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 Expert  721907

Expert in Corporate Governance, Business Strategy Review, Business Intelligence/Audit, and Compensation

Available for your Consulting and Expert Witness Needs

California (CA)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert has experience with board director and executive review, evaluation, and management of events as they change and occur in business. He believes that effective board and managerial control succeeds when strategies acknowledge a logical view of decision-making styles. Proficient decision-making generates effective managerial control and valuation of the business while strengthening the business's strategic performance in its world.

Expert's software program, Strategic Information Management (SIM), allows users to formulate, consolidate and sustain their distinctive decision-making proficiency and influence the effective managerial control and valuation of the business. The premises used to create a sensible board and management control program (business strategy review design, process, and performance) originate with the following business concerns: definition and evaluation of core business competencies, values, and needs; analysis and judgment of how the competitive enterprise operates; and business strategy review, effect, and assimilation with dynamic and often obscure external environmental forces.


management decision-making


business ethics


business management


decision support system







Expert believes that successful managerial control of a business is attained with a logical decision-making method and his proprietary software, Strategic Information Management (SIM), captures this intent. Competitive factors such as profits, price, quality and service can be evaluated with his results-driven operational software model. His program also creates a memory track, or history, of a company's decision style for optimum managerial control of the changing business and enables companies to classify accurate business intelligence within general or adapted strategic business principles, including strategy review and audit practices.

By organizing accurate information within general business principles, Expert can help companies create a design for formulating, consolidating, and sustaining board and executive decision-making expertise. As a result, the decision-making expertise creates an effective management team and increases the value of the business, while strengthening the business's strategic performance.


strategic planning


corporate strategic planning


command, control, communication and intelligence


knowledge management

SIM software offers owners a total design for formulating and strengthening executive decision making acumen for both business and mergers and acquisitions strategies. Expert's experience and connections offers clients a full range of business, pricing, financial, and M&A consulting services.

By using Expert's techniques and retaining his services, you will secure powerful, systematic, and confidential decision making proficiency and, subsequently, strengthen your strategic position in your markets.

Decision Focus:

•Pricing, finance, organization, and compensation designs •Business Analysis and Management Strategies •Business Strategy Review, Integration, and Governance


•To create reliable business intelligence and effective managerial control by using Strategic Information Management (SIM) Software.

Accurate business analysis creates the basis for effective decision making in today's competitive business environment. Business analysis effects confident managerial command over the opportunities, risks, strengths and limitations facing your business and its vital business centers.

Business acumen organized with Expert's software subsequently affords you with a powerful, systematic, and confidential decision making technique.

Successful management strategies are attained with a logical decision making method. Decision strategies developed with Strategic Information Management (SIM) software capture this intent. Competitive factors such as profits, price, quality, and service are evaluated with Expert's results-driven operational software model. A memory track (a history) of your decision style is produced for optimum managerial guidance of your changing business.

Resourceful Owners, Executives and Board Directors using SIM software are enabled to subsume (organize) accurate information within general business principles. Premises used to create an effective managerial business construct (business strategy design, process, and implementation) originate with the following business concerns:

•Definition and evaluation of core business competencies, values, and needs. •Analysis and judgment of how the enterprise operates. •Business strategy review, effect, and assimilation with dynamic and often obscure external environmental forces. Subsequently, Expert's SIM software program provides a design for formulating, consolidating, and sustaining owner and Board decision making acumen. Effective methods for both business and mergers and acquisitions strategies will strengthen your business's position in its markets.


business strategy review


corporate governance


business analysis


business valuation






strategic management


strategy development

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Los Angeles, California;  San Diego, California;  Long Beach, California;  Santa Ana, California;  Anaheim, California;  Riverside, California;  Glendale, California;  Huntington Beach, California;  San Bernardino, California;  and Chula Vista, California.

Year   Degree   Subject   Institution   Honors
1991   Ph.D.   Decision Strategies   Southern California Institute and Western Pacific University  
1989   M.B.A./M.A.   Business Administration/History   Claremont Graduate University   University Fellow--Dual Degree Program
1972   A.M.   History   University of South Dakota   Grant and Teaching Assistantship
1971   B.A.   Philosophy and History   Augsburg College  

Work History:
Years   Employer   Department   Title   Responsibilities

1993 to


COLLIGATED® Solutions and Systems





Expert is the owner and President of this company, as well as a Certified Management Consultant (CMC). He applies his expertise and methodology to mergers and acquisitions, business/corporate governance, strategy review, business intelligence, audit, and compensation matters.

