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North American Partners and Principals

Steve Haines (Managing Partner, President and Founder)óSan Diego, California USA

Jim McKinlay (Canadian Managing Partner)óCanmore, Alberta Canada
John AshóMays Landing, New Jersey USA
Valerie MacLeodóCalgary, Alberta Canada
Alan R. CaronóTampa, Florida USA
Frank FosteróAtlanta, Georgia USA
Alysin FosteróAtlanta, Georgia USA
Gail Aller-SteadóToronto, Ontario Canada
Gary RossióSan Diego, California USA
Mike RichardsonóCarlsbad, California USA
Gregory HendersonóPlymouth, Minnesota USA
Barbara CollinsóColumbia, Maryland USA
Terry SchmidtóSeattle, Washington USA
Sheryl McTearóLa Jolla, California USA
Marcelene AndersonóToronto, Ontario Canada

 

Management and Support

Global Partners and Affiliates:

  • Australia (and New Zealand)

  • Turkey

  • Argentina (and Mercosur and Chile)

  • South Africa (and Africa)

  • United Arab Emirates (and Gulf Cooperation Council)

  • Poland

  • Korea

  • Singapore (and Asia)

  • India

  • Indonesia


 


"CEO, Entrepreneur, and Strategist ... Facilitator, Systems Thinker, and Author"

Steve Haines is a CEO, entrepreneur, and strategist. He is also a facilitator and systems thinker as Managing Partner and founder of the Centre. He is a distinguished author and internationally recognized leader in strategic management. He has an M.S.A. in Organization Behavior with a minor in financial management. He has also completed his course work requirements and dissertation research for an Ed.D. in Management. He has over 25 years of executive experience leading planning, leadership, and change efforts in the U.S., Canada, and globally as well. Steve is a U.S. Naval Academy engineering graduate, Naval officer, and was president and part owner of University Associates Consulting and Training Services. He was also EVP at Imperial Corporation of America, SVP of Freddie Mac, and a member of eight top management teams. He is in demand as a CEO keynote speaker and is a prolific author of nine books.

Web site for Steve Haines: www.StephenHaines.com

CEO/Executive feedback on Steve Haines
Associates of Steve Haines

Contact information:
Stephen G. Haines
1420 Monitor Road
San Diego, CA 92110-1545
Phone: 619-275-6528
Fax: 619-275-0324
E-mail: stephen@csmintl.com
www.StephenHaines.com

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jimmckinlaynew2.jpg (9061 bytes)

 

 

 

ìStrategist, Skilled Facilitator, Executive Coach, and Entrepreneurî

Jim McKinlay has over 25 years experience as a consultant and trainer to business and government in Canada, the U.S., Australia, and Jamaica. Based in Canmore, Alberta, Jim heads the Centre's Canadian practice as our Managing Partner. He has strong skills in strategic planning, change management, HR management, and leadership development. Jim was a senior leadership consultant for the Ontario government, Executive Director of Staff Development for the Saskatchewan government, and a senior internal consultant for Canada's largest investor-owned utility. He was a Banff Centre for Management faculty member from 1996-2001 and has a masters degree in HRD.

Full professional biography

Phone: 403-678-3786
Fax: 403-678-9539
E-mail: jim.mckinlay@csmintl.com

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John Ash specializes in strategic planning, change management, leadership, and program evaluation. As a Presbyterian minister, he has a Ph.D. in Leadership, an M.S.W., and a bachelor's degree in Divinity. John's extensive experience is in government and not-for-profits, as well as the Presbyterian Church. He has facilitated county-based comprehensive strategic human services planning and spearheaded the development of West Jersey Presbytery's Strategic Plan, among other projects. He is adept in developing planning processes and in evaluating human service and educational programs as a Partner from our southern New Jersey office.

Phone: 609-625-2571
Fax: 609-625-8060
E-mail: jash@csmintl.com

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"Facilitator, Coach, Entrepreneur, Systems Thinker Ö Author, Strategist, Educator, Speaker"

Valerie MacLeod runs the Centreís Calgary, Alberta, office as our Partner and Planning Co-Practice Leader. She is passionate about helping clients ìplan their work and work their plan.î Valerie is a skilled and insightful facilitator and coach with extensive expertise in the area of organizational effectiveness. Her dynamic coaching impacts business results by uncovering purpose, sharpening focus on ìthe big picture,î and then providing clients with the tools they need to achieve success on their own. Valerie specializes in group facilitation and team dynamics. The tools she marshals for her clients include: strategic planning and implementation, change management, team-building, motivation, strategy alignment, performance management, and visioning. She works with boards, CEOs, executives, managers, and teams to clarify and achieve vision, values, and strategies. Valerie has an M.B.A. in Human Resources Organizational Development from the University of Calgary and a Bachelor of Mathematics degree from the University of Waterloo.

