23
1 Dr. Charles Newman DR. CHARLES M. NEWMAN II 22723 Royal Crown Terrace East Boca Raton, Florida 33433 USA 561-483-1664 [email protected] GLOBAL STRATEGIC MANAGEMENT EXECUTIVE, EDUCATOR AND CONSULTANT Global Strategic Management Educator, Corporate Executive and Management Consulting Professional with outstanding academic experience in higher-education & adult learning in both senior teaching and administrative roles and in both traditional, hybrid and online educational environments. Senior level executive experience at AT&T, Chase Manhattan Bank, Business International Corporation and providing strategic management & business leadership Consulting and Executive Education solutions to US Fortune 500, Global 1000, & International Organizations. Clients have included the top 300 multinational corporations and assignments have been conducted in over 100 countries.

DR. CHARLES M. NEWMAN II Boca Raton, Florida 33433 … · MBA program in the U.S. by the Sloan Foundation. Taught and developed this course and ... services related to global

Embed Size (px)

Citation preview

1

Dr. Charles Newman

DR. CHARLES M. NEWMAN II

22723 Royal Crown Terrace East Boca Raton, Florida 33433 USA

561-483-1664

[email protected]

GLOBAL STRATEGIC MANAGEMENT EXECUTIVE, EDUCATOR

AND CONSULTANT

Global Strategic Management Educator, Corporate Executive and

Management Consulting Professional with outstanding academic

experience in higher-education & adult learning in both senior teaching and

administrative roles and in both traditional, hybrid and online educational

environments. Senior level executive experience at AT&T, Chase Manhattan

Bank, Business International Corporation and providing strategic

management & business leadership Consulting and Executive Education

solutions to US Fortune 500, Global 1000, & International Organizations.

Clients have included the top 300 multinational corporations and

assignments have been conducted in over 100 countries.

2

Dr. Charles Newman

STATEMENT OF INTERESTS

To utilize my unique combination of experience as a

Scholar/Practitioner in global strategic management, management

consulting, e-commerce, financial services, telecommunications and

international business, to provide the highest quality contribution to

development and teaching of academic and executive education

programs related to business and technology and to provide senior

level consulting and advisory services to multinational corporations

and governments.

EXECUTIVE EDUCATOR CONSULTANT

VP and Senior

International Planning

Officer for Chase

Manhattan Bank

(worked directly for the

EVP International ($300

billion dollar business) in

facilitating his Senior

VP’s of each region of the

world and their key

country managers to

think and act

strategically)

President and CEO of

Newman Executive

Education and

Development

(provide executive

education to corporate

executives on

developing global

business strategies,

technology strategies

and leadership

development)

President and CEO of

CMN International

(provided mission critical

consulting services to

multinational

corporations on

developing international

joint ventures and

acquisitions and

region/country strategies,

examples: helped

establish joint ventures in

India, Brazil, Russia,

China, developed Apple

Computer’s first

international marketing

plan, enabled Motorola’s

entry into the Russian

market)

VP and Director of

Country/Industry Risk

and Opportunity

Assessment for Business

International Corporation

Adjunct Professor of

Strategic Management

for Florida

International

University

Director of Quint

Wellington Redwood U.S.

IT Management

Executive Education and

Consulting

(helped Quint enter the

U.S. market with their IT

Management executive

education and consulting)

VP and Manager of

International Decision

Analysis for Chase

Manhattan Bank

(Managed the internal

consulting unit of Chase’s

International

Department, conducted

Collegiate Professor

and Program Director

for the online Capstone

MBA Course in

Strategic Management

at University of

Maryland University

College

VP and Director of Global

Management Consulting

for Business International

Corporation

(Managed consulting

services of BI to the top

300 multinational

corporations in a wide

3

Dr. Charles Newman

country risk assessment

and competitive

assessment for the senior

management of the bank.

