Introduction to PK ASSOCIATES (Including BIO’s of Project ‘Dream Team’ Members) MARCH 2010
SUMMARY See website for details (www.pkassoc.com) <ul><li>Overview </li></ul><ul><li>Growth Management consultancy </li></...
PKA focuses on  Growth Management …  including strategy, marketing, innovation, growth opportunity identification, interna...
PKA is well qualified to help in many types of growth management projects, because of… <ul><ul><li>Results </li></ul></ul>...
<ul><li>Vision-Based Growth Strategy… linking to a Strategic Action Plan </li></ul><ul><li>Strategic Plan and/pr Strategic...
What makes PKA different   Quality of senior, knowledgeable people from premier consulting & client firms Cost effective s...
3 reasons why we believe PKA is a superior resource for many Growth Management projects <ul><li>Client:  “We Made the  Bes...
Important things you should know about our project  Dream Team  people <ul><ul><li>We’re successful, proven, senior consul...
We believe our relevant, proven and ‘seniors’ PKA  dream teams  provide the ideal combination of expertise and experience ...
Additional PKA  Dream Teams’  qualifications <ul><ul><li>Because any project-related effort PKA works on is critical to yo...
Additional PKA  Dream Teams’  qualifications <ul><ul><li>PKA also has a strategic alliance with Gary Vaynerchup and Vayner...
<ul><li>Retainers/Per Diems (Usually 1-3/Days Per Month) --- Peter Klein </li></ul><ul><li>$___k/day + direct travel expen...
As you might expect, we sometimes struggle a bit initially with a consulting task/project… <ul><li>We always want to be ve...
Our deliverables, outputs work!
Now the hard part:   Ask us to rehearse for a role and write a Proposal for a key growth management issue you have
PKA Project  Dream Team  Member Bio’s ( Not  An All-Inclusive List)
<ul><li>PK Associates is an informed, insightful and results-driven firm to Executive Management  </li></ul><ul><li>that h...
From March, 2001 through September, 2005, Peter Klein was Senior Vice President and Corporate Officer of The Gillette Comp...
Companies/Divisions InBev / Anheuser-Busch **** Gillette Company* (Sale to Procter & Gamble) Nabisco** (2000 Auction/Sale ...
Example  references for Peter Klein follow…  kindly  inform Peter  in advance of contacting anyone   so he can call and as...
Dave Moran (CT-Based) <ul><li>Dave spent the first 8 years of his career advancing rapidly through brand management respon...
Across a wide range of organic growth related strategic and executional issues 25 Years Experience With World Class Brands...
Innovation Foundations New Beverage Categories for Pepsi-Cola Packaging Innovations for Pepsi-Cola Leveraging Social Respo...
Dave Moran -  cont’d Plans & Strategy Kraft Marketing Services Strategic Plan Kraft Category Business Team Strategy and St...
Kate Newlin (NY-Based) <ul><li>25 years of broad-ranging client consulting experience, including consumer, retail,  </li><...
<ul><li>Example project work </li></ul><ul><li>Consumer Brands </li></ul><ul><li>Numerous introductions and repositionings...
<ul><li>Example project work – cont’d </li></ul><ul><li>Healthcare </li></ul><ul><li>Janssen Pharmaceutica (division of Jo...
<ul><li>S enior marketing strategist with over a twenty-five year record of delivering growth for a variety </li></ul><ul>...
Gary Vaynerchuk (NY-Based) Internet Mktg/Branding   Retail   X  X  <ul><li>Gary Vaynerchuk of VaynerMedia and of WineLibra...
Clark Murray (CT-Based) <ul><li>Consulting career includes leading Marketing/Growth Strategy practices at three major cons...
Bob Urbain (CT-Based) <ul><li>Bob has extensive client-based marketing, business development and general management experi...
Ellen Howse (NY-Based) <ul><li>Ellen specializes in strategic business planning and new product development.  She has also...
SENIOR LEVEL MARKETING PROFESSIONAL Proactive, performance driven leader, with proven results.  Extensive experience in bu...
Avery has 30 years of diversified general management experience in professional marketing services, consumer packaged good...
Tom Hernquist (PA-Based) Tom is an accomplished, results-driven business executive and senior consultant with special expe...
Amy Blumkin (NJ-Based) Amy is a marketing and growth management consultant Amy’s marketing and strategic planning career s...
Lori Halivopoulos   (NJ-Based) <ul><li>Lori is a senior marketing and strategy executive with 24+ years of business experi...
Tom Evangelista (CT-Based) Tom specializes in restructuring and building company and category portfolios, and throughout h...
Diane Dubovy Benke (CT-Based) Diane specializes in strategic planning, brand strategy and marketing research… her consulti...
Norma Collier (CT-Based) <ul><li>Norma Collier has been active in many facets of business over the last twenty-five years....
Mohan Mehre (NY-Based) <ul><li>Over 25 years of management experience in business strategy, brand marketing, sales plannin...
Frank Blod (CT-Based) <ul><li>Frank has 23+ years of management consulting experience in the Consumer Products Industry (o...
<ul><li>Kevin’s background includes ten years of line management experience in marketing, sales, and general management po...
Strategy Consulting Experience – Topics <ul><li>Selling </li></ul><ul><li>Channels & Alliances </li></ul><ul><li>Physical ...
Kevin’s consulting experience:  many of the best marketers and retailers in the world Kevin Price -  cont’d
Jack Egan (NY-Based) <ul><li>A results focused executive with a proven record of developing and delivering organic sales g...
Ned Guillet (CA & Massachusetts-Based) <ul><li>27+ years in Human Resources at The Gillette Company (Corporate Officer and...
Jim Lamie (Massachusetts-Based) <ul><li>25+ years of achievement in Marketing/Sales (21 years in Marketing Management role...
David Owens (FL-Based) <ul><li>David was formerly the Executive Vice President, Global Strategy & Business Development for...
Elyse Greenbaum (NJ-Based) <ul><ul><ul><li>Elyse is a highly analytical and resourceful consultant with 20+ years of exper...
<ul><li>30 years of experience consulting and client-based marketing and planning; specializing in domestic and internatio...
<ul><li>Eleanor and PKA work with the below individual on projects in Asia: </li></ul><ul><li>Dr. Shlomo Weber, a professo...
<ul><li>EASTERN EUROPE AND RUSSIA   </li></ul><ul><li>Ukraine – This is the second largest country in Europe with almost 5...
<ul><li>Dave Hull brings 40+ years of cross-functional expertise in general/supply chain management to include small compa...
Pk Associates Intro March 2010
Pk Associates Intro March 2010
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Pk Associates Intro March 2010
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Pk Associates Intro March 2010
Pk Associates Intro March 2010
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Pk Associates Intro March 2010
Pk Associates Intro March 2010
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  • Pk Associates Intro March 2010

    1. 1. Introduction to PK ASSOCIATES (Including BIO’s of Project ‘Dream Team’ Members) MARCH 2010
    2. 2. SUMMARY See website for details (www.pkassoc.com) <ul><li>Overview </li></ul><ul><li>Growth Management consultancy </li></ul><ul><li>Senior management and corporate officer proven experience across consulting project or advisory/ of counsel services </li></ul><ul><li>Proven track record in blue chip companies and management consultancies on growth management and execution: </li></ul><ul><li>strategy, planning, new business opportunity identification, marketing strategy & execution, organizational design/motivation/ </li></ul><ul><li>teaming, new product development, innovation, acquisition/divestitures… plus growth and new business development process </li></ul><ul><li>A strong client orientation, delivering improved results across business, financial and shareholder value </li></ul><ul><li>Philosophy of consulting: bring fact-based, analytic skills with seasoned experience and judgment </li></ul><ul><li>Full process leadership from insight to ideation to strategy to implementable action plan </li></ul><ul><li>Collaboratively partner with CEO's and senior leaders </li></ul><ul><li>Believe in assignments that are clearly important to the organization </li></ul><ul><li>Mission </li></ul><ul><li>PK Associates is an informed, insightful and results-driven management consultancy, providing advisory retainers/per diems as well as project 'dream teams' to CEO's and senior management… </li></ul><ul><li>and holds itself to higher standards of added-value and client satisfaction for delivering meaningful client results </li></ul><ul><li>The consumer and/or customer comes first in our demand-driven economy … </li></ul><ul><li>we help companies look externally, and internally, at their business relative to more predictable and profitable growth </li></ul><ul><li>PKA focuses on optimizing consumer, market, customer and competitor facts and insights, and how they contribute to building </li></ul><ul><li>brand and company value… recognizing a company's core skills and asset base plus capital and people resources </li></ul><ul><li>We believe in articulating clear, focused strategy and executional how to's to senior and middle level executives with ownership </li></ul><ul><li>and buy-in by the managers who must execute… we have developed several Best Practice growth processes for ensuring that </li></ul><ul><li>recommended strategies, growth solutions, and tactics are practical, make sense and have economic rationale </li></ul><ul><li>We deliver solutions, big ideas and implementable management processes if/when needed </li></ul><ul><li>Depending on a client’s need, Peter Klein provides per diem or retainer services for advisory/’of counsel’ work… </li></ul><ul><li>and on a formal project basis, with a customized Dream Team of proven senior consultants with significant client-based </li></ul><ul><li>experience (20-35+ years), grounded in left brain driven fact-based and need-to-do analytics  plus right brain-driven creativity, </li></ul><ul><li>experience and good business judgment… no juniors on any PKA project teams… </li></ul><ul><li>PKA’s Dream Teams are proven senior professionals customized to each client and their project need </li></ul>
    3. 3. PKA focuses on Growth Management … including strategy, marketing, innovation, growth opportunity identification, internal NPD and acquisition Experienced Insightful Action-Oriented Collaborative Tailored Approach Objective Full-Picture Thinkers We combine strategic business management and marketing/sales/ business development expertise with rigorous fact-based analytics and disciplined consumer work when appropriate… generating proprietary insights to drive more consistent and predictable growth We turn insights into actionable implications and recommendations While we have proven tools and techniques that can be applied, we do not believe in cookie-cutter solutions or processes… each client is unique By working closely with clients, we are able to build support, avoid surprises, and gain momentum throughout the organization We are independent with no vested interest in downstream services… we are objective in all our recommendations and outputs We worked for a broad range of clients… we bring cross-industry insights & best practices to the table We average 25-35+ years experience in premier brand/marketing/sales and institutional management consultancies plus line experience in consumer products and other companies… and functional expertise across sales, marketing, operations, M&A, direct marketing, new product development, innovation, social media/networking, general management
    4. 4. PKA is well qualified to help in many types of growth management projects, because of… <ul><ul><li>Results </li></ul></ul><ul><ul><li>PKA delivers actionable strategies, plans, processes and “how to’s” that clients own </li></ul></ul><ul><ul><li>PKA Core Competency </li></ul></ul><ul><ul><li>Growth management, including market-driven innovation and new products, is our core competency </li></ul></ul><ul><ul><li>Best Practices Leverage </li></ul></ul><ul><ul><li>We are able to leverage to a client’s advantage PKA Dream Team proven seniors who have been there and done it on the client side and in consulting… content + people chemistry </li></ul></ul><ul><ul><li>We know innovation and growth management </li></ul></ul><ul><ul><li>Ownership Approach/Process </li></ul></ul><ul><ul><li>PKA’s retainers and team approach on project work ensures that key senior managers champion and embrace project outputs at clients </li></ul></ul><ul><ul><ul><li>We collaborate with and leverage key operating and staff managers to assure ownership and buy-in… and avoid wheel-spinning </li></ul></ul></ul><ul><ul><ul><li>We use relevant processes, not ones that may be relevant and proprietary to a consultancy but not to the client! </li></ul></ul></ul>
