Executive Committee

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Eric Chriss

Shareholder

Chief Executive Officer

Biography
As our Founder and CEO, Eric Chriss’ dynamic, direct and innovative leadership guides our Executive Services Division. A nationally recognized trailblazer in the executive leadership and management field, Eric pioneered the CFO practice model – a model that has taken on national scope and is recognized as a best practice within the financial leadership arena. Deeply committed to understanding the root of client needs and dilemmas, Eric’s down-to-earth and upfront style blends with a successful […]

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Jordan Goldrich

Shareholder

Chief Operating Officer

Biography
Jordan assists senior executives to align their leadership, business strategy, business processes and organizational culture to drive results. His clients benefit from his ability to apply lean and agile methodology to large cross functional initiatives to stop the drain of money, people and productivity caused by inaccurate planning and lack of alignment. Jordan also supports valuable abrasive executives to change their impact. He leverages his background as a Chief Operations Officer, Center for Creative Leadership […]

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Tom Erickson

Shareholder

Chief Leadership Officer

Biography
A behaviorally-grounded executive consultant, Tom maximizes human potential by focusing on leadership effectiveness, management and organizational development, and strategic human resources management. Understanding that leadership effectiveness occurs within the context of the key processes that drive a business, Tom works with enterprises to improve systems, structures and disciplines. His unique skillset allows him to help align teams to a common direction. Additionally, Tom’s holistic approach to leadership efficacy, organizational development, and HR sets him apart […]

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Joe Ames

Chief Marketing Officer

Biography
Joe Ames specializes in finding consensus amid contrary opinions. He facilitates collaborative strategic planning sessions and executive retreats – bringing together ideas that lay the foundation for change management and strategic communications and marketing. Joe has a unique ability to help team members connect the dots to find the most effective path forward. He also leads teams to discover the need for change and identify the As Is and To Be environments, as well as […]

Team

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Al Jordan

Executive Leadership

Biography
Al has a background of successfully leading and growing a high tech engineering company that remains today the world leader in providing simulation based training to professional drivers. Al believes companies are strongest when their strength starts at the bottom. Al uses a nurturing attitude combined with strong process driven systems that empowers staff and managers to grow to meet their full potential. Educated as an engineer, Al combines a strong technical background with solid business […]

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Armond Mehrabian

Information Leadership

Biography
A highly enthusiastic software development consultant and coach, Armond leverages 24 years of experience in software development and engineering leadership, with a focus on Agile software solutions. Having trained and coached several organizations and hundreds of product development professionals, Armond has helped successfully guide them through their Lean-Agile journey. A frequent guest speaker in PMI conferences and Agile forums, Armond provides an expert perspective on topics related to scaling agility and innovation. Most […]

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Aubrey Burer

Financial Leadership

Biography
He has been a business owner and corporate executive with broad based business experience in accounting, finance, management, operations and manufacturing. He started his career with “big 8” experience as a CPA. Through the years he held various duties, including, CFO, Manufacturing operations, Budgeting and Planning, R & D and Patent fillings, and CEO of a 1,000 employee company. He also executed an IPO, and then successfully defended the IPO filling in a class action law […]

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Barry Key

Marketing and Sales Leadership

Biography
Barry has served in a variety of capacities that include senior leadership positions in marketing, sales and business development. His experiences provide broad yet deep knowledge transfer of data processing and capital business equipment industries. He is he well-grounded in the technical aspects of selling, and marketing high technology capital equipment and enablers. Through his development of critical partnerships between Fortune 500 capital equipment manufacturers and privately held software companies, he is able to […]

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Beverly Fritschner

Strategic Relationships

Biography
Bev Fritschner is a seasoned, versatile and creative executive specializing in strategic business development, client retention, and sales training. Her background ranges from Fortune 100 companies to entrepreneurial technology companies all of whom developed products that were the leaders in their industry. She has provided consulting services, training and client retention processes for a wide variety of companies and non-profits. Drawing on her 20 years in the corporate world, Bev created her consulting practice with the […]

