Ms Bennett is an approved Senior Consultant at Appleton Greene and she has experience in finance, information technology and management. She has achieved a Bachelor of Accounting and is a Certified Public Accountant. She has industry experience within the following sectors: Banking & Financial Services; Biotechnology; Consultancy; Construction and Technology. She has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Denver CO; Tampa FL; Phoenix AZ; San Diego CA and Salt Lake City UT. Her personal achievements include: founded a technology company; sold company 1000 investor return; developed citywide small business program; due diligence multi-million buyout and technology systems development saving millions. Her service skills incorporate: transitional growth; systems development; entrepreneurial development; execute strategy and financial forensics.
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All business is in a transitional growth stage at some level now and in the future. Transitional Optimization relates to companies that compete in aggressive markets, markets in decline or ones experiencing stagnant growth. Companies in these industries or markets must find ways to find additional revenue streams while also reducing costs to improve margins and increase profitable growth. Parallel focus into new product lines, add-ons to existing products/services, additional complementary marketing channels, joint ventures with companies with complementary products, mergers and acquisitions are all areas to be explored. A deep dive into existing product lines provides initial low hanging fruit to provide add-on product/services to existing customers or marketing to a new line of customers with only a slight modification to the current offerings. Analyze and understand the company strengths and identify the dysfunctional areas for retrofit and developing sustainable solutions to provide cost cutting and profitability. This initial analysis provides the company with an initial smoothing and enhancement of processes/procedures/development to minimize the risk inherent in executing a strategic plan. Phases would include focus narrowing in on essential opportunities and relevant risks that will affect the organization’s strategic plan, plan that will move the plan toward its vision, align with budgets to begin execution/ phased implementation to be rolled out that optimizes accountability and clarity. Lastly, continue monitoring as the plan(s) are executed establishing monitoring phases with objectives.
Initially, I would find the bright spots in the existing operation coinciding with the strategic plan/project. Using the clients existing environment carefully listening and understanding the company’s desired mission and vision. Working with the company’s identified team building on what is working and identify areas for improvement in line with the strategic plan that could create risk. Specifically script the critical moves giving clear direction, engaging the departments, employees and stakeholders. Point to the destination and clearly identify benefits to employees. Shrink the change degree perception would enable and grow the people to embrace the changes and build habits for the new processes and procedures with an open forum to keep developing new and better processes and procedures. Combine people, processes and technology leaving time to execute phases either simultaneously or linear with time built in to pivot and improve the processes along the way. Collaboratively developing a clearly defined mission with accountability and responsibility will drive execution.
In partnership with the Board of Directors and executives, I develop a collaborating and learning environment for not only defined plan execution but sustainability for company growth and profitability. Real time accountability will be developed to ensuring that the activities resonate with all stakeholders. Updated data is used to determine areas of greatest potential growth and risk. During the project, I continually use key stakeholders feedback to reorient and refine strategic priorities. To ensure a successful execution a continued accountability will be agreed upon and followed by the team and reported as agreed.
Companies can elect whether they just require Appleton Greene for advice and support with the Bronze Client Service, for research and performance analysis with the Silver Client Service, for facilitating departmental workshops with the Gold Client Service, or for complete process planning, development, implementation, management and review, with the Platinum Client Service. Ultimately, there is a service to suit every situation and every budget and clients can elect to either upgrade or downgrade from one service to another as and when required, providing complete flexibility in order to ensure that the right level of support is available over a sustainable period of time, enabling the organization to compensate for any prescriptive or emergent changes relating to: Customer Service; E-business; Finance; Globalization; Human Resources; Information Technology; Legal; Management; Marketing; or Production.
I guide companies through the process of transitional optimization supporting the strategic plans and tactical actions through the challenges and opportunities in their business. My role is as a trusted advisor and teacher providing objective and results-orientated analysis, planning, solutions and execution planning. I work to innovate, transform and lead with the company’s stakeholders and team to help the company take decisive action with sustainable results. My focus is to assist in directing the activities so management can focus on the day’s business activities and to help contribute to the company’s success through utilizing the company’s capabilities and expertise. Methods I follow in the service mission are to question assumptions for true innovation, develop good design considering the task at hand, strive for progress with perfection, always be watchful and consider the details, continually design for new business growth and optimal profits.
My approach and activities encompass the following core values which form an integral part of my identity and my service methodology. and objectives. Honesty and objectivity in research and analysis for transparent objectives. Value creation leading to real company benefits. Consideration and respect in all company, colleagues and competitor relationships. I work in an ethical and transparent manner. I use knowledge gained through numerous consulting engagements in transformation optimization for growth/revenue, increasing value in exit planning, continuing education, developing my own companies and teaching and mentoring business stakeholders in the United States and abroad.
