2012 Capabilities

www.ascendmanagement.com

Are You Ready to Ascend?!

Ascend has the ability an

d proven experience in de

veloping

crea8ve, comprehensive s

olu8ons to meet your com

plex

business challenges. We offer one-‐s

top access to mul8-‐faceted

financial, marke8ng, and opera8onal

experience…see why our

clients look to Ascend to

help them reach new heights.

Ascend helps leaders make dis8nc8ve, las8ng and substan8al enhancements within their organiza8ons. We tackle their most difficult and serious challenges. We have deep func8onal and industry exper8se. Our reputa8on lies in building las8ng rela8onships with our clients, and a focus on delivering value in all we do. We share our knowledge and exper8se to help you reach the goals you set for yourself and your business. We augment your teams with resources who can execute on key deliverables. Our team of professionals combines innova8ve thinking with strong experience to offer our clients consul8ng exper8se, thought leadership, and the tac8cal horse-‐ power to “get things done”. When you engage Ascend, our collabora8ve and efficient approach will ensure that you reach new heights. "We engaged Ascend to provide thought leadership related to enhancements to our financial planning processes, as well as to provide the tac9cal support to assist our team in building ac9onable business plans and requirements to get things done. Dave and his team at Ascend were able to deliver solid results for Bank of the West and helped bring our finance capabili9es to a higher level" Dan Beck, Bank of the West, EVP -‐ Controller

WHEN ORDINARY SIMPLY ISN’T GOOD ENOUGH!Ascend Management Group is a bou4que consul4ng firm that provides strategic and corporate solu4ons, performance measurement and management, program and project management, and opera4onal excellence exper4se. Our services are all focused on a single outcome: guiding organiza9ons towards new heights.

……….. 2012!

Our Core Foundation!!

Our mission is to help our clients win by achieving their most strategic goals. We are dedicated to providing solu8ons that align with our clients' key strategies, par8cularly across the following three areas: PERFORMANCE: Ascend solu8ons enable our clients to build more powerful businesses. Our performance-‐oriented exper8se focuses primarily on finance, efficiency, repor8ng, analy8cs, quality, and risk.. EFFICIENCY: Ascend brings a proven approach to ensure the success of projects. We have the know-‐how, tools and energy to create beKer, more predictable results. We provide tac8cal horsepower that many of our clients need. GROWTH: Ascend brings extensive experience in delivering strategic solu8ons for Fortune 500 companies. We develop the right strategies to achieve immediate goals, as well as help your company win on its most strategic, long-‐term ini8a8ves.

Moving Clients Forward

Ascend has a proven track recor

d in helping our

clients meet and exceed their goals and o

bjec8ves.

our firm provides the strategic and tac8c

al

horsepower to move the ball forw

ard.

Performance Measurement & Management: In its simplest form, Ascend helps our clients obtain the right informa8on, organize it, and ensure its distributed to the right people in a format that is accurate and ac8onable. At Ascend, our team of professionals is experienced at helping business owners and managers understand, measure and effec8vely manage their key business drivers. Some of Ascend’s Performance Measurement and Management offerings include: -‐ Mul8-‐Dimensional Profitability -‐ Planning & Forecas8ng -‐ Repor8ng and Analysis -‐ Business Intelligence

Strategy & Corporate Solu4ons: Ascend clients’ are faced with the challenge of how to posi8on themselves against compe88on, keeping customers sa8sfied, and organizing their organiza8ons to support strategic ini8a8ves. At Ascend, our strategic planning consultants draw from their extensive experience in delivering strategic solu8ons for mul8ple Fortune 500 companies. Some of Ascend’s Strategy and Corporate Solu4ons offerings include: -‐ Corporate Strategy Planning and Development -‐ Strategic Roadmap development and reviews -‐ Business / Business Line Valua8on -‐ Financial Modeling

Project PorRolio Management: Ascend believes every program or project provides opportuni8es for game-‐changing strategic partnerships and that they shouldn’t be viewed as expenses or overhead. Done properly, our services bring real financial benefit by improving efficiencies and minimizing risk to project investments. Ascend brings a proven approach to ensure the success of projects. We have the experience, tools and energy to create stronger, more predictable results. Some of Ascend's Project PorRolio Management offerings include: -‐ Por\olio Op8miza8on -‐ Program Management Office (PMO) Design & Implementa8on -‐ Project/Program Management -‐ Project Turnarounds