Full professional biography
Manifesto
Executive feedback on Valerie MacLeod
Sample Calgary Office Clients
The Big Picture: How We Create Value for You

Web site for Valerie MacLeod: www.valeriemacleod.com

Contact information:
Valerie MacLeod
28 Riverwood Manor SE
Calgary, Alberta Canada
T2C 4B1
Phone: 403-236-3928
Fax: 403-279-2705
E-mail: vmacleod@telusplanet.net

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ìExperienced Executive, Entrepreneur, Strategist Ö Marketer, Facilitator/Coach, Speaker, Innovatorî

Alan R. Caron has 25 years of experience as a Centre Partner, senior executive, management consultant, facilitator, speaker, and author of business articles and management guides. He has a proven track record in utilities, communications, services, software, and technology companies from start ups to Fortune 100's. He has developed and implemented strategic plans, new business plans, customer service programs, marketing and sales plans and programs, change management plans, leadership development programs, and new business ideas both as a line executive and Master Consultant. He has a broad range of experience in launching new ventures and in helping companies achieve their next stage of growth and improve organizational performance. He has been a member of both business and non-profit boards of directors from his Tampa, Florida, base as our Marketing and Sales Practice Leader.

Full professional biography
CEO/Executive feedback on Alan Caron

Web site for Alan Caron: www.AlanCaron.com

Contact information:
Alan Caron
632 Bosphorus Avenue
Tampa, FL 33606
Phone: 813-251-6835  
Fax: 813-251-6872
Mobile: 813-786-4620

E-mail: acaron@csmintl.com

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Frank Foster is a Partner in our Atlanta office and has over 20 years experience as an internal and external management consultant, facilitator, and trainer. He consults to CEOs, executives, and mid-level managers in corporate and government settings on issues including strategic management (planning and change), communications, group dynamics, performance management, project management, and OD. He has an M.B.A. (with distinction), a graduate Certificate in Project Management, and a Bachelor of Arts degree in HR Administration (cum laude). Frank is also a faculty member at the University of Georgia. Previously, he was the Manager for Operational Analysis for a large telecommunications company and is a retired Coast Guard officer.

Full professional biography
Client List

Web site for Centre for Strategic ManagementÆ, Atlanta: www.csmatl.com

Phone: 770-761-9746 
Fax: 770-761-0587
E-mail: mailto:frankfoster@csmatl.com

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ìStrategic Thinker, Integrator, Consultant Ö Coach, Facilitator, Planner, Implementerî

Alysin Foster has 19 years as an international consultant and coach to executives and management in the areas of strategic planning, HR planning, organization redesign, and leadership development. Within the Centre, Alysin is the Practice Leader for Organization Redesign, and she runs the Atlanta office where she is a published author and keynote speaker. Helping clients increase their flexibility, responsiveness, and overall organizational performance as a way to maximize profits and sustainability are her hallmarks. Large-scale planning and change efforts are her specialty. Alysin is experienced in both the private and public sectors, including financial services, health care, pharmaceutical, manufacturing, service call-centers, and architectural/interior design firms. Public sector clients include universities and state government. Alysin holds a masterís degree from the University of Michigan.

Full professional biography

Web site for Centre for Strategic ManagementÆ, Atlanta: www.csmatl.com

Contact information:
Alysin Foster
2870 Peachtree Road, #246
Atlanta, GA 30305
Phone: 770-761-9745
Fax: 770-761-0587
E-mail: mailto:afoster@csmatl.com

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Gail Aller-Stead runs our Toronto, Canada, office and is a Partner and Change Management Practice Leader of the Centre. Her greatest strength is working with organizations to help them focus on operational excellence and optimize key opportunities that lead to a sustainable, competitive advantage. Clients include the consumer packaged goods, health care, high tech, insurance, financial services, oil and gas, pharmaceutical, telecommunications, and transportation sectors. Specific skills include strategic management (planning and change management), concentrating on implementation and operations effectiveness, to ensure that plans developed in strategic planning become real (instead of gathering dust on a shelf somewhere). Gail holds an M.Sc. in Organization Development from Pepperdine University.

