Business (General) Consultants: 54

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Willamette Management Associates (WMA) is a nationally prominent Valuation and Financial Analysis Firm that recently celebrated its 50th anniversary. Willamette is a subsidiary of Citizens Financial Group, Inc. (NYSE: CFG), a banking and financial services company. WMA is recognized as a thought leader in the fields of Business Valuation, Forensic Analysis, and Transaction Financial Advisory Services.

WMA provides services for purposes of transaction pricing and structuring, transaction fairness and solvency assurance, taxation planning and compliance, transaction financing, forensic analysis and dispute resolution, bankruptcy and reorganization, management information and strategic planning, corporate governance and regulatory compliance, and ESOP transactions and ERISA administrative compliance.

WMA's Professional Services:

Business Valuation Intellectual Property Valuation and Royalty Rate Analysis Forensic Accounting Investigations Transaction Fairness Opinions and Solvency Opinions

Lost Profits and Economic Damages Analysis Not-for-Profit Entity Valuation and Private Investment Opinions Transaction Financial Adviser and Due Diligence Services ESOP Valuation and Adequate Consideration Opinions

Curtis R. Kimball, CFA, ASA, is an experienced Financial Valuation Analyst and the national director for WMA’s Wealth Management Valuation Practice. Mr. Kimball works with the firm’s regional, national, and international clients out of WMA’s Atlanta regional office, which he opened in 1995. He has been valuing private company interests and restricted interests in public companies, intellectual properties, and other intangible assets, rights, claims, and investments for a variety of purposes for over 40 years.

Mr. KImball was formerly with Wachovia Bank (acquired by Wells Fargo) and, later, the Citizens & Southern Trust Company (acquired by Bank of America) prior to joining WMA’s Portland, Oregon, office in 1988. He is a noted speaker on valuation issues and a contributing author to several standard reference works on private business valuation including: Valuing a Business, Fifth Edition (McGraw-Hill), Valuing Small Businesses and Professional Practices, Third Edition (McGraw-Hill), and Business Valuation Discounts and Premiums, Second Edition (Wiley).

View Curtis R. Kimball's Expert Witness Profile.

Expertise: Internationally recognized expert on the benefits of Crisis Management etc. Currently engaged by 7th largest organisation in the USA. Author of the new UK Government guide Preventing Chaos in a Crisis. Primary author of present UK Police command methodology Gold, Silver & Bronze. 

Senior Scotland Yard background, including setting up the multi agency operational management structure at the London Kings Cross major subway fire, secondment to the Anti Terrorist Branch. University lecturer. Highly entertaining / humorous global facilitator & presenter. Key motivator able to stimulate and focus wide audiences. Outstanding authoritative & skilled public speaker. Occasional TV appearances. Much quoted elsewhere. Member of the Guild of Freeman of the City of London. 

Seminars & Speaking Topics:

• Crisis Management: Preventing Chaos in a Crisis.
• Avoiding Catastrophe: Human Behavior – Good or Bad.
• The People Factor: Factoring in How People Will React.
• Business Continuity (BC): No Longer a "Grudge Purchase" - More Profit!
• Understanding Risk: Knitting with Fog, or Drawing the Strands Together?
• Best Practice from the UK Govt: Why the UK & Europe Have Changed Focus.
• Don’t Make a Drama out of a Crisis: The Benefits of Effective Incident Management.
• Regulations 600 Years Old: Why Be a Freeman of the City of London?
• New Scotland Yard: A Behind the Curtain Look at Current Issues.

Company Background: Visor Consultants specializes in helping domestic and global organizations get the very best from their staff in times of possible disaster. We quantify your various risks and hazards; advise you on which pose the greatest threats; assist you to eliminate or contain them; and help develop your Crisis Management skills. We can then guide you in Risk Mitigation, in resolving any security issues, and in designing Crisis & Business Continuity Management strategies. See Visor website for more information.

Dr. Jules Kamin received his Ph.D. in business economics, finance and management science from the University of Chicago Graduate School of Business, rated #1. He is an expert on Economic Damages impacting businesses and individuals.

