We have collectively become more focused on market moving information and adding significantly to the data collected without adversely impacting the quality for which we are so well known. Accomplishments included:1) Reduced staff turnover from 20% to less than 2% by applying greater focus to staff respect, career pathing, and training2) Enhanced working from home programs with key metrics to measure performance3) Went to a dual monitor setup for all researchers to improve efficiency4) Improved and expanded data feeds as well as improved work flow and processes5) With a very cyclical workload and we changed the siloed culture to pool collective resources at times to stabilize performance

VP Procurement Systems from the time of the merger with USWest coordinated all the systems activities of the organization with IT, operational groups, finance, and external vendors. Developed a three-year plan to implement procurement transformation. Key interim deliverables allowed the company to realize substantial benefit even though back office project budgets were sharply reduced just over a year after the merger. Direct/indirect reports were as many as 45 with another 100 matrixed in through IT. Led two groups of professionals, the first focusing on the implementation of new systems initiatives and the second focusing on the daily maintenance and operations. The implementation group was responsible for process review, requirements definition, program management, integration and acceptance testing, status communications and change control management. We worked with the the President and the CFO to:1) Create a system/process to track all external contractors to the company2) Negotiate with the business units to allow for the exchange of contractor headcount for permanent3) Reduce company wide labor costs by managing total combined headcount

CEO, President, Treasurer, and Board Member of a systems consulting firm. We provided complete solutions to our clients including training in our classrooms and phone support to our more than 500-member client base. We were among the top ten Solomon software implementers in the country, for one year their top reseller. We also produced custom developed solutions for our clients. Applied Business Systems was the largest area reseller and implementer of iMIS association management software. Finally, we were a Novell Gold reseller and Microsoft Solutions Provider implementing networking solutions as part of our overall implementation projects. I was involved with formal presentations and communications with people at all levels and backgrounds both internal and external. Constant evaluation of alternative solutions was part of both the implementation practice and the sales process. Accomplishments included:1) Determining the true state of the financials which had serious flaws in them2) Moving from SVP Operations to CEO to be able to manage necessary change3) Executing on a turn around based on the true financial state of the company4) Exited the hardware repair and inside sales portions of the business which were not profitable5) Restructuring professional fees so high value resources were charged appropriate higher rates6) Implementing time sheets to be able to track true profitability of the company and each resource7) Focus on software sales and increase revenue per employee by $53K8) Sold the company to Price Waterhouse Coopers

Served as the General Manager and head of the Night Owl division, responsible for all areas of operations, sales, systems, finance, and customer service. The division had revenues of approximately $4.7 million, a staff of 65, two offices and operated in four states. After becoming a part of Vector Security in January of 1993, we were part of a large regional security company with offices from New York to Washington, D.C. We monitored the alarms of nearly 9,000 customers in our division alone with many times that overall. We were the largest residential security company in the Washington, D.C. area.Prior to merging operations, as VP and head of systems I was responsible for all automation within the company. This included 24/7 operations with life safety priority involving communications, infrastructure, power, and inspections from Underwriters Laboratories. I was also responsible for the customer service and our alarm monitoring facility. Accomplishments included:1) Working with the President on preparing a strategic plan for the company2) Automating the central monitoring facility3) Working with the President to move to new offices & secure UL certification4) Putting an Ombudsman position in place for improving customer service5) Work with the President & owner to secure a private placement for acquiring other alarm companies6) Go through due diligence on each acquisition and integrate each one with the company7) Negotiate the sale in conjunction with the President to sell the company to Vector Security

Managed small to substantial, over $100M of client revenue, accounting/Audit engagements as a member of the engagement team for the public accounting firm. Worked on a variety of accounting engagements - preparation of individual and corporate tax returns, and automation of financial reports.