Leadership Team:
Mike
Catalano
- President
Jeff
Wheelock
- Past Pres.
Gary Cooper
- Treasurer
Leroy Eaglin
- Secretary
Kathi Crawford
- Membership
Yvette Scheiber
- Programs
Warren Sloan
- Programs
2011
Discussion Leader Schedule
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| Membership |
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| Al
Balzer, President
The
Balzer Companies
Strategic Business Development
Al
Balzer is the president of The Balzer Companies,
a business development firm dedicated to contributing
to the success and development of growth oriented
companies for over 20 years. In addition to focusing
on basic strategic planning and implementation
issues, the mantra of the company is "helping
others achieve direction and results." This
extends the effort to mentoring and coaching executives
in leadership initiatives.
In
addition to being a strategic planning coach/consultant
for Gazelles International, Al is also a certified
facilitator and strategic planner for CEO peer
advisory groups through TAB (The Alternative Board).
He represents Birkman International as a behavioral
assessment consultant and the Objective Management
Group as a sales force development distributor.
Al is a past president of the National Speakers
Association and has been honored as a John Wolfe
Speaker of the Year..
Cell: 832-654-5113
Ph.: 281-261-7747
Email: albalzer@balzercompanies.com
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| Gary
R. Canon
Statesman Business Advisors
Managing Director
Statesman
is a merger & acquisition advisory/investment
banking firm specializing in mid-market size clients.
The firm provides buy-side/sell-side advisory,
capital raise, recapitalization, valuation and
management consulting services.
Gary has 26 years of experience in both public
accounting and investment banking. With a BBA
in Accounting from Texas A&M University, Gary
is a Certified Public Accounting, Certified Valuation
Analyst, and has been accredited in business valuation
by the AICPA.
Cell:
713-557-5480
Ph.:
713-595-1356
Email:
gcanon@statesmanbiz.com
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| Mike
Catalano
Krueger & Catalano Capital Partners, LLC
Co-Owner
Krueger
and Catalano are professional Money Managers who
cater to successful individuals and businesses.
After spending two decades on Wall Street, they
now own and operate their own private firm in
Houston and will share a track record of performance
and personal service that few peers can match.
Their simple and stated goal is to make more money
with partners than from them, by investing their
personal capital exactly as they recommend others
do and manage it all in - house.
Address: 7700 San Felipe, Suite 470, Houston, TX 77063
Ph.: 713- 784-3878
Fax: 713-784-8023
Toll Free: 877-784-3870
Email: mike@kruegercatalano.com
Web: www.kruegercatalano.com
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| Mary
Collins
Collins Benefits Solutions
Owner
At
Collins Benefits Solutions, our team is comprised
of seasoned individuals with a “server” attitude.
Each team member has either owned a business or
been in upper management. We tailor our services
to meet the unique management style and challenges
each company is facing. Many of our clients are
growing very rapidly and have changing requirements
and priorities as they grow. We work with them
to make sure the benefits and our services support
them as their needs change.
We
focus exclusively on group employee benefit packages
for companies ranging from two to 1,000 employees.
We specialize in creating custom, business-friendly
programs for your employees. We then automate
the administration using a variety of tools and
vendors. The insurance products for your business
include: Medical, Dental, Vision, Group Life,
Disability Insurance, Long-term Care, Supplemental
Insurance, Cafeteria Plans, Health Reimbursement
Arrangements, Health Savings Accounts.
Cell:
713-816-8446
Ph.: 281-345-1235 x2221
Fax: 281-855-9913
Email: mary@collinsbenefits.com
Web: www.collinsbenefits.com
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| Gary
N. Cooper CPA, CVA, M&AA
Certified Public Accountants and Consultants
GARY
N. COOPER, CPA, CVA, M&AA is a certified public
accounting firm which was formed in 1991, assisting
small businesses and individuals with accounting,
consulting and income tax planning and compliance.
Services provided include Quickbooks consulting,
business valuation, assistance with buy/sell transactions,
due diligance, development and implementation
of policies and procedures, accounting services
and tax compliance and planning.
