Book 1 Our Firm About the Business Development Group

Size: px
Start display at page:

Download "Book 1 Our Firm About the Business Development Group"

Transcription

1 Book 1 Our Firm About the Business Development Group The Business Development Group is a consulting firm that was formed in 1992 to assist professional service organizations with issues related to business development. The firm consists of six principals and support staff members. Services of the firm focus exclusively on business development and include: Business Development Strategies and Tactics Client Satisfaction Interviews Internal Listening External Listening/Penetration Research Information Analysis Readership Surveys and Seminar Audits Assignment Monitoring Professional Development Specific Proposal Assistance Proposal Postmortems Marketing Materials "Jeffrey and Terry brought a combination of ideas, tactics, and techniques with a presentation of energy and enthusiasm that was well received at Mayer, Brown & Platt. I'm convinced our lawyers took away clear ways to improve their skills with existing clients, as well as to approach prospective clients." Brian Smith Mayer, Brown & Platt Each of these services is described in more detail on the pages that follow.

2 Our Consulting Services Business Development Strategies and Tactics The Business Development Group has significant experience working with the managing partners, marketing directors, and senior partners to develop business development strategies game plans for an office or firm in its marketplace. "Perkins Coie has been working with the Business Development Group since 1993 We've been delighted. Our lawyers have improved their skills, had fun and consistently rated the programs among the best the firm has ever provided. Put Perkins Coie on the "Happy Client" list!!" Client Satisfaction Interviews Mary Jane Pioli Perkins Coie Knowing how your clients especially your best clients really feel about the services your firm is providing is of critical importance to a professional service firm's success. Through face-to-face interviews with the firm's best clients, the Business Development Group can provide you with a clear picture of how your client sees you, including strengths, weaknesses, and areas in need of improvement. Internal Listening What lawyer, accountant, or consultant doesn't have an opinion about how the firm should be approaching business development? The Business Development Group provides an outlet for their concerns, acting as an impartial, confidential synthesizer (and protector from potential repercussions). This information is summarized in a confidential report. "Jeffrey Horn is one of those rare talents you meet only a few times in your life. He is smart, dynamic, and lives and breathes business development. He has made a major impact on the way in which the lawyers at Sills Cummis approach business development." External Listening/Penetration Research SM Carol J. Allen Kaye, Scholer (formerly with Sills Cummis) Just think how invaluable the knowledge would be of the image of your firm and its competitors, as well as the future professional service needs of major organizations in your marketplace both clients and prospects. As objective outside researchers, the Business Development Group can interview your prospects and/or clients and provide you with powerful data from the marketplace as it relates to you, your competitors, and the marketplace's plans for the future. Book 1 - Our Firm Page 2

3 Information Analysis The Business Development Group has significant experience analyzing call reports, new business tracking systems output, proposals, etc., and providing our clients with ideas for improvement. Readership Surveys and Seminar Audits Have you ever wondered about the effectiveness of your mailings and seminars? Given the significant investment of both time and money in these two business development efforts, the Business Development Group is ready to help you determine if you're getting your money's worth from these avenues. We can also assess the marketplace perception of your programs and how they might be improved. "We had three goals: immediate-return ideas, inspiration for innovative thinking, and a shared good time. We got all three this was not cookie-cutter consulting. The Business Development Group's "Out-of-the-Box" program was perfectly tailored to our needs our audience was engaged from beginning to end." Assignment Monitoring Cherie W. Olland Jones, Day, Reavis & Pogue Implementing a plan is more difficult than designing one. By helping you around the roadblocks, through the construction zone, over the speed bumps, and out of the traffic jams, we can monitor your progress along the road to success. At an interval you determine (e.g., 3 months, 6 months, annually), we will review your actual achievements versus your goals and provide realistic guidance and assistance that will get you back on track. Professional Development The Business Development Group provides customized training programs to best meet the needs of our clients. The 80+ training programs we have conducted focus on two specific areas of business development: Building Client Relationships. We work with groups of approximately 25 focusing on how to super-please existing clients and convert prospects into clients. Breakthrough Training. We assist a small group of senior professionals in developing strategies for specific prospects. Each participant can expect to develop an action plan for converting one or two prospects into clients. "Working with the Business Development Group has really helped me sharpen the practice development/business development training for our professionals. He's added value, and we've had fun." Book 1 - Our Firm Page 3

4 Jim Hale Ernst & Young Specific Proposal Assistance The Business Development Group has presented workshops on how to produce winning and creative proposals. Prior to the workshop, the Business Development Group reviews earlier proposals and conducts postmortems. Other proposal assistance includes strategy, peer reviews, and presentation rehearsal critiques. Proposal Postmortems Don't you want to know why you won or lost on your proposal efforts? The Business Development Group can help you by interviewing proposal recipients to find out what you did right or wrong, what your competition did right or wrong, and what was best overall and why. This information is consistently shared more openly and directly with outside researchers. Marketing Materials "I thought the information the Business Development Group gathered in a whirlwind tour (28 meetings in one week) was very good marketing intelligence, very useful, and helped us formulate approaches to both prospects and existing clients where there were some issues." Frank Loewald Towers Perrin/New York The Business Development Group, with its significant experience helping other professional service firms develop their marketing materials, can help your firm develop truly memorable marketing materials designed to close the gap between your firm's ideal image and the marketplace's perceptions. Book 1 - Our Firm Page 4