Full professional biography

Phone: 416-699-1593
Fax: 416-699-1529
E-mail: gailaller-stead@csmintl.com

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ìBaldrige Coach, Entrepreneur, Strategist Ö Systems Thinker, Community Activistî

Gary Rossi, CPCM, CBC, a San Diego based Principal, is the Centreís Practice Leader for Performance Excellence and Process Improvement (PI). His 10 years experience in performance excellence and PI comes from serving on the Board of Examiners for the Hawaiian Quality Award, the Presidential Quality Award (PQA) and the California Award for Performance Excellence (CAPE). He is a CAPE Senior Examiner, Trainer and Examiner Mentor. He also coaches and edits performance excellence and quality award applications. Gary serves as an American Society for Quality (ASQ) Senior Member and an internationally Certified Quality Manager. He holds a Master of Arts in Management with an emphasis in Total Quality Management (TQM). Gary is also a member of the United States Navy Academy Class of 1979 and completed 20 years of service as a Naval Officer leading Naval Special Warfare (Frogman/SEAL) and Bomb Disposal Teams. Additionally, Gary served as a Team Leader for the Navyís Pacific Fleet Total Quality Internal Consulting Team that trained, consulted, and coached Navy organizations located on the west coast to as far as Japan, Korea, and Australia in TQM.

Full professional biography
Executive feedback on Gary Rossi

Benefits of the Baldrige

Client list

Article in US Naval Academy magazine, "Shipmate," Class of '79

Associates of Gary Rossi

Contact information:
Gary Rossi
8818 Calle Perico
San Diego, CA 92129
Phone: 858-538-7988
E-mail: garyrossi@csmintl.com

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ìExperienced CEO and Breakthrough Leader Ö Entrepreneurial Strategist and CEO Coachî

Mike Richardson is based in San Diego and co-leads our High Performance Culture Practice as an experienced CEO. He is a breakthrough leader, who understands the real world of business unit leadership from the inside out. He has 20 years experience from the oil industry to mechanical hardware, electronics and software industriesóincreasingly in the field of enterprise scale solutions, involving systems integration and implementation services. Previously, Mike was Divisional President of the Aerospace Solutions division of a British corporation, Spirent plc. He led the division on a breakthrough journey to a world-leading position, creating an emerging market for Aviation Information Solutions. Mike is British and has extensive international experience, working with all levels of management of some of the worldís largest airlines, militaries and aircraft manufacturers. Mike serves on the Board of the San Diego Leadership Initiative, a non-profit organization promoting Servant Leadership, a community initiative aimed at strengthening San Diego as one of Americaís finest cities. He has an M.B.A. from London Business School and a bachelors in Geophysics.

Full professional biography
Sherpa Alliance
CEO/Executive Feedback on Mike Richardson

Web site for Sherpa Alliance: www.sherpaalliance.com.

Contact information:
Mike Richardson
6744 Camphor Place
Carlsbad, CA 92009
Phone: 760-931-1286
Fax: 760-931-1286

E-mail:
MikeFRichardson@csmintl.com

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ìStrategist, Executive Coach Ö Consultant, Educator, Trainerî

Gregory Henderson is a Principal for the Centre for Strategic Management and head of our Minneapolis office. His consulting practice concentrates in the areas of strategic planning and management, organizational development and change, human resource development, leadership development, executive coaching, performance management, and valuing diversity in organizations. Greg has over 30 years experience in the food industry, 20 years of which were in executive management including President of a $500 million division and Corporate Vice President for a Fortune 100 company. Greg holds an M.A. in Human Resource Development from the University of Minnesota and is currently a doctoral student pursuing a Ph.D. in Organizational Development.

Full professional biography

Contact information:
Gregory Henderson
4600 Weston Lane North
Plymouth, MN 55446
Phone: 763-577-0927
Fax: 763-509-9676
E-mail: GHenderson@csmintl.com 

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ìStrategic Thinker, Implementation Designer, Coach Ö Facilitator, Trainer, Instructional Designerî

Barbara A. Collins is the manager of the Centreís  Baltimore-DC office. She is an organization development consultant and trainer, working with public and private organizations to improve strategic management and delivery of effective human services.  She has 30 yearsí experience as an internal and external consultant, manager, and CEO. Her facilitation and consulting skills are frequently requested for strategic planning and organizational change projects. Barbara has designed and delivered hundreds of adult learning programs, with specialization in strategic management and leadership development topics.