Opera4onal Excellence: Ascend has proven methodologies that work for many industries including financial services, healthcare, energy and pharmaceu8cals. We have seen great success applying our methodologies to a range of func8onal areas including finance, marke8ng, sales, HR, IT, retail and outsourcing. Ascend professionals have been involved in this discipline for many years, at many Fortune 100 companies. We’re problem solvers who provide innova8ve, proven approaches to a wide range of situa8ons Some of Ascend’s Opera4onal Excellence and Process Improvement offering include: -‐ Process Improvement -‐ Product Development -‐ OpEx Program Development -‐ Work-‐Flow documenta8on

"Ascend was a key partner in ensuring our new venture was sound and had an execu7on plan that was viable. Ascend’s management team conducted comprehensive financial and industry analyses in order to validate our market opportuni7es. As we con7nue to expand, we will look to Ascend to be a key strategic partner." Dale Shoemaker, President -‐ Pacific Cascades Corpora9on

[2] www.ascendmanagement.com

Ascend Services !Management & Technology Consul4ng / Execu4on & Delivery Support Ascend has resources with extensive financial and retail services exper7se, gained in consul7ng and corporate environments over the past 20 years. Our size, experience, and approach enable us to offer clients our services at an excep7onal value. A sampling of our most in-‐demand services are listed below: Strategic PorRolio Planning: Many of our clients are required to make difficult investment trade off decisions and focus on projects will deliver the highest business benefit. Ascend helps our clients iden8fy a set of strategic op8ons and quickly analyze and priori8ze those op8ons, determine the most appropriate business and opera8ng model, and develop a road map to reach the agreed goals swifly and effec8vely. In addi8on, we help develop the tracking and measurement solu8ons needed for our clients to ensure that the planned results are realized. Performance Measurement & Management: In its simplest form, Ascend helps our clients obtain the right informa8on, organize it, and ensure its distributed to the right people in a format that is accurate and ac8onable. At Ascend, our team of professionals is experienced at helping business owners and managers understand the drivers of their business. We have deep exper8se in Mul8-‐Dimensional Profitability, Planning and Forecas8ng, and Financial Repor8ng and Analysis Business & Technology Architecture: Many financial services companies are struggling with costly core systems, hard to support business processes, and outdated architectures. Ascend has formed strategic alliances with proven organiza8ons that allow us to help our clients develop a blueprint and roadmap that allows them to beKer align applica8on, middleware, and infrastructure investments in order to support their long-‐term business strategy. We also have available resources in the IT arena that can help you execute in this space. Business Intelligence & Data Management: Most organiza8ons we support have dealt with the problem of having too much data, but not enough insight. From data architecture, quality and cleansing to data governance, sofware selec8on and real-‐8me analysis & repor8ng, we design, develop and test state-‐of-‐the-‐art informa8on systems for conver8ng data into intelligence that improve decision making, regulatory compliance, and customer service. We help our clients make informed decisions faster on their most pressing business priori8es by providing the right data at the right 8me to the right people. Op4miza4on & Cost Efficiency: Ins8tu8ons constantly seek ways to op8mize their business and technology organiza8ons to deal with the changing business and regulatory landscape, as well as funding strategic ini8a8ves. We help our clients iden8fy ways to improve business unit produc8vity, lower technology costs, and streamline opera8ons. We bring the tools, business and technology experience to quickly assess your applica8on por\olio and business processes to iden8fy a priori8zed list of opportuni8es. We then lay out a set of ac8onable recommenda8ons for op8mizing your business and IT investments that are both aKainable and sustainable. Process Improvement: Our clients are con8nually looking for opportuni8es to improve their exis8ng business and opera8onal structures – We bring an end-‐to-‐end, process-‐based approach to Process Improvement (including Six Sigma & Opera8onal Excellence methodology) that allows our clients to improve exis8ng business and opera8onal structures, simplify core business and technology processes, Streamline opera8ons to reduce costs and strategically grow cri8cal capabili8es. !Program & Project Management: Ascend clients depend on high quality and 8mely execu8on of strategic programs in order to transform their businesses. Our PMO Services go beyond methodology, tradi8onal cer8fica8ons, and tools. We tailor our solu8ons to the needs and capabili8es of our clients and ensure that programs deliver 8mely results and sustainable, measurable business value. Our flexibility enables us to collabora8vely work with your in-‐house PMO or take on the full PMO responsibility throughout your business’ lifecycle – from strategic planning, business valua8on and por\olio selec8on & planning to por\olio management, project execu8on and benefits realiza8on.


