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Business Development Growth & Strategy Expert Witnesses

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White Oaks Capital, LLC
John V.O. (Jack) Kennard
Marketing / Branding Specialist
PO Box 211
Southern Pines NC 28388
USA
phone: 502-558-3821
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John V. O. (Jack) Kennard is a Brand identity, Marketing and Media Management specialist with over 30 years of experience driving global growth of high touch/high connectivity consumer brands for S&P 500 corporations and for smaller or niche entrants into highly competitive markets. He is skilled at clearly explaining abstract concepts such as brand idenity and brand building to juries and in the classroom.

Mr. Kennard was the senior brand executive with worldwide P&L responsibility for the Jack Daniel’s family of brands, a $1.0+ Billion business during a period of rejuvenation in the U.S. and rapid global growth. His expertise is in business development in food and beverage categories, including wine and spirits, agency selection, and partnering and compensation. He also has deep and continuing experience in branded licensing programs, new product strategy, and launches.

Mr. Kennard has been providing litigation support services since 2009. He has served as an expert witness offering opinions in Federal court cases related to brand identity, trademark matters, brand licensing, sports marketing and brand building models, and methods. His services are available to attorneys for Plaintiff and Defense.

Areas of Expertise
  • Brand Identity
  • Brand Valuation
  • Brand Promotion
  • Trademark / Trade Dress
  • Brand Licensing
  • Sports Marketing / Sponsorships
  • Brand Building Models / Methods
  • Deceptive / False Advertising
  • Media / Social Media
  • Licensing
  • Agency Compensation
  • Consumer Confusion
  • Financial Projections
  • Interactive Marketing
  • View Jack Kennard's Consulting Profile.
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    Keith Underwood, MBA
    FX Expert Witness
    315 Madison Ave, 24th Fl.
    New York NY 10017
    USA
    phone: 917-860-0208
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    Keith Underwood is a respected 25-year veteran of the Global Foreign Exchange market where he earned a reputation as a formidable FX derivatives portfolio manager and business architect. He is an expert in market practice and in the institutional structure and widespread trading strategies commonly employed by traders.

    Background Experience - Mr. Underwood has managed spot, forward, option, and NDF traders globally. In the course of building customer franchise businesses for US investment banks and European commercial banks, his endeavors carried him to every major trading center in the world. He spent 17 years in the London FX market and eight years in New York. He is a dual citizen of the US and the United Kingdom.

    Throughout his career, Mr. Underwood has held several managing director positions at global FX banks including Lloyds Banking Group, Standard Chartered, Credit Agricole, Lehman Brothers, and Morgan Stanley.

    Litigation Support - Keith Underwood provides expert witness services to top multinational law firms on cases involving Loss Attribution, Product Identification, Derivative Pricing, and Trader Reasoning. His services include detailed written reports and testimony when needed. Mr. Underwood's specialized knowledge is available to attorneys representing both Plaintiff and Defendant.

    Areas of Expertise:
    • Currency, Product, and Trade Detail Identification: Investigations and forensic deal deconstruction
    • Valuation and Pricing: Expertise in the pricing of derivatives and historical pricing
    • Data Solutions: Consolidate and mine key historical trade and market data for analysis
    • Trade Blotter Analysis: Identify abnormalities, off-market prices and practices, or inconsistencies in connection with trading activity
    • FX Market Speak: Translate industry language and provide clarity to complex market practices
    • FX Best Practice: Providing best practice global guidelines from the foreign exchange committees worldwide

    View Keith Underwood's Consulting Profile.
    5/13/2016 · Finance
    Between the Delloite 2016 Global FX Survey and the FIREapps Q4 2015 Currency Impact Report, it appears that treasurers and CFO's have resigned themselves to accepting emerging markets currency risks. A deeper dive into the surveys reveals that the FX exposures to hedge (if known because its too expensive to track) can't necessarily be trusted (can't verify hedging numbers), and the high volatility price of EM currency pairs makes it difficult. My advice to those with responsibility for hedging currency exposures is to budget for currency exposure reporting software for 2017, put in place a hedging policy and procedure document that is board approved, and ensure that zero cost collars are utilized to hedge EM exposures.