The following list represents the Key Service Objectives (KSO) for the Appleton Greene Transitional Optimization service.
The company’s focus on transitional optimization service objectives provides measurable change in the state of a company’s lifecycle. Overall the service will provide increased value to itself and its customers leading to increased profitability. Whether the organization competes in an aggressive market, a market in decline or a stagnate market it must find ways to increase quality of product/service while also reducing costs. Companies are constantly changing which has a significant impact on how the business, service providers, and their personnel work together. The economy, the industry and the strategic plan of the company will guide the service objectives. The change process may be of one or more new business development activities for existing products/services, mergers and acquisitions, product re-engineering, research & development leading to new entrepreneurial start-ups are just a few opportunities and outcomes in transitional optimization service. The service looks to the future in respect to the potentially highly-effective performance of their people, process and technology. It includes understanding, analyzing, and seeing things in a different perspective and building a way forward to align and maximize company value. In any one of the strategic plan executed directions the goal will be to use cross functional collaboration to deliver potent financial planning and analysis insights that boast profitability and performance. The optimization service will develop on-time execution in line with embedded financial key performance indicators to continually monitor the plan/project. Each phase builds on the next solidifying strategy, identifying the key deliverables, monitoring the efforts and leaving time to pivot and improve procedures along the way. The service would narrow in on essential opportunities and relevant risks that will affect the organization’s strategic plan. All predictive analytics to develop, leverage and enhance decision making will maximize effectiveness could be used. This could be in the form of rolling forecasting and innovative talent management and techniques. Cost cutting VS growth is a balancing act. Good ideas plus effective action equal positive growth.
After the focus and definition phase, regardless of the actionable opportunities identified an executable plan is developed that can have multiple identifiable directions and outcomes to align with the discovery during the focus stage. Planning would ensure that goals resonate with all stakeholders. The plan focus will be interdepartmental and emphasize collaboration. Details developed would be to create strategic goals and objectives including measuring, action plans, project leads, stakeholder reporting and funding requirements. The plan would clone what’s working, script the critical moves and identify a clear destination. Once the intended trajectory is clear a strategic change agenda would be developed identifying existing well-functioning and silo systems that lack effective interaction with existing systems, systems, systems needing enhancement/upgraded and new systems with deliverable timelines. Of note, often what is perceived as a people problem is really a situational/system problem. During the planning process the goal will be to develop innovating thinking and engagement for the plan. The plan will also address workplace productivity with new processes, combining ideas that work together to make new, innovative productive process/systems, showcase unique qualities and be creative in better ways to showcase productive/service, connect with customers, market the business. In the plan, using simple analytics, connecting the dots to multiple data streams to identify patterns that can drive a company’s growth and highlight areas of revenue and revenue leakage and cumbersome costly delivery systems are examples. With Collaboration across the company’s lifecycle the plan can develop a synergistic and integrated platform for the infrastructure, tools, methods and best practices.
Good plans will engage all business units and keep senior managers informed to ensure they understand their roles and responsibilities and their department’s deliverables. The transaction optimization plan(s) will cascade to managers throughout the organization. This will prevent improper or unclear delegation of duties and responsibilities. An internal communications program will be developed to pave the way for greater alignment and more effective reporting. The reporting will include a pre-launch and ongoing communications throughout the year to keep teams aligned. Communication activities can include town hall progress meetings, newsletters, banners, email blasts etc. Open forums for suggestions will be implemented with review, feasibility and project timing activities. Throughout the engagement there will be a clear path toward on time direction of the plan, motivation and shaping the environment for the new plan. In today’s uncontrollable external uncertainties can have an impact on businesses There are also internal factors to consider whether it be new product/service development, merger/acquisition or realignment of existing product/service. These factors can lead to a wide range of business outcomes which must are accounted for in the planning but also must be accounted for in the alignment in executing the plan. As the plan’s execution becomes a reality with the proper alignment the business is in a prime position to both minimize the negative impacts and efficiently capitalize on the new opportunities. As the plan progresses it is important to create business sustainability and agility in the face of complexity. The business model of the plan will have operational dexterity and the ability to change the business model and alignment as necessitated by market forces, competition and stakeholders. Lastly, the plan objectives are the domain of senior executives but they must be used in a way to align the entire organizations team.
