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2012!………..	
  
                                                                                                                                                                                                                                                                                                                                                                                                                                           	
  




                                                                                                                                                                                            end?!
                                                                                                                                                                                eady to Asc 	
  in	
  developing	
  
                                                                                                              uR                                xperienc                                   e
                                                                                                       Are Yoe	
  ability	
  and	
  proven	
  eto	
  meet	
  your	
  complex	
   ceted	
  
                                                                                                            th          s	
                                              s	
                             	
  mul8-­‐fa
                                                                                                         Ascend	
  ha prehensive	
  solu8on                                            	
  access	
  to                 r	
  
                                                                                                         crea8  ve,	
  com                         e	
  offe   r	
  one-­‐stop rience…see	
  why	
  ou
                                                                                                                         ha       llenges.	
  W                                a l	
  expe
                                                                                                          business	
  c                                 	
  opera8on                       ch	
  new	
  he
                                                                                                                                                                                                             ights.	
  
                                                                                                                                      e8ng,	
  and                 	
  them	
  rea
                                                                                                          finan  cial,	
  mark                  d	
  to	
  help
                                                                                                                             k	
  to	
  Ascen
                                                                                                           clients	
  loo




                           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.	
  
                           	
  	
  
                            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	
  




	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ascendmanagement.com	
  
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:	
  
                                                   ts	
  Forward	
  
                                    Moving	
  Clien ven	
  track	
  record	
  in	
  helping	
   c8ves.	
  	
  
                                                                                               our	
                                                                                                                                                                       	
  
                                                  ro                                                                                                                                                                                                                       PERFORMANCE:	
  Ascend	
  solu8ons	
  enable	
  our	
  clients	
  to	
  build	
  more	
  
                                     Ascend	
  has	
  a
                                                          	
  p                               s	
  and	
  obje
                                                                     eed	
  their	
  goal                                                                                                                                                                                  powerful	
  businesses.	
  Our	
  performance-­‐oriented	
  exper8se	
  focuses	
  
                                     clients   	
  meet	
  and	
  exc                     and	
  tac8cal	
  
                                                                   the	
  strategic	
                                                                                                                                                                                      primarily	
  on	
  finance,	
  efficiency,	
  repor8ng,	
  analy8cs,	
  quality,	
  	
  and	
  risk..	
  
                                     our	
  fi rm	
  provides	
                              rward.	
  
                                                                    ve	
  the	
  ball	
  fo                                                                                                                                                                                	
  
                                      horse    power	
  to	
  mo                                                                                                                                                                                                           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.	
  	
  



                            Performance	
  Measurement	
  &	
  Management:	
                                                                                                                                                                                          Strategy	
  &	
  Corporate	
  Solu4ons:	
  
                            In	
  its	
  simplest	
  form,	
  Ascend	
  helps	
  our	
  clients	
  	
  obtain	
  the	
  right	
                                                                                                                                       Ascend	
  clients’	
  are	
  faced	
  with	
  the	
  challenge	
  of	
  how	
  to	
  posi8on	
  
                            informa8on,	
  organize	
  it,	
  and	
  ensure	
  its	
  distributed	
  to	
  the	
  right	
                                                                                                                                             themselves	
  against	
  compe88on,	
  keeping	
  customers	
  sa8sfied,	
  and	
  
                            people	
  in	
  a	
  format	
  that	
  is	
  accurate	
  and	
  ac8onable.	
  	
                                                                                                                                                          organizing	
  their	
  organiza8ons	
  to	
  support	
  strategic	
  ini8a8ves.	
  
                            	
                                                                                                                                                                                                                                        	
  
                            At	
  Ascend,	
  our	
  team	
  of	
  professionals	
  is	
  experienced	
  at	
  helping	
                                                                                                                                               At	
  Ascend,	
  our	
  strategic	
  planning	
  consultants	
  draw	
  	
  from	
  their	
  
                            business	
  owners	
  and	
  managers	
  understand,	
  measure	
  and	
                                                                                                                                                                  extensive	
  experience	
  in	
  delivering	
  strategic	
  solu8ons	
  for	
  mul8ple	
  
                            effec8vely	
  manage	
  their	
  key	
  business	
  drivers.	
                                                                                                                                                                             Fortune	
  500	
  companies.	
  
