strategic planning

strategic planning

Umbrex is pleased to welcome David Corral. David has been BCG Digital Ventures CFO for last 9 years scaling the operation of this Corporate Venture business from zero. Prior to that in his long tenure career at BCG has run global, regional and finance teams been recognized as a trusted partner who articulates a strategic […]

Umbrex is pleased to welcome Brendan Lippman with BeaconStreet Advisors.  Brendan is the Founder of BeaconStreet Advisors, a strategic consulting firm who specializes in B2B SaaS customer growth. Brendan has a track record of driving increased customer retention, upsell rates, and operating efficiency via holistic improvements to post-sales operations and customer experience. In addition, Brendan […]

Umbrex is pleased to welcome Akshi Federici with Vision Realize. A summary of Akshi’s experience follows. “Chief Operating Officer (COO), Founding Venture Partner, Executive Director with ~20 years of hands on operating, strategic, and entrepreneurial experience at leading organizations. Throughout my career, teams have turned to me to setup operations, streamline and scale execution (from […]

Umbrex is pleased to welcome Neal Kaufman with Bloomfield Advisors. A summary of Neal’s experience follows. “Over the past 25 years I have successfully led and built organizations and teams through significant periods of expansion and transition, with a focus on raising Capital. My approach to operations focuses on integrating strategic planning, financial projections and […]

If you are running complex initiatives, your biggest challenge is usually aligning action across various teams to deliver results as planned. What can you do to make your plans more sticky? Drawing from her expertise as an Executive Coach and Strategist, Pam Fox Rollin lays out 5 tips on how to make plans real. Act […]

Umbrex is pleased to welcome Rumbidzai Mufuka with KAVA Consultancy.  Rumbidzai spent five years as a communications and change management specialist in the public sector practice at Booz Allen and Guidehouse (formerly PwC Public Sector. She has been running her own consulting firm since 2020, and has supported select nonprofit clients since 2016. After her […]

Umbrex is pleased to welcome Olaoluwa Adeola with Leke Services. Laolu is an experienced strategy consultant with 10+ years in automotive and mobility industry. Thrives in fast paced environments, relying on data-driven insights to solve complex problems with a customer focus. Proven record in strategic planning and driving growth. Effective communicator and collaborator with strong […]

In this article, Martin Pergler explains why timing is so important when applying risk insights to strategic decision-making. Why timing is everything when it comes to effective risk management There is much discussion over how institutions should do risk management. In addition to who should be doing it, what is it (risk management… even risk […]

In this article, Caroline Taich shares how to avoid a critical mistake when setting up your strategic planning process. Much of my work involves strategic planning. Over the years I have observed that there are different kinds of strategic plans, and different views on what constitutes an excellent plan. This can lead to trouble when […]

Umbrex is pleased to welcome Michelle Wald. Michelle is a strategic leader passionate about using business as a force for good. She has significant experience in strategic planning and operational execution across small and large consumer goods companies. After studying business as a dual-sport athlete at Cal, she started her career in management consulting at […]