(grew this course from

4 faculty and 500

students per year to 30

faculty and 4000

students per year. Our

MBA program twice

received the Sloan

Consortium Award as

the Best Online MBA

Program in the U.S.

variety of projects,

including country strategy

development, regional

strategy development,

international marketing

plans, etc.)

Manager of Business

Information Systems

Programs at Bell Labs

and AT&T

(Managed the

development of economic

planning models to

support the decision

making of the Bell

Operating Companies

regarding the newly Bell

Labs invented digital

technologies)

Professor of

International Business

at Florida Atlantic

University

(taught courses in

International Business,

International

Marketing,

International Finance,

International Trade

Theory, International

Business Strategy, etc.)

VP of Country/Industry

Assessment for Business

International Corporation

(Developed, managed,

marketed and delivered

Business International’s

Country/Industry

Assessment Services to the

top 300 multinational

corporations)

Operations Research

Analyst for the U.S. Army

Security Agency

(developed analytical

models to support the

national security

responsibilities of the

Agency and managed

their world-wide Systems

Management Training.

Director of the Business

International Institute

(executive education for

the top 300

multinational

corporations

(Developed and taught

seminars on country

risk assessment,

country opportunity

assessment, joint

venture strategy,

market entry strategy,

etc.)

Senior Systems Analyst at

Addressograph-

Multigraph-Corporation

(developed systematic

assessment and

optimization of

information flow

requirements of the

company)

Adjunct Professor of

Strategic Management

in the Doctoral

Program of Capella

University

(taught courses in

Strategic Management

and acted as Academic

Advisor to Doctoral

students)

Adjunct Professor of

International Business

at Nova Southeastern

University. Taught

graduate course in

International Business,

International Strategy,

International

Marketing and

4

Dr. Charles Newman

International Finance

in their Master of

International Business

Program

EDUCATION

1984 Pace University (AACSB Accredited) New York, New York

Doctorate in Professional Studies (Business)

Co-major in International Business

Strategy, Marketing and Finance.

1971 University of Southern California Los Angeles, California

Master of Science

Major in Systems Management, Minor in Management Science.

1968 Case Western Reserve University Cleveland, Ohio

Bachelor of Science

Major in Physics with minor in Mathematics and Philosophy.

Certification: IBM Certified E-Business Solution Advisor, ITIL Foundation

Certification

TEACHING, RESEARCH, & ACADEMIC SERVICES EXPERIENCE

(1996 – Present)

Adjunct Professor of Strategic Management in the Corporate MBA

Program of Florida International University.

Collegiate Professor and Program Director/Course Manager-Strategic

Management, Graduate School, University of Maryland University

College

Adjunct Professor of Strategic Management in the Doctoral Program of

Capella University.

5

Dr. Charles Newman

Adjunct Professor of International Business, Nova Southeastern

University Graduate School of Business.

Visiting Professor and Director of e-Business Initiatives, Florida

International University Graduate School of Business

Adjunct Professor of International Business, Nova Southeastern

University Graduate School of Business

Assistant Professor and Director for International Business, Florida

Atlantic University College of Business

Adjunct Professor of International Business, Pace University Graduate

School of Business

Lecturer at numerous universities in the U.S., Europe, Latin America,

and Asia.

Academic Expert on Business Strategy for Business Week Magazine

Member, Board of Advisors, Harvard Business Review

Academic Reviewer, McGraw-Hill Publishing

MANAGEMENT CONSULTING & EXECUTIVE EXPERIENCE

(1968 – Present)

CEO, Newman Executive Education and Development (Business

Consulting/Education Services)

Director, Quint Wellington Redwood (IT Strategy and Management

Education)

Vice President, Senior International Planning Officer, Chase

Manhattan Bank

Vice President, Director of Global Management Consulting and

Industry/Country Strategy Assessment, Business International

Corporation

Vice President and Manager of International Decision Analysis, Chase

Manhattan Bank

Manager and Coordinator of Management Science Projects, AT&T Member of Technical Staff, Business Information Systems Programs,

Bell Telephone Laboratories

Senior Operations Research Analyst, U.S. Army Security Agency

Senior Systems Analyst, Addressograph-Multigraph Corporation

ACADEMIC EXPERIENCE

6

Dr. Charles Newman

2011-Present

Florida International University

Adjunct Professor of Strategic Management

This online Strategic Management MBA course was totally redesigned and

delivered by me and was given the Best Course in the CMBA Program

Award and I was also given the Best Professor in the CMBA Program

Award.

