Board Advisory

Interim COO & CFO / CIO Consulting

  • ​Acts as an independent source to provide:

  1. ​Resource assessments on Cybersecurity
  2. Nominating and Governance Procedures
  3. Executive Director  / CEO 360 degree evaluations

  • Steps into executive leadership on an interim basis as a COO or CFO/CIO
  • Provides leadership for divestitures or acquisitions from an operational, IT and financial perspective. ​​Specializes  in turnaround situations.

Business & Finance 


  • ​Works with users to identify critical customer pain points
  • Assesses current process and systems flows 
  • Identifies key stakeholders and portfolio leadership process
  • Mitigates transformational risk and impact on operations
  • Ensures information sources are in place to analyze and report on "big-data" trends
  • Models and executives workforce plans as well as re-skilling of workforce
  • Establishes key performance indicators for critical transformation areas​
  • Creates financial accountability for transformation / integration efficiencies.


IT Portfolio Management & Risk Assessments

  • Creates benchmark IT spend categories
  • Implements IT General Controls for SOX Compliance
  • Enhances IT portfolio management to achieve transparency on:

  1. ​Strategic Value
  2. Cost Benefit Analysis
  3. Customer Delight
  4. Compliance Requirements
  5. Shared Ownership between business and IT for program success
  • ​Provides consulting on platform services including running internal vs. external IaaS and SaaS
  • Manages large software implementations including business requirements, modifications of code, and user training/ implementation