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    Avinash Vashistha
    Chairman / CEO
    2/10, II Floor
    RMV Extension, II Stage , 80 Feet Road
    Bangalore 560094
    IND
    phone: 91-80-23519760
    fax: 91-80-23519762
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    Avinash Vashistha has dedicated his career to the unique requirements of the Global Outsourcing Market. His background and understanding of the practices surrounding Offshore Markets provides clients with a custom offshoring strategy, supplier / build mapping, favorable pricing, reduced risk, successful transition and sustainable performance contracts that address issues unique to offshore delivery.

    Mr. Vashistha has evaluated and conducted due diligence on over 200 supplier firms, including companies in India, Russia, China, Philippines, Malaysia, C&E Europe, US, Canada, UK, Ireland and Vietnam. He has directed sourcing assessments, IT and BPO / KPO sourcing transactions and executed program governance models realizing $6 Billion in savings for clients. Avinash also developed significant expertise in the areas of R&D, Technology, Human Resources, Finance and Accounting, Analytics, Investment Research, claims processing and other domain specific voice and back office business processes. Mr. Vashistha has been a strong proponent of well-qualified, but lesser known tier-two suppliers in the competitive sourcing process.

    Thought Leader: His opinions are sought and recognized by worldwide organizations and conference organizers such as IDC, NASSCOM, CITEM, C-Level, Private Equity Conference, the Indo-American Chamber of Commerce, CII, SBPOA and IAOP. Leading media conglomerates such as the Wall Street Journal, Financial Times, Time, The Straits Times, The Business Times, USA TODAY, CNN, CNBC, Forbes, Business Week, Bangkok Post, NDTV, Times Group, Business Standard and Cyber Media have featured Avinash extensively. He has been recognized by HRO Today as ‘HRO Superstar’ for 2006 and 2007 in the category of thought leaders and advisors on outsourcing. He has also been recognized as ‘FAO Superstar’ for 2007.
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    Arthur M. Manask, FCSI, Founder and CEO
    Don J. Avalier, FCSI, FMP
    20 E. Foothill Blvd.
    Ste. 128
    Arcadia CA 91006
    USA
    phone: 818-557-0635
    fax: 818-563-3552
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    Manask & Associates has been North America's leading Food and Beverage and Gift Shop / Retail Earned Income consultants to the hospitality industry for over 20-years.

    Litigation Support - With a coast-to-coast team of expert consultants and services, Manask & Associates has extensive experience representing plaintiff and defendants as expert witnesses for any food / beverage / foodservice operational or service areas.

    Menu of Expert Services:
    • Food and Beverage Profitability / Cost Controls
    • Operator Selection (Contract Negotiations)
    • Self-Operating versus Outsourcing
    • Litigation Support/Expert Witness
    • Expansion / Renovation Programming, Planning
    • Market Research and Benchmarking
    • Customer / Guest Satisfaction
    • Customer Service Training
  • Back-of-House Training
  • Mystery Shopping
  • Food Safety / Sanitation Inspections / Compliance
  • Sustainable Food and Beverage Program
  • Catering Services, Banquets, Facility Rentals
  • Training, Systems and Procedures
  • Business Plans and Planning
  • Benchmarking and Industry Best Practices
  • Arthur Manask Foodservice Industry Expert PhotoArthur M. Manask, FCSI - Arthur M. Manask is founder and CEO of Manask & Associates, a consulting firm that provides management advisory services to cultural and other institutions that have in-house restaurant and catering services. Clients in the hospitality sphere include business and industry, restaurants, performing arts venues, attractions, colleges and schools. Other clients include museums, botanical gardens, historic homes, aquariums and zoos. The company services its clients from offices throughout the U.S.

    Mr. Manask has more than 30 years experience in the hospitality industry. His experience includes 16 years as President and owner of his own foodservice management companies, 14 years experience in senior operating positions with two national foodservice organizations, and 16 years heading consultant firm Manask & Associates. His multi-unit operating experience includes corporate dining; school and college dining; leisure and recreational foodservices; museum restaurants/cafés; on-premise, off-premise and special event catering; commercial restaurants; and tablecloth dining. His clients include Amgen, Inc., City of Los Angeles the National Gallery of Art, RAND Corp, The Field Museum, Chicago Botanic Gardens, the Hollywood Roosevelt Hotel and the University of Central Missouri among others.

