CLIENTS SERVED

Mundo Imayina – donor engagement and tracking for a nonprofit facility for seriously ill children (similar to Give Kids the World) located outside Mexico City
Tijuana Flats – employee engagement for a chain of Tex-Mex restaurants
PepsiCo – logistics related to customer deliveries for an international soft drink and snack food company, and changes to their onboarding policies and procedures to improve employee retention
ARTALK – monetizing research method and data for a nonprofit located in central Florida
4 Rivers Foundation – strategic planning for food processing hub located in the packing district in Orlando, FL
Capen House – strategic planning for highest and best use of a historic facility (Capen House) located in Central Florida
Winter Park Institute – strategic planning for maximizing profit (monetizing public offerings) focusing on customer preferences and services
Community Legal Services – strategic planning for the management of various income producing properties located in Central Florida owned by a local nonprofit
Details Flowers – business plan preparation for a startup in the wholesale flower business
Faculty advisor for student run moving and storage company – hired the management team and oversaw the teams’ interactions with customers and with our partner professional moving company

Executive Education

Florida Venture Sourcing – train entrepreneurs on the various facets of business plan preparation

Financial and Managerial accounting seminars presented to the management team of a regional oil refinery
Financial and Managerial accounting seminars presented to GS14 and GS15 level civil servants
Continuing professional education (CPE) for local CPA firm and its clients – topics covered include revenue recognition and accounting for leases under new standards issued by FASB
Cost of employee turnover presented as part of HR certificate program