Business Strategy & Planning

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Karen Stephens

Karen Stephens

Current City: Savannah, GA
Chapter: Savannah SCORE

4 years - Lockheed Aircraft, Marietta, GA. Human Factors Engineer. Our group participated in the design of all C-5A aircraft functions operated by personnel.

23 years - Pacific Northwest Bell/U S West, Seattle, WA. IT Director. Managed large application development organizations, primarily accounting systems. Utilized Quality Management processes.

10 years - Community Organization, Seattle, WA. Volunteer (upon retirment.) Provided leadership in Neighborhood Planning (5 year process) and implementation strategy; served on boards of Community Council and Chamber of Commerce.

6 years - Turk's Head, Seattle, WA. Occassional employee and volunteer. Office Manager, bookkeeper, marketing associate, HR and office procedures.

Resume

Education

Ph.D. in Psychology, University of Georgia

Larry Stevenson

Larry Stevenson, MPA

Larry Stevenson

Current City: Provo, UT

I have 38 years experience as a results-oriented operations manager for an international nonprofit organization and entrepreneur. Improving society one family and one business at a time drives me.

For example, we helped one operation increase productivity by 87% in four months and 230% in two years. Our team also opened 30 operations in 22 countries in 3 years. We achieved our 12-month goals 3 months early. We helped 10,000's of small- and home-based businesses to increase profits, grow their sales, and improve their efficiency.

We'd like to help you grow your business, too!

Resume

Education

  • Master of Public Administration from the Marriott School of Management at Brigham Young University
  • Bachelor of Science in Public Administration

 

Michael Rubino

Michael Rubino

Current City: Akron, OH

After graduating from the University of Akron, Mike began his career teaching general science and health science in the public schools. In 1985, he made a career shift into medical sales, joining the prescription drug division of Proctor and Gamble. He later joined Johnson and Johnson promoting both capital equipment and disposable instrumentation for surgery.  At Ethicon Endo-Surgery he served as a field sales trainer until 2002, when he moved to Tissue Link Medical, a start-up company that was later purchased by Medtronic.

Mike finished his corporate career as a Regional Manager for American Medical Systems, where he led a surgical sales force that covered thirteen states.  Following his departure, he formed the healthcare consulting company, ProjectPoint Solutions in 2011.  In this role, he assisted several companies with salesforce organization and training, national contract management, business development and clinical consulting in the operating room.  This consulting role led to a position at Austen BioInnovation Institute as the Director of Sales.

Today, Mike serves medical industry by providing independent sales and marketing services. By applying the sales and marketing skills acquired during his tenure with worldwide healthcare organizations, he assists newly formed and established companies enter the healthcare space. He specializes in strategic healthcare sales, product launch management and salesforce development.

 Mike resides with his wife Martha in Fairlawn, Ohio.  He has two married children and five grandchildren.  In their spare time, Mike and Martha hike, bike and kayak the National Parks and spend part of the year working from their home in Southwest Florida.

Resume

Education

<p>
<strong>The University of Akron</strong></p>

<p>
BS. Ed, Cum Laude, Health Science and Physical Science, 1971 - 19</p>

<p>
Additional Post-Graduate Coursework at Kent State University</p>

<p>
&nbsp;</p>

Marcial Gomez

Marcial Gomez

Current City: Miami, FL
Chapter: Miami Dade

Resume

Michael O'Toole

Michael O'Toole

Current City: Rocky Hill, CT

Resume

Marcial A Gomez

Marcial A Gomez

Current City: Hialeah, FL
Chapter: Miami Dade

8 yrs experience in Real estate and Mortgage loans.

  • 8 Years experience in Real Estate and Mortgage loans.
  • Currently active Real estate agent and Government employee by the Transportation Security Administration.
  • Light QuickBooks Accounting Software, Income Tax Preparer.
  • Owned and Managed a Retail Clothing Store.
  • Owned and Managed Signature Financial One a Correspondent Mortgage Lender company, Income Tax prep and Business Services.

Resume

Education

La Guardia Community College - Travel & Tourism Administration.

Real Estate Agent.

 

Corey White

Corey White

Current City: Miami, FL
Chapter: Miami Dade

 

Burger King Corporation

Miami, FL

Business Development – Manager, North America Franchising

September 2013 – Present

 - Perform financial analysis, source potential buyers, and lead negotiations for restaurant transactions in the U.S.

 - Implement Burger King corporate strategy in the U.S. franchise business by aiding remodeling, collections, and net restaurant growth initiatives through in-depth business case reviews with key franchisees

 - Create financial models for franchisees in financial distress to assess their ability to invest in their business, building comprehensive operational improvement and financial relief plans as needed

 - Modified the structure and management of the administrative process to complete transactions and update Burger King internal systems to reduce transaction time by 20%

Franchise Operations – Business Analyst

November 2012 – September 2013

 - Analyzed franchise revenue for over 1,500 restaurants to target franchisees for growth projects, achieve Midwest regional EBITDA target, and resolve all collections issues

 - Tracked restaurant remodel commitments and the status of projects to support negotiations with franchisees to invest in the Burger King Image Transformation Program

 - Facilitated franchise to franchise sales, ownership changes, and potential franchisee interview and business plan screening process

 - Strategized methods to mitigate restaurant closures including adjusting lease agreements, negotiating royalties, and offsetting unavoidable closures with new development commitments

Global Business Services – Analyst, Credit & Collections

July 2011 – November 2012

 - Tracked performance, designed reports for analyzing key issues, and implemented solutions to improve problem areas in the Accounts Receivable processes and special projects

 - Revised the cash application process to accurately record Burger King receivables, recovering $12 million in misapplied income

 - Managed monthly processes of financial incentives programs for franchisees tied to their performance of key business initiatives pertaining to restaurant development and collections

 - Analyzed accounts of franchisees to resolve payment issues and assist in collections

Resume

Education

<p>
University of Chicago</p>

<p>
Bachelor of Arts in Economics</p>

Robert G Cleaveland

Robert G Cleaveland

Current City: University Place, WA

40 years in financial services industry: John Hancock Life Agent(1972-1982); Family-owned P&C Agency (1982-1999);
Owner of regional financial planning practice, Cornerstone Financial Strategies LLC, in UP & Tacoma. Life, health, P&C, Series 7, 66 licensed; RIA. Residential real estate landlord. Co-founded WA state Make-A-Wish(r)chapter (1986-1996); National Make-A-Wish(r) Board (1988-1994). Franciscan Hospice volunteer (2013-present). Volunteer, U S Open @ Chambers Bay, June 2015.

Resume

Education

BA, English, Ohio Wesleyan University. Professional designations CLU, ChFC.

Joel Kaufmann

Joel Kaufmann

Joel Kaufmann

Current City: Berkeley, CA
Chapter: East Bay SCORE

Senior consultant with extensive experience helping organizations develop new services and improve operations. Expert at: planning; defining and improving business processes; creating effective approaches for new programs and projects (defining the what before the how); and teaching others best practices in these areas.

Resume

Education

M.P.H. Planning, University of California - Berkeley
M.S. Electrical Engineering (Systems), Stanford University
B.S. Electrical Engineering, Rensselaer Polytechnic Institute

Rocky Smolin

Rocky Smolin

Current City: Del Mar, CA

40 years as an independent software developer - custom and commercial applications for small business - expertise in manufacturing systems; small systems hardware and software;

Resume

Education

B.S. Business Administration, Bradley University 1970

M.B.A. Information Systems and Finance, San Diego State, 1974

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