                            	
                                                                                                                                                                                                                                        	
  
                            Some	
  of	
  Ascend’s	
  Performance	
  Measurement	
  and	
  Management	
                                                                                                                                                               Some	
  of	
  Ascend’s	
  	
  Strategy	
  and	
  Corporate	
  Solu4ons	
  offerings	
  
                            offerings	
  include:	
                                                                                                                                                                                                                    include:	
  
                            -­‐	
  Mul8-­‐Dimensional	
  Profitability	
  	
                                                                                                                                                                                           -­‐	
  Corporate	
  Strategy	
  Planning	
  and	
  Development	
  
                            -­‐	
  Planning	
  &	
  Forecas8ng	
                                                                                                                                                                                                      -­‐	
  Strategic	
  Roadmap	
  development	
  and	
  reviews	
  
                            -­‐	
  Repor8ng	
  and	
  Analysis	
                                                                                                                                                                                                      -­‐	
  Business	
  /	
  Business	
  Line	
  Valua8on	
  
                            -­‐	
  Business	
  Intelligence	
                                                                                                                                                                                                         -­‐	
  Financial	
  Modeling	
  



                           Project	
  PorRolio	
  Management:	
                                                                                                                                                                                                       Opera4onal	
  Excellence:	
  
                           Ascend	
  believes	
  every	
  program	
  or	
  project	
  provides	
  opportuni8es	
                                                                                                                                                      Ascend	
  has	
  proven	
  methodologies	
  that	
  work	
  for	
  many	
  industries	
  
                           for	
  game-­‐changing	
  strategic	
  partnerships	
  and	
  that	
  they	
  shouldn’t	
                                                                                                                                                  including	
  financial	
  services,	
  healthcare,	
  energy	
  and	
  
                           be	
  viewed	
  as	
  expenses	
  or	
  overhead.	
  Done	
  properly,	
  our	
  services	
                                                                                                                                                pharmaceu8cals.	
  We	
  have	
  seen	
  great	
  success	
  applying	
  our	
  
                           bring	
  real	
  financial	
  benefit	
  by	
  improving	
  efficiencies	
  and	
                                                                                                                                                              methodologies	
  to	
  a	
  range	
  of	
  func8onal	
  areas	
  including	
  finance,	
  
                           minimizing	
  risk	
  to	
  project	
  investments.	
                                                                                                                                                                                      marke8ng,	
  sales,	
  HR,	
  IT,	
  retail	
  and	
  outsourcing.	
  
                           	
                                                                                                                                                                                                                                         	
  
                           Ascend	
  	
  brings	
  a	
  proven	
  approach	
  to	
  ensure	
  the	
  success	
  of	
                                                                                                                                                  Ascend	
  professionals	
  have	
  been	
  involved	
  in	
  this	
  discipline	
  for	
  many	
  
                           projects.	
  We	
  have	
  the	
  experience,	
  tools	
  and	
  energy	
  to	
  create	
                                                                                                                                                  years,	
  at	
  many	
  Fortune	
  100	
  companies.	
  We’re	
  problem	
  solvers	
  who	
  
                           stronger,	
  more	
  predictable	
  results.	
  	
                                                                                                                                                                                         provide	
  innova8ve,	
  proven	
  approaches	
  to	
  a	
  wide	
  range	
  of	
  situa8ons	
  
                           	
                                                                                                                                                                                                                                         	
  
                           Some	
  of	
  Ascend's	
  Project	
  PorRolio	
  Management	
  offerings	
                                                                                                                                                                  Some	
  of	
  Ascend’s	
  	
  Opera4onal	
  Excellence	
  and	
  Process	
  
                           include:	
                                                                                                                                                                                                                                 Improvement	
  	
  offering	
  include:	
  
