The following individuals have extensive knowledge of some or all Palisade software products. Palisade has made it a policy not to recommend any one specific consultant. Consultants are listed below along with their qualifications and areas of expertise. Please contact the individuals of your choice to determine if they can help you with your specific needs. Please note that there are two pages of consultants.
|Gerry Anderson, BA (Hons Econ), M.Sc., CMA|
|Areas of Expertise: Financial management & analysis including forecasting; decision analysis & simulation; predictive analytics, cash flow modeling, project costing and modeling, ROI analysis; cost analysis & budget planning; statistical & quantitative modeling tools.|
Gerry Anderson is President of Logicon Solutions, founded in 2004, a boutique consulting firm created to help organizations make better decisions in less time and with less risk. Logicon Solutions leverages the Palisade Decision Suite of tools to help companies to help improve their cost modeling, prioritize their project portfolio or to determine ways to improve and optimize their business. He teaches organizations how to leverage their data and the data around them for their advantage.
Logicon Solutions takes pride in being a leading boutique consulting firm made up of data scientists, management accountants, management scientists and business advisors who help organizations implement the ‘art and science of better’.
104 King Street East
Bowmanville, ON L1C 1N5
|Mr. Timothy P. Anderson, CCE/A|
|Areas of Expertise: Operations research, cost analysis, cost risk/uncertainty analysis, decision analysis.|
|Mr. Timothy P. Anderson is a senior project engineer for The Aerospace Corporation. He currently supports the NRO Cost Group as the Aerospace lead for cost methods and model development. Mr. Anderson served for 20 years in the U.S. Navy and began working in the cost estimating field in 1994 while assigned to the Naval Center for Cost Analysis. From there he was assigned as a military professor at the Naval Postgraduate School, teaching cost estimation, operations research, and other technical courses. He retired from the Navy in June 2001. Mr. Anderson has a B.S. in Industrial and Operations Engineering from the University of Michigan, and an M.S. in Operations Research from the Naval Postgraduate School. He is a SCEA certified cost estimator/analyst, an instructor with The Aerospace Institute, and a frequent presenter of topics related to cost estimating and cost risk analysis at forums including the Society of Cost Estimating and Analysis (SCEA), the Military Operations Research Society (MORS), the DoD Cost Analysis Symposium (DoDCAS) and the Space Systems Cost Analysis Group (SSCAG). Mr. Anderson also lectures on these topics at military, civil and commercial organizations including the Naval Postgraduate School, the Air Force Cost Analysis Agency, the Navy Cost Analysis Division (formerly the Naval Center for Cost Analysis), RAND and NASA.|
|The Aerospace Corporation
15049 Conference Center Drive, CH1-610
Chantilly, Virginia 20151-0823
|Mr. James Andrianos, MBA|
|Areas of Expertise: Health Care & Human / Social Services. Single & multi-specialty practices, hospitals, clinics, surgical centers, self-insured employers, social service agencies, health plan administrators, insurers, governmental funding agencies.|
|James brings "Fortune
500" planning tools to the Health Care sector to help planners
and practitioners derive high-quality solutions for both new
and traditional problems.
With exclusive health sector experience since 1992, James draws on degrees in Finance (University of Chicago Graduate School of Business) and Decision Science (Princeton University) to meld medical economics, health care operations and quantitative analysis for decision-makers.
Tools include: Statistical Forecasting (@RISK), Optimization Methods (Linear/Integer Programming), Queuing (traffic) Models, and Trade-Off Quantification involving Subjective Criteria.
Applications: Optimize staffing costs ~ Develop risk-adjusted competitive bids ~ Measure the financial risk of contracts ~ Generate actuarial utilization forecasts ~ Allocate premiums across the care continuum ~ Refine provider recruiting plans with demand-driven models ~ Deploy capital resources optimally ~ Establish practice / enterprise valuations ~ and more.
Also available: decision support consultation & training for analysts.
|Calculated Risk, Inc.
523 Pine Street
Seattle, WA 98101-1722
|Areas of Expertise: FDA-regulated industry, Project Risk Management, Product Risk Management, Product Development|
|Thomas Feldsien is a principal consultant at cGxP Associates, founded in 2001, to provide risk management and project management services to clients in FDA-regulated industry. cGxP Projects relies on Palisade applications such as @RISK, RISKOptimizer and PrecisionTree to estimate project valuation, quantify project risks, and analyze decision pathways. Use of these tools allows us to recommend a high probability pathway for optimal value, especially for product development projects. We also provide project management support for tactical planning and execution of projects once the strategic roadmap is defined. As a subsidiary of cGxP Associates, we have access to quality system best practices and regulatory strategies to quickly break through obstacles that otherwise might increase project risk. Whether you need to accelerate product development, optimize your portfolio, increase operational efficiency or compliance, minimize project risk or get a troubled project back on track, cGxP Projects delivers.|
514 Carriage Way
South Elgin, IL 60177
|Mr. Perry R. Cole, P.E., S.E., F.ASCE|
|Areas of Expertise: Analysis of reliability of steel and concrete hydraulic structures for civil works projects. Modeling support for the evaluation uncertainty in engineering analyses.|
Perry delivers Monte Carlo based analysis of the probability of failure, throughout a planning horizon, of the structural elements of large civil works projects. His experience has primarily been with the structural systems of locks and dams owned by the US Army Corps of Engineers (USACE). His work supports Rehabilitation Evaluation Reports as described by the following USACE documents: ER 1130-2-500, EP 1130-2-500, and EC 1110-2-6062.