The cost for development of the key component(s) of the transitional optimization within the strategic plan will be identified. The costs of execution – capital, labor and non-labor will be identified and placed in the budget cycle identifying their placement to align with the strategic plan time line. In addition, the growth and performance improvement objectives will have identified increased revenue and cost –saving opportunities which will be quantified and incorporated into the financial plan. In assembling the resources deep dives will be made to analyze and reduce the time collecting data so more time analyzing and understanding what that data is telling them. Cutting down on the time it takes to develop and re-develop reports, budgets, and forecasts by automating data collection as much as possible. KPIs, dashboards and scorecards can, and should, be automated so you can update plans with real-time information to allow focus on transactions and metrics evaluating the strategic plan that will drive the business forward. A review of the resources allocated and needed is ongoing and dynamic. Resources that allow for employee resources to access, update and analyze their data with minimal training will take the strain off of the Finance and IT teams, while achieve a level of fast-paced execution, reporting and on-going forecasting required in today’s business environment. In identifying resources for the team, training may be instituted and is available during transitional optimization to enhance skills that may be necessary. Depending on the plan there may be rapid prototype concepts, maximize success in early stage enterprise, transfer ideas to market, understand how ideas are created and launched, debug, alignment and integration during mergers/acquisitions to name a few.
- Execute Monitor
As the plan is executed a formal real-time monitor phase starts. Objectives are monitored and course corrections are made. The focus will be on timely implementation with reporting to ensure the proper tools and resources are in place for accountability and success. We will focus on monitoring the short-term goals with immediate results while keeping aligned with the long-term project goals. There will be continuing emphasis on management reporting, developing key performance indicators and reporting dashboards. Frequent forecasting and plan re-assessment with internal and external factors for impact will be ongoing to identify new realities. This will eliminate driving toward a plan goal that is based on a previous reality. In today’s highest-performing businesses a rolling forecast is used to create dynamic plans that give the needed information to take advantage of new opportunities. Current information can give the company the agility to take advantage of opportunities ahead of the competition increasing their profitability. Profitability will continue to be a business issue, but the path to profitability may change in the ebb and flow of transitional optimization and come from some combination of increased revenue and decreased cost. Thus it is expected to simultaneously formulate and execute both revenue and cost strategies. Companies are entering a new age of economic uncertainties and limited resources dispersed within the company. Optimized companies must ensure that the resources are leveraged to their best potential to create the unique capabilities, effectiveness and utilization. Defined in the plan, aligned and resource developed, key triggers will be monitored as optimization is achieved. Key triggers such as globalization, pace of change, profitability through cost and growth, focus on capabilities, complex regulatory environment, mergers and acquisitions, rapid technological evolution and higher customer expectations will be monitored.
Talent Acquisition Professional
“Ms. Bennett is a true professional, leader and mentor. As owner and president of AIS, she was able to assemble a winning team to support company growth and a significant presence in a very competitive partnership accounting and tax environment. Her genuine customer service approach with clients along with a keen understanding of their business environment was a key to building and sustaining lasting relationships. Ms. Bennett continued to support the AIS employees in their integration and growth during the merger with PWC. I recommend Ms. Bennett without hesitation.”
“Ms. Bennett is a passionate, energetic and thoughtful professional that I have known for 20 years. she has the ability to navigate very difficult and competitive situations with enthusiasm and tenacity to achieve a successful outcome.”
YK Consulting Inc.
“Ms. Bennett combines her professional expertise with direct and effective application to real life situations. She works to combine the individual worth of every individual into a cohesive team effort for the growth of the organization. I first met Ms. Bennett when she was presenting a software solution to Chase Private Banking. She has continually demonstrated her unique contribution of expertise, innovation and solutions and if she accepts a challenge, you can be assured of a valuable contribution in any endeavor.”
Super Radiator Coils
“Ms. Bennett is an extremely hard and capable worker in the fields of finance and accounting. She would excel as a Chief Operations/ Chief Financial officers or any other strategic financial management position.”
‘Ms. Bennett ‘s talents stretch far beyond the financial and tax. She excels in quantifying the difficult into manageable components for achievable results. Her knowledge of embedding technology for maximizing resources and providing real time information throughout multiple departments is a particular valuable company resource. I would task any with resolving any operations and financial problem.”
More detailed achievements, references and testimonials are confidentially available to clients upon request.
This service is primarily available to the following industry sectors:
Unlike other industries, the construction industry has been slow to adopt new management technologies and has never really undergone a major transformation. As a result, productivity has stagnated. While most other industries have undergone tremendous changes over the last few decades, and have reaped the benefits of process and product innovations the Engineering & Construction sector has been hesitant about fully embracing the latest technological opportunities, and its labor productivity has stagnated accordingly. This unimpressive track record can be attributed to internal and external challenges such as: the persistent fragmentation of the industry, inadequate collaboration with suppliers and contractors, the difficulties in recruiting a talented workforce, and insufficient knowledge transfer from project to project. Companies themselves should spearhead the industry transformation. New technologies in the digital space, for example, will improve productivity and reduce project delays, and can also enhance the quality of buildings and improve safety, working conditions and environmental compatibility.
