International Business Planning Consultants: 6

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.

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

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.

HP Accounting Services, Inc. is a leading provider of interim and outsourced Financial Management for tech and other companies. A CPA and business valuation firm, they support their clients’ compliance with the IRC 409A and SFAS 123(R) rules, intangible asset valuation, as well as issues involving damage calculations, expert witness services in litigation. 

Consulting Services:

• Accounting - Bookkeeping (Monthly/Quarterly/Annual), Accounting system setup for new businesses, Personal financial statements, Business Plan Development & Loan Brokerage, Audit Preparation & Liaison, Budgeting
• Business Valuation - Purchase Price Allocations — FAS 141R
• Mergers & Acquisitions
• Business Fraud Prevention

Robert Bates, CPA, Esq., CFE, CVA, CFO has over 30 years of Financial Management and Accounting experience as a Controller and CFO in various industries. He has been in several industries, including telecom, media, retail and financial services in addition to having consulting experience at startups in the software, technology, and life sciences fields. Mr. Bates specializes in International Accounting, Software Issues, and Obtaining Financing. AS CFO of  public companies, he has completed due diligence accounting/reporting for 12 acquisitions, including performing Business Valuations and dealing with FAS 142 issues. Mr. Bates has handled accounting for complex debt instruments including warrants, beneficial conversion feature, and other derivative issues. He has also been responsible for SEC reporting: 10Q’s and 10K’s.

View Robert Bates' Expert Witness Profile.

Consultica Worldwide is a management consulting firm with a reputation for resolving strategic and operational issues in Business, International Education, Management, and Human Capital. The firm was established in Sydney, Australia in 2003 and provides consultancy services in management, strategy, quality, business, and international education.

Consultica specializes in assisting with RTO quality and development, university advisory, higher education service provider (HEP) services, tertiary quality, start-up, and strategic planning. Their services cover the following:

Quality Development, Enhancement Quality Systems Registration and Re-registration Services Harnessing Strategic Synergies Creating Quality Cultures Developing Corporate Talent

Aligning the Workforce to Strategy Strengthening High-impact Leadership Leadership Transition Risk Management Executive Guidance Strategic Management

Principal, Mo Kader, PhD, is a business and commerce professional specializing in three areas of expertise: Business Start-up and Development, Human Capital and Corporate Training, and International Education and Institutions. He has an in-depth knowledge of the education, corporate training, learning and development fields and of Small and Medium Enterprise (SME) and larger commercial enterprise.

Dr. Kader assists SME's and large businesses in a range of sectors to start up or develop or grow. This is done through business management principles and with a range of human resource and organizational development approaches. These help increase the start-up business success rate and streamline its processes, as they do with larger businesses looking for better performance.

Dr. Kader's understanding of management, business development, new company growth strategies, and change management aid in providing a pragmatic, driven approach to business. He has worked as Business Development Manager, National Business Manager, Head of Sales, General Manager, and Managing Director, and has a high degree of acumen in international business, export development, new enterprise start up, and in resolving business and commercial issues via good business practice and human capital programs.

Mo Kader is experienced in the regulatory framework of compliance for Registered Training Organisations (RTO's), Higher Education Providers (HEP's), and Universities. He assists RTO's with initial registration and ongoing compliance. The establishment of Higher Education Providers and Tertiary Education Institutions is also his forte. With an ability to assist from the inception and Strategic Planning phase to the development of internal policies and procedures that provide the institute with a Quality Framework, Dr. Kader is able to impart sound advice and implementation support.

Blue Silk Consulting specializes in Global Supply Chain Processes and Technology Enablement. We are a consulting firm, with 80+ clients and over 35 years of consulting experience in Supply Chain Management, Project Management, Systems Consulting, and Expert Witness Services. With global and domestic clients, Rosemary Coates has extensive knowledge and experience in manufacturing and outsourcing to China, and in global manufacturing strategies such as reshoring production. Rosemary Coates' experience spans a broad range of industries including:

High Technology Software Chemicals Health Care Consumer Products Industrial Products Apparel and Footwear

Counterfeit Imports Food Distribution Transportation Publishing Retail Oil and Gas Automotive

Rosemary Coates, President of Blue Silk Consulting and the Executive Director of the Reshoring Institute. She is a seasoned executive with an MBA and 25+ years of experience in Chinese Sourcing and Manufacturing, Global Supply Chain Management, Reshoring, Procurement, Manufacturing and ERP Systems Consulting. Background Experience. 

Prior to BSC, Ms. Coates was a Senior Director at SAP, the Supply Chain Practice Leader at KPMG Peat Marwick and at Answerthink, and a Regional Manager at Hewlett-Packard. Ms. Coates has consulted with global and domestic clients, VCs, and PE firms on operations systems and processes. She has considerable international experience and has worked for extended periods in Asia and Europe. 

Ms. Coates' experience spans a broad range of industries including High Technology, Software, Chemicals, Health Care, Consumer Products, Industrial Products, Food Distribution, Transportation, Publishing, Retail, and Oil and Gas. She has extensive knowledge and experience in manufacturing and outsourcing in Asia, Europe, and the US. She has written five Amazon.com books including Best Seller 42 Rules for Sourcing and Manufacturing in China, and Legal Blacksmith: How to Avoid and Defend Supply Chain Disputes, and  42 Rules for Superior Field Service, and Negotiation Blueprint for Buyers, and The Reshoring Guidebook. 

Ms. Coates is also the Executive Director of the Reshoring Institute and a member of the Board of Directors at the University of San Diego Supply Chain Management Institute, and a Member of the Board at Kinectic River. She teaches Global Supply Chain Strategy at UC Berkeley. She is a Licensed U.S. Customs Broker. She earned a BS in Business at Arizona State University and an MBA at the University of San Diego. She resides in Silicon Valley.

Rosemary Coates: Supply Chain Management Overview

Areas of Expertise:

Chinese Products / Chinese Imports Counterfeit Imports Chinese Manufacturing Importing and Exporting Electronics Purchasing Operations Planning

Inventory Warehousing Supply Chain Distribution Channel Manufacturing Operations Field Service Supply Contracts ERP Systems Implementations

View Rosemary Coates' Expert Witness Profile.