Practitioner's Professional Synopsis

• Executive Summary Book Reviews
• Articles on Leadership & Entrepreneurship
• Programs for Financial, Insurance, Wealth Planning & Banking Institutions
• Organizational Programs
• Television Programming

Executive Summary Book Reviews

Southwest Florida Business Magazine, Gulfshore Business Magazine, Naples Daily News Business to Business, Women in Sports

Covey, Stephen R.  The 8th Habit: From Effectiveness to Greatness. Freepress, 2004.

Drucker, Peter F., Maciariello, Joseph A. (ed.) The Daily Drucker:  365Days of Insights and Motivation for Getting the Right Things Done.  HarperCollins Publishers Inc., 2004.

Friedman, Thomas.  The World Is Flat: A Brief History of the Twenty-first Century.  Farrar, Straus, and Grioux, 2005.

Gladwell, Malcom.  Blink: The Power of Thinking Without Thinking. Little Brown & Co., 2005.

Herbold. Robert. The Fiefdom Syndrome:  The Turf Battles That Undermine Careers and Companies – and How to Overcome Them.  Doubleday, August 2004.

Hrebiniak, Lawrence C.  Making Strategies Work:  Leading Effective Execution and Change.  Wharton School Publishing, 2005.

Morgenstern, Julie. Making Work Work: New Strategies for Surviving and Thriving at the Office.    Simon & Schuster,  2004.

Stein, Ben and DeMuth, Phil. Yes, You Can Still Retire Comfortably!  The Baby-Boom Retirement Crisis and How to Beat It.  New Beginnings Press, 2005.

Sheldon Bowles, Richard Silvano, Susan Silvano.  Kingdomality:  An Ingenious New Way to Triumph in Management.  Hyperion.  2005.

Welch, Jack and Suzy Welch.  WINNING.  Harper Collins Publishers Inc., 2005.
Words:  302

Yokoyama, John and Michelli, Joseph, Ph.D.  When Fish Fly:  Lessons for Creating a Vital and Energized Workplace. Hyperion, 2004.

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Various Articles on Leadership and Entrepreneurship

Gulfshore Business Magazine, Naples Daily News Business to Business

Chuck Lousnbury, Executive VP for Ryder Truck Strategic Initiatives. Leadership, Learning and the Future:  Ryder Truck Keeps Rolling Along

Allison Miller, former COO Hillcrest Bank and former restructuring team for Shangi Hi National Bank.  Leadership Case Studies Real Time – Real People – Real Lessons 

Edward Morton, CEO NCH.  Forward Thinking Leaders Look to the Past: Blending Biographies and Business Book for Success

Alan Reynolds, CEO Wilson Miller Engineering & Planning. Bottom Line: Our People Are the Bottom Line  

Dan Schmitt, Founder, Chief Executive Officer and President of Anthony, Allan & Quinn.  Reading for Mastering the Art of Living-The Entrepreneurial Way  

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Programs for Financial, Insurance, Wealth Planning and Banking Institutions

Programs designed and delivered for organizations such as CPA firms, Wachovia Bank, Fifth Third Bank, Harris Private Bank, Huntington Private Bank, Hillcrest Bank, Northwestern Mutual Life, Cox & Nicci, Robert W Baird, Florida Institute for CPA’s, Community Foundation, Financial Planning Association, Human Resource Association

Women

• Wise Women of Influence
• Empowerment Forums for Grace and Elegance in Transition
• The Feminine Way to Wealth: How Smart Women Finish Rich and Whole
• Women, Meaning and Money
• When Life Hands You Lemons
• Wigwams, Quilting Bees and GNO (Girls Night Out)
• Everything You’ve Always Wanted to Know About Wealth But Were Afraid To Ask
• Shattering Money Myths for Women

Generational Issues

• Financial/Generational Marketing
• The Aging Opportunity
• Rocking the Ages:  Generational Differences
• Women Philanthropist:  How Boomer Women are Rewriting Legacy Building
• Passing the Baton: Preparing Adult Children for the Emotional Complexities of Inheritance
• Wealthism: The Prejudice against the Haves
• 15 Steps to Successful and Fulfilling Retirement  
• Retirement Security: Keeping an Eye on Your Emotional Investments
• A New Retirement Philosophy: When Boomers Enter the Retirement Zone
• Aging in Place vs Universal Design:  Designing Our Parent’s Destination
• Succession Planning: Transitions Agendas
• Mentoring Smart Kids: Legacy Building from Cradle to Grave
• The Unspoken Issues:  Generational Money Matters
• Affluence: Deny or Comfort
• Wealth with Responsibilities
• Cursing or Kissing Cousins: Keeping Family Together

