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  Associates of the Balanced Scorecard Institute

 
 

 

Howard Rohm, CPT
President & CEO

Howard is a performance management trainer, consultant and technologist with over 40 years experience. Howard has helped dozens of organizations worldwide build balanced scorecard and other performance planning and management systems.  

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Howard Rohm

Larry Halbach
Executive Vice President
 

Larry is a performance management consultant and technologist who brings a comprehensive set of executive leadership, planning, and implementation skills developed over 25 years to his strategic planning and balanced scorecard development clients.   

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Larry Halbach

David Wilsey
Vice President of Education & Technology
 

David has served as lead consultant and project manager on numerous client strategic planning and performance management efforts, has taught public and client-site workshops and has led e-learning solution development.  

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David Wilsey

Kevin Zemetis, PMP
Vice President of International Operations
 

Kevin is an expert strategic planning and management instructor, facilitator and consultant focused on structured organizational development.  Kevin has led strategic planning and management workshops with numerous public, non-profit and private organizations.  

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Kevin Zemetis

Gail Perry
Vice President of Strategic Solutions
 

Gail has over 20 years of strategic planning and performance management consulting experience with corporate, nonprofit, and government organizations and has trained several hundred scorecard students as the lead trainer for several of the Institute’s public workshops.  

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Gail Perry

Paul Arveson
Director of Public Training
 

Paul founded the Balanced Scorecard Institute as a Web site in 1998, and co-founded, along with Howard Rohm, the Institute as a training and consulting business in 2003. Paul is a prolific contributor of online resources and is the lead instructor for the Institute's public workshops. 
  
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Paul Arveson

Dr. Gardner Shaw
Senior Associate
 

Gardner is a management consultant and executive trainer who focuses on helping organizations achieve better results. He has over 20 years of experience in management, applied statistics, organizational behavior, training and facilitation, and policy implementation. 

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Gardner Shaw

Suzy Nisbet, SPHR, CCP
Senior Associate

Suzy has over 22 years of Human Resource Management and Organizational Development experience as a consultant, practitioner, and trainer.  With a specialty in compensation planning and programs, she guides organizations in cascading their Balanced Scorecard to the individual performance level.   

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Suzy Nisbet 

Will Kaydos
Senior Associate
 

Will has been helping organizations improve their performance for thirty years. His experience includes operations management, performance measurement, the balanced scorecard, strategic planning, total quality management, management systems, and Baldrige assessment.   

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Will Kaydos 

Kitty McCoy
Senior Associate
 

Kitty helps companies visualize and execute strategic and performance management systems into day-to-day life. Kitty brings over 25 years of broad experience in radio, television, print media, computer aided design/engineering, information technology, training, and strategy consulting to your project.  

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Kitty McCoy 

Dr. Sandy McLure
Senior Associate
 

Sandy is an experienced analyst, evaluator and facilitator, with over 30 years experience working for the multinational corporation, Unilever. He is a Chartered Mechanical Engineer (UK) and fulfilled a wide variety of engineering management positions during his Unilever career in the UK, The Netherlands and Zimbabwe.  

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Sandy McLure 

Peter Ndaa, MBA, CPA
Senior Associate
 

Peter is the Director of Strategy, Finance and Operation of the Strathmore Business School in charge of coordinating the development and execution of the strategy of the School and the coordinating and supervising of the school's support services functions.   

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Peter Ndaa

Pamela Freeland
Senior Associate

Pamela brings over 35 years of experience in health care. She led corporate level strategic planning at MeritCare Health System for over 20 years, facilitating strategic thinking and planning through times of significant change in the organization.  

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Pamela Freeland 

Dr. Katherine Fielder
Senior Associate
 

Katherine Fiedler is an experienced consultant, facilitator and trainer with expertise in performance management, project management, program planning, design, development and evaluation. She has helped organizations in the areas of health, behavioral health, human services, workforce assessment and development and emergency preparedness. 

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Theresa Hill
Senior Associate

Theresa has years of strategic planning implementation and training experience with nonprofit and government organizations and is an engaging public speaker on a wide range of topics. 

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Theresa Hill

Dr. Lawrence P. Grayson
Senior Associate
 

Larry is a former Federal government executive with wide a range of contacts, both nationally and internationally. He has a strong record in organizational leadership, administration, financial management, planning, technology applications, and constituent communications.   

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Maria N. Wall, P.E.
Associate
 

Maria has over 15 years of experience in engineering, strategic planning, CRM, business intelligence, process improvement, and market analysis, and is recognized for facilitating diverse, cross-functional teams in defining and executing customer-driven business strategies. 

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Maria Wall

Joe DeCarlo
Associate
 

Joe has over 36 years of experience in business structuring, strategy formulation & implementation, change management, and the design & execution of innovative operational business models in the private, public, and nonprofit sectors. 

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Joe DeCarlo

Dr. Judith Cardenas
Associate
 

Dr. Judith Cardenas is a Certified Professional in Learning and Performance (CPLP) and has more than 22 years of experience in higher education and corporate training. She has worked in many diverse work settings and has held positions of president and vice president in higher educational institutions.

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Dr. Judith Cardenas 

Daniel J. Montgomery, CMC
Associate

Dan has a 30 year background as a management consultant and executive coach, and as a manager, counsellor, and trainer. His previous professional consulting experience includes work with both Accenture and Ernst & Young. He has worked with clients in a variety of industries, including technology, energy, financial services, construction and health care. 

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Dan Montgomery

 
 
 
     
 
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