Dr. Kamin brings to the practice of forensic economics a unique combination of educational background, practical business and teaching experience, and a proven record of expert retention and testimony in over 800 cases. He has testified, at trial, in more than 100 cases (federal and state court).

Services Include:

Lost Profits Lost Business Goodwill Diminution of Business Value Business Valuation Securities Course of Conduct Business Torts Fraud Interference with Prospective Economic Advantage Medical Malpractice

Breach of Contract Unfair Competition Condemnation Infringement of Intellectual Property Antitrust Lost Earnings and Benefits Personal Injury Wrongful Termination Wrongful Death

Brent Coker, PhD, is an Online Consumer Psychologist, researcher, and lecturer of Marketing at the University of Melbourne. He has a PhD in Electronic Commerce (“Predicting Internet Purchase Intention”). 

For the past decade, Dr. Coker has been researching why ideas spread, and what causes people to share. In 2011, he developed the 'bump' algorithm that predicts the spread of memes and video ads, and a few years later, wrote a book to summarize what he learned about Viral Marketing. The WH Smith Heathrow chart topping book, Going Viral is the culmination of a seven year study on the psychology of building a strong brand and customer engagement. For more information, view his Masterclass on Viral Marketing – “ "Virology".“

Dr. Coker founded the dot-com “Fernland” in 1998, and is currently founding director of Deloosh. – a technology and market research company. He is also inventor of the web analytics tool “webreep” Webreep Model,) which was the first web app to detect and measure website dissatisfaction, and more recently the founder of Wear Cape, – an influencer marketing agency. 

Keynotes and Public Speaking - Dr. Coker has been serving as a keynote speaker for years. He has delivered speeches to  such as entities as NASA, IBM, CPA Australia, and Oticon, and Qantas on subject including word of mouth, viral marketing, and online branding.

Dr. Brent Coker on Stage

View Dr. Brent Coker's Expert Witness Profile.

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.

Eric Kimberling, MBA, is one of the most recognized and respected independent Enterprise Resource Planning (ERP) systems experts in the world, giving 100% unbiased advice to clients for more than 20 years.

Throughout his career, Mr. Kimberling has helped hundreds of high-profile enterprises worldwide with their ERP initiatives, including Nucor Steel, Petro Masila, the Yemen Government, the City of Charlotte, NC, Fisher and Paykel Healthcare, Kodak, Samsonite, Coors, Boeing, Duke Energy, Filson, and Lucent Technologies, and the Alaskan Native Tribal Health Consortium, to name a few. 

Mr. Kimberling has helped manage ERP implementations and reengineer global supply chains in countries as diverse as China, India, Singapore, Hong Kong, Australia, New Zealand, South Africa, Lebanon, and the United States. He has won numerous industry awards for his experience and contributions, including Supply Chain Pro to Know and Best Independent ERP Blog award from ERP Focus.

Consulting Services:

ERP Software Selection SAP, Oracle, Microsoft Dynamics, Epicor, Infor, and other ERP Systems Organizational Change Management Implementation Project Management Independent Verification and Validation

Project Recovery Merger and Acquisition Business Integration via Strategic Planning Business Process Reengineering Six Sigma Enterprise Strategy

Mr. Kimberling has dedicated himself to giving keynote speeches at industry conferences and universities worldwide, and has been quoted in thousands of articles in newspapers, magazines, and books, including the Wall Street Journal, CIO Magazine, and Fortune. He has authored, published, and presented more than 50 ERP articles and white papers, and is the author of Panorama’s series of ERP Reports, quoted in dozens of publications per year. He is also the author of the acclaimed book, “Lessons from 1,000 ERP Implementations.”

Mr. Kimberling holds an MBA with an emphasis in operational strategy and a Bachelor of Science in business administration from Daniels College of Business at the University of Denver. He is also Six Sigma certified and a certified practitioner of multiple ERP solutions, including SAP, Siebel, Oracle, Microsoft Dynamics, Epicor and Infor, among others. He has won numerous industry awards for his experience and contributions, including Supply Chain Pro to Know and Best Independent ERP Blog from ERP Focus.