Performance Enhancement

• Insight to Communication Styles
• 7 Habits of Highly Effective People (Covey Certified)
• irst Things First – Self Management
• The Key to Motivation – Your Inner Generator

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Organizational Programs

XEROX, John Hancock, International Management Council, Wachovia Bank, Fifth Third Bank, Harris Private Bank, Huntington Private Bank, Hillcrest Bank, Northwestern Mutual Life,  Economic Development Council, Prudential Securities, Collier Building Industry, Hotel Motel Management Association, Meeting Planners International

Communication

• Insights into Communication:  Valuing the Differences
• Crisis Communication:  Heading off the Wolves

Cultural Change

• A Crash Course in Culture Change Summary of Key Thinkers' Ideas
• On Culture Integration and Change
• The Human Side of Change:  How To Survive and Thrive
• Strategic Planning for Change

Customer Service

• Loyalty Profit Chain:  Federal Express Style
• The Red Tape Mummy:  Unwrapping Customer Service
• Attitude is Everything

Executive Coaching

• Dispelling Myths on Executive Coaching
  • Look for the Energizer Bunny – Top Performers Who Keep Going
• Integrity in Business Does Pay Dividends
• Six Traits of Effective Leaders
• Building a Team on Vision, Commitment and Trust

Leadership

• Leadership and the New Science: Energy Management
• Are Leaders the Solution or the Problem? 
• Excellence in Leadership Series
• Working Close to the Revenue Line
• 10 De Motivating Factors of Teams
• Leader or Manager:  When to do What
• Guerilla Tactics for Developing Successful Recruitment and Retention Tactics  
• Retention Strategies: More Values = Less Migration
• Removing the Blame in the Game of Business
• Emotional Intelligence:  The Other IQ
• Accountability that Works
• The Paradox of Agreement
• Team Building Plus: From Dysfunction to Function
• Would I Follow Me?
• Developing Intrapreneurs
• Six Traits of Effective Leaders

Spirituality and Business

• Up Your Attitude With S.T.Y.L.E.  - Steps To Your Life’s Enrichment
• The 13th Step:  Stepping out for the Authentic Soul
• Business as Calling: Finding Meaning Between 9-5
• Passion + Purpose + People = Profits Encouraging the Heart Positive Discipline
• The Power of WE
• Self Awareness in one Thing - Transformation in Quite Another
• Master Mind to Think and Grow Rich

Stress Management

• Hurricane Blues-Stress Management in Times of Uncertainty (article)
• Get a Grip and Let Go:  Mental Exercises for Golfers
• Super Quick Stress reduction Techniques for Workaholics

Professional Development

• Superstar Networker:  How to Outshine Your Competition
• The 7 Habits of Highly Effective People/Speakers/Managers/Teens
• Choosing the Right Speaker, Facilitator or Consultant
• Self Management is Time Management

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Television Programming

Dreams Realized SW Florida Style.  Magazine Style format featuring a golf, tennis, cooking tip, special interviews, and a local charity spotlights.  Conceptualized and designed for developer as strategic marketing initiative.

The Changing Tides of Business:  Successful strategies for Navigating the Seas of Change.  Interviewd experts from around the country as well as produced and hosted the 13 week series.

Building Excellent and the Human Quest: Secrets to Building Morale and Productivity. (Featuring Tom Morris, Ph.D., author of If Aristotle Ran General Motors)

Get the F Word Out of Vocabulary: How Fear Impacts Organizations and its People (Maryellen Dorsette, Ph.D.)

When Work Isn’t Working Anymore: Starting Your Own Business Venture
(Featuring Bernie Turner – Founder of Walden University)

The Role of Vision, Value and Purpose in Your Business: Walking the Talk (Featuring John Biffar, 4 time Emmy Award Winning Documentary Journalist)

Alternative Strategies for Career Change:  Life as Career (Featuring Anna-Miller Tiedeman, author of Lifecareer)

21st Century Leadership: Getting Ready for Tomorrow.

Financial Fitness:  It is Never too Late to Get Into Shape (Featuring Robert W. Baird)

Selling with Integrity (Featuring Sharon Drew Morgon, author of Selling with Integrity)

Generational Marketing:  matures, Boomers and Xers in the Marketplace (Featuring Walker J Smith, co author of Generational Marketing)

New Paradigm Motivation:  The Confusion of Loyalty in the World

Creativity in Business:  Harnessing Your Company’s Intellectual Capital (Featuring Michael Ray, Ph.D., professor at Stamford University and author of Creativity in Business)

Handling Difficult People (Featuring Tony Allesandra, author of People Smart)

Business Athletes:  Fitness for Executives

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