Grant D. Stiefel, Esq. is a nationally-recognized, full time attorney fee consultant, testifying expert and the principal of Litigation Limited, a boutique legal fee consulting firm
Mr. Stiefel has testified in nearly 100lawsuits, including matters in federal district courts, California trial courts, JAMS/AAA arbitrations, the Ninth Circuit Court of Appeals, State Bar courts, and attorney-client fee arbitrations
He has qualified to testify and has testified live at trials and arbitrations as a designated attorney fee expert
Mr. Stiefel’s methodology for reviewing, auditing and evaluating legal invoices has been cited, approved and adopted by California state and federal courts
He has been retained as a testifying attorney fee expert by the world’s largest law firms, including Reed Smith; McDermott Will and Emery; Jones Day; Sheppard Mullin; Sidely Austin; Dykema Gossett; Orrick Herrington & Sutcliffe; and Littler Mendelson, among many others
Mr. Stiefel is a member of the California State Bar and is unique among fee experts in that he practiced law for many years at two of the world’s largest law firms (Akin Gump and K&L Gates)
Mr. Stiefel has managed a multi-billion dollar litigation portfolio and has audited hundreds of millions of dollars in legal fees from law firms nationwide since 2008
He has developed and implemented outside counsel billing and case management guidelines for Fortune 500 corporations
He is a California State Bar-approved continuing legal education instructor on attorneys’ fees who has trained hundreds of executives and in-house counsel from a host of Fortune 500 corporations
Mr. Stiefel is qualified as an attorney-client fee dispute arbitrator with the California State Bar’s Mandatory Fee Arbitration program and as a judge pro tem with the California Superior Court for the County of Los Angeles
SAMPLE ENGAGEMENTS
Grant Stiefel was the testifying fee expert on a series of fee applications by class counsel in Jones v. Wells Fargo, on behalf of aggrieved California consumers in the first consumer class action brought under the Unruh Act. Relying upon Mr. Stiefel's testimony regarding the reasonableness of hourly rates and overall work performed, the trial court awarded more than $25 million in attorneys' fees to class counsel
The district court for the Central District of California adopted and approved Mr. Stiefel's methodology for identifying and quantifying block-billed, vague and redacted billing entries in cutting Plaintiff's fee request by more than sixty percent in CNS v. Planet, from $4.8 million to $1.9 million
In Vides v. ABM Janitorial Services, the trial court reduced Plaintiff's fee request in a FEHA action by over $1 million based upon Grant Stiefel's expert testimony. Plaintiff moved for an award of $1,578,232.50 in attorneys' fees, which the trial court reduced to $544,183.12. Mr. Stiefel's testimony showed that the hourly rates claimed by Plaintiff's counsel were unreasonable under the circumstances, that excessive time was spent on inter-office communications, and that the matter was overstaffed
LITIGATION LIMITED 3377 W. Clyde Place Denver, CO 80211 (424) 223-8252
"Grant Stiefel draws on his experience as a big firm trial lawyer to help companies save on outside legal fees." -- NALFA (National Association of Legal Fee Analysis)
“Mr. Stiefel’s qualifications as a testifying fee expert cannot seriously be in dispute.” Hon. Michael Paul Lindfield, Los Angeles County Superior Court (Trial Proceedings, February 14, 2014)
MCB Consulting (MCB) is a Commercial Transportation company well-known for significantly reducing Fleet Maintenance Costs for all of its clients in public, private, and governmental sectors. They have over 100 years of fleet, logistics, and leadership expertise in the airline, construction, transportation, service, utility, and sanitation industries.
Through the implementation of cost effective fleet asset and leadership processes, MCB makes the global marketplace a safer place to live and do business. They lower operating costs, increase efficiencies, improve fuel mileage, and lower vehicle emissions, to improve the environment in which we live. Additionally, they strive to increase the self-esteem of their clients’ employees through the development of continuous personal and leadership programs.
The team at MCB knows that proper cost control requires expertise in preventative maintenance, procurement, technician productivity, inventory control, warranty management and breakdown analysis. For over 30 years, they have been helping transportation and service company's keep fuel, maintenance, tire, and labor costs, the largest expenses that fleet operating companies incur, to a minimum.
