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Custom Performance Solutions - Consultants

 
 
 
 

Laura Bennett

  • Over 12 years of training and facilitation experience. Clients include energy companies, high tech firms, utilities and non-profits.
  • Skill set includes: strategic planning, team building, leadership development, project management, situational assessment, program development.
  • Holds a Masters in Business Administration and is currently involved in Coaching Certification.
 
 
 
 

Lee Bernstein

  • A trainer, consultant and speaker with a unique approach – “Edutainment”. Lee has performed in comedy clubs, and uses appropriate humor and entertainment principles to deliver trainings and presentations. 
  • Areas of expertise include: management development, interpersonal communication, team building, customer service, sexual harassment, behavioral interviewing, performance management.
 
 
 
 

Denise Cusano

  • An instructional designer who specializes in designing and developing blended training.
  • Key skills include: instructional design, curriculum development, computer-based training, software and pilots and implementations, mobile device pilots and implementations, online help, technical writing.
  • Experience involves a variety of industries, including pharmaceuticals, financial services, consumer products, hospitality, and education. 
  • Holds an M.S. Ed. in Instructional Technology from the University of Southern California and a B.A. in Psychology and Marketing from Fairleigh Dickinson University.
 
 
 
 

Mike Dorn

  • 25+ years of experience as a training and communications professional.  He has worked in numerous capacities (training manager, external consultant, instructional designer and technical writer) in a range of industries including financial services, healthcare, public utilities and biotechnology.
  • Areas of expertise include: assessing training needs, designing and developing instructional materials, training programs and job aids, managing large-scale training projects from initiation through implementation.
  • Holds a Bachelor of Arts in English from the University of California – Santa Cruz and has attended graduate programs at California State University – San Francisco.
 
 
 
 

Shelly Egger

  • Highly successful professional with over 21 years of Fortune 500 corporate and training experience in diverse industries including consumer goods, retail, healthcare, professional seminar development, and financial services.
  • Key skills include: curriculum design, program development/instructional design, training and presentation delivery, project management.
  • Holds an MBA in Marketing from the Ohio State University.
 
 
 
 

Dan Epstein

  • A multi-talented learning & development professional with more than fifteen years of experience delivering solutions for the high technology, automotive, financial services, construction and defense industries.
  • Areas of expertise include: instructional design & multimedia development, project & program management, e-learning & online collaboration, streaming media & webcasting.
  • Accomplishments include managing and developing a professional development program for Cisco’s technical field sales force; designing and producing a real-time parachute skills simulation for US special operations forces; and pioneering the use of live webcasts for Oracle’s sales training organization.
  • Additional experience as an accomplished voiceover artist and radio theater and documentary producer.
 
 
 
 

Carol Franklin

  • Extensive consulting and training experience in coaching, sales and service, and sales management.  Manages client engagements from assessment and customization to implementation and maintenance.
  • Key skills include: group facilitation, management coaching, change management, program implementation.
  • Holds a certificate of completion for the Performance Improvement and Instructional Design Program at the University of Michigan.
  • Completed the Executive Leadership program through the Ohio Chamber of Commerce and Center for Creative Leadership. Also a certified life insurance agent and has held Securities Series 7, 8 and 63 licenses.
 
 
 
 

Kerrie Halmi

  • A coach and facilitator with over 15 years of Human Resources experience in diverse industries including high-tech, financial services, healthcare, and non-profits.
  • Key skills include: executive coaching, team facilitation, leadership development, leadership for women.
  • Specialties include leadership skills for corporate women, team-building and coaching for managers.
  • Recently appeared in a Wall Street Journal article “Grooming Women for the Top”. 
  • Holds an MBA from the University of Michigan (Ross) and a BS in Industrial Psychology from the University of Illinois.
 
 
 
 

Lynn Hauser

  • A retired United States Navy Nurse Corps Officer with a passion for increasing organizational effectiveness through a wide range of performance improvement solutions, all customized to meet the specific needs of the client.
  • Key skills include: training design, development, and facilitation, project management, performance management, leadership and management development.
  • Since retiring from the Navy, has continued in her quest to help organizations succeed through increasing the effectiveness of their biggest asset…their employees.
 
 
 
 

Lisa Judd

  • Over 15 years combined experience in employee and leadership program development, line through executive level facilitation, and organization development.
  • Specializes in project management, strategic planning, employee recognition and culture management.
  • Has directed employee recognition, culture management, training, instructional design and computer-based training departments in several fast-paced organizations, including two Fortune 500 companies.
  • Industries she has served include: Finance, Manufacturing, and Education.
  • Holds a Bachelor Degree from the University of California, Santa Barbara.
 
 
 
 

Allison Kincheloe

  • Skilled instructional designer with 15 years expertise in designing, developing, and implementing training programs and performance solutions.
  • Capabilities include: designing and developing training programs, writing and editing user guides, job aids, manuals, and workbooks, creating user-friendly documentation, coaching instructors on facilitation and presentation skills, developing and producing marketing tools to promote and complement training offerings.
  • Industries she has served include franchising, real estate, fast food, insurance, pharmaceutical, retail, public utility, healthcare, and automotive.
 
 
 
 

Retha L’Ecuyer

  • Over 20 years experience helping organizations improve their bottom-line through leadership training and organization development initiatives.
  • Partnered with companies in the fields of energy, financial services, healthcare, hospitality, military, mining, telecommunications, and transportation.
  • Strengths include: leadership and professional development facilitation, organizational development, career development, program design.
  • Holds a Masters degree in Human Resources and Organization Development from the University of San Francisco and certification as Master Facilitator with Development Dimensions International (DDI).
 