1986 to 1993


PolyCentric Strategies, Inc. & PolyCentric Strategies, II



President/Owner and Consultant


In addition to being the owner and President, Expert was a consultant. He developed a copyrighted computer-based program designed for creating and directing business strategies. On February 17, 1993 Expert sold his "PolyCentric" business mark to Digital Equipment Corporation (DEC) for their use as "Polycenter Solutions". Polycenter Solutions not only automates information systems operational tasks, but also provides management and executive consulting services.

1986 to 1986


Bank of North Dakota


Administration and Finance


Vice President/Director of Strategic Planning


Expert directed a "Strategic Plan and Planning Process." He also created an effort that included the analytical procedures, variable definitions, and report generation needed for financial and economic modeling. One analysis estimated the performance of BND (a billion dollar institution) earnings against its deposits.

1984 to 1985


Hughes Aircraft Company


Space & Communications Group


Senior Corporate Consultant, Senior Systems Coordinator


Expert participated on several NASA projects, including an assessment to justify financing for hardware/software purchases in the Space Vehicle Assemblies and Systems Integration Division; a decision-making model pertaining to the NASA Commercial Program Office proposals for satellite communications and space shuttle business projects; a project to evaluate the probability of computer use in the Systems Operations-Spacecraft Testing Division; and a configuration management plan that was applied to the assembly of communications satellites.

1979 to 1982


NOR-CON Development Corporation



President and Consultant


As President of NOR-CON Development Corporation, Expert provided business planning and financial consulting services to manufacturers, utilities, private and public agencies, and energy concerns throughout the North Central states.

1981 to 1989


Claremont Graduate University


Dual-Degree Program


University Fellow


Expert was enrolled, full-time, in the Claremont Graduate University as a University Fellow.

1976 to 1980


State of North Dakota; the Souris Basin Economic Development District (SBEDD); and the U.S. Senate


Executive Office: Public Finance and Planning; SBEDD Economic Development; and US Senate Post Office




Expert directed an economic strategy development program for the North Dakota Public Investment Plan. His management team consisted of executive officers from various federal and state government offices and financial institutions.

1972 to 1976


3M Company-3M Center


Tape and Allied Products Group-Packaging Systems Division


Laboratory Technician


Expert conducted quality control evaluations for marketing, engineering, and production managers. Product quality was assured through statistical measuring techniques formulated to examine the physical properties of filament tape construction. He evaluated sales, production, and experimental tape runs based on statistical databases and information generated from Instron testing equipment.

Career Accomplishments:

Expert is a member of the Institute of Management Consultants.


Expert is a Certified Management Consultant (CMC) by the Institute of Management Consultants. Expert is a CMC-Emeritus. He has kept his California Life and Health Insurance License active since 1988. California Real Estate License is an active license necessary for conducting mergers and acquisition business in California.

Professional Appointments

Expert is an active member of the Southern California Chapter of the Institute of Management Consultants (since 1987). He has served on the Board of Directors for serveral years as Treasurer, Conference Chair, Executive Vice President, President, and Chair of the IMC Southern California Chapter. Presently, he is serving on the IMC Orange County Board of Directors. He was also a University Fellow in the Dual Degree Program at the Claremont Graduate University (1981-1983: MBA/MA) and served on Alumni Boards for the Graduate University and the Peter F. Drucker Graduate School of Management (during the 1990's). Expert also served as the Board Chairman of the ND Regional Economic Planner's Conferences while at the SBEDD (78-79).


Expert was a University Fellow at the Claremont Graduate University from 1981-83. He received a University Teaching Assistantship and Grant from the University of South Dakota, Vermillion, in 1971-72. He was listed in Who's Who in the Midwest in 1987 and has been listed in Who's Who in California since 1988. He is also listed with the Institute of Management Consultants, Gale Research, Kennedy Consultant Information services, and other directories.

Publications and Patents Summary

Expert's book was published by Vantage Press, Inc., New York, in 1995. His book was digitized by the Indiana University Press in 2008.

Incontestable trademark status was established August 1999 and February 2004 (through 2014) for Expert's system software.

Expert has 18 professional in-house publications.

