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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
D. Kevin Berchelmann - Speaker -- Strategist -- Executive Facilitator
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About: Kevin Berchelmann is an expert in management, leadership, and strategy, specializing in organizational development and value-added human capital strategies. With 20+ years of senior executive experience before starting his successful consulting firm, Triangle Performance, LLC, Kevin is an engaging and sought-after speaker, and his firm was recently awarded #9 on Houston's 'Fast 100,' fastest-growing privately held companies. Client list includes Fortune 100 (Archer-Daniels Midland, Sprint) through small, family-owned businesses located across the country.
Greg Womack -- Certified Financial Planner
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About: For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. He has earned professional certification by the College of Financial Planners, headquarters in Denver, Colorado, and is entitled to use the “CFP” professional designation. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He has authored numerous articles and has been quoted in nationwide publications, including: Barron’s, The Wall Street Journal, Kiplinger’s, USA Today, U.S. News & World Report, and TheStreet.com.
James D. Feldman -- The NOWIST
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About: James D. Feldman, CSP, PCS, CPT, CITE is the creator of Shift Happens! Jim is a professional Change Management speaker. As the owner of several businesses and consultants with Fortune 1000 companies, Jim has been on the receiving end of changes in the business. He shares numerous stories, valuable techniques and creative problem-solving in a hilarious and content-rich presentation, article or interview. Jim customizes each speech or interview to meet your needs. He researches your company or organization and creates a plan for change using real-world examples. Jim collaborates with organizations to evaluate problems, create a vision where others aren’t looking, capture what others are not seeing, by providing UNCOMMON, common sense.
Val Wright -- Global Leadership and Innovation Expert
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About: Internationally acclaimed innovation expert Val Wright was named as one of the top 50 resources for Chief Operating Officers by ClickSoftware. She is one of only 64 experts inducted into the Million Dollar Consultant® Hall of Fame. The global clients who have requested her help include Starbucks, LinkedIn, and Financial Times. Val’s corporate experience includes tenures during dramatic growth periods at Amazon, BMW, and Microsoft. Val participated on the small team that created the fastest-selling device of all time, Kinect for Xbox, which won a Guinness Book of World Record, selling over 20 million devices. Val’s books include: Thoughtfully Ruthless: The Key to Exponential Growth, named best business book by Independent Press Awards and NYC Big Book Awards, and The Innovation Trifecta: How to Catapult Innovation by Creating a Symbiotic Relationship between Creative, Business, and Technical Minds. She is a regular contributor on CNBC, Bloomberg, Reuters, LA Times, and Today.
Sam Waltz, APR, Fellow PRSA
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About: Samuel L Waltz Jr, Greenville, DE, is a nationally known business and civic leader who is founder of Alliance1099.org LLC, a Professional Society for 1099 Independent Contractors. A Vietnam-era Veteran of US Army CounterIntelligence, he is an early-out DuPont Co External Affairs executive who in 1993 founded SamWaltz.com Strategic Capital & Business Counsel (www.SamWaltz.com), a business and pu...
Edward Poll, J.D., M.B.A., CMC -- Law Firm Management Expert
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About: Ed Poll, J.D., M.B.A., CMC, is a nationally-recognized expert in law practice management. He coaches attorneys to increased profitability, consulting with them on issues of internal operations, business development, and financial matters. Ed brings his clients a solid background in both law and business. He has 25 years experience as a practicing attorney and has also served as CEO and COO for several manufacturing businesses. Poll is the author of numerous publications that have become the definitive works in the field and is a syndicated columnist for the Dolan Press; he also writes for the Association of Legal Administrators. He publishes a weekly LawBiz(R) Tips and blogs regularly at www.LawBizBlog.com. He?s a Fellow of the College of Law Practice Management & a charter member of the Million Dollar Consulting Hall of Fame. No one knows more about running a law practice than Ed does.
Dr. Nilda Perez -- Futurist, Business Foresight Strategist, Speaker, Author
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About: Dr. Nilda Perez is an expert futurist, speaker, mentor, trainer, author, and talk show host. Her expertise consists of delving into the trends that shape the future. She prepares entrepreneurs and organizations become future conscious and as a result positioning themselves as thought leaders in their industry. Through foresight business owners discover the opportunities available to them and create breakthrough ideas, initiatives and implement proven business strategies. Dr. Nilda is dedicated to prepare entrepreneurs to become future conscious to design their desired future and catapult their business. Foresight Dr. Nilda Perez is an academically trained Futurist with a Doctorate in Strategic Foresight from Regent University. She is Deputy Director of Global Marketing Outreach of the Association of Professional Futurists. And an adjunct professor at Indiana Wesleyan University's DeVoe School of Business. A Certified Coach specializing in Business Strategies, Executive and Professional Coaching.