    5. 5. <ul><li>Vision-Based Growth Strategy… linking to a Strategic Action Plan </li></ul><ul><li>Strategic Plan and/pr Strategic Planning Process, including Development Plan </li></ul><ul><li>Total Innovation… what is it, why important; process for achieving across </li></ul><ul><li>big bang, incremental and continuous improvement ideas </li></ul><ul><li>Strategic Growth Opportunity Area (SGOA) Identification and Qualification </li></ul><ul><li>Internal New Product Development and/or Process </li></ul><ul><li>Acquisition and Divestiture… across strategic and financial value, manageability </li></ul><ul><li>and/or transition planning </li></ul><ul><li>Organizational Alignment and/or Structure </li></ul><ul><li>Peter Klein directs and is involved in all retainer and project work, and chooses the Dream Team of proven senior professionals customized to each client and their need… </li></ul><ul><li>all PKA Dream Team project members are proven seniors only, sign client confidentiality agreements, and have worked with Peter Klein for 10-30 years </li></ul>PKA provides retainer, per diem and project consulting services… including worksession facilitation, across the below growth management areas
    6. 6. What makes PKA different Quality of senior, knowledgeable people from premier consulting & client firms Cost effective solutions <ul><li>We worked many years for premier consulting firms </li></ul><ul><ul><li>e.g. The Cambridge Group, Marketing Corp of America, Booz Allen Hamilton, McKinsey, others </li></ul></ul><ul><li>Senior, experienced people work with you from start to finish </li></ul><ul><ul><li>They scope out the project and are responsible for project delivery (directed by Peter Klein) </li></ul></ul><ul><li>We leverage a large network of proven, results-driven external experts… </li></ul><ul><li>pulling them into project teams as required </li></ul><ul><li>We have lower overhead and infrastructure costs versus institutional consultancies </li></ul><ul><ul><li>Resources (consultants, admin support) come together as needed for each project, which keeps PKA’s overhead low </li></ul></ul><ul><ul><li>Most of PKA’s work comes from clients who have known us in the past and who we want to work with… we have no sales and marketing expenses, and pay no bonuses </li></ul></ul><ul><li>NET / NET </li></ul><ul><li>We offer clients cost-effective ways to </li></ul><ul><li>solve their strategic and executional growth </li></ul><ul><li>challenges </li></ul>
    7. 7. 3 reasons why we believe PKA is a superior resource for many Growth Management projects <ul><li>Client: “We Made the Best Choice ” </li></ul><ul><li>Relevant & Differentiated Team on Content + Chemistry </li></ul><ul><li>Proven seniors-only across consumer products, other industries and consulting </li></ul><ul><li>Client-based + consulting experience in executive/senior positions… Board-level profiles </li></ul><ul><li>Growth management and acquisition/integration across strategy, planning and implementation </li></ul><ul><li>Large and medium size company experience </li></ul><ul><li>Collaborative process and people to assure client buy-in, ownership of outputs </li></ul><ul><li>Relevant Industry, Channels & Functional Experience </li></ul><ul><li>Consumer Products and other industries plus multiple categories </li></ul><ul><li>Multiple channels </li></ul><ul><li>Corporate and general management, marketing, sales, finance, HR, new product development, </li></ul><ul><li>operations, external business development…and consulting experience </li></ul><ul><li>Principles, Processes and Tools for Time Saving and Value-Added </li></ul><ul><li>Content Delivery </li></ul><ul><li>Across growth management, including strategic planning, innovation, new product development, acquisition/integration, and social media/networking </li></ul>
    8. 8. Important things you should know about our project Dream Team people <ul><ul><li>We’re successful, proven, senior consultants with diverse, practical line management and consulting backgrounds </li></ul></ul><ul><ul><li>We have a passion for helping clients build profitable business </li></ul></ul>Good senior, proven PKA ‘dream team’ people, supported by a team working against an agreed-upon work plan, will over-deliver against client expectations Good People Results + <ul><ul><ul><li>PK Associates </li></ul></ul></ul><ul><ul><ul><li>Experienced, proven, senior consultants </li></ul></ul></ul><ul><ul><ul><li>Line, staff & consulting industry experience </li></ul></ul></ul><ul><ul><ul><li>Team support… work collaboratively … </li></ul></ul></ul><ul><ul><ul><li>we ‘wear’ well (people chemistry-wise) with the clients </li></ul></ul></ul><ul><ul><ul><li>who have to approve and implement the deliverables </li></ul></ul></ul>Reverence for facts and discipline Diligent approach and work plan Ready to re-plan project if conditions warrant Unique implementable solutions Owned by senior and middle management Working a Plan with Management =
    9. 9. We believe our relevant, proven and ‘seniors’ PKA dream teams provide the ideal combination of expertise and experience for many client growth needs <ul><li>All are successful, proven veterans with diverse senior line and staff management </li></ul><ul><li>plus consulting experience… </li></ul><ul><li>who work collaboratively and have outstanding people chemistry skills </li></ul><ul><ul><li>Extensive experience across: </li></ul></ul><ul><ul><ul><li>Growth management (opportunity identification, planning and implementation) </li></ul></ul></ul><ul><ul><ul><li>Organic growth/internal new product development </li></ul></ul></ul><ul><ul><ul><li>External business development… acquisitions & divestitures, including assessing and developing strategic value, financial value, manageability and integration plans/implementation </li></ul></ul></ul><ul><ul><ul><li>Integrating multiple SBU businesses post-acquisition </li></ul></ul></ul><ul><ul><ul><li>Analytics, fact-based analysis… e.g., situation assessment, pricing, etc. </li></ul></ul></ul><ul><li>Our PKA dream teams have the right values and people chemistry for critically </li></ul><ul><li>important projects </li></ul><ul><ul><li>Team players, focused on the client winning over time… mature, objective, with no political axes to grind </li></ul></ul><ul><ul><li>Hands-on, roll-up-the-sleeves, collaborative, yet experienced leaders… attending (and leading when appropriate) informal and formal worksessions </li></ul></ul><ul><ul><li>Diligence, persistence, reverence for facts, analytics/analyses… balanced by sound business judgment </li></ul></ul><ul><li>References provided on request </li></ul>
    10. 10. Additional PKA Dream Teams’ qualifications <ul><ul><li>Because any project-related effort PKA works on is critical to your long-term success, you need a consulting firm that will commit a significant amount of senior resources as well as the active involvement of its senior consultants on a day-to-day basis (on-premise whenever needed for informal and formal meetings, discussions, fact gathering, etc.) </li></ul></ul><ul><ul><ul><li>Our approach always includes such active senior involvement, not just to attend meetings and review work, but to be fully involved in the development and delivery of that work… no juniors allowed on your projects! </li></ul></ul></ul><ul><ul><li>Because this effort must help you broaden your thinking about new ways to profitably grow, you need an external resource that specializes in understanding the marketplace and helping clients profitably grow </li></ul></ul><ul><ul><ul><li>All of our work is focused on addressing growth strategy/implementation and assuring a client organization that supports the Plan… since they must implement it </li></ul></ul></ul><ul><ul><li>Clients need a resource that is experienced and comfortable working with senior management in architecting a growth strategy and plan(s)… and working through the growth management planning issues and process if needed </li></ul></ul><ul><ul><ul><li>We do this for a living … we focus on growth management… and we have senior management client-based and Board level experience </li></ul></ul></ul><ul><ul><li>Tight project timing requires the quick understanding of external market forces and the experience to enable timely expertise and insights </li></ul></ul><ul><ul><ul><li>PKA dream teams are recognized as consumer products industry experts, with significant experience across an array of relevant industries and business issues </li></ul></ul></ul><ul><ul><li>Because project success demands the involvement and ownership of key senior managers, you need a resource experienced in working collaboratively with your teams and in being effective operating in the background </li></ul></ul><ul><ul><ul><li>PKA’s dream team approach/philosophy is that a project is never “a PKA project” per se … </li></ul></ul></ul><ul><ul><ul><li>rather, we support our client team members in taking ownership of, and receiving recognition for, the effort </li></ul></ul></ul>
    11. 11. Additional PKA Dream Teams’ qualifications <ul><ul><li>PKA also has a strategic alliance with Gary Vaynerchup and VaynerMedia, a leading social media/networking industry ‘guru’, author (Gary’s CRUSH IT book, focused on social media, was #2 on NY Times non-fiction best seller list) </li></ul></ul><ul><ul><ul><li>See appendix for BIO on Gary Vaynerchuk and his websites and links to numerous TV and radio appearances </li></ul></ul></ul><ul><ul><ul><li>Gary and/or VaynerMedia participate as PKA project team members on projects that make sense (i.e., when social media / networking strategy and execution is an important element) </li></ul></ul></ul>
    12. 12. <ul><li>Retainers/Per Diems (Usually 1-3/Days Per Month) --- Peter Klein </li></ul><ul><li>$___k/day + direct travel expense, if any + __% administrative fee for phone/fax/courier/admin support/materials/secondary business research </li></ul><ul><li>Dream Team Projects (Usually 1-6 Months) </li></ul><ul><li>Consulting fees for a PKA seniors-only Dream Team project usually run $75-200k/month (+ __% administrative fee + out-of-pocket travel + primary research if needed), about 50-80% below an institutional consultancy monthly fee and with no juniors on PKA project teams… </li></ul><ul><li>project fees and expenses are detailed in a specific Project Proposal that includes: </li></ul><ul><ul><ul><ul><ul><li>Proposal’s Key Messages </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Results Expected from Project </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Company’s Current Situation and Key Questions/Issues to Address </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Project Objectives and Benefits Company Will Receive </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Overall Project Output / ‘Deliverables’ </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Overall Project Approach and Scope… Including Key Timing/Dates and Milestone Meetings/Presentations/Outputs </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Methods to Achieve the Project Objectives </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>For Each Phase/Step: Major Objective(s), Key Activities/Timing, Output / ‘Deliverables’ for Each Phase & Step </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Project Team: Including Individual Titles, Qualifications, Project Role and Each Team Member’s % of Time Allocated </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>to Project (Overall and By Phase) </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>PKA Qualifications and References </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Project Costs & Invoicing </li></ul></ul></ul></ul></ul><ul><ul><ul><li>… PKA Consulting Fees, Expenses (i.e., estimated Travel + direct costs if needed for any primary market/consumer/customer </li></ul></ul></ul><ul><ul><ul><li>research + 7% administrative fee for phone/fax/courier/admin support/materials/secondary business research) </li></ul></ul></ul><ul><ul><ul><li>… Timing of invoicing of fees and expenses, and payment terms </li></ul></ul></ul> PKA Fees
    13. 13. As you might expect, we sometimes struggle a bit initially with a consulting task/project… <ul><li>We always want to be very clear and careful with how we phrase things, since we really don’t know upfront a client’s real ‘culture’ and real business issues/opportunities </li></ul><ul><li>… however, we ultimately always come up with a great thinking and need-to-do analysis plus solutions that work, are executable and manageable! </li></ul>
    14. 14. Our deliverables, outputs work!