5 The Professionals of the Business Development Group Jeffrey M. Horn Prior to establishing the firm in 1992, Mr. Horn was the National Business Development Director and a Managing Director for William M. Mercer, a management consulting firm with 8,000 employees worldwide. Before that, Mr. Horn was a Vice President and National Practice Leader for Towers Perrin, another management consulting firm with 8,000 employees nationwide. A 1973 graduate of the University of California at Davis, Mr. Horn earned a Master of Arts Degree in Interpersonal Communication from California State University in In 1986, Mr. Horn graduated from the Yale Management Program. Mr. Horn is a member of the Board of Directors of InfoBeat an Internet media company with three million subscribers and also serves as the Chairman of the Compensation Committee of that Board. He is also on the Board of Directors of Design & Image, a graphic design firm formerly on the Inc. 500 list. He is a frequent speaker at conferences and has spoken at gatherings of NALFMA, IFEBP, SHRM, AMA, ACA, IABC, the State Capital Law Firm Group, and the Association for Accounting Marketing. Donald K. Spies "Jeffrey brought a freshness and insight to our prospecting and client relationships in Australia. The feedback on our prospects was extremely useful; the training sessions were some of the best we have had. He listened to our needs and concerns and tailored his input to help us." Chris Haberecht Towers Perrin-Melbourne Donald K. Spies joined the Business Development Group at the end of 1996, following a very successful 32-year career with Towers Perrin where he advanced from Consultant to Managing Director of all of Towers Perrin's operations in the Western United States. His responsibilities included both consulting and new business development. He served on the firm's Board of Directors and U.S. Business Council. Prior to joining Towers Perrin, he was a group insurance and pension representative with Connecticut General and Bankers Life. Mr. Spies attended Columbia University and graduated from Case Western Reserve University in In 1986, he was his company's participant in the Stanford University Executive Program. Book 1 - Our Firm Page 5

6 Terence P. Boyle Mr. Boyle has approximately 20 years experience in the legal profession. Mr. Boyle was a partner in a national law firm practicing in its Washington, D.C., and Denver, Colorado, offices and had management and marketing responsibilities in both offices. In addition, Mr. Boyle has been the chief financial and chief operating officer of several significant manufacturing firms. In those capacities, his responsibilities have included not only financial and operating issues, but also sales and marketing responsibilities. Mr. Boyle graduated cum laude from Boston College with a Bachelor of Science Degree and obtained his Juris Doctorate from Georgetown University Law Center in "The Business Development Group has provided us with, in Vancouver and San Francisco, very good data that is well summarized and gives us a good leg up when we are next approaching these clients and/or prospects. My recommendation is that this market survey should be done once every two or three years." Ken Ransby Towers Perrin-San Francisco and Vancouver The Business Development Group, Inc. 18 Avon Road Bronxville, NY (914) info@thebizdevgroup.com Book 1 - Our Firm Page 6

Law Firm Leadership: Developing Effective Skills for Leading and Managing Lawyers

Law Firm Leadership: Developing Effective Skills for Leading and Managing Lawyers limited enrollment, register early! Law Firm Leadership: Developing Effective Skills for Leading and Managing Lawyers October 12 14, 2012 October 2012 February 2013 March 1 3, 2013 w Learn how to:» Develop

More information

Your Law firm marketing

Your Law firm marketing Ten Opportunities to improve Your Law firm marketing Practical strategies you can use to grow your law practice. Your marketing strategy is the key to growing your law firm. If your marketing strategy

More information

Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating

Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 17, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

Patrick W Shea. New York. Practice Areas. Admissions. Languages. Education. Partner, Employment Law Department

Patrick W Shea. New York. Practice Areas. Admissions. Languages. Education. Partner, Employment Law Department Patrick W Shea Partner, Employment Law Department patrickshea@paulhastings.com Patrick Shea is an Employment Law partner based in the firm s New York office. He represents companies in a wide range of

More information

Scott D. Rechtschaffen. Focus Areas. Overview

Scott D. Rechtschaffen. Focus Areas. Overview Chief Knowledge Officer Shareholder 333 Bush Street 34th Floor San Francisco, CA 94104 main: (415) 433-1940 direct: (415) 677-3102 fax: (415) 399-8490 srechtschaffen@littler.com Focus Areas Littler GPS

More information

The Three Lines of Defense: Risk Management Supervision, Compliance and Internal Audit Monday, May 21 3:00 p.m. 4:00 p.m.

The Three Lines of Defense: Risk Management Supervision, Compliance and Internal Audit Monday, May 21 3:00 p.m. 4:00 p.m. The Three Lines of Defense: Risk Management Supervision, Compliance and Internal Audit Monday, May 21 3:00 p.m. 4:00 p.m. Compliance and business supervision roles are becoming difficult to differentiate.

