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  • June 17, 2024 11:40 AM | John Russell (Administrator)

    MABC Member Profile - Jennifer L. Amundsen - Attorney

    Ms. Amundsen has nearly 20 years’ experience in the legal and intellectual property industries and nearly 13 years’ experience as a lawyer. She represents information technology businesses, authors, independent film and video production companies, theater companies, software developers and other brand and creative content owners, with an emphasis on the implications of emerging technologies, the Internet and social media. She helps clients to identify, protect and leverage their intellectual property assets, such as trademarks and copyrights, and to avoid conflicts with third-party intellectual property assets. She also counsels clients regarding day-to-day business and legal matters, including a variety of contract matters.

     

    Ms. Amundsen has also developed a niche in the areas of canine and equine law, where she advises owners and breeders of companion animals (primarily dogs) and horses on issues pertaining to their hobbies and businesses. She has represented dog clubs and equine groups, and she is a frequent speaker on legal topics pertaining to animal ownership.

     

    Ms. Amundsen graduated in 2003 from the University of Wisconsin Law School, where she was regularly included on the Dean’s List. While completing law school, she served on the editorial board of the Wisconsin International Law Journal, worked as an intern for the Hon. Stephen L. Crocker of the Western District of Wisconsin and participated in a seminar on cross-cultural negotiations in Beijing and Shanghai, China. She was also a member of UW Law School’s winning team the 2003 Sojourner Truth Moot Court Competition.

     

    She is a 1994 graduate of Kalamazoo College, a prestigious liberal arts college located in Michigan that is particularly celebrated for its innovative curriculum and foreign study programs. Ms. Amundsen attended “K” on a partial music scholarship, majoring in French and studying at the Université de Caen in France.

     

    Ms. Amundsen is a member of the State Bar of Wisconsin and Wisconsin Women Entrepreneurs SouthCentral, Inc. She is also a member of Badger Kennel Club (past Director), the Clumber Spaniel Club of America (past Secretary), and the Fox River Field Spaniel Club. She is a founding director and current President of the Board of Directors of the Clumber Spaniel Health Foundation, Inc. and also serves on the board of the Friends of Madison Mounted Horse Patrol. Ms. Amundsen was selected for inclusion in the 2013 SuperLawyers Rising Stars list.

     

    She enjoys spending time with her husband, Michael Finnegan, training and showing their dogs, and riding her horse.

    Subscription and flat-fee services primarily in the areas of intellectual property, information technology, privacy/data protection, and contracts. Also providing outsourced general counsel and overflow services.

    Background Info:

    With a background in foreign languages, intellectual property and dogs, I am well-suited to assist clients in a variety of industries with a variety of legal challenges. I leverage my broad experience counseling entrepreneurs, creatives, and businesses of all sizes.



  • June 04, 2024 8:42 AM | John Russell (Administrator)

    MABC Member Profile - Jamie Perez - Owner - Beyond Words Productions

    My name is Jamie and I'm the owner of Beyond Words Productions. I'm a videographer and storyteller at heart. My business focuses on sharing heartfelt and emotive stories for businesses, organizations and nonprofits through video.


    I was a TV news reporter for 6 years before leaving that industry and starting my own business. I loved the news world but found my true passion was in heartfelt and emotive storytelling, which I didn't get to do often enough working in news. I left my TV job in September of 2021 and started my business November of that year. Now, I get to tell impactful and compassionate stories for businesses full time.

    The Story Behind Beyond Words

    My name is Jamie, and I'm a videographer and storyteller at heart. 

    My past life as a broadcast TV news reporter brought me here: owning my own business... rather unexpectedly, I might add. 

    After growing up in California, my TV news job took me across the country to Iowa, where I was an anchor, reporter, and producer for an ABC affiliate. After two years there, I moved to Wisconsin, where I worked as an MMJ -- multimedia journalist. That basically means I did everything on my own from start to finish every day.

    · Finding the story.

    · Setting up the interviews.

    · Filming all the footage.

    · Editing the story together.

    · Presenting that story on camera.

    · Writing up the online article to accompany it.

    · And doing it all over again the next day. 

    After almost six years doing that, I eventually left the career I thought I would be in forever. I wanted to focus on sharing heartfelt, emotive, impactful stories full-time. 

