Hank Tate Professional · Web viewVP and CIO for a second biotechnology company. CTO for financial services company. Director of Financial Development for wastewater equipment company

HANK TATE Professional

Portfolio

HENRY H. “HANK” TATE JR.12954 WestleighHouston, Texas 77077Home 281.870.9194Cell [email protected]

20090109

http://www.righthandman.t8s.com/

TABLE OF CONTENTS HANK TATEPROFESSIONAL PORTFOLIO

1Overview 1

Introduction 1Basic Nature 1Servant Leadership 1“The Right Hand Man” 2Passion for People 2Reputation 2Website 2

2Key Accomplishments 3

3Accolades 5

4Synogy 9

5Areas of Achievement 10

Operations / Planning 11Information Management 19Change Management / Training 24Graphics & Web Design 28

7Education & Service 35

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OVERVIEW HANK TATEPROFESSIONAL PORTFOLIO 1

IntroductionMore than 30 years of executive leadership and consulting have encompassed a variety of skills and experience which is impossible to convey clearly in a short résumé. This Professional Portfolio has been created to expand and clarify an understanding of the abilities and value that I provide to help business leaders build a company that is recognized for excellence by employees, vendors, and customers – and that earns an effective profit on efficient operations.Even in the many pages collected in this portfolio it is impossible to fully communicate the variety of large and small projects which have been completed within companies, for clients, or in service to a variety of non-profit organizations. Please feel free to ask questions regarding any areas of interest.

Basic NatureBy nature I am a creative “generalist” with a passion for learning new things and solving new problems. My greatest value to those I’ve served has usually been from tackling new areas with a variety of unknowns and analyzing in detail the issues, needs, challenges, and then creating effective solutions – often on a limited budget. My decades of experience in leadership in small and emerging businesses has built strongly on this basic nature. With resources to hire specialists often limited, I have often been placed into a position which required learning a needed skill to accomplish an important business goal. Consequently I have developed a reputation as a “producer” – analyzing the problem and creating the solution myself, not just talking about what needs to be done.The downside of being a generalist is reflected in trying to communicate to others “who” I am professionally. It is a challenge to answer accurately the question, “What do you do?” Those who know me well and have worked with me say it is not arrogant of me to reply, “What do you want done?” Though the corporate world is desperately in need of generalist in many areas – especially in leadership – the traditional job placement industry is focused on specialists. To address that need I have created in following sections a number of “Areas of Specialization” that are presented as résumés for each of the selected skills areas. Hopefully this will help in your understanding of where I can bring value in meeting your needs.

Servant LeadershipI enjoy serving! Helping others turn their dreams and vision into reality. One person described me as a “Vision Engineer” because of my ability to take the pieces of an amorphous dream apart and reconstruct it piece by piece into realistic plan and description that anyone could understand and the created excitement. It is a joy to see the fruit of such efforts. Though I often am solely responsible for producing the final assets for a project, I thrive on working with teams and building people. I have hired and personally directed teams, and I have helped build a number of non-profit organizations where effective leadership is defined by an attitude of service

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2Overview

rather than dictating directions. I believe that the weakness in many companies comes from a culture of leadership that encourages and rewards dictatorial directives instead of collaborative problem solving. I stress the importance of the “Customer is First” as an attitude at all levels of a company, but operatively emphasize that “Employees are First – Customers are Second” is the way to empower ALL employees with the job training, peace, and emotional security which enables them to step out on a limb and move mountains to make sure customers are “excited” – not just satisfied.

“The Right Hand Man”For many years I have been referred to as “The Right Hand Man” by a number of leaders I’ve served. This nickname originated with Jack Frey, the president of the real estate development company that I was Vice President of for eight years. Jack commented that I was the “epitome of the number two man – the ‘Right Hand Man’ – because everything I throw at you, you figure out how to do it – even when you’ve never done it before, and I don’t have to worry about it because I know you will address all of the details necessary and make sure that the job is done ‘right’!”Other leaders have adopted that nickname for me over the years, and one client I’ve worked with for more than fifteen years suggested that I use the nickname as a “brand” for Hank Tate. Hence the name of my website – “Hank Tate, Right Hand Man”.

Passion for PeopleI am totally convicted that a focus on building and nurturing strong positive supportive relationships is critical to the long-term success of people AND businesses. All of my attention in building successful business operations is designed to create affirmative relationships with employees, vendors, and customers. Building people is the key to building businesses! No matter my title, I operate with the attitude of a Chief Experience Officer (CXO) to build positive experiences with the company throughout all functional areas of the company.

ReputationKnown for: integrity; faithfulness; absolute commitment to excellence; constant focus on achieving customer excitement – not just satisfaction; exceptional creativity in problem solving and creating new opportunities for profitability; dependable – fulfill commitments within required time and budget – figure out how to accomplish the goal without constant supervision;

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3Overview

initiative – act in the best interest of the company without being told to – including pulling very long days without being requested; intelligence – learn highly technical systems very quickly; detail & big picture – can look at projects from both perspectives; personable – get along well with most anyone; servant leader – lead individuals and teams supportively; positive – “can do” attitude; systems & processes focus – figure out how to create effective operations & organization from chaos.

