David is a seasoned professional and an executive advisor for fassforward Consulting Group. Prior to joining the fassforward team, David spent 20 years on Wall Street. He started his career at IBM, in business marketing, focused on the Olympic sponsorship program both for the Atlanta and Nagano Olympic games. He then worked at Morgan Stanley for 9 years in Institutional Equity Derivatives where he managed Hedge Fund Sales Trading. David was also a leader in the firm’s recruiting program, taught in the training program, and was a significant contributor in the growth of the firm’s derivative platform for hedge fund clients. In 2008, David joined New Mountain Capital to launch a risk management strategy and start a trading desk for the firm’s hedge fund with assets of approximately $1 billion. In 2010, he was promoted to Portfolio Manager, co-managing the hedge fund, which had grown to over $2 billion in assets.
David received his A.B., magna cum laude from Princeton University.
“David is a principled, passionate professional who throughout his career has successfully brought diverse companies, people and teams together. He belies the conventional Wall Street executive image with extraordinary interpersonal skills and E.Q.”
Rose Fass, founder and CEO fassforward consulting group
Frank is a Principal Consultant and Executive Coach at fassforward Consulting Group. He has worked with a wide range of leaders, Managers, and Supervisors through coaching and customized leadership workshops, all focused on sales skills and customer experience enhancement.
Frank draws on over 30 years of experience as a corporate executive and an entrepreneur developing innovative solutions for strategy, change and leadership challenges. He has comprehensive knowledge of product development,
distribution, sales and marketing as well as joint ventures. He was involved in the emergence of desktop publishing and digital imaging technologies at Xerox. He later joined IBM’s venture capital group and headed up their
interactive development lab which created the first interactive gaming experience. Most recently, Frank lead a home furnishings company where, in partnership with a major Thai corporation, he opened a factory in Shanghai to
produce their merchandise. The company serviced retailers including Wal-Mart, Target, Lowe’s, and The Home Depot.
Frank holds a Master’s degree from UCLA and a Bachelor’s degree from Springfield College.
Gavin is a senior partner and co-founder of fassforward Consulting Group. Over the past several years he has advised Fortune 100/500 companies on the impact of market changes and their interrelationship with marketing and business strategy. He brings a unique perspective on growth and innovation, as well as an understanding of the barriers to achieving desired results in
Prior to fassforward, Gavin was VP and Director of Web Strategy at Gartner, where he oversaw the development of e-business assets in the research and advisory firm’s London and Stamford offices. Earlier, Gavin worked for McGraw-Hill.
Gavin has also worked with the London Business School, co-founding their i:Lab and writing the case study “Netscape Communications Corporations”. He has moderated at conferences such as the Global Industry Conference on Finance and Technology
in Geneva, and taught at the Global Information and Telecommunications Industries [GiTi] Executive Program at INSEAD.
A graduate of Great Britain’s Royal Military College at Sandhurst, he served as a platoon commander in the King’s Own Border Regiment. Gavin has worked in the defense, automotive, publishing and manufacturing industries. He holds a bachelor’s degree in Engineering and an MBA in Strategy, Innovation and Information Technology from the THESEUS Institute in France. He is a Sainsbury Fellow of
the Royal Academy of Engineering and a member of the ACM and the Fédération Européenne d’Associations Nationales d’Ingénieurs.
Rose Fass is the founder and CEO of fassforward Consulting Group, a leading edge business transformation firm. Rose works with Fortune 500 executive teams on translating strategy, driving change and growing leadership.
She has over 35 years of experience in technology and consumer-based industries. During her career, Rose has opened new businesses in the United States, been a general manager with full P&L responsibility and led major corporate transformations.
As the Chief Transformation Officer at Xerox, Rose led the transition to the global industry and solutions business, integrating acquisitions, diverse cultures and operating units, to develop and execute their enterprise strategy.
A dynamic speaker, Rose is frequently invited to speak at private and public sector events. She is listed in Forbes’ 2012 Top 10 Women Business Leaders of New York. Her firm has been awarded the Inc.500/5000 for three consecutive years. She has been a guest on CNBC, is quoted in several best-selling business books and, is the author of The Chocolate Conversation: Lead Bittersweet Change, Transform your Business.
“Rose has the unique gift to take a mess, turn it into a business problem, and quickly put in place effective steps towards resolution.”
Bill McDermott, CEO, SAP
THE CHOCOLATE CONVERSATION: LEAD BITTERSWEET CHANGE, TRANSFORM YOUR BUSINESS
The single factor that determines success or failure today is the conversation. Great leaders use public and private conversations to cultivate a common worldview, set standards and uncover concerns that can undermine the goals of the organization. Rose uses chocolate as a proxy to provide a simple method for how
businesses can avoid a meltdown and have complete leadership conversations that move people to action. Rose shows leaders how to achieve growth, scale and productivity by focusing on relevance, the most important issue in business today.
The Chocolate Conversation
When you think of chocolate what comes to mind? Snickers, truffles, eclairs? If a simple word like “chocolate” evokes so many interpretations, how many more occur when there’s something like a new complex strategy at stake? The most effective leaders recognize that different interpretations happen, and take action.
They create a common World-view where people feel they play a part. They understand the Standard each person is working with. And finally, the leader uncovers the unmet needs, or Concerns.