This work is applicable to all Owners of capital improvements who are interested in evaluating the timing of rehabilitation to provide the most economically efficient asset management plan for their facility. The goal is to perform the major maintenance or rehabilitation at the time in the facilities’ service life just prior to the feature attaining an unacceptable probability of failure.
|Mr. Perry R. Cole, P.E., S.E., F.ASCE
A & D Engineering, PLLC
6117 Ames Lake Carnation Road
Carnation, WA 98012-9112
|Dr. Edmund H. Conrow, CMC, CPCM, CRM, PMP|
|Areas of Expertise: Project Risk Management, Risk Analysis, Monte Carlo Simulations, Project Management, Cost/Performance/Schedule/Risk Trades, Management Strategy, and Technology Planning/Assessment|
|Dr. Conrow is a Fellow of the International Council on Systems Engineering, selected “for research and practice associated with risk management, and cost, performance, and schedule trade methods.” This is the first time in INCOSE’s history that a Fellow was selected for risk management research and practice. Dr. Conrow is an internationally recognized risk management and project management consultant to industry, federally funded research centers, national laboratories, and government with 30+ years experience; on hardware-intensive, software-intensive, and mixed projects, with life cycle dollar ranges from several million dollars to more than $100 billion. His work has directly saved millions of dollars on several programs. Dr. Conrow has served more than 25 times as a risk manager and mentor to risk managers where he was responsible for implementing and making risk management work on a wide variety of programs and proposals. This includes all facets of project risk management, and developing and implementing hundreds of cost, technical performance, and schedule Monte Carlo simulations since 1977. Dr. Conrow has more than 125 professional presentations and papers on risk management and related topics, and his risk management related work has won awards at national conferences. He is a Certified Management Consultant (IMC), a Certified Professional Consultant to Management (NBCC), Certified in Risk Management (IIPER), and a Project Management Professional (PMI). Dr. Conrow is an Associate Fellow and Life Member of the American Institute of Aeronautics and Astronautics, and a Senior Member of the Institute of Electrical and Electronics Engineers. He is the author of the highly regarded book: Effective Risk Management: Some Keys to Success, Second Edition, AIAA, 2003 (recommended by Palisade Corporation). He is also the author over the Seventh through Tenth Editions of the risk management chapter in Harold Kerzner's best selling book, Project Management: A Systems Approach to Planning, Scheduling, and Controlling; and numerous other publications. He holds a BS and MS in nuclear engineering, Ph.D. in general engineering, and M.Phil. and Ph.D. in policy analysis.|
|Dr. Edmund H. Conrow
P.O. Box 1125
Redondo Beach, CA 90278
|Cabot Risk Management|
|Areas of Expertise: Primarily focused on energy (Oil/Gas/Power), our clients range from key players in the pulp and paper industry to regulated natural gas Localized distribution companies (“LDC”). The services we provide include, but are not limited to:|
CRM’s primary focuses is providing clients with peace of mind. We draw back the curtains of the typical analysis to illuminate the big picture. In doing so, we simultaneously identify: opportunities to capitalize on, and threats to side stepped.
Our services include:
Cabot Risk Management(902) 499 - 5928
|Areas of Expertise: Value-Based Management, Decision Analysis & Simulation, Resource Allocation, Medical and Engineering Intellectual Property Portfolio Management, Capital Investment, Training and Development|
DecisionModel strives to improve the decision-making process for organizations engaged in technology commercialization and portfolio management. DecisionModel is specialized in medical and advanced technology however, breakthrough technology of this kind often originates from, or could have application in, a multitude of industries. The DecisionModel team has years of collective experience in the diverse industries of electronics, aerospace, and life sciences.
Jacqueline (Jackie) Csonka-Peeren, M.A.Sc., P.Eng., MBA
Jackie is the founder of DecisionModel, providing medical and advanced technology commercialization expertise to companies and technology transfer offices. Her frameworks for making strategic business decisions within technology-intense enterprises include the application of qualitative and quantitative tools and methodology.
Jackie has over twenty years of experience leading advanced technology development and commercialization at universities, federal government labs, hospitals, various medical device companies, IBM and Celestica. Jackie has also taught in the Engineering department at Humber College, and provides training through DecisionModel.
Jackie holds an M.B.A. for Science and Technology from Queen’s University, an M.A.Sc. in Biomedical Engineering from the University of Toronto, and a B.A.Sc. in Aerospace Engineering from the University of Toronto. Her professional memberships include Professional Engineers Ontario, the Regulatory Affairs Professionals Society, the Licensing Executive Society and the Canadian Association of Management Consultants. Jackie is fluently bilingual in English and French.
Jacqueline (Jackie) Csonka-Peeren
|Decision Strategies, Inc. (DSI)|
|Areas of Expertise: Oil & Gas – Exploration and Production– Development and Commercialization – Pipeline and Transportation; Petrochemicals and Specialty Chemicals; Information Technology; Life Sciences – Pharmaceuticals and Medical Devices; Utilities - Electricity, Gas and Water; Airlines and Transportation Logistics; Automotive and Major Manufacturing; High Tech; Consumer Products|
Decision Strategies is an international consulting group focused on creating and enabling client capabilities in decision-making, strategic planning, and project prioritization. DSI's primary purpose is to enhance the business value and work culture of their clients by enabling them to build and continuously improve internal capabilities in strategy development, decision-making, and implementation of results. DSI has offices in Houston, Atlanta, and Calgary with partners in other locations around the world.
Decision Strategies is unlike any other management consulting or training firm. DSI partners have broad-based experience and in-depth business knowledge gained from careers in the business world. DSI combines business knowledge with experience using Integrated Decision Management® methodology for conducting and implementing decision focused engagements within large organizations. DSI offers a transparent approach to quickly begin adding value to engagements and coaching roles with clients.
Contact: Pat Leach
|Areas of Expertise: healthcare management & analysis, specializing in pay-for-performance, value-based purchasing, and managed care environments; decision analysis & simulation; ROI analysis; cost analysis & budget planning; statistical & quantitative modeling tools
Discern provides consulting services to satisfy the needs of the ever-changing U.S. healthcare industry. Discern helps its clients in all aspects of transforming the healthcare system to improve its functionality and efficiency.
Specializing in the areas of pay-for-performance and decision analysis, Discern offers unique expertise in assisting our clients with the development and execution of several successful, national pay-for-performance programs. We have developed numerous customizable, analytical tools for use in implementing these programs, such as ROI calculators, risk analysis, feasibility/readiness assessments, and benefit forecasting analysis (Quality Analysis).
In addition to our analytical expertise, Discern also provides services in project management, organization management, and strategic planning. Visit our website, www.discernconsulting.com, for more information.
|Economic Value Advisors|
|Areas of Expertise: Value Based Management (VBM) consulting, applying the concepts of Economic Value (also known as, Economic Value Added or EVA) to executive compensation, training, and strategy.|
|All of our services assist clients to transform into a Value Based Management company that culminates into an owner-based, shareholder-centric culture.