    I started my own LLC so that I could be my own boss and tell the stories my heart and the community were longing for. Now, instead of running around covering today's top headlines, I get to use my skills to help people, share their stories, and create paths of empathy where there may not otherwise be any. 

    One of my coworkers once told me, "It takes an emotional person to be able to tell someone else's story and do it well." 

    I love this line. When I was younger, I might have taken offense to someone calling me emotional, but now I embrace that word. It allows me to feel my interviewee's story as if I'm going through it with them. It helps me tell their story as if I lived it too. My EMOTIONS make my videos EMOTIVE. 

    And I love making others feel what I feel when I'm telling someone's story. I believe our world could use a bit more empathy for one another. Sharing stories about our experiences, our personal triumphs, and traumas is the only way to let each other in. 

    Lastly, just have to add some room in here to explain the business name: BEYOND WORDS. 

    My mom came up with it. When I was trying to think of a business name, I asked for her help. Knowing I focus on emotional stories, she said, "If a picture says a thousand words, your videos will leave people beyond words."

    Special Skills

    • Digital Media
    • Video Production
    • Audio Production
    • Marketing & Sales
    • Content Creation

    Awards and Certifications

    2023 Winner - Better Business Bureau Spark Award

    2022 Athena Young Professional Award Nominee - The Business Forum

    2025 City of Madison Small Business Certified

    2025 City of Madison Woman Owned Certified

    2025 City of Madison Minority Owned Certified


  • May 29, 2024 8:20 AM | John Russell (Administrator)

    June Program Presentation

    Grow Your Business with the Art of Video Storytelling

    with Jamie Perez, Beyond Words Productions

    Hope to see you there!

    June  13, 2024      8:00am - 10:00am CST

    Connecting with your audience is an art that is difficult to master. And the chase for continuous leads is something every business faces. With video being one of the best ways to connect and communicate these days, it's crucial for businesses to implement video storytelling to help optimize these processes.

    In this program, you will see how businesses can utilize videos in their marketing tools, attach to their website, send in email newsletters and more. Video can be done in so many ways, but connecting through heartfelt storytelling is one of the most effective ways.

    ABOUT THE PRESENTER

    Jamie Perez

    Owner of Beyond Words Productions Jamie Perez has 12 years of storytelling experience. Her business has helped for profits and nonprofits create videos that captivate audiences by the heartstrings, and generate hundreds of thousands of dollars in leads for businesses and nonprofits. In this presentation, you'll gain a better understanding of what differentiates a regular video from a video that tells a story.

    Hope to see you there!

    June  13, 2024      8:00am - 10:00am CST

    _____________________________________

    Agenda

    _____________________________________

    8:00-8:30 a.m. CST  - Open Zoom Networking

    8:30-9:00 a.m. CST - Meeting opening remarks

    9:00-9:45 a.m. CST - Program

    9:45-10:00 a.m. CST - Questions & Answers

    ____________________________________________________________

    Program Logistics

    ____________________________________________________________

    Who. For all B2B consultants craving collegiality, collaboration, and real conversation. Guests welcome!

    What. Monthly program providing networking, relevant education, and personal and professional growth opportunities. 

    When. Thursday, June 13 • 8:00 AM–10:00 AM CST

    Where. Zoom Meeting ID will be in your registration confirmation email

    Cost. Free for Members & Guests

    RSVP. Register Today!

    Guests always welcome!


  • May 13, 2024 8:28 AM | John Russell (Administrator)

    Brooke Saucier - Owner Knektar Madison Area Business Consultants Member Profile

    We have a great deal to discuss. Whether helping a business identify new client channels, matching an entrepreneur with investment possibilities, or matching strategic partners and ideas, I delight in suggesting new avenues to pursue. I believe in the power of building communities, on many levels, to establish networks in which to grow business development channels.

    I'm Brooke Saucier of Knektar. I am a Curator of Opportunities who seeks mutually beneficial reasons to connect people, businesses and ideas so they can all effectively grow to fulfill their potential through collaboration.


    Curated knektions regarding investment opportunities, strategic partnerships, talent acquisition, marketing resources and business development channels.

    Brooke has culled a wealth of experiences from his oddly varied background--international banker, preschool teacher, cycling instructor, whiskey distiller, strategic planning director. He's 52 but reads at a 54-yr old level.

