ExpertClick Speaker
ExpertClick
YearBook of Expert
Home > Experts > Planning

Planning
RSS Get RSS
Yearbook of Experts® member profiles
Gary W. Patterson -- Big 4 CPA, Stanford MBA
Click to see complete Profile
Click to Contact
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
Greg Womack -- Oklahoma Financial Advisor
Click to see complete Profile
Click to Contact
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.
Val Wright -- Global Leadership and Innovation Expert
Click to see complete Profile
Click to Contact
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.
James D. Feldman -- The NOWIST
Click to see complete Profile
Click to Contact
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.
D. Kevin Berchelmann - Executive Coach -- Speaker -- Strategist -- Leadership Facilitator
Click to see complete Profile
Click to Contact
About: My personal mission is to inspire senior leaders to succeed by positively impacting the lives of those they lead through trust, respect, vision and authenticity, proving that high performance, accountability and demonstrable empathy can coexist. D. Kevin Berchelmann, CEO and Founder of Triangle Performance, LLC set out nearly two decades ago to take the leadership lessons learned from his military service and senior executive roles in general management, human resources and operations to help companies improve performance by getting the most out of their leadership teams. He is an expert strategist, sought-after executive coach and consultant, and in-demand speaker.
Sam Waltz, APR, Fellow PRSA
Click to see complete Profile
Click to Contact
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 public affairs consultancy. Later, he served in 1999 as the elected global and national president and board chair of his own professional society for business communications and public affairs, the Public Relations Society of America (www.PRSA.org). RUNNING TO TROUBLE is the working title of Sam Waltz’ autobiography. It describes a life shaped by his experiences as a farm boy and small town native, ...
Dr. Nilda Perez -- Futurist, Business Foresight Strategist, Speaker, Author
Click to see complete Profile
Click to Contact
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
Click to see complete Profile
Click to Contact

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...
Mellanie True Hills -- Health and Productivity Expert -- StopAfib
Click to see complete Profile
Click to Contact
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).
The Kevin Eikenberry Group
Click to see complete Profile
Click to Contact
About: Kevin Eikenberry is a Leadership and Remote/Hybrid Work Expert, Virtual Speaker, Trainer, Author and Chief Potential Officer of The Kevin Eikenberry Group and co-founder of The Remote Leadership Institute. For over 30 years, The Kevin Eikenberry Group has been a thought-leader in leadership learning, specializing in creating and developing organizational leaders at every level - from new supervisors to C-level executives. Through our workshops, suite of leadership products and resources, blogs, podcast, webinars and e-learning, we can help you tackle nearly any leadership development issue, from training new supervisors to teaching leaders how to effectively communicate with remote employees. Whether it's through our training, consulting, coaching or speaking services, we help leaders make a bigger difference for their organizations, their teams, and themselves.
American Association for Long-Term Care Insurance
Click to see complete Profile
Click to Contact
About: Jesse Slome is one of the nation's leading Medicare and long-term care insurance experts. Executive Director of the American Association for Medicare Supplement Insurance (https://www.MedicareSupp.org) and the American Association for Long-Term Care Insurance (https://www.aaltci.org), the industry trade groups, Slome is the author of 20 books, booklets and consumer guides on the subject of Medicare and long term care planning. Slome is also director of the recently formed American Association for Critical Illness Insurance.
Stephen Spratt - Speaker
Click to see complete Profile