Ascend Advantage !!


Dave Maddaluna is the Chief Execu8ve Officer and driving force behind Ascend. A graduate of James Madison University with a concentra8on in Finance and Entrepreneurship, he went on to earn an MBA from University of North Carolina with a concentra8on in Entrepreneurship. Dave brings to the firm an extensive background in Finance, Marke8ng, Process Improvement, and Business Strategy with mul8ple Fortune 100 Companies. Armed with a Six Sigma Green Belt cer8fica8on, and a Champion Cer8fica8on as an Opera8onal Excellence prac88oner, Dave is able to expertly guide Ascend clientele toward enhancing their exis8ng organiza8ons. With his unique ability to drive cross-‐enterprise projects that require superior project management, communica8on, and building strategic alliances, Dave has a proven track record helping Ascend clients evaluate and execute on business opportuni8es. Our current clients include; Fortune 100 corpora8ons, small businesses, non profits, government agencies, professional athletes, entertainers and other public figures.

Stand Out From the Crowd:

Ascend isn’t your typical co

nsul8ng firm -‐ building on the best of

what the big firms used to be k

nown for—methodology, talent,

results—and what the newer, more bou8que

firms like Ascend

do well—personaliza8on, low overhe

ad and flexibility.

Dave is an excep7onal leader of people and building rela7onships. His interpersonal skills allow him to navigate difficult situa7ons with ease and accomplish tasks in record 7me. Another thing Dave has in his arsenal of skills is innova7on. He is able to take a conceptual design and create a masterful presenta7on taking numbers and concepts and making them tell a "story." Tom McDermoY EVP, Marke4ng – SunTrust Bank

Leadership that guides a results driven team !!

Our Consultants!! Ascend professionals are a team of industry experts that bring an incredibly diverse background of experience and a common philosophy for

success. Our top priority is to help our clients experience what it means to ASCEND. Our team of consultants and strategic alliance partners will exceed your expecta8ons in our ability to execute and “get things done.”

Integrated Know-‐How: Ascend has the ability and proven experience in developing crea8ve, comprehensive solu8ons to meet your complex business challenges. We offer one-‐stop access to mul8-‐faceted financial, marke8ng, and opera8onal experience.

Big Time Results, Without The Big Firm Costs: Ascend’s over-‐arching goal is to develop rela8onships that are both close and long las8ng. We wont extend contracts for short-‐term benefits, we are not looking to sell you sofware, we won’t leave you with fancy decks that do not provide you ac8onable solu8ons. At Ascend, we will provide you with the experience of the big firms, with the flexibility and value-‐based rates that won’t break your budget.

Scalability Meets Flexibility: Our size is just right: large enough to handle your complex, enterprise-‐wide projects, yet agile enough to adjust to your specific requirements. In a turbulent economy, our size, experience, and approach enable us to offer clients excep8onal services at an excep8onal value.

While in Corporate America, Dave was a recipient of the Corporate STAR Award, an acknowledgement given only to the top 2% of Finance Execu8ves based on execu8on, leadership and contribu8on to corporate goals. Dave is also a member of the Member of AMIFS (Associa8on for Management Informa8on for Financial Services), where he leads workshops and discussions on a variety of topics, including strategic planning, development of performance scorecards and key performance indicators, mul8-‐dimensional profitability repor8ng and analysis, and strategic opera8onal planning.

2012 !!


………………

Helping Clients Execute Ke

y Shots:

All Organiza8ons face chal

lenges. Those who grow an

d succeed manage their

challenges beKer. Ascend’

s experience ensures risks

are mi8gated and

opportuni8es are maximized.

Company Information: !!

Sample Clients: !!

Address:

Ascend Management Group

Transamerica Square

401 North Tryon Street – 10th Floor

CharloKe, NC 28202

Execu4ve Contact:

Dave Maddaluna, CEO

704.998.5788 (Direct)

704.779.7020 (Cell)

[email protected]

Contact: !!

Agency:

704.998.5788 (Direct)

704.998.5301(fax)

General Email Inquiries & Media

[email protected]

2012 Capabilities

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Transcript of 2012 Capabilities