Address:
1616 South Voss, Suite 530, Houston, TX 77057
Cell:
713- 261-2411
Ph.: 713- 243-8591
Fax: 713- 243-8595
Email: gcooper@garycoopercpa.com
Web:
www.garycoopercpa.com
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| Kathi
Crawford, SPHR,
IAC-CC
People Possibilities LLC
CEO
People
Possibilities LLC offers a range of consulting
and coaching services to address the culture and
activities a company must have in place to attract,
develop, reward and retain its workforce. Whether
you’re looking for guidance in developing an integrated
talent management strategy, enhancing your talent
assessment and selection process, creating or
improving your leadership development program,
or implementing an internal coaching program –
you can call on us.
Kathi
Crawford, CEO of People Possibilities, has over
twenty-five years of progressive business experience
and has held the position of Vice President Human
Resources. Kathi serves as a trusted advisor in
the human capital management profession. She brings
a strategic mindset to her clients as they look
for ways to improve their culture and effectiveness
of their people processes. She encourages a trusting
and open dialogue with her clients to identify
key challenges and focus on solutions that make
an impact on the individual and the organization.
Address:
1909 Branard, Suite E, Houston, Texas 77098
Ph.: 281-450-6316
Fax: 713-523-1474
Email:
kcrawford@peoplepossibilities.com
Web: www.peoplepossibilities.com
Blog: http://peoplepossibilities.com/blog/
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Leroy
Eaglin
Onsite Network Support Solutions
Computer & Network Repair
Small
businesses are often unable to hire full time
computer support, that’s why we provide on-site
computer services, eliminating the need to transport
computer equipment to repair shops. Having us
on your team is like having your own computer
staff to repair and maintain your computers and
network.
Ph.: 713- 376-3735
Email:leroy@onsitenetworksupport.com
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| Mike
Elliott
Paychex
Payroll Provider
Mike
Elliott is a Sr. Consultant with the recognized
national leader in Payroll & Human Resource
services, Paychex, Inc (PAYX). Having been with
Paychex for almost 7 years, Mike specializes in
offering an ever-growing variety of payroll and
human resource products and services that help
clients do what they do best — run their business.
From calculating payroll and filing tax payments
to administering retirement plans, Paychex gives
its clients relief from administrative hassles
so they can focus on their bottom line.
Paychex
gives all companies, no matter the size, the assurance
of payroll tax filings and compliance, and the
ability to provide the competitive edge to keep
and maintain quality employees for the long term.
Cell:
713-805-5162
Ph.: 281-588-1500 x 21711
Fax: 281-588-1554
Email:
melliott@paychex.com
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| Rosario
Romero Franco
Certified Business Brokers
M&A Consultant
Rosario
Romero-Franco provides all the services and support
necessary to complete the sale of a business to
the satisfaction of both the buyer and the seller
from the business valuation, marketing, negotiations
to the closing of the sale. Rosario will guide
you step by step throughout the entire sale process
of businesses priced between $25,000 and $50,000,000.
Rosario can also assist entrepreneurs with the
acquisitions of new business ventures.
Certified Business Brokers (CBB), established
in 1974, is one of the pioneers of the business
brokerage profession and is one of the oldest
and largest business brokerage firms in the U.S.
CBB is a founding member of the International
Business Brokers Association (IBBA), which is
the largest business brokers association in the
world, and the Texas Association of Business Brokers
(TABB), the precursor and model used to form the
IBBA and other business brokers associations across
the country.
Address:
10301 Northwest Freeway, Suite 200, Houston, TX
77092
Ph.: 281-220-3493
Fax: 713-680-8300
Email:
romero@certifiedbb.com
Web:
www.certifiedbb.com
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| John
Kelly
FranMasters, LLC
Co-Founder
John
is the President and Co-Founder of FranMasters,
LLC, a business consulting firm dedicated to helping
individuals achieve their financial, lifestyle
and professional goals through business ownership.
We assist our clients, who are interested in owning
their own business, through the otherwise time
consuming and confusing process of identifying
and validating potential businesses to purchase.
We take a hands on approach to understand our
client’s true desires in owning a business and
guide them through the “due diligence” process
which normally takes 4-5 weeks.
John
has over 27 years of experience in corporate America,
mostly in high tech sales & sales management,
professional services and business operations.