About: Steve is a public speaker and writer. He has extensive experience in marketing, as a columnist and feature writer, state representative, meeting facilitator, lecturer and public speaker. He is curr...
Albert Goldson
Click to see complete Profile
Click to Contact
About: Albert Goldson is CEO of the Cerulean Council, a NYC-based think-tank that provides contrarian perspectives with counter-intuitive solutions. He regularly provides prescient, over-the-horizon geopolitical and urban risk assessments and investment strategies. Mr. Goldson’s memberships in a wide-spectrum of professional organizations gives him access to influencers and policy-makers at the highest levels. Furthermore Mr. Goldson is a contributing writer, is quoted widely in the international media, and is a regular guest expert panelist on podcasts and TV.
Gayle Lantz - Leadership Expert
Click to see complete Profile
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.
Shawn Casemore - Accelerate Sales Growth
Click to see complete Profile
Click to Contact
About: Shawn Casemore has spent over 15 years travelling across North America working with business owners and sales leaders to accelerate their sales. An author, Shawn has published two books, The Unstoppable Organization (2017) and Operational Empowerment (2015). Shawn has consulted too and spoken for several recognizable organizations including Tim Hortons, Pepsi Co., CN Rail, Bank of Montreal, Ernest and Young, and MNP to name a few. Although his work applies to businesses of all sizes, Shawn's passion is in helping business owners and sales executives in Fortune 1000 companies. Working with leaders who have a desire to accelerate their sales growth.
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
Click to see complete Profile
Click to Contact
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
Click to see complete Profile
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...
Donna Serdula, LinkedIn Profile Optimization & Online Image Consultant
Click to see complete Profile
Click to Contact
About: A business owner, author, speaker, and influencer, Donna Serdula thrives on empowering people to transform their lives and realize their most sought-after goals. The pioneer of LinkedIn profile optimization, she built the successful website, LinkedIn-Makeover.com more than a decade ago. In that time, she has worked with more than 6,000 executives, entrepreneurs, and professionals, utilizing a talented team of over 30 writers, coaches, and branding specialists to bring dynamic brand storytelling to the masses. Donna and her team act as a board of futurists/creative thinkers/global brand advocates for their clients, by designing success strategies that cross industries and change lives.
Dr. Maynard Brusman - Emotional Intelligence & Mindful Leadership
Click to see complete Profile
Click to Contact
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.
Matt McCann -- Long Term Care Expert
Click to see complete Profile
About: Matt McCann is one of the nation's leading long-term health care planning experts. Since 1998 he has helped thousands of people nationwide plan for the costs and burdens of aging. McCann is a Long-Term Care Insurance specialist licensed in every state and the District of Columbia. He has worked with the top insurance companies that offer long-term health care solutions. He is also the President and CEO of LTC NEWS (www.ltcnews.com), a leading online publication providing consumers with information, tools, and resources on aging, caregiving, health, long-term care, and retirement. McCann is also a well-known speaker on these issues and has spoken around the country. He is often interviewed on radio, TV, and podcasts.
Ajay Kaul, Author Mumbai Matinee
Click to see complete Profile
Click to Contact
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.
Lisa Anderson M.B.A. - Manufacturing and Supply Chain
Click to see complete Profile
Click to Contact
About: Lisa Anderson, President of LMA Consulting Group is a manufacturing and supply chain expert. Known as The Strongest Link in Your Supply Chain, Lisa works with companies to bridge the gap between supply chain strategy and execution to dramatically improve service levels, accelerate cash flow and maximize profits. She partners to improve supply chain and operational efficiencies through the implementation of process improvement programs such as Sales, Inventory and Operations Planning (S&OP/SIOP) and in selecting, leveraging and implementing ERP Systems. She is a frequent guest speaker on Supply Chain issues, the author of several eBooks and Special Reports like Thriving in 2022: Learning from Supply Chain Chaos and is widely interviewed and quoted by national news.
Dr. Lisa M. Aldisert -- Leadership is a Mindset
Click to see complete Profile
Click to Contact
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.'
Vicki Rackner MD --- Selling to Doctors
Click to see complete Profile
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.
Gail Rubin, The Doyenne of Death, Funeral Expert
Click to see complete Profile
About: Gail Rubin, CT, is a pioneering death educator who starts serious conversations with humor, film clips and outside the box activities. She's a speaker, author, Before I Die Festival pioneer, and Certified Funeral Celebrant. Her motto: 'Talking about sex won't make you pregnant, 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. Learn more at www.AGoodGoodbye.com.
David Adler -- BizBash.com -- Party Planning Experts
Click to see complete Profile
About: Since its founding in 2000, BizBash Media has become the event industry's leading source for inspiration, smart marketing strategies, and useful tools, helping to revolutionize the ways event professionals get ideas and connect with each other. BizBash serves six major markets in New York, Los Angeles, Chicago, Toronto, Florida, and Washington, D.C. The BizBash National Venue Guide covers an ...
CECON.com -- Experts at Finding Technical Experts
Click to see complete Profile
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
Click to see complete Profile
Click to Contact
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.
Holland Cooke -- Talk Radio Expert
Click to see complete Profile
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.
Jim Mathis, IPCS, CSP, CSJMT, MDiv. - The Reinvention PRO
Click to see complete Profile
Click to Contact
About: World markets are on a roller coaster from global pandemic events that are changing daily. Business leader and Reinvention PRO Jim Mathis, IPCS, CSP, CSJMT, MDiv. isn't surprised. 'We've got to realize that things aren't coming back like they were before... they will be different. Successful leaders will adapt accordingly.' Mathis says that business leaders prepare well for the future so they don't have to repair later… because normal changes almost every 6 months now! Reinvention Made Easy is about how business leaders can reinvent themselves in a world of higher expectations and constant change and challenges. 'Get Used to Different!' How can we adjust to the different post-pandemic world of business and value people?
 