    Areas of Expertise
    Marketing Consulting • Lead Generation • Marketing Strategy • Commercial Real Estate • Property Management • Custom Software Development • Business Consulting

    http://knektar.com/


  • May 06, 2024 9:08 AM | John Russell (Administrator)

    May Program Presentation: May 9th 8am-10am

    Nurturing Black Entrepreneurship for a Thriving Ecosystem

    with Jazmynn Appleton, Progress Center for Black Women

    Register Here 


    During this workshop, you will be equipped with the knowledge and tools to actively support and empower Black entrepreneurs on their path to success. From the experience Jazmynn has gained over the last two years of doing groundwork to help Black entrepreneurs in our community succeed, grow and elevate, you'll gain a deep understanding of the critical roles community support, access to capital, and resource connections play in their entrepreneurial journey. Learn how to become an advocate and ally, leveraging your network and resources to uplift Black entrepreneurs. Jazmynn will guide you through practical strategies and best practices, ensuring that you can make a positive impact in the quest for equity and prosperity in the business world and fostering a more inclusive and thriving entrepreneurial ecosystem.


    About the presenter:



    Jazmynn Appleton, a Chicago native who grew up in Madison, WI, is a multifaceted entrepreneur, career woman, and devoted mother to her son, Jaedyn.

    Jazmynn serves as the Chief Director of Entrepreneurial Growth and Innovation at the Progress Center for Black Women. This organization is dedicated to uplifting Black women and families through entrepreneurial and professional development training, financial education, and comprehensive support.

    She is the co-founder of FOCUS, an entrepreneurial training accelerator that has gained recognition from media outlets like the Wisconsin State Journal and Cap Times. Through FOCUS, Jazmynn has been instrumental in guiding entrepreneurs across diverse sectors, facilitating their growth, securing storefronts, boosting media visibility, and expanding their businesses successfully.

    She was a panelist for the 2022 Annual Upstart Celebration, a speaker at the 5th Annual Black History Education Conference, hosted a networking for introverts workshop at Marquette University and was a part of Forward Fest's panel discussion, "Fempreneurs: Bold Narratives and What It Takes To Make Your Break." She was also named one of 2024’s Brava Women to Watch.


    Hope to see you there!


    May 9, 2024      8:00am - 10:00am CST


    _____________________________________

    Agenda

    _____________________________________


    8:00-8:30 a.m. CST  - Open Zoom Networking

    8:30-9:00 a.m. CST - Meeting opening remarks

    9:00-9:45 a.m. CST - Program

    9:45-10:00 a.m. CST - Questions & Answers

    ____________________________________________________________

    Program Logistics

    ____________________________________________________________

    Who. For all B2B consultants craving collegiality, collaboration, and real conversation. Guests welcome!

    What. Monthly program providing networking, relevant education, and personal and professional growth opportunities. 

    When. Thursday, May 9 • 8:00 AM–10:00 AM CST

    Where. Zoom Meeting ID will be in your registration confirmation email

    Cost. Free for Members & Guests

    RSVP. Register Today!

    Guests always welcome!

    Register Here to Attend


  • April 29, 2024 8:32 AM | John Russell (Administrator)

    Hollie H. Hollister 

    Founder and Principal - H Cubed Group, LLC

    http://www.hcubedgroup.com

    H Cubed Group specializes in helping heart-based small business owners and solo entrepreneurs grow their businesses and themselves (all without stifling who they are or selling their souls).


    You'll find us collaborating shoulder to shoulder with our clients to help them overcome barriers by creating authentic solutions to their needs. Each of our clients experiences a very customized process working with us.

    Our success is patterned on a high amount of commitment and collaboration from each party. Have no doubt about it -- the nature of our processes require each of the parties to roll up their sleeves and dig in from beginning to end. Whether that means helping our clients:

    - Get clear on their passion(s) and talents;

    - Identify their highest value customers (current and prospective); or

    - Capitalize on what makes their organizations, services and/or products so special.

    It's personal AND it's business (tm). We invite you to contact us to learn how you can realize exponential results by best fitting the Heart (passion), Head (planning), and Hands (doing) of your organization.

    Services

    Support services for heart-based small business owners to (re)discover and put into practice their own Personal Leadership Practice include:

    1) Kick-start strategic thinking sessions to identify and activate their core values.

    2) Customized coaching and mentoring packages.

    Because we specialize in coaching and leadership development for heart-based small business owners and solo entrepreneurs, you’ll find that we aspire to transfer as much knowledge and skills as our clients and partners want to assume.