She has worked in the fields of social service, public health, and criminal and juvenile justice at both local and national levels, including public policy development, health, behavior change, community justice practices, and management of correctional institutions. She has participated in the design of research studies and has led the implementation and evaluation of numerous behavior change interventions. She is the Executive Director and CEO of the Juvenile Justice Trainers Association and the International Association of Correctional Training Personnel. Barbara has a B.A. in Psychology and an M.S. in Education.

Full professional biography
Recent clients and projects

Contact Information:
Barbara A. Collins, M.S.
7509 Water Lily Way
Columbia, MD 21046-1488
Phone: 410-381-6885
Fax:
410-381-0567
E-mail:
barbaracollins@csmintl.com

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ìCatalyst, Entrepreneur, and Educator ... Strategic Project Master, Author, and Change Agentî

Terry Schmidt is a Centre Principal who manages our Seattle office. He brings 25 years of global experience as a business strategist and management consultant. Terry has assisted hundreds of organizations in 28 countries become more strategic, productive, and profitable. His clients include Fortune 500 companies, fast-growing companies, national research organizations, and government agencies. Terry has an M.B.A. from Harvard and a B.S. in Engineering from the University of Washington.

Full professional biography

Web site for Management Concepts International Inc.: www.managementpro.com

Contact Information:
Terry Schmidt
P.O. Box 69197
Seattle, WA 98168

Phone: 206-433-0700
Fax: 206-244-3018
E-mail: terry@csmintl.com

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Sheryl D. McTear runs our La Jolla, California, office as the Centreís practice leader in the credit union and financial services industries. Whether the critical issues for a company are financial, customer oriented, mergers, technology, or expansion into new markets, she provides her clients with a tailored process using the Centreís Systems Thinking ApproachTM.  Her in-depth experience with planning and implementation brings her clients a Strategic Management System (Planning-Leadership-Change) that includes methods to incorporate communication, cultural considerations, and participation of all employees and key stakeholders to optimize the ownership required for business excellence and superior results.

As a former credit union executive and CEO with 25 years of industry experience, she has led a successful turnaround of an entrenched financially troubled credit union. She has personally led more than 20 strategic planning and implementation processes. Sheryl has also served as President of a large CUSO, increasing revenue, member options, and reinventing the member program to provide state-of-the art technology. She has led strategy development and deliberations for numerous charter and merger considerations, State and Federal, along with charter conversion and merger implementations. Her experience spans the small to billion dollar range of institutions.   

Sheryl has studied strategy development, creativity, and turnaround management throughout her career and uses these skills to assist companies to develop their strategic plans and achieve their visions. In particular, Sheryl has an outstanding track record of increasing revenue and net income at small and large credit unions through the strategic planning and strategic management process that balances short-term and longer term strategies.   

In keeping with her commitment to assist non-profit organizations, Sheryl has served on many industry and community boards and speaks on varied industry strategic topics. Her education includes a Bachelorís degree in Business, with extensive business and industry courses in strategy, marketing, sales, turnarounds, CUSOs and the quality improvement process. 

Full professional biography

Contact information:
Sheryl D. McTear
7550 Eads Avenue, No. 308
La Jolla, CA  92037
Phone: 858-454-9955
Fax: 619-275-0324
E-mail: 
mctearco@aol.com   

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ìStrategist, Implementation Expert, Change Agent,  Skilled Facilitator, and Instructional Designerî

Marcelene Anderson is a Principal for the Centre for Strategic Management in Toronto, Ontario. She specializes in Strategic Planning and the implementation of plans to assist clients in realizing their ideal future and results. In addition, she provides organizational development, change management, human resource development, leadership development, performance management, and coaching for performance services to support clients in building high performance organizations and teams. She has 30 years experience as an internal and external consultant to pharmaceutical, telecommunication, financial services, consumer products companies, and not-for-profit organizations including aboriginal organizations and First Nations. Marcelene holds an M.A. in Human Systems Intervention from Concordia University, Montreal, Quebec, and Bachelors of Arts in Sociology and Psychology from the University of Minnesota at Mankato, Minnesota.

Full professional biography

Web site for Management Concepts International Inc.: www.ravenSMC.com

Contact information:
Marcelene Anderson
89 Balliol Street
Toronto, ON M4S 1C2
Phone: 416-487-5300
Fax: 416-487-5553
E-mail:
manderson@ravenstrategic.com

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Global Partners and Affiliates
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