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Bill Reed

Marketing Leadership

Biography
William Craig Reed has over twenty years of experience as a business development, sales, and marketing executive with successful technology firms. Bill was a principal for Aventi Group Consulting Services and co-founder and Vice President for Abrevity, an enterprise data management software company. He was also a former Board Director for the Silicon Valley American Marketing Association.
Prior to Abrevity, Bill served as VP Sales and Marketing for Acirro, a global distributed file system company acquired by […]

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Blair M. Baker

Technology Leadership

Biography
A highly talented IT executive, Blair specializes in project management or interim leadership consulting in the realms of Information Technology and/or IT operational excellence. Blair excels in assisting executive and IT teams in increased communication, efficiency, and infrastructural alignment. He’s particularly skilled in transforming individual technical silos into a unified, service-oriented business. Having led the technology integration of five new business acquisitions, he’s also saved his clients hundreds of thousands of dollars by re-aligning technology […]

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Bruce R. Maches

Information Leadership

Biography
A dedicated, results-oriented IT executive, Bruce successfully helps companies use technology to translate business needs into IT strategies and solutions. Leveraging over 17 years of experience in FDA-regulated industries, he’s worked with large pharma, bio-tech and medical device manufacturing enterprises. He was engaged in four Systems, Applications and Products (SAP) deployments as a consultant in IBM’s SAP practice. And in his work with Aztec Shops, he overhauled their entire IT network, created a new departmental […]

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Clarke Caines

Marketing and Sales Leadership

Biography
Clarke Caines’ background includes senior sales and operations leadership roles in Online Education, Software as a Service, Telecommunications Services, Web Design and Hardware for start ups and Fortune 500 companies. Clarke has been intimately involved with seven mergers and acquisitions over the last 25 years and has fostered numerous joint ventures and strategic partnerships. Clarke’s keys to success include a focus on customer acquisition, strategic account management and maintenance to drive revenue. His […]

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Colin MacKinnon

Information Leadership

Biography
Working with CUSTOMatrix as a technology consultant, Colin assists early and “change” stage companies in planning, managing and successfully accomplishing key transitions. His focus is on strategic technology infrastructure, having worked across the fields of industry, government and non-profit organizations. Holding key executive positions in areas such as broadcasting and motion pictures, electronics manufacturing, healthcare and insurance, Colin has assisted companies in successfully bridging difficult transitions. In particular these include issues relating […]

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Curtis W. Price

Operations Leadership

Biography
Curtis is a Process Improvement Manager with proven success in leading large project teams to meet aggressive manufacturing goals based on unique customer requirements. He’s well versed in all areas of manufacturing and production including Lean Manufacturing, Six Sigma, team- building and project management. In addition to his technical expertise, Curtis excels in collaboration and team leadership, effectively managing people and improving communications. He also helps boost efficiency in the areas of […]

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Daniel DelCastillo

Human Resources Leadership

Biography
An accomplished bilingual HR executive with private, public and non-profit expertise, Daniel leverages vast experience working with diverse teams, in fast-paced environments. Excelling in establishing effective and cooperative work relationships, Daniel assists businesses in implementing HR strategies and solutions with a seamless delivery. He wields extensive expertise in 401(k) administration, ERISA compliance, employee engagement, and fiduciary management. Daniel’s development and implementation of human resource programs has included high-growth strategies in […]

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David Fleming

Financial Leadership

Biography
David is a decisive leader/MBA who is recognized for modernizing and rejuvenating accounting and financial management systems, ratcheting up internal controls, optimizing the integration of information across functions and operating units, and ensuring that enterprise leaders have the financial information necessary to make bold business moves to drive growth. Mr. Fleming, as a consultant and C-level in-house executive at both for-profit and non-profit organizations, has built a 35 year record of success establishing operating […]

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David Hall

Operations Leadership

Biography
David is a facilitator, coach, trainer and mentor providing “boots on the ground” solutions companies needing LEAN, Process Characterization & Process Optimization, business process re-engineering and project management. With more than 30 years of leadership experience, he has played an essential role in leading process improvements in the bio-medical, military, MEMs, semiconductor back-end packaging and service industries. David played key roles in process development or improving processes in a number of facilities in Finland, Saudi Arabia, […]

