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Yearbook of Experts® member profiles
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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About: WHAT I DO: For over 30 years, help Small and Middle Market executives and business leaders make & keep more money with less risk by providing access to best in business niche experts when you find that next pain point, challenge or opportunity. WHO I WORK WITH: Leaders whose organization sometimes feels like a best kept secret, coasting on past success, or just stuck, helping leaders. WHAT MAKES US DIFFERENT: Unlock cash-flow and increase profitability with access to 100 best-of-the-best experts, often better and cheaper than incumbents. Save yourself an expensive time-consuming period of trial and error by taking advantage of Gary's global work with over 200 companies, 30 years of business experience in every major C-Suite role, growing equity value and sustainable bottom line profitability. READY TO TALK: Imagine what I could do for you. Start making better, more profitable, business decisions, email gary@FiscalDoctor.com or call 678-319-4739
Kris Putnam-Walkerly -- Global Philanthropy Expert
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About: For over 23 years, top global philanthropies, UHNW donors, celebrity activists, foundations, wealth advisors, and Fortune 500 companies have sought Kris Putnam-Walkerly's philanthropic advisory services to dramatically increase the clarity, speed, impact and joy of their giving. As a sought after philanthropy advisor, expert and award-winning author, she's helped hundreds of foundations and philanthropists strategically allocate and assess over half a billion dollars in grants and gifts. Kris also contributes expert philanthropic commentary to the WSJ, Forbes, Washington Post, Bloomberg, Alliance Magazine, Variety, Thrive Global, Worth Magazine, NPR's Morning Report, and other media. Awards include being named 'Philanthropy Advisor of the Year' in 2020 and 2021, 'Most Dedicated Philanthropic Advisor' in 2021, and one of 'America's Top 25 Philanthropy Speakers.' Kris is the author of Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving (Wiley, 2020) and Confident Giving: Sage Advice for Funders.
 

Recent News Releases
 Date HeadlineParticipant Name
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05/01/2023
Kris Putnam-Walkerly -- Global Philanthropy Expert
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04/18/2023
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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01/07/2023
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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11/11/2022
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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09/06/2022
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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07/05/2022
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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06/18/2022
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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04/20/2022
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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03/25/2022
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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12/21/2021
Gary W. Patterson -- Big 4 CPA, Stanford MBA

Blog Posts
 Date HeadlineParticipant Name
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09/18/2023
Seamless Succession: How Foundations Can Optimize Executive Transitions Kris Putnam-Walkerly -- Global Philanthropy Expert
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08/17/2023
11 Elements of a Foundation Executive Transition Plan Kris Putnam-Walkerly -- Global Philanthropy Expert
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07/25/2023
The Hidden Risks of Neglecting Succession Planning in Foundations Kris Putnam-Walkerly -- Global Philanthropy Expert
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06/28/2023
Embracing Boldness and Discomfort: How Foundation Boards Can Support Big Visions Kris Putnam-Walkerly -- Global Philanthropy Expert
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06/07/2023
The 3 Real Reasons Your Family Foundation Needs a Succession Plan Kris Putnam-Walkerly -- Global Philanthropy Expert
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05/27/2023
Dare to Dream: Your Summer Philanthropy Challenge Kris Putnam-Walkerly -- Global Philanthropy Expert
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05/16/2023
20 Ways a Philanthropy Advisor Can Help Your Foundation Kris Putnam-Walkerly -- Global Philanthropy Expert
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05/01/2023
Putnam Consulting Group Shortlisted for Prestigious Family Wealth Report Award in Philanthropy Advice for Second Year Running Kris Putnam-Walkerly -- Global Philanthropy Expert
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04/24/2023
Clarifying Your Philanthropic Legacy: A Guide for Families and Foundation Leaders Kris Putnam-Walkerly -- Global Philanthropy Expert
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04/10/2023
Harnessing Turbulence to Fuel Innovation in Philanthropy Kris Putnam-Walkerly -- Global Philanthropy Expert




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