The industry has vast resources for improving productivity and efficiency thanks to digitalization, innovative technologies and new construction techniques. The rapid emergence of augmented reality, drones, 3D scanning and printing, Building Information Modelling (BIM), autonomous equipment and advanced building materials have all reached market maturity. By adopting and exploiting these innovations, companies will boost productivity, streamline their project management and procedures and enhance quality and safety. To capture all this potential will require a committed and concerted effort by the industry across many aspects from education, technology, operations and strategy to personnel and regulation. Just one of the global megatrends is the population of the world’s urban areas growing dramatically all of whom need affordable housing as well as social, transportation and utility infrastructure. In the face of such challenge. s, the industry will be forced to transform. The construction industry is the single largest global consumer of resources and raw materials. It is estimated it consumes about 50% of global steel production and each year and 3 billion tons of raw materials are used to manufacturer building products worldwide Its transformation will have transformative effects on a wider society, by helping reduce construction costs, on the environment, by improving the use of scarce materials or by making buildings more eco-efficient over time, and on the economy by narrowing the global infrastructure gap and boosting economic development in general.
Banking & Financial Services
Banking and Financial services in a changing world are experiencing disruptive innovations which are reshaping the way financial services are structured, provisioned and consumed. Clusters of innovation within the functions of financial services that have been disruptive to traditional business models are in payments – cashless world, emerging payment rails, investment management – empowered investors, process externalization and capital raising – crowd funding. One of the biggest paradigm shift that has occurred is the move to digital-only banks. Disruption will not be a onetime event, rather a continuous pressure to innovate will shape customer behaviors, business models and the long-term structure of the financial services model. The most immediate effects of disruption will be felt in the banking sector; however, the greatest impact of disruption may be felt in the insurance sector.
Six important innovation clusters are emerging that cut across financial functions. They include streamlined infrastructure, automation of high-value activities, reduced intermediation, the strategic role of data, niche and specialized products and customer empowerment. Many emerging innovations leverage advanced algorithms and computing power to automate activities that were once highly manual, allowing them to offer cheaper, faster, and more scalable alternative products and services. Emerging innovations are streamlining eliminating traditional institutions’ role as intermediaries, and offering lower prices and higher returns to customers. Innovations allow financial institutions to access new data sets, such as social data, that enable new ways of understanding customers and markets. Finally, new entrants with deep specializations are creating highly targeted products and services, increasing competition in these areas and creating pressure for the traditional end-to-end financial services model to unbundle. The emerging innovations are also empowering the customers giving them access to previously restricted assets and services, more visibility into products, and control over choices, as well as tools to become knowledged consumers. Traditional banks have had to innovate to stay ahead. Innovative and adaptive banks embracing technology will have a bright future.
Biotechnology (biotech) describes any technological process that harnesses cellular and bio-molecular processes to develop technologies and products that help improve our lives and the health of our planet. Humans have been using the biological processes of microorganisms for thousands of years to make useful food products, such as bread and cheese and to preserve dairy products. Biotech is still utilized in the agricultural sector to improve crop resistance to insects increasing yield and reducing the need for chemical pesticides. This has improved the nutritional qualities of food by producing crops that are free from toxins and allergens and increasing vitamins content of crops to treat deficiencies. Pioneering advances in biotechnology research and innovating advances have added new key players. In Healthcare, biotech combines nature’s own toolbox with our improved understanding of the human genome to produce medicines and vaccines that help both the prevention and cure of diseases, many of them previously untreatable, as well as helping reduce the side effects of medications by tailoring treatments to individuals. Energy and industrial biotech uses biological processes such as fermentation and harnesses biocatalysts such as enzymes and yeast to become microscopic manufacturing plants. These processes can be used to produce biofuels from biomass that can help reduce our reliance on fossil fuels and lower greenhouse gas emissions, lower the temperature that we clean clothes at in our washing machines and improve efficiency in the manufacturing and water distributions industries which all contributes to lower energy consumption.
The 4 main areas of the world where biotech companies are concentrated at present are the US, Europe, Canada and Australia. Due to the highly R&D intensive nature of the biotech industry. In the last several years both public and private previously smaller development stage companies have become revenue generating and are predominately located in the United States. The FDA approvals have increased the level of approvals, the nature of the drugs are not me-too offerings but served genuine unmet needs and the US tax code continues to give R & D credits to benefit the biotech industry. This represents an extremely exciting time for the biotech industry, as it demonstrates an ability to deliver results which should lead to improved aggregate profitability for the sector.