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Gary Furr, MBA

Executive Leadership

Biography
As a highly experienced C-Level executive, Gary significantly increases individual and organizational effectiveness. With experience in Sales, Marketing, Finance, HR, Production Management and IT supervision, Gary brings a wealth of hands on experience, coupled with an extensive education in Organizational Development. Gary understands leadership and how it impacts everything within an organization, and has the knowledge and skills to maximize leadership to create massive improvements. As an executive for over 38 years operating companies […]

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Gene McGill

Financial Leadership

Biography
Gene is a knowledgeable financial manager adept at increasing corporate efficiency and profitability. He works with companies to improve corporate structure, internal control systems and risk assessment. Gene has over 20 years of accounting operations leadership in a range of industries including durable goods and medical device manufacturing, telecommunications, high technology and construction. He combines external financial reporting, internal operational measurement and regulatory compliance as a seamless functional service. Gene is a Chartered Global […]

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Greg Brown

Financial Leadership

Biography
Assisting companies in finding additional working capital for expansion, plant/equipment modernization or simple balance sheet improvement, Greg employs a powerful set of proprietary tools. Focusing on implementable non-core, G&A expense reduction, Greg has saved businesses worldwide more than $1.7 billion dollars since 1992. The results of this improvement in net profits has been increased enterprise value and satisfied bankers as well as investors. Working on a success-based fee structure, Greg has saved clients an […]

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Greg Chenault

Financial Leadership

Biography
Greg Chenault is an expert controller with more than 18 years of experience in accounting and finance. He’s held senior accounting roles in both public accounting and private firms, including high-tech manufacturing and construction. Most recently Greg spent the past two years as a Consulting Controller for TGG Accounting. Prior to that, Greg served as Director of Operations for a telecommunications company in addition to founding several real estate investment companies. Greg has extensive experience with […]

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Greg Goldasich

Technology Leadership

Biography
An information technology consultant, Greg provides senior technical leadership to help organizations seeking to implement change and optimize value of information technologies. Greg works with clients to build team environments that facilitate performance through collaboration, creativity and accountability. He has developed, established and led architecture, engineering & design competency centers, communities of practice and enterprise transformational initiatives as well as mergers and acquisitions. Greg is an imaginative problem solver, able to create and lead technical teams, […]

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Jannette Bailey, Ph.D.

Executive Leadership

Biography
Jannette Bailey with her combined Ph.D., MBA has been a senior facilitator for Fortune 500 companies, keynote speaker, executive coach, webinar training instructor, quality management advisor, strategic business developer and classroom presenter. Since 2001, she has worked with individuals and groups creating transformational, high-performing organizations. She has taught on a variety of topics to include: diversity and cultural competence, organizational development, change management, leadership, organizational dynamics, team building, accountability, negotiation, and quality management. She has […]

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Jerry T. Edge

Human Resources Leadership

Biography
Jerry’s Human Resources expertise spans every area of management, with experience working both domestically and abroad. In addition to providing leadership at all the levels of executive HR functions, Jerry also specializes in compensation, benefits, international HR, and HR information systems. Having worked with over 40 clients, Jerry has providing a wide-range of solutions for compensation structure, benefits and performance management. Adept at managing large-scale projects, Jerry provided an analysis and recommendations […]

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Jim Bachaud

Technology Leadership

Biography
A dramatic shift has occurred in business over the past twenty years. Very few elements of business are independent of computers, technology and increasingly, the internet. Jim’s focus is to harness the power of computing and cloud technologies to enhance operational efficiency and empower business success.
Utilizing a lean and holistic approach, he evaluates and works with our clients to create efficiency, reliability, mission-critical redundancy, and end-user productivity across a broad-spectrum of businesses, including law-firms, […]

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Ken Anderson

Financial Leadership

Biography
As an accounting and finance executive consultant with an MBA and Big 4 CPA experience, Ken provides an effective blend of strategic planning together with extensive practical CFO and Controller experience to help companies maximize their growth and profitability potential and to continuously improve their operational efficiencies. Ken has experience in a variety of industries including manufacturing, high technology, DOD government contracting, engineering services, financial services, and privately held and family owned businesses.
Areas of Expertise