                           -­‐	
  Porolio	
  Op8miza8on	
                                                                                                                                                                                                            -­‐	
  Process	
  Improvement	
  
                           -­‐	
  Program	
  Management	
  Office	
  (PMO)	
  Design	
  &	
  Implementa8on	
                                                                                                                                                            -­‐	
  Product	
  Development	
  
                           -­‐	
  Project/Program	
  Management	
                                                                                                                                                                                                     -­‐	
  OpEx	
  Program	
  Development	
  
                           -­‐	
  Project	
  Turnarounds	
                                                                                                                                                                                                            -­‐	
  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	
  porolio	
  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	
  porolio	
  selec8on	
  &	
  planning	
  to	
  porolio	
  management,	
  project	
  execu8on	
  and	
  
            benefits	
  realiza8on.	
  	
  




	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  [3]	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ascendmanagement.com	
  
Ascend Advantage !
            !                                                                                                                                                                                                                                                                              Integrated	
  Know-­‐How:	
  Ascend	
  has	
  the	
  ability	
  and	
  proven	
  
                                                                                                                                                                                                                                                                                           experience	
  in	
  developing	
  crea8ve,	
  comprehensive	
  solu8ons	
  to	
  
            	
                                                  e	
  Crowd:	
                        ing	
  on	
  the	
  
                                                                                                                          best	
  o                                                                                                  f	
                                                   meet	
  your	
  complex	
  business	
  challenges.	
  We	
  offer	
  one-­‐stop	
  access	
  
                                   Stand	
  O ut	
  From	
  th al	
  consul8ng	
  firm	
  -­‐	
  build odology,	
  talent,	
                                                                                                                                                                to	
  mul8-­‐faceted	
  financial,	
  marke8ng,	
  and	
  opera8onal	
  experience.	
  
                                                      our	
  typic
                                                     ’t	
  y                       	
  for—meth
                                                                                            wn                                    d	
  
                                    Ascend	
  isn 	
  firms	
  used	
  to	
  be	
  kno                                s	
  like	
  Ascen
                                                                                                    ou8que	
  firm
                                    w hat	
  the	
  big                	
  new     er,	
  more	
  b               xibility.	
  
                                                                                                                                                                                                                                                                                           Big	
  Time	
  Results,	
  Without	
  The	
  Big	
  Firm	
  Costs:	
  Ascend s	
  over-­‐
                                                       d	
  what	
  the                           ead	
  and	
  fle                                                                                                                                                                         arching	
  goal	
  is	
  to	
  develop	
  rela8onships	
  that	
  are	
  both	
  close	
  and	
  long	
  
                                    results—an                            on ,	
  low	
  overh
                                                       ersonaliza8                                                                                                                                                                                                                         las8ng.	
  We	
  wont	
  extend	
  contracts	
  for	
  short-­‐term	
  benefits,	
  we	
  are	
  
                                     do	
  well—p
                                                                                                                                                                                                                                                                                           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.	
  
                                                                                                                                                                                                                                                                                           	
  

                    Leadership that guides a results driven team !
                    !   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.	
  
                        	
  
                        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.	
  


                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.”	
  



                        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	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  [4]	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ascendmanagement.com	
  
2012 !
            ………………	
                                                                                      Company Information: !
            !                                                                                             !
            	
  
                                                                                                                                                                                                                                                                                                                                                                 eir	
  
                                                                                                                                                                                                                   manage	
  th
                                                                                                                                                                ey	
  Shots:	
                    d	
  succeed	
  
                                                                                                                                          ents	
  Execute	
  K es.	
  Those	
  who	
  grow	
  an 	
  are	
  mi8gated	
  and	
  
                                                                                                                            Helping	
  Cli ons	
  face	
  challeng        nce	
  ensure
                                                                                                                                                                                        s	
  risks
                                                                                                                                            a8                                erie
                                                                                                                              All	
  Organiz eKer.	
  	
  Ascend’s	
  	
  exp
                                                                                                                              ch  allenges	
  b                  miz ed.	
  