    15. 15. Now the hard part: Ask us to rehearse for a role and write a Proposal for a key growth management issue you have
    16. 16. PKA Project Dream Team Member Bio’s ( Not An All-Inclusive List)
    17. 17. <ul><li>PK Associates is an informed, insightful and results-driven firm to Executive Management </li></ul><ul><li>that holds itself to higher standards of added-value and client satisfaction for meaningfully </li></ul><ul><li>improved client results... because, at the end of the day, that's what it is all about, RESULTS </li></ul><ul><li>Peter Klein - Founder </li></ul><ul><li>I am a balanced brain and live at the intersection of fact-based, information-driven insights, disciplined </li></ul><ul><li>learning, and proven, experience-driven sound judgment… to deliver solutions, big ideas and implementable </li></ul><ul><li>management process(es), across: growth management strategy and planning, including new product </li></ul><ul><li>development and M&A (assessment, valuation and integration planning), strategic planning, including a </li></ul><ul><li>process that works, marketing strategy and solutions, and organizational structure and motivation </li></ul><ul><li>I work seamlessly providing direction, guidance and input from insight to ideation to strategy to Monday </li></ul><ul><li>morning action plans... with facts and good seasoned judgment guiding creativity at every step </li></ul><ul><li>I have a fierce client ROI orientation... I live by metrics and measurably improved results </li></ul><ul><li>I will not accept an engagement role unless I am certain I/we can add meaningful value </li></ul><ul><li>I will not accept an engagement unless it is clearly important to the client </li></ul><ul><li>If my counsel, advice and content (deliverables) don’t yield significant added-value and client satisfaction, </li></ul><ul><li>we have not done our job! </li></ul><ul><li>Humor is not an elective course! </li></ul>Peter Klein (NY & FL-Based) Strategy/ Sales/ Compet . Planning Mktg/New Prdts Retail M&A HR Assm’t X X X X X X
    18. 18. From March, 2001 through September, 2005, Peter Klein was Senior Vice President and Corporate Officer of The Gillette Company, responsible for Strategy and Business Development and reporting to the Chairman/CEO. Mr. Klein was asked to stay for up to a one year transition period, but decided to leave Gillette following change-in-control to P&G on October 1, 2005; and returned to operate from his Rye, NY and Naples, FL offices. Previously he was Executive Vice President and Corporate Officer of Corporate Strategy, Business Development, Marketing Services and Global e-Business at Nabisco Holdings Corp. from January 1998 through December, 2000, departing Nabisco along with other senior executives following Nabisco’s acquisition by Phillip Morris/Kraft Foods in late December, 2000 Mr. Klein directed Nabisco’s long-term strategy, assured the alignment of corporate strategies with operating unit and functional group plans, developed and implemented cross-company internal and external business development (acquisitions, divestitures, licensing, JV’s), and directed integrated marketing intelligence, marketing services (i.e. market research, consumer promotions, media buying) and global e-Business. He also directed the Nabisco acquisition of United Biscuit (voted 'European deal of the year' in 2000) and the auction of Nabisco (largest auction of a U.S.-based public company and voted 'U.S. deal of the year' in 2000) Mr. Klein joined Nabisco from The Cambridge Group, where he was a Partner / Managing Director of its east coast office, which he opened in 1991. Mr. Klein came to Nabisco with 17 years of management consulting experience. Prior to joining The Cambridge Group, he was a senior partner at Marketing Corporation of America, where he led the Consumer Products management consulting practice Before consulting, Peter worked in line sales, marketing and business development at Sterling Drug (Vice President, Business Development), The Gillette Company (Director of Marketing & Sales for Braun North America and Group Marketing Manager in Personal Care), Johnson & Johnson (Consumer Trade Promotion and Marketing), and Richardson-Merrell (Field & Headquarter Sales) Peter was educated at Syracuse University (B.S. in Marketing & Finance, '68) and Harvard Business School (MBA '71), holds two U.S. patents, and has published articles and given speeches on: growth, innovation, cross-functional business teams, acquisition, new product development, private label, business success factors, etc. He is on Syracuse University’s Whitman School of Management academic advisory board, was an outside Director on North Carolina A&T’s Business School advisory board and was a Director on the Braun Board, and is a private investor in start-up new ventures He currently provides ‘of counsel, advisory’ consultative services to CEO’s and senior executives, and speaks/presents across a number of business management and process topics based on his strategic and hands-on experience working for blue chip public companies as well as management consultancies. Advertising Age in their October 3, 2005 edition recognized Peter as one of 10 Innovators (2 page article) and THE DEAL.COM did a 4 page article on Peter in their May and June 2007 online website and their magazine (both articles available on the website under Biography: www.pkassociates.com) PK ASSOCIATES has offices in Rye, NY and Naples, Florida Peter Klein - cont’d
    19. 19. Companies/Divisions InBev / Anheuser-Busch **** Gillette Company* (Sale to Procter & Gamble) Nabisco** (2000 Auction/Sale to Phillip Morris/Kraft Foods) Rembrandt Nanfu (Battery Company in China) Zooth (Children’s Toothbrush Company Spectrum Brands Favorite Brands (Nabisco Acquisition from Bankruptcy Canale (Argentina; Nabisco Acquisition) United Biscuits*** (2000 Acquisition by Nabisco) Nabisco Canada Grocery Products (Divestiture) Richardson-Vicks (Acquisition Life Savers Company (Squibb Divestiture to Nabisco Brands Kraft Foods (Phillip Morris Acquisition) Kraft Foods + General Foods (Merger within Phillip Morris) Tropicana (Acquisition) Ocean Spray (Acquisition; JV) Tree Top (Acquisition) Austin Foods (Acquisition Hunt-Wesson (Acquisition) Mennen (Acquisition) Neutrogena (Acquisition Spice Island (Acquisition) Stokley-Van Camp (Acquisition; Gatorade, etc.) Progresso (Ogden Corp Divestiture to Pet Foods) Lender’s Bagels (Kraft Foods Divestiture) Delimex Frozen Foods (Acquisition by Fenway Partners) Brands/Lines Breath Savers/Ice Breakers Mints + Ice Breakers/Carefree/Bubble Yum Gums + Royal Gelatin (Nabisco Divestitures to Hershey & other firm) Fleischmanns/Parkay Margarine (Nabisco Divestiture) College Inn (Regional Broth; Nabisco Divestiture) Best Foods’ Bakery Business (Entenmanns, etc.; Divestiture) Mitchum (Anti-Perspirant; Acquisition) Choco-Milk (Milk Additive/Mexico; Acquisition) Chun King (Chinese Foods; Acquisition) Pine Sol & Combat (Household Products; Acquisitions) Gatorade & Snapple (Quaker Oats Divestiture) Black Diamond (Cheese/Canada; Acquisition) Ortega (Mexican Foods; Acquisition) Saffola (Margarine, Oils; Acquisition) Sunny Delight (Doric Foods) Maalox (Antacid; Acquisition) OTC Drugs + HH Products + Rx-To-OTC Switch (Miles Labs) OTC Drugs + Rx-To-OTC Switch (Marion-Dow) * Largest global CP Industry deal in 2005; voted deal of the Year in the U.S. and Europe ** Voted Deal of the Year in U.S. in 2000; largest auction ever at that time of a U.S.-based public company *** Voted Deal of the Year in Europe in 2000 **** Largest global CP Industry Deal of 2008 X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X Acquisitions & Divestitures Experience Not All-Inclusive List Peter Klein - cont’d Strategic Value Financial Value Transition Plan Organization Dev.
    20. 20. Example references for Peter Klein follow… kindly inform Peter in advance of contacting anyone so he can call and assure folks respond quickly References <ul><ul><li>Jim Kilts (Sr Partner, Centerview Partners; ex-Chairman/CEO, Gillette & Nabisco; ex-CEO, Kraft Foods) </li></ul></ul><ul><ul><li>David Rickard (ex-CFO, CVS; ex-CFO, RJR-Nabisco; ex-SVP Finance at GrandMet and Pillsbury) </li></ul></ul><ul><ul><li>Sandra Peterson (President, Bayer Diabetes Care GBU & Devices GBU) </li></ul></ul><ul><ul><li>Gary Rodkin (CEO, ConAgra; ex-PepsiCo Beverages President) </li></ul></ul><ul><ul><li>Chuck Cramb (CFO, Avon; ex-Gillette CFO) </li></ul></ul><ul><ul><li>Robert Sharpe (General Counsel, ConAgra Foods; ex-Gen Counsel at PepsiCo & RJR-Nabisco) </li></ul></ul><ul><ul><li>Irene Rosenfeld (CEO, Kraft Foods; ex-CEO, Frito-Lay) </li></ul></ul><ul><ul><li>Ian Cook (CEO, Colgate-Palmolive) </li></ul></ul><ul><ul><li>Roger Deromedi (Chairman, Pinnacle Foods; ex-Kraft Foods CEO) </li></ul></ul><ul><ul><li>Carlos Brito (CEO, Anheuser-Busch InBev) </li></ul></ul><ul><ul><li>David Peacock (President, Anheuser-Busch InBev – U.S.) </li></ul></ul><ul><ul><li>David West (CEO, Hershey; ex-Nabisco Biscuit Division Finance Head) </li></ul></ul><ul><ul><li>Ed Lonergan (CEO, JohnsonDiversey; ex-President of Gillette Europe; ex-P&G) </li></ul></ul><ul><ul><li>Rick Lenny (Ex-CEO, Hershey; ex-Nabisco Biscuit Division President; ex-Kraft Foods) </li></ul></ul><ul><ul><li>Doug Conant (CEO, Campbell Soup Company; ex-President of Nabisco’s US Foods Group; ex-Kraft Foods) </li></ul></ul><ul><ul><li>Ed Shirley (President, P&G Personal Care Global Business Unit; ex-Gillette International President) </li></ul></ul><ul><ul><li>John Bowlin (ex-Chairman, Spectrum Brands; ex-President, Miller Beer and Kraft NA) </li></ul></ul><ul><ul><li>Neil DeFeo (CEO, Sun Products Corp; ex-CEO, Playtex Products and Remington Products) </li></ul></ul><ul><ul><li>James White (CEO, Jamba Juice; ex-President, Safeway’s Consumer Products Division) </li></ul></ul><ul><ul><li>Carl Johnson (SVP Strategy/Planning, Business Development and R&D, Campbell Soup Company; ex-EVP of Kraft Fioods U.S. Meals & Enhancers division) </li></ul></ul><ul><ul><li>Cavan Redmond (President, Pfizer/Wyeth Global Consumer Health Care and Nutritionals business units) </li></ul></ul><ul><ul><li>Paul Sturman (President, Pfizer/Wyeth Global Consumer Health Care) </li></ul></ul><ul><ul><li>Jeff Ansell (ex-President, P&G’s Iams SBU; ex-CEO, Pinnacle Foods) </li></ul></ul>ADDITIONAL References Available for Peter Klein and Other PKA Dream Team Members; see end of this material for a copy of an article on Peter Klein
    21. 21. Dave Moran (CT-Based) <ul><li>Dave spent the first 8 years of his career advancing rapidly through brand management responsibilities with General Foods and International Playtex. Subsequently, Dave transitioned from corporate line marketing management to strategy consulting where he addressed a wide array of growth issues across a variety of industries, Fortune 500 companies and global brands </li></ul><ul><li>  </li></ul><ul><li>Prior to founding Marketing Driven Solutions, Dave was a leader of three successful consulting organizations: Marketing Corporation of America, The Cambridge Group and Fusion 5. He is a recognized expert in generating growth through innovation, brand building and portfolio strategy. Dave is a Synectics trained and experienced facilitator of group brainstorming, collaborative team strategy development and problem solving sessions. Examples of consulting engagements: </li></ul><ul><ul><li>Lunchables growth & development platform and products for Oscar Mayer ($750+mm sales); part of Peter Klein led-team </li></ul></ul><ul><ul><li>Developed a Growth Strategy and Plan for Kraft Kitchens; part of Peter Klein team </li></ul></ul><ul><ul><li>Developed Kraft &quot;Simple Answers' meal solution program for Kraft Foods; part of Peter Klein team </li></ul></ul><ul><ul><li>Created a holistic teen snacking strategy and development for Nabisco Biscuit (part of Peter Klein team) </li></ul></ul><ul><ul><li>Developed multi-channel brand strategy and positioning for Green Mountain Coffee Roasters </li></ul></ul><ul><ul><li>Architected beverage innovation foundation for Pepsi-Cola North America </li></ul></ul><ul><ul><li>Developed a process for “Unlocking Innovation” for a global food leader </li></ul></ul><ul><ul><li>Created Baked Snacks platform concept for Frito-Lay </li></ul></ul><ul><ul><li>Led diverse team of internal/external packaging experts to develop consumer insights and packaging innovations for Pepsi-Cola </li></ul></ul><ul><ul><li>Developed meal preparation segmentation for Reynolds Metals including implications for kitchens/recipe strategies </li></ul></ul><ul><ul><li>Built integrated Marketing / Sales Growth Strategy for Walt Disney World; part of Peter Klein team </li></ul></ul><ul><ul><li>Identified new vehicle platforms (6) and concepts (30) for Ford </li></ul></ul><ul><ul><li>Created brand knowledge strategy for Dell </li></ul></ul><ul><ul><li>Built a multi-channel shopper segmentation for Gillette </li></ul></ul><ul><ul><li>Invented breakthrough college student acquisition programs for Bank of America </li></ul></ul><ul><li>  </li></ul><ul><li>Dave received a B.A. in Management and an MBA from Texas Christian University. He was awarded the Tandy Marketing Fellowship and Beta Gamma Sigma, National MBA Honor Society recognition. </li></ul><ul><li>He is member of the Board of Directors of Green Mountain Coffee Roasters </li></ul>Strategy/ Planning Mktg/New Prdts X X
    22. 22. Across a wide range of organic growth related strategic and executional issues 25 Years Experience With World Class Brands Dave Moran - cont’d