Rose speaks about how the conversation determines leadership and transformation, and how leaders can avoid meltdowns and drive change in four key areas of growth, scale, productivity, and relevance.
Addicted To Relevance
There is one big question every CEO should be asking, because
regardless of if they are asking it or not, their customers and
shareholders are answering it: “are we relevant?” If relevance
isn’t one of your business considerations, you won’t have the
opportunity for growth and scale, and productivity will become
about shrinking your company. The bottom line is simple –
businesses that are not relevant may hobble along but will
eventually fail. The answer to relevancy is change, and that starts
In this discussion, Rose talks about the part you play in relevance.
She shows you how to have the only two conversations that
matter – conversations that re-frame someone’s thinking and
conversations that incite action.
Look Forward, Not Backward
There is one big question every CEO should be asking, because regardless of if they are asking it or not, their customers and shareholders are answering it: “are we relevant?” If relevance isn’t one of your business considerations, you won’t have the opportunity for growth and scale, and productivity will become about shrinking your company.
The bottom line is simple – businesses that are not relevant may hobble along but will eventually fail. The answer to relevancy is change, and that starts with you.
In this discussion, Rose talks about the part you play in relevance. She shows you how to have the only two conversations that matter – conversations that re-frame someone’s
thinking and conversations that incite action.
Every company has “a way we do things around here”. That’s how we define culture. It’s what is valued, the principles lived by, and the way people treat customers and each other. Culture is a key component of your company DNA,
and it contributes to Chocolate Conversations. It is the make or break element in the success or failure of mergers and acquisitions.
Rose speaks about when different cultures with different world-views meet, and the conflicting standards that arise.
She will show you how to properly navigate through this phase by uncovering the unmet needs of all key stakeholders, teams and organizations.
Interested in booking Rose to speak at your next event? Contact Jess Gozur, Marketing Manager, Jess@fassforward.com or (914) 738-7200.
Sally is the Chief Operating Officer at fassforward Consulting Group. Sally manages the design/implementation of processes that map the firm’s vision and strategic imperatives to specific actions yielding measurable outcomes in: revenue growth, delivery of Executive Leadership programs, Frontline Delivery Programs and client relations. Sally has more than
25 years of leadership experience in business development and operations.
Prior to joining fassforward Consulting Group, Sally managed global business operations at TowerGroup. As a member of the company’s senior management committee, she was responsible
for TowerGroup’s human resources, information technology, editorial, and office administration functions in the United States and internationally.
Before joining TowerGroup, Sally was an Alliance Director for Xerox Corporation responsible for third-party joint ventures launching new product offerings. While at Xerox she held numerous sales management positions and was recognized repeatedly for her achievement of sales targets.
In addition to Sally’s career with Xerox she was a regional manager for Electronic Data Systems (EDS), overseeing the company’s business for the Xerox Corporate Business Units, which consisted of 20 organizations.
Sally was also an elementary and junior high school teacher in New York City for five years. She has a B.A. in Communications from Hunter College and a master’s degree in Education from Brooklyn College.
Susan is the resident anthropologist at fassforward Consulting Group. She has extensive experience understanding organizations and the work people do. Susan has a unique ability
to gather and synthesize feedback into a business context that is both understandable and actionable.
She has over 20 years of corporate experience, spanning a variety of industries. She has managed R&D groups, seen technology from concept into product, and has helped build new Organizations and practices. She has advised corporate executives on virtual and work
communities, knowledge-sharing and brokering, next generation web and business systems, as well as ways to engage with workers, users, customers, and clients.
Susan began her business career at Xerox’s Palo Alto Research Center (PARC), where she was instrumental in developing and applying collaborative, socio-technical approaches to the
transformation of work and the design of new technology.
Susan holds a Ph.D. in Anthropology from Michigan State University. An active contributor to professional conferences and organizations, she has written on topics such as technology’s role in workplace collaboration.
Director, Client Programs
Tara is Director of Human Experience Programs at fassforward Consulting Group. She has worked with over 20,000 frontline employees and managers across all business channels, developing and facilitating focus groups, professional development, sales skills, and customer experience enhancement.
Additionally, she has created and rolled out national Customer Experience training programs.
Over the past several years, Tara has worked with a wide range of leaders facilitating customized leadership workshops, and consults on the understanding, design, and needs of the customer and employee experience.
Prior to joining fassforward consulting group, Tara taught English in China, Japan and South Korea, and designed and sold jewelry in and around Southeast Asia and Italy.
Tara holds an MBA from the Metropolitan College of New York. She studied Comparative Literature at the University of Oregon and holds a BA in Liberal Studies and a minor in Publishing from Portland State University.
Additionally, she holds a Certificate of Business Etiquette and Protocol from the Protocol School of Washington.
The UnCustomery Experience
Most Customer Experience conversations focus on the problem in isolation. They focus on the symptom, not the cure, and ignore two fundamental truths:
A customer’s experience is the total of all interactions with a brand.
The Customer owns the Customer Experience, the business creates the conditions for it.
In this discussion, Tara talks about how to redesign the Customer Experience through working with your people – how they act, what they say, how they say it, and the conversations they have with customers and each other — and how to create actionable strategies based on
these interactions. Learn how to authentically represent your brand and engage customers in a way that serves them and your business.
Interested in booking Tara to speak at your next event? Contact Jess Gozur, Marketing Manager, Jess@fassforward.com or (914) 738-7200.