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Howard Rohm, BSMP, CPT, SMP

Howard Rohm, BSMP, CPT, SMP

Howard is a founder and owner of the Strategy Management Group, Inc. and the Balanced Scorecard Institute. He is an author, performance management trainer and consultant, technologist, and keynote speaker with over 40 years’ experience in strategic planning, and performance measurement and management. He developed the Institute’s Nine Steps to Success™ balanced scorecard strategic planning and management framework in 1997. The framework is now used in over 200 organizations worldwide; more than 8000 people have taken his management system training, taught in English, Arabic, French, Vietnamese, and Spanish.

He has been a featured presenter and speaker at over 75 conferences and workshops worldwide. Howard has worked in over 60 countries and consulted to business and industry, state, local and Federal government entities, country governments, international agencies, and nonprofits worldwide. He advised businesses and 20 U.S. cities on how to implement better management practices while working as a consultant for Booz, Allen & Hamilton. He was on the team that won a Hammer Award, presented by Vice-President Al Gore for work on the National Performance Review (the GPRA legislation in the U.S., designed to improve government program effectiveness), and worked at the U.S. Department of Energy, where he co-authored the first national energy plan and several nuclear nonproliferation studies.

In 2013, he co-authored The Institute Way: Simplify Strategic Planning & Management with the Balanced Scorecard. At the Association for Strategic Planning, he co-authored the strategic planning and management Body of Knowledge, the international standard for the profession, and helped create the international certification program and examinations. As a Pioneer and member of the Association’s Board of Directors, Howard led the development of the Association’s long-term strategy and strategic plan. Howard served as Director of Strategic Planning and then Executive Director of the Advanced Nuclear Reactor R&D program at the U.S. Department of Energy in Washington DC. For several years he served as the Chairman of the Administrative Board for a large church in Gaithersburg, Maryland.

Howard has engineering degrees from Iowa State University and George Washington University. He received a 1000 Points of Light award for community service from President George Bush, a Distinguished Service Award while at the Department of Energy, and is a Business Leader Magazine Top 50 Entrepreneurs of the Triangle winner. He resides in the Raleigh, North Carolina area.

David Wilsey, BSMP, SMP

David Wilsey, BSMP, SMP

David Wilsey is a strategic planning and performance measurement specialist that works with organizations to improve strategic performance by helping them systematically design and execute strategy, increase employee focus on strategy and results, develop meaningful performance measurements / KPIs, develop consensus around strategy, prioritize more effectively, and improve use of performance management technology. He is an international strategic planning, balanced scorecard and performance measurement thought leader as co-author of The Institute Way – Simplify Strategic Planning and Management with the Balanced Scorecard, co-author of the Strategy Professional Resource Center’s Association for Strategic Planning SMP/SPP/SPA Certification Exam Study Guide, and the author of numerous articles and a widely read blog. He has led numerous Strategy Management Group (SMG) client engagements and has taught hundreds of participants over many years of balanced scorecard public and client-site workshops. He is one of only a handful of Licensed PuMP® (Performance Measure Process) Consultants in the world and is a certified Strategic Management Professional (Association for Strategic Planning). He has helped design all of SMG’s Certification Programs, offered in association with the George Washington University Center for Excellence in Public Leadership, part of the College of Professional Studies.

He has led numerous SMG client engagements and has taught hundreds of participants over many years of balanced scorecard public and client-site workshops. His clients have included UNICEF, the U.S. Border Patrol, KeyLogic Systems, Blue Man Group, Veolia Water NA, U.S. Centers for Medicare & Medicaid, Fort Bragg Army Garrison, Chicago Virtual Charter Schools, Greenville Utilities Commission (NC), Constellation Energy, Dalton Public Schools, HSA Bank, National Cancer Institute/OPIRM, Simmons Foods, the Society of Composers, Authors and Music Publishers of Canada (SOCAN), McLeod Software, CISCO Systems, Shat-R-Shield, and many more. David has experience in a wide range of fields, including consulting, training, engineering, website design, marketing, manufacturing, design, programming, research, education, and multimedia production.

His employment history includes tenures at SAS Institute, Holley Performance, Lunati Pistons, Nesbit Engineering and the University of North Carolina – Chapel Hill. He has a Bachelor’s degree in Music Education from Henderson State University and an MBA from North Carolina State University, with a concentration in Innovation Management.

 

Joe DeCarlo, BSMP, PMMP

Joe DeCarlo, BSMP, PMMP

Joe is the Senior Vice President, as well as a senior consulting associate, who has 40+ years of extensive experience in business structuring, strategy formulation/implementation including balanced scorecard use, change management, and the design/execution of innovative operational business models/solutions in the private, public, and nonprofit sectors with first-line and executive level management positions.

Joe’s experiences included profit and loss responsibilities, in information technology (hardware and software), consulting, education, and publishing with the IBM Corporation, university senior management and instructor at the Milwaukee School of Engineering, alumnus of the inaugural executive-in-residence program for technology start-ups at the Plug and Play Technology incubator in Sunnyvale, CA, and consultant/instructor with the Balanced Scorecard Institute.