    23. 23. Innovation Foundations New Beverage Categories for Pepsi-Cola Packaging Innovations for Pepsi-Cola Leveraging Social Responsibility to Drive Growth Ford Trucks for Young Adults Consumer Platform Identification and Development Frito-Lay Baked Snacks P&G Teen Girls Personal Care Oscar Mayer Lunchables Kraft Meal Replacement Progresso RTE Soups Kraft Kitchens “Simple Answers” Meal Solutions Program Oscar Meyer Kiosk Program for 7-Eleven Russell Athletic Casual Wear Healthy Orange Based Foods for Florida Dept. of Citrus Chocolate Based Beverages for Hershey Category Innovation Pipelines/ Development Plans Progresso Foods Corporate Development Plan Oscar Mayer Corporate Development Plan Opportunity Areas and Vehicle Concepts for Ford General Foods International Coffees New Beverages for YUM! China Molson Canada Beer Portfolio Playtex Infant Feeding Next Generation System Duracell Equity Extension Plan Jhirmack Haircare Portfolio Expansion Wawa Fresh Foods Mini-Meal Snacks for Kraft News Marketing Concepts for Myron Manufacturing ACTIONABLE INNOVATION EXPERIENCE Dave Moran - cont’d
    24. 24. Dave Moran - cont’d Plans & Strategy Kraft Marketing Services Strategic Plan Kraft Category Business Team Strategy and Structure Development Kraft Kitchens Strategic Plan Led Green Mountain Coffee Advertising Agency Search Process Led Integration Planning And Execution of Kraft And General Foods Canada Sales Organizations Ford Engineering Vision and Innovation Portfolio Safeway Consumer Brands Innovation Strategic Plan and Roadmap Training Walt Disney World Marketing Organization Strategy Training Developed Several Modules for Ford Global Marketing Training Developed/Implemented “Buzz” Marketing Training for Green Mountain Coffee Roasters Led Kraft Foods Training on How To Grow “Small” Brands Kraft Foods Innovation Training Innovation Process/Best Practices Innovation Best Practices for VF Corporation “ Unlocking Innovation” Corporate Initiative for Kraft Foods Walt Disney World New Attraction Process Innovation Training for Walt Disney World Marketing Organization Invented Innovation Foundation Process New Innovation Process for Miller Brewing INNOVATION ENABLEMENT EXPERIENCE
    25. 25. Kate Newlin (NY-Based) <ul><li>25 years of broad-ranging client consulting experience, including consumer, retail, </li></ul><ul><li>healthcare, and business-to-business </li></ul><ul><li>5 years as President of Faith Popcorn’s BrainReserve </li></ul><ul><li>10 years as President of her own marketing communications consultancy, The Newlin Company </li></ul><ul><li>10 years as a senior executive of several agencies, including youngest executive vice </li></ul><ul><li>president and global creative director of Top 10 firm </li></ul><ul><li>A few quotes </li></ul><ul><li>“ Kate is quite simply one of the smartest individuals I've met in business. Her raw creativity, </li></ul><ul><li>coupled with a profound understanding of our culture, marketspace and consumers make </li></ul><ul><li>for remarkably actionable thinking” </li></ul><ul><li>(Jim Bechtold, Director, North American Customer Marketing, P&G) </li></ul><ul><li>“ Kate knows how to use &quot;tough love&quot; to help members of management understand their </li></ul><ul><li>potential for success. Her practical approach to defining the big picture with existing </li></ul><ul><li>company knowledge is remarkable… </li></ul><ul><li>She has a unique capability for creating a vision with wisdom borrowed from other </li></ul><ul><li>marketspaces.” </li></ul><ul><li>(Claire Babrowski, EVP, McDonald’s) </li></ul>Mktg/New Prdts X
    26. 26. <ul><li>Example project work </li></ul><ul><li>Consumer Brands </li></ul><ul><li>Numerous introductions and repositionings of products from The Procter & Gamble Company, including Ivory Soap, Abound Hair Conditioner, Rely </li></ul><ul><li>Tampon recall, UltraPampers, Attends, Tartar Control Formula Crest Toothpaste, and Orange Crush </li></ul><ul><li>Hershey new products </li></ul><ul><li>Multiple brand repositionings and new channel entrance strategies for The Campbell’s Soup Company, including Pepperidge Farm, Godiva Chocolatier and Kambly Cookies </li></ul><ul><li>Multiple General Foods brands, including Yuban Coffee and Entenmann’s Baked Goods </li></ul><ul><li>Nabisco, including repositionings for multiple brands: SnackWell’s, A.1, Milk-Bone, Knox Gelatin, Fig Newtons, Lifesavers, Care*Free </li></ul><ul><li>Sugarless Gum and Fleischmann’s Margarine, Baked Shop Initiative, Warm ‘n’ Chewy and Newtons </li></ul><ul><li>Weight Watchers, Inc. creation, development and global launch of WeightWatcher of the Year annual event </li></ul><ul><li>Quaker Oats marketing communications evaluation strategies and repositioning of pet snacks division for sale to H.J. Heinz </li></ul><ul><li>Repositioning of Lysol Disinfectant to capitalize on inherent anti-bacterial benefit </li></ul><ul><li>Hasbro’s repositioning to unite multiple acquisitions under one core competency </li></ul><ul><li>Repositioning and line extension for Pringles </li></ul><ul><li>Relaunch of 3 consumer product brands, each with annual sales in excess of $500 million each </li></ul><ul><li>New consumer credit card for major (confidential) financial institution </li></ul><ul><li>KitchenAid’s new channel strategy and consumer proposition </li></ul><ul><li>Western Publishing’s Little Golden Books product anniversary celebration </li></ul><ul><li>German Wine Industry, French Wine Industry, Korbel Champagnes and Brandy </li></ul><ul><li>Specialized Bicycle Components entry into mid- and lower-priced general consumer equipment </li></ul><ul><li>Gibson Greetings launch of new diversified business strategy </li></ul><ul><li>Galoob Toys refinanced launch to showcase its strength for sale </li></ul><ul><li>Guideposts Magazine business strategy contingency development pending the demise of the founder, Dr. Normal Vincent Peale </li></ul><ul><li>Family Circle Magazine business outreach to auto industry </li></ul><ul><li>S.C. Johnson & Co. categories of products, including personal care (Edge, Enhance Shampoos and Conditioners) and pest control (Raid) </li></ul>Kate Newlin - Cont’d
    27. 27. <ul><li>Example project work – cont’d </li></ul><ul><li>Healthcare </li></ul><ul><li>Janssen Pharmaceutica (division of Johnson & Johnson) national direct to patient launch of Hismanal </li></ul><ul><li>Burroughs-Welcome global business launch strategy development </li></ul><ul><li>Schering-Plough development of global new product launch </li></ul><ul><li>Rorer Pharmaceutical repositioning analysis of major consumer brand, Maalox </li></ul><ul><li>R.A. Becker, R.S.C.G, consumer strategy consultant to medical agency assisting clients with innovation direct-to-consumer initiatives </li></ul><ul><li>Retail </li></ul><ul><li>Pennzoil/Quaker State’s repositioning of Jiffy-Lube and its 1500 franchised and owned and operated locations </li></ul><ul><li>Repositioning of top tier, global (confidential) fast food chain to recognize core adult female constituency </li></ul><ul><li>Development and launch of the Waldenbooks Preferred Reader consumer loyalty program, as well as continuing consumer and thought and opinion leader crisis communication during Salmon Rushdie era </li></ul><ul><li>Development and launch of the LensCrafters Give-the-Gift of Sight program, which became one of the leading marketing supported charitable giving programs on a global basis, winning numerous national, government and international awards </li></ul><ul><li>Strategic development and launch for two successful catalogue start-ups: Title 9 Sports and TravelSmith </li></ul><ul><li>Business-to-Business </li></ul><ul><li>CIGNA’s new corporate healthcare strategy </li></ul><ul><li>Verizon’s recasting of existing equities to new audiences </li></ul><ul><li>GE Capital’s creation of a new division </li></ul><ul><li>New positioning for major (confidential) technology manufacturer </li></ul><ul><li>Guthy-Renker Corporation positioning and strategy for country’s leading infomercial firm </li></ul><ul><li>Textron strategy development to move from military to consumer products manufacturer </li></ul><ul><li>Standard Register business development into consumer and small business products, decreasing reliance on major corporate accounts </li></ul><ul><li>Wunderman Cato Johnson’s strategy to position itself as unique in the world of direct marketing, and distinct from competition and parent agency (Y&R) </li></ul>Kate Newlin - Cont’d
    28. 28. <ul><li>S enior marketing strategist with over a twenty-five year record of delivering growth for a variety </li></ul><ul><li>of consumer and customer-driven businesses, in the US and abroad </li></ul><ul><li>She excels at asset creation, specifically: </li></ul><ul><li>Growth Strategy Development/Planning; Marketing Plan Development, the Identification & Evaluation of New Opportunities, “Best Practice” Modeling & Implementation, Capability & Asset Leveraging, Brand Equity Extension, External Commercialization/“Strategic Licensing”, and Consumer & Customer Brand Positioning </li></ul><ul><li>Cathy has strong writing and presenting skills and is comfortable with high-level executives or as a </li></ul><ul><li>leader of multi-functional teams </li></ul><ul><li>Cathy has a strong background in client-side category/product management and has held line </li></ul><ul><li>marketing positions at a number of leading companies: </li></ul><ul><li>Citicorp (Vice President), Gaines Foods (Category Manager), Airwick Industries (Senior Product Manager), </li></ul><ul><li>Johnson & Johnson (Product Director) and Avon Products (Assistant Category Advisor) </li></ul><ul><li>Since 1989, she has worked with blue-chip clients such as Gillette, Colgate-Palmolive, Campbell </li></ul><ul><li>Soup, JohnsonDiversey, Playtex, Kraft Foods, IBM, and Land O’ Lakes and others </li></ul><ul><li>Professional awards include: </li></ul><ul><li>Advertising Age’s “Top 100 Clients of 1986” and a POPAI AWARD for “Pick of the Pros” </li></ul><ul><li>Cathy earned her MBA in Marketing from Columbia University and received a Bachelor of Arts </li></ul><ul><li>degree cum laude from Colgate University (where she was a member of the first class of freshmen </li></ul><ul><li>women) </li></ul>Cathy Thomas (NY-Based) Strategy/ Compet . Mkt Planning Mktg/New Prdts Assm’t Res X X X X
    29. 29. Gary Vaynerchuk (NY-Based) Internet Mktg/Branding Retail X X <ul><li>Gary Vaynerchuk of VaynerMedia and of WineLibrary has a role on select PKA dream teams (and/or VaynerMedia does) for specific insights and growth development specific to the importance of reaching targeted consumers ‘on their own terms’ with relevant and differentiated messaging… as well as bringing </li></ul><ul><li>insights from a retailer’s perspective </li></ul><ul><li>He is a well-recognized thought leader, consultant and well known ‘icon’ speaker in the social media/networking world… Gary’s latest book, CRUSH IT , introduced in October ‘09, reached #2 on the NY Times non-fiction best seller list as well as on Amazon’s books sold list… </li></ul><ul><li>Gary also owns the largest wine retailer in NJ (WineLibrary)… his www.winelibrary.com is the #1 internet wine retailer in the U.S. … he has over 800 daily live TV shows on: www.winelibrarytv.com… Gary has about 850k followers on Twitter, owns equity in Twitter, and is very close with Facebooks’ founder </li></ul><ul><li>Gary is the featured speaker globally frequently on the topic of branding and marketing using the internet, </li></ul><ul><li>and connecting with that audience… VaynerMedia is a branding ‘agency’ that works with personal brands, consumer brands, and startups and has worked with FORTUNE 500 companies, celebrities, athletes, entrepreneurs and has a constant finger on the pulse of the industry (see: www.vaynermedia.com) </li></ul><ul><li>Beyond VaynerMedia and WineLibraryTV, Gary owns and operates other websites, including: </li></ul><ul><li>winelibrary.com: For his NJ 39k square foot online store (won best website in Liquor/Wine Industry for 2 straight years; </li></ul><ul><li> broadcasts the only daily live TV blog in the wine industry with about 800 15-25 minute shows; an </li></ul><ul><li> example of his daily wine tv blog go to: www.winelibrarytv.com </li></ul><ul><li>garyvaynerchuk.com: Gary’s personal website that links to many of his speeches on social networking and to TV/Radio shows </li></ul><ul><li>he has appeared on, including Ellen DeGeneress, Conan O’Brien (twice), Nightline, Donny Deutsch’s </li></ul><ul><li>Big Idea, Jim Cramer's Mad Money, The TODAY Show, CNN, Spike TV, CBS Early Show, </li></ul><ul><li> The Jimmy Fallon Show, Fox TV, Fox Business, others </li></ul>
    30. 30. Clark Murray (CT-Based) <ul><li>Consulting career includes leading Marketing/Growth Strategy practices at three major consultancies: CSC, Kurt Salmon Associates and Digitas </li></ul><ul><li>Kraft General Foods (Director of Strategy/New Products, Oscar Mayer Foods) and Account </li></ul><ul><li>Management at J. Walter Thompson, Chicago </li></ul><ul><li>Health Care-related consulting experience for example (many other areas available too): </li></ul><ul><ul><li>For the US division of an international pharmaceutical company, developed strategy and plan (including market and competitor analysis, positioning development, testing and validation, partnering strategy, new product portfolio development and launch execution plan) for entering the OTC smoking cessation market </li></ul></ul><ul><ul><li>For a US medical devices company, led a Customer Relationship Management Business Requirements analysis that defined key processes and needs for the professional sales force, customer support and patient information functions </li></ul></ul><ul><ul><li>For a global medical devices company, led an assessment of internal customer needs (including domestic and international marketing, R&D, business development and customer support) leading to a total overhaul of the company’s global marketing research priorities, processes and organization </li></ul></ul><ul><ul><li>Education: BA and MA summa cum laude, The Ohio State University </li></ul></ul>Strategy/ Compet . Mkt Planning Mktg/New Prdts Assm’t Res X X X X