View Eric Kimberling's Expert Witness Profile.

Expertise: Ms. Wong is a media-experienced expert on intercultural issues and Feng Shui, an award-winning entrepreneur, a nationally-recognized authority on Asian and Asian-American business, as well as a best-selling author. In 1989 she founded her intercultural consulting and corporate training service and Pacific Heritage Books in 1992, both dedicated to "bridging cultures for better business." Since then she has created and secured a niche as a pioneer and an internationally recognized authority on the U.S. Asian market and feng shui.

Seminars: Through consulting, seminars, training, public speaking, writing, and publishing, Ms. Wong facilitates profitability between Asians and non-Asians globally. Her diverse and impressive clientele includes over 100 major residential and commercial developers nationwide as well as Universal Studios, Motorola, COTY, Nordstroms, Ford Motor Company, AT&T, Bank of America, New York Life Insurance, the Limited, U.S. Fish and Wildlife Service, Home Savings of America, United Way, cities, retailers and school districts.

Media Appearances: Ms. Wong has appeared on OPRAH, LIVE Regis and Kelly (5/1/01), CBS Sunday Morning, CNN Headline News, Discovery & Learning Channels, TIME (7/3/00), NBC, FOX TV, featured in New York Times, Los Angeles Times, Wall Street Journal, John Naisbitt's Trend Letter, API, The Atlantic, Chicago Tribune, USA Today, Trade and Culture, Seattle Times, Asian Week, and over 300 print, Internet & broadcast features.

Publications: Best-selling Feng Shui Dos and Taboos, Feng Shui Dos & Taboos for Love, 2003 Feng Shui Page-a-Day Calendar, Night of the Red Moon (1994), a historical fiction based on the 1871 Los Angeles Chinatown massacre and favorably reviewed in Los Angeles Times, Asian Week, Seattle's International Examiner, and nominated for Beatty Award for children's literature.

The Baby Boomer's 4-Minute Bible: Enduring Values to Live By (1998).

Been There, Done That: 16 Secrets of Success for Entrepreneurs (1997).

The Wind-Water Wheel: A Feng Shui Tool for Transforming Your Life (1996).

The Practical Feng Shui Chart Kit (1992)

She has served as advisor to Random House and wrote the foreword for Feng Shui: Arranging Your Home to Change Your Life, contributed to the Feng Shui Anthology. Ms. Wong's landmark TARGET: The U.S. Asian Market, A Practical Guide to Doing Business, (1993) was the first book about designing, marketing, and selling to Asians in a culturally-sensitive way for profitability, and won 1995 Best Business Book of the Year Award from Bookdealers World.

Awards: A member of Rotary International and 2001-2002 President, Palos Verdes Sunset Rotary Club, she now holds a special appointment for Rotary Image and Protocol for the 46 clubs of Rotary District 5280 which will host the 2008 Rotary International Convention in Los Angeles. Ms. Wong has been honored as one of the "Outstanding L.A. Businesswomen of the Year" by the National Association of Women Business Owners (NAWBO). Merrill Lynch and Ernst and Young cosponsored Ms. Wong for INC. magazine's prestigious Entrepreneur of the Year Award. She is also the winner of the IRWIN Award, So. Calif. Book Publicist of the Year and many other awards and recognition from numerous cities and organizations.

Leo A. Wrobel has earned broad notoriety and acclaim as an author, technologist, speaker, and Mayor (former) for over 30 years. Leo is a principal at Dallas-based b4Ci Inc. and is a nationally known Business Resumption Planning and Disaster Recovery expert. 

Leo and his team have served as advisors to Boards of Directors for businesses of all sizes and types. His seasoned advice can save money now and make money later. His team has included the founder of Qwest, Director of the US Mint, Chief of Staff to the Chairman of the Texas Public Utility Commission, the President of Fidelity Telecommunications, and more.