Partial Client List: MCB Consulting has assisted organizations such as UPS, Con-way Freight, Waste Management, and Great Dane Trailer Manufacturer.
Consulting Services
Maintenance Cost & Breakdown Analysis & Solution Development
Michael C. Buck, President of MCB Consulting, is a Commercial Transportation Expert with over 30 years of experience. Mr. Buck launched MCB Consulting to supply companies with fleet management expertise in preventative maintenance programs, procurement and warranty recovery initiatives, litigation, fuel / tire management, leadership development, and DOT, CSA, and OSHA regulatory compliance.
Mr. Buck and his team provide world-class Fleet Maintenance Management by developing methodical policies and procedures monitored by performance metrics while simultaneously providing leadership with the tools and authority to effectively assist their customers.
Mr. Buck is recognized as an experienced senior-level fleet and executive with proven success in developing systems and infrastructures to promote profitability. He is adept at bolstering the performance of both physical and human capital. A strategic communicator who will solicit buy-in and institute initiatives focused on promoting fiscally prudent organizational growth.
In transportation, increased volume due to supply and demand have come at unprecedented proportions. The industry has met these demands head-on, overcoming a multitude of obstacles all while implementing contactless pick-up and delivery methods, enhanced asset & shipment tracking, and GPS guidance.
Richard Singer is the leading expert in Golf Facility Operations, Transactions and Valuation Consulting. He has been qualified as an expert witness in cases involving golf course transactions, valuations, liability, economic potential, usual and customary practices and business plan preparation.
Mr. Singer has been the Director of Consulting Services for the National Golf Foundation (NGF) since 1997, and now has a total of 26 years of golf facility consulting experience. He first joined the NGF consulting staff in 1989 as a project analyst after completing his Finance MBA at the University of Florida. Mr. Singer has successfully managed the NGF’s well-known golf consulting practice with an industry-respected track record of success and a reputation for delivering projects on time and on budget.
Mr. Singer’s consulting services for alternative golf facilities have included both new development and operational reviews for driving ranges, putting courses, miniature golf courses, golf learning centers, executive / par-3 courses, and various combinations with other facilities. He co-authored the NGF publication How to Plan, Build and Operate a Successful Golf Range.
Nevium specializes in managing and increasing the value of intellectual property portfolios. You have your business plan; you have your marketing plan…Where is your IP plan? Quite surprisingly, most businesses don’t have an IP plan; nonetheless even know the total contents of their IP portfolio. At Nevium, we manage and monetize intellectual property and intangible assets. We believe these assets need to be identified, organized and managed in order to maximize value.
Nevium specializes in valuing, managing, monetizing and providing expert testimony related to intellectual property. Nevium values IP for business transactions, tax/estate, joint venture negotiations, transfer pricing and bankruptcy.
Nevium builds and manages intellectual asset management strategies for clients who want to monetize their IP. Mr. Bania and Mr. Buss are frequent lecturers on IP valuation and licensing issues and publish articles for numerous industry publications. Areas of expertise include music, apparel, publishing, film, food, automotive, sporting goods, furnishings, advertising, media, photography, retail and not-for-profit.
Consulting Services Include:
IP Management - Nevium Identifies, organizes and values IP and IA
IP Valuation - Nevium values brands, trademarks, copyrights, patents social media and Internet assets for M&A, estate, business transactions, tax and transfer pricing
IP Monetization - Nevium assists with setting royalty rates, building licensing agreements and buying and selling IP
Doug Bania, CLP, Founding Principal, has over a decade of expertise in managing, valuing and monetizing intellectual property. Prior to founding Nevium, Mr. Bania managed 100s of projects related to brands, intellectual property and related intangible assets. He has assisted clients in intellectual property matters related to acquisitions, litigation, bankruptcy, tax, estate, family and marital disputes, and licensing. Mr. Bania delivers presentations and seminars on IP valuation, management, and damages issues for various business and legal entities across the United States.
San Diego Office 415 Laurel Street, Suite 341 San Diego, CA 92101 Telephone: 858-255-4361 Email: info@nevium.com
Los Angeles Office 9107 Wilshire Blvd., Suite 450 Beverly Hills, CA 90210 Telephone: 310-975-3145 Email: info@nevium.com
Based on our knowledge of and ability to analyze and value businesses, valuation professionals are uniquely positioned to provide valuable information to business owners and managers regarding the financial value of their brand assets. In other words, how a company's brand assets are contributing to the company's overall financial performance. This "Special Issue" of The Value Examiner is intended to kick-start the discussion on brand valuation by identifying the opportunities and challenges in completing brand valuation assignments for our clients.
