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Podcast - WSW: Trust as an Essential Critical Success Factor for Effective Strat

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Podcast: World Strategy Week

Trust as an Essential Critical Success Factor for Effective Strategy

Often consultants and strategy professionals are given access to client’s most intimate information about their business and business practices.  The question is not “how important is trust for all parties in the planning process?” but rather how should all parties behave when brought into the inner kingdom?  Will the presence or absence of trust affect the project success?  How do you build this trust and how fast can it be destroyed when compromise?


Join Mark Haas, CMC, and James McComb, author and a long standing Fortune 50 strategy professional lead us in a discussion titled: “Trust as an Essential CSF for Effective Strategy”.  Participants will learn what is expected and share their experiences of success and frustration.


The perspective is to bring both the inside and outside view of trust as a critical success factor in building, leading and implementing an effective strategy.  This is particularly more important today because of the increased intangible value in companies.  Mark would be able to handle the outside (consultant’s) view while Jim will give the internal (Client’s) view.  


Mark Haas CMC, FIMC

President, Research and Organization Management

Mr. Haas works with executive and boards of small to mid-sized companies to strengthen operational effectiveness and build value, bringing expertise in business diagnostics, strategy, streamlined business planning and disciplined execution. Mark founded ROM in 1994 to help executives cope with the increasing complexity of strategic, operational and cultural challenges they face.


Mark’s primary expertise, developed over thirty years of business, research and consulting, is evaluating organizations, developing and implementing strategy, improving processes, building agility and helping organizations execute with discipline. He is currently revitalizing a human service nonprofit, developing strategy for several healthcare organizations, and developing business models for scientific research and technology companies. Recent projects include training consultants in Europe and Asia, developing strategy for a healthcare company, reorganizing a school system, improving performance of a biomedical research agency, advising a personalized healthcare research startup, and transforming a professional membership association. He also facilitates high-visibility sessions ranging from national health security strategy, biodiversity, and community STEM efforts to WWIV military strategy, naval technology research and response to nuclear terrorism.


He is a Certified Management Consultant and a Fellow of the Institute of Management Consultants USA. He was lead quality examiner (Baldrige) for seven years and has held several professional society leadership positions, including IMC USA (past Board Chair and CEO, current Ethics Chair), DC Alumni Council of the Harvard Kennedy School, Society of Petroleum Engineers (past national technical committee chair and chapter president), the AAES (R&D Policy and K-12 Education Committees) and several community boards.  He is a member of the Ethics and Compliance Officers Association and serves on several civic and professional boards. He is an author, invited speaker, seminar leader, and expert witness, has received professional, academic, civic, and athletic awards and has been listed in several professional directories, including Who’s Who Among Emerging Leaders and Who’s Who in America


Mark holds degrees in City and Regional Planning from the Harvard Kennedy School, where he was a Teaching Fellow for undergraduate and a Teaching Assistant for graduate students, and in biology from Colgate University, where he was named to the Konosioni senior honorary society. 


Jim McComb

Senior Vice President at Executive Next Practices Institute


A former senior-level executive in two Fortune 100 companies, Jim McComb is an expert in positioning organizations for certain success in an uncertain world . . . by showing them how to effectively manage Wild Cards, and how to create and deploy value-driven Next Practices. 

One of America’s leading strategic management executives for more than 25 years, Jim has led marketing, strategic planning and organizational development at the country’s largest credit union, largest mortgage company, largest agricultural lender and largest community bank holding company.  In addition, he consulted in finance, marketing, strategic planning and organizational development while a partner in the world’s largest strategic planning consultancy. 

Retired as Senior Vice President of Finance at Bank of America, Jim now serves on the senior leadership team of the Executive Next Practices Institute in Irvine, California.  The Institute is a think tank that brings C-level executives together from all over Southern California to incubate leading edge solutions that both leverage and mitigate tomorrow’s most complex business opportunities and challenges.

A past national president of the Association for Strategic Planning, Jim was among the nation’s first Certified Strategic Management Professionals (SMP) and was inducted into the Association’s Hall of Fame in 2009. He holds a bachelor’s degree in finance and marketing from the University of Tennessee, a master’s in public policy from the John F. Kennedy School of Government at Harvard, and graduated with Distinction from the ABA School of Bank Marketing & Management at the University of Colorado.

An executive coach, keynote speaker and management consultant, Jim is the author of six books:  Transitional Life Cycle Marketing (1993), Best Practices in Strategy (1998), Blueprint for Certain Success (2012), Your Destiny Plan (2012), Undiscovered Horizons (2013), and We’re Using Best Practices . . . So Why Aren’t We the Best? (coming in late 2014).