    Arthur Manask is a past chairman and member of the Board of Directors of the California Restaurant Association for 30 years and member of Society for Foodservice Management. He is also a former member of Young Presidents' Organization and current member of World President's Organization.

    Don Avalier Foodservice Management Expert PhotoDon J. Avalier, FCSI, FMP - Educated at UCLA, his professional experience includes positions as Vice President-Operations for Longchamp's, Inc. of New York, Area Director of Food and Beverage for Sheraton Corporation of America, Corporate Director-Food and Beverage for Princess Cruises Resorts and Hotels, and Corporate Director-Food and Beverage of American Golf Corporation. Don is a member of Food Consultants Society International (FCSI), the California Restaurant Association and one of a limited number of Foodservice Management Professionals (FMP) accredited by the Educational Foundation of the National Restaurant Association.

    Mr. Avalier began working with Manask & Associates in 2000 after more than 25 years of operational experience opening and operating more than 71 restaurants, nine hotels and six country clubs. He has been providing management advisory consulting services to restaurants, casinos, golf and country clubs, hotels and other foodservice operations for over 18 years. Accepted by the courts as an "industry expert", Mr. Avalier also provides litigation support to attorneys with expert witness support and consulting services. Some of his client projects include, but are not limited to: Indian Ridge Country Club, Moon Valley Country Club, North Ranch Country Club, King's Hawaiian Restaurant & Bakery, Coco's Johnny Rockets, City Wok, Maple Drive Restaurant, Spirit Mountain Casino, The Venetian Hotel & Casino, MGM Grand Hotel, Commerce Casino, Hoag Memorial Hospital, Doubletree Club Hotels, Sheraton Hotels, Premier Hotels among others
    Arthur M. Manask, FCSI, et al
    This book is unique in making available the detailed, highly practical results and recommendations of real-world studies of foodservices and facility rental operations in some of the world's leading museums, galleries and cultural institutions. This range of studies focuses on the challenges most frequently encountered as museums and cultural institutions strive to manage efficient and profitable catering services.
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    Rod Tasker
    Payment Services / Transactional Banking Consultant
    50 Ridge Road
    Fairhaven Victoria 3231
    Australia
    phone: +61424080507
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    Rod Tasker Payments Transaction Banking Expert PhotoRod 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
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    Jeremy Swenson, CSP
    11940 Cartwright Ave.
    Grandview MO 64030
    USA
    phone: 816-564-9131
    fax: 816-761-5309
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    Swenson Consulting offers Snow Removal Expert Witness Services to legal professionals needing assistance with snow and ice removal slip and fall cases. He is a Snow Expert in black ice, sleet, freezing rain, and slick conditions. He is very familiar with the snow and ice removal industry standard operations and practices across the country, and will help determine how this relates to the snow removal agreement or operations in a slip and fall incident or snow related accident.

    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 United States Of America. He works with attorneys on defense and plaintiff sides with regards to snow removal, ice treatment and snow removal best practices issues. He works nationwide and will travel.

    Swenson Consulting also offers detailed Weather Analysis services and reports for situations surrounding a slip and fall event or accident, and will offer detailed weather expert witness consultation regarding the weather surrounding the slip and fall accident.

    Mr. Swenson currently owns and operates Snowmen, one of the largest snow and ice management companies in North America. He is Security Clearanced and 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. After overseeing thousands of commercial accounts over the years, he has worked through most every issue that is relevant to a snow removal operation in the industry.

    View Jeremy Swenson's Expert Witness Profile.
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    Cynthia M. Rando, MS, MBA, CHFP
    Human Factors & Ergonomics Consultant
    2723 Palermo Ct.
    League City TX 77573
    USA
    phone: 978-660-2808
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    Cynthia M. Rando, MS, MBA, CHFP has spent 15 years in the field of Human Centered Design. Ms. Rando is a Member of the Board of Directors for the Board of Certification in Professional Ergonomics, a Certified Human Factors Professional, and Certified Birkman Consultant. She received her MS in Human Factors Engineering from Clemson University and an MBA from Northeastern University.

    Ms. Rando's experience includes 12 years at NASA's Johnson Space Center. During this time, she provided extensive leadership to the organization addressing several critical areas in Human Factors and Human Centered design including: interface design, ergonomics, safety and risk mitigation strategies, usability / user experience, accident investigation and root cause analysis activities. She was also instrumental in implementing several culture change initiatives and innovative solutions for the agency, including crowdsourcing, the Center of Excellence for Collaborative Innovation, and the NASA Human Health and Performance Center.

