CHIEF CATALYST AND NAVIGATOR

• 2014 - Present

I guide and enable boards, leadership teams, and their organizations to become future fit so they thrive in the future. I do this via: 1. Speaking 2. Assessment and Advisory Services 3. Education My approach is based on long-term research and close to thirty years of experience. It is holistic, interdisciplinary and utilizes systems thinking, integrating strategy, organization, and operations. By incorporating the context, this adaptive approach is meant to address the continuum from current operations to progressing to the desired future state. This approach engages all stakeholders, from customers, employees, partners, the community, and owners. From building the case for change to providing coaching/advisory services during implementation to periodic reviews to ensure sustainability, I can facilitate the delivery of end-to-end solutions to complex business challenges. Key accomplishments include: 1. Delivered keynotes and webinars delivered to local and global audiences from the COO Forum to the Private Directors Association to CHIEF to the Goizueta Business School of Emory University. 2. Interviewed for podcasts from Harvard's National Preparedness Leadership Initiative to Mick Spier's Leadership Project (Australia). 3. Authored and published over 20 leadership and strategy-related articles featured in Reworked (a digital publication), LinkedIn, and Harvard's Balanced Scorecard Report reaching leaders on six continents. See the Publication Section below. 4. Coached and advised dozens of leaders globally on becoming future-fit through The Five Leadership Superpowers framework. 5. Provide strategic guidance and enhanced governance and performance for a major metropolitan school district, including departmental work in the Office of the CIO. 6. Developed The Five Leadership Superpowers(TM) capability model, the Five Leadership Paradoxes, and the Customer-Back, Firm-Forward methodology or customer-centric problem-solving. See the publication section below. Show less

Member

• Mar 2023 - Present

The VAB community was created to connect top talented senior professionals across the globe to engage with CEO's/Chairs of different industries and sectors to address their business challenges. The community value proposition is to have a personalized and exclusive boutique platform for advisors and clients. The VAB community was created to connect top talented senior professionals across the globe to engage with CEO's/Chairs of different industries and sectors to address their business challenges. The community value proposition is to have a personalized and exclusive boutique platform for advisors and clients.

Principal - Strategy

• 2013 - 2014

Partnered with key senior leaders to develop new Strategy and Transformation practice and related offerings. Key accomplishments include: • Defined target market and scope, developed high-level methodologies, designed proposed offerings and drafted go-to-market plan. Presented and discussed this at the company-wide annual meeting. • Partnered with account leaders to begin incorporating practice elements into their client discussions and proposals. • Authored and presented white papers on initiative portfolio management, organizational effectiveness, and strategy execution management Show less

Senior Strategy Advisor (operated as Chief of Staff/VP Strategy)

• 2010 - 2012

Guided and facilitated efforts to envision, design, and build a new integrated enterprise (AutoTrader Group, the predecessor to Cox Automotive), new business model, and enhanced strategy management approach to improve the buying and selling of new and used cars for dealers, OEMs, and consumers. Partnering with CEO and VP-Strategy, guided and facilitated leadership team through the development of the Vision, Mission, Strategy, and Operating Plans for what would become AutoTrader Group and its 5 underlying business units. Determined strategic shifts needed and worked with others to develop and implement plans to make shifts. Identified and helped develop business cases and high-level plans for cross-business unit and cross-functional initiatives. Designed improved initiative portfolio management, reporting, governance, and strategy execution management processes. Provided subject matter expertise to support linking budgeting to strategy, functional alignment (e.g. HR, IT, etc.), communications, and change management. Key accomplishments include: • Formation of AutoTrader Group (now Cox Automotive) • Body of work formed the foundation of and was presented by the executive team during companywide annual meeting and content was featured in several issues of the company’s magazine. • Helped drive a 300%+ increase in overall company value during the period from 2010 - 2014. . Show less

Principal - Strategy Management Practice

• 2000 - 2010

Worked alongside Drs. Robert Kaplan and David Norton, recognized by Harvard Business Review as global strategy execution management thought leaders. Led consulting engagements for Fortune/Forbes 500 and middle market clients to improve their strategy execution readiness and capabilities resulting in significantly improved outcomes for their stakeholders. Led and supported comprehensive strategy management engagements at the enterprise, business unit, and functional levels. Facilitated executive workshops to determine the company’s desired future state, assess its current state, develop strategy maps and balanced scorecards, and build roadmap and plans to implement and use them. Developed “trusted advisor” relationships with client executive teams. Guided and enabled clients to develop, implement, improve, and sustain strategy execution management capabilities. These included organizational alignment, communications/change management, human capital planning, initiative portfolio management, performance measurement and management, and strategy reviews/governance. Developed and provided thought leadership in these areas. Client results and key accomplishments include: • Top 10 US supermarket chain achieved more than 5 years of above peer shareholder returns (+ 20% to +50%) during and after the recessionary period. • Top global pharmaceutical services firm realized a 100% return on investment (PE to IPO valuation) based on work done and subsequent performance over 3 years. • Earned highest client and team satisfaction ratings • Recognized by clients for high-value workshops and strategy review sessions. • Clients cited for extraordinary success in Kaplan-Norton books and a couple were inducted into the Balanced Scorecard Hall of Fame. • Authored articles for Balanced Scorecard Report (a Harvard Business School Press publication) and Journal of Cost Accounting. • Delivered conference keynote addresses and led conference workshops. Show less

Principal and Founder - Sales and Service Strategy Consulting

• 1994 - 2000

Associate - Strategic Services

• 1992 - 1994