Resume

• 2008

  Metamorphosis Management Group

  Carmel

  New York

  -\tCentral role in developing MMG’s “Team Carbon” initiative delivering a multi-disciplinary approach to green strategic initiatives with our partners at Talisen Technologies

  The Rocky Mountain Institute

  and URS Corporation \nWorked with Talisen Technologies & VFA

  a facilities capital planning and management services firm to improve process for allocating capital funding to both new construction and the repair of existing facilities/assets for the State of Louisiana \n-\tConducted research on best practices for capital project development and facility management

  including facility condition indexing

  cost estimating

  strategic funding prioritization

  and matching capital to programmatic initiatives

  Senior Consultant

  Metamorphosis Management Group

  Responsible for the following Market Development sectors under the Clean Energy Fund: Commercial

  New Construction and Code

  Products

  Quality Assurance and Standards

  Information Products and Brokering

  and Digital Solutions.\n\n\nDirector of Performance and Market Standards & Interim Director Commercial (February 2012-June 2016)\nDirector of Performance Management and Evaluation Systems (May 2012 - February 2015)\nHelping to prepare and transition NYSERDA to the Clean Energy Fund.\n\nLeading the efforts to design strategy and initiatives in the Commercial Buildings sector.\nBuilding a market-based approach to standards and quality assurance and leading efforts to provide NYSERDA information and data to the market to support confidence in technology

  contractors and energy investments. \nResponsibilities include.\n-\tCorporate reporting and evaluation of programs and data quality \n-\tBuilt the Reporting and Quality Assurance team and driving the vision of our Business Intelligence and Data Warehouse.\n-\tImplemented Open NY and NY Performs.\n-\tImplemented monthly review of program performance for each of our major portfolios

  requiring close collaboration with IT and executive team to redesign the approach\n-\tWrote privacy and data governance policy and implementing data governance to enhance NYSERDA’s use of data as a corporate asset\n-\tProvide oversight and strategic direction to the evaluation team \n-\tDeveloped a long-term plan and improving the process for understanding markets and measuring market transformation\n-\tSignificant contributions to the redesign of IT solutions\n-\tLeading staff development and team building with program managers and their teams\n\nProgram Manager: Quality

  Standards & Compliance Nov. 2010-May 2012\n-\tResponsible for the Quality

  Standards & Compliance group

  including oversight of all residential programs and solar for both residential and commercial installations.

  Director of Market Development

  Albany

  New York Area

  NYSERDA

  Lenox

  MA

  -\tConsultant and then Vice President with an equity position\n-\tRestructured the business model and implemented a new strategy in 2008

  achieving profitability after two years of multimillion-dollar losses. Following the September 2008 financial crisis

  we curtailed operations as we built contracts in hand. I chose to leave to pursue active consulting work in December 2008.\n-\tResponsible for operations including energy audits

  lighting designs

  energy savings proposals

  rebate/incentive programs

  corporate supplier/vendor relationships

  field construction management

  including business modeling and forecasting

  accounting

  compliance & risk management

  human resources

  and safety.

  Vice President Finance & Operations and Consultant

  ESCO Energy Services

• 1999

  OSHEI Mentoring & Consulting

  The Four Winds Society

  Park City

  UT

  Vice Chairman of the board of the Four Winds Society an Employee Owned company. Chair of finance committee

  Trustee of the Four Winds Society Employees Stock Ownership Trust.\nAdvise Board Chair and Board on financial and ESOP related matters. Evaluate budgets

  financial reports and planning documents.

  Vice Chairman of the Board

  The Four Winds Society

  Malta

  NY

  NYSERDA liaison to Board of Trustees. Chair of Governance Committee

  member of Finance Committee.

  Board Member

  Building Performance Institute

  Inc.

  Stockbridge

  MA

  -\tContinuation of previous position at Kripalu Center for Yoga and Health on a project management basis to oversee contract negotiation; construction accounting

  and construction management of three projects totaling approximately $20MM. Projects included the $16MM conference/housing building with 80 guest rooms

  a $3MM waste water treatment plant

  and $1MM parking lot expansion and road relocation. Projects were completed on schedule and delivered under budget.

  Vice President

  Construction Owner

  Kripalu Center

  East Longmeadow

  MA

  Recent work\n-\tThe Four Winds Society (FWS): built and led a team of lawyers

  accountants

  and ESOP specialists to execute the sale of FWS to its employees through an ESOP. \n-\tResponsibilities included research

  consolidating businesses for valuation and ESOP qualification; building business pro forma and optimization of transaction on behalf of the owner; and research into valuations of comparable entities.\n-\tPeriod Lighting Inc.: evaluated the viability and pro forma of the business to examine potential sale and continuity of operations in the face of severe business distress; helped build a business continuity strategy and cash management plan.\nEarlier work\n-\tNanjing Science & Technology Commission

  Nanjing

  China: faculty member for a management education intensive to introduce Chinese officials and managers to US business practices.\n-\tOther engagements in operational

  financial and strategy development including Applied Energy Management

  and Metalized Engineering Inc.