Use of the Internet and social media has become an increasingly essential element of conducting business in the United States and globally, which in turn raises new issues for calculating damages and performing valuations. With almost every business now using the Internet and social media to conduct business, cases of Internet IP infringement, IP misuse, and defamation have increased and evolved. Before the rise of these new media, cases of infringement and defamation typically occurred in print or on television and were visually obvious.
Most of the existing literature on copyright infringement is concerned with the valuation of intellectual property rather than the apportionment of the value that is directly attributable to the intellectual property asset at issue. Further, few of the currently proposed IP valuation methods and little of the literature addressing the determination of damages appears directly applicable to the case of copyright in the context of artistic productions. Within the creative arts, recorded music offers a particularly complex and interesting case within which to explore this issue, as different portions of the relevant copyright to the recorded song may be held by different persons.
Panorama Consulting Group is a technology-agnostic consultancy specializing in Digital Business Transformation and Enterprise Resource Planning (ERP) System Implementations for mid- to large-sized private- and public-sector organizations worldwide.
This highly respected firm is 100% independent of software and technology vendor affiliation. They offer a phased and integrated approach to strategy alignment and execution, enabling each client to achieve its unique business transformation objectives by transforming its people, processes, and technology.
Panorama clients include multi-national conglomerates from Amazon Robotics to Valcor Engineering, as well as governmental entities, including state and local governments, municipalities, school districs, state offices of the attorney general, and tribal governments.
Cellular Technology Limited (CTL) is a fast- growing organization in the biotechnology sector. CTL is a pioneer and industry leader in the development, use, and manufacture of standardized tools for specializing in cellular immune assays. CTL was seeking to move to a cloud solution that was industry compliant and validated.
A large capital city in the United States needed to determine the effectiveness of the organizational change management component of its ERP project. The project involved the implementation of Tyler Munis ERP software. The city was experiencing:
Panorama was engaged by the city to perform an assessment of the in-progress ERP implementation. The project had been stopped by the city in October 2019 amidst concerns about the operational readiness of the vendor’s software and the readiness of the city staff to successfully operate the new systems and corresponding processes.
The client was in the process of implementing a new HRMS system and was about a year into implementation when they encountered serious issues with the software during the testing phase. They were concerned that some key business requirements were missed at the beginning of the project and left out of the system’s design and configuration.
The Tribe hired Panorama to assist in selecting software to support its Health Service functions. This software would replace the Tribe’s current health systems. In the first phase of the project, we documented business and technical requirements, reviewed legacy systems, mapped processes, and identified pain points across
A large global retailer in the process of implementing SAP software wanted customized, on-site training for the company's internal resources. The company needed to implement inventory management modules while executing training and communications, but it had a lack of organizational change management experience.
Providing engineering, architecture, construction, and consulting solutions to the global life sciences and advanced technology industries, this firm had recently undergone an internal reorganization of its business units and operations. Each region was following its own processes, and multiple systems were being used. This led to duplicate and inconsistent data.
This multi-billion dollar professional services company was using various, disparate software applications across its worldwide operations. Many of its core business processes were not utilized globally, and dual/triple entry was demonstrated at various sites and in various functional areas.
Project Oversight Case Study: Oil & Gas: Upstream petroleum oil exploration and production company in the Middle East. Company operates several blocks, including one on the Arabian Sea, where crude oil, produced from this
While the company had little technological communication either internally or with its sister firm, the company was growing by leaps and bounds. It needed to modernize its technology and improve its business processes to continue providing outstanding customer service while meeting increased sales demand.
This consumer services company in Denver was using custom software developed in an AS/400 environment. Many of its core business processes were either manual or paper-based, and the company was struggling with the issue of sole dependency on a single employee who understood the legacy systems.
A tax and accounting firm with revenue between $500,000 and $1,000,000, was growing both organically and through acquisition. This firm had a conglomerate of various software. The main financial system (used for time, billing, and financials) was at “end of life,” meaning it was not going to be supported by the vendor in about two years time.