    Background Info

    Hollie H. Hollister is a pragmatic visionary who aspires to combine the personal with the professional to bring fresh thinking, unique insights and holistic solutions that help heart-based small business owners grow their businesses and themselves (all without stifling who they are or selling their souls).

    She has a talent for blending wisdom with “constructive joy” and creatively distilling it into guiding principles and simple, workable steps to help her clients, colleagues and friends reach their goals.

    Specializing within the area of coaching and leadership development, Hollie has over 18 years’ experience working with organizational groups across diverse industries within the private, government and social sectors, including Fortune 500 companies.

    Consulting Specialties

    • Coaching & Personal Development
    • Leadership
    • Business Strategy
    • Diversity & Inclusion
    • Woman Owned

    Hollie Hollister is a shoulder-to-shoulder guide who aspires to combine the personal with the professional to bring fresh thinking, unique insights and holistic solutions that help heart-based small business owners and solo entrepreneurs grow their businesses and themselves (all without stifling who they are or selling their souls).

    She has a talent for blending wisdom with "constructive joy" and creatively distilling it into guiding principles and simple, workable steps to help her clients, colleagues and friends reach their goals.

    Specializing within the area of coaching and leadership development, Hollie has over 18 years experience working with organizational groups across diverse industries within the private, government and social sectors, including Fortune 500 companies.

    Capabilities:

    ~ Small business and entrepreneurial #coaching

    ~ #Leadership development and #mentoring

    ~ Strategic marketing and operations coaching

    ~ Interactive presentations and workshops

    ~ Strategic thinking, meeting facilitation, and community engagement

    +++++++++++++

    Connect with Hollie at hollie@hcubedgroup.com


  • April 22, 2024 9:28 AM | John Russell (Administrator)

    MABC Member Profile - Mathew Ziemke – Partner SX Wisconsin Sales Management And Training

    ARE YOU STRUGGLING WITH…

    ·        Growth: Experiencing stagnant/declining sales, or are you growing too quickly and can’t scale?

    ·        Stress: Doing too many things (and none as well as you could), and frustrated by the lack of control you feel?

    ·        Balance: Are you inundated with day-to-day decisions, instead of focusing time on new ideas and ways to drive the business forward?

    ·        Plan: Do you have a clear roadmap outlining how to build a solid sales infrastructure?

    If you find yourself facing uncertainty about the road ahead, you are not alone. Business leaders of all sizes face this. As a Certified Sales Operating and Management System™ implementer, I will help you reclaim control of your sales organization.


    Introduction

    Matthew is one of the Founding Partners of SX Wisconsin. Matthew helps small to mid-sized businesses achieve profitable and sustainable revenue growth. As an executive with over 25+ years of experience in leading highly successful sales teams, Matthew has executed the vision and strategies that built industry leading financial and insurance organizations. Matthew has seamlessly worked with cross-functional teams to remedy complex situations.

    Matthew partners with your company as an Outsourced Chief Sales Officer to assist sales teams in reaching exceptional levels of performance, profit and increase revenue while building winning strategies to help you reach business objectives.

    Services

    My goal is to drive sales growth. I do this with Sales Xceleration’s proven system that focuses on creating record-breaking sales for your company, defined in these 3 steps:

    * Create a Sales Plan
    * Find Your Best Customers
    * Grow Your Sales

    Management Consulting

    Growth Management

    Marketing & Sales



  • April 15, 2024 8:14 AM | John Russell (Administrator)

    MABC Member Profile - Mike Schuster - Owner Fiddle Smart Marketing

    Many entrepreneurs spend countless hours and waste a lot of money marketing their business ... only to feel frustrated and ready to "throw in the towel" when their efforts don't attract new customers or build more sales. Maybe you can relate.

    With 30 years of experience in marketing, I can tell you it doesn't have to be that way. To attract more customers (without relying on hype or manipulation) and sustainable grow sales, most businesses need to focus their marketing so it leads with strategy, uses data to help shape decisions, and focuses on the customer (not the company).

    As a small business marketing consultant, I help my clients combine these factors in a way that attracts ideal customers, builds deeper connections, and amplifies their impact.