He has worked for companies such as NCR Corporation
and BMC Software. He received a BA in Zoology
with a minor in Chemistry from the University
of Texas at Austin. He later went on to receive
his Master of Business Administration in Finance
from UT Austin as well. He is married and has
two teenage sons.
Cell: 832.465.3737
Ph.: 281.440.4623
Email: johnjkelly@swbell.net
Wed: www.franmasters.com
Fax:
281- 870-9329
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Ken
Marsh
Fearless Networking, Inc. and Strategic Learning
Systems
CEO and Founder
Ken
Marsh is the author of Fearless Networking, a
“Business Book of the Year” for 2004 as announced
by HoustonBusinessReview.com. He founded Fearless
Networking, Inc., a business and career networking
training company and Strategic Learning Systems,
a training & curriculum development company
specializing in sales, customer service, teamwork
and communications training. Ken’s 3rd networking
book is titled “How to Fearlessly Network for
Jobs” is currently offered as an e-book. Ken has
a new DVD titled “How to Fearlessly Network for
New Business Development-Seminar.” Ken has also
written 5 books on Fearless Customer Service.
Ken
is host of ‘The Word on Fearless Networking,’
which airs Monday through Friday 9:45 AM to 10:00
AM CST on 100.7 FM KKHT ‘The Word.’ The radio
show is also aired over the Internet at KKHT.com.
Ken has been a business owner specializing in
the business relationship building arena since
1993. He was formerly Director of Training and
an international instructor for Dale Carnegie
Houston and Dale Carnegie DC. He has authored
more than 70 course titles including over 300
articles on business networking alone for www.houstonbusinessdaily.com.
Ken is currently a certified trainer for eight
Dale Carnegie Courses. He has also developed curriculum
for Rice University School of Business.
Address: 11152 Westheimer #660, Houston, TX 77042
Cell: 832.368.4434
Fax: 713. 271.5516
Email: Kenpm50@aol.com
Wed: http://www.fearlessnetworkers.com
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| Garrett
Pye
Wells Fargo
Senior Business Relationship Manager
Garrett
Pye is a Senior Business Relationship Manager
with Wells Fargo Bank. He has 12 years of commercial
banking experience in Houston, TX. He has extensive
experience in a wide variety of commercial accounts
including commercial lines of credit, commercial
real estate, equipment lending, and SBA loans.
Cell: 832-584-1033
Ph.: 281-870-0928
Fax: 281- 870-9329
Email: garrett.pye@wellsfargo.com
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Ro Royall
Business Extension Bureau
Direct Mail Marketing
Graduated
from University of Texas in 1987 with a degree
in Advertising. Worked for TRW Information services
(which was later bought out by Experian) in list
sales selling mainly to list brokers nationwide
. I have been with Business Extension Bureau for
the last 16 years selling mailing services, printing
& multiple lists to brokers and end users
nationwide. Thorough background in the direct
mailing industry. Married and have 4 children.
For the 50 years Business Extension Bureau has
helped local and national companies develop and
execute mail marketing programs. The company's
expertise extends from strategy development, through
list acquisition, mailer design, printing and
mail handling, for small or large businesses,
local or national in scope, for direct selling,
lead generation or general advertising purposes.
Ph.: 713-528-5568
Email: ror@bebtexas.com
Web: www.bebtexas.com
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| Rorika
Rueda
Scope Solutions Group Holdings
Rorika
is a Senior Associate at Scope Solutions Group
Holdings, a firm dedicated to implement software
solutions for mid to large size process (batch)
manufacturing companies as well as for corporations
that require extensive functionality in international
accounting. Scope Solutions was founded in 2001
and currently serves over 100 customers in Texas,
Louisiana, Latinamerica and the Caribbean. Scope
Solutions is in the top 10 resellers of Sage Software
for the process manufacturing vertical solutions.
Rorika
graduated from Universidad La Salle in Mexico
City. Her multinational background, extended experience
in the software industry and fluency in English,
French and Spanish are valuable assets to provide
quality service to Scope Solutions customers.