2005-2014

University of Maryland University College

Collegiate Professor Program Director of Strategic Management/

Program Director and Course Manager of the Capstone course in

Business Strategy in the MBA Program. UMUC was rated as the #1 on-line

MBA program in the U.S. by the Sloan Foundation. Taught and developed

this course and recruited and managed a group of prestigious international

faculty to teach it. Collaboratively worked on MBA Program initiatives,

including integrating the curriculum, developing overseas components to the

program and creating a long term academic and business strategy for the

program.

Special Additional Assignments:

In support of President Aldridge’s NAFTA Educational Consortium,

developed and taught special collaborative courses with Athabasca

University in Canada and the Tecnologico de Monterrey in Mexico.

In support of UMUC’s globalization theme, developed and taught special

courses involving field trips to China (twice) and India and collaboration

with local universities in those countries.

In support of UMUC recruiting efforts chaired or co-chaired the MBA

Program’s Virtual Open Houses numerous times.

In support of the BEPD and MBA Chairs, participated in a number of on-

going special projects, including MBA Competitor Analysis, MBA

Rankings Listings for UMUC, MBA Program Course Integration, New

Technology for Education Assessment Task Force, etc.

7

Dr. Charles Newman

Promoting UMUC’s Reputation and Outreach Through Scholarly

Activity:

Academic Expert on Strategic Management and Weekly Contributor to

Business Week Magazine’s Education Resource Center.

Editorial Advisory Council member to the Harvard Business Review

Academic Reviewer for McGraw-Hill publishing

Participated in an invitation only panel on MBA Education and the BRICS

at the 2011 Annual Meeting of the Strategic Management Society.

Selected to participate in McGraw-Hills 2012 Symposium on Trends in

Strategic Management Education (limited to 15 top strategic management

educators from around the U.S.)

Presented a peer-reviewed paper, “An Assessment and Review of a Distance

Learning Team Project on Foreign Direct Investment Decision Making By

Multinational Corporations With a Focus on the BRIC Countries” at the

Twelfth Annual Hawaii International Conference on Business, Honolulu

Hawaii. As a result of this paper presentation, I have been invited to submit

versions of it to two prestigious management journals.

Presented a refereed paper “Experiential Learning: A UMUC US/China

Graduate School Strategic Consulting Practicum, Utilizing Advanced Web

Based Technology” at the 4th Annual United States-China Forum on

Distance Education

UMUC, Adelphi, MD

Submitted a refereed and accepted paper “Assessing the use of an advanced

Web-Based Learning Architecture and Collaboration System in Two Years

of Graduate School Semester Long Team Projects Recommending

Acquisition Strategies into the BRIC countries, with a focus on China” at the

5th

Annual United States-China Forum on Distance Education, to be held in

Shanghai, China.

Presented a refereed, invitation only paper, “Information Technology

Outsourcing Industries in the BRICS Countries – A Comparative

Assessment” at the Oxford University Conference on

Confronting the Challenges of Technology for Development Experiences

from the BRICS (May 29-30, 2008)

8

Dr. Charles Newman

Participated in invitation only conferences at Columbia University for a

highly limited group of leading scholars and business people from around

the world at the Five-Diamond International Conference Cycle, Columbia

Program on International Investment, Thinking Outward: Global Players

from Emerging Markets, Columbia University, New York, NY

Invited to author a chapter on “Technology and Strategy” in the forthcoming

book Strategic Management in the 21st Century to be published in 2011

Professional Development:

Took numerous CTL online faculty development courses and encouraged

my faculty to do the same.

