Vistage Worldwide is an organization designed exclusively for high-integrity CEOs and executive leaders who are looking to drive better decisions and better results for their companies. Our members — 45,000 strong in 26 countries — gather in trusted, confidential peer advisory boards where they tackle their toughest challenges and biggest opportunities.____________________As a Vistage Master Chair, and Chair Excellence Award Winner in 2022 and 2023, I build platinum level, unbiased Peer Advisory Boards for CEOs and business owners. Through Vistage’s proven and systematic issue processing methodology, we focus on issues such as talent management, out-performing competition, and taking back our personal lives — helping one another make key business decisions to accelerate professional and personal growth. Our members, of which there are 45,000 worldwide, grow their businesses on average 2.2 times faster and easier while working fewer hours. Their work/ life choices are significantly improved, as are their business results.Vistage Boards provide a non-competitive, confidential, supportive space where we ask the tough questions — tackling the most difficult challenges and holding members accountable for their actions. For more than 65 years, Vistage has been helping CEOs and business owners improve their decision making, expand their perspectives, and refine their instincts — delivering a powerful formula for even greater success.Vistage Members receive:♦ The Most Comprehensive Approach to CEO/ Owner Development♦ Exclusive and Confidential Peer Advisory Board♦ Private Executive Coaching Tailored to Your Individual NeedsI am currently run Vistage Peer Advisory Boards for CEOs, Business Owners, Key Executives and Trusted Advisors in West Hartford, Connecticut. Connect with me here to see if Vistage could be right for you. You can also reach me via email:✉jeffrey.bauer@vistagechair.com

• Key participant in building the pre-eminent ASP hosted Hedge Fund Accounting solution representing $750B in assets• Built several high profile Client Service, Client Relationship Management and training organizations• Led operations of $10 million consulting company: increased bottom line consulting profits by 50%. Diversified into two major new lines of business resulting in 87% and 36% profit margin, respectively• Leveraged global locations to drive compensation costs down: 55% of all positions moved with a 24% reduction in average salary for new hires year over year• Developed a model to build out a middle office outsourcing service. The model included staffing plans, startup strategies and market scoping. Favorably vetted with potential investors• Grew staff by 47% with only a 34% increase in overall cost through the use of varied work locations• Created significant scalability, with corresponding savings, by analyzing existing operations and creating new processes and automation• Significant reduction in onboarding times for new data files by implementing a Normalized Data Container• Improved reliability and performance of outbound data interfaces by adapting an industry paradigm and creating generic processing capabilities• Managed an extensive virtual team to insure Y2K compliance for a portfolio of 2,500 applications• Architected, developed and implemented specific business solutions for diverse industries with great success

Global Head of Connectivity: Built and managed a global staff (Australia, multiple locations in Canada, Ireland, Singapore, US) of 95 comprised of 85 employees and 10 consultants with 8 direct reports consisting of 3 Directors, 3 Senior Vice Presidents and 2 Vice Presidents. Client Services: Created and managed a flat organization of 10 senior staff members responsible for onboarding $750B in assets.

Equity Financing Services: Managed staff of 55 development and support professionals with 4 Vice President level direct reports.Y2K Project Team: Managed global virtual team to successfully identify, remediate and successfully certify approximately 2,500 applications

Managed group of 18 engineering and support staff with 3 direct reports. Built a global technology organization for global implementation efforts with a $7.2 million budget.Managed staff of 35 people, with 4 direct reports, responsible for International Trading Systems and Private Banking applications installed worldwide.