    31. 31. Bob Urbain (CT-Based) <ul><li>Bob has extensive client-based marketing, business development and general management experience in the US and globally </li></ul><ul><li>He was Divisional CEO of Boots Healthcare International (BHI), OTC Pharmaceutical Division of the Boots Company PLC, a major UK company, and was VP of International for the Block Drug Company (responsible for Latin America and Canada)… Bob was also VP/General Manager, N.A. for Campbell Soup’s Pepperidge Farm Biscuit Division, SVP Marketing for Tropicana Products, in various Marketing/General Management positions at the Dole Food Company, and began his career at General Foods (12 years holding increasingly responsible marketing positions in the U.S. and Europe in food and beverage products, including the development and introduction of Crystal Light low calorie drink mix) </li></ul><ul><li>Bob has high energy, and is a charismatic global leader with a consistent and proven track record of superior performance across top-tier US and European multinational companies… a ‘quick study’ with a strong bias for action , providing decisive leadership and sound strategic vision across all functional disciplines, developing exceptional organizational capabilities, achieving sales volume, market share, and profit goals. .. Bob brings strong skills in General Management and Consumer Products Marketing in the U.S., Europe, Latin America, and Canada… and his specific expertise is in leading start-ups, turnarounds, new business development and marketing, negotiating agreements, and acquisitions </li></ul><ul><li>Bob has an MBA in Marketing from the University of Southern California and a BA in Political Science from De Pauw University </li></ul><ul><li>Bob was a consultant to United Nations International Atomic Energy Agency (IAEA), Vienna, Austria (1981 – 1993); is the author of “Worldwide Food Irradiation Marketing Plan” ( published by IAEA); and is cross culturally astute and multi-lingual (English, Spanish, French) </li></ul>Strategy/ Compet . Mkt Planning Mktg/New Prdts Assm’t Res X X X X
    32. 32. Ellen Howse (NY-Based) <ul><li>Ellen specializes in strategic business planning and new product development. She has also worked on many retail-oriented assignments, driven by a combination of her branding skills and extensive customer marketing experience </li></ul><ul><li>Ellen has been a senior consultant since 2001, helping businesses transform ideas into strategies and actions that create enduring brand value. Her clients include Fortune 500 companies, mid-sized companies, not-for-profits and creative boutiques. She has more than 20 years of marketing and management experience across multiple product categories and multiple disciplines. Prior to consulting, Ellen held senior-level positions at Nabisco, Cadbury-Schweppes and CNBC. She has worked extensively in packaged goods (food, HBA/Rx-to-OTC drugs) and beverages, with added experience in retail, new media, luxury goods and nutraceuticals </li></ul><ul><li>In addition to extensive brand management, new product innovation and customer marketing expertise, Ellen also has strong strategy and planning skills. Her consulting experience includes (not all-inclusive): </li></ul><ul><li>Retained by a well-known luxury chocolatier to translate a high-level management consulting analysis into a breakthrough, </li></ul><ul><li>5-year operational growth plan. Also re-invented its innovation and new channels department and managed it on a long- </li></ul><ul><li>term, interim basis; created three new multi-million dollar product lines, including a new platform of ‘self treat’ products that </li></ul><ul><li>achieved $50 million retail in its first six months and a breakthrough ‘Collection’ of ultra-premium handmade chocolates </li></ul><ul><li>Re-engineered the national accounts operating model of a prominent weight management company, resulting in a strategy </li></ul><ul><li>that has the potential to more than double the business; also guided the company through the identification of seven new </li></ul><ul><li>growth platforms </li></ul><ul><li>Assisted a well-known trends consultancy in extending its capabilities into new product development </li></ul><ul><li>Developed a strategy and go-to-market plan to help a high-end lighting manufacturer expand its presence among upscale </li></ul><ul><li>lighting retailers, resulting in double-digit revenue growth in 2005 and 2006 </li></ul><ul><li>Directed a struggling footwear manufacturer in transforming its core retail entity into a consumer brand </li></ul><ul><li>Worked with an influential, not-for-profit NYC organization to establish a mentoring program that provided strategic support </li></ul><ul><li>for more than eighty small business victims of ‘9/11’ </li></ul><ul><li>Ellen graduated summa cum laude from the University of Illinois with a BS in Advertising and has an MBA from the Kellogg Graduate School of Management. She volunteers her time as a committee chairperson for Friends of P.S. 166 in Manhattan and is a board member of the NYC chapter of The Leukemia & Lymphoma Society </li></ul>Strategy/ Compet . Mkt Planning Mktg/New Prdts Assm’t Res X X X X
    33. 33. SENIOR LEVEL MARKETING PROFESSIONAL Proactive, performance driven leader, with proven results. Extensive experience in building brands, driving results and training marketers for several Fortune 50 companies. Areas of expertise include: Product Marketing Training Team Building, Management and Facilitation Knowledge Management Consulting Strategic Giving • Successfully managed development and launch of over 20 new products across multiple consumer product categories from concept through roll-out into global markets. • Formed and led senior management marketing councils which identified and executed strategies to improve global marketing departments and integrate Gillette into P&G’s marketing organization. • Developed marketing processes, training curriculum and training seminars which built world class marketing capabilities globally and improved efficiency and effectiveness within Gillette and P&G. • Facilitated global marketing training and orientation sessions. PROFESSIONAL EXPERIENCE MARKETING EXCELLENCE, INC., Newton, MA 2008 - Present Principal • Conducted Marketing training for Samsung in Indonesia, France, Italy, Spain, Australia and Korea • Consulted to the Institute of Heath Metrics (IHM) to develop corporate messaging, sales presentations and positioning, and launch material for “Infection Alert”, a product used by hospitals to identify and track imminent infection trends. • Developed new product portfolio for Carl Zeiss Vision to build leadership in the lens category. Managed all aspects of project from SKU identification through development of pilot market test. • Lectured at the Hult International Business School to provide marketing training for MBA class. PROCTER & GAMBLE (formerly THE GILLETTE COMPANY), Boston, MA THE GILLETTE COMPANY, Boston, MA VICE PRESIDENT OF MARKETING EXCELLENCE 2004-2007 Led start-up of a corporate group charged with making Gillette a world class marketing organization. Managed a department which provided overall marketing support for 900 marketers around the world. After P&G acquisition, helped integrate Gillette into the newly formed Gillette Global Business Unit. • Enhanced performance and business results for marketers through development of training courses and Global Marketing Forums. Raised capabilities in areas such as advertising, media, consumer insights, brand building (including brand equity development and consumer target definition), leadership, and meeting management. • Increased thousands of global marketers’ performance and efficiency an estimated 30% by developing and launching the Global Marketing Resource Center intranet site which provided information, insights and best practices to facilitate sharing and re-application of business knowledge, programs and results. Received industry recognition as a best-in-class initiative. • Changed corporate marketing practices by developing innovative business processes used worldwide to build brand equity and develop marketing plans, promotions, advertising and insights. • Developed and managed highly successful Global Excellence in Marketing Recognition Program, which rewarded excellence for: Brand Building, Innovation, Sharing Knowledge and Management. • Helped design, build and staff the new Gillette business unit within P&G as part of a small, senior team. Defined roles and responsibilities for newly established positions, helped fill those positions, combined marketing business practices, and trained hundreds of marketers. DIRECTOR OF STRATEGIC PLANNING, Civic Affairs and Corporate Giving 2004 Set strategy and guidelines for over $20MM in philanthropic efforts by developing the first Gillette Corporate Strategic Giving Plan. • Created and launched web enabled programs for corporate giving, matching gifts, employee volunteer programs and a minority scholarship program. • Developed a corporate supplier diversity program which increased support for minority and women suppliers by 300%. Selected as the &quot;Corporation of the Year&quot; by the NEMSDC. BUSINESS DIRECTOR: Blades & Razors, Personal Care, Oral Care, Stationery Products 1999-2003 Managed five marketing and sales departments across four consumer products categories. Consistently met or exceeded marketing and business growth objectives and received Outstanding Performance evaluations 75% of the time. Grew businesses an average of 7% per year within flat categories. BLADES & RAZORS and PERSONAL CARE COMMERCIAL OPERATIONS UNIT • Led all aspects of new product and line extension development resulting in millions of dollars in incremental sales. Included product development, positioning, packaging graphics and ad development for over twenty initiatives. • Developed Right Guard ads with Charles Barkley and Chuck Norris. Shot two ads for White Rain. • Wrote and delivered on-campus recruitment presentations. Obtained the highest acceptance rates, over 80%, while leading college recruiting during a four year period. ORAL B - GLOBAL MARKETING BUSINESS UNIT • Saved company $200k by developing the Oral Care Internet strategy and re-launching the OralB.com and OralBkids.com web sites with additional focus on dental professionals. STATIONERY PRODUCTS - GLOBAL MARKETING BUSINESS UNIT • Identified and brought an unprecedented nine new products to market in one year to generate over $60 million in incremental sales as the leader of the FAST (Fast Action Sourcing Team). • Developed the strategy and led the team which built the Gillette stationery and correction product business which led to the sale of the PaperMate, Parker and Waterman to Newell Rubbermaid. • Managed the new product portfolio plan, branding strategy, product claims and positioning, sourcing strategy, geographic priorities and launches for the PaperMate and Waterman brands. NATIONAL TRADE MARKETING MANAGER, North America 1998-1999 Revamped Gillette’s trade marketing approach to provide account specific marketing at major retailers. Improved efficiency and reduced costs over 30% by providing more, bigger streamlined promotions. Professional and Civic Associations Facing History and Ourselves Educational Non-Profit Organization: 1990 - present, NE Board 2001-2008 • Organized outreach programs for young adults and several large corporate philanthropic grants Boston Day School Advocacy Team Leader: CJP, 2006 - present Understanding Our Differences educational program: Memorial Spaulding elementary school leader City Year: Coordinated Gillette outreach efforts and volunteered during start up years Loon Mountain Ski Race Team: 2003 – present. Volunteer and head timer Young Entrepreneur Organization: Participant 1999-2002, Boston Board Member 2001 The Wharton School of Business: 1987-1988, Marketing Research Associate Kraft Foods: Financial Planner: 1984-1986 EDUCATION MBA, Marketing, The Wharton School of Business, Philadelphia PA BA, Economics, Duke University, Durham, NC AFS (American Field Service) student study abroad program in Indonesia Marci Sapers (Massachusetts-Based) Strategy/ Planning Mktg/New Prdts X X <ul><li>Marci is a seasoned senior marketing professional; with extensive experience in building brands, driving results and training marketers for several Fortune 50 companies… </li></ul><ul><li>including Gillette, Procter & Gamble, Kraft Foods and Samsung </li></ul><ul><li>Her expertise includes: </li></ul><ul><li>Product Marketing </li></ul><ul><li>Training & Team Building </li></ul><ul><li>Management and Facilitation </li></ul><ul><li>Knowledge Management </li></ul><ul><li>Strategic Giving </li></ul><ul><li>Managing transition of products and personnel during divestitures and integration of acquisitions </li></ul><ul><li>Marci successfully managed the development and launch of over twenty global new products across multiple consumer product categories from concept through roll-out. She formed and led senior management marketing councils which identified and executed strategies to improve global marketing capabilities. Marci was an active member on the integration planning team at Gillette during the pre-control change period for integration of marketing into P&G. She has developed marketing processes, training curriculum and training seminars which built worldclass marketing capabilities globally and improved efficiency and effectiveness at Gillette and P&G. Marci has extensive experience leading global marketing training and orientations, recruiting and new department development </li></ul><ul><li>Marci was VP of Marketing Excellence at Gillette and P&G before moving into consulting. She has extensive line and staff marketing experience across many consumer products categories, such as Blades & Razors, Oral Care, and Stationery Products; and has worked in departments such as Global Business Management, Commercial Operations, Sales and Civic Affairs… and in Finance at Kraft Foods before joining Gillette </li></ul><ul><li>Marci has an MBA from Wharton and a BA from Duke University; and held board and leadership positions in Facing History Ourselves Educational Non-Profit Organization, Boston Day School and Camping scholarship funds, Loon Mountain Ski Race Team and The Young Entrepreneur Organization </li></ul>
