Partial Client List

Banking/Financial Services
Merrill Lynch Canada
Pacific Capital Bancorp
Zurich North America*
CNA*
EKS&H
Farm Credit Canada*
RVI Group

Construction/Real Estate
USG Corporation
Century 21
Pitts & Bachmann Realty

Energy/Mining
Conoco Phillips
Arco
Placer Dome Inc.*
Wascana Energy Inc.*
Agrium Inc.*

Healthcare/Pharmaceutical
Saint Francis Medical Center
Cottage Hospital

University/Academic Institutions
The Salk Institute for Biological Studies
University of California at Santa Barbara
Duke University - Fuqua Graduate School of Business
Santa Barbara City College Continuing Education

Technology
Network Equipment Technologies*
Information Resources Inc.*
Sun MicroSystems*
Thorson Pacific
Hewlett Packard*

Professional Associations/Conferences
30 state or provincial legal and accounting societies including:
Oregon State Bar
Washington State Bar
Indiana Continuing Legal Education Forum

Indiana Society of CPAs
Ohio Society of CPAs
Georgia Society of CPAs
North Carolina Society of CPAs
Texas Society of CPAs
Colorado Society of CPAs
Michigan Society of CPAs
Ontario Institute of Chartered Accountants
Connecticut Society of CPAs
New York State Society of CPAs
Virginia Society of CPAs
Oklahoma Society of CPAs
Society of Louisiana CPAs
Iowa Society of CPAs
Wyoming Society of CPAs
North Dakota Society of CPAs

Case Studies

Case Study #1
Post Merger Team Alignment

Case Study #2
New Leader Integration

Case Study #3
Developing Executive Leadership