Technology will continue to advance throughout all aspects of our lives. Technology companies are continually on the leading edge, considering unconventional and innovative ways to meet the demands of the savvy consumer. Technology companies may have to partner to advance in a field solutions and to provide end to end services to harness the best of their assets and capabilities. There are roughly seven major tech trends noted for the near future. New entrepreneur startups and established tech companies are eyeing these areas for growth. IoT Internet-of-Things is a forthcoming revolution of interconnectedness of smart home technology. Because of the increase competition and the number of individual appliances and apps on the market a solution needs to emerge to tie everything together into a single, seamless user experience. Now the industry is seeing the bigger companies well versed in uniform user experiences (like Google, Amazon, and Apple) are getting involved, it is expected to see some major advancements soon. Augmented reality and virtual reality have already seen some major advances in releases of thousands of apps and games. Pokemon Go and Explode are only a few. There will be ample marketing potential as this area continues to grow. Machine learning has also taken massive strides forward with one bright example being Google’s core search engine algorithm. Machine learning advances will continue in almost any consumer application from offering better recommended products based on prior purchase history to gradually improving the user experience of an analytics app. It is expected that machine learning becomes a kind of “new normal”, with people expecting this type of artificial intelligence as a component of every form of technology. Automation will become a bigger mainstay enabling the automation of previously human-exclusive tasks. There have been robotic journalists in circulation for a couple of years and will probably expand into more practical types of articles. It is expected to see productivity in many white-collar type jobs- and we’ll start seeing some jobs disappear altogether and other jobs. Humanized big data visual, empathetic, qualitative has been a big topic for the past several years and is now just starting to make headlines. The idea is that mass quantities of gathered data can help us in everything from planning better medical treatments to executing better marketing campaigns. Physical-Digital Integrations in mobile devices have been slowly adding technology into our daily lives. It is rare to see anyone without a smartphone at any given time, giving us access to practically infinite information in the real-world. Lastly everything on-demand is available to get rides, food deliveries and even places to stay. While it still pays to budget for what’s coming next to prepare marketing strategies it pays to be nimble as surprises come from many directions.
Manufacturing is an extremely diverse sector, encompassing five broad segments whose sources of success differ widely. They include global technology innovators such as computers, semiconductors, labor intensive tradeable such as apparel, textiles, furniture, toys and the like, global goods for local markets including appliances, automobiles, and chemicals, regional processing including food beverages, plastics, printing and energy or resource intensive. The United States has a dominant share in all but the labor intensive tradable. Global. The global manufacturing sector has undergone a tumultuous decade with competition from large developing economies and a severe recession that choked off demand. Still, manufacturing remains critically important to both the developing and the advanced world. In the developing countries, it continues to provide a pathway from subsistence agriculture to rising incomes and living standards. In the advanced world, it remains a vital source of innovation and competitiveness, making outsized contributions to research and development, exports and productivity growth. But the manufacturing sector has changed and is bring both opportunities and challenges. Advanced manufacturing in the form of additive manufacturing, advanced materials, smart automated machines and other technologies are being introduced in the new age of physical production. Increasing connectivity and sophisticated data-gathering and analytics capabilities enabled by the Internet of Things (IoT) have led to a shift toward an information-based economy. With the IOT data with the physical objects and connectivity makes it possible to build smarter supply chains, manufacturing processes. As change continues to shape the competitive landscape, manufacturers must decide how and where to invest in new technologies and identify which ones will drive the most benefit for their organizations. Information will play a crucial role in the physical aspects of manufacturing in the future. There are many new names for manufacturing in the future such as Industrial Internet, Connected Enterprise, SMART Manufacturing, Smart Factory etc. all the new names indicate the key challenges for the manufacturing industry. The manufacturing advancements will cause the industry to navigate through the flow of information in intelligent production and connected supply chains, distribution and aftermarket process. The value of the industry and company will be enhanced through a clarification and direction played by technology and the physical manipulation of objects.