Certified […]

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Linda Ames

Executive Leadership

Biography
Linda Ames develops change management and communications strategies that help employees accept change without losing focus and productivity. She develops culture-change communications strategies and tactics that drive communications throughout organizations and help employees answer the question, “What does this mean to me?” She has led culture-change communications for a variety of companies, including a SAP implementation at Fluor Corporation and eight mergers/acquisitions within four years for a regional bank. Linda also leads strategic communications that support […]

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Mark Fingerlin

Executive Leadership

Biography
Mark Fingerlin combines his forty years of corporate leadership and Naval Aviation experience to provide executive leadership to CEOs and executive teams in a wide-range of corporate fields. Using his extensive “on the ground” experience, he draws from his personal experience and success to help chief executives become better leaders, make better decisions and achieve better results. A Certified Trust and Investment Advisor by the American Bankers Association, his extensive experience in the banking and […]

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Marla Shepard

Executive Leadership

Biography
With over 30 years-experience as President and CEO at a large top performing credit union, Marla brings unique skills and perspective in working with credit unions, nonprofits and small business. Her experience as a board member for a “for profit” public traded company adds a whole other dimension to her experience and expertise. She has extensive knowledge in business strategy, service quality, operations management, mergers,succession planning and political advocacy. Deeply committed to the […]

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Michael King

Executive Leadership

Biography
W. Michael King, Ph.D., BCC, with a career of over five decades of experience, serves as a Trusted Advisor, Mentor, Consultant, Executive Confidant & Coach. Deeply trusted in corporate organizations, he is renowned for his objective no-nonsense approach. His focus ranges from the executive suite throughout the spectrum to divisions, teams and individuals and is a mentor to many across the spectrum of humanity. As a mentor his focus strives to help others gain objectivity using […]

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Michael Lindsay, Ph.D.

Executive Leadership

Biography
Drawing on over 20 years of wide-ranging experience as a clinical psychologist, Michael uses his vast skills and expertise to activate leadership capacity at the executive and director levels. Passionate about assisting individuals in unleashing their potential, Michael helps leaders to drive business results through enhanced communication, influence, conflict management and collaborative synergies. Certified in “Leading Managers 360,” FIRO-B, and WorkPlace Big 5, he uses these and other workplace assessments to create individualized developmental action […]

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Mike Osterling

Operations Leadership

Biography
Mike is a facilitator, coach, speaker and author who provides leadership and front line support for companies on the Lean Journey. With more than 25 years of leadership experience, he has played a pivotal role in leading transformations in industries such as aerospace, auto, consumer goods, medical products, oil production and construction. The environments have been both white collar (professional and office) and blue collar (manufacturing and services). Prior to consulting, he played a key role […]

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Nancy Helgeson

Executive Leadership

Biography
Nancy Helgeson is an Executive and Career Coach, trainer and facilitator with over 23 years of experience. She is currently Principal Partner with Collaborative Solutions, a firm specializing in executive, team, career and performance improvement coaching and facilitation. Nancy has also been an adjunct staff member for over 20 years with the Center for Creative Leadership (CCL). At CCL she has been a Feedback and Executive Coach for a wide variety of leadership programs […]

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Nina Woodard

Human Resources Leadership

Biography
A global business strategist and Human Resources expert, Nina holds extensive “on the ground” leadership experience with enterprises in the US as well as India and South East Asia. Her projects have included mergers and acquisitions, change initiatives and organizational development in cross-cultural and global environments. With extensive experience holding executive and leadership roles in the financial services industry, she excels in communication, organizational dynamics and coaching situations. Nina’s practical HR experience […]

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Pamela Richarde

Executive Leadership

Biography
An experienced leader and Executive Coach, Pamela brings to her work a unique combination of results-oriented pragmatism, intuition, business experience, compassion, humor and an insatiable curiosity. Her approach to working with clients is informed by her multi-disciplinary background, ranging from political science to performing arts to business management. Pamela’s years of experience in leadership, organizational development and management brings a breadth of perspective that facilitates productive growth and change that is sustainable.
Areas of Expertise

Executive & Organizational […]

