David Panitch has the ability to help people navigate the change required to continuously improve their specific roles in the organization and the change imperative in the organization, itself. Since technology is evolving exponentially, our clients have come to rely on David to thoughtfully guide them through the complicated world of technology.
David has developed successful methodologies encompassing business and technology strategies, organizational process improvement, change management, and the alignment of technology to drive efficiencies throughout organizations. His knowledge of technology and process improvement solutions spans a wide range of areas including: customer relationship management, creating and executing strategy both organizationally and technology-focused, process improvement, technology assessments, software selections, and technology implementation project management. He often serves as the Chief Information Officer for organizations that recognize the importance of technology in their business and don't have the need and budget to staff a full-time CIO.
Mike advises businesses on what management and accounting systems will provide the most effective ways to improve their profitability and processes. Through in-depth discussions with management and key employees, Mike helps clients create a plan that identifies technology requirements, streamlines activities, and generates quantifiable indicators so that a business can utilize its technology to adapt quickly when changes occur in their business environment.
Mike’s knowledge of contractor accounting through his experience as a business advisor to a number of contractors has helped those organizations identify where they can maximize profit by closely examining pricing, expenses, and key indicators that drive their businesses. He has also developed business, marketing, and financial plans to help organizations reach their goals.
Ira Shapiro is a career IT professional. Throughout his career he has bridged the gap between business requirements and technology capabilities. From his time as a developer to his most recent experience as a CIO he helps companies utilize their IT resources as a competitive advantage. He has extensive experience in the full development life cycle and the management of IT teams. He has led technology solutions in data warehousing, business Intelligence, customer service, and shop floor management systems to name a few. In his work in highly regulated industries, his role as the Chief Information Security Officer was critical in protecting the data assets and the secure movement of data. His experience also includes policy & procedure development and utilizing tools and processes to analyze and remediate vulnerabilities within technology platforms.
As the office administrator, Shari has a wide range of responsibilities that all ultimately keep the organization moving forward. Everything from executing marketing campaigns, managing all financial matters, and coordinating consultant's schedules, Shari does it all. Her outstanding organizational skills help each of us work smarter and more efficiently.
When not keeping the office running like a well-oiled machine, Shari volunteers in a variety of capacities on the Stevenson High School Foundation Board, a past board member at Temple Chai, and a frequent volunteer to charitable causes in the community, such as Feed My Starving Children and PADS Lake County.