Additional Professional Experience:

1988-Present

CMN International/Newman Executive Education and Development,

Boca Raton, Florida President and CEO.

Provide management consulting and executive education services related

to global business strategy, joint ventures and acquisitions, emerging

markets business strategy development and country risk/opportunity

assessment for major multinational corporations and banks e-business

strategy and e-government transformation efforts,. Also develop turn-key

global strategy and e-transformation education programs for academic

institutions.

2004-2006

Quint Wellington Redwood, Miami Beach, Florida

Vice President and Director

9

Dr. Charles Newman

Responsible for all business development, marketing and sales for North

America region. Also responsible for developing the IT Governance

Practice. The company is one of the leading global providers of training,

Assessment and Consulting for Information Technology Performance

Improvement, through application of the ITIL and COBIT global standards

for IT Service Management and IT Compliance with the Sarbanes-Oxley

Law.

2005-2006

Capella University, Minneapolis, MN.

Adjunct Professor

Taught on-line courses in the Ph.D Program in the School of Business And

Technology. Courses included Strategic Management and IT Management.

Also acted as mentor and committee member for comprehensive exams and

dissertation advisor for Ph.D candidates.2000-2003

Florida International University, Miami, Florida

Visiting Professor/Administrator and Director of E-Business Initiatives

Designed, developed, and taught four new MBA courses to create an E-

Business Concentration in the MBA curriculum (Intro to E-Business, E-

Marketing, Global Environment for E-Business and E-Transformation

Strategy). Also designed, developed, marketed and taught two new

Executive Education programs, E-Business Solution Advising and

Consulting and E-Government Solution Advising and Consulting, after

having established FIU as an IBM University Scholar Partner. Developed

institutional relationships, regarding E-Business, with institutions of higher

learning in Argentina, Brazil, and Chile in conjunction with Governor Jeb

Bush’s Team Florida meetings in those countries. Responsible for review of

e-Business content of all graduate business courses from an AACSB

accrediting point of view.

1992-2000

Nova Southeastern University Graduate School of Business and

Entrepreneurship

Adjunct Professor of International Business

10

Dr. Charles Newman

Taught courses on International Business Environment, International

Marketing, International Banking and Investment, International Finance,

International Economics and International Business Strategy. In addition to

teaching these courses in Fort Lauderdale, they were also taught in Panama,

Jamaica and the Bahamas.

1998-1999

Palm Beach Atlantic College, Rinker School of Business

Visiting Professor of International Business

Taught courses on Principles of International Business, International

Finance, International Marketing, etc.

1988-1992

Florida Atlantic University, Boca Raton, Florida

Assistant Professor of International Business

Taught courses in International Business Operations, International Business

Policy and Strategy, International Marketing, International Economics and

Multinational Bank Management at both the graduate and undergraduate

levels. Was elected head of the International Business Teaching Area of the

Department of Management. Also successfully sought significant grant

funding for a new business and environment research and teaching program.

Responsible for a review of the international business content of all

graduate and undergraduate business courses from an AACSB accrediting

point of view.

1984-1987

Chase Manhattan Bank, New York, New York

Vice President, Senior International Planning Officer

Responsible for global strategic business planning, as well as providing

senior level consulting project support to Chase branches and subsidiaries in

Europe, Latin America, Asia and Africa/Middle East. Conducted

assignments in over 60 countries.

1979-1984

Business International Corporation, New York, New York

11

Dr. Charles Newman

Vice President, Director of Global Consulting Services

Developed and managed consulting assignments to over 100 multinational

corporations, as well as created and managed a Global Country/Industry

Strategy Assessment Service. Clients included IBM, Royal Dutch Shell,

General Electric, Apple Computer, AT&T, Chase Manhattan Bank,

Citibank, Nestle, Volvo, etc.