More information

ALI-ABA Topical Courses Employment Law Series Fair Labor Standards Act: Coverage Issues February 23, 2010 Telephone Seminar/Audio Webcast

ALI-ABA Topical Courses Employment Law Series Fair Labor Standards Act: Coverage Issues February 23, 2010 Telephone Seminar/Audio Webcast ALI-ABA Topical Courses Employment Law Series Fair Labor Standards Act: Coverage Issues February 23, 2010 Telephone Seminar/Audio Webcast PROGRAM FACULTY PARTICIPANTS FACULTY BIOGRAPHIES STUDY MATERIALS

More information

Annual. Real Estate. Outlook

Annual. Real Estate. Outlook Annual Real Estate Outlook 2014 Annual Outlook 2014 Thank you for attending ULI British Columbia s premier real estate trends and forecast event of the year, featuring insights from leading experts both

More information

As President and CEO Jonathan has spoken on a number of information technology and security topics for the Ohio Society of Certified Public

As President and CEO Jonathan has spoken on a number of information technology and security topics for the Ohio Society of Certified Public Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred

More information

The Century Group at Morgan Stanley Smith Barney

The Century Group at Morgan Stanley Smith Barney The Century Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Los Angeles, CA 90067 310-551-9400 / MAIN 800-451-6533 / TOLL-FREE fa.morganstanleyindividual.com/thecenturygroup The Century Group

More information

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial Dean A. Connor President & Chief Executive Officer, Sun Life Financial Dean A. Connor was appointed President & Chief Executive Officer, Sun Life Financial on December 1, 2011, and is a member of the company

More information

Thelander 2016 PRIVATE COMPANY YEAR END MERIT INCREASE PITCHBOOK REPORT. J. Thelander Consulting

Thelander 2016 PRIVATE COMPANY YEAR END MERIT INCREASE PITCHBOOK REPORT. J. Thelander Consulting Thelander 2016 PRIVATE COMPANY YEAR END MERIT INCREASE PITCHBOOK REPORT J. Thelander Consulting 165 Marlin Mill Valley, CA 94941 jt@jthelander.com jthelander.com +1 415.383.7006 Legal Notice: The Thelander

More information

Kenneth L. Bachman, Jr.

Kenneth L. Bachman, Jr. Kenneth L. Bachman, Jr. Partner, Washington Office Kenneth L. Bachman is a partner based in the Washington, D.C. office. Mr. Bachman's practice focuses on financial institution and economic sanctions matters,

More information

David R. Bell. Adam D. Brown. Nathan M. Brown. Aaron T. Cincotta

David R. Bell. Adam D. Brown. Nathan M. Brown. Aaron T. Cincotta David R. Bell Dave Bell is a vice president of T. Rowe Price Group, Inc. and a vice president and senior retirement sales executive for T. Rowe Price Retirement Plan Services, Inc. Dave is responsible

More information

Outside Business Activities Reviews, Approval and Monitoring Wednesday, November 11 3:30 p.m. 4:30 p.m.

Outside Business Activities Reviews, Approval and Monitoring Wednesday, November 11 3:30 p.m. 4:30 p.m. Outside Business Activities Reviews, Approval and Monitoring Wednesday, November 11 3:30 p.m. 4:30 p.m. Join industry practitioners and FINRA staff as they cover the key requirements of the outside business

More information

SPEAKERS A S H A B A N G A L O R E

SPEAKERS A S H A B A N G A L O R E SPEAKERS ASHA BANGALORE Vice President Economist Asha has been an economist with Northern Trust since 1994. Prior to joining Northern Trust, she was a consultant to savings and loan institutions and commercial

More information

Recognition. Reward. Opportunity. The APEX Group. For Producer Use Only. Not For Use With The General Public.

Recognition. Reward. Opportunity. The APEX Group. For Producer Use Only. Not For Use With The General Public. Recognition. Reward. Opportunity. The APEX Group For Producer Use Only. Not For Use With The General Public. THIS IS YOUR TEAM As a Guardian Elite Producer, you ve earned a higher level of support with

More information

Visa Inc Investor Day Speaker Biographies

Visa Inc Investor Day Speaker Biographies Visa Inc. 2017 Investor Day Speaker Biographies Alfred F. Kelly, Jr. Chief Executive Officer Al Kelly is Chief Executive Officer of Visa Inc. Prior to joining Visa, Mr. Kelly was President and Chief Executive

More information

The Abbott Group at Morgan Stanley We Provide Solutions

The Abbott Group at Morgan Stanley We Provide Solutions The Abbott Group at Morgan Stanley We Provide Solutions From left to right: Chris Jensen, Kelly Hesselein, James Matthew Bopp, Russell Abbott, Kristen Dinsbach and Josh Hagel-Thaler 1478 Stone Point Drive

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

Nancy Miller Author - Speaker - Consultant

Nancy Miller Author - Speaker - Consultant Nancy Miller Author - Speaker - Consultant From the moment she steps on the platform, you'll know that there is something different, and very special, about Nancy Miller. Nancy's message is one for all

More information

Lon LaFlamme Strategic Marketing Expert

Lon LaFlamme Strategic Marketing Expert Lon LaFlamme Strategic Marketing Expert 253-678-2011 THE BRAND COACHES Partner Senior business/marketing strategist. Directly oversees all aspects of marketing for international, national and Northwest