Client Uses environmentally sustainable practices to produce approximately 650,000 tons of chlorine-free, bleach kraft pulp annually. Generates approximately $155 million in annual revenue...
This plastic and rubber injection molding company processes orders using both a made-to-order process and engineer-to-order process. The company engineers to order through a variety of CAD systems and must undergo first article inspections prior to running production batches.
The district contracted Panorama to help in the replacement of its existing systems with a proven, commercial-off-the-shelf ERP system. The client undertook this initiative to replace aging systems, gain efficiencies and update existing processes. Another goal was to improve the timeliness, accuracy, safeguarding and consistency of information
The client was moving from manual processes and old systems to a modern system, so their employees faced a big learning curve. Unfortunately, their ERP vendor only provided them with a “jump start” program that only covered particular deliverables and activities. For example, they provided an overall communication approach but not a communication plan.
Not long ago, this global organization had implemented an ERP system across several aerospace and defense manufacturing plants. It was now considering an upgrade to the latest version of the system. However, the organization knew its end-users were still struggling to adopt the changes instituted by the prior initiative. Panorama deployed two organizational change management experts
The organization was founded in 1981 as a nonprofit, tax-exempt 501(c)(3) organization. It does not just encompass a non-profit organization but also encompasses a for-profit company that has a different fiscal year. As such, the organization must focus on tracking, reporting and financial record keeping – including tracking grants and gifts from contributor to the end-product or support delivered.
Panorama was engaged by the city to select and assist in the implementation of a new ERP and related systems. Framed as an initiative to bring a high “return on citizenship” (the amount and quality of services received for taxpayer dollars) to the city’s constituents, the project’s goal was to implement a platform that would provide the same (or better) quality
The city had been using a decades-old ERP solution and had not evaluated their business processes at any point during that time. Not only was the current ERP system not the best fit for their municipality, but the city was spending an inordinate amount of money on maintenance costs for customization and did not take advantage of instituting best practices or current technology.
Vertical integration allows the company to control all aspects of beef production. It partners with ranchers and operates feed lots, ensuring cattle are fed to their standards. In addition to its processing capabilities, the company operates its own trucking line, providing products from farm to table. The company supplies beef to the US retail grocery and foodservice markets, federal school lunch programs and the US military worldwide.
Following a career in the public and private sectors, Catherine Adams Hutt, PhD, RD, CFS, launched a consulting career and is currently President and CEO of RdR Solutions Consulting. With vast experience in her field, she provides advice and guidance on a wide range of topics, including:
Regulatory Compliance
Food Safety
Quality Systems Management
Supply Chain
Health and Wellness
Business Strategy
Product Development
Software Solutions for Product Development Processes
Dr. Adams Hutt also partners with Elizabeth Sloan and Sloan Trends to create business strategy advice for Fortune 500 businesses in the Food and Dietary Supplement categories. Sloan Trends examines consumer trends using unique predictive tools to identify emerging mega markets. They help businesses better understand the market and differentiate long-term business opportunities from short-term trends. Dr. Adams Hutt compliments the trend analysis with in-depth investigations of the science behind the issues and regulatory considerations.
A Registered Dietitian and Certified Food Scientist, Dr. Adams Hutt was formerly Chief Quality, Food Safety, and Nutrition Officer for McDonald’s Corporation and led Supplier and Restaurant Food Safety teams for YUM! Brands. She was Chief Quality Officer for Coors Brewing Company, led the North America Quality team at H.J. Heinz, and developed next generation Quality programs for the Campbell Soup Company. Dr. Adams Hutt was Assistant Administrator for the US Department of Agriculture’s Food Safety and Inspection Service (FSIS) where she led the development of HACCP as a regulatory tool. She has been an active participant in international programs, and led the U.S Delegation for the Codex Food Hygiene Committee.
Texas Office 4568 Elm Bottom Circle Aubrey, TX 76227
Virginia Office 124 South Fairfax Alexandria, VA 22314
Restaurant Consulting Innovations (RCI) provides services to the Restaurant / Food Services Industry, whether for new development, existing concept re-development and enhancement, or salvaging a company in crisis. RCI provides a highly focused and effective approach from evaluation to implementation of solutions to benefit their clients in the most efficient manner.