Our Value Audit uncovers the true economics of a business and industry. To calculate Economic Value, we determine the material accounting adjustments necessary, determine the cost of capital and returns expected by shareholders, and benchmark against peer performance.
VBM Incentive compensation aligns management and shareholder long-term interests using @RISK’s Monte Carlo simulation to calibrate a robust executive incentive plan. We design and implement an incentive system that instills a sense of employee ownership by rewarding for both short and long-term performance.
VBM Training helps managers make better decisions by complementing ˜business instinct` with financial acumen. We create tailored training that addresses your industry and specific company day-to-day business decisions in a way that both non-financial and financial managers understand. We apply Monte Carlo simulation in an easy to understand format to forecast the Economic Value generated by your business.
Value Based Strategy positions companies to create sustainable long-term value by assessing both macro and microeconomic forces. Macro-implications drawn from our analysis might support or redirect your long-term business strategy to include backward or forward integration, or a simple change in tactics that shift the bargaining power to your favor. Micro analysis provides insight into which key areas of your business are generating the greatest Economic Value and how to optimize the return on your portfolio of products and customers.
|Marwaan R. Karame
Economic Value Advisors
14 Wall Street, 20th Floor
|Areas of Expertise: Applications of Multiple Criteria Decision Analysis (MCDA) tools for Strategic Planning purposes and in the Modeling and Analysis of Prioritization and Allocations decision issues.|
Tayo Fabusuyi has more than a decade of experience in the field of Operations Research and is currently the lead analyst at Numeritics where he sets the direction for the firm’s Strategy and Operations Management Unit. His expertise in MCDA has been utilized in determining how banks can minimize exposure to various forms of risks while maintaining the appropriate combination of asset and liability that maximizes shareholders’ wealth. It has also been applied in the manufacturing sector where he has conceptualized and implemented MCDA models that align firm’s operational activities with their strategic goals.
Tayo graduated with highest distinction from Carnegie Mellon University with a M.Sc. in Public Policy and Analysis and a concentration in Information Systems and Management Science. He also received a M.Phil degree in Economics from the University of Oxford where he was an American Institute of Economic Research Fellow. He has given presentations at various forums on productivity and resource allocation issues and is an active member of INFORMS.
5907 Penn Ave., Suite 313
Pittsburgh, PA 15206
|Finance Guy, LLC|
|Areas of Expertise: expert in the big picture design, development, project risk management, strategic risk decision modeling, simulation, and execution of value optimization opportunities.|
The FINANCE GUY consultancy provides a suite of big picture strategic management, risk modeling and execution solutions for clients in all industries. The primary expertise is linking the design of strategy models with the execution systems. Clients include businesses in the transportation and energy industries, financial institutions, investment banks, private equity firms, and governments.
David Eller has led many special growth projects requiring innovative strategy design, cost reduction studies, financial risk simulation, establishing new businesses, and unique corporate financing arrangements. David is a popular national writer about the importance of executing well designed executive strategies for coping with the uncertain global conditions.
|David W. Eller
Founder & President,
FINANCE GUY, LLC
1102 Bellini Lane
Orlando, FL 34761
|Mr. John Howell|
|Portfolio Decisions Inc
908 Town and Country Blvd
Houston, TX 77024
|Dr. David T. Hulett|
|Areas of Expertise: Project Management, Risk Assessment and Management, Cost Estimating, Project Scheduling, Defense, Aerospace, Energy, Economics|
|Dr. Hulett's clients
include McDonnell-Douglas, Raytheon/E-Systems, the US Army,
the Air Force Space and Missiles Systems Center, the Los Alamos
National Laboratory, NASA, Hewlett Packard, Phillips Petroleum,
Mead Corporation, Harris Corporation and Lanier & Bradley.
Dr. Hulett has lectured on risk assessment at the Defense Systems
Management College, NASA Lewis, Edwards AFB and the Naval Air
Weapons Centers. He has presented papers on cost and schedule
risk analysis to many professional societies including the annual
Risk Management training track at the Performance Management
Association (PMA) and the Project Management Institute (PMI).
He has held strategic planning and corporate development positions
at TRW and TOSCO Corporation, an oil refiner with synthetic
fuels projects. He also served in numerous federal government
positions, including the Federal Energy Administration and Department
of Energy. He was an Instructor in the Department of Economics
at Harvard University, and earned his Ph.D. in Economics from
Stanford University. He is a member of many professional societies,
including PMI, the Society for Cost Estimating and Analysis,
and the American Economic Association.
Click here to view "Schedule Risk Analysis Simplified," a slide show presentation prepared by Dr. Hulett.
|Dr. David T. Hulett
Hulett & Associates
Project Management Consultants
12233 Shetland Lane
Los Angeles, CA 90049
|Dr. Jonathan S. Fletcher|
|Areas of Expertise: Budgeting and planning, decision analysis, operations analysis, activity based costing, the development and implementation of integrated planning and decision making simulation models, and the development and implementation of risk assessment and mitigation strategies.|
Jonathan Fletcher is President of IMS Quantum Corp (IQ), founded in 1985 as consulting firm dedicated to help firms utilize more rational budgeting, planning and decision making processes through the development and implementation of Integrated Planning Models. IQ specializes in the creation of Excel-based models that show the relationship between operations and finance. As the Author of SCRAM: Avoiding Catastrophic Failure (to be published by St. Maximus Scriptorium, 2014), Dr. Fletcher also works with firms to recognize and mitigate risky behavior through the application of a wide range of quantitative and qualitative approaches, including the use of Monte Carlo Simulation and @Risk.
IQ has built budgeting and planning models in such diverse industries as oil and gas, healthcare, maritime transportation, banking, forestry, electric power generation, apparel, higher education, defense, government, and manufacturing.
|Jonathan S. Fletcher, PhD
IMS Quantum Corp
14 Inverness Drive E, Ste F160
Englewood, CO 80112
|Investment Banking Simulator|
|Areas of Expertise: Investment Banking, Corporate Finance, Mergers & Acquisitions, Analyst Training and Development|
The Investment Banking Simulator is the only real-world, employment and job assignment simulator for the Investment Banking Industry… both in practice and accountability. Users have the opportunity to learn, build experience, and master the skills commensurate of the industry’s entry level analyst position, as an industry analyst, before ever having set foot in an investment bank.