    Litigation Support - Ms. Rando provides expert witness services to counsel representing both plaintiff and defendant. Her services include written reports, depositions, and trial testimony as needed. Ms. Rando's ideal clients would be seeking Root Cause Analysis, Ergonomics, and Human Factors assistance in the following areas:
    • Aerospace
    • Medical Device and Environments
    • Workplace Safety
    • Workplace Accidents
    • Slips Trips, and Falls
    • Attention and Distraction
    • Product Design
    • Displays and Controls
    • Driver Behavior
    • Fatigue and Sleep Deprivation
  • Cognition / Memory / Perception
  • Environmental Impacts (lighting, noise, vibration)
  • Risk Perception
  • Stress and Fatigue
  • Training
  • User Testing / Experience
  • Procedure and Instructional Materials
  • Cautions and Warnings
  • Labeling
  • General Human Error
  • View Cynthia Rando's Consulting Profile.
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    Toby Berlin
    Principal
    1701 Pier Avenue
    Santa Monica CA 90405
    USA
    phone: 310-200-9306
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    Toby Berlin is a Senior Media Executive and Consultant with a demonstrated history of culminating ground-breaking, original worldwide acquisitions in every aspect of Cable & Satellite including Cable, Premium and Broadcast Networks, Adult Programming, TV Everywhere (TVE), Shopping Networks and Pay-Per-View (PPV) events. Her broad expertise spans all aspects of sales, marketing, programming and operations honed through over 15+ years of executive-level leadership experience.

    Ms. Berlin offers litigation support services and expert witness testimony to attorneys for both Plaintiff and Defense. She is available to strategize on the following:

    Core Areas of Expertise
    • Cable & Satellite Negotiations
    • Retransmission Consent & Must Carry
    • Content Acquisitions
    • Contract Database Management & Compliance
    • Network Packaging & Pricing
    • Strategic Partnerships
    • Platform Development
    • New Category Expansions
  • Broadcast Networks
  • Industry Best Practices
  • Strong Entertainment Industry Relationships
  • Product & Service Innovations
  • Marketing & Operations Leadership
  • P&L Management
  • Compulsory Copyright
  • Expert Witness
  • Ms. Berlin serves as a Cable / Satellite / Retransmission Consent Advisor for multiple research firms to educate large institutional investors on industry. She currently consults with MVPDs such as the SONY team that developed Playstation Vue and advises on programming acquisitions, essential successful media distribution strategies and sales, marketing, and operations best practices.

    In her previous role, Ms. Berlin was responsible for aspects of programming acquisitions for the DIRECTV service including all networks available on DIRECTV’s Spanish-language package DIRECTV en Español, DIRECTV's WorldDirect international programming packages, DIRECTV's Local into Local platform, shopping channels, adult programming, DIRECTV’s airborne platforms on Continental, JetBlue and Frontier airlines, as well as the Sonic Tap music channels available on the DIRECTV platform.

    Ms. Berlin contributed to DIRECTV ‘s significant subscriber base growth from 3.5M to more than 20M by negotiating and closing programming acquisition deals that continuously expanded the service offerings. As a contract specialist, she contributed millions of dollars to the bottom line from programmers’ contractual non-compliance.

    Toby Berlin holds a bachelor’s degree from the University of Miami in Coral Gables, FL, and a law degree from Southwestern University of Law in Los Angeles and is member of the Pennsylvania Bar Association.

    View Toby Berlin's Consulting Profile.
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    Robert G. Rose, PhD, Principal
    Robyn W. Porterfield, PhD, Managing Principal
    5944 Luther Lane
    Suite 650
    Dallas TX 75225
    USA
    phone: 214-234-0266
    fax: 214-373-6360
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    Rose Porterfield Group (RPG) has over 30 years of experience providing Business Performance and Human Resource services. As experts in human behavior, we provide litigation support strategy and testimony for attorneys and corporations. Offering unbiased, detailed, and objective expert opinion on all aspects of human behavior in the workplace, we can help determine the facts, motivations, and human factors involved in the case.