U.S. Army War College
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About: Since 1757, the U.S. Army War College has prepared senior military leaders for service at the national and international level in war and peace: Eisenhower, Patton, Halsey, Bradley, Schwarzkopf & o...
Ajay Kaul, Author Mumbai Matinee
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About: Travel to Mumbai, India Vicariously Through the Eyes of a World Traveler Who’s Been to all Seven Continents. Fall in love with India and the bustling city of Mumbai. Learn about the city and it veritable feast of commerce, people, and danger which make up India’s most populous city and financial capital. 'What stands out about Mumbai is that it is perpetually open for business. People can look for opportunities and count on them. There is huge encouragement everywhere,' says Ajay Kaul, author of Mumbai Matinee, a truth-based fiction that acts as both memoir and travelogue.
Leila Belmahi -- Growth Strategy Consultant
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About: Leila Belmahi is the CEO of New York City and Miami-based innovation and growth strategy firm, Mariner's Bow. The boutique firm specializes in market research, product development, branding and marketing strategy for do-good businesses. Over the last decade, Leila has used her proven methodology for research-validated innovation to help over 200 clients (like Microsoft, American Express, Hershe...
Lisa Anderson M.B.A. - Manufacturing and Supply Chain
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About: Lisa Anderson, President LMA Consulting Group Inc., is known as the 'Manufacturing Connector' and is a leading expert in bridging the gap between supply chain strategy and execution to dramatically improve service levels, accelerate cash flow and maximize profits. She partners improves supply chain and operational efficiencies with the implementation of process improvement programs such as sales, inventory and operations planning (S&OP) and on selecting, leveraging and implementing ERP systems. Lisa has spoken at several industry conferences , is the author of Leverage Social Networks to Drive Bottom Line Results and has been quoted widely including the Wall Street Journal.
American Association for Long-Term Care Insurance
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About: Jesse Slome is one of the nation's leading long-term care insurance experts. Executive Director of the American Association for Long-Term Care Insurance (www.aaltci.org), the industry trade group, Slome is the author of 20 books, booklets and consumer guides on the subject of long term care planning. Slome directs annual LTC insurance research studies which are published in the Association's annual Long-Term Care Insurance Sourcebook. Slome is also director of the recently formed American Association for Critical Illness Insurance (www.aacii.org).
Matt McCann -- Long Term Care Expert
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About: Matt McCann is recognized as one of the nation’s leading Long-Term Health Care (LTC) specialists and a nationally known speaker on LTC issues. Since 1998, Matt has been a leader in finding solutions for the physical, emotional and financial burdens LTC places on the American Family. He has been recognized by the American Association for Long-Term Care Insurance as one of the top specialists in the country. He has also worked in sales management for two of the leading organizations marketing LTC products. Matt now runs his own firm, McCann Insurance Services, Inc.
James J Talerico Jr - SMB Expert - Management Consultant
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About: James J. Talerico, Jr., CMC is a nationally recognized small to mid-sized business expert located in the Dallas – Ft. Worth area, and the CEO and Founder of Greater Prairie Business Consulting, Inc. With more than thirty- (30) years of diversified business experience, Jim has a solid track record and an A+ BBB rating helping thousands of business owners across the US and in Canada tackle tough business problems and improve their organizational performance. His client success stories have been highlighted in the Wall St Journal, Dallas Business Journal, Chicago Daily Herald, and on MSNBC’s Your Business. He has also consistently been ranked among the 'top small business consultants' followed on Twitter. He is a periodic guest on 'The Price of Business,' a nationally syndicated radio program on Bloomberg Talk Radio, and is regularly quoted in publications like the New York Times, Dallas Morning News, Philadelphia Inquirer, and on INC.com.