This service is primarily available within the following locations:
Colorado is the second fastest growing State according to US Census Bureau. Denver is the state capital and largest city in Colorado. Situated 5672 feet above sea level in the shadows of the Rocky Mountains. Today, Denver has a fast-growing population of around 560,000 with surrounding areas increasing the population to over 2 million and is an important commercial, industrial and transportation hub. The economy is buoyed by the telecommunications and biomedical technology industries, as well as mining, construction, real estate and tourism. Denver is home to a US Mint and numerous federal agencies, including the Environment Protection Agency and the National Oceanic and Atmospheric Administration. Denver International Airport, opened in 1995 and is the largest airport in North America, spread over 53 square miles. Denver is currently undergoing 5 major construction developments including the Denver International Airport, Denver Center of Performing Arts, Convention Center, Art Museum and the Western Stock Show Complex besides numerous private commercial developments. The Colorado economy is set for continued growth for the next several years but it is facing some headwinds in soft commodity prices, high housing costs and a tight labor market which will continue to weigh on economic growth. In addition, there are regions in Colorado that have not enjoyed the same economic growth as the City of Denver and the surrounding areas due to the softening of commodity prices. Still the future looks bright with continued growth across every sector except natural resources and mining. The Depressed oil, natural gas and coal prices that contributed to big layoffs in the mining sector for the past several years knocked Colorado off its 3 percent plus pace of job growth. But many of those workers could find other jobs and the great contraction in mining employment finally reversed. The forecast for jobs in construction is a 5.7 percent increase that will be the strongest of any sector. The construction hiring forecast was lifted after voters across the state last November passed a larger than expected number of bond issues to fund multiple projects. However, benefits from this increased spending along with lower tax rates and regulatory reforms could be offset by pending trade agreements for manufacturers and food producers. Leisure and hospitality employment is expected to grow by 3.7 percent and education and health services employment is expected to increase. The new multibillion VA regional center is expected to open in several months and Amazon also will be opening a very large distribution center.
Tampa’s near term future is on the upswing. There is a half dozen things on the upswing that are sure to elevate Tampa Bay’s economy and their quality of life. What’s most striking about Tamp Bay’s momentum lately is the breadth both of economic and quality of life strides under way. Tampa captures six of the top ten picks of fastest growing places by Forbes. The ranking focuses on the recent and projected job, wage population and home price growth. All good, fundamental measures of progress. There are other signs also of a genuinely regional startup culture. They include soon to open museums and an influx of brand new organic supermarkets. Other areas showing a resurgence is the downtown area the home of the USF Health Morsani College of Medicine and Heart Institute. The USF facilities will accommodate an estimated 2,275 faculty, staff and students when it opens in 2019 The $152 million building that will anchor the 53-acre, $3 billion redevelopment project. A vibrant downtown will be a huge economic machine and cultural and entertainment meccas. The cardiovascular center will bring researchers and energize the draw to bring more biotechnology, biomedical and pharmaceutical firms to the Tampa Bay Region. Downtown St. Petersburg’s and the City of Clearwater also in the Tampa Bay area are seeing their own resurgence. Downtown St. Petersburg is opening two notable museums – one celebrating the arts and crafts movement and the other western US art. They will only enhance the tourism industry in the area. Transportation is also being reviewed. The experimental Cross Bay Ferry taking people from St Petersburg to Tamp is being closely watched for passenger interest. This represents a wonderful alternative to the commuter congestion headaches. This service is sparking renewed interest in adding other commuter ferry routes including the Tampa International Airport which is also undergoing a billion-dollar expansion. This could be the creation of a water-rich metro area rethinking options to more vehicles. Tampa Bay has begun its own Startup Week which was a big success for the metro areas still young business entrepreneurial community. The importance of this is also demonstrated by United’s initiating a direct flight from San Francisco to Tampa. San Francisco being the tech capital of the world in Silicon Valley.
Salt Lake City UT
Utah is the Nation’s fastest growing State. The fastest growing industries are Media, Consumer Apparel, Solar, Construction, Internet of Things, software Development and Education. The Utah airport expansion alone is over a billion dollars. Utah’s strong educational community and vast outdoors provide valuable employee resources for the high-tech and related industries. Utah typically grows more rapidly than the nation after a recession, and this pattern is continuing in the current recovery. While Utah’s employment increased and unemployment rate decreased the housing market has only stabilized. Home-building is not leading the economy as it does during a typical recover but housing starts are beginning to increase. Construction employment will grow with the continuing housing recovery, the billion-dollar airport expansion and the office, retail and industrial in the private sector. Over the past several years Utah has outperformed a sluggish national economy so it is expected that absent any significant deterioration in the macro-economic environment, this trend is expected to continue. Improvement in the stat’s labor market will continue which will have a direct impact on the infrastructure growth. Hill Air Force Base was chosen to house the new F-35 Joint Strike Fighter which bodes well for the future of defense related activity in Utah. The nation’s first operational fleet of the new jet will be located at Hill Air Force Base where F-35 maintenance and support are already present. One concern for Utah’s economy is the reduced production at Rio Tinto Kennocott’s Bingham Canyon Mine due to its large contribution to economic activity. But as with other states with mining and natural resource demand softening in the western states the construction industry has picked up the slack. Utah’s favorable demographic profile, continued labor market improvements and particularly dynamic sectors such as tech, energy and medical research will fuel growth. In a rapidly evolving and competitive global economy, the state’s ability to manage environmental issues, enhance its human capital through education and maintain adequate infrastructure will be key areas affecting growth over the long term.