Clients List - Joe's Crab Shack, Cask ‘n Cleaver, Lord Charlie’s, El Gato Gordo, Pizza Pronto, Safari Bar Restaurant, Shark Club, Bull Dog Grill, Stronghouse, Pangea, The Ballroom, Juarez Grill, Dickerson’s Club 29, Yucatan Liquor Stand, Zepp’s Atomic Tex Mex, Cabo Grill, Angel Stadium, In Cahoots, The Ball Room, Slick Willie’s, Rodeo, Jake’s, Bobs on the Bay, Crabby Bob’s Seafood, PizzaRev, Honolulu Harry’s, Lahaina Mai Tai Lounge, Canyon Grill, Campagnia, Huey’s Grill & Brewery, Gladstone’s Long Beach, Pro’s Ranch Markets, Lily's Doughnuts & Pops
Consultant Services:
Design Build Management - Design from Culinary Vision to Construction Documentation, Full Project Management / Installation, Consolidation and Delivery, Site Surveys to Determine Operational Efficiencies, Custom Stainless Fabrication, GPO Procurement Power
Business Coaching - Leadership Development & Accountability, Performance Optimization, Franchise Model Development, Value Enhancement to Sell or Leverage Bank Financing, Business Performance Reviews, Strategic Planning, Business Turnarounds, New Concept Development
Industries Served - Independent Restaurants, Multi Unit Operators, New Concepts & Emerging Brands, Franchise Companies, Food-service Suppliers, Hotel Food & Beverage, Investors / Private Equity / Landlords, Wineries, and Virtual Kitchens
Gary R. Coburn, Principal at RCI, is an award-winning Restaurant Executive with 40 years of experience creating, opening, running, and advising hundreds of full service restaurants, limited service, quick-service, bars and nightclubs. Additional expertise in restaurant franchising and commercial kitchen design/build from remodels to ground up including conceptual development, viability and business interruption.
With over four decades in the industry, Mr. Coburn has held positions as VP of National Accounts and Design Build for the largest commercial kitchen and distribution company in the country to, Director of Operations, President, COO, Executive Director of Food Services and owner operator. His management experience has included supervising more than 2,000 employees, including 170 managers, along with overseeing consulting assignments for numerous companies.
Sandman Legal P.C. is the only law firm with a focus on the needs of the expert witness community. Their founder is a practicing attorney, licensed to practice law in California and Illinois, with 20 years of legal experience and a deep understanding of the expert witness and medical expert witness industry. After nearly a decade of experience in multiple executive leadership capacities, including five years as president for the nation's leading medical expert witness consulting firm, he left to pursue his long-time goal and launched Sandman Legal P.C., a provider of legal and dispute resolution services to the expert witness community and beyond.
Consulting Services for Expert Witnesses:
Contract Review and Drafting
Fee Schedule Review and Drafting
Resolution of Disputes Specific to the Expert Witness Industry
Insurance Policy Review and Consulting
General Counsel Services
Dan Sandman, Esq., is an attorney, business executive, and founder of Sandman Legal P.C. He is respected for his education, experience, and commitment to his clients. Dan is energized by empowering individuals and teams, developing successful operational models, maximizing client relationships, and delivering unsurpassed business growth for individuals and legal services organizations in the expert witness space. Dan possesses a blend of experience working to grow private equity-backed companies, public service organizations, and individually owned businesses.
Dan's business leadership includes a focus on building coalitions with administrative agencies, increasing visibility for public campaigns, and advising individuals and executive teams on business and legal issues to mitigate risk. Additionally, he has held several board leadership positions and related affiliations in the legal profession and in the public sector.
Medical Expert Witness Retainers, Contracts, and Insurance with Dan Sandman, Esq - PGD
Most recently, Dan furthered his legal education at the Straus Institute for Dispute Resolution, Caruso School of Law at Pepperdine University. He successfully completed the certificate program entitled Mediating the Litigated Case, the number one mediation program in the nation. Dan's focus as a certified mediator is on business disputes, personal injury matters, employment cases, medical malpractice, and community-based issues.
Summit Associates of Bedford is a Materials and Manufacturing firm offering growth strategy, operations improvement, and international sourcing to commercial clients ranging in size from $3 to $150 million.