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

The Promise and Prospect of a new Fiduciary Environment

The Promise and Prospect of a new Fiduciary Environment YOUR GUIDE TO GLOBAL FIDUCIARY INSIGHTS The Promise and Prospect of a new Fiduciary Environment Blaine Aikin & Kristina Fausti Topics Proposals for a fiduciary standard Proposals for regulatory oversight

More information

David Gebler

David Gebler Founder and President, Skout Group, LLC Author of The 3 Power Values: How Commitment, Integrity, and Transparency Clear the Roadblocks to Performance (Jossey- Bass 2012) Named in 2012 as one of America

More information

The Walton and Hitt Group at Morgan Stanley. La Jolla, CA

The Walton and Hitt Group at Morgan Stanley. La Jolla, CA The Walton and Hitt Group at Morgan Stanley La Jolla, CA 1111 Prospect Street La Jolla, CA 92037 858-729-5048 / MAIN 800-473-2331 / TOLL-FREE 858-551-5117 / FAX www.morganstanleyfa.com/thewaltonandhittgroup

More information

The ART of MARKETING APPLICATION. 2 nd Annual FDCC MASTERS PRESENT: February 26, 2018 Omni Hotels & Resorts Amelia Island, Florida

The ART of MARKETING APPLICATION. 2 nd Annual FDCC MASTERS PRESENT: February 26, 2018 Omni Hotels & Resorts Amelia Island, Florida APPLICATION 2 nd Annual FDCC MASTERS PRESENT: The ART of MARKETING February 26, 2018 Omni Hotels & Resorts Amelia Island, Florida New business, new clients and new matters are the lifeblood of a law firm!

More information

Key Trends Driving Change in the Electric Power Industry

Key Trends Driving Change in the Electric Power Industry THOUGHT LEADERS SPEAK OUT: Key Trends Driving Change in the Electric Power Industry BOOK LAUNCH December 14, 2015 SPONSORED BY Agenda Welcome Remarks THOUGHT LEADERS SPEAK OUT: Key Trends Driving Change

More information

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Morning Workshop - 8:30 am - 11:30am (3 CPE) Presenter/Speaker David Kahan, Senior Manager, Ernst &

More information

Q&A with Jaime Hildreth

Q&A with Jaime Hildreth JANUARY 2018 V OL. 6 ISS U E 160 R E P O R T Q&A with Jaime Hildreth Managing Director, Head of PE & LP Market Strategy at Ipreo. Principle Series: Family Office Insights sits down with Jaime Hildreth,

More information

International Law 12/1/2017. GO PREMIUM

International Law 12/1/2017. GO PREMIUM International Law GO PREMIUM www.abaforlawstudents.com/gopremium For just $25 per year, ABA law student members can save on law school necessities and resources from companies like: Students can save more

More information

LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101

LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 BACKGROUND Lisa Roth is the of Monahan & Roth, LLC, a regulatory compliance company providing services including professional consultations,

More information

Talking Pro Bono: Marc Kadish Interviews Jim Holzhauer

Talking Pro Bono: Marc Kadish Interviews Jim Holzhauer Talking Pro Bono: Marc Kadish Interviews Jim Holzhauer On February 25, 2008, Marc Kadish sat down with Jim Holzhauer to discuss the firm s pro bono program and the recent changes to the US pro bono policy

More information

WE PROMOTE GROWTH. WE ARE A FINANCIAL SERVICES VALUE ADVOCATE.

WE PROMOTE GROWTH. WE ARE A FINANCIAL SERVICES VALUE ADVOCATE. WE PROMOTE GROWTH. WE ARE A FINANCIAL SERVICES VALUE ADVOCATE. ABOUT US BayBoston is a minority-owned private equity firm that provides sophisticated strategic advice and capital to community banks and

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John

More information

WHO WE SERVE. Regulators Business and Law Schools. Executives and Staff Job Seekers & Students

WHO WE SERVE. Regulators Business and Law Schools. Executives and Staff Job Seekers & Students RCA MISSION Protect investors and financial markets as the exclusive authority for compliance education, training, accreditation, certification, skills assessment, and employee development. 1 WHO WE SERVE

More information

Update from the Research Director of the J.P. Morgan Center for Commodities (JPMCC)

Update from the Research Director of the J.P. Morgan Center for Commodities (JPMCC) J.P. Morgan Center for Commodities at the University of Colorado Denver Business School Update from the Research Director of the J.P. Morgan Center for Commodities (JPMCC) Jian Yang, Ph.D., CFA J.P. Morgan

More information

Vistas International Internship Program

Vistas International Internship Program Vistas International Internship Program Find Yourself in a Place Where challenges aren t simply accepted, but sought. This is the new age of IP. This is Knobbe Martens. Who We Are Founded in 1962, Knobbe

More information

Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m.

Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m. Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m. This session focuses on FINRA and MSRB mark-up disclosure requirements. Panelists discuss securities covered by the new rule,

More information

California Law Update

California Law Update 2011 Sacramento Legal Seminar and Webinar Thursday, November 10, 2011 Hosted by Low, Ball and Lynch California Law Update Highlighting recent California Supreme Court Howell and Seabright decisions by

More information

The Fortress Group at Morgan Stanley

The Fortress Group at Morgan Stanley The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com

More information

Supervision of Outside Business Activities (OBAs) and Private Securities Transactions Wednesday, November 9 3:30 p.m. 4:30 p.m.

