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Rosemary Paetow, CPA
I began my career as a scientist, earning my degree in Biochemistry from Cal Poly, San Luis Obispo. I worked on research to cure Multiple Sclerosis. Later, I went back to school to earn my accounting degree and obtained my CPA from KPMG. After 15 years in the finance world I decided to try my hand at being an entrepreneur. I successfully managed a mid-sized accounting software consulting firm for 9 years. Now, I train CEO’s to become better leaders, to make better decisions so as to produce better results. Everyday, I use the skills I attained as a scientist, CPA and CEO (the logic skills of analysis, strategic and systems thinking) to understand business with the soft skills of emotional intelligence (self-awareness) to understand how to motivate leaders running those businesses. I bring a strong financial as well as organizational (OD) understanding to my clients.
As an executive advisor to CEO’s I understand some of the challenges facing CEO’s: from defining the business issues correctly, to identifying when to hire & who to hire (skills vs. potential), to reading the market correctly (when to take a risk and when to hold back), to identifying the areas of risk in the business (those hidden things that will trip up our progress, our success). I have faced the same sorts of things. I have had to make some tough decisions. And I know what happens when we don’t act at the right time – or worse when we haven’t set ourselves to take advantage of a market correction. I have the tools (logic and soft skills) to take a company from where they are to where they want to be because I get into a CEO’s head and find out what untapped creative genius lies back there and how to use it more effectively in the business of managing people and making money.
Some Results I have produced as an advisor to CEO’s:
| Aim Better: Processes, People, Product | Doubled monthly Sales from $150,000 to $350,000 by eliminating administrative barriers (duplication of effort, customer service calls, in house staff calls) in 30 days. |
| Accelerate: Processes, Leadership | Reduced P & L production from 10 to 5 days w/o adding O/H or OT in 30 days. |
| Aim Better: Processes | Reduced IPO & Audit bill by 50% due to data organization & management of audit staff. |
| Achieve: Leadership. | L5 Leader created high trust in the executive team & a 10% overhead reduction as a result. |
Derek Long, AInstIB
I have experienced the roles of President, Founder, Interim CEO, Consultant, Entrepreneur and Sr. Executive in various industries. My analytical and forecasting skills are well balanced with my creativity for finding revenue opportunities to meet customer needs. Throughout my work, I keep the human element of business at the forefront, teaching and inspiring others to reach for their highest potential. I am an Accredited Associate of the Institute for Independent Business and an approved Advisor working with the Department of Commerce to implement Grant programs included in the Government Stimulus package.
Some Results I have produced as an advisor to CEO’s:
| Aim Better: | Developed strategic plan with B2B focus that added 10 new revenue streams to deliver over $100 million in revenue over 5 years |
| Accelerate: | Took from concept to over $10 million in revenue & managed growth from 3 to 41 employees in 5 years |
| Aim Better: | Added more than $500 million in annual revenue, Developed customer service procedures that reduced losses by more than $250,000 annually Pioneered new delivery methods which increased profitability by $1,000,000+ over 18 months |
I learned more in a 3 hour session than 3 days at a Harvard Business School Management training I recently attended .
Joe Panetta, President & CEO, BIOCOM
My group helped me rekindle my passion for the Law. My chair and group members hold me accountable to the commitments I make, and they challenge me to create a professional and personal life that is rich and fulfilling. They will settle for nothing less for me.
On a more practical note, I developed a P & L on each attorney, at the urging of Rosemary, to show the bottom line contribution of each attorney within the firm. We then used that document to have discussions with each attorney about their contribution to the firm at review time and bonus time. Results: eliminated 2 low performers and increased the effectiveness of the remaining team members. My Group also assisted me in analyzing where and when to move my offices.
With the assistance of my group and my chair, Rosemary, I am now creating a legacy at BPP that I can be proud of when the time comes to retire.
Tom Balestreri, Managing Partner, Balestreri, Pendleton, Potoki, LLC
Rosemary got my head back in the game. She helped me revitalize my business and my objectives for my future.
(developed & implemented an effective Exit Strategy )
David Stowe, Principle, The Ardell Group
My executive team was highly dysfunctional until the Solutions team began working with me, and eventually my direct reports. Now we manage conflict constructively. We have trust and accountability. As a result, my team have created a blue ocean strategy for our industry.
Anonymous, General Manager, Public Company