Summit Associates has a record of fixing troubled organizations and driving growth in complex technology based operations. Skilled at positioning small and middle market companies for sustained growth, they have commercial experience in ten countries, including creation and oversight of global partnerships in Europe and India and acquisition, sale, and licensing of fifteen technologies in seven countries.
Consulting Services:
Turnaround Leadership
Organizational Change and Alignment
Accelerated New Product / Market Development
Product Launch
Lean Manufacturing
Technology Acquisition Sale and Licensing
International Partnerships
Technology Valuation
Principal, Thomas W. Caldwell, PE, has over 40 years of experience in Materials Research and Development, Process and Product Development, and Manufacturing Operations in the Precision Cast and Machined Products industry.
Mr. Caldwell has designed and manufactured components for consumer and industrial products, including safety-critical applications such as aircraft landing gear brakes, seat belt lockup devices, windshield wiper, and window lift motor systems. He has experience creating and guiding technology development and manufacturing partnerships in Europe and Asia, licensing and selling intellectual property and creating supply chains in China.
Mr. Caldwell has lectured in the USA, Germany, Switzerland, and India on manufacturing premium quality metal products and manufacturing processes, and was a technical paper peer reviewer for 20 years for the Society of Automotive Engineers. A United States patent holder, he has published peer reviewed research in electrochemistry and materials processing, and has written and spoken numerous times on the subject of Materials Selection.
J. Armand Musey, CFA, JD/MBA, founder and president of Summit Ridge Group, LLC, provides consulting services for the Satellite, Media and Telecommunications Industries including business appraisal, intangible asset valuation, strategic consulting, custom research.
Mr. Musey is a highly regarded financial analyst with expertise in Asset Valuation, Business Valuation, Financial Analysis of Economic Damages and Financial Scenario Analysis. He also has significant experience in corporate governance and investment research practices. Mr. Musey's clients include media and communications companies, institutional investors, law firms and other professional services providers.
Mr. Musey has a unique blend of 16 years of equity research (top-ranked sell-side analyst), investment banking and consulting experience. He has completed dozens of financial valuation, strategy analysis, business development and business plan creation assignments in the communications industry. He has experience in 18 financing and M&A transactions.
Sunset Consultants is an Architectural and Engineering Management firm that provides professional strategic planning and management consulting services for various entities, including those that need help with planning or architectural projects. Sunset's clients include well-established design firms and new professionals learning the basics of running an independent business. Sunset provides the following services:
Project Management
Profit and Loss Analysis
Business Development
Merger and Acquisition Analysis
Sales and Marketing Advice
Strategic Planning
Principal, David J. Brotman, FAIA, is an accomplished Senior Executive with a proven career and solid experience in all aspects of Architectural and Engineering Firm Management. Mr. Brotman's skills include all facets of Architectural Practice. His worldwide, multi-million dollar project experience includes retail, office, hotel, institutional, and mixed-use.
Mr. Brotman has a successful track record and expert qualifications in improving quality of work, market share, delivering strong revenue, and profit gains. His experience encompasses start-up, turnaround, high-growth, and multi-national operations. David Brotman holds a reputation among colleagues, subordinates, and associates for creative imagination, vision, team building, and leadership skills. He specializes in envisioning an end-result, then leading a management team to realize that result with marked improvements along the way.
Swenson Consulting offers Snow Removal Services and developed its own proprietary snow operations software and can help business owners who desire to build or maintain a software package to assist their snow operations. They offer general business advice for many different types of situations including:
Growth Development and Strategy for Snow Removal Businesses
Diversification of Snow Removal Business Services
Effective Collection of Invoicing for Snow Removal Businesses
Principal, Jeremy Swenson, CSP, has satisfied requirements by SIMA (largest nationally recognized snow and ice trade organization-Snow and Ice Management Association) to become a Certified Snow Professional. There are less than 250 CSP’s in the USA.
Mr. Swenson owned and operated Snowmen, one of the largest snow and ice management companies in North America for over 20 years. He has obtained Security Clearance and is trained for onsite snow operations at the IRS Regional Headquarters, FBI Headquarters, Department Of Treasury Buildings, and many types of Airport, Railroad, Organ Transplant Centers, and Medical facilities. He stays current with the modern methods and systems used today in snow and ice removal operations, procedures, equipment, contracts, and is very familiar with the types of de-icers used in the snow removal industry today. He has successfully navigated hundreds of slip and fall accidents and snow removal-related incidents. After overseeing thousands of commercial accounts over the years, he has worked through almost every issue that is relevant to a snow removal operation in the industry.