 
 
 

Cindy Minton

  • Over 20 years of extensive experience in the development of sales, marketing, training programs and strategies for multiple industries including retail, healthcare, publishing, and financial services.
  • Areas of expertise include: strategic planning and execution, training development and facilitation, product development and launches, staff development and training, development of marketing and communication programs.
  • Graduate of Southern Methodist University with a Bachelor’s degree in Business Administration with an emphasis in Marketing and minors in English and Studio Art.
 
 
 
 

Bill Mowery

  • Experienced graphic designer who has served such clients as Adidas, Intel, Macromedia, PayPal and Wells Fargo.
  • Specializes in: graphic design (print/web), motion graphics/flash, website design and development.
  • Collaborates with local bands to design album art, promotional packages, and web sites.  When he’s not immersed in graphic design, he can be heard playing drums for Oakland-based indie rock band Truxon.
 
 
 
 

Joann Nakamura

  • Over 20 years experience in instructional design and facilitation in a variety of industries that include finance, bio-technology, health care, import/export, utilities, and home improvement.
  • Designs, develops, and consults with clients for implementing technical, sales, and relationship building skills programs.
  • Specializes in the development of facilitator-led workshops, self-study courses, and resource manuals.
 
 
 
 

Leslie Raasch

  • Communications consultant, training professional and freelance writer with over ten years of experience in instructional design, content facilitation, project management, internal communications,  needs assessment, conducting surveys, and test development.
  • As an independent consultant, she has worked with professionals from the financial services, real estate, healthcare, food service, insurance, payroll, and retail industries.
  • Specializes in: instructional design, information design, customized learning maps, project management.
  • Holds a Bachelor of Arts degree in English with an emphasis in writing from California State University, Long Beach, CA, and a strong background in financial services.
 
 
 
 

Rachel Rodriguez

  • 17 years experience in leading training programs in depth with various Fortune 500 companies, specializing in leadership development, communication and team performance. 
  • Experience includes: training and coaching all levels of employees, from executive leadership to frontline employees, across a variety of professional development topic areas.
  • Key skills include: consulting, facilitation, writing, teambuilding, leadership development.
  • Extensive corporate experience linking team and individual performance skills to business. Provides practical tools for growing leadership and improving communications, to produce a higher impact organization.
 
 
 
 

Paul Talcott

 
 
  • Over 16 years combined experience in executive sales leadership, sales and development, and deploying employee development programs.
  • Specializes in delivering results through coaching, developing and aligning goals, sales campaign development, strategic planning, and driving positive culture change.
  • Has led and successfully managed sales teams and divisions of Fortune 500 companies including United Health Care, Pacificare, and Blue Cross of California. 
 
   
 

Rae Tanner

  • Rae has two decades of corporate training experience in diverse industries and holds a Master of Arts in Organizational Leadership and Learning.
  • Specialties include millennial leadership, coaching, progressive learning methods, sales force development and HR/OD consulting.
  • Has been published in several national management journals and professional publications on various topics related to human performance.
  • Has designed, developed, implemented, and evaluated numerous successful performance improvement programs and strategies within the financial services, healthcare, biotechnology and retail industries.
 
 
 
 

Lauren Schwartz

  • A highly skilled instructional designer and technical writer with over 10 years experience.
  • Key skills include: consulting, instructional design, process training, sales & service programs.
  • Holds a master’s degree in organization management and a bachelor’s degree in business administration.
  • Member of the Society for Technical Communication (STC) and the American Society for Training and Development (ASTD); the latter awarded her its Distinguished Service Award in 1997 and 2006.
 
 
 
 

Cindy Shundo

  • Instructional Designer with over 18 years of experience developing training materials in the retail, financial services, electrical utility, healthcare, and biotechnology industries.
  • Support tools include: computer-based training, web-based training, instructor-led training, storyboards/scripts, user guides and manuals, job aids, PowerPoint presentations.
  • Expertise consists of organizing and coordinating multiple projects, meeting commitments and deadlines, and practicing excellent interpersonal, communication, and relationship building skills.
 
 
 
 

Luanne Stevenson

  • 20 years of employee, management and leadership development experience.  She has served such industries as telecommunications, high-tech, financial institutions, non-profit, academia, and government. 
  • Key skills include: group facilitation, management coaching, performance consulting, instructional design.
  • Specialties include classroom training, interactive webinars, action learning, 360 assessments, mentoring and coaching. 
  • Holds a Masters of Arts degree in Management and a Bachelor of Arts degree in Organizational Communication.
  • Faculty member at Chapman University, JFK University, American Management Association (AMA), Las Positas Community College and University of California Extension, Davis.
 
 
 
 

Helayne Waldman

  • 25 year veteran of the training, education, software and media fields. She has taught instructional design, multimedia production and video production at San Francisco State University, Mills College, and the Helsinki School of Business and Economics in Finland. 
  • Additional experience includes: producer with public broadcasting, and training consultant to: Apple Computer, Scholastic Software, Cognos, Bank of America, AAA, the U.S. Energy Dept. 
  • Key skills include: sales readiness, presentation skills, business writing, media development, curriculum design.
  • Current contributor for several San Francisco Bay Area newspapers including the Contra Costa Times and the Peninsula Daily News.
 
 
 
 

Suzanne Weissenberg

  • Over 20 years of experience in Instructional Design and Performance Improvement in a variety of industries including Information Technology, Financial Services, and Healthcare.
  • Expertise includes: analyzing performance issues, assessing training needs, selecting instructional strategies, designing effective program materials.
  • Specializes in technical and online program development, and is also proficient in a variety of desktop publishing and authoring programs.
 
 
 

 

 



   
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