Financial Modeling, Leveraged Buy Out and DCF Modeling, Accretion/Dilution, Pitching, Full Merger Modeling… if it’s a skill needed in an Investment Bank’s Corporate Finance Department, a user can tackle it. Further, as one’s experience grows, so does one’s e-portfolio showcasing their completed assignments and reviewer assessments; the perfect objective marketing tool to set one apart from any would-be job competition.
So, be a level above your competition. Have skills proficiency previously unseen in new industry entrants and even master advanced risk analysis and Monte Carlo simulation tools such as @RISK and The DecisionTools Suite. With the Investment Banking Simulator, the only limit to the amount of experience one can gain is the amount of time they choose to invest; placing the user with unprecedented and complete control over their marketable level of experience and professional qualifications. Finally, you’re in control!
|Neil R Palmquist, CM&AA, CEPA
Corning, New York 14830
Toll Free in North American: 1-888-832-7770
|Domingo Castelo Joaquin|
|Areas of Expertise: Value-based management, Valuing projects with real options, Financial management.|
|Domingo Castelo Joaquin is an Assistant Professor of Finance at the Illinois State University where he teaches undergraduate and MBA courses in Value-based Management and Spreadsheet Modeling in Corporate Finance. He earned his Ph.D. from Michigan State University. He has published articles on Strategic Entry and Exit Decisions, Cost of Capital, Decision Theory, Portfolio Selection and Capital Budgeting. His work of portfolio diversification has been cited in The New York Times, Money Magazine, and CNNfn. Domingo Castelo Joaquin is a consultant at Economic and Corporate Risk Assessment Consultants (ECR Consultants). ECR Consultants provides risk assessment training using Palisade Corporation's risk assessment software products, and consultation in the areas of Risk Assessment, Real Options, and Portfolio Risk. In addition, ECR Consultants provides consultation and training in the development of Forecasting Models and the translation of these models to @RISK models.|
University Department of Finance, Insurance & Law
Normal, IL 61790
|Mr. Dennis Jordan|
|Areas of Expertise: Economics, Energy Industry, Oil & Gas and Risk Analysis|
|Collarini Engineering Inc. offers one-, two-, and five-day seminars in risk analysis and investment decision analysis. These courses concentrate on providing an understanding of concepts and methods. Courses open to the public are scheduled periodically throughout the year. In-house seminars customized to the needs of the customer can be arranged. All seminar leaders have an MBA complemented by an average of twenty years experience in economic analysis.|
|Mr. Dennis Jordan
Collarini Engineering Inc.
203 Carondelet St.,
New Orleans, LA 70130
|Jurik Research & Consulting|
|Areas of Expertise: Forecasting, Oil & Gas, Finance|
|Jurik Research was
founded in 1988 in Silicon Valley and develops algorithms that
identify and classify complex data. Now that the cold war is
over, signal processing skills originally intended for military
projects are now successfully applied to the commercial arena,
... and you, the public, stand to benefit. From forecasting
the price of aluminum
futures to the cost of pumping natural gas across America, from predicting consumer food demand to sports results, Jurik Research innovated ways to "peek" into the future. Today, Jurik Research focuses mainly on the financial market.
Mark Jurik, its founder, specializes in data modelling and time series forecasting methods. A lecturer and instructor for over a decade, his presentations covered both the theoretical and practical aspects of neural network technology. He created "NeuroTapes", a 12-hour video course on neural network technology that sold worldwide for more than a decade. Mark
lectured at 28 conferences and seminars and authored articles for Futures magazine and the Journal of Computational Intelligence in Finance. Jurik is a contributing author to the book Virtual Trading, author of his own book Neural Networks and Financial Forecasting and editor of the newly released book Computerized Trading, distributed by the New York Institute of Finance. .
|Mr. Mark Jurik
Jurik Research & Consulting
P.O. Box 460669
Aurora, CO 80046
|Mr. Glen Justis|
|Areas of Expertise: Industrial and manufacturing; energy, utilities, and fuels; health care; non-profit institutions; social enterprise businesses; strategic planning; process improvement; supply chain management and optimization; retail business management and pricing optimization; capital investment planning and analysis; business simulation and optimization; business analytics; economic analysis; predictive modeling; risk analysis and mitigation planning; enterprise risk management; project risk management; cash flow modeling.|
Experience on Demand is a broad-based business consulting firm focused on helping clients define and execute successful strategies that produce results. Central to our work is high quality economic analysis of business decisions and the risks associated therewith. We are pleased to serve a diverse spectrum of clients covering business startups to large corporate entities, non-profit institutions, and social enterprise businesses. Our lead Palisade solutions consultant, Mr. Glen Justis, is a recognized expert in economic, operational, and financial modeling; risk analysis and management; and asset/business valuation.
|Mr. Glen Justis
Experience on Demand
16020 Swingley Ridge Road, Suite 240
Chesterfield, Missouri 63017
|Nure Aiza Toll International LLC|
|Since inception, our consultants have been providing expert professional cost, schedule control and management services to several Greater New York public agencies for several years and have a successful track record in meeting their needs. Among the many advantages Toll offers is a thorough understanding of our client's primary goals, and the wherewithal to meet and exceed each one.|
|Toll International LLC, a minority-owned company (MBE) and certified Disadvantaged Business Enterprise (DBE), has an outstanding team of professionals, strong experience with large scale and complex capital construction programs, a great local track record and, most importantly, the commitment to make your project risk management and related project management support services initiative a success.
We're on target.