    Forensic and Expert Testimony Cases Include:
    • Sexual Harassment
    • Workplace Injury
    • Discrimination
    • Retaliation
    • Wrongful Termination
    Robyn Porterfield Productivity Expert PhotoRobyn W. Porterfield, PhD - Managing Principal at RPG, spent over ten years in sales and marketing prior to completing her PhD in Industrial Psychology. While completing her PhD, Dr. Porterfield served as Director of Client Services for a Texas-based on-line psychological testing firm, consulting to management on such issues as individual and team fit, conflict resolution, hiring, coaching, and management succession planning.

    As a consultant, Dr. Porterfield has assessed executives in such diverse industries as financial management, food service, telecommunications and retail. For five years Robyn and Bob co-wrote a column for the Dallas Business Journal titled, C-Level Coach. Robyn is also a professional mediator and currently mediates for Dispute Resolution Services of Tarrant County, Texas.

    Robert Rose Productivity Expert PhotoRobert G. Rose, PhD, Principal at RPG, received his PhD from Florida State University. Since 1976 he has served as consultant to organizations in virtually every industry including health care, retail, IT services, manufacturing, construction, aviation, and many others. In his over 30 years as a consultant, Dr. Rose has encountered virtually every problem that an organization can experience, and has seen that good teamwork - from hiring to development - always benefits both the individual and the company.

    Bob is the author of numerous articles on communication, crisis handling, and conceptualizing purpose and culture within organizations, and his books on consulting are required reading by major corporations..

    View RPG's Consulting Profile.
    7/21/2016 · Injury
    Almost all of us have been to the yearly company football game, company barbeque, or happy hour. Organizations often think these events create closeness, trust, a sense of "teamwork", or even a sense of family. We love a good burger and a beer as much as anyone but in our experience the injuries, harassment and other complaints that can come from company social events may cause problems for employers. And we find that the defense that the events were "voluntary" may not hold up.

    Robert G. Rose, PhD
    Robert G. Rose, PhD
    This book discusses testing as a critical aspect of the hiring process. Dr. Rose presents a clear, concise picture of the real issues and advantages in testing in an easy to read enjoyable format.
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    RdR Soultions Consulting, LLC
    Catherine Adams Hutt, PhD, RD, CFS
    See Multiple Addresses Below
    TX, VA USA
    phone: 630-605-3022
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    Catherine Adams Food Safety Expert PhotoCatherine Adams Hutt, PhD, RD, CFS, has senior public and private experience as a Chief Science & Regulatory Officer in the Food Safety Industry. She is a Registered Dietitian and Certified Food Scientist.

    With experience in the public and private sectors, Dr. Adams Hutt 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, and software solutions for management of quality and product development processes.

    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.

    Litigation Support - Catherine Adams Hutt has high-level training and senior experience in a variety of food related fields, including food manufacturing, food service, food regulations, and nutrition. Her diverse background makes her ideally suited for challenging cases where it is important or helpful to be able to integrate information from a number of different disciplines. Her professional experience is truly unique and her credentials make her unimpeachable. Most of Dr. Adams Hutt's cases are settled before going to trial on the strength of her expert opinion. She has experience with both deposition and trial, understanding the art of the exercise, and works to deliver the optimal results for her clients - plaintiff or defendant.

    Areas of Expertise:
    • Food Safety
    • Food Manufacturing
    • Nutrition
    • Foodborne Illness
    • Food Fraud
    • Food Forensics
  • Food Poisoning
  • Food Adulteration
  • Dietary Supplements
  • Food Labeling
  • Quality Management
  • Health Claims
  • Texas Office
    4568 Elm Bottom Circle
    Aubrey, TX 76227
    Virginia Office
    124 South Fairfax
    Alexandria, VA 22314


    View Dr. Adams Hutt's Consulting Profile.
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    Willie L. Carter, MBA, CLS, CMQ, CISOLA
    President
    459 Lambert Tree Rd
    Highland Park IL 60035
    USA
    phone: 847-919-6127
    fax: 847-432-4532
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    Quantum Associates, Inc (QAI) provides Process Improvement Services for companies seeking to achieve organizational velocity. Their velocity approach draws on the disciplines of Lean, Six Sigma and the Theory of Constraints to help clients achieve operational speed and strategic direction to outmaneuver competitors, improve customer experience and swiftly build significant/sustainable earnings growth.