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Philip A. Hamilton

Financial Leadership

Biography
Philip’s expertise spans over thirty years as a business manager-owner, with a strong track record as a skilled and adept Chief Financial Officer. Building on a solid foundation in financial management, he has directed the planning and implementation of corporate growth strategies that have helped companies achieve the number one position in their markets on a national level. He has operated successful ARCO mini-mart service station franchises and is skilled in Oracle, MAS90, […]

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Rick Bechtel

Executive Leadership

Biography
A seasoned practitioner with over 25 years of experience, Rick has a diverse knowledge base that spans strategic development, management process improvement, succession planning, corporate positioning, market research, marketing strategy development, and sales and customer service training. His clientele has spanned the professional services, health care, insurance, environmental, construction, real estate and manufacturing industries. Rick also has served as executive vice president and chief marketing officer for a large manufacturing/distribution company, as vice president of public […]

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Rick Newton

Executive Leadership

Biography
Rick has over 30 years of hands-on expertise as a Small Business Owner, Private Equity Investor, and Executive of Fortune 200 Companies. Rick has experience across all industries with world-wide recognition for Entrepreneurship, Intrapreneurship, and Social Responsibility. Rick is accomplished at identifying the key value drivers to significantly grow businesses through Executive Transformation. Rick has successfully managed many succession plans and exit plans for Executives and Owners. Rick has been actively involved on many boards (public, […]

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Rose Avila

Executive Leadership

Biography
Rose is a highly skilled strategist with extensive experience in the technology sector. Her multi-talented approach to solving her client’s challenges is attributable to her success working with numerous enterprises in addition to her faculty experience as Managing Editor for management publications and Assistant Professorship with the University of Wisconsin. Most notably, Rose has held positions as a Sales Director with Sun Microsystems, Sales Planning Executive for Pacific Bell and Director of Marketing for Time Warner […]

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Steve Torrey

Financial Leadership

Biography
Drawing from over thirty years of CFO experience, Steve uses a supportive team-management approach to financial leadership. He helps CFO’s go beyond their basic responsibilities of providing accurate and timely financial reports; he helps discern management’s unspoken needs and customizes information systems and internal reporting to ease management decisions. He combines his MBA and CPA background with a creative and fun approach to helping management teams pursue their organizational missions.
Areas of Expertise

Accounting Information […]

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Sue Simone

Marketing Leadership

Biography
Sue Simone is a seasoned, versatile and creative executive specializing in strategic business development, marketing and sales. She has provided consulting services for a wide array of expanding and start-up companies and non-profits in the areas of: strategic planning, partnerships, sponsorship, marketing, sales, integrated communications, interactive media design and production. Specializing in strategic business development and corporate sales of evolving technologies, interactive design, branding and marketing services she has delivered solutions for over 20 […]

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Thomas J. Sweeney

Financial Leadership

Biography
A distinguished CFO executive, Tom leverages extensive public company and venture-funded enterprise experience. His tenure with McKinsey and Ernst & Young provided him with an in-depth strategic perspective that he combines with his international venture capital company experience. Tom managed $230 million directly, in addition to more than $3 billion in 78 Portfolio companies. Tasked with the overall financial management, Tom’s responsibilities have included involvement in raising capital, as well as financial and operational matters […]

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Thomas P. Parham

Information Leadership

Biography
An IT leader and former “Big Four” consultant, Tom’s collaborative style blends with his wealth of expertise to help enterprises transform their IT functions. A seasoned professional, Tom focuses on his client’s needs, lending his business acumen to process and technology alignment. Adept at envisioning the opportunities and solving the problems of a business, Tom has developed enterprise solutions strategies and technology road maps, in addition to managing systems assessments. His additional expertise […]

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Tolu Peters

Operations Leadership

Biography
Tolu is an executive level manufacturing operations expert with 20 years experience in industry, such as, medical device, aerospace, and cryogenics. Tolu is a turnaround expert with experience turning around cash flow and manufacturing capacity limited companies. Leveraging a passion for delivering operational excellence, he effectively developed executive and technical expertise in building corporate value and improving profitability by focusing on educating and empowering corporate talent. He was a member of a medical device startup that […]

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