Construction Schedulers & Cost Estimators in New York City
We help you determine costs of scope of work in order to advise management on project funding decisions
We help you improve the benefit cost-ratio of your construction project by using an examination of function
We assist you with the design and implementation of coherent management systems to drive out information to support effective results-based decision making
We help you to proactively manage potential risks to avoid uncertainty that could impact your project objectives
Your partner in expert professional engineering and construction performance, information and management systems
|Nure Aiza Toll International LLC
PO Box 407
New York, NY 10274-0407
|Mr. Duane Kexel|
|Areas of Expertise: Utility Forecasting, Economics, Water Resources, Capital Investments|
|Mr. Kexel has extensive experience applying @RISK to uncertainty evaluations for utilities and natural resource industries. This work has included electric load forecasting, oil production forecasting, and water resource planning. Mr. Kexel's uses of @RISK for load forecasting have been adopted by more than 20 utilities and have been published by EPRI. Mr. Kexel consults widely with both domestic and international clients, in utilities, government, and major lending agencies.|
|Mr. Duane T. Kexel
Power System Engineering Inc
2000 Engel St., Ste. 100
Madison, WI 53713
|David Koegel Associates, Inc.|
|Areas of Expertise: Risk Analysis, Product Diversification, Transaction Structuring, Evaluation and Facilitation, Insurance/Reinsurance Actuarial Pricing & Reserving, Expense Management.|
|David Koegel Associates, Inc. is a consultancy focusing on risk analysis and product diversification. After serving as a senior executive for reinsurers, reinsurance brokers, insurers, public accounting and advisory rating firms, Dave Koegel formed the firm during the summer and fall of 2009. In addition, for the last 30 years he has practiced in the areas of actuarial analysis, underwriting, risk management, claims handling and overall quality control. Dave has consulted with others on four continents and written several articles in the insurance & finance trade press. He has a degree in Mathematics and is a credentialed property-casualty actuary and managed healthcare professional. Dave’s firm distinguishes itself by offering each client an abbreviated Risk Analysis consultation on a complimentary basis, typically in which @RISK is used. Subsequent analyses and consultations are billed on an hourly or fixed fee basis. Fees for Product Diversification services can be structured on a contingent basis payable only upon execution of targeted transactions. Dave prides himself on being able to produce measurable value while helping to simplify otherwise complex situations that are exposed to financial risk & uncertainty.|
|Dave Koegel, Managing Director
David Koegel Associates, Inc.
62 Oswego Avenue
E. Atlantic Beach, NY 11561
|Dr. William J. McKibbin|
Dr. McKibbin is a consultant to management specializing in strategic and operational planning, business modeling, risk analysis, financial engineering, systems integration, process design, project management, due diligence, turnarounds, executive coaching, and team leadership.
Dr. McKibbin's client list includes names such as Intel, Oracle, Chevron, Eli Lilly, Johnson & Johnson, Pfeizer, Guggenheim Capital, and others.
Dr. McKibbin has been in professional practice serving companies, boards, and executives in various capacities as consultant, director, and interim management since 1998.
|William J. McKibbin, PhD, LLC
455 Windmere Dr
State College, PA 16801-7671
|Areas of Expertise: Cost Estimation, Schedule Analysis, Risk Analysis, Earned Value Management, Program and Technical Assessment, Financial Management|
MCR LLC is a professional services firm founded in 1977 to provide integrated program management support services to domestic government agencies, and through its subsidiary MCR Technologies, to private organizations and foreign entities. We specialize in cost/schedule analysis, acquisition management, program and technical assessment, and financial management. Our offices are located across the country in close proximity to our clients. MCR’s outstanding staff of more than 300 professionals has educational backgrounds with synergistic skill sets in diverse areas including engineering, economics, mathematics/statistics, operations research, and computer science. The MCR Training Institute offers a wide variety of courses in the company’s core competencies.
| (703) 506 4600 ext. 218
(703) 506 8601
Contact: Neal D. Hulkower, Ph.D.
| (703) 416 9500 ext. 231
(703) 416 9570
Contact: Ken Thomson
| (301) 737 4600
(301) 737 4644
|Mr. Don Mettler|
|Areas of Expertise: Technical implementation of new and existing business models, stabilization of Excel models, technical design of applications using Palisade's products, systems integration, Microsoft development tools (VB, VB.NET, ASP, ASP.NET, C#, C++), and technical SAP experience|
Experience: Don started Mettler Consulting in 1998 to provide high quality technical consulting services to their clients. Their clients come from a variety of industries; this includes aerospace, pharmaceutical, consumer products, financial, manufacturing, technology, and insurance. His Palisade skills focus on the implementation of Excel-based models in production environments where the power of models can be utilized by many. This is accomplished in two ways. First, through the use of the Palisade developer kits, Excel models are replicated using technologies such as C# or VB.NET, into a callable component. These components can then be exposed to applications that run on many different computers or to web based applications. The enables the power of your business models to be shared among an unlimited number of users. For example Don designed and built an inventory optimization model that interfaced directly with an ordering system to adjust order quantities based on the model's findings using Palisade's @RISK and Evolver developer kits. Second, models can be rolled out to many users by standardizing, enhancing, and stabilizing existing Excel models. This way many individual similar models can be combined into a best-of-breed model and then deployed to groups working together.
Don is a graduate of University of Colorado at Boulder and resides in Atlanta, Georgia.
Don Mettler, President
|Roy L. Nersesian|
|Areas of Expertise: Development of cases for @RISK, Evolver, RISKOptimizer, and PrecisionTree for self-instruction and use in the classroom. Am willing to work with software trainers and educators to select individual cases from manuals available from Palisade to prepare a specially tailored manual for classroom or training session use including information provided by the instructor.|
|Harvard MBA. Associate Professor at School of Business, Monmouth University in operations and logistics management and statistics. Author of books in simulation and global management (website www.nerses.com). Consultant to the shipping industry (website www.poten.com).|
|Roy L. Nersesian
10 Maryland Road
Maplewood, NJ 07040
|Areas of Expertise: Financial management & analysis including forecasting; decision analysis & simulation; predictive analytics; statistical & quantitative modeling tools; Operations Research; web analytics; customer & product portfolio management|
Nighthawk Intel (NHI) is a decision-sciences firm specializing in transferring operational focus from descriptive data analytics to predictive analytics – improving insight and driving risk-informed decision making throughout the organization. Palisade’s DecisionTools Suite enables NHI's clients to use mathematical modeling to analyze complex situations, giving executives the power to make more effective decisions and build more productive enterprises.
Chief Probability Officer, Andrew Pulvermacher, founded Nighthawk Intelligence in 1999 as a moon-lighting adventure to apply undergraduate studies to real business problems. With over a decade of experience in analytics with companies such as Amazon, Best Buy, Merrill Lynch, and CUNA Mutual Group, NHI is focused on improving enterprise value through the use of Operation Research methodologies for enhancing productivity, efficiency, and profitability. With specific expertise in probability management, portfolio theory, and continuous improvement.