    Founded in 1999 by Willie L. Carter to assist small to mid-sized manufacturing and service companies improve their processes to become more competitive, QAI’s network of consultants has over 200 years of combined continuous process improvement experience in various industries. Our consultants have worked on projects around the globe, including the U.S., Canada, Europe, Hong Kong, and mainland China.

    The team at QAI has a strong understanding of continuous process improvement, a vast knowledge of many different process improvement methods with a keen attention to delivering breakthrough results and extraordinary value. It is their ability to assess the situation through data analysis providing comprehensive solutions specific to the client’s business that leads to a successful process improvement project within budget from conception to completion.

    QAI Services:
    • Quantum Process Improvement
    • Lean Manufacturing Services
    • Lean Enterprise for Service Firms
    • Six Sigma Implementation
    • ISO 9000 Services
  • Lean Leadership Coaching / Mentoring
  • Training
  • Lean Office Simulations
  • Velocity Managing System (VMS)
  • Lean Office / Administrative implementation
  • Quantum Associates, Inc. Video Introduction


    Willie Carter Process Improvement Expert PhotoWillie L. Carter, MBA, CLS, CMQ, CISOLA, is the President of Quantum Associates, Inc. Willie is a seasoned operations and quality expert with proven expertise in achieving breakthroughs in eliminating waste, process improvement, lean process improvement, lean sales process improvement, lean transformation, quality management and continuous improvement. He is a trained facilitator (Juran Institute) who excels at getting staff to buy-in and sustain continuous process improvement objectives; change agent and team builder with over 40 years of operations and continuous and lean process improvement leadership.

    Willie is an effective relationship builder who has led, coached, and mentored teams in Europe, Asia, and North America to elevated levels of performance in achieving process improvement and lean enterprise goals.
    Willie L. Carter
    A hands-on step by step guide on how to improve the quality of products or services produced by administrative processes. The book focuses on administrative departments and what they must do to satisfy their internal customers.
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    Power Quality Solutions
    M. Frank Erwin, PE
    7912 Willows Pond Ct.
    Charlotte NC 28277
    USA
    phone: 704-564-5859
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    M. Frank Erwin, PE, has over 35 years of experience as an Electrical Engineer. He works as a Consultant for firms that develop and design Power Generation plants as well as transmission lines and substations. He is also an Owner's Engineer for large power transformer testing.

    Mr. Erwin has serves as a Project Manager, Project Engineer, Owner’s Engineer, Electrical Engineer, Quality Professional Leader, and Developer with extensive domestic and international experience working on major gas and coal fired power plants, substation and transmission projects, and associated support facilities.

    In his role as Project Manager and Electrical Engineer for various Clients he is responsible for design, quality management, marketing, equipment sales, commissioning, and Owner’s engineering services for Generation Plants, Substations, Transmission Systems, and Offshore Platforms. Clients have included General Electric, Edison Mission Energy, Pike Energy Solutions,Ford, and BMW.

    Mr. Erwin possesses a wealth of business and engineering experience in managing multiple projects within a specified scope, timeline and budget. His strengths in leading and negotiating have resulted in the creation of substantial shareholder value and significant increase in “bottom-line” profits.

    Mr. Erwin is an ISO 9000 certified auditor and is fluent in English, Spanish, and Portuguese.

    Consulting Services Include:

    • Engineering
    • Quality Assurance
    • Proposals
    • Contracting
    • Negotiations
    • Business Development
  • New Project Origination and Development
  • Acquisitions
  • Management of Assets
  • Construction
  • Design
  • Installation
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    G. Michael Phillips, PhD
    750 E. Walnut Street
    Pasadena CA 91101
    USA
    phone: 626-744-3540
    fax: 626-744-3530
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    Phillips, Fractor, and Company (PFC) is a boutique litigation support and consulting firm that specializes in Economic, Financial, Statistical, Managerial, Valuation, Accounting, and Complex Analyses.

    PFC's team is comprised of experts and consultants who blend active academic careers with real-world experience in a variety of fields. They draw on economic theory, statistical analysis, survey research, mathematics, computer science, business theories, and management best practices to conduct high quality research based on appropriate methodology to give precise insights into specific research problems which they clearly communicate in a variety of venues.