                                                                                                                                               es	
  are	
  maxi
                                                                                                                              opportuni8




                                                                                                          Sample Clients: !
                                                                                                          !




                                                                                                              Contact: !
                                                                                                              ! Execu4ve	
  Contact:	
                                                                                                                                                                        Address:	
  

                                                                                                               Dave	
  Maddaluna,	
  CEO	
  	
                                                                                                                                                                Ascend	
  Management	
  Group	
  	
  

                                                                                                               704.998.5788	
  (Direct)	
  	
                                                                                                                                                                 Transamerica	
  Square	
  	
  

                                                                                                               704.779.7020	
  (Cell)	
  	
                                                                                                                                                                   401	
  North	
  Tryon	
  Street	
  –	
  10th	
  Floor	
  

                                                                                                               dave.maddaluna@ascendmanagement.com	
  	
                                                                                                                                                      CharloKe,	
  NC	
  28202	
  	
  

                                                                                                                                                                                                                                                                                                               Agency:	
  
                                                                                                                   General	
  Email	
  Inquiries	
  &	
  Media	
  
                                                                                                                                                                                                                                                                                                               704.998.5788	
  (Direct)	
  
                                                                                                                 info@ascendmanagement.com	
  
                                                                                                                                                                                                                                                                                                               704.998.5301(fax)	
  	
  


	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
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  www.ascendmanagement.com	
  