San Diego CA
The city of San Diego is growing the fastest in the county. While the growth has not been as strong as the other areas of the country it is keeping pace with California’s recession recovery. areas of growth are Construction, Biotech, Biomedical Devices, Wireless & Software Technology, Defense, Maritime, Tourism, Action Sports, Electrical Manufacturing, Microbreweries and clean tech. San Diego is corporate headquarters to Illumina one of the world’s largest publicly traded biotech companies. They have just completed 295,000 square foot addition in a collaborative agreement with the city to get things done and keep high paying jobs in San Diego. Illumina’s opening of their new expansion is now among San Diego’s top five largest manufacturing centers. The state of the art new facility will house R&D, oncology, reproductive and genetic health and manufacturing jobs. Another 316,000-square foot addition is due to open in July. San Diego is home to several other forward thinking biotech companies. Metro Connect is a leader in easing some of the common ailments afflicting seniors such as medical devices that provide non-invasive, temporary arthritis and muscle pain relief. The regional socioeconomic disparities highlighted the need for inclusive economic development for the entire region after the recession. While San Diego poverty rate is slightly below the national average a survey taken showed eight cities in the region have poverty rates above the national average. The region’s educational attainment is above the national and state but 10 regional cities fall below the national rate. Lastly the region’s median household income is over 20 percent higher than the national median household income six out of the 18 cities fall below the national median. The prosperity of San Diego is dependent on the success and growth of all the region’s cities. Venture capital funding is strong and targeting biotech firms. There is concern that San Diego created about six low-paying jobs for each high-paying one from 1990 to 2011. The region has identified the problems and with the City’s Office of Economic Development actively developing program solving solutions.
Phoenix growth has been down recently but it is expected to rank among the top US markets for employment gains in 2017. Industries in Phoenix that are expected to show significant growth are Aerospace & Defense, Technology, Renewable Energy, Bio Science & Healthcare, Optics/Photonics, Advanced Manufacturing, Advanced Business services. Arizona has received media coverage as late for its attractiveness to California business seeking a better business climate. It has ranked #1 in the nation for Aerospace Manufacturing Attractiveness. In June, the Phoenix-Mesa-Scottsdale area was recognized as one in its list of cities winning the battle for technology information jobs outside of San Francisco and Silicon Valley. The governor of Arizona personal chaired the Arizona Commerce Authority which supports the growth of Arizona’s economy for helping businesses of all sizes create high-value jobs for its citizens and invests capital into it’s economy. During Fiscal Year 2016, which ended on June 30, the Arizona Commerce Authority closed 105 projects representing 17,629 projected jobs with average wages of $50,000 and $980 million in capital investment. The application of streamlining economic development efforts, being more efficient with taxpayer resources, enhancing the state’s marketing efforts and creating a one-stop shop for businesses small and large is now bearing economic fruit. There is also an increased emphasis on ensuring Arizona provides the best environment for job creators. Arizona leads the nation in supporting innovative, 21st-century business models. Unnecessary regulation on ridesharing has been lifted, and outdated laws preventing home sharing have been removed. Entrepreneurs now have more access to capital through crowdfunding. Arizona has recently been recognized as a new place for autos noting that it is becoming a key center for the burgeoning self-driving car industry. Google, Uber, and GM have all established testing programs for self-driving cars in Arizona.
This service’s current clients or employers include:
Working together to deliver value to your business. PwC’s is a leading strategy consulting team in its own right. We offer clients something they can’t get elsewhere: a combination of strategy consulting expertise, and a proven track record of delivery, with unrivaled global scale and experience. Clients get practical strategy advice from people who understand the opportunities and risks involved in implementation – and strategic execution skills from people who understand the context.
PricewaterhouseCoopers – Click Here
Provide industry-leading audit, consulting, tax and advisory services to many of the world’s most admired brands, including 80 percent of the fortune 500 and more than 6,000 private and middle market companies. Our people work across more than 20 industry sectors with one purpose: to deliver measurable, lasting results. We help reinforce public trust in our capital markets, inspire clients to make their most challenging business decisions with confidence, and help lead the way toward a stronger economy and healthy society.
Deloitte – Click Here
KPMG US LLP
With a worldwide presence, KPMG continues to build on our member firms’ successes thanks to our clear vision, maintained values, and our people. Services include audit & assurance, tax, and advisory. Industries to name a few include automobiles, banking, chemicals, energy, financial, consumer goods, government, healthcare, industrial, manufacturing, infrastructure, insurance,media, and private equity.
