TAB Franchisee Profiles at a Glance

Below are some profiles of successful TAB franchisees. All TAB-Certified Facilitators/Coaches have extensive experience as a corporate executive, business consultant or entrepreneur with professional expertise in the following areas, just to name a few:

Sales
Human Resources
Marketing
Law
Accounting
Advertising & Communications
Military Operations
Strategic Planning
Finance
Telecommunications
Engineering

Franchisee Background: Sales

Bringing over 20 years of experience in sales, service, operations and marketing, this TAB franchisee is the president of a consulting firm and through The Alternative Board^®, provides peer advisory and business coaching services to privately held companies. She has held senior executive leadership positions in every size company from a multi-billion-dollar global organization to a start-up operation. Her core competencies include building high-performance teams, negotiating winning contracts and leading change management.

She has experienced the booms, the busts and the reinvention of the telecom industry, for which she uses her expertise to help businesses through tough times, reinvention and creating a highly productive staff with limited resources. She graduated with a degree in Marketing and Business Logistics, as well as from Harvard Business School’s Program for Management Development. Now as a TAB-Certified Facilitator and coach, she is able to use her breadth of expertise to advise diverse businesses across many industries.

Franchisee Background: Human Resources

Holding the Senior Professional in Human Resources designation from the Society of Human Resources Management and the Certified Compensation Professional designation from World at Work, this TAB franchisee not only facilitates and coaches TAB Board members, but is also the president of a consulting firm specializing in synchronizing workforce resources with business strategy. He brings over 20 years of experience designing and implementing performance management, motivational and rewards solutions that achieve business strategies in organizations ranging from a small manufacturer to the second largest bank in America.

Owning a TAB franchise allowed him to relocate to a new state, establish a local consulting client base and, at the same time, provided an outlet for him to apply his extensive human resources expertise.

Franchisee Background: Marketing - Strategic Development

With a 20-year history of success in leading high-performance marketing teams and building lucrative, strategic relationships, this TAB franchisee is Founder and President of a consulting firm that works with executives to uncover and eliminate common barriers to profitable revenue growth. Facilitating and coaching TAB Boards^® gave her the opportunity to expand local consulting opportunities within a protected territory.

Before becoming a TAB-Certified Facilitator, she served as a board director, senior executive and corporate consultant for several companies. Most recently, she served as Vice President of Corporate and Industry Relations at a leading data management company—where she managed global responsibilities for strategic alliances, customer relations, public relations, industry analyst relations and employee communications. She has degrees in both business and education and is a certified teacher in marketing, management, entrepreneurship and other general business courses.

Franchisee Background: Marketing – Product Development

A seasoned product management and marketing executive, this TAB franchisee has extensive experience implementing new product initiatives, defining market requirements, developing product roadmaps, creating marketing collateral, identifying partner requirements and leading all aspects of “whole product delivery.”

She has exceptional skills in building high-performing teams, large and small, that lead to increased sales and revenues. She is also very experienced working with worldwide channels to manage customer requirements and to assist sales in market acceptance and strategic presentations. She holds a bachelor’s degree in business administration and communication, as well as a PhD. Recently relocating to a new city, she decided to invest in a TAB franchise to establish and build a local consulting base and strong referral network.

Franchisee Background: Law

In addition to running his own TAB business, this franchisee is president of a general management and professional services consulting company. His 17-year corporate career encompassed engineering, sales and legal roles within prestigious multinational companies, culminating in a position as Senior Vice President-General Counsel for a multi-billion-dollar consumer products company. He is an honors graduate in Engineering and holds a law degree. He took advantage of the TAB franchise opportunity to build long-term client relationships, applying his business knowledge more diversely than his professional training.

Franchisee Background: Accounting

This TAB franchisee is a chartered accountant with over 25 years of management and financial experience in both large organizations and entrepreneurial ventures. Most recently he was the Chief Operating Officer of a TSX-listed company with responsibility for product development and growth management. Through TAB, he assists business leaders to find an answer to the growing needs of their organizations and for solutions to their long- and short-term management problems. The Alternative Board^® gave him the opportunity to use his strong accounting knowledge to help local entrepreneurs.