At Strategy Management Group (SMG), Joe is a project manager/team member for multiple for-profit, government, and non-profit strategy and balanced scorecard projects ranging from high-level organizational strategy to business units through aligned teams and individual strategy and scorecard development. SMG projects include Cisco, ADP, Community Action Program – San Bernardino County, USAF, KeyLogic Systems, Liebherr Mining Equipment – USA & France, Abu Dhabi Police Department, Fluor Corporation, Regional Resource Center Program – USA, Ethiopia Federal Ministry of Health, Ghana Civil Aviation Authority, Uganda Revenue Authority, Belize Water Services, Central Bank of Belize, cbm Canada, Canada Foundation for Innovation, Puerto Rico Science, Technology and Research Trust, Ghana State Enterprise Commission, Vital FSM PetroCorp, King Faisal Specialist Hospital and Research Centre, Caribbean Community Secretariat, US Army Training and Doctrine Command, San Mateo County Government, US Department of Defense – Defense Media Activity, Meadow Lark Transportation Solutions and the Saginaw Chippewa Tribal College.

Joe is certified by SMG and the George Washington University Center for Excellence in Public Leadership, part of the College of Professional Studies, as a certified Balanced Scorecard Master Professional and Project Manager Master Professional as well as a certified Effective Facilitator through the Leadership Strategies Institute and a certified Product Marketing Manager through the Pragmatic Marketing Institute. Joe maintains professional memberships in the Project Management Institute, Association for Strategic Planning, International Society for Performance, Center for Creative Leadership, Data Science Central, Strategic Management Society, Delta Mu Delta – International Honor Society in Business and the United States Naval Institute.

Assignments and projects have been in numerous domestic and international locations including North America, Mexico, Venezuela, Brazil, England, France, Germany, Italy, China, Japan, Taiwan, Australia, India, Ethiopia, South Africa, Ghana, Uganda, United Arab Emirates, Puerto Rico, Federated States of Micronesia, Guyana, Barbados and Saudi Arabia.

Joe has an MBA – Technology Management – University of Phoenix, 2005 and is a Doctoral candidate at the University of Phoenix.

Jeff Brown

Jeff Brown

Jeff Brown is a Senior Associate with the Balanced Scorecard Institute and the Strategy Management Group, Inc.  He is a strategy focused business and program management implementation with over 25 years of experience in the following industries: Banking/Finance, Transportation, Manufacturing, Telecommunications, Software Development and Support, Utilities, and Government. Jeff’s value resides in his ability to draw insights from his experience in multiple industries to provide practical solutions.

He has led numerous SMG client engagements. A selected few of his clients include:

– Austin Capital Metro Transportation: Facilitated development and cascading of a Balanced Scorecard Strategy Management plan the development of an “Office of Strategic Management” to provide a framework for a Project Management Office (PMO) to facilitate the implementation and execution of the plan

– Newark New Jersey City Hall: Collaborated with the mayor and staff to develop and implement a balanced scorecard performance management system

– Greenville Utilities, Greenville NC: Facilitated development of a Balanced Scorecard Strategic Management Plan with the senior management team for association services supporting a 600-member public gas utility commission

– US Department of Commerce Foreign Commercial Service: Developed an enterprise-wide corporate scorecard strategic management system through collaboration with 80 plus embassies worldwide to improve alignment of the organization to vision, remove organization “stovepipes”, improve communications, and provide a stronger defense for budgeted programs and projects

Jeff is a Certified Project Management Professional (PMP) and a certified Quality Systems Provisional Auditor (QS-PA) from the Registrar Accreditation Board (RAB). He was awarded the Examiner for Excellence in Service Quality Awards, which is based on the Malcolm Baldrige Award, in 1998 and was a Speaker for the 5th International Conference on ISO 9000.

Jeff has a B.S. in Business Administration from the University of Colorado with concentration in Production and Operations Management, and Marketing.

Dr. Judith Cardenas

Dr. Judith Cardenas

Dr. Judith Cardenas is a Balanced Scorecard Institute Associate and the dynamic CEO of Strategies By Design, a consultancy renowned for aiding organizations worldwide in crafting innovative solutions and captivating experiences for their clientele. Her forte lies in guiding leaders through the transformative use of AI in their businesses, expertly blending human-centered design with AI strategy to accelerate success by crafting unparalleled experiences for customers and employees.

Her professional journey is marked by significant executive management roles, notably overseeing substantial public institutions. This includes managing a robust operational budget of $146 million, an additional $30 million in federal funds, a $10 million foundational endowment, and leading a workforce of 3000 employees. Dr. Cardenas has a rich history of developing and delivering training programs for prestigious organizations such as the World Bank, United Nations, QVC, Inc., Phillips Semiconductor, and various U.S. government agencies, including the Navy, Nuclear Regulatory Agency, and Army.

Holding dual doctorates in education administration, training, and performance improvement, Dr. Cardenas is also well-versed in leadership, innovation, and AI, having pursued extensive postdoctoral training and certifications in these areas.

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