    Before founding FiddleSmart Marketing, Mike spent more than two decades developing a data-driven, customer-focused approach to marketing while leading teams for family-owned businesses in specialty, niche markets. I became passionate about building shareworthy customer experiences during a summer at Disney. I discovered the sales power of storytelling and data-driven marketing during my time at The Franklin Mint. And, for nearly 15 years, I combined them to establish, focus, and facilitate strategies for the profitable growth of one of the sewing industry’s most iconic retailers, Nancy’s Notions.

    When I'm not working with clients to create marketing that inspires action, I enjoy spending time outdoors hiking, camping and playing around with photography. From time to time, I also spend time on stage acting in community theatre productions. An avid swimmer and devoted dad, I live in Sun Prairie, Wisconsin, with my wife, three kids and our dog.


    Most business owners work hard marketing their business only to feel deflated when they barely get results. At FiddleSmart Marketing, Mike works side by side with them to develop marketing that actually works so they can reach more of the people they are called to serve.

    Services for Business Owners and Entrepreneurs

    Marketing strategy, planning and execution

    Strategic analysis: get insights into customer and product dynamics, what's driving results, clarity on where to focus to revitalize sales, and opportunities for quick wins.

    Marketing audits: identify small tweaks that can be made to existing product offers, creative presentations and campaigns to get more customers and increase sales without increasing the marketing budget.

    Marketing Renovations: upgrade and expand marketing programs where it counts. Process is designed to review current results, expand what's working, eliminate what's not, focus on what's going to make the biggest difference and build a plan.

    Marketing program management: work with the existing internal team or an external network of providers to execute the plan, get projects off the ground and grow the business.

    Marketing Coaching: help teams become more effective marketers through customized training, facilitator-led workshops or regular check-in meetings.

    Background Info

    Always a consultant at heart, Mike’s quarter-century of experience includes working in specialty, niche-focused markets including crafts, collectibles, gifts and the performing arts.

    He’s led the development of multi-million-dollar, multi-title catalog businesses; conceived and implemented new product development strategies and created multichannel direct-to-consumer marketing campaigns.

    A trained facilitator, Mike’s also led multi-day workshop sessions in the U.S. and China to solve cross-functional business issues. These sessions led to a savings of over $2 million in annual expenses and cut long-established process lead times by 50%.

    For nearly 15 years before founding FiddleSmart Marketing, Mike established and facilitated strategies for the profitable growth of one of the sewing industry’s most iconic retailers, Nancy’s Notions.

    Under his leadership, the company expanded product lines, increased the number of active customers, launched digital marketing programs, improved operational efficiencies, and renovated long-standing marketing practices.

    During his tenure, the company experienced the longest period of sustained profitability in its 35-year history.

    A believer we make better decisions when focused on the customer, Mike iproudly holds a Ducktorate Degree in Management, Disney Style, from Disney University. After all, how cool is it to have a degree signed by Mickey Mouse and Donald Duck?

    He earned his MBA in marketing from Villanova University. And, he holds a degree in Public Relations from Western Michigan University.

    Marketing Areas of Expertise

    Marketing & Sales

    Business Strategy

    Brand and Product Management

    Direct-to-Consumer Marketing

    Online Marketing


  • April 08, 2024 10:34 AM | John Russell (Administrator)

    Mary Helen Conroy - Life's A Daring Adventure
    MABC Member Profile


    • Speaker
    • Life Coach
    • Book Coach


    Introduction

    Life is a daring adventure, or it is nothing. So said Helen Keller and her words have been my mantra through the changes and reinventions of my own life.

    I am a reinvention life coach specializing in midlife. Those midlife years, usually from 45-70 (yes 70 is the new 50), enable us to prepare for a later stage, sometimes called retirement, but always filled with change and opportunities.

    Best selling author of the "Itty Bitty Amazing Retirement Book: Ready Set Go!" Retirement’ is becoming an outdated word. More than 8,000 boomers are retiring each day. However, retirement no longer means picking out that favorite rocking chair or even buying an RV to travel the country.

    Retirement planning is personal.

    Retirement planning is more than just looking at the money.

    Life’s a Daring Adventure - I’m not done yet! looks at the way clients will create the days following the retirement party. Through a process called the Reinvention Portfolio clients develop their daring adventures to come.

    Reinvention is about change. It’s about transition, it’s about another life phase. Clients strategize to set their goals and expectations. Through coaching individuals or partners, at workshops or speaking at retirement planning sessions, Life’s a Daring Adventure shares practical goal setting with dreams and expectations.