Address:
3730 Kirby Drive, Suite # 1200, Houston, TX 77098
Ph.: 713- 834-1177
Email: rrueda@scope-solutions.com
Web:www.scope-solutions.com
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| Yvette
Scheiber
MBS Marketing & Business Consulting, Inc.
Founder and CEOct
Mail Marketing
In
a nutshell, MBS Marketing & Business Consulting,
Inc. (MBS) helps small business leaders find the
sweet spot where the business goals and market
need meet. It’s at this intersection that the
quality of a business’s marketing methods and
strategies are optimized, and the best results
of the marketing investment are realized in both
the short and long term. Specializing in marketing
effectiveness and management consulting for small
business, MBS creates specific strategies that
apply directly to each business’s needs. We join
forces with the business to implement the strategies.
But, we don’t stop there. Creating and implementing
the strategies are only part of the solution.
It’s vitally important that business leaders have
metrics to be able to determine whether or not
the plans are working. So, we put in place measurement
processes to use during the post-implementation
phase.
Yvette
Scheiber, Founder and CEO of MBS, is a small business
advocate and visionary, speaker and writer. Her
ambition, tenacity and understanding of the power
of knowledge led her to found her company. Yvette
brings a refined skill set and broad knowledge
base acquired through her work in Global Fortune
500 companies and small businesses. She writes
and speaks on the geo-political environment and
its effects on small business. Yvette holds Bachelor
of Science and Bachelor of Business Administration
degrees from Lamar University.
Address: P. O. Box 941234, Houston, TX 77094-8234
Ph.: (713 243-8806
Fax: (281) 494-7223
Cell: (832) 444-3422
Email: yvette.scheiber@mbsmktpr.com
Web:www.mbsmktpr.com
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| Warren
E. Sloan
Allstate Insurance Company
Exclusive Agent
I was born and raised in Houston and now live
in the Cypress area. My wife Jana and I have two
children, Alex is almost 4 and Megan who is 6
months old. I graduated from The University of
Texas at Austin with a BA in economics with a
specialization in banking and finance along with
a business minor.
I own and operate an Allstate Insurance agency
that is 40 years old this year. My focus is on
maintaining a reasonably sized office where I
can be very active in directly supporting my customers
with personal service and advice on all insurance
matters. The following insurance products are
available: home, auto, flood, life, boat, motorcycle,
ATV/4 wheeler, jet ski, classic car, classic boat
and business.
Cell:
713-417-1819
Ph.: 713-464-4442
Fax: 713-464-4689
Email: warrensloan@allstate.com
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| Eric
Todd
Select Specialty Insurance Services
Vice President Operations
Select Specialty Insurance Services (SSIS) is
an experienced, centrally located, nationally
recognized, insurance agency focused on exemplary
service. SSIS is a full service insurance agency
that has a sharp focus on the service aspect of
the agency operations. SSIS specializes in commercial
and residential property and casualty insurance
products of all sizes. We have insurance coverage
from small to large commercial liability/property
to real estate related E&O programs. No matter
your risk, SSIS will find the right coverage for
you at competitive rates. With the convenience
of online accessibility and the service of your
neighborhood agency, Select Specialty Insurance
Services is here for all your insurance needs.
Address:
3901 Bellaire Blvd., Suite A, Houston, TX 77025
Direct: 832.518.3035
Cell:
713.256.7524
Fax.: 832.200.3539
Email: etodd@selectspecialtyinsurance.com
Website: www.selectspecialtyinsurance.com
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Jeff
Wheelock
Dickinson & Wheelock Attorneys at Law
Partner
Jeff
is a partner with the law firm of Dickinson &
Wheelock, P.C. He focuses on business and franchise
law. He regularly helps clients buy and sell businesses.
See Jeff’s full profile at:
www.texasfranchiseattorney.com/attorneys.
Dickinson
& Wheelock, P.C. was founded in 1998, our
law firm is dedicated to business and franchise
law. We represent both new and established businesses
in all of their legal needs. Our specific practice
areas include Business Transactions, Franchise,
Employment, Start-Up/Business Organizations and
Commercial Litigation.
Cell: 713-906-5333
Ph.: 713-722-8118
Fax: 713.722.7003
Email: jwheelock@dwlegal.com
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