News Update, January 1, 2010:

Catalyst Strategies announces that William E. Crisick has joined the firm's Core Team as a business and financial modeling consultant.

Catalyst Strategies [www.catalyststrategies.com] is a management consulting firm headquartered in Woodside, California that seeks to be a catalyst for business growth. They work with service and technology companies to ignite market momentum.  Catalyst Strategies specializes in business strategy, product innovation and positioning, customer experience transformation, and sales and marketing acceleration programs.

Clients include SAP, Cisco, Yahoo!, eBay, Blue Shield of California, American Automobile Association, Charles Schwab, Citi, , Intuit, TriNet, McAfee, Kodak, Johnson & Johnson, and Delta Dental. The company also works with early stage companies funded by leading venture capitalists such as NEA, Sequoia, Battery Ventures, and Kleiner Perkins.

Mr. Crisick has been developing financial and data analysis models for over 15 years, and has participated in numerous Catalyst Strategies engagements.  “Bill brings deep modeling skills that support various practice areas, including market opportunity assessment, product development, strategic planning, business case development, and business planning.  His work helps make complex models both flexible and easy to use.  We’re thrilled that he’s a part of our core team,” says Founder and Managing Partner, Trish Hayward.

News Update, November 1, 2006:

Mr. William E. Crisick, principal modelist with Financial Modeling Specialists, presented a seminar on Financial Modeling and Strategic Planning for Legal Practices to a delegation of lawyers from Russia as part of a three week-long "business management training" program on the business of operating law firms. The delegation was sponsored jointly by the Center for Citizen Initiatives (CCI) and Oakland Rotary #3.

Mr. Crisick's presentation focused on the economics of legal practices, how the profitability of a law firm can be measured in numerous ways, and how such measurements may influence the strategic decisions of the partners.

A specialist in creating financial models, Mr. Crisick created two models which he used as  'study case' examples for his presentation.  Part 1 used the example of a sole legal practitioner and illustrated the benefits of sound financial management and planning for small firms.

Part 2 focused on a larger, multi-practice area firm.  The profitability by practice area was analyzed and compared as the effect on profits for the partners of changing the allocation of various expenses was illustrated.

Economic concepts such as Utilization, Break Even, Direct versus Indirect Expenses, Expense Allocation, and Leverage were illustrated through the examples.

CCI, located in San Francisco, organized the program for the visiting lawyers from various cities throughout Russia as part of a "Productivity Enhancement Program," a Marshall Plan program developed by the U.S. State Department over 26 years ago.  The delegation consisted of 11 attorneys, each of whom is a director or partner in their firm, and two interpreters.  Members of the delegation were hosted by Rotary members in their homes during the three week stay.

Mr. Crisick considers his participation in the CCI program to have been an opportunity to play a small role in improving international  relations in the global business community, and thus to be time well spent.

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Last modified: 01/24/11

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