    Litigation Support / Testifying Experts - PFC's team of PhDs and other leading experts work closely with clients from the beginning to the end of each engagement, identifying key issues, selecting appropriate methodologies, conducting and supervising analysis, writing reports, and testifying or otherwise presenting results in a clear and understandable manner.

    Commercial Damages and Valuation Expertise:
    • Lost Profits - Business interruption, bad faith, faulty materials, transportation corridor closures, theft of trade secrets analysis. Analyze loss due to piracy, theft of trade secrets, unlicensed use of tools and plans, and intellectual property infringements
    • Commercial Damages - Estimate extensive damage or loss due to contract disputes, fraud and unfair competition, or negligence claims
    • Intellectual Property - Estimate losses and licenses associated with intellectual property. Apply advanced economic and statistical analysis, hedonic valuation methods, Georgia-Pacific factors, surveys, focus groups, analytical approaches, reasonable royalty analysis, cost savings estimates, industry "rules of thumb," meta-analysis, and other appropriate methodologies; brand and trademark confusion; market research surveys, focus groups, and analysis; utilization of online surveys for quantitative analysis and hypothesis testing; valuation of trade secrets, know-how, and proprietary processes; Hedonic Price Regression
    • Financial Analysis - Pro Forma analysis, deal analysis, simulations, "what if" analysis, real options valuation, and analysis of contracts. Competitive benchmarking, industry analysis, analysis of start-ups, cost of credit, credit rating damages, appropriate discount rates, weighted average cost of capital, cram down rates, and analysis of "but for" potential rates of return and appreciation
    • Investment Market Analysis - Analyzed hundreds of open market class action securities cases involving 10b-5, 33, and 34 act issues; investment valuation; event studies; options and derivatives valuation; portfolio construction; analysis of risk and return; analysis of investment characteristics; analysis of commissions; analysis of trading frequency; analysis of prudence; benchmark comparison and analysis; Index creation and analysis; ETFs, mutual funds, hedge funds, structured products, UITs, commercial banking; custom modeling
    • Investment Suitability - Link investor risk tolerance to investment characteristics; identify impact of investments on overall portfolio; model portfolio analysis; analyze impact of economy on investments and portfolios; UPIA; UPMIFA; managed accounts; PPM analysis; hedge funds; investment "systems"; quantitative modeling; surveys, focus groups, class census analysis; Real Options analysis; "what if" analysis; Monte Carlo & Simulation; Financial Econometrics
    • Internet Issues - Assess value by using statistics and econometrics to measure "internet presence"; test for trademark, URL, and brand confusion; start-up valuations; shadow stock valuation; domain name valuation; search engine confusion; unauthorized likeness
    • Industrial Organization & Competitive Analysis - Determine the competitiveness of markets including monopoly and monopsony power, concentration ratios, valuation of acquired interests, HSR analysis, pre-merger and acquisition analysis, securities valuation, financial analysis of contingent liabilities, real options analysis, industry analysis for trade associations and regulatory entities, econometric modeling and forecasting, and custom research
    • Entertainment Industry - Valuation, forecasting, modeling; statistical analysis of script content; royalty and licensing computation; quantitative analysis; special projects
    • Product Liability - Analyze customer records, perform actuarial type analysis on warranty claims and product failures, work with lemon law type issues, and perform surveys and focus groups to develop data regarding liability and damages
    • Real Estate & Urban Policy - Fiscal and economic impact analysis, financial analysis, and public private partnership/joint venture negotiations; eminent domain analysis; hedonic regression analysis; statistical valuation models; regional economic forecasting; analysis of public policy on local economy; impact of environmental issues on property values; impact of tax policy; special projects
    • Construction Defects & Destructive Testing - Create and supervise or evaluate sampling plans; compute margins of error; compute projections and extrapolations
    • Surveys & Sampling - Mail, telephonic, computer panel surveys; focus groups; questionnaires; intercept surveys; census; record sampling; warranty card analysis; Eveready, Sprite, and other marketing surveys; consumer expectation surveys; special projects
    • Statistics, Econometrics & Forecasting - Create forecasts, "what if" simulations and models, test hypotheses, and perform custom research
    • Class Action, Mass Actions, Mass Torts - Assess commonality, or lack thereof, using economic and statistical analysis; conduct census or surveys; design sampling for random depositions; analyze corporate records; special analysis
    View PFC's Consulting Profile.
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    Harry C. Boghigian
    23850 Via Italia Circle 406
    Bonita Springs FL 34134
    USA
    phone: 973-476-6591
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    Harry C. Boghigian is a Pharmaceutical Executive with over 40 years of industry experience both domestically and internationally. His experience ranges from sales through the ranks into numerous senior positions of responsibility both in the US and abroad.