1975-1979

Chase Manhattan Bank, New York, New York

Vice President, Manager of International Decision Analysis Unit

Developed and managed major internal management consulting projects for

the geographic Senior Vice Presidents and key country managers, as well as

acted as the senior project staff for the Executive Vice President and Head of

the International Department. Involved in the strategic entry of the bank into

Japan, Brazil, Italy, Germany, UK, South Africa, Egypt, etc.

1972-1975

American Telephone and Telegraph Company/ Bell Labs, New York,

NY

Manager and Coordinator of HQ Management Science Projects

Responsible for developing economic impact assessment and capital budget

planning support for the world’s largest private sector software and

management science projects, developed by Bell Labs for the regional

Operating Telephone Companies of the Bell System.

1969-1972

U.S. Army Security Agency, Arlington, Virginia

Senior Systems Analyst and Operations Researcher

Conducted major management science projects for the U.S. intelligence

community, developed a global Information Technology Resource Planning

System and was director of IT distance learning educational programs

(video-tape based). Awarded the Army Commendation Medal for these

activities.

12

Dr. Charles Newman

1968-1969

Addressograph-Multigraph Corporation, Cleveland, Ohio

Senior Systems Analyst

Provided information systems strategy development support in the

Advanced EDP Planning Department.

PUBLICATIONS

Books:

Developing Strategic Partnerships and Joint Ventures in Latin

America, 1991, published by Business International Corporation.

Debt/Equity Swap Handbook, 1989, published as an internal manual

by the U.S. Agency for International Development.

International Risk Management, 1983, published by the Financial

Executives Research Foundation.

Strategic Planning Practices of Multinational Corporations, 1982,

with Eizaacson, et al, 3 volume, Multi-client Study, published by

Business International Corporation.

Managing and Evaluating Country Risk, 1983, published by

Business International Corporation.

Papers/Articles:

“An Assessment and Review of a Distance Learning Team Project

on Foreign Direct Investment Decision Making By Multinational

Corporations With a Focus on the BRIC Countries”, Presented at the

Twelfth Hawaii International Business Conference, June, 2012.

“Information Technology Outsourcing Industries in the BRICS

Countries-A Comparative Assessment”, presented at the University of

Oxford Conference on Confronting the Challenges of Technology for

Development Experience from the BRICS, May, 2008”

“Experiential Learning: A UMUC US/China Graduate School

Strategic Consulting Practicum, Utilizing Advanced Web Based

13

Dr. Charles Newman

Technology”, presented at the 4th Annual United States-China Forum on

Distance Education, 2008, Adelphi, Maryland.

“Mapping the ITIL Standard of Best Practices for IT Service

Management to the COBIT Standard of Best Practices for IT

Control Compliance with the Sarbanes-Oxley Law”, presented at the

2005 Annual Conference of the IT Service Management Forum (ITSMF)

and the 2005 Sarbanes-Oxley IT Control Conference of the Information

Systems Auditing and Control Association (ISACA)

“Assessing Market Potential for e-Businesses in Emerging Market Countries”, presented at the 2001 Annual Conference of the

International Institute for E-Commerce.

“Environmental Ethics and Analysis in International Business

Courses, A Preliminary Proposal”, January 1993, Journal of Teaching

in International Business.

“Country Risk and Foreign Direct Investment, the Southeast Asian

Experience 1971-1985”, 1991, Proceedings of the Annual Conference of

the Southeast Asia Business Program of the University of Michigan.

“Political Risk Assessment and Foreign Direct Investment in Latin

America 1971-1985”, 1990, Proceedings of the Annual Conference of

the Business Association of Latin American Studies.

“Developing a Corporate Techno-Strategy”, 1981, Annual Meeting

of the World Future Society, Washington, D.C.

“Management Science in Industry, A Practitioner’s View”, 1979,

International Conference of the Institute of Management Sciences,

Hawaii.