    I’ve chosen to say, I’m Not Done Yet! My clients have as well.

    visit: www.lifesadaringadventure today
    Services
    Life’s a Daring Adventure - I’m Not Done Yet! Life Coaching

    For individuals or partners (in person or virtually):

    Through a series of in-depth one-to-one sessions created to stimulate thinking, focus goals and inspire thought you create your own Reinvention Portfolio.

    You don’t have to struggle alone in planning your reinvention. Planning becomes fun, creative and focused as you work with me to look at this life transition called retirement. Through exercises and goal planning sessions, the future begins to unfold.

    Sessions take place in a comfortable working space (or online) where you can discuss freely your hopes, dreams and fears about life ahead. Through targeted conversations and specifically designed exercises, you have the opportunity to work on what’s most important to you in designing your Reinvention Portfolio. Taking the reinvention portfolio to your financial planner will make the dreams a reality.

    Reinvention Workshops/Speaking Engagements:

    By attending a workshop or in a group setting these sessions highlight the latest thinking in the retirement and aging fields. An amazing and energetic presentation will stimulate and engage you and your fellow participants in a creative and dynamic process. Highlighted are the tools for visioning the future and setting goals to arrive at your designed reinvention.

    OR

    Dip your toe in the water:

    Book a no obligation, free introductory session to reinvention portfolio planning.
    Background Info
    A little about me:

    Welcome! I’m Mary Helen, a daring adventurer, who would love to be your reinvention life coach sharing your journey through midlife.

    My adventures have led me to meeting you today. Each of my decades has been filled with careers of purpose; librarianship, sales and teaching. I have loved and divorced, I have loved again. I have witnessed two sons grow to become incredible young men who still give me hugs. I have felt the pain of losing parents. I have left jobs. I have jumped when there were no safety nets. I’d love to hear the story of your life.

    Each page in the chapters of my decades has challenged me to grow and learn. I have used tools to strategize and create a life that has allowed me to know ‘I am not done yet!’; Life’s STILL a daring adventure. I hope you’ll join me on my continuing journey, and that I can be an important part of yours.

    University of Wisconsin-Madison. Doctoral ABD. Adult Education

    Dominican University (formerly Rosary College). MA Library Science

    Certified True Colors Facilitator

    —Life’s A Daring Adventure, I’m not done yet! I know you’re not!

    Let’s plan your reinvention together.
    • Woman Owned Business
    • Coaching & Personal Development
    • Professional Speaking
    • Career Counseling


  • April 02, 2024 10:02 AM | John Russell (Administrator)

    Judy Whalen - Madison Area Business Consultants Member Profile

    Business owners and nonprofit leaders hire Judy to exponentially grow their business or nonprofit.

    As a strategy expert, Judy works with both business and nonprofit leaders in the areas of strategy, market research and communications. As a strategic change consultant, I also work with individuals and families.

    When I am working with business and nonprofit leaders, I am:

    1. Guiding CEOs, boards of directors, senior managers through strategic thinking exercises to help them think their way through complex issues and develop clarity and focus;

    2. Facilitating strategic planning projects to assist leaders in identifying key strategic directions and developing action plans to reach their goals;

    3. Providing "MasterMinding" for CEOs;

    4. Conducting Board of Directors Development Training;

    5. Offering market research services to help leadership teams understand the environment in which they operate

    6. Offering communication services to help leadership teams implement their strategies.

    I also work with individuals, employees and families implement strategic change in their lives through:
    1. "Strengthen the Harmony" webinars and workshops
    2. Coaching activities

    The "Strengthen the Harmony between Your Life, Family and Work" webinars and workshops are designed to help individuals understand their strengths, get clarity about their core values, assess the key areas of their life, identify root causes of conflict and stress, and develop a game plan to address the areas causing the stress. "Strengthen the Harmony" is ideal for anyone of any age - individuals, employees, moms, dads, grandparents, working parents, etc.

    Specialties: * Strategy
    * Strategic Change
    * Strategic thinking
    * Strategic planning
    * Facilitation
    * CEO consulting
    * Strategic alliances
    * Board of Directors development
    * Non-profit management
    * Association management
    * Focus group facilitation
    * Goal setting
    * Action plan development and implementation
    * Outcome measurement
    * Coaching


    The Center for Strategic Change specializes in:

    Guiding strategic change efforts by facilitating strategic thinking sessions and working with the Board/CEO/Senior Leadership Team/Business Owner/Individuals to help them achieve clarity about the change they desire and create and implement the plan to achieve it.