Rod Tasker specializes in Payment Services, Transaction Banking, and e-Commerce. He has over 20 years of experience working for major banks in strategic and business planning and cradle to grave product management, including business cases, feasibility, piloting, commercialization, and retirement. Mr. Tasker consults in strategic management and innovative solution delivery in the banking and finance industry. His achievements in Australia and internationally include: - Leading a team of 25 people in developing an internet payment service - Developing an enterprise Sales and Service architecture for a major bank - Developing an international payments business architecture & operations strategy for a major bank - Obtaining consensus amongst a consortium of 15 global banks for the strategic vision and plan for implementing B2B international ePayments - Developing a variety of e-Banking and e-Payment products and services - Building a payments business from start-up as CEO
Areas of Expertise:
Payments
e-Commerce
Transaction Banking
Identity Services
Product Development / Product Management
Piloting
Commercializing
Business and Strategy Formulation
Consulting Services - Mr. Tasker is engaged by companies that offer payment services as products or services, or for whom payments are "strategic" or "core," for example, insurance companies, exchanges, retailers, and investors wanting to evaluate payment business acquisitions, mergers, or funding opportunities. His services include:
Strategy Formulation
Business Planning
Profitability Improvement
Change Management
Program and Portfolio Management
Regulatory Compliance
Risk Analysis
Ventures / Mergers & Acquisitions
Business Resumption Planning Disaster Recovery Consultant Leo Wrobel
Leo A. Wrobel has earned broad notoriety and acclaim as an author, technologist, speaker, and Mayor (former) for over 30 years. Leo is a principal at Dallas-based b4Ci Inc. and is a nationally known Business Resumption Planning and Disaster Recovery expert.
Leo and his team have served as advisors to Boards of Directors for businesses of all sizes and types. His seasoned advice can save money now and make money later. His team has included the founder of Qwest, Director of the US Mint, Chief of Staff to the Chairman of the Texas Public Utility Commission, the President of Fidelity Telecommunications, and more.
Speaking Engagements: An engaging speaker, Leo has a dynamic presence and a passion for perfection. Rest assured your audience will stay awake as this energetic speaker makes the complicated simple, and conveys even the most abstract technical concepts in a fun and lighthearted manner! Leo has published 12 books and 800 trade articles and has lectured worldwide including Tel Aviv Israel, Santiago Chile, and most recently as a guest of the Chinese Academy of Sciences in Beijing. Wrobel has also extensively supported legal teams in Disaster Recovery and telecommunications cases.
Praise and Accolades for Leo A. Wrobel:
As a Seminar Host:
Very knowledgeable. Ready to explain and eager to hear questions. Excellent.
"Presentation skills were very effective and no question was a dumb question."
"Good anecdotes and real-life examples, Excellent."
"Leo adapted the course to fit our needs."
As a Consultant:
"You have us pegged. Your methodology is perfect, don't change it." - CIO of $76 billion financial services company
Five Stars on Amazon.com!
"Disaster Recovery Planning for Communications and Critical Infrastructure is a scholarly examination of how the vulnerabilities in modern-day infrastructure can best be protected from threats such as terrorism and natural disasters. Authors Leo A. Wrobel and Sharon M. Wrobel, both highly skilled professionals in the field, cover the technologies that can help spread the word quickly when things go wrong, how to set up procedures for "4Ci" (Command, Control, Communications, Computers, and Intelligence), the basics of a solid emergency response plan, templates for assessing the weaknesses of everything from hospitals to power grids to large business enterprises, "first alert" procedures, and much more. A scholarly, well-researched text featuring cutting-edge, life-saving preparation measures, Disaster Recovery Planning for Communications and Critical Infrastructure is an absolute must-have for disaster recovery planners and experts, and anyone else responsible for planning for worst-case scenarios. Highly recommended."
See more Wrobel books at link above or order at www.4ci.us.