Selected Publications and Publishers  
 - Vantage Press, Inc.  
 - COLLIGATED(R) Systems  
 - PolyCentric Strategies, Inc.  
 - Bank of North Dakota  
 - Hughes Aircraft Company  

Government Experience:
Years   Agency   Role   Description
1979 to 1980   State of North Dakota   Executive and Financial Consulting   Expert advanced and produced the "Priority Project Identification and Assessment Effort: An Economic Development Strategy" for the ND Executive Office's North Dakota Public Investment Plan. His efforts provided a cost-effective technique for securing investment capital to qualified businesses through a standardized public sector financial application. He directed a management team consisting of executive officers from the Bank of North Dakota and its Board, the ND Governor's Office, ND Regional Economic Development Districts, and the U.S. Departments of Small Business Administration, Commerce, Agriculture, and Housing and Urban Development.
1979 to 1979   Basin, Verendrye, and Central Power Electric Cooperatives   Project Leader, Department of Energy Application   Expert directed the Energy Management Planning Team's proposal for "Constructing a Wind Measuring Tower Resulting in the Installation of New, Large Experimental Wind Turbine Systems." He and his team secured 100% financing for a wind measuring tower from the U.S. Department of Energy, Richland Operations Office, Richland, WA. The project was one of 20 selected from a national pool of 580 applicants.
1978 to 1979   Souris Basin Economic Development District (US Department of Commerce and ND State Planning Office)   Economic Development Planner   Expert designed and directed the "Overall and Comprehensive Economic Development Strategies" that targeted financial and marketing resources ranging from banks and lending institutions to the U.S. Departments of Small Business Administration, Commerce, Defense, Agriculture, and the Overseas Private Investment Corporation.
1977 to 1978   Executive Office, State of North Dakota   Economic Development Planner   He supported North Dakota's eight Regional Economic Development District offices with their planning activities through the promotion and organization of business and economic reference materials. Expert's "Overall and Comprehensive Economic Development Strategies: 'Public and Private Financial Procedures' and 'Marketing Strategies Procedures'" served as a guideline for securing financial and marketing assistance for business clients. He worked with economic modeling projects used to explain and forecast state, regional, U.S., and international economic conditions and advance the statewide North Dakota Public Investment Plan. In his work, he used the following sources: Chase Econometrics, Inc.; the University of North Dakota (Departments of Economics, Geography, Computer Science, and the Business Bureau); and the U.S. Department of Commerce's Bureau of Census, SIC codes and statistical databases.

Consulting Services:
Selected Consulting Examples:
  • Expert directed and computerized the Touche Ross-recommended Strategic Plan and Planning Process for the Bank of North Dakota (BND), an approximately one-billion-dollar institution. BND's top management decision-making process integrated Lending, Administration and Finance, and Retail and Operations group (component) strategies into a bank-wide plan. He also originated the Management Information Systems (MIS) requirements for BND's strategic management and planning effort, which included the analytical procedures, variable definitions, and report generation needed for financial and economic modeling.
  • As an in-house consultant, Expert produced a business decision-making model, ‘Advanced Technologies: Marketing Management and Business Strategy,' aimed at marketing advanced technology products for the Hughes Aircraft Company. His decision-making model also pertained to NASA-sponsored, Commercial Program Office proposals for wide ranging industrial research and projects that were to be conducted on the space shuttle and for the future space station.
  • He secured financing for several multi-million dollar projects. His successful application for building a $1.5 million Industrial Park at Velva, N.D., resulted in the Park's designation as the site for an oil seed/energy processing plant. The Cogeneration Technologies: Industrial Development Financing project helped win $45 million for building and operating a seed oil processing plant with joint venture participants Basin Electric and Midwest Processing, Pillsbury, and Staley Corporations. Additionally, his "Statistical Housing Demand Survey" secured $2.5 million for the construction of the Jameshouse Retirement Building with the U.S. Department of Agriculture, Farmers Home Administration funding program.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Expert has worked with mergers and acquisitions. He also has experience with buyouts, quality, finance, and due diligence.
Recent Litigation Client Requests:
  • Fiduciary duty expert for consulting on Corporate governance.
  • Expert in compliancy for consulting on corporate implementation of policies and procedures.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Language Skills:
Foreign Language   Description
French   Expert has a basic understanding of French.
Norwegian   He has a basic understanding of Norwegian.

Market Research:
Commercial clients and agencies served since 1971 by Expert include global / multinational businesses, advanced technology companies, aerospace, manufacturing, energy, banking, insurance, U.S. Federal and State agencies, and other institutions. The following is but a partial list:

•3M Company •Hughes Aircraft Company •Digital Equipment Corporation •Bank of North Dakota •North Dakota State Agencies •Federal Government Agencies •Pillsbury, Staley, and ADM •Electric Power Utilities •Universities and Institutes •Boy Scouts of America

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

He has given presentations and promotional seminars for COLLIGATED® Solutions and Systems clientele.


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