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2012 Capabilities

  • 1. 2012!………..     end?! eady to Asc  in  developing   uR xperienc e Are Yoe  ability  and  proven  eto  meet  your  complex   ceted   th s   s    mul8-­‐fa Ascend  ha prehensive  solu8on  access  to r   crea8 ve,  com e  offe r  one-­‐stop rience…see  why  ou ha llenges.  W a l  expe business  c  opera8on ch  new  he ights.   e8ng,  and  them  rea finan cial,  mark d  to  help k  to  Ascen clients  loo 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.       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                                                                                                                                                                                                                                www.ascendmanagement.com  
  • 2. 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:   ts  Forward   Moving  Clien ven  track  record  in  helping   c8ves.     our     ro PERFORMANCE:  Ascend  solu8ons  enable  our  clients  to  build  more   Ascend  has  a  p s  and  obje eed  their  goal powerful  businesses.  Our  performance-­‐oriented  exper8se  focuses   clients  meet  and  exc and  tac8cal   the  strategic   primarily  on  finance,  efficiency,  repor8ng,  analy8cs,  quality,    and  risk..   our  fi rm  provides   rward.   ve  the  ball  fo   horse power  to  mo 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.     Performance  Measurement  &  Management:   Strategy  &  Corporate  Solu4ons:   In  its  simplest  form,  Ascend  helps  our  clients    obtain  the  right   Ascend  clients’  are  faced  with  the  challenge  of  how  to  posi8on   informa8on,  organize  it,  and  ensure  its  distributed  to  the  right   themselves  against  compe88on,  keeping  customers  sa8sfied,  and   people  in  a  format  that  is  accurate  and  ac8onable.     organizing  their  organiza8ons  to  support  strategic  ini8a8ves.       At  Ascend,  our  team  of  professionals  is  experienced  at  helping   At  Ascend,  our  strategic  planning  consultants  draw    from  their   business  owners  and  managers  understand,  measure  and   extensive  experience  in  delivering  strategic  solu8ons  for  mul8ple   effec8vely  manage  their  key  business  drivers.   Fortune  500  companies.       Some  of  Ascend’s  Performance  Measurement  and  Management   Some  of  Ascend’s    Strategy  and  Corporate  Solu4ons  offerings   offerings  include:   include:   -­‐  Mul8-­‐Dimensional  Profitability     -­‐  Corporate  Strategy  Planning  and  Development   -­‐  Planning  &  Forecas8ng   -­‐  Strategic  Roadmap  development  and  reviews   -­‐  Repor8ng  and  Analysis   -­‐  Business  /  Business  Line  Valua8on   -­‐  Business  Intelligence   -­‐  Financial  Modeling   Project  PorRolio  Management:   Opera4onal  Excellence:   Ascend  believes  every  program  or  project  provides  opportuni8es   Ascend  has  proven  methodologies  that  work  for  many  industries   for  game-­‐changing  strategic  partnerships  and  that  they  shouldn’t   including  financial  services,  healthcare,  energy  and   be  viewed  as  expenses  or  overhead.  Done  properly,  our  services   pharmaceu8cals.  We  have  seen  great  success  applying  our   bring  real  financial  benefit  by  improving  efficiencies  and   methodologies  to  a  range  of  func8onal  areas  including  finance,   minimizing  risk  to  project  investments.   marke8ng,  sales,  HR,  IT,  retail  and  outsourcing.       Ascend    brings  a  proven  approach  to  ensure  the  success  of   Ascend  professionals  have  been  involved  in  this  discipline  for  many   projects.  We  have  the  experience,  tools  and  energy  to  create   years,  at  many  Fortune  100  companies.  We’re  problem  solvers  who   stronger,  more  predictable  results.     provide  innova8ve,  proven  approaches  to  a  wide  range  of  situa8ons       Some  of  Ascend's  Project  PorRolio  Management  offerings   Some  of  Ascend’s    Opera4onal  Excellence  and  Process   include:   Improvement    offering  include:   -­‐  Porolio  Op8miza8on   -­‐  Process  Improvement   -­‐  Program  Management  Office  (PMO)  Design  &  Implementa8on   -­‐  Product  Development   -­‐  Project/Program  Management   -­‐  OpEx  Program  Development   -­‐  Project  Turnarounds   -­‐  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  
  • 3. 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  porolio  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  porolio  selec8on  &  planning  to  porolio  management,  project  execu8on  and   benefits  realiza8on.                                                                                                                                                                            [3]                                              www.ascendmanagement.com  
  • 4. Ascend Advantage ! ! Integrated  Know-­‐How:  Ascend  has  the  ability  and  proven   experience  in  developing  crea8ve,  comprehensive  solu8ons  to     e  Crowd:   ing  on  the   best  o f   meet  your  complex  business  challenges.  We  offer  one-­‐stop  access   Stand  O ut  From  th al  consul8ng  firm  -­‐  build odology,  talent,   to  mul8-­‐faceted  financial,  marke8ng,  and  opera8onal  experience.   our  typic ’t  y  for—meth wn d   Ascend  isn  firms  used  to  be  kno s  like  Ascen ou8que  firm w hat  the  big  new er,  more  b xibility.   Big  Time  Results,  Without  The  Big  Firm  Costs:  Ascend s  over-­‐ d  what  the ead  and  fle arching  goal  is  to  develop  rela8onships  that  are  both  close  and  long   results—an on ,  low  overh ersonaliza8 las8ng.  We  wont  extend  contracts  for  short-­‐term  benefits,  we  are   do  well—p 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.     Leadership that guides a results driven team ! ! 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.     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.   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.”   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                                                                                                                                                                          [4]                                              www.ascendmanagement.com  
  • 5. 2012 ! ………………   Company Information: ! ! !   eir   manage  th ey  Shots:   d  succeed   ents  Execute  K es.  Those  who  grow  an  are  mi8gated  and   Helping  Cli ons  face  challeng nce  ensure s  risks a8 erie All  Organiz eKer.    Ascend’s    exp ch allenges  b miz ed.   es  are  maxi opportuni8 Sample Clients: ! ! Contact: ! ! Execu4ve  Contact:   Address:   Dave  Maddaluna,  CEO     Ascend  Management  Group     704.998.5788  (Direct)     Transamerica  Square     704.779.7020  (Cell)     401  North  Tryon  Street  –  10th  Floor   dave.maddaluna@ascendmanagement.com     CharloKe,  NC  28202     Agency:   General  Email  Inquiries  &  Media   704.998.5788  (Direct)   info@ascendmanagement.com   704.998.5301(fax)                                                                                                                                                                            [5]                                              www.ascendmanagement.com