Technology professionals who are serious about seeing their career elevate beyond the level of bits and bytes will go above and beyond what their peers choose not to do. Noted author and technical futurist Leo Wrobel explains why verbal and written communication skills are key to not only keeping a job but climbing the corporate ladder.
Unless you're trying to land your CEO in jail, your disaster recovery plan had better be good. Leo Wrobel explains how the passage of the Sarbanes-Oxley Act of 2002 ultimately means that you really need a plan that protects your data.
Your small business can go from thriving to surviving in the time it takes for an earthquake, an intruder, or some other disaster to wreak havoc on your property. Leo Wrobel explores some steps that even very small businesses can take to prevent or handle a disaster and get back to normal.
Reflective of this reality, the most successful expert witness not only has knowledge which is unsurpassed in his or her profession, but also the appearance of objectivity, earnestness and charisma to convey that expertise to non-technical persons.
Addressing the vulnerabilities in today s critical infrastructure to natural disasters and terrorism, this practical book describes what you should be doing to protect your infrastructure before the unthinkable happens. You learn how to maintain command and control in any disaster, and how to predict the probability of those disasters.
This book discusses the security measures for telecommunications systems. Topics include common exposures in recovery planning, sizing the project and defining the phases, developing operating and security standards and more. DLC: Telecommunication systems - Security measures - Planning
Offering hundreds of tips, templates, checklists, and pointers to information in the public domain, Business Resumption Planning, Second Edition assists you in creating a rock solid recovery plan for any size organization. It provides the information you need in order to coordinate first responders to meet any disaster scenario head on, whether involving computers, telecommunications, or infrastructure in a timely and effective manner.
Using simple, nontechnical language, this practical guide explains the often complicated process of building private networks and using special facilities from local and interexchange telephone companies. Concrete, real-life examples are presented that will benefit anyone charged with charting and implementing corporate telecommunications plans or information technology policy.
Enterprise Resource Planning Consultant Eric Kimberling
Eric Kimberling, MBA, is one of the most recognized and respected independent Enterprise Resource Planning (ERP) systems experts in the world, giving 100% unbiased advice to clients for more than 20 years.
Throughout his career, Mr. Kimberling has helped hundreds of high-profile enterprises worldwide with their ERP initiatives, including Nucor Steel, Petro Masila, the Yemen Government, the City of Charlotte, NC, Fisher and Paykel Healthcare, Kodak, Samsonite, Coors, Boeing, Duke Energy, Filson, and Lucent Technologies, and the Alaskan Native Tribal Health Consortium, to name a few.
Mr. Kimberling has helped manage ERP implementations and reengineer global supply chains in countries as diverse as China, India, Singapore, Hong Kong, Australia, New Zealand, South Africa, Lebanon, and the United States. He has won numerous industry awards for his experience and contributions, including Supply Chain Pro to Know and Best Independent ERP Blog award from ERP Focus.
Consulting Services:
ERP Software Selection
SAP, Oracle, Microsoft Dynamics, Epicor, Infor, and other ERP Systems
Organizational Change Management
Implementation Project Management
Independent Verification and Validation
Project Recovery
Merger and Acquisition Business Integration via Strategic Planning
Business Process Reengineering
Six Sigma
Enterprise Strategy
Mr. Kimberling has dedicated himself to giving keynote speeches at industry conferences and universities worldwide, and has been quoted in thousands of articles in newspapers, magazines, and books, including the Wall Street Journal, CIO Magazine, and Fortune. He has authored, published, and presented more than 50 ERP articles and white papers, and is the author of Panorama’s series of ERP Reports, quoted in dozens of publications per year. He is also the author of the acclaimed book, “Lessons from 1,000 ERP Implementations.”
Mr. Kimberling holds an MBA with an emphasis in operational strategy and a Bachelor of Science in business administration from Daniels College of Business at the University of Denver. He is also Six Sigma certified and a certified practitioner of multiple ERP solutions, including SAP, Siebel, Oracle, Microsoft Dynamics, Epicor and Infor, among others. He has won numerous industry awards for his experience and contributions, including Supply Chain Pro to Know and Best Independent ERP Blog from ERP Focus.
I have been involved with Microsoft Dynamics implementations for nearly 20 years now. I have also spent the last decade providing Microsoft Dynamics expert witness testimony in implementation failures and lawsuits.