Dr. Lisa M. Aldisert -- Leadership is a Mindset
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About: Dr. Lisa Aldisert believes that leadership is a mindset. That’s why as an executive advisor, she teaches leaders to embrace leadership in from the practical to the conceptual. Working closely with her clients, Aldisert helps develop leaders’ ability to build character, trust instincts, leverage communication skills, enhance original thinking and respect time. When these leadership skills are unleashed, leaders have less fear, more wins and overall greater velocity in their careers. She works primarily with entrepreneurs, executives, business owners and practice professionals. Dr. Aldisert is available to comment on Leadership is a Mindset as well as executive women in business, family-owned enterprises and the changing face of the United States workforce. She is the author of 'Valuing People: How Human Capital Can Be Your Strongest Asset' and 'Leadership Reflections - 52 Leadership Practices in the Age of Worry.'
Voss W. Graham -- InnerActive Consulting
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About: Organizational Architect who helps Small Business Owners to Build and Grow their Business Enterprise successfully. Expertise getting people to the next level of performance. Expertise in executive, manager and fast-tracker coaching. Provide insight for effective communication for individuals and teams. Experienced in Major Account Selling - moving sales teams and management from transactional to key account selling. Guide selection process using assessments and the interpretation of assessments to get the right people for the right jobs. Aligning Your Performance with strategic objectives for accelerating growth. Author - Three Games of Selling.
Dr. Maynard Brusman - Emotional Intelligence & Mindful Leadership
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About: Dr. Maynard Brusman is a consulting psychologist, executive coach and president of Working Resources. We coach leaders to cultivate creativity, clarity, focus and trust in a full engagement culture. Maynard is an emotional intelligence and mindful leadership development expert. He facilitates leadership retreats nationally and in Costa Rica. He has appeared in a variety of media including Forbes, the Wall Street Journal, USA Today, San Francisco Chronicle, NBC, and Fast Company. The Society for Advancement of Consulting has awarded Dr. Maynard Brusman two rare 'Board Approvals' in leadership development and executive coaching.
Gayle Lantz - Leadership Expert
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About: Gayle Lantz is an leadership expert and executive coach who helps organizations improve performance. She provides organizational consulting, strategic planning, executive coaching and speaking services in areas related to leadership and career development, team improvement and cultural change. Clients include such organizations as NASA, Microsoft, Southern Company and BBVA Compass Bank. Her articles have been featured in a variety of business publications around the world. Gayle Lantz is author of 'Take the Bull by the Horns: The Busy Leader?s Action Guide to Growing Your Business . . . and Yourself.' She is also creator of The Leadership Journal.
Mellanie True Hills -- Health and Productivity Expert -- StopAfib
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About: This best-selling author is your internationally-recognized expert on heart disease, wellness, workplace productivity, stress, life balance, and women's business success. As founder of the American Foundation for Women's Health, she saves lives by sharing her near-death experiences with heart disease and stroke and launched www.StopAfib.org to advocate for patients with atrial fibrillation, a life-threatening irregular heartbeat. Her successful track record as transformation agent includes being a high-tech executive and an Internet pioneer (Dell, Cisco, JCPenney).
Jim Mathis, IPCS, CSP, MDiv. - The Reinvention PRO
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About: World markets are on a roller coaster from global economic events that are changing daily. Business leader and Reinvention PRO Jim Mathis, PCS, CSP, MDiv. isn't surprised. 'We've got to realize that things are coming back like they were... in a different way and adapt accordingly.' Mathis says that business leaders need to reinvent! Reinvention Made Easy is about how business leaders can adjust themselves in a world of higher expectations and constant change. 'Change Your Strategy; Change the Results.' What is changing in your sector?
Vicki Rackner MD --- Selling to Doctors
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About: Would you like to increase your power of persuasion with physicians? Master B2D Communication? -- Author, speaker and consultant Dr. Vicki Rackner helps you understand how doctors think, quickly build rapport and persuade doctors to 'buy' your ideas, products and services. Whether you work with doctors all day long or you're just breaking onto the physician niche, you can: Dramatically improve your ability to reach physicians, graciously ask for referrals, talk so doctors will listen, craft offers doctors love, avoid the land mines that blow up sales, secure your role as a trusted advisor - Make more sales. Accelerate your business growth by working more effectively with physicians.
Pam Hamilton, Founder Small Business Legal Services, P.C.