Franchisee Background: Advertising & Communications

In addition to facilitating TAB Boards^® and serving as a private coach to his members, this TAB franchisee is also the founder and president of a firm specializing in strategic marketing consultation and direction for business, industry and non-profits. In his over 35 years of experience, he has played an integral role in the successes of international airlines, hotel and car rental companies, the nation’s largest consumer products companies, financial institutions and scores of small businesses.

Before founding his consulting firm, he spent five years as the CEO of America’s second largest charity. A graduate in Economics and Sociology, his areas of special focus include strategy development and implementation, team-building, executive and motivational training, and all aspects of communications. He was drawn to The Alternative Board^® because it gave him an opportunity to culminate his professional experiences while becoming more actively involved in his business community.

Franchisee Background: Military Operations

Married with small children, this TAB franchisee wanted an opportunity to control his work/life balance upon the conclusion a distinguished military career. He spent the last nine years designing, developing and facilitating hundreds of war games and seminars and was recognized for his strong team-building and facilitation skills. This experience provided him with a keen understanding of how to address problems using group dynamics and taught him the art of facilitation, a cornerstone of the TAB process.

His world experiences, business savvy and facilitation skills bring great value to his TAB members. His experience in strategic planning is of particular value, enabling him to guide his members in planning and strategizing their business visions and goals. He possesses a Masters of Business Administration in Finance, a Masters of Arts in Strategic Planning and is a distinguished graduate of the United States Naval Academy, where he earned a Bachelor of Science degree in Aerospace Engineering.

Franchisee Background: Strategic Planning

In addition to facilitating monthly boards, this TAB-Certified Facilitator and coach is co-owner and president of a firm specializing in working with medium-sized public and private organizations to develop the proper culture and tools for systematic process improvement and optimization.

He has nearly 25 years of experience in both the public and private sector of the water utility industry. Specifically, he has spent the last 14 years analyzing existing organizations, then developing and implementing strategic plans designed to increase the value and effectiveness of the organization from both a stakeholder’s and customer’s perspective. His expertise also includes goal attainment, resource need identification & acquisition and company culture creation & transition.

The TAB opportunity was right for him because he was able to control his work/life balance, while gaining the effective processes, business resources and sales and marketing support unique to The Alternative Board^®.

Franchisee Background: Finance

The former CEO of a $1 billion savings bank, this TAB facilitator and coach is president of a consulting practice focusing on strategic planning, sales & marketing, financial performance and mergers & acquisitions. He has over 25 years of executive experience, specializing in finance and general management. He is also a director for a property and casualty insurance company, as well as a member of the National Board of Directors of a large non-profit organization.

He came to TAB because it provided him with an outlet to utilize his focused industry expertise to strengthen community businesses, while also providing the training, support and business tools & resources to be his own boss.

Franchisee Background: Telecommunications

The owner of a TAB franchise and two consulting groups focusing on Internet and communications services, this TAB facilitator and coach focuses on helping communications and data service providers attain market and revenue growth during challenging times of consolidation, competition and constrained access to investment capital.

Prior to forming his consulting companies, he served as Vice President of Internet Services for a major communications company. He gained first-hand experience in developing and deploying the evolving range of Internet services. This experience gave him exposure to complex data infrastructure projects providing technology and communications solutions to small and medium-sized businesses.

He holds a bachelor’s degree in Political Economics, underwent post-graduate studies in finance, and attended executive development programs at 3 prestigious universities. Achieving more control over his own success and income were the features that attracted him to the TAB opportunity.

Franchisee Background: Engineering

A recognized leader in various industries, including automotive, equipment manufacturing, engineering services and defense contracting, this TAB franchisee advises small and medium-sized privately owned businesses in operational strategy, profitability improvement initiatives, new business development, lean transformations and business turnarounds. Over the past two decades, he has held senior leadership positions in the automotive industry such as Chief Operating Officer, General Manager, Vice President and Director.

He has a Bachelor of Science in Engineering Metallurgy, a Master of Science in Mechanical Engineering and a Master of Science in Manufacturing Management. He is also a member of the Turnaround Management Association and Association for Corporate Growth, as well as other professional organizations.

A TAB franchise gave him the opportunity to transition out of a corporate career and to utilize his professional training and apply his functional experience facilitating and coaching TAB Board members.

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