Speaking Engagements:
An engaging speaker, Leo has a dynamic presence and a passion for perfection. Rest assured your audience will stay awake as this energetic speaker makes the complicated simple, and conveys even the most abstract technical concepts in a fun and lighthearted manner! Leo has published 12 books and 800 trade articles and has lectured worldwide including Tel Aviv Israel, Santiago Chile, and most recently as a guest of the Chinese Academy of Sciences in Beijing. Wrobel has also extensively supported legal teams in Disaster Recovery and telecommunications cases. 

Praise and Accolades for Leo A. Wrobel: 

As a Seminar Host:

• Very knowledgeable. Ready to explain and eager to hear questions. Excellent.
• "Presentation skills were very effective and no question was a dumb question."
• "Good anecdotes and real-life examples, Excellent."
• "Leo adapted the course to fit our needs."

As a Consultant:

• "You have us pegged. Your methodology is perfect, don't change it." - CIO of $76 billion financial services company

Five Stars on Amazon.com!

• "Disaster Recovery Planning for Communications and Critical Infrastructure is a scholarly examination of how the vulnerabilities in modern-day infrastructure can best be protected from threats such as terrorism and natural disasters. Authors Leo A. Wrobel and Sharon M. Wrobel, both highly skilled professionals in the field, cover the technologies that can help spread the word quickly when things go wrong, how to set up procedures for "4Ci" (Command, Control, Communications, Computers, and Intelligence), the basics of a solid emergency response plan, templates for assessing the weaknesses of everything from hospitals to power grids to large business enterprises, "first alert" procedures, and much more. A scholarly, well-researched text featuring cutting-edge, life-saving preparation measures, Disaster Recovery Planning for Communications and Critical Infrastructure is an absolute must-have for disaster recovery planners and experts, and anyone else responsible for planning for worst-case scenarios. Highly recommended."

See more Wrobel books at link above or order at www.4ci.us.

View Leo Wrobel's Expert Witness Profile.

Rod 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

Swenson Consulting offers Snow Removal Services and developed its own proprietary snow operations software and can help business owners who desire to build or maintain a software package to assist their snow operations. They offer general business advice for many different types of situations including:

• Growth Development and Strategy for Snow Removal Businesses
• Diversification of Snow Removal Business Services
• Effective Collection of Invoicing for Snow Removal Businesses

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 USA.

Mr. Swenson owned and operated Snowmen, one of the largest snow and ice management companies in North America for over 20 years. He has obtained Security Clearance and is 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. He stays current with the modern methods and systems used today in snow and ice removal operations, procedures, equipment, contracts, and is very familiar with the types of de-icers used in the snow removal industry today. He has successfully navigated hundreds of slip and fall accidents and snow removal-related incidents. After overseeing thousands of commercial accounts over the years, he has worked through almost every issue that is relevant to a snow removal operation in the industry.

View Jeremy Swenson's Expert Witness Profile.

Sunset Consultants is an Architectural and Engineering Management firm that provides professional strategic planning and management consulting services for various entities, including those that need help with planning or architectural projects. Sunset's clients include well-established design firms and new professionals learning the basics of running an independent business. Sunset provides the following services:

Project Management Profit and Loss Analysis Business Development

Merger and Acquisition Analysis Sales and Marketing Advice Strategic Planning

Principal, David J. Brotman, FAIA, is an accomplished Senior Executive with a proven career and solid experience in all aspects of Architectural and Engineering Firm Management. Mr. Brotman's skills include all facets of Architectural Practice. His worldwide, multi-million dollar project experience includes retail, office, hotel, institutional, and mixed-use. 

Mr. Brotman has a successful track record and expert qualifications in improving quality of work, market share, delivering strong revenue, and profit gains. His experience encompasses start-up, turnaround, high-growth, and multi-national operations. David Brotman holds a reputation among colleagues, subordinates, and associates for creative imagination, vision, team building, and leadership skills. He specializes in envisioning an end-result, then leading a management team to realize that result with marked improvements along the way.

 View David Brotman's Expert Witness Profile.

J. Armand Musey, CFA, JD/MBA, founder and president of Summit Ridge Group, LLC, provides consulting services for the Satellite, Media and Telecommunications Industries including business appraisal, intangible asset valuation, strategic consulting, custom research. 

