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
- Executive and professional recruiting (teaming with The Overture Group)
- Organization-wide and individual performance management system development
- Executive and staff compensation and recognition program design
- Financial management enhancement
Previous to his current role at W&A, David served for nearly 10 years as CEO of two professional societies – the Congress of Neurological Surgeons (CNS) and the Emergency Nurses Association (ENA). At both societies he also was the staff leader of the affiliated foundations. At ENA he was also CEO of the Board of Certification for Emergency Nursing. As a CEO, David facilitated development of comprehensive strategic plans, which resulted in significant growth and operational improvements at the societies and their affiliates. During his tenure at ENA the society was recognized by the National Association for Business Resources as one of Chicagoland’s top 101 “employers of choice” for four consecutive years.
Prior to his role as a CEO, 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 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).
David is active with the American Society of Association Executives, where he is a past 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 is led an initiative to form a large CEO networking and best practice sharing group. In 2013 he was recognized as the Forum’s Inspiring Leader of the Year.
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.
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.
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.
The Overture Group 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 primarily serves private equity and middle market organizations in the fields of finance, accounting, human resources, operations and technology. The company is a member of the American Institute of CPA’s (AICPA), Financial Executives International (FEI), Illinois Manufacturers Association (IMA), Society of Human Resources Management (SHRM), National Association of Corporate Directors (NACD), Private Directors Association (PDA), and Vistage. The Overture Group operates an additional office in Cedar Rapids IA.
For more information, please call 630-352-4029, visit their website at: theoverturegroup.com, or connect on Facebook, LinkedIn, Twitter, YouTube and Google +.
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.
Working with TMC leaders Jackie Eder-Van Hook, PhD and Bob Van Hook, FASAE, CAE, is a national network of skilled consultants with over 20 years of broad-based association and nonprofit leadership experience providing services, including
- Interim Executive Leadership
- Succession Planning
- Executive Search
- Management Consulting