Supervision of Outside Business Activities (OBAs) and Private Securities Transactions Wednesday, November 9 3:30 p.m. 4:30 p.m. Supervision of Outside Business Activities (OBAs) and Private Securities Transactions Wednesday, November 9 3:30 p.m. 4:30 p.m. Outside business activities (OBAs) and private securities transactions (PSTs)

More information

Hacking Big Law: Putting a Legal Hackathon to the Test

Hacking Big Law: Putting a Legal Hackathon to the Test Hacking Big Law: Putting a Legal Hackathon to the Test Insights and key takeaways from our experience in running a legal hackathon HACKING BIG LAW: PUTTING A LEGAL HACKATHON TO THE TEST Big Law is facing

More information

EXAMINATION NUMBER ONLY.

EXAMINATION NUMBER ONLY. WRITING ASSIGNMENT (Spring Semester 2004 - Business Immigration Law) Attached is information about a company that is considering retaining your firm, and a profile of four employees. Initially, you should

More information

Ask FINRA Staff Wednesday, December 2 4:30 p.m. 5:30 p.m.

Ask FINRA Staff Wednesday, December 2 4:30 p.m. 5:30 p.m. Ask FINRA Staff Wednesday, December 2 4:30 p.m. 5:30 p.m. FINRA senior staff provides updates on regulatory key issues, enforcement and hot topics facing the industry. They address questions relating to

More information

THE CENTER FOR WOMEN S ENTREPRENEURIAL LEADERSHIP AT BABSON

THE CENTER FOR WOMEN S ENTREPRENEURIAL LEADERSHIP AT BABSON THE CENTER FOR WOMEN S ENTREPRENEURIAL LEADERSHIP AT BABSON PREPARING WOMEN TO LEAD THE WORLD. PREPARING THE WORLD FOR WOMEN LEADERS. BABSON COLLEGE S CENTER FOR WOMEN S ENTREPRENEURIAL LEADERSHIP (CWEL)

More information

Experienced. Focused. Reliable.

Experienced. Focused. Reliable. Experienced. Focused. Reliable. Trusted advice during uncertain times. Argus Capital Partners LLC is an independent merchant banking firm focused on providing flexible and creative private equity solutions.

More information

6 Benefits of Hiring a Local Internet Marketing Agency for Your Business

6 Benefits of Hiring a Local Internet Marketing Agency for Your Business 6 Benefits of Hiring a Local Internet Marketing Agency for Your Business Written by Ross Bryant on December 1 st, 2017 else you are doing. Internet marketing is becoming an increasingly popular method

More information

David R. Bell. Edward C. Bernard. Barbara Bittick. Jerome A. Clark, CFA

David R. Bell. Edward C. Bernard. Barbara Bittick. Jerome A. Clark, CFA David R. Bell Dave Bell is a vice president of T. Rowe Price Group, Inc., and a vice president and senior retirement sales executive for T. Rowe Price Retirement Plan Services, Inc. Dave is responsible

More information

10:15 am 11:15 am The Role of the Investment Portfolio in Managing Interest Rate Risk

10:15 am 11:15 am The Role of the Investment Portfolio in Managing Interest Rate Risk You are invited to the 2015 NDBA Bank Management & Legislative Dinner. We expect over 100 bankers to attend this important event and I sincerely hope to see you there. This year s conference will address

More information

Supplement to Form ADV Part 2 Form ADV Part 2B

Supplement to Form ADV Part 2 Form ADV Part 2B Item 1- Cover Page Supplement to Form ADV Part 2 Form ADV Part 2B (for each of the Supervised Persons Listed in Item 2 below) Lazard Wealth Management LLC 30 Rockefeller Plaza New York, New York 10112

More information

RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE

RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE Providing Raymond James financial advisors and their clients with actionable market commentary and investment guidance. PUBLICATIONS The advice and recommendations

More information

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for the Cleveland Clinic Foundation, as Vice President

More information

REGIONAL ADVANCEMENT OFFICER, WEST COAST/ASIA BABSON COLLEGE San Francisco Bay Area, California

REGIONAL ADVANCEMENT OFFICER, WEST COAST/ASIA BABSON COLLEGE San Francisco Bay Area, California REGIONAL ADVANCEMENT OFFICER, WEST COAST/ASIA BABSON COLLEGE San Francisco Bay Area, California http://babson.edu The Aspen Leadership Group is proud to partner with Babson College in the search for a

More information

EXECUTIVE COMMITTEE. David Wan. Maureen Betses. President & Chief Executive Officer. Executive Vice President, Higher Education

EXECUTIVE COMMITTEE. David Wan. Maureen Betses. President & Chief Executive Officer. Executive Vice President, Higher Education David Wan President & Chief Executive Officer David Wan is chief executive officer of Harvard Business Publishing. He joined the company in July 2002. Wan is a distinguished operating executive with 30

More information

Welcome. There s no more exciting time, and no more exciting place, to put your talents to work.