Recent News Releases
 Date HeadlineParticipant Name
icon_text
09/22/2022
Greg Womack -- Oklahoma Financial Advisor
icon_text
09/21/2022
Greg Womack -- Oklahoma Financial Advisor
icon_text
09/21/2022
Greg Womack -- Oklahoma Financial Advisor
icon_text
09/20/2022
Greg Womack -- Oklahoma Financial Advisor
icon_text
09/16/2022
Greg Womack -- Oklahoma Financial Advisor
icon_text
09/15/2022
Lisa Anderson M.B.A. - Manufacturing and Supply Chain
icon_text
09/15/2022
Greg Womack -- Oklahoma Financial Advisor
icon_text
09/14/2022
Greg Womack -- Oklahoma Financial Advisor
icon_text
09/13/2022
Matt McCann -- Long Term Care Expert
icon_text
09/13/2022
Greg Womack -- Oklahoma Financial Advisor

Blog Posts
 Date HeadlineParticipant Name
icon_text
09/25/2022
Honoring 70 Years Of Service Val Wright -- Global Leadership and Innovation Expert
icon_text
09/25/2022
Overcoming FOMO for Leaders The Kevin Eikenberry Group
icon_text
09/23/2022
Turning to Fall Dr. Lisa M. Aldisert -- Leadership is a Mindset
icon_text
09/23/2022
A Rare In-Person Random Show with Kevin Rose — VR Workouts, I Bonds, Excellent Movies, Recent Books, Lessons from Amy Tan, How to Shape Your Mind, and More (#622) Tim Ferriss - Productivity, Digital Lifestyles and Entrepreneurship
icon_text
09/22/2022
Taking Inspired Action to Expand Your Potential Gayle Lantz - Leadership Expert
icon_text
09/20/2022
Find Your Inspiration – Remarkable TV The Kevin Eikenberry Group
icon_text
09/20/2022
Outbound Sales: 5 Strategic Steps to Success (That Work!) Shawn Casemore - Accelerate Sales Growth
icon_text
09/19/2022
URGENT: Please Ask Congress to Tell Medicare to Preserve Your Ability to Get an Ablation Mellanie True Hills -- Health and Productivity Expert -- StopAfib
icon_text
09/19/2022
Should We Monitor Progress or Activity? The Kevin Eikenberry Group
icon_text
09/18/2022
The Power of Peer Learning The Kevin Eikenberry Group




Founded 1984 | Copyright © 2022 Broadcast Interview Source, Inc. All Rights Reserved