Our Approach

It is quite simple – we want to achieve two objectives when speaking:  1) Add value with immediately implementable and practical take-aways  2) Stir new ideas, creativity and innovation, even if it requires “pushing the envelope” beyond the “safe zone”

Our Results

Whether consulting, speaking or advising, our results remain the same.

Maximize the Customer Experience

Enable Scalable, Profitable Growth

Create Sustainability:
Teach Businesses to Fish

Our Audiences

From an industry point-of-view, our audiences include:

From the attendee point-of-view, our audiences include students and professionals:

CEO/ President/ General Manager

CFO/ Finance Leader

Operations/ Supply Chain/ Technology Managers

Our Topics

Although we speak on a wide variety of topics, the preponderance of them fit into these categories:

The Customer Experience

The End-to-End Supply Chain


Navigating Growth & Change


Technology and Trends

Here is a sampling of our topics:

  • The Resilient Supply Chain
  • The Resurgence of Manufacturing
  • The Amazon Effect
  • Creating a Superior Customer Experience
  • Onshoring Profits
  • Trends in Manufacturing & Supply Chain
  • Technology Trends
  • Global Trends
  • Navigating Rapid Growth & Change
  • Collaboration for Supply Chain Success
  • Leveraging ERP for Bottom Line Results
  • Innovation: Fast-Tracking Growth & Profits
  • Creating a Customer Service Edge
  • Best Practices in Inventory Management

Lisa Has Spoken at

  • Drucker Supply Chain Forum
  • Southern California e-Commerce & Logistics Summit
  • Manufacturers Summit
  • Mobility 21
  • Southern California Association of Governments (SCAG)
  • YPO (Young Presidents’ Organization
  • CEO Summit
  • Manufacturing Forum
  • Critical Mass Radio Show
  • Industrial Distribution
  • ProVisors Distributors & Manufacturers Group
  • Supply Chain Data Science Event
  • Future Ports Annual Conference
  • California CEO’s Manufacturers Corner
  • BOB.tv
  • ISM (Institute of Supply Management)
  • The Association of Operations Management (APICS) International Conference
  • The Global Supply Chain & Logistics Summit
  • U Connect (GS1 standards to achieve value chain visibility)
  • Financial Times’ ExecSense
  • IMA (Association of Accountants & Financial Professionals)
  • Seminar 1 Conference
  • 6 Packed Supply Chain conference
  • Financial Executives International
  • ASQ (The Global Voice of Quality) chapter meeting
  • APICS chapter meetings (Buffalo, Orange County, Inland Empire, etc.)
  • Pacific Premier Bank’s Business Value Series
  • Project Management Institute
  • TalentStream
  • Voice of the Inland Empire
  • USC Entrepreneurial Studies Program
  • Pepperdine
  • Harvey Mudd

Listen for Yourself

California CEO’s Manufacturers Corner Interview: Supply Chain Trends

Manufacturing Summit Panel – Amazon Effect & the Customer Experience

Manufacturers Council of the Inland Empire (MCIE) Interview: Innovation Awards

To hear additional insights, visit our video webpage.

Don’t Listen to Us.  Hear What Our Attendees Say

Moderated Great Panel Discussion
"I attended the CEO Summit, and Lisa moderated a great panel on Leveraging your Supply Chain for Growth and Profitability. She assembled an excellent panel of cross functional experts who shared expertise and insights, providing value to the CEOs in attendance. "
Cindi Mullane
Senior Director Supply Chain & Operations, Feit Electric
Led Workshop with Practical Take-aways
"Lisa conducted a wonderful workshop for Brandman University and the Inland Empire Regional Chamber of Commerce focusing on principles of “The Amazon Effect”. It was relevant, engaging and the small business owners walked away with practical tips."
Nick Lacy
Director, Brandman University
Great Presentation with Focus on Bottom Line
"Our American Society for Quality chapter routinely has black belt level improvement experts describe inventory as waste but rarely explain inventory. Lisa did just that with a passionate, detailed analysis of inventory and its impact on the bottom line."
Michael Slavinski
President, L&M Machining Center
Makes the Complex Understandable
"Lisa has an uncommon ability to make complex topics very understandable and relevant to folks from across the spectrum of industries. She is full of fresh, new ideas, intriguing perspectives and talks about trends in the marketplace."
Scott Luton
Managing Partner, Talent Stream
Speaker of Substance and Value
"Lisa spoke at Seminar 1 and provided pragmatic take-aways to improve operations in the workplace. I recommend Lisa as a class “A” speaker of substance and value."
Michael Walsh
President, QSG Lean Six Sigma Associates
Demonstrates Expertise with Engaging Style
"Lisa's presentations and training programs at APICS conferences demonstrate both subject matter expertise and an engaging style."
Michael Ford
Principal, TQM Works Consulting
Value-Add Guest Lecturer
"Lisa spoke on supply chain information technologies with students in my Principles of Logistics class at Norco College. She made insightful observations and responded to questions in an understandable way by my most inexperienced students."
Rex Beck
Professor, Logistics Management Norco College
Made It Relatable
"I had the opportunity to attend Lisa's talk on Keys to Program Management Success and found it to be of great value. The real-life examples on how to resolve practical issues helped me understand the importance and application of the concepts."
Rekha Raman
Marketing Communications Manager, LitePoint Corporation
Delivered Great Take-Aways
"I enjoyed your APICS 2013 presentation so much that I purchased a copy of your book."
Phillip Van Dusen
CFO, Southeast Modular
Expertise and Pragmatic Advice
"Great job today! Your presentation is very relevant."                    
Frank Garica
Institute of Management Accountants
Actionable Take-aways
"I very much enjoyed your presentation. The key points you made are so applicable to our current environment and to my company specifically."
Josie Vigil
Director Supply Chain, B. Braun Medical Inc.
Engaging Presenter
"Simply an excellent presentation – bullets, concise, informative."
John Aguilar
Business Analyst, Williamson-Dickie Mfg. Co.
Top Notch Speaker
"Lisa speaks with confidence and authority, connects well with her audience and presents information in an interesting way. We received comments on her practical advice, key take-aways and easy-to-understand style. I have heard many speakers over the years; Lisa is one of the best! I am confident in her ability to deliver relevant content in a meaningful way."
Betsy Hargus
Director of Marketing, Prescient

To see additional insights, visit our written testimonials webpage


Contact us to talk about your group and objectives.

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