  Principal-Owner

  OSHEI Mentoring & Consulting

• 1996

  Kripalu Center

  Stockbridge

  MA

  -\tRedesigned and implemented organizational restructuring to take Kripalu Center for Yoga and Health from the brink of bankruptcy to viability. We went from $6.5MM revenue with a net loss of $2.5MM in 1996 to $11 MM revenue with a net surplus of $650K in 1999\n-\tTrained teams and team leaders in leadership

  problem-solving

  and systems analysis to support flexible staffing using demand pull systems and cross training to handle cyclical demands at low cost\n-\tShaped Kripalu Center into business units with directed efforts to grow the retail shop

  from revenue of $850K in 1996 to $1.45MM in 1999

  and the healing arts from $650K to $1.25MM in 1999\n-\tConducted research and analysis to apply constraint management principles to Kripalu’s revenue/asset utilization plan

  which contributed $30MM incremental revenue from 1999 through 2004 as the result of adding a program room

  20 private baths

  and 40 additional hall baths (D2s)

  and implementing a new schedule to balance loads and coordinate services \n-\tInitiated the model for rapidly growing the R&R day services program to the variability of presenter programming\n-\tConducted facility condition assessment

  developed a facility rehabilitation plan

  and implemented $5MM capital investment plan in 1999

  Chief Operating Officer

  Kripalu Center

  Serving on the board of an organization that is a key driver of Net Zero Energy and energy codes.

  Board Director

  Portland

  Oregon Area

  New Buildings Institute

  Stockbridge

  MA

  -\tResponsible for existing facilities and capital projects from 2004 – 2006

  including bringing Shadowbrook into ADA compliance

  which required design

  permitting

  and renovation of Hill House for the Semester Intensive Program; built new office space and private baths in Shadowbrook; completed the master plan for Shadowbrook and grounds\n-\tIn late 2006

  after the award of the special permit for the Annex (expansion)

  my facility duties were focused exclusively on the three bond-funded expansion and infrastructure projects for housing

  parking and waste water treatment due to the complexity of design-budget logistics

  and the need to run a construction management

  contract administration

  and construction accounting function\n-\tResponsible for revenue forecasting and housing pricing

  including market and utilization analysis; worked with the director of finance to ensure budgetary and forecasting integrity\n- Oversight of information technology

  replacement of financial software (Navision) and hospitality management software (Cenium)

  and implementation of VOIP phone system (Whaleback)

  Vice President (Facility

  Technology & Bus. Dev.)

  Kripalu Center

• 1995

  SUNY Empire State College

  ESCO Energy Services

  Saratoga Springs

  NY

  1995 — 2016 (inactive mid-2005 through mid-2009) \n-\tTaught courses in both the Business Management and Science

  Math & technology areas of study for the Center for Distance Learning. Courses include: Operations Management

  Principles of Management

  Telecommunications Management

  Statistics

  Math for Decision Making and Business Math.\n-\tMentor at the Forum East Management Education program

  and taught Technology Management and Operations Management and other studies.

  Mentor/Lecturer

  SUNY Empire State College

• 1986

  MS

  Applied Statistics

• 1976

  BS

  Paper Science & Engineering

  Freshman Class President

  Sophomore Class Vice President\nBasketball Club Player and President

  BS

  Engineering

  Design of Quality Assurance Systems

  Fluid Mechanics

  Interpretation of Data

  Pulping and Bleaching of Wood

  Quality Function Deployment

  Design of Experiments (I&II)

  Papermaking Processes

  Activity Based Accounting

  Hoshin Kanri - Policy Deployment

  Empowering Leadership

  Engineering and the Environment

  Air Pollution Engineering

  Environmental Toxicology

  Kepner Tregoe Problem Solving

  Pollution and Power Generation

  Organic Chemistry

  Bayesian Statistics

  Heat Transfer

  Negotiation

  ASQ

  Certified Manager of Quality/Organizational Excellence

• Kripalu Construction 2006-2009

  $20 Million bond supported Housing Annex

  Waste Water Treatment Plant

  Parking Lot and Road plus lanscaping

  Kripalu Construction 2006-2009

  A Green Growth Solution by Design

  A real complex green growth solution to be presented in more detail at the NCSE National Conference on The New Green Economy.

  Team Leadership

  Strategic Planning

  Contract Negotiation

  Sustainability

  Operations Management

  Team Building

  Leadership Development

  Project Management

  Management Consulting

  Program Management

  Budgets

  Process Improvement

  Change Management

  Analysis

  Public Speaking

  Energy Efficiency

  Energy Audits

  Business Process Improvement

  Project Planning

  Contract Management

  Cash Flow Management Tool

  Analytical Tool using regression analysis to model cash flow based upon invoicing and construction project cycle costs. To forecast cash inflows and outflows and net cash position for cash flow planning.

  Kripalu Master Plan and Expansion

  Master Planning in 2006

  Financing-Permitting in 2006-2007

  Design-Build 2006-2007

  Infrastructure

  Road

  Parking construction 2007-2008

  WWTP construction 2008-2009

  Annex Construction 2008-2009. Developed a comprehensive plan and approach to both expand Kripalu's guest housing capacity and build an infrastructure to support future growth while strengthening the bottom line financial viability of the organization. Project incorporated Kripalu's values with regards to the environment

  the experience and simplicity. The beauty of the Berkshires was brought in to the space

  the foot print was compact and radically energy efficient (45% of new construction). Projects were completed on time and under budget. Financial viability of Kripalu enhanced as the expansion fully pays for itself and contributes an incremental $1-2 million annually to the bottom line performance.

  Allan Fiddes

  Annex Pre-Construction

  Mark Fulton

  Annex Construction Management

  Erkin Özay

  Architect

  William Bryant

  Architect

  John Benzinger (Annex Construction and Design-Build)

  James Scalise

  Engineer (Roads

  Parking

  Infrastructure)

  Chris Bone

  Engineer (Waste Water Treatment Plant)

  Winthrop Wassenar

  Project Manager

  John Edwards

  Project Manager

  Peter Rose

  Principal Architect (Master Plan and Annex)

  O'Shei

  Patrick

  O'Shei

  Building Performance Institute

  Inc.

  New Buildings Institute

  NYSERDA

  Kripalu Center