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About: My name is Pam Hamilton. As an attorney and small business legal expert I founded Small Business Legal Services, P.C., specifically to address the needs of smaller and home-based business owners, that are often overlooked by larger firms. We are committed to helping small and home-based business owners implement effective business structures, systems, asset protection and marketing strategies to systematically grow a more profitable business. At Small Business Legal Services, P.C., we believe, with a little nurturing a small or home-based business has the potential to grow and thrive anywhere! Visit me online to check out my website and blog or to get more information at: http://www.PamHamilton.com
Gail Rubin, The Doyenne of Death, Funeral Expert
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About: Gail Rubin, CT, is a pioneering death educator who starts serious conversations with humor and funny films. She's a speaker, author, TV/radio host and Certified Funeral Celebrant. Her motto: 'Talking about sex won't make you pregnant, and talking about funerals won't make you dead.' As The Doyenne of Death (R), she helps families reduce stress, minimize conflict, save money and create a meaningful, memorable 'good goodbye.' She's the author of A GOOD GOODBYE: Funeral Planning for Those Who Don't Plan to Die, KICKING THE BUCKET LIST: 100 Downsizing and Organizing Things to Do Before You Die, and HAIL AND FAREWELL: Cremation Ceremonies, Templates and Tips. She also created The Newly-Dead Game (R) to help families learn their loved ones' last wishes. Albuquerque Business First named her one of their 2019 Women of Influence. Download a free planning form and 50-point Executors Checklist at www.AGoodGoodbye.com.
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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About: We are living longer, with greater wealth and health. Living up to 100+, with financial freedom and vitality, is now possible--if you plan for it. Imagine the unlimited potential to explore what life has to offer! Most people miss planning to live a longer life, thus end up regretful positions. Age Brilliantly is here to change that. With a longer life span, how do you make those days meaningful and fulfilling? What resources do you need to make your plan possible? Age Brilliantly is an interactive community platform that provides you with the resources you need to create a fulfilling life plan and to help you make the best aging decisions so you can lead a fulfilling life to 100+.. Join as a member and get exclusive access to interact with members and experts, stay informed and be the first to know about events/workshops!
Jennifer Beever
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About: Jennifer Beever is the original 'CMO for Hire' who drives marketing results for clients through both traditional and online marketing. Jennifer and her team have planned and launched strategic marketing campaigns for B2B companies, with particular emphasis on digital marketing since 1998. Jennifer received the Inbound Marketing Certified Professional (IMCP) with Honors Distinction, which only 1...
Joanne Weiland -- LinktoEXPERT
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About: LinktoEXPERT - a revolutionary multi dimensional platform was launched in 2007. LinktoEXPERT makes it easy for you to be seen consistently online, on stage, on social media and your radio and pod cast interviews to be heard frequently which results in you being known as the expert worldwide. You elevate your status by allowing decision makers to regularly assess your talents; review your education, experience, and accomplishments which then makes it easy for decision makers to hire you fast.
James Lowe - Syndicated Radio Talk Show Host
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About: James Lowe is host of the syndicated Jiggy Jaguar Radio Show that is broadcast to over 50 stations and heard on the iHeart Network. James Lowe's show has an eclectic mix of guests with topics ranging from politics to health, business to travel, tech news to show biz, music and more. With over 15 years as a radio talk show host, James Lowe is well known for conducting entertaining and informative interviews. E.B. GO Vision Media, which runs this account, has been working closely with James for many years and has edited hundreds of radio show podcasts from his many interviews that exist on many different Sound Cloud Channels.
CECON.com -- Experts at Finding Technical Experts
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About: CECON sources industry's best Business, Engineering, Scientific and Technical Consultants quickly, credibly and economically to address your technical or business need. Project Managers who are technically trained conduct a custom search and leverage the CECON proprietary network of consultants to locate, vet with Clients, and recommend technical experts for your consideration. We highly value rapid response, quick turnaround, and all efforts to shorten business and project timetables.
Tim Ferriss - Productivity, Digital Lifestyles and Entrepreneurship
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About: Serial entrepreneur and vagabond TIM FERRISS has been featured by dozens of media, including The New York Times, National Geographic Traveler, NBC, and MAXIM. He speaks six languages, runs a multinational firm from wireless locations worldwide, and has been a popular guest lecturer at Princeton University since 2003, where he presents entrepreneurial thinking (even as an employee) as a tool for ideal lifestyle design and world change. The 4-Hour Workweek(www.fourhourworkweek.com) is his first book and magnum opus. He is 29#years old.
Holland Cooke -- Talk Radio Expert
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About: ATTENTION IS CURRENCY, and competition for attention has never been tougher. Does your message cut-through the clutter? Or do you simply blend-into the blah-blah-blah? Media consultant Holland Cooke is a veteran broadcaster, talent coach, and marketing tactician. He helps story-tellers of all sorts craft messages for greater impact.
 




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