Andrew holds an MBA in Operations and Technology Management from the Wisconsin School of Business. He was inducted into InBusiness' "40-Under-40", semifinalist of Franz Edelman Award (Superbowl of Analytics), placed in Top 3 for the past 3 years in INFORMS' Spreadsheet Guru competition, and received Best Buy's "Brad Anderson Legacy Stock Award" granted by the company's Board of Directors.
Andrew Pulvermacher, MBA, CMA, CPIM
Chief Probability Officer
3432 Sunset Drive
|Dr. Jayshree Pandya Ph. D, PMP|
|Areas of Expertise: Biotech , Health Care ,Waste, IT,Project/Program/Portfolio Management, Risk Assessment and Management, Strategic Planning, Bio-Energy, Project Audits, Change Management, Off-Shore Technology Development|
Jayshree Pandya is founder and CEO of Texas-based Risk Management
Consulting Company (Risk Group LLC).
Risk Group provides services in the areas of Portfolio Risk Management, Enterprise Risk Management, IT Risk Management, Program Risk Management, Project Risk Management, Off-Shore Risk Management, Resource Risk Management and Contract Risk Management. Risk Group also provides Basic and Advanced Risk Management Training.
Prior to founding Risk Group, Jayshree served as CEO of Kaivalsoft, Inc and before that as the CEO of Shree Consulting LLC, a Wisconsin based Consulting Company.
Jayshree is also the author of “Advanced Risk Management course” and co-author of “Introduction to Project Management” course offered by PMI Houston. She is quoted in several trade journals, published numerous times in International Journals and is a recipient of a National Award.
|Risk Group LLC
5403 Dunston Ct
Sugar Land TX 77479
*Training information available at this site.
|Dr. Susan Peterson|
|Areas of Expertise: Energy, especially oil and gas models: reserves, production forecasts, capital investment, and cash flow; General project investment and cost estimation models; Training and assistance in all DecisionTools products; On site classes for 7 people or more. Seminars for managers.|
|Dr. Susan Peterson has more than 16 years of experience working as a project manager, senior drilling engineer, and faculty member. She has been an associate of Jim Murtha since January 1999. Susan performs project-specific risk analysis and provides training on decision and risk analysis. She served as project team leader for a risk analysis and decision methods initiative, and was responsible for integrated risk analysis for full-field development projects, including probabilistic estimates for time and cost, selection of appropriate technology, strategizing terms and conditions, and overall project economics. Susan was assistant professor of petroleum engineering at Marietta College; she has PhD and MS degrees from Texas A&M University and a BS degree from Marietta College, all in petroleum engineering.|
11923 Longleaf Lane
Houston, TX 77024
|Dr. Ronley H. Plous|
|Areas of Expertise: Operations management, process engineering and medical consulting|
|KAYTRON is a progressive healthcare consulting firm that focuses on the integration of medical and engineering principles to the healthcare industry. KATRON functions as a virtual engineering consulting firm. The range of services spans all medical and operational disciplines within the healthcare delivery system. Dr. Ronley Plous is founder and president of KAYTRON. Dr. Plous is a physician and engineer with experience in academic settings, private group settings, and the corporate world. Ron is a Fellow of the College of American Pathologists, has been elected to the American College of Physicians, and serves with numerous other professional organizations.|
|Dr. Ronley H.
12015 Pawnee Lane
Leawood, KS 66209
|Areas of Expertise: Mathematics and Statistics|
|Terence Reilly is the Gillette Professor of Mathematics at Babson College. He earned his Ph.D. at the University of Oregon and was awarded the William's Recognition Grant for cooperative learning techniques in statistics. Terry has used the DecisionTools package in his MBA classes over the past years with great success. He has also given seminars on the use of PrecisionTree in the classroom and at national conferences.|
Math and Science Division
Babson Park, MA 02157
|Rudd Asset Management|
|Areas of Expertise: Energy consulting, power generation projects evaluation, renewable energy project analysis, project value optimization, risk management, project weakness analysis, and “Big Bad Outcome” identification along with a solution to prevent it.|
Rudd Asset Management (RAM) is an energy consulting company based on power systems experience and value added principles. With over 40 years of power generation and project development experience, we know how to design projects to maximize revenues and minimize expenses. With our knowledge of the Palisade software products, we can provide risk management techniques that assure project success!
RAM provides analysis for realistic project outcomes by identifying project risks, weaknesses, and corrective solutions. We model a project from construction through operations using Monte Carlo simulation techniques and mutually derived assumptions to provide a 5 year Discounted Cash Flow Analysis. Instead of estimating an outcome’s specific value, we model inputs and use Monte Carlo simulation. Instead of calculating a number, we simulate results to get results with confidence intervals and probability.
Time is money. RAM’s use of @RISK and RISKOptimizer gives you both!
Rudd Asset Management
|Areas of Expertise: Energy & Energy & Minerals, Manufacturing, Distribution & Retail, Government, Corporate Planning, Economics, and Project Management.|
|John Schuyler trains and assists clients in risk and economic decision analysis and in project risk management. He has presented 2- to 5-day courses over 300 times in 34 countries over the past 26 years. John has over 40 years business experience in consulting, analysis, and management. Using DecisionTools® Suite, he trains clients in developing business and project models. John is a CAM, CMA, CMC, CCE, DRMP, PE (CO), and PMP. He holds B.S. and M.S. degrees in engineering and an M.B.A. He has written Risk and Decision Analysis in Projects, 3.0 Ed., is the revisions author for Decision Analysis for Petroleum Exploration, 3.0 Ed., and over 40 articles and conference papers.|
15492 East Chenango Avenue
Aurora, CO 80015-1703
|JB Scherer Consulting Group LLC|
|Areas of Expertise: Strategic, Tactical and Financial Planning for Manufacturing, Distribution, Warehouse or Service Companies|
“You can’t control it unless you measure it or model it!” Jerry Scherer is a former financial officer of Northwest Industries, a Fortune 200 leader in planning, control and data systems, where he pioneered the development of mainframe computer solutions utilizing optimization and Monte Carlo simulation tools to facilitate management decision making. Mr. Scherer has also been a CFO and Controller of several manufacturing firms and was the Managing Partner of a consulting firm engaged in providing decision support solutions. JB Scherer Consulting Group provides assistance and training to companies in PC-based strategic, tactical and financial decision models enabling them to bring “what-if” analysis into the 21st century.