    Mr. Boghigian's focus and expertise is in:
    • Pharmaceutical Marketing
    • Business Development
    • Product Portfolio Management
    • Product Commercial Viability
    • Product Life Cycle Management
    In 2002, Mr. Boghigian retired from Big Pharma and founded Pharma Consultants LLC, a consulting company catering to entrepreneurs and small start-up companies. He has introduced two over the counter products into the childcare market.

    Litigation Support - Harry Boghigian has a 10 year history of providing testimony in Hatch-Waxman Cases as well as in claims involving Contract Breaches and Marketing Violations. He has worked with some of the country’s best known law firms from coast to coast in providing research, technical advice, research and opening and rebuttal reports on subject matters ranging from commercial success to unmet medical need. Mr. Boghigian has represented both plaintiffs and defendants in not only United States Federal Courts but also Canada and the United Kingdom.

    Patent Litigation Service:
    • Therapeutic Area Analysis
    • Competitive Product Analysis
    • Managed Care Impact on Commercial Success
    • Accessing Data from Industry Sources
    • Expert Reports, Depositions, and Trial Testimony
    • Declarations on Irreparable Harm
    • Opinions on Hatch-Waxman Patent Cases
    • Portfolio Analysis
    • Marketing and Sales Analysis
    • Opinions on Unmet Medical Need from a Business Perspective
    View Mr. Boghigian's Consulting Profile.
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    Eric Kimberling
    Founder & Managing Partner
    3773 Cherry Creek North Dr.
    Ste 720
    Denver CO 80209
    USA
    phone: 720-515-1377
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    EricEric Kimberling, MBA, is the most recognized and respected independent Enterprise Resource Planning systems expert in the world, giving 100% unbiased advice to clients for more than 20 years.

    Experience - Mr. Kimberling's extensive experience includes ERP software selection, organizational change management, implementation project management, and value analysis. In addition to his extensive ERP experience, Mr. Kimberling has also helped clients with merger and acquisition business integration, via strategic planning, business process reengineering, and Six Sigma. He further demonstrates his innovative and unparalleled industry experience as the lead facilitator of Panorama’s quarterly ERP Boot Camp workshops and weekly webinar series.

    Mr. Kimberling has dedicated himself to giving keynote speeches at industry conferences and universities worldwide, and has been quoted in hundreds of articles in newspapers, magazines and books, including the Wall Street Journal, CIO Magazine and Fortune.

    Litigations Support - Eric Kimberling has served as the expert witness in the industry’s highest-profile legal cases, representing both government and private companies across the globe. Throughout his career, he has been called upon to investigate the feasibility of litigation, provide witness testimony and build background reporting for the industry’s highest-profile ERP lawsuits, including Lyons Magnus, Inc. v. Fujitsu America, Inc.; Partner Services, Inc v. Avanade; Kathy Pishghadamian v. Nicor Gas; Flotek Industries, Inc. v. CD Group, Inc.; Midwest Tape LLC v. ESR Associates, Inc,; Waste Management v. SAP; and Whaley Food Service Repairs v. Epicor to name a few. He is actively involved in implementations and project recoveries, giving him unique and up-to-date experience with modern enterprise technologies.

    Mr. Kimberling lends his enterprise software expertise to litigation related to Operational Disruptions, Contract Disputes, and Implementation Delays caused by Enterprise Software Failure and/or its Vendors and Systems Integrators. He is also the author of the book, "An Expert's Guide to ERP Success". He and his team of ERP experts have been leveraged in many high profile software project failure cases involving Tier I ERP software (e.g., SAP, Oracle and Microsoft Dynamics) and Tier II software (e.g., Infor, Epicor, etc.).

    Areas of Expertise:
    • Sales Cycle Fraud and Misrepresentation
    • Contract Compliance
    • Consultant Errors
    • Budget Overages
  • Project Governance
  • Software customization
  • Project team staffing
  • Software schedule delays
  • View Eric Kimberling's Consulting Profile.
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