“Vulnerability Analysis in International Financial Planning”, 1978,

Proceedings of the Joint Institute of Management Sciences/Operations

Research Society of America Conference, Los Angeles.

“Automation Criteria for Overseas Branch Banking”, 1978,

Proceedings of the International Conference of the Institute of

Management Sciences, New York.

“Management Information for Country Evaluation”, 1977,

Proceedings of International Conference of the Institute of Management

Sciences, Athens, Greece.

14

Dr. Charles Newman

“Modelling and Planning for Large Scale Corporate Automation”,

1974, Proceedings of the 25th

Annual Conference and Convention of the

American Institute of Industrial Engineers.

“An Industrial Engineering Approach to EDP Project

Management”, 1974, 2nd

Annual AIIE Work Measurement Conference,

General Motors Institute.

“Satellite Orbit Analysis”, 1963, Case Engineering and Science

Review, Cleveland, Ohio.

15

Dr. Charles Newman

RESEARCH/CONSULTING

BRIC Countries (Brazil, Russia, India and China) Economic

Development and Business Investment Environment:

In addition to having conducted numerous in-country consulting

assignments in the BRIC countries in support of both multinational

corporation market entry and local company business development, I have

conducted in-depth academic research on the emergence of the BRIC

countries as major players in the twenty first century global economic and

business environment and on the activities of eight major global industries,

within the BRIC countries, and led in-country graduate student consulting

projects for local and multinational companies.

Techno-Readiness for E-Business and E-Government

Recent research involves a comprehensive study of the demographic,

psychographic and multi-cultural factors influencing the adoption of new

technology, especially technology related to the Internet. Several academic

papers are in the preparation stage and numerous discussions with leading

corporations and government entities (with the potential to be case studies)

are underway.

E-Business Market Potential Assessment

Several consulting assignments have resulted in the development of a

unique methodology for assessing the market potential for e-business in

various countries around the world. Further research in the application of

this methodology has the potential for academic publication.

E-Transformation

Building on the base of IBM’s Framework for E-Business and E-Business

Cycle, I have been interviewing and documenting the ways in which

corporations are successfully implementing e-transformation of their

businesses and, as part of this research, have hosted two major symposia on

“E-Transformation, Getting It Right and Getting It Done.”

Foreign Direct Investment Decisions and Practices

I have authored several papers and conducted multiple surveys of

multinational corporations concerning the decision making processes of

multinational corporations in regard to directly investing outside their home

country. This research has been on-going for over twenty years and I have

16

Dr. Charles Newman

compiled a unique and extensive data base of responses and continue to tap

this data for future papers and books.

International Portfolio Investment

Research involving a comprehensive 10 year review of the performance of

emerging stock markets in relationship to a systematic assessment of their

socio-political, economic and financial environments. Several papers are in

preparation.

LDC Debt for Equity Swaps

As one of the early developers of debt for equity swaps in less developed

countries I have done both academic and industry studies of this subject and

have developed a method of relating the risk arbitrage between financial

institutions and multinational companies to predict conditions for debt for

equity swaps. This methodology has been utilized by various banks and

governmental agencies in establishing debt for equity programs.

Emerging markets young professionals class.

On behalf of several consulting clients, I have developed an extensive data

base of information on the young professionals market segment in over 50

emerging market countries. Now I am analyzing this data in order to test

various hypotheses for academic publication.

DR. CHARLES M. NEWMAN II - TECHNOSTRATEGY AND E-

BUSINESS CONSULTING EXPERIENCE

Client: E-Solutions Software Company

Developed this company’s first international marketing strategy and

supported it’s establishment of international alliances and joint ventures.

Client: U.S. Exporter

Conducted a market opportunity/feasibility study for establishing an internet

based supply chain management and customer relations management system

for their global operations.

17

Dr. Charles Newman

Client: Brazilian Internet Incubator/Accelerator

Advised this company in it’s start-up phase and through its continued highly

successful development. Also acted as U.S. representative of this company’s

capabilities.

