Update, January 1, 2010:
Catalyst Strategies announces that William
E. Crisick has joined the firm's Core Team as a business and financial
is a management consulting firm headquartered in Woodside, California that
seeks to be a catalyst for business growth. They work with service and
technology companies to ignite market momentum. Catalyst Strategies
specializes in business strategy, product innovation and positioning,
customer experience transformation, and sales and marketing acceleration
include SAP, Cisco, Yahoo!, eBay, Blue Shield of California, American
Automobile Association, Charles Schwab, Citi, , Intuit, TriNet, McAfee,
Kodak, Johnson & Johnson, and Delta Dental. The company also works with
early stage companies funded by leading venture capitalists such as NEA,
Sequoia, Battery Ventures, and Kleiner Perkins.
has been developing financial and data analysis models for over 15 years,
and has participated in numerous Catalyst Strategies engagements. “Bill
brings deep modeling skills that support various practice areas, including
market opportunity assessment, product development, strategic planning,
business case development, and business planning. His work helps make
complex models both flexible and easy to use. We’re thrilled that he’s a
part of our core team,” says Founder and Managing Partner, Trish Hayward.
News Update, November 1, 2006:
Mr. William E.
Crisick, principal modelist with Financial Modeling Specialists, presented a
seminar on Financial Modeling and Strategic Planning for Legal Practices to a
delegation of lawyers from Russia as part of a three week-long "business management training" program on the business of operating law firms. The delegation was sponsored jointly by the Center for Citizen
Initiatives (CCI) and Oakland Rotary #3.
presentation focused on the economics of legal practices, how the profitability
of a law firm can be measured in numerous ways, and how such measurements may
influence the strategic decisions of the partners.
A specialist in
creating financial models, Mr. Crisick created two models which he used as
'study case' examples for his presentation. Part 1 used the example of a
sole legal practitioner and illustrated the benefits of sound financial
management and planning for small firms.
Part 2 focused
on a larger, multi-practice area firm. The profitability by practice area
was analyzed and compared as the effect on profits for the partners of changing the allocation of various
expenses was illustrated.
Economic concepts such as
Utilization, Break Even, Direct versus Indirect Expenses, Expense
Allocation, and Leverage were illustrated through the examples.
CCI, located in
San Francisco, organized the program for the visiting lawyers from various cities throughout
Russia as part of a "Productivity Enhancement Program," a Marshall Plan
program developed by the U.S. State Department over 26 years ago. The
delegation consisted of 11 attorneys, each of whom is a director or partner in
their firm, and two interpreters. Members of the
delegation were hosted by Rotary members in their homes during the three week
considers his participation in the CCI program to have been an opportunity to
play a small role in improving international relations in the global
business community, and thus to be time well spent.
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