David A. Westman, MBA, CPA, CAE

David established Westman & Associates Consulting, LLC (W&A) in 2011. Specific areas of focus include:

  • Governance enhancement
  • Strategic and operational planning
  • Organization-wide and functional reviews
  • Benchmarking and process improvement
  • Compensation program design and administration
  • Executive coaching
  • Executive search and Interim CEO services – through affiliations with other firms

David A WestmanDavid has over 10 years of experience serving as an association CEO. This includes leadership of two international professional societies, the Emergency Nurses Association and the Congress of Neurological Surgeons, which both experienced significant growth and operational improvements during his tenure. He has also served through W&A as Interim CEO with the American Association of Diabetes Educators and the Water Quality Association.

Prior to his leadership of professional societies, David served for 15 years in leadership capacities at two large national accounting firms – KPMG and McGladrey. At McGladrey he led the Chicago-land’s Strategy & Human Capital Consulting practice and served as Performance & Compensation Consulting Practice Champion for the firm. In his various capacities, he doubled the size of his assigned business unit, personally sold and subsequently managed over 100 consulting engagements, wrote numerous articles on governance and performance improvement topics, and served as a speaker at meetings of various associations and societies.

David received his undergraduate degree from Augustana College (Illinois), where he was a triple major and class valedictorian. He subsequently earned his MBA in Finance and Marketing from the University of Chicago. He is both a Certified Public Accountant (CPA) and a Certified Association Executive (CAE).

He has published numerous articles on performance improvement topics and has served as a speaker at the annual meetings of the American Society of Association Executives (ASAE), Association Forum of Chicagoland, and other organizations. The ASAE published a book written by David in March, 2016 titled “Board and CEO Roles for Association Goals”. The book addresses best leadership practices in associations.

David is active with the American Society of Association Executives, where he served as chair of the Key Professional Association Committee (KPAC), consisting of 40 large association chief staff executives. He is also active with Association Forum, where he led an initiative to form a large CEO networking and best practice sharing group. He previously served as Chair of the Editorial Board, and in 2013 received the organization’s Inspiring Leader of the Year award.

Lori C. Westman, MSLManaging Director

Lori C. Westman, MSL

Lori Westman is the Managing Director of Westman & Associates Consulting, LLC (W&A). Specific areas of focus include:

  • Executive coaching
  • Strategic planning
  • Organization structure design
  • Process improvement

Prior to W&A, she served for six years at the CEO of a small not-for-profit charitable organization focused on serving families experiencing difficult times. She also served as David’s personal executive coach for over 20 years, providing critical input in addressing numerous challenging situations he encountered as a CEO and consultant.

Lori received her undergraduate degree from Benedictine University (Psychology). In 2013 she earned her Masters of Science in Leadership from Walden University.

Kayla Westman

Kayla, a part-time contractor for Westman & Associates, grew up in the association world and has been working full-time at various medical associations ever since graduating from Calvin College in 2012. Specific areas of focus include:Kayla

  • Compensation Analysis
  • Process Improvement
  • Event Planning & Design

Kayla has a Master’s degree in Leadership Studies from Walden University and she obtained her CMP in January of 2016. She is currently the Director of Meetings for a Chicago-based medical association and she is working towards obtaining her CAE.

When Kayla is not working you can usually expect to find her at the beach, cold beverage in hand, or travelling to distant lands in search of the next great adventure.

Associates

The Brusa Group
www.brusagroup.com
drjabrusa@aol.com
630-605-5101

The firm specializes in providing organization development services to corporations, associations, family owned businesses and non-profits. Core lines of service include:

  • Executive Coaching & Leadership Development
  • Team Development & Conflict Resolution
  • Organization Change Management
  • Executive & Team Retreats
  • Assessments for: Hiring, Development, Training

The firm is led by Jo Ann Brusa, Ph.D., Licensed Psychologist, with over 25 years of experience in organizational consulting, executive development and team effectiveness.

Monar Consulting, Inc.
www.monarconsulting.com
mpm@monarconsulting.com
847-778-3060

Based in Chicago, Illinois, the firm is focused on serving associations, public & privately held companies, and other non-profit organizations. Core lines of service include:

  • Leadership development
  • Executive coaching
  • Organization development & change management
  • Talent management & succession planning
  • Team building & facilitation
  • Designing, developing and delivering training

The firm is led by Mike Monar, MS, Ed.S, who has over 30 years of experience as an organizational development consultant and human resource professional.

Overture Group logo

The Overture Group, with offices in Lisle, Illinois and Cedar Rapids, Iowa, is a premier Midwest professional/executive search and placement firm headquartered in Lisle, IL. With its genesis in the fields of accounting and business consulting, The Overture Group serves many industries, with an increasing focus on associations and other non-profits. David Westman serves as Overture’s Association Practice Leader – building awareness of the firm’s services and assisting in the identification/vetting of candidates for association positions.

For more information, please call 630-352-4029, visit their website at: theoverturegroup.com, or connect on Facebook, LinkedIn, Twitter, YouTube and Google +.

Right Management logo

Established in 1980, Right Management has over 35 years of experience in career management and talent strategy.  In that time, the company has put 40,000 people to work every day, conducted over 12 million interviews per year and successfully transitioned more than three million people into new roles. David Westman serves as an affiliate Executive Coach – working with client executives to improve their effectiveness in current roles and preparing them for promotion to higher-level roles.

Transition Management Consulting, Inc. (TMC) is a trusted advisor to association and nonprofit boards of directors and their executives by providing experienced interim leadership to bridge gaps in executive leadership and high quality advice.

David Westman serves as TMC’s Great Lakes Practice Leader (Illinois, Indiana, Michigan, Ohio, and Wisconsin). David, along with TMC founders Jackie Eder-Van Hook, PhD and Bob Van Hook, FASAE, CAE, offer clients a national network of skilled consultants providing services including:

  • Interim Executive Leadership
  • Succession Planning
  • Management Consulting