Welcome. There s no more exciting time, and no more exciting place, to put your talents to work. Welcome There s no more exciting time, and no more exciting place, to put your talents to work. My life before McKinsey Born in Lausanne Exchange at the University of Birmingham PhD in Group Theory at

More information

Never Run out Of Projects Starting Today 1

Never Run out Of Projects Starting Today 1 Never Run out Of Projects Starting Today 1 Never Run out Of Projects Starting Today 2 Never Run Out of Projects Starting Today (Chapter 1&2) Never Run out Of Projects Starting Today 3 Copyright 2015. All

More information

GLOBAL RISK AND INVESTIGATIONS JAPAN CAPABILITY STATEMENT

GLOBAL RISK AND INVESTIGATIONS JAPAN CAPABILITY STATEMENT GLOBAL RISK AND INVESTIGATIONS JAPAN CAPABILITY STATEMENT CRITICAL THINKING AT THE CRITICAL TIME ABOUT US The Global Risk and Investigations Practice (GRIP) of FTI Consulting is the leading provider of

More information

Common Examination Findings and Effective Compliance Practices (Medium and Large Firm Focus) Wednesday, May 17 10:00 a.m. 11:00 a.m.

Common Examination Findings and Effective Compliance Practices (Medium and Large Firm Focus) Wednesday, May 17 10:00 a.m. 11:00 a.m. Common Examination Findings and Effective Compliance Practices (Medium and Large Firm Focus) Wednesday, May 17 10:00 a.m. 11:00 a.m. Join FINRA staff as they discuss FINRA s cycle examination process and

More information

Personnel. Internal Staff. Scott MacKillop CHIEF EXECUTIVE OFFICER. First Ascent Asset Management

Personnel. Internal Staff. Scott MacKillop CHIEF EXECUTIVE OFFICER. First Ascent Asset Management First Ascent Asset Management Personnel Internal Staff Scott MacKillop CHIEF EXECUTIVE OFFICER Scott has worked in the financial services industry for 40 years. He began his career in 1976 as a lawyer

More information

Attention Small Business Owners: In The Next 3 Minutes Youll Discover The Big Business Direct Marketing Secret To Selling More While Paying Less!

Attention Small Business Owners: In The Next 3 Minutes Youll Discover The Big Business Direct Marketing Secret To Selling More While Paying Less! Copywriter: Mary Guinane McNamara Client: Copywriters & More Project: Website Sales Letter Attention Small Business Owners: In The Next 3 Minutes Youll Discover The Big Business Direct Marketing Secret

More information

Our Story The Sidhu Group started in 2016 with the core belief that growing organizational and leadership capacity is one the most powerful ways to

Our Story The Sidhu Group started in 2016 with the core belief that growing organizational and leadership capacity is one the most powerful ways to Our Story The Sidhu Group started in 2016 with the core belief that growing organizational and leadership capacity is one the most powerful ways to impact our world. We know from our experience that a

More information

2018 WELD Cleveland Emerging Professionals Series March

2018 WELD Cleveland Emerging Professionals Series March 2018 WELD Cleveland Emerging Professionals Series March Sponsor Jeannine Gury Alexandria Boone Katherine Brandt Kathy Sterio Meet our 2018 Women WELDing the Way! These women have earned their accomplishments

More information

Sample Meeting Agenda UX COUNCIL

Sample Meeting Agenda UX COUNCIL Sample Meeting Agenda Expected Attendees: VP, User Experience Design Senior Director, UX Design Senior Director, User Experience Vice President of User Experience Senior Vice President, Customer Experience

More information

New England Institute of Technology

New England Institute of Technology A Super Charged Power Game Day! October 24th was a day to remember! A record breaking number of students heard from industry leaders and had the opportunity to experience cutting edge technology first

More information

Technical Writers Working with a Contract Staffing Agency

Technical Writers Working with a Contract Staffing Agency Technical Writers Working with a Contract Staffing Agency What s the Big Deal? Contract Technical Writing can be a wonderful and rewarding career. The opportunities for writers seem limitless since they

More information

THE REGIONAL ECONOMIC BRIEFING FEDERAL RESERVE BANK OF NEW YORK SPEAKERS BIOGRAPHIES AT THE 33 LIBERTY STREET NEW YORK, NY

THE REGIONAL ECONOMIC BRIEFING FEDERAL RESERVE BANK OF NEW YORK SPEAKERS BIOGRAPHIES AT THE 33 LIBERTY STREET NEW YORK, NY THE REGIONAL ECONOMIC BRIEFING AT THE FEDERAL RESERVE BANK OF NEW YORK SPEAKERS BIOGRAPHIES FEDERAL RESERVE BANK OF NEW YORK 33 LIBERTY STREET NEW YORK, NY 10045 WWW.NEWYORKFED.ORG THURSDAY, JULY 22, 2010

More information

Are your company and board ready for digital transformation?

