Lee Werner, Partner
Expertise
- Supply Chain
- Strategic planning
- Go To Market Strategy
- New Product Development
- Financial Strategy
- Controllership
- CFO
- Entrepreneur training
- Transformative Advisory coaching in Operations
- Training and development
- Feasibility workshop
- Accounting and finance
- Budgeting
- Trade Associations
- Non-Profits
Education and Certification
- BS Accounting – University of Illinois Chicago,
- MA – North Park University
- CPA, CTAO
Representative Projects/Experience
- Over 40 years in leadership positions in areas of strategy, accounting and finance in natural gas, manufacturing, and Not-for-Profit organizations (including trade organizations with member subscriptions and grants)
- Conducted numerous Executive and Customer interviews as part of internal assessment and external environment scan
- Executive coaching services
- Ten plus years as faculty member at The Joseph Business School
- Training entrepreneurs to successfully identify the feasibility of new business projects
- Coach and advise business owners to develop, measure and put in place business dashboards and KPI’s
- Small group coaching of business professionals
- Global entrepreneur training
- Successful new product development of industrial marker
- Corporate governance and ethics – SOX published
- Financial accounting process/procedure improvement
- Cash positioning and cash flow improvements
- General ledger analysis and management
- Provide financial and technical assistance to accelerate growth, expansion, and diversification