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