KPMG US LLP – Click Here
Construction Management including 3P partnerships, commercial and industrial projects and government instillation. On sight eyes and ears for the stakeholders solving detail complex problems day to day. Services include design assist, cost control, unbiased assessments, commissioning, quality control, and closeout.
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Applied Information Solutions
Applied Information Systems is an IT company dedicated to keeping your computers and networks running smoothly, and your staff productive. Computer Networking 1-10 employees. Applied Information Systems.
- Real time
- Integrated information
- Reduced time
- Increased accuracy
- Reduced overtime
- Increased margins
- Reduced cost
- Staff optimization
- Knowledgeable decisions
- Cash management
- Hasten decisions
- Timely information
- Structured processes
- Information accountability
- Integrated functions
- Elevates advantage
- Entrench controls
- Risk management
- Optimized analysis
- Verifiable information
- Competitive edge
- Increased margins
- Elevates advantage
- Reduce ask
- System controls
- Resource optimization
- Functional verification
- Capital needs
- Profits distribution
- Integrated planning
Monthly cost: USD $1,500.00
Time limit: 5 hours per month
Contract period: 12 months
Bronze service includes:
01. Email support
02. Telephone support
03. Questions & answers
04. Professional advice
05. Communication management
The Bronze Client Service (BCS) for Transitional Optimization provides clients with an entry level option and enables client contacts to become personally acquainted with Ms. Bennett over a sustainable period of time. We suggest that clients allocate up to a maximum of 5 Key Employees for this service. Your Key Employees can then contact the consultant via email, whenever they feel that they need specific advice or support in relation to the consultant’s specialist subject. The consultant will also be proactive about opening and maintaining communications with your Key Employees. Your Key Employees can list and number any questions that they would like to ask and they will then receive specific answers to each and every query that they may have. Your Key Employees can then retain these communications on file for future reference. General support inquiries will usually receive replies within 48 hours, but please allow a period of up to 10 business days during busy periods. The Bronze Client Service (BCS) enables your Key Employees to get to know their designated Appleton Greene consultant and to benefit from the consultant’s specialist skills, knowledge and experience.
Monthly cost: USD $3,000.00
Time limit: 10 hours per month
Contract period: 12 months
Bronze service plus
01. Research analysis
02. Management analysis
03. Performance analysis
04. Business process analysis
05. Training analysis
The Silver Client Service (SCS) for Transitional Optimization provides more time for research and development. If you require Ms. Bennett to undertake research on your behalf, or on behalf of your Key Employees, then this would understandably require more time and the Silver Client Service (SCS) accommodates this. For example, you may want your consultant to undertake some research into your management, performance, business, or training processes, with a view towards providing an independent analysis and recommendations for improvement. If any research and development, or business analysis is required, then the Silver Client Service (SCS) is for you.
Monthly cost: USD $4,500.00
Time limit: 15 hours per month
Contract period: 12 months
Bronze/Silver service plus
01. Management interviews
02. Evaluation and assessment
03. Performance improvement
04. Business process improvement
05. Management training
The Gold Client Service (GCS) for Transitional Optimization is intended for more detailed evaluation and assessment, that may require your Key Employees to have monthly meetings or interviews with Ms. Bennett. These meetings and interviews can be conducted over the telephone, Skype, or by video conference if required. The consultant can also attend your business premises, an Appleton Greene office, or another mutually beneficial location, but please note that clients are responsible for the costs of any disbursements separately, including travel and accommodation. This service enables you to integrate the specific skills, knowledge and experience of your designated consultant into your Key Employee management team. The Gold Client Service (GCS) can also incorporate training workshops, business presentations and external meetings with customers, suppliers, associations, or any other business-related stakeholders.
Monthly cost: USD $6,000.00
Time limit: 20 hours per month
Contract period: 12 months
Bronze/Silver/Gold service plus
01. Project planning
02. Project development
03. Project implementation
04. Project management
05. Project review
The Platinum Client Service (PCS) for Transitional Optimization is our flagship service and will be required if you need Ms. Bennett to facilitate the planning, development, implementation, management, or review of a particular project relating to his specialist subject, which would obviously require more time and dedication. This service enables you to reserve up to 12.5% of the consultant’s working month and provides a more hands-on service as and when required. If you need more time than this, then this can always be arranged, subject of course to the consultant’s ongoing availability. The benefit of having an external consultant involved in projects is they provide an independent perspective and are not influenced by internal politics, day-to-day responsibilities, or personal career interest. They provide objectivity, specific knowledge, skills and experience and will be entirely focused upon the tasks at hand. The Platinum Client Service (PCS) will provide your organization with a valuable resource as and when you need it.