    34. 34. Avery has 30 years of diversified general management experience in professional marketing services, consumer packaged goods, specialty retailing, international marketing and management consulting. He works with clients on issues such as strategy, customer profiling and targeting, brand positioning, new product strategy, segmentation, marketing planning and development, channel management, global marketing, and organizational development and alignment. Avery’s experience includes working with: consumer goods companies such as Coors, Frito-Lay, Johnson & Johnson, Kraft, LVMH and Xbox; electronics and technology companies such as Agilent, HP, Intel, LG and Microsoft; airlines and transportation companies including FedEx, Korean Air and United Airlines; auto companies such as Ford and Lincoln-Mercury; financial institutions such as Charles Schwab and Kookmin Bank; entertainment establishments including NCAA and the San Francisco Opera; and retailers such as DFS Group Limited and Sephora Avery led Landor Associates, the world’s premier branding and design consultancy, as Managing Director. Before running Landor, he was CEO of Essentiel Elements, a manufacturer and marketer of professional body care products. In addition, he has held management positions with LVMH Moet Hennessy Louis Vuitton, Procter and Gamble and Tambrands, and he is also a former Partner with Marketing Corporation of America (Westport, CT) Avery is a graduate of Fairfield University and the Advanced Management Program of Harvard Business School Avery Gavigan (California-Based) Strategy/ Sales/ Compet . Planning Mktg/New Prdts Retail M&A Assm’t X X X X X
    35. 35. Tom Hernquist (PA-Based) Tom is an accomplished, results-driven business executive and senior consultant with special expertise in top and bottom line growth through innovation and marketing, including NBD and adjacencies 25+ years of General Management and Marketing experience with leading consumer companies, including The Hershey Company (Senior Growth Officer, including significant work in adjacency development and execution), Fortune Brands, Nabisco, Kraft and PepsiCo) Tom has highly developed people skills, and is noted for motivating others to achieve and/or exceed business goals; and has demonstrated strengths in the areas of new business development/ innovation, marketing (advertising, promotion, etc.), strategic planning, organizational development & effectiveness and P&L delivery In Tom’s last 3 positions on the clientside he more than tripled revenue from innovation relative to prior years Tom has a collaborative style and works hand-in-hand with CEO’s, functional department heads and others to achieve strategic direction and alignment Tom received an MBA from Dartmouth College, The Amos Tuck School of Business Administration, received a BA from the University of Virginia in French and Economics, Magna cum Laude; and is a member of M50 (representing top 50 global marketers), a Board member of the American Marketing Association (Chairperson of its Finance Committee), a Board member of The Bon Ton Stores (member of its Governance Committee), and a member of the Global Food & Health Strategy Council Strategy/ Planning Mktg/New Prdts X X
    36. 36. Amy Blumkin (NJ-Based) Amy is a marketing and growth management consultant Amy’s marketing and strategic planning career spans over 20 years working for some of the top tier marketing and sales organizations in the world… sales and marketing positions within AT&T, Salomon Brothers, American Express and the Walt Disney Company Known for her ability to lead, inspire and organize, Amy has developed marketing and sales plans for some of Walt Disney World’s biggest and newest efforts, including the Animal Kingdom and annual press events. Throughout her years at Disney, Amy led the marketing division’s annual operating plan. Amy also developed the first marketing and sales integrated 5-year planning process. Additionally, she developed training programs to improve the strategic thinking for advertising input; redesigned marketing operational flows and processes, and created programs for mentoring junior ‘cast members’. Since leaving Disney, Amy has developed marketing and sales plans for businesses ranging from non-profit organizations to internet start-ups and private equity firms Amy earned her undergraduate degree from the University of Vermont, and her MBA from the Harvard Business School Strategy/ Compet . Mkt Planning Assm’t Res X X X
    37. 37. Lori Halivopoulos (NJ-Based) <ul><li>Lori is a senior marketing and strategy executive with 24+ years of business experience </li></ul><ul><li>During the past seven years she has worked as consultant, including two years with Frank N. Magid Associates, a research and consulting firm specializing in media and entertainment, where she led their global branding and strategy practice </li></ul><ul><li>Lori’s clients have included Johnson & Johnson, Playtex, Hartz, Televisa, ABC Family and AARP; and she has extensive experience in the healthcare industry (e.g., led a global corporate positioning study for J&J’s Ortho-Clinical Diagnostics and a brand positioning project for Veridex, a newly formed J&J company specializing in cancer diagnostics </li></ul><ul><li>Prior to becoming a consultant, Lori held various marketing and strategy positions at Nabisco and Kraft. She managed the marketing and branding efforts of some familiar household names: Cool Whip, Light n’ Lively, Cream of Wheat and SnackWells; additionally, Lori led the Corporate Development Group of Nabisco, where she identified and developed long-term business building opportunities for the company and spearheaded the strategic business alliance with Nabisco/Coca Cola Company </li></ul><ul><li>Lori began her career at Macy’s, where she held various buying and merchandising positions </li></ul><ul><li>Lori holds an MBA in Marketing from The Stern School at New York University and a BA in Economics and French from Tufts University; and she is Vice President of the Pingry Alumni Association, a secondary school based in Martinsville, NJ </li></ul>Strategy/ Compet . Mkt Planning Mktg/New Prdts Assm’t Res X X X X
    38. 38. Tom Evangelista (CT-Based) Tom specializes in restructuring and building company and category portfolios, and throughout his career, as a line operating executive and senior consultant, he has grown businesses profitably, creating significant stakeholder value in the process… Tom is recognized as a strategist and solutions-focused leader who motivates peers and subordinates… working with CEOs, CFOs, CMOs, marketers, etc. he is capable of bridging the communication gaps that sometimes exist and he has demonstrated repeated success building brand equity, market share, profit, and cash flow Tom held marketing, finance, and strategy/corporate development (M&A) positions at global companies: General Foods, Richardson-Vicks (P&G), PepsiCo, AMF, Stanhome and Philips Electronics. He also was a marketing and strategy consultant for Marketing Corporation of America (MCA) and Managing Director of Management Resources of America (MRA), a professional services firm whose specialty is launching and building businesses, predominantly for European-based clients As a Corporate Officer of Stanhome, Inc., he was instrumental in building the company organically and via a series of acquisitions from $400 to $850 million in revenue, making it a member of the Fortune 500… he subsequently divested $350 million in marginally profitable businesses and repositioned the company with a singular market focus, which resulted in a $100 million increase in market capitalization Representative Assignments:   Strategy Validation Organizational Evaluation:  Validated strategic plan and ability of organization to implement for New World Pasta, $400 million division, and Ebro Puleva, $4 billion European food conglomerate parent company   Strategy Execution Process, Metrics and Timetables: Implemented strategy execution process, including metrics and timetables for a major U.S. Chocolate and Confectionary company (Masterfoods USA/Mars, Inc.)   Market Analysis/Entry Strategy:  Generated $140 million in profitable revenue for Stanhome Inc. by developing strategic rationale for direct response distribution channel. Completed and integrated Hamilton Collection acquisition; d eveloped and implemented Stanhome Inc. European giftware strategy, increasing global footprint with $65 million in profitable revenue; profiled U.S market and negotiated acquisition of a U.S. company, as part of market entry strategy for high-tech European manufacturing company (B.E.A.); analyzed U.S. market, competition and best practices for an Italian apparel company (Elena Miro) and recommended a series of market introduction strategies and negotiated strategic partnership agreement Strategy/ Compet. Planning Assm’t M&A HR X X X X
    39. 39. Diane Dubovy Benke (CT-Based) Diane specializes in strategic planning, brand strategy and marketing research… her consulting experience has focused on developing consumer-focused strategies, including: brand value propositions, brand positioning, market entry assessments, consumer segmentation and new product development/innovation Diane was Director of Consumer Solutions at MasterCard International where she managed a series of new product development efforts for the youth market… and before MasterCard, Diane was a Project Manager at The Cambridge Group, where she led assignments in a variety of industries such as consumer packaged goods, food, apparel, hospitality and financial services… her ecent industry experience also includes biotech, supermarkets and telecommunications Diane was also a consultant with Greenwich Associates, an international strategy consulting and marketing research firm to the financial services industry; where she advised banking executives on strategic planning and marketing issues As both a line marketer and consultant, Diane has had responsibility for research design, analysis and insights using a wide variety of techniques; and she understands the challenges of getting actionable insights Diane received her MBA from Columbia Business School with a concentration in marketing… and her BS in international strategy and finance from Cornell University, where she was a teaching assistant for courses in international marketing, international finance and organizational behavior… Diane is a trained facilitator in Synectics-type ideation sessions, is a trained focus group moderator, and a member of the Marketing Research Association (MRA) Strategy/ Compet . Mkt Planning Mktg/New Prdts Assm’t Res X X X X
    40. 40. Norma Collier (CT-Based) <ul><li>Norma Collier has been active in many facets of business over the last twenty-five years. She has moved from food preparation, teaching and catering to consulting in order to identify new growth opportunities. Earlier in her career, Norma was co-founder of the “Uncatered Affair” cooking school and catering business with Martha Stewart (Norma ‘was’ the original and only Partner with Martha Stewart) </li></ul><ul><li>  </li></ul><ul><li>She has extensive experience in consumer packaged goods competitive assessment, market segmentation, new business/product development and financial evaluation. Norma spent nine years at Marketing Corporation of America working on growth strategies and business development for clients such as Sarah Lee, Frito Lay and Kraft General Foods. She participated in the development of new products that were proactive responses to changing demographics and lifestyles. Croissant sandwiches and healthier snack foods were two new categories which grew out of this work. For the following eight years, Norma was part of the team at the Cambridge Group which organized major projects around idea generation and focus groups, leading to segmentation studies and new product development. These new products were based on evolving attitudes about food and health and on an increasing need for convenience. Clients included Borden, Grand Met (Diagio), Kraft, Warner Lambert, Nabisco and Reynolds Metals </li></ul><ul><li>Miss Collier’s initial introduction to the culinary arts was in Paris where she learned to cook from professional cooks and cookbook writers. Returning to the United States after three years, she launched her partnership with Martha Stewart. After two very successful years, Norma returned to school to earn a Master’s degree in business administration </li></ul><ul><li>  </li></ul><ul><li>More recently, while still consulting to food manufacturers, Norma has developed a practice in personal nutritional counseling. She has addressed various women’s groups on the nutritional basis of maintaining health through midlife, with emphasis on specific foods and food preparation. Drawing on her earlier studies in chemistry, she combines the chemistry of cooking and nutrition with good taste and eye appeal in her recipe development. She works in conjunction with a naturopathic physician and a clinical nutritionist </li></ul><ul><li>  </li></ul><ul><li>Norma has an MBA from the University of Connecticut (Beta Gamma Sigma) and a BA from Wilson College in Pennsylvania (Cum Laude, Phi Beta Kappa, Woodrow Wilson Fellowship); and continuing education at the Natural Gourmet Cookery School in New York City </li></ul>Strategy/ Compet Planning Mktg/New Prdts Assm’t X X X