|Jerome B. Scherer
JB Scherer Consulting Group LLC
PO Box 289
Glencoe, IL 60022-1623
(847) 835-1175 (Phone) (US & Canada)
(847) 835-1189 (Fax)
(708) 805-3300 (Mobile)
|Download JB Scherer Consulting Group’s MARGIN OF SAFETY MODEL here: MARGIN_OF_SAFETY_MODEL1.xlsx|
|Jim Letzelter | The Liberty Consulting Group|
|Areas of Expertise: Power generation, risk analysis, energy, power plant economics, power plant valuation, natural gas, coal|
Jim Letzelter is a management consultant to the electric power industry, focusing on risk analysis, power plant valuation, economics, financial analysis, and energy market price forecasting. Jim has performed valuations on over $10 billion of power plants assets, used for financing, acquisition, development, litigation, and regulatory proceedings. He has served as an expert witness on a variety of power plant valuation issues. Jim holds a B.S. degree in Electrical Engineering and an M.B.A. with a concentration in Finance. He is also in the process of earning a Doctorate in Law & Policy from Northeastern University
Jim is an Executive Consultant with The Liberty Consulting Group. Liberty has provided management, technical, and policy consulting services to regulators, utility managers, and executives for more than 27 years. We have built a continent-wide reputation for quality service by helping our clients understand and respond to management, operational, and regulatory needs in changing environments. Liberty consistently delivers candid, comprehensive, and constructive advice on complex policy, strategic, management, operations, financial, investment, and regulatory issues.
|Liberty Consulting Group
279 North Zinns Mill Road, Suite H
Lebanon, PA 17042-9576
Liberty Consulting Group
68 Indian Pipe Dr.
Wynantskill, NY 12198
|Areas of Expertise: Business Planning and Modeling in the areas of Operations, Finance and Marketing with extensive analytical modeling using Microsoft Excel.|
|Paul Serex is a lecturer in Operations Management at Indiana University’s Kelley School of Business, where he received his MBA in the same discipline. He has held several senior Operations positions and recently was CEO of a multinational manufacturing firm. His business modeling design and implementation was a critical factor in several successful turnarounds and his analytical modeling with Excel produced simulations of business conditions that were essential to executive-level decision making. The models included @RISK and Linear Programming. Mr. Serex has held classes in Business and Analytical modeling to increase the productivity to analysts, production and administrative personnel. He is currently conducting regional and on-site seminars on these topics.|
3704 Mesa Lane
Bloomington, IN 47401
Areas of Expertise: Decision Analysis, Strategic Planning, Financial Planning and Analysis, Risk Management, and Operations Analysis
Industries: Agribusiness, Health, Retail, Banking, Supply Chain
Mr. Slezak and FinEx Company, LLC, have provided clients since 1994 with strategic consulting services built upon Palisade’s suite of software tools, especially @RISK, RISKOptimizer, and StatTools. Using these powerful risk simulation and analytical programs, FinEx Company provides clients a full range of sophisticated strategic planning services. Clients include health care institutions, investment management companies, agribusiness, commodities traders, and non-profit organizations.
Besides modeling and simulating business and financial operations, Mr. Slezak has prepared asset allocation studies for investment firms and developed commodities trading strategies for agribusiness industry. He has modeled and simulated hedging strategies in fixed income, equities, commodities, and derivatives. He has written numerous financial feasibility studies and strategic business plans used for securing debt and equity financing. FinEx Company, LLC is known for excellence and thoroughness.
FinEx Company has also taught clients the art and science of computer modeling and simulation using @RISK and other software tools.
2012 – Performed economic and risk analysis of losses to fisheries impacted by the BP oil spill.
|Steven Slezak, Director
FinEx Company, LLC
1395 San Geronimo Road
Cayucos, CA 93430 USA
|Dr. William Strauss|
Areas of Expertise: Financial and Economic Modeling and Simulation for Forecasting.
William Strauss is the President and founder of FutureMetrics, LLC. He brings more than thirty-five years of strategic planning, project management, data analysis, and modeling experience into the company’s stock of knowledge capital. FutureMetrics specializes in creating custom stochastic models for forecasting future outcomes. We have provided key metrics for projects in many sectors and areas including financial services, commodity pricing, aviation, resort development, land use, and alternative energy.
The FutureMetrics’ team covers many areas of expertise. Bill’s professional history includes executive positions as director, president, and senior vice president, as well as positions as senior analyst and field coordinator. He has an MBA (specializing in Finance) and a PhD (Economics). Bill is a member of the New England Complex Systems Institute, a member of the Eastern Economics Association, a member of the American Society of Mechanical Engineers, is a founding Principle Partner of Maine Alternative Energy, LLC, is an Executive Consultant for Aviation Management Systems, Inc., and is President of Lightval Mines, Limited.
PO Box 840
Bethel, ME 04217
|Dr. Elaine Tatham|
|Areas of Expertise: Varied Applications including Manufacturing, Marketing, Capital Investment, Utilities, Government|
|Dr. Tatham has over 22 years experience in quantitative-based management decision-making. She is the president of a management consulting company formed in 1982 that also provides data collection and analysis services. She currently uses @RISK in her Univ. of Kansas graduate engineering management simulation class. She also teaches forecasting and mathematical programming to graduate engineering management students.|
|Dr. Elaine Tatham
1501 E. Park
Olathe, KS 66061
|Technology Partnerz Analytics Services|
|Areas of Expertise: Provides strategy, business analysis and organizational change management support for the rapid adoption of predictive analytics tools and practices in a variety of business areas.|
Technology Partnerz Analytics Services provides the tools, software and knowledge necessary for people and organizations to make the most informed decisions possible – Fast. Our services promote quality, decision making and performance in all areas of business using predictive analytics strategies and best practices. We offer services in French, English and Spanish.