Client: Major Automotive Parts Company

Developed a detailed assessment of the e-commerce (B2B, B2C, B2b)

opportunities in Latin America, including extensive in-country research in

Argentina, Brazil and Mexico.

Client: Major Multinational Bank

Developed a systematic evaluation process for the decision to automate the

back office operations of the overseas branches of the bank. This process

became the formal mechanism for deciding to introduce new technology into

overseas branches.

Client: Saving and Loan

Developed an overall corporate "techno-strategy" for positioning the

business and it's products to take advantage of the convergence of computers

and telecommunications and the changing bank regulatory environment.

Client: Major U.S. Telecommunications Company

Conducted economic impact analysis of a multi-billion dollar

computerization effort on the companies operating entities throughout the

United States and developed a planning and modeling system for

coordinating the budgeting for and implementation of these computer

systems.

Client: Information Services Company

Developed a systematic on-line service to consolidate and manipulate the

world-wide business intelligence information of this company and it's

utilization by the company's clients.

18

Dr. Charles Newman

Client: Major High Tech Company Conducted one of the first market

feasibility studies about the potential for cellular telephone

communications, leading this company into making a major investment

in this new industry.

Client: Medical Imaging Technology Company

Advised the principals of the company to conceptualize and develop a new

business utilizing the latest advances in computers and telecommunications

to provide a digital imaging product line for dental and medical applications.

This included writing their initial business plan and representing the

company to the investment community.

Client: Telecommunications Software and e-Business Solutions

Company Identified, negotiated and facilitated the start up of several international joint

ventures for this company in India, Brazil and Russia.

DR. CHARLES M. NEWMAN II - GEOSTRATEGY

CONSULTING EXPERIENCE

Client: Major Multinational Bank

Managed a project to establish an Emerging Markets Strategic Vision and

Country Selection Process for the International Consumer Finance unit,

followed up by specific in-country market entry strategy development for

Mexico, Brazil, Argentina, India, Indonesia, Malaysia and Thailand, and

product value proposition design and market research for the initial targeted

countries.

Client: Major Multinational Bank

Led a senior management team development of a coordinated strategic plan

for the bank's operations in Latin America, linking the various lines of

business, wholesale, retail and investment banking into a unified strategy,

including development of new financial services products and innovative

marketing procedures.

19

Dr. Charles Newman

Client: Major Manufacturing Company

Examined reasons for their lack of success in the Japanese market and

developed a strategic and product realignment which resulted in their

becoming the dominant company in their industry in Japan.

Client: Major Multinational Bank

Developed the initial business case for the establishment of a business unit

devoted to international debt/equity swaps and the subsequent highly

successful implementation of that business.

Client: U.S. Agency for International Development Acted as senior advisor on the establishment of a debt for development

program by AID in Latin America, Asia and Africa, which was subsequently

adapted by several other U.S. government agencies and was a precursor to

the Baker Plan and Brady Initiatives for LDC debt.

Client: Foreign Bank Operating in the U.S. Designed and implemented a company wide change management program

and reorganized and refocussed the marketing operations for the retail

banking business. Result was a major turnaround for this bank's U.S.

operations and it's subsequent sale at a high multiple to another bank.

Client: Major Brazilian Joint Venture Bank

Designed and implemented a highly innovative Strategic

Implementation Tracking System for this bank's various

lines of business.

Client: Multinational Investment Bank

Developed a global investment banking market and competitive intelligence

system for the London merchant banking subsidiary and implemented an

innovative competitive response process.

Client: Major Multinational Bank:

20

Dr. Charles Newman

Developed, in-country, jointly with the respective Country Managers, Long

Range Business Plans in Egypt, South Africa, Iran, Argentina, Brazil,

Venezuela, UK, Italy, Germany, France, Spain, and Canada.