    41. 41. Mohan Mehre (NY-Based) <ul><li>Over 25 years of management experience in business strategy, brand marketing, sales planning and new business development at General Foods and Kraft Foods plus consulting experience (e.g., Johnson & Johnson, Cadbury-Adams and others). Strong background in food and beverage (coffee, cold beverages, cereals, baked goods and prepared foods) </li></ul><ul><li>Ten years of experience with human service organizations both as a national and state board of directors member and a consultant on strategy and board development </li></ul><ul><li>Strong writing and presentation skills </li></ul><ul><li>Areas of consulting expertise include: </li></ul><ul><li>Strategy and strategic planning (strategic thinking, planning process/approach, templates, business assessment, vision and </li></ul><ul><li>mission development) </li></ul><ul><li>Marketing/brand strategies and programs to drive growth (including product, packaging, distribution, marketing, brand </li></ul><ul><li>promise development and selling) </li></ul><ul><li>Industry and competitive assessment </li></ul><ul><li>New business development (internal: growing “mature” businesses; new product development approach and process; </li></ul><ul><li>concept development and business proposition; external: identifying opportunities for acquisitions and execution how to’s) </li></ul><ul><li>Multi-channel and customer marketing strategy and execution (including understanding channels of distribution, economics, </li></ul><ul><li>success requirements and key customers; consumer research in identifying channel opportunities; channel specific growth </li></ul><ul><li>programming for grocery/mass/warehouse clubs/drug/c-store chains; how to leverage unique channel characteristics; and </li></ul><ul><li>customer planning including specific marketing/merchandising programs and partnering opportunities) </li></ul><ul><li>Integrated marketing intelligence (business intelligence; market research web surveys; shopper insights; consumer attitudes </li></ul><ul><li>and usage analysis) </li></ul><ul><li>Mohan has his MS from Cornell University and completed the Multinational Marketing Program at the Harvard Business School </li></ul>Strategy/ Sales/ Mkt Planning Mktg/New Prdts Retail Res X X X X
    42. 42. Frank Blod (CT-Based) <ul><li>Frank has 23+ years of management consulting experience in the Consumer Products Industry (on his own as well as a Partner in the CPG Marketing & Sales Strategy Practices at PricewaterhouseCoopers and at New England Consulting)… including unique, research-based industry knowledge plus in-depth knowledge of retailer operations (including customer research & retailer training relationships) </li></ul><ul><li>Prior to consulting, Frank was VP Marketing at Coca Cola Foods (now called Minute Maid Foods), and earlier he was in marketing at Johnson & Johnson’s Baby Products Division and P&G’s Folgers Coffee Division </li></ul><ul><li>Frank’s expertise is especially focused on Sales Management and Execution; e.g., Retail and Sales Management, Sales Organization Design… and he also works across Visioning and Transformation Road Maps, Benchmark and Research Solutions, Facilitation of Share Grouping, Comprehensive Training Seminars, and Process Mapping & Improvement </li></ul><ul><li>Frank has significant Consumer Products experience and has consulted with firms such as: </li></ul><ul><li>  </li></ul><ul><li>Frank has a B.S. in Government from Dartmouth College and an MBA in Marketing from NYU’s Sloan School of Management… and his military service in the U.S. Navy included graduating as an Officer from the Navy’s OCS and being the Damage Control Officer of the USS Brinkley Bass and the Officer-In-Charge for transferring the USS Argo to the Greek Navy </li></ul>Bristol-Myers Squibb Castrol North America Clorox Community Coffee Dannon Everfresh Beverages Gillette HJ Heinz Johnson & Johnson Kimberly-Clark Kraft Foods Beverages Merrill Lynch Mott’s Miller Brewing Nestlé U.S.A. Nestle Water Ocean Spray Novartis PepsiCo Pfizer Philip Morris USA Playtex Pharmacia Rich Products Sara Lee Schering-Plough Shaw Carpets J.M. Smucker Solo Cup Unilever Bestfoods Wyeth Consumer Healthcare Strategy/ Planning Mktg/New Prdts Retail X X X
    43. 43. <ul><li>Kevin’s background includes ten years of line management experience in marketing, sales, and general management positions at General Mills and the Campbell Soup Company plus an seven years of consulting experience with Marketing Corporation of America in Westport, CT (where he led the sales and customer marketing practice) prior to becoming an independent Senior Consultant for the past 15+ years focusing on: Selling, Category Management, and Customer Management & Development… including Channels. </li></ul><ul><li>Kevin has worked with many blue chip market-driven manufacturers and retailers, including: Heinz, PepsiCo, Hallmark, Kraft, Gillette, H. E. Butt, Albertsons, Wal-Mart, 7-Eleven and others. Projects completed have included sales organization restructuring, facilitating joint Supplier/Customer business planning, DSD distribution and strategy, evaluating the effectiveness of trade promotion/merchandising programs… </li></ul><ul><li>and business strategy development, brand positioning and brand equity extension, and numerous other sales and strategy projects related to achieving superior performance in the marketplace. </li></ul><ul><li>Kevin has published a number of articles relating to his sales and strategy expertise, and is frequently quoted on general sales and business trends in leading trade press and general publications (e.g., Sales & Marketing Management, Drug Store News, Convenience Store News, Supermarket News, Food & Beverage Marketing, Advertising Age, Brandweek, USA Today, The Wall Street Journal, and Fortune). </li></ul><ul><li>Example experience for instance in Beverages alone include ( non -beverage examples also available) includes: </li></ul><ul><li>VP Marketing-Beverage Division at Campbell Soup </li></ul><ul><li>Pepsi-Cola: Numerous projects… e.g., joint Customer/Pepsi business planning, packaging/sales-related initiatives, </li></ul><ul><li>merchandising strategies, etc. </li></ul><ul><li>Gatorade: Extensive number of projects, including new Channels, conducting C-Store seminars, food service and </li></ul><ul><li> physical distribution </li></ul><ul><li>Fiji Water: Develop a compelling ‘story’ for their successful U.S> introduction across multiple Channels </li></ul><ul><li>Coke Foods: Trade relations project </li></ul><ul><li>Starbucks: Kiosk assessment project </li></ul>Kevin Price (CT-Based) Strategy/ Sales/ Planning Mktg/New Prdts Retail X X X
    44. 44. Strategy Consulting Experience – Topics <ul><li>Selling </li></ul><ul><li>Channels & Alliances </li></ul><ul><li>Physical Distribution </li></ul><ul><li>Customer Service </li></ul><ul><li>Corporate Portfolio </li></ul><ul><li>Brand Equity </li></ul><ul><li>Marketing </li></ul><ul><li>Promotion (Consumer & Customer) </li></ul><ul><li>Pricing </li></ul><ul><li>Competitive </li></ul><ul><li>New Business and New Product Development </li></ul><ul><li>Packaging </li></ul><ul><li>M & A Channels & Alliances </li></ul>Kevin’s DSD and Strategy work has been extensive and is inclusive of the topics listed below… his pragmatic, real-world experience with and exposure to DSD systems is extensive and not limited to the clients shown below DSD-Related Experience – Selected Clients <ul><li>Pepsi </li></ul><ul><li>ConAgra Refrigerated </li></ul><ul><li>Pepperidge Farm </li></ul><ul><li>Snapple </li></ul><ul><li>Tropicana </li></ul><ul><li>Beverage Marketing </li></ul><ul><li>Others </li></ul>Kevin Price - cont’d
    45. 45. Kevin’s consulting experience: many of the best marketers and retailers in the world Kevin Price - cont’d
    46. 46. Jack Egan (NY-Based) <ul><li>A results focused executive with a proven record of developing and delivering organic sales growth for Fortune 200 companies. Jack has consistently developed strategic and tactical solutions to complex sales challenges focusing on senior level relationship development, major account and market penetration, customer service, and customer loyalty </li></ul><ul><li>Throughout his 30-year career, Jack has developed and managed efficient, cost effective, national sales forces and sales management teams that delivered consistent growth in new and under developed markets. Market understanding, tactical direction and flexibility, measurement and accountability are cornerstones of his proven formula </li></ul><ul><li>Jack is a developer and implementer of bottom line improvement strategies with a focus on asset consolidation and efficiency, cost controls, productivity measurement and improvement, strategic capital investment and supply chain management </li></ul><ul><li>A few examples of significant achievements include: </li></ul><ul><li>Designed and implemented a strategic cross-selling new product initiative across 9 business units at </li></ul><ul><li>Quebecor World </li></ul><ul><li>Led a diverse team of multi-division sales executives and over 140 buyers in a program to maximize the </li></ul><ul><li>volume opportunities for Time </li></ul><ul><li>Restructured and refocused a national sales force and sales management team in excess of 170 </li></ul><ul><li>professionals at Cenveo </li></ul><ul><li>Developed and implemented a sales and marketing strategy resulting in a dramatic top and bottom line </li></ul><ul><li>improvement at Applied Printing Technologies </li></ul><ul><li>Developed measurement systems and ground breaking costumer volume tracking and incentive </li></ul><ul><li>programs at World Color Press </li></ul><ul><li>Jack has been an EVP/SVP and Corporate Officer at Applied Printing Technologies, Cenveo, World Color </li></ul><ul><li>Press and Quebecor World; and received a B.A. in Economics from Bucknell University </li></ul>Sales/ Retail X
    47. 47. Ned Guillet (CA & Massachusetts-Based) <ul><li>27+ years in Human Resources at The Gillette Company (Corporate Officer and SVP) and Procter and Gamble, following Gillette’s acquisition in October 2005 by P&G </li></ul><ul><li>Ned is a proven senior who knows organization strategy, structure/design, executive compensation, behavior/culture, personnel/HR business process, corporate governance and people management… </li></ul><ul><li>including developing an Employee Value Proposition, executive compensation and incentives programs, and recruiting/retaining superior talent (including managing/directing executive recruiters) </li></ul><ul><li>Ned was active on the Gillette sale (to P&G) negotiation team, consisting of Gillette’s CEO, CFO, General Counsel, and SVP of Strategy/Planning/Business Development/Global Marketing Resources (Peter Klein), and Ned was instrumental during the first 1.5 years of Gillette’s integration into P&G </li></ul>Strategy/ Planning M&A HR X X X
    48. 48. Jim Lamie (Massachusetts-Based) <ul><li>25+ years of achievement in Marketing/Sales (21 years in Marketing Management roles)… especially in the Sports Marketing leadership role at The Gillette Company (e.g., built Gillette’s Global Corporate and Sports Marketing Department, was the driving force behind Gillette’s landmark sports marketing) and Procter & Gamble </li></ul><ul><li>Innovative sports marketing leader (highly respected in the Industry), with a broad set of marketing and sports-related skills, capabilities </li></ul><ul><li>Jim’s has specialized expertise across: </li></ul><ul><li>North America and Global and Sports Marketing: Strategy, Planning and Implementation… </li></ul><ul><li>Exceptional Sports Industry Contacts and Market Knowledge </li></ul><ul><li>Global Business/Brand Marketing Management and Strategic Planning </li></ul><ul><li>Competitive Intelligence </li></ul><ul><li>Trade Marketing </li></ul><ul><li>Multicultural Marketing </li></ul><ul><li>Public Relations </li></ul><ul><li>Strategic Licensing </li></ul><ul><li>e-Marketing </li></ul><ul><li>Effective Negotiation Abilities </li></ul><ul><li>Strong History of Commercial Innovation </li></ul><ul><li>Jim has his MBA in Marketing & Finance from Babson College, and his B.S. in business administration from the University of New Hampshire </li></ul>Sports & Entertainment Marketing X