Are your company and board ready for digital transformation? August 2017 Are your company and board ready for digital transformation? Going digital means change. Having the right skills is a critical part of the process. As overseers of company strategy, the board

More information

CBBS CENTRAL OFFICE STAFF

CBBS CENTRAL OFFICE STAFF Professional Association Management Government Relations Business Consulting CBBS CENTRAL OFFICE STAFF www.advocal.com 1000 Q Street, Suite 200 Sacramento, California 95811-6518 The CBBS Executive Team

More information

David J. Adams

David J. Adams David J. Adams david.j.adams@louisville.edu EXPERIENCE University of Louisville - Institute for Product Realization (2016-Present) CEO Executive in charge for the overall strategy, development and execution

More information

1004: Corporate Communications and Attorney-Client Privilege: What You Need to Know

1004: Corporate Communications and Attorney-Client Privilege: What You Need to Know Print Page 2016 ACC Annual Meeting October 16-19, San Francisco, CA Wednesday, October 19, 2016 11:00 AM - 12:30 PM 1004: Corporate Communications and Attorney-Client Privilege: What You Need to Know Edward

More information

FORM ADV PART 2B BROCHURE SUPPLEMENT. South Texas Money Management, Ltd.

FORM ADV PART 2B BROCHURE SUPPLEMENT. South Texas Money Management, Ltd. FORM ADV PART 2B BROCHURE SUPPLEMENT South Texas Money Management, Ltd. 700 N. St. Mary s Street, Suite 100 San Antonio, Texas 78205 (210) 824-8916 (210) 824-8718 (Fax) www.stmmltd.com March 29, 2019 This

More information

Job hunting: Compensation Negotiation

Job hunting: Compensation Negotiation Job hunting: Compensation Negotiation The webinar will begin at 1p Eastern. To listen to the webinar: Select the arrow next to the phone icon in the top middle of your screen. Click Connect my audio. Select

More information

The Evergreen Harbor Group at Morgan Stanley Smith Barney. Client-Focused Wealth Management

The Evergreen Harbor Group at Morgan Stanley Smith Barney. Client-Focused Wealth Management The Evergreen Harbor Group at Morgan Stanley Smith Barney Client-Focused Wealth Management Every investor has the right to know when either risk or opportunity is prevalent in the market. You owe it to

More information

NMB NATIONAL MEDIATION BOARD LINDA A. PUCHALA HARRY R. HOGLANDER

NMB NATIONAL MEDIATION BOARD LINDA A. PUCHALA HARRY R. HOGLANDER 7 LINDA A. PUCHALA CHAIRMAN Chairman Linda A. Puchala was first confirmed as Member of the National Mediation Board by the United States Senate on May 21, 2009. She was sworn into office on May 26, 2009.

More information

Outside Business Activities (OBAs) and Private Securities Transactions (PSTs) Thursday, November 8 1:45 p.m. 2:45 p.m.

Outside Business Activities (OBAs) and Private Securities Transactions (PSTs) Thursday, November 8 1:45 p.m. 2:45 p.m. Outside Business Activities (OBAs) and Private Securities Transactions (PSTs) Thursday, November 8 1:45 p.m. 2:45 p.m. Outside business activities (OBAs) and private securities transactions (PSTs) are

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 11, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

7 LinkedIn Profile Tweaks to Land You Customers on Autopilot

7 LinkedIn Profile Tweaks to Land You Customers on Autopilot 7 LinkedIn Profile Tweaks to Land You Customers on Autopilot I wanted to put this quick free guide together to help super busy sales executives get their LinkedIn account working for them day and night

More information

CREATIVITY AND INNOVATION

CREATIVITY AND INNOVATION CREATIVITY AND INNOVATION Over the last decades, innovation and creativity have become critical skills for achieving success in developed economies. The need for creative problem solving has arisen as

More information

1000 Urlin Avenue #A18 Columbus, Ohio Bill Diffenderffer. September 2013 to Present. Lecturer on Entrepreneurship : MBA and Undergraduate

1000 Urlin Avenue #A18 Columbus, Ohio Bill Diffenderffer. September 2013 to Present. Lecturer on Entrepreneurship : MBA and Undergraduate 1000 Urlin Avenue #A18 Columbus, Ohio 43212 Mobile: 214-616-8711 E-mail: bdiffenderffer@msn.com Bill Diffenderffer Business History September 2013 to Present The Ohio State University Lecturer on Entrepreneurship

More information

LISA TILTON-McCARTHY

LISA TILTON-McCARTHY LISA TILTON-McCARTHY Lisa Tilton-McCarthy received a B.A. in English from Texas A&M University in College Station and graduated summa cum laude from South Texas College of Law in Houston. She was Editor-in-Chief

More information

Webinar: Perspectives on Board Evaluation Best Practices. March 1, 2018

Webinar: Perspectives on Board Evaluation Best Practices. March 1, 2018 Webinar: Perspectives on Board Evaluation Best Practices March 1, 2018 Webinar Housekeeping To ask a question during the webinar, please click the chat button. Questions submitted will be answered throughout

More information

Alison N. Davis. Focus Areas. Overview

Alison N. Davis. Focus Areas. Overview Office Managing Shareholder 815 Connecticut Avenue NW Suite 400 20006 main: (202) 842-3400 direct: (202) 772-2533 fax: (202) 842-0011 andavis@littler.com Focus Areas Discrimination and Harassment Training

More information

Our Mission. About Morgan Stanley Wealth Management

Our Mission. About Morgan Stanley Wealth Management Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,

More information

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m.