Client: Major Multinational BankDesigned, implemented and managed

the bank's first systematic country risk assessment process and acted as

the bank's representative in teaching these procedures to other banks

and to U.S. regulatory authorities.

Client: Multinational Investment Bank

Managed staff support for the implementation of the bank's new Investment

Banking presence in Japan.

Client: Major Multinational Bank

Facilitated several major international acquisition and divestiture decisions

in Argentina, Brazil, Mexico, Colombia, Egypt, South Africa, Lebanon,

Belgium and Italy, including finding targets/buyers and negotiating with

host governments.

Client: Major Multinational Bank

Produced an in-depth marketing study on the banking needs of Japanese

Multinational Corporations, resulting in an aggressive new marketing effort.

Client: Major Multinational Bank

Conducted in-country research to identify and implement new target market

and product strategies for mid-level corporate financial services in France

and Germany.

Client: Major Multinational Bank

21

Dr. Charles Newman

Managed several major Change Management projects in Brazil, Mexico,

Italy, Spain and Japan, including redefinition of mission and development of

new product and market strategies.

Client: Indian Investment Bank

Advised this Indian bank develop an off-shore India investment fund, and

target partners for marketing and distribution.

Client: Major U.S. Telecommunications Company

Acted as senior consultant and advisor for this company's entry into the

Russian and C.I.S. market, including sourcing, marketing and distribution

strategies, partner identification and negotiation and final successful

implementation.

Client: U.S. Computer Software Company

Acted as senior consultant and advisor for this company's entry into the

India market, including identifying potential partners and negotiating

establishment of a joint venture company.

Client: U.S. Computer Company

Developed and helped implement a strategy of coupling sourcing with

marketing to negotiate a successful exception allowance to enter Brazil's

highly protected local computer market, and subsequently helped this

company develop similar programs in Malaysia and Taiwan..

Client: U.S. Chemical Company

Recommended and facilitated transformation of their international marketing

approach from finding markets for excess domestic production to adapting

to the specialized needs of significant overseas markets.

Client: Canadian Conglomerate

Facilitated senior management review of opportunities in the Asian market

and helped develop this company's first Asia/Pacific market strategy.

22

Dr. Charles Newman

DR. CHARLES M. NEWMAN II - CORPORATE REENGINEERING

Client: Multinational Bank

Led a Task Force on Product and Organization Profitability Analysis,

resulting in major restructuring of international operations.

Client: Major Multinational Bank

Managed several major Activity Value Analysis projects in conjunction with

McKinsey consultants, for the bank's head office planning functions and for

several overseas branches, including Brazil, Argentina, Greece and Italy..

Client: Major U.S. Telecommunications Company Team member of a high level task force to determine the long range business

implications of the breakup of the Bell System.

Client: Major Multinational Bank

Acted as Senior Consultant to a project on back office reengineering in 7

European countries.

DR. CHARLES M. NEWMAN II - TRAINING AND

FACILITATION SEMINARS

Client: Major Multinational Investment Bank

Developed and presented a series of "International Loan Portfolio

Management" seminars for over 100 multinational and regional banks and

U.S. government agencies.

Client: Major Multinational Bank

Developed and presented training sessions on "Country Risk Assessment"

for the bank's highly regarded credit training program.

Client: Major U.S. High Tech Company

23

Dr. Charles Newman

Designed and facilitated a series of "product idea generation" seminars for

the key scientists and engineers of the company, resulting in identification

and prioritization of future product development ideas and designed a

follow-up implementation tracking process.

Client: Numerous U.S. Manufacturing Companies

Conducted training seminars on the opportunities and threats in the

emerging markets of Latin America and the Far East. Audience consisted of

worldwide and regional product managers.

Client: Several Emerging Market Country Government Entities Conducted training on issues involved in attracting foreign direct

investment, developing policies for competitively attracting such investment

and to prepare for negotiations with multinational corporations. Conducted

two week training programs on the market economy and the conduct of

international business.