    49. 49. David Owens (FL-Based) <ul><li>David was formerly the Executive Vice President, Global Strategy & Business Development for Kraft Foods, the largest branded food and beverage company in North America, and was formerly Vice President and on the Board of Directors of The Boston Consulting Group, a leading global management consulting firm </li></ul><ul><li>While at Kraft, Dave was instrumental in executing the $19 billion acquisition of Nabisco Foods, which was named Strategic Deal of the Year (2000) by M&A Magazine… and he also helped to lead the acquisitions of Boca Foods, Balance Bar, Back to Nature and Veryfine/Fruit2O, as well as the Starbucks, Tazo and South Beach Diet trademark license deals </li></ul><ul><li>Dave played a key role in preparing and selling the 2001 Initial Public Offering of more than $8 billion of Kraft stock, where he led a road show team that presented to investors, bankers and brokers in the U.S., Europe and Asia </li></ul><ul><li>  </li></ul><ul><li>Dave has more than 20 years experience consulting on strategy and business development projects for Fortune 500 clients including: ACH Food Companies, Accenture, Avery Dennison, Deloitte & Touche, Ethyl Corporation, FMC Corporation, General Electric, Hartmarx Corporation, International Paper, Johnson Controls, KPMG International, Kraft Foods, The Marmon Group, Noranda Aluminum, Siemens AG, Stop & Shop and US Foodservice </li></ul><ul><li>  </li></ul><ul><li>Dave holds a JD from Harvard Law School, an MBA with High Distinction from The University of Michigan, and a BS in Electrical Engineering from Kettering University </li></ul>Strategy/ Compet Planning M&A Assm’t X X X
    50. 50. Elyse Greenbaum (NJ-Based) <ul><ul><ul><li>Elyse is a highly analytical and resourceful consultant with 20+ years of experience solving complex analytic, strategic and </li></ul></ul></ul><ul><ul><ul><li>business growth issues, and will be actively involved in the analyses/analytics required to develop and support appropriate </li></ul></ul></ul><ul><ul><ul><li>growth strategies and growth opportunity areas on this Project as well as to provide on-going analysis to support the PKA </li></ul></ul></ul><ul><ul><ul><li>Team… her areas of expertise include business development, finance, M&A and project management… Elyse is recognized </li></ul></ul></ul><ul><ul><ul><li>for her ability to analyze, develop and help implement creative solutions by using strong quantitative and communication skills </li></ul></ul></ul><ul><ul><ul><li>Since 2002 Elyse has been applying her analytic, hands-on skills to projects such as: </li></ul></ul></ul><ul><ul><ul><li>Analyzed areas of current revenue expansion and new products through competitive analytics for a beverage data company </li></ul></ul></ul><ul><ul><ul><li>Analyzed vendor leasing program for American Express Business Finance to expand into Canada, targeting strategic alliances and JV partners </li></ul></ul></ul><ul><ul><ul><li>Performed the analytics and evaluation for an employee purchasing card program for a Novartis division by identifying and analyzing program needs, financial and business operating plan needs, and a vendor bid process </li></ul></ul></ul><ul><ul><ul><li>For a privately held warehouse finance company she analyzed strategic alternatives, including sale of the company, based on completing rigorous business and financial analytics </li></ul></ul></ul><ul><ul><ul><li>Created operating business plan and financial projections for healthcare company looking to enter retail healthcare business; researched and analyzed the applicable industry and competitor statistics; advised on valuation + suitable investors </li></ul></ul></ul><ul><li>For 3 years through 2002 Elyse was Director of Customer Finance at Lucent Technologies, where she managed, analyzed </li></ul><ul><li>and developed vendor finance programs with leading financial institutions to facilitate sales of Lucent equipment, resulting in </li></ul><ul><li>over $1 bn in financings. For 4 years through 1997 Elyse was VP of Structured Finance /Corporate Development at The </li></ul><ul><li>Money Store, where among other things she analyzed and implemented securitization strategies, selected underwriters, and </li></ul><ul><li>analyzed complex financial models… her analytic skill set also supported her managing a $500 million SBA portfolio by </li></ul><ul><li>identifying assets for sale securitization, supervising reporting of delinquencies and repurchases, and monitoring secondary </li></ul><ul><li>market activity to maximize profitability, and she also streamlined the process of selling small loan production into secondary </li></ul><ul><li>markets and consistently achieving premium pricing </li></ul><ul><li>Elyse’s career included Chase Home Mortgage Corporation (VP– Portfolio/Risk Management and VP Corporate Development, </li></ul><ul><li>where she analyzed acquisition candidates and portfolio purchases and coordinated the due diligence process plus integrated </li></ul><ul><li>acquisitions into the organization… and American Express and Revlon, where Elyse was a financial and planning analyst </li></ul><ul><li>Elyse has an MBA in Finance from The Wharton School, University of Pennsylvania (1980); a BA in Economics from Cornell </li></ul><ul><li>University (1978); and she also has a Series 7 license </li></ul>Strategy/ Compet. Planning Mktg/New Prdts M&A Assm’t X X X X
    51. 51. <ul><li>30 years of experience consulting and client-based marketing and planning; specializing in domestic and international competitive assessment/analysis </li></ul><ul><li>Has served an instrumental role in assessing competitive intelligence and company performance.  Fluent in French and Russian, with a working knowledge of Spanish, Italian, and Romanian. Areas of expertise: Competitive intelligence… also: Products/markets, Project Management, Marketing analysis   </li></ul><ul><li>Example Corporate Contributions:  Eliminated $3 million in costs for a major apparel manufacturer by identifying an Eastern European sub-contractor; facilitated $10 million in sales within two years for an American client located in Russia by creating a distribution system; achieved a baby care product manufacturer's successful entry into the Chinese market by performing market analysis and developing a unique distribution strategy; created acquisition opportunities for clients in industrial equipment and aerospace industries; developed a unique program for the world's third-ranking consumer goods/food manufacturer, increasing visibility and market share </li></ul><ul><li>Consulting profile </li></ul><ul><li>Served 30+ clients in 10 countries </li></ul><ul><li>Developed and implemented tactics domestically and internationally based on competitive intelligence and benchmarking </li></ul><ul><li>Created multi-functional teams, based on major customers </li></ul><ul><li>Identified new product and market opportunities, including acquisitions, mergers, and partnerships </li></ul><ul><li>Interturbine/Indivers, Vice President of Marketing/1990-1992: Created marketing strategies and account relationships for this global aerospace company; identified new target customers and assisted in obtaining contracts; built joint ventures with companies worldwide; developed an acquisition strategy that led to the company's diversification into additional fields </li></ul><ul><li>McKinsey & Company, Associate Consultant, 1983-1986: Participated on a variety of consulting projects; resolved issues for a client regarding European sales, saving the client from canceling selective contracts and turning around the decline in sales; gained market share for another client by identifying key success criteria </li></ul><ul><li>Procter & Gamble, Brand Manager: Developed an introductory promotional campaign for the new laundry detergent, Solo; analyzed business results, competitive activities, and promotional events for Dawn dishwashing liquid brand; pioneered multi-cultural promotional campaigns in contrast to using a mass-marketing approach </li></ul><ul><li>Education: University of Pittsburgh, MBA in Marketing University of St. Petersburg, MS in Mathematics </li></ul>Eleanor Eaton (Texas-Based) Compet. Assm’t X
    52. 52. <ul><li>Eleanor and PKA work with the below individual on projects in Asia: </li></ul><ul><li>Dr. Shlomo Weber, a professor of economics at SMU, is bringing his strong expertise and a vast array of </li></ul><ul><li>contacts in business and political circles in the following geographic regions/countries… </li></ul><ul><li>ASIA </li></ul><ul><li>South Korea – This country has experienced remarkable success in combining rapid economic growth with significant reductions in poverty and a burgeoning middle class. The Korean economy was the first to rapidly recover from the 1997 financial crisis that hit Southeast Asia. This is a country with population of 50 million with a GNI of $15,830 per capita which makes it a truly lucrative market </li></ul><ul><li>Vietnam – in the last year Vietnam stood as an example of a controlled economy development model that permitted creation of a substantial number of private sector jobs. Its 80 million people represent a vibrant and growing market that also enjoys government support in business development </li></ul><ul><li>Japan and China – These are already well-known entities: </li></ul><ul><li>Japan is one of the most stable markets with an abundance of new technologies/products that could be of interest to the </li></ul><ul><li>US manufacturers and investors </li></ul><ul><li>China – the fastest growing economy with largely untapped markets beyond the already developed southeastern region </li></ul><ul><li>These markets represent 80% of the over 1 billion Chinese population and with improving transportation and logistics infrastructure they are becoming more accessible to the outside world </li></ul><ul><li>We already have a proven record of developing and implementing entry strategy in China and searching for new products in Japan… PK ASSOCIATES added another dimension to our activities in these countries through a network of extremely high level contacts both in government and business circles </li></ul><ul><li>CENTRAL ASIA </li></ul><ul><li>Kazakhstan – This oil-rich country with a total GDP of $56 billion and a 9+% growth is attractive not just as another market but as a gateway to other countries in Central Asia, Siberia, China, Mongolia and Russia. Our strength there is substantially enhanced through prominent presence and influence of the ethnic Korean community with its special links to South Korea </li></ul><ul><li>Uzbekistan – a country smaller than Kazakhstan but with rich natural resources, strong ties with the US and attractive business climate. Uzbekistan’s economy is strongly supported by Japan who treats it as a sort of a “younger brother”. We have strong connections with Japanese banks operating in Uzbekistan </li></ul>Eleanor Eaton – cont’d
    53. 53. <ul><li>EASTERN EUROPE AND RUSSIA </li></ul><ul><li>Ukraine – This is the second largest country in Europe with almost 50 million people. While the country is still poor, it represents one of the most promising developing markets due to its geographic position, abundance of natural resources and friendly-to-business government </li></ul><ul><li>Russia – This is a lucrative market, especially, its regions such as Volga (Saratov, Nizhniy Novgorod, Samara, and Volgograd), Ural (Yekaterinburg), Siberia (Novosibirsk, Chelyabinsk) and Far East (Vladivostok). Wealth and business attractiveness in these regions have risen dramatically over the last few years, partly because of their distance and subsequent relative independence from Moscow, and partly due to their geographic proximity and growing business ties with Japan, South Korea and China </li></ul><ul><li>However, this barely developed market is difficult to navigate without strong contacts and inside knowledge. Eaton & Co has specialized in Russia and successfully helped a number of top US companies in establishing a strong position in this important rapidly developing market. The addition of Dr. Weber to our firm enhances these capabilities. </li></ul><ul><li>Latvia – While a small country in itself, it enjoys stability, Western orientation and a high level of education. Latvia has access to the Baltic Sea and essentially serves as a bridge between Western Europe and the Russian-speaking countries in the East that were a part of the Soviet Union. Indeed, Latvia is the only member of the European Union where practically everybody speaks Russian </li></ul><ul><li>All of this makes the country a great candidate for subcontract manufacturing, outsourcing and/or a base for an Eastern European/Russian operation </li></ul><ul><li>Dr. Weber’s contacts stem from his professional experience as a Chairman of the Department of Economics at SMU, and a </li></ul><ul><li>visiting professor at the top European and Asian Universities… </li></ul><ul><li>he is a recipient of a number of awards in the Economics Research and an advisor to the US business and government </li></ul><ul><li>Many of the current political and business leaders in the countries listed above studied under his tutelage and maintain </li></ul><ul><li>close contacts with Dr. Weber both professionally and personally </li></ul>Eleanor Eaton – cont’d
    54. 54. <ul><li>Dave Hull brings 40+ years of cross-functional expertise in general/supply chain management to include small company experience and overseeing multi-plant operations, quality assurance, logistics and outsourcing
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