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. During this session, panelists answer your questions related to the fixed income regulatory landscape. Panelists also address

More information

WIS NSW 2017 Speed Mentoring Biographies

WIS NSW 2017 Speed Mentoring Biographies S A L L Y A U L D Chief Economist and Head of Fixed Income and FX Strategy for Australia and New Zealand J.P. Morgan Sally Auld joined J.P. Morgan in September 2008 and is Chief Economist and the Head

More information

4 Who we are: 24 Careers: The company. Careers for experienced professionals. Shareholders/investors. Careers for recent graduates.

4 Who we are: 24 Careers: The company. Careers for experienced professionals. Shareholders/investors. Careers for recent graduates. Spring 2009 1 2 1 4 Who we are: The company Shareholders/investors Management team 24 Careers: Careers for experienced professionals Careers for recent graduates 28 Contact us 16 Our mission and guiding

More information

Networking. Your Elevator Speech. 5 minute career clips. career tips & information for Midd students. Middlebury Career Services

Networking. Your Elevator Speech. 5 minute career clips. career tips & information for Midd students. Middlebury Career Services 5 minute career clips career tips & information for Midd students Networking Your Elevator Speech first, a 60-second primer on Networking What & Why What Networking is not Asking for a job Manipulating

More information

Tech IT Up A Notch! Educators Credit Union 1326 Willow Road Mount Pleasant, WI

Tech IT Up A Notch! Educators Credit Union 1326 Willow Road Mount Pleasant, WI Tech IT Up A Notch! Educators Credit Union 1326 Willow Road Mount Pleasant, WI 53177 www.ecu.com July 1, 2015 EDUCATORS CREDIT UNION Tech IT Up A Notch! OPENING SUMMARY Creating a culture of creativity

More information

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing Conference Speakers Bo Armstrong, DataPath, Director of Marketing Bo Armstrong leads all marketing initiatives for DataPath and its subsidiaries. He joined DataPath in 2015 and has over 15 years of marketing

More information

Social Media and Digital Communications Tuesday, May 22 3:00 p.m. 4:00 p.m.

Social Media and Digital Communications Tuesday, May 22 3:00 p.m. 4:00 p.m. Social Media and Digital Communications Tuesday, May 22 3:00 p.m. 4:00 p.m. FINRA and industry experts discuss the guidance provided in FINRA Regulatory Notice 17-18. Panelists address how firms have implemented

More information

AGENDA. 3. Increase of the size of the Board from 9 to 11 members;

AGENDA. 3. Increase of the size of the Board from 9 to 11 members; NOTICE OF EXTRAORDINARY GENERAL MEETING OF SHAREHOLDERS OF PACIFIC DRILLING S.A. Société anonyme Registered Office: 8-10 Avenue de la Gare, L-1610 Luxembourg R.C.S. Luxembourg B 159.658 Dear Shareholders:

More information

35 YEARS OF ANALOG INNOVATION 35% NET PROFIT 121 QUARTERS OF POSITIVE CASH FLOW 30 YEARS ON THE NASDAQ 16 YEARS ON THE S&P ANNUAL REPORT

35 YEARS OF ANALOG INNOVATION 35% NET PROFIT 121 QUARTERS OF POSITIVE CASH FLOW 30 YEARS ON THE NASDAQ 16 YEARS ON THE S&P ANNUAL REPORT LINEAR TECHNOLOGY CORPORATION 2016 ANNUAL REPORT 16 YEARS ON THE S&P 500 121 QUARTERS OF POSITIVE CASH FLOW 30 YEARS ON THE NASDAQ 35% NET PROFIT 35 YEARS OF ANALOG INNOVATION Financial Highlights 35 Years

More information

Slide Deck for ACC-NCR Career Development Forum Program: Elevating Your Digital Brand

Slide Deck for ACC-NCR Career Development Forum Program: Elevating Your Digital Brand Slide Deck for ACC-NCR Career Development Forum Program: Elevating Your Digital Brand Part I Purposeful Profile Design Use Visuals to build affinity with your target audience: What do you want people

More information

Charles (Chad) E. Reis IV. Focus Areas. Overview

Charles (Chad) E. Reis IV. Focus Areas. Overview Shareholder 600 Washington Avenue Suite 900 St. Louis, MO 63101 main: (314) 659-2000 direct: (314) 659-2002 fax: (314) 659-2099 creis@littler.com Focus Areas Litigation and Trials Discrimination and Harassment

More information

PRINCIPAL FINANCIAL GROUP, INC. (Exact name of registrant as specified in its charter)

PRINCIPAL FINANCIAL GROUP, INC. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event

More information

Networking. Networking Interview. conducting the. 5 minute career clips. career tips & information for Midd students. Middlebury Career Services

Networking. Networking Interview. conducting the. 5 minute career clips. career tips & information for Midd students. Middlebury Career Services 5 minute career clips career tips & information for Midd students Networking conducting the Networking Interview first, a 60-second primer on Networking What & Why 2 What Networking is not Asking for a

More information

Meet the Board Published on Masters Programs Office (https://networth.rhsmith.umd.edu)

Meet the Board Published on Masters Programs Office (https://networth.rhsmith.umd.edu) We are the 2017-2018 PTMBAA Board of Directors. We are excited to be serving you this school year! If you have comments or suggestions for how to improve the PTMBAA, please send us an email at ptmbaa@rhsmith.umd.edu.

More information