550 Sherbrooke St. W., West Tower, Suite 1650
|The Project Solvers of America|
|Areas of Expertise: Project Management training and Project management consulting.|
The Project Solvers of America, Inc. headquartered in Rochester, NY, is the premier project management training and consulting resource designed to increase your profitability through world class project management techniques. We are a New York State certified Woman-Owned Business Enterprise (WBE) founded in 2004 as well as a PMI Registered Education Provider and approved government supplier.
Our founder, Joanne Greene-Blose, has been PMP certified since 2000, has a Master of Science in Project Management, has managed projects for 20 years, and has consulted with and trained a variety of organizations from IT, manufacturing, and construction since 2004. She is also a guest lecturer at Boston University, her Alma Mater, where she assists in teaching a class on Innovation.
Our services include:
We are also a re-seller of project management tools, resources, and other products
Some of our clients include:
Eastman Kodak Co., Excellus BC/BS, Harris RF Communications, Iberdrola Energy, Paychex, Carestream, Wegmans, Catalyst Direct, Bausch and Lomb, ID SignSystems, LMC Industrial Contractors, Inc., Bergmann Associates, GW Lisk Co., and Wendt among others.
The Project Solvers of America, Inc.
|Areas of Expertise: Project Management training and Project management consulting.|
TProji-Contrôle is a project management software provider that helps project managers and contract managers manage risk, dramatically reduce turnaround time on new estimates, quickly convert estimated costs into time and resource plans, manage costs and contract changes seamlessly.
We provide specialized project management software, support and training to leading edge companies. We are authorized resellers of industry-leading software applications including @RISK and the DecisionTools Suite from Palisade Corporation.
We have acquired over 25 years of experience in risk analysis, project management and estimating. Our proven approach provides a structured, integrated, scalable methodology for coordinating people, teams, and projects. Additional information on us can be found at http://www.projicontrole.com
Proji-Contrôle is a member of exp's Project Management group. Exp has extensive experience in megaproject and large project development and execution including Risk Management and Operations Readiness from an Owner's perspective. For example, exp recently completed a comprehensive qualitative and quantitative capital project risk system based on @RISK. It has been deployed globally in a large industrial company with more than $20B in annual sales, operating in more than 80 countries. The @RISK based model and risk process are now mandatory for all capital projects larger than $1M. Independent cost and schedule risks and opportunities are modeled using a classical risk register approach. A risk adjusted ROI is calculated for each capital project showing the net impact of all cost and schedule risks and opportunities. An approximation of the impact of each risk and opportunity is calculated and presented in an innovative graphical format. The risk tool information is used by company experts during internal reviews to shape and optimize projects. The tool ensures comparisons between competing projects from different regions and business units are factual and objective. Company executives are now using the risk tool results to strengthen the decision making process and optimize the capital project portfolio.
Additional information on our parent company can be found on us at http://www.exp.com
Daniel R. Boyd, ing., m.ing.
|Areas of Expertise: business valuation (Discounted Cash Flows, Real Options, Valuation Multiples, etc..), financial modelling and enginnering, statistical analysis and problem solving applied to Corporate Finance.|
Valmetrics is an independent business valuation firm serving the private equity community, investment bankers, corporate finance advisors and companies. By combining unique valuation expertise and proprietary data services, Valmetrics offers outsourced business valuation solutions you can rely on.
Patrice Bendjouya, Principal Consultant:
Prior to the launch of Valmetrics, Patrice worked for 10 years in Investment Banking (Rothschild & Cie, Close Brothers) and in Private Equity (SFF Financial Services). He has provided successful advise to large and mid-sized companies in various industries, as well as institutions (GPs and LPs) both on sell and buy sides.
Patrice graduated in Economics from Paris-IX Dauphine and Paris-I Pantheon Sorbonne and holds an Msc in International Finance from HEC Paris. He taught Corporate Finance at Ecole Hôtelière de Lausanne has written numerous articles on Business Valuation and is an active contributor to the Private Equity industry.
+41 22 518 02 80
|Q9 Consulting, Inc.|
|Areas of Expertise: Project management, software development, business continuity planning, disaster recovery.|
Q9 Consulting offers forensic handwriting analysis and questioned document examination services for contested wills, contracts, trust deeds and other documents in civil and criminal matters.
|Mr. Michael Wakshull
Forensic Document Examiner / Risk Management Consultant
Q9 Consulting, Inc.
P.O. Box 892965.
Temecula, CA 92589
|VR Advisors LLC|
Areas of Expertise: VRA is a finance advisory services firm focused exclusively on providing Risk Management,
Industries served - Insurance, Financial Services, High Tech, IT Services, Discrete Manufacturing, Energy, Transportation, Startups and Private Equity.
Functions supported - Strategy, Finance, Corporate Development and Marketing.
Sample engagements - Strategic Planning, Long Range Forecasting, Budgetary Planning, Capital Budgeting, Structured Finance, Real Options Analysis, Costs Rationalization, Pricing, ROI, Structuring of Cross Border Business, Portfolio Optimization and M&A.
|Mr. Venkat Raman
VR Advisors LLC
Naperville, IL 60564
|Dr. Wayne Winston|
|Areas of Expertise: Varied Applications including Decision Sciences, Finance, Portfolio Analysis and Marketing.|
|Dr. Wayne Winston is a Professor of Decision Sciences at the Kelley School of Business at Indiana University in Bloomington. He has repeatedly been recognized for excellence in business education, including being named best MBA teacher on four occasions. Dr. Winston has written several books, including Operations Research, Decision Making Under Uncertainty with RISKOptimizer, and Financial Models Using Simulation and Optimization, all available from Palisade Corporation. He is also an instructor for Palisade's DecisionTools Software Seminars.|
|Dr. Wayne Winston
Kelley School of Business
10th and Fee Lane
Bloomington, IN 47405
|Dr. Charlie Yoe|
|Areas of Expertise: Water Resources, Economics, Natural & Technological Disasters, Decision Sciences, Capital Investment, Financial Analysis/Budgeting, and Training.|
|Dr. Yoe has developed models for clients' specific needs in a variety of analytical, decision-making and risk management settings. He has also demonstrated risk analysis methods for clients. Dr. Yoe has extensive consulting/training experience with national and international groups and extensive years of teaching experience in academia, government and business.|
|Dr. Charlie Yoe
505 Bathurst Road
Baltimore, MD 21228-4010