    COMPANY OVERVIEW:

    Founded in 1992 by Judy Whalen, the Center for Strategic Change:

    ~ Services organizations and individuals who desire to create strategic change in their business, organization or life

    ~ Challenges leaders to think and act strategically

    ~ Encourages organizations to become more innovative, effective and competitive

    ~ Helps clients gather the information they need to understand their marketplace

    ~ Guides clients through a strategic thinking process that urges them to think outside their comfort zone

    ~ Pushes clients to set their priorities and implement a realistic plan that can be monitored and measured

    ~ Assists clients with follow-through action and outcome measurement.

    TYPES of CLIENTS SERVED:

    ~ Private sector companies

    ~ Nonprofit organizations

    ~ Public sector entities such as municipalities and government agencies

    ~ Entrepreneurs and small business owners

    INDUSTRIES SERVED:

    ~ Healthcare

    ~ Engineering

    ~ Economic development

    ~ Manufacturing

    ~ Education - K-12, higher education, virtual schools

    ~ Association management - state and national associations and foundations

    ~ Workforce development

    ~ Law enforcement

    ~ Information technology

    Services

    The Center for Strategic Change specializes in guiding strategic change efforts by:

    ~ Facilitating strategic thinking sessions to clarify the change that is desired

    ~ Strategic planning

    ~ Market research - focus groups, surveys, interviews, market analysis, etc.

    ~ Board of Directors’ development - governance, training sessions

    ~ CEO Masterminding/Executive Coaching - one-on-one brainstorming/coaching with CEO

    ~ Senior leadership team coaching (Individual or team)

    REPRESENTATIVE PROJECTS:

    Nonprofit Mergers: Five successful mergers. Designed the process, facilitated a series of strategic thinking sessions for the boards, executives directors and merger team to explore the feasibility of a merger, coordinated the financial and legal due diligence, designed a series of information sessions to keep staff updated, coordinated the governance transition and facilitated a series of staff integration sessions after the mergers were approved.

    Healthcare Growth Strategy: Guided a community health center from its inception through growth cycles resulting in an increase from one site to three and from startup to $7.5 million healthcare enterprise.

    Economic Development: facilitated municipality through a process resulting in the development of an economic development plan. Included focus groups, online survey, Economic Development Summit, task forces and reports to the Economic Development Committee.

    Grant Process Redesign: Facilitated statewide nonprofit organization through a process resulting in the redesign of their grant awarding process. Included focus groups, key stakeholder interviews, online surveys, and facilitated sessions.

    Web Portal Strategy: Facilitated a global healthcare product/service company through a strategic thinking process resulting in the development of a corporate web portal strategy for its six worldwide business units.

    Strategic Plan: Facilitated a process to help an international trade association understand the changing environment affecting its members and the association’s membership retention Included focus groups with chapters, survey of members, special interest group interviews, intercept interviews as trade show, key stakeholder interviews, development of the strategic plan and presentations to the Executive Committee and Board of Directors.

    WORKSHOPS OFFERED:

    ~ Building the High-Performance Team

    ~ Integrating Leadership Styles

    ~ Nurturing Your Relationship with ‘The Board‘

    ~ Strategic Planning - Making It Work for Your Organization

    ~ Strengthen the Harmony Between Your Life, Family, and Work

    ~ Volunteerism: The Backbone of American Society

    ~ Collaboration: Building Effective Collaborative Relationships

    Background Info

    EXPERIENCE

    Judy Whalen, a 30-year veteran of association management and board service, has served as executive director of state and national associations and foundations. Her experience includes organizational development and management, marketing, communications, public relations, and government relations. She has served nonprofits as an executive director, staff member, board member, volunteer, trainer, and consultant. Judy is a past-president of MABC, Inc.

    AFFILIATIONS

    Madison Area Business Consultants

    BoardSource

    SuccessNet.org

    Coachville.com

    EDUCATION

    UW-Whitewater, Bachelor of Science degree

    Institute for Organization Management - certification for completion of the six-year program, sponsored by US Chamber of Commerce at Notre Dame University

    Graduate credits - University of Wisconsin - Madison


    CONSULTING SPECIALTIES

    Organizational Development & Planning

    Strategic Planning

    Business Strategy

    Nonprofits



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