My work with clients focuses on disclosures about following elements.
1. The board of directors oversight role with respect to strategy development, recruiting talented people, risk management, and capital expenditures.
2. The link between board and executive incentive compensation and progress towards medium- and long-term objectives.
3. The company's business model and the value drivers of short-term profitability and long-term viability.
4. Management's view of the company's global and local markets.
5. Sources of the company's competitive advantages.
6. Medium- and long-term strategic objectives, strategy execution plans, and metrics/KPIs used to measure progress towards long-term goals.
7. Processes for recruiting, developing, and retaining talented people.
8. Medium- and long-term plans for capital expenditures, R&D, stock repurchases, dividends.
9. Material risks to the company's short-term profitability and long-term viability and risk mitigation plans.
10. Current year performance relative to short-, medium-, and long-term plans.
Who I am is about much more than education, professional history, publications, and speaking engagements. Who I am is about my roots; it's about the bravery and tenacity of my immigrant grandparents. Who I am is about my parents; it's about the way I was raised and the values my parents passed down to me. Who I am is about the South Chicago neighborhood where I grew up; it's about 84th and Muskegon, Coles School, Bessemer Park, Mary's store on Escanaba, Bowen High School, Gassman's, the Commercial, Goldblatt's, and Gayety's. Some people might say that I have lived a life of privilege. I must agree!
I am privileged to be the grandson of four Polish peasants who had the courage to journey into the unknown, enter the United States LEGALLY, pursue their American dream, and overcome the difficulties they encountered.
I am privileged to have had parents who bequeathed to me a love of family and country, a sense of honor, and the strength of character to take responsibility for my life.
I am privileged to be a U.S. Army veteran who served eleven months in Vietnam with the 3rd Brigade, 1st Cavalry Division (Separate).
I am privileged to have attended night classes to earn a Bachelor of Science in Accounting and to pass the Certified Public Accountant exam at the same time I was working a full-time job.
This brief section is my personal Vietnam War Memorial. It is my way of honoring Loren Pampel (Edward Coles School), Alfred Urdiales (James H. Bowen High School), and 58,000 other men and women who died in the Vietnam War.