Mr. Musey is a highly regarded financial analyst with expertise in Asset Valuation, Business Valuation, Financial Analysis of Economic Damages and Financial Scenario Analysis. He also has significant experience in corporate governance and investment research practices. Mr. Musey's clients include media and communications companies, institutional investors, law firms and other professional services providers. 

Mr. Musey has a unique blend of 16 years of equity research (top-ranked sell-side analyst), investment banking and consulting experience. He has completed dozens of financial valuation, strategy analysis, business development and business plan creation assignments in the communications industry. He has experience in 18 financing and M&A transactions. 

Valuation:

• Transactional - Bankruptcy, Fairness Opinions, Mergers & Acquisitions
• Reporting - Asset Impairment, Portfolio Valuation, Tax

Strategic Consulting:

• Financial - Due Diligence, Merger & Acquisition
• Strategic Development
• Regulatory - Agency Publication Response, Spectrum Auction / License Acquisition Support

Custom Research

• In-Depth Projects - Financial, Market, and Strategic Analysis

View Expert Witness Profile.

Summit Associates of Bedford is a Materials and Manufacturing firm offering growth strategy, operations improvement, and international sourcing to commercial clients ranging in size from $3 to $150 million.

Summit Associates has a record of fixing troubled organizations and driving growth in complex technology based operations. Skilled at positioning small and middle market companies for sustained growth, they have commercial experience in ten countries, including creation and oversight of global partnerships in Europe and India and acquisition, sale, and licensing of fifteen technologies in seven countries.

Consulting Services:

Turnaround Leadership Organizational Change and Alignment Accelerated New Product / Market Development Product Launch

Lean Manufacturing Technology Acquisition Sale and Licensing International Partnerships Technology Valuation

Principal, Thomas W. Caldwell, PE, has over 40 years of experience in Materials Research and Development, Process and Product Development, and Manufacturing Operations in the Precision Cast and Machined Products industry.

Mr. Caldwell has designed and manufactured components for consumer and industrial products, including safety-critical applications such as aircraft landing gear brakes, seat belt lockup devices, windshield wiper, and window lift motor systems. He has experience creating and guiding technology development and manufacturing partnerships in Europe and Asia, licensing and selling intellectual property and creating supply chains in China.

Mr. Caldwell has lectured in the USA, Germany, Switzerland, and India on manufacturing premium quality metal products and manufacturing processes, and was a technical paper peer reviewer for 20 years for the Society of Automotive Engineers. A United States patent holder, he has published peer reviewed research in electrochemistry and materials processing, and has written and spoken numerous times on the subject of Materials Selection.

View Thomas A. Caldwell's Expert Witness Profile.

Dr. Stan V. Smith is a nationally renowned Economist and Financial Consultant providing analysis in simple terms that any trier-of-fact can understand. As an expert consultant to plaintiff and defense attorneys representing clients in Federal State courts, he provides testimony and litigation support services in evaluating damages. 

Dr. Smith provides Analysis, Testimony, and Litigation Support Services in Evaluating Damages for plaintiff and defense attorneys representing clients in federal and state courts nationwide. His concept of Hedonic Damages is acknowledged by judges, attorneys, and legal journalists as one of the most innovative tort concepts in the last 30 years. He has been interviewed and published in dozens of respected professional journals. Dr. Smith has assisted in the successful resolution of thousands of lawsuits on behalf of clients that include many dozens of the nation's largest law firms, the U.S. Department of Justice, as well as thousands of other prominent plaintiff and defense law firms in almost every state. 

Areas of Expertise:

Antitrust Damages Patent Valuation Lost Wages Mergers & Acquisitions Business Valuations & Losses Hedonic Damages Pension Fund Evaluation and Withdrawal Liability Society and Relationship Damage Analysis Identity Theft and FCRA Credit Damages

Security Losses Commercial Damages Employment Discrimination Life Care Plan and other Medical Cost Evaluations Structured Settlement Analysis Personal Consumption and Fringe Benefits Product Liability Injury Losses Lost Earnings Capacity