WebsitePlease visit my website at: www.righthandman.t8s.comSelected samples of work performed for clients can be found on my website. These will provide insight into the type and quality of work performed. All materials are shared with the permission of the client.

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KEY ACCOMPLISHMENTS HANK TATEPROFESSIONAL PORTFOLIO 4

Analysis Created a methodology for performing a Business Health Assessment on a company to identify areas that are dysfunctional and opportunities for cutting costs, enhancing efficiency, and increasing profits. Applied process to two major legal firms to identify opportunities to save an average of $500,000 per year in operational cost.

Software Development

Project manager, lead programmer, designed user interface, developed training workshops, and presented training for Lotus Notes program that saved more than twenty-five Fortune 1000 clients of Deloitte & Touché over 10% of the implementation costs for SAP. Estimated aggregate customer savings over $30,000,000.

Change Management

Developed documentation, training materials, and presented workshops to Fortune 1000 companies covering the implementation and use of Lotus Notes program developed for Fortune 1000 clients of Deloitte & Touché.

Information Management

Collaborated with leadership of largest home builder in U.S. to identify opportunities to use technology to save money. Up sold initial $30,000 contract to a $300,000 contract within one week. Created and programmed solution for translating printed Employee Manual into an electronic web-based version that saved over $250,000 per year in printing, distribution, and updating expenses.

Follow through Hired as programmer for rollout of network upgrade for all regional offices of largest video rental in the world. Became assistant project manager within 3 days. Learned all details of network and server builds. Solely saved project schedule when company staff failed to follow through by personally working all night to complete server build and deliver to airport by 6 AM to meet 10:00 AM installation deadline.

Operations Solely designed infrastructure, amenities, legal documents, and marketing program for five country subdivisions totaling 1,100 acres with final developed value in excess of $16 million. Directed development staff.

Marketing Designed new website and online marketing program for water treatment equipment company that produced more prospects in the first 30 days than the company had in the previous 4 years under the prior system.

Communication Designed partnership package describing details for oil and gas drilling exploration project that over-subscribed the $1.6 million investment in less than three months.

Problem Solving Designed and built creative engineering solution for a road crossing with quicksand at the bottom of a gully. Saved 75% on cost. Recognized for creative excellence by Harris County Engineering Department. Crossing still in use more than 25 years

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5Key Accomplishments

later with no significant repairs.Planning Developed business plan and financials for biotechnology

company. Produced a value analysis that increased investor’s perceived value more than 300% of original company expectations.

Learning With two days notice, less than one day of preparation, and using new materials, presented “Principles and Practices of Project Management” to Fortune 500 company. Received excellent ratings. First of many Project Management workshops.

Public Speaking Developed and presented over 250 educational workshops with attendance of more than 25,000. Including teaching “Principles of Project Management” to Fortune 1000 companies. Numerous keynote presentations at conventions around the nation. Over 40 radio and TV interviews.

Software Development

Managed software project and co-wrote program for largest Toyota distributor in U.S. that improved contract processing from 30 days to 3 days and saved $1,000,000 per year in accounts receivable.

Operations Developed all operations systems and processes for non-profit youth sports program serving over 200 students. Created a membership management data base, forms, and process documentation for staff training. Wrote newsletter and marketing materials. Systems and materials still in use more than 15 years later.

Analysis After only 3 months of Lotus Notes programming, was able to analyze corrupted database used to run reporting and billing for all company projects. Manually rebuilt database and recovered all data within 36 hours – with no backup available.

Planning Developed Business Plan and Financial package for startup biomedical company which produced $1.2 million first round funding in less than 6 months.

Analysis For Biotechnology company, was sole technology interface with scientist at A&M University to learn science of bioluminescence expression from Vibrio Fibri bacterium and analyze opportunities for commercial applications of the technology in medicine and industry.

Facility Design Re-designed space planning and functional design for new community clubs built by major subdivision developer. Cut staff requirements in new facilities by 60% while improving efficiency of operations compared to original club designs.

Learning After one night of self-study on surveying, ran 2 mile loop through rough brush with manual transit and 100' tape to layout main subdivision roads and locate site landmarks. Closed loop within twenty feet.

Education Co-founder and past President of South East Texas Home School

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6Key Accomplishments

Association, an educational non-profit serving over 5,000 families per year. Created and co-managed for more than 13 years an annual educational conference with more than 100 workshops and attendance of 2,500.

Teaching Founded the Educational Support Foundation, a non-profit educational organization in 1985. Vehicle through which have presented over 250 workshops on homeschooling to families around the United States. Referred to as the “Grandfather of homeschooling in Houston” because of 24+ years leadership in the homeschool community and the many thousands of families that have attended the “How to Homeschool Successfully” beginner workshops at the Gulf Coast Home Education Conference since 1987.

Teaching Taught over a dozen “Homeschooling: Is It Valid?” workshops to public school officials and school districts, including two international conventions of the International Association of Pupil Personnel Workers. A major national homeschool organization says no other homeschooling leader has pursued building similar bridges of understanding with public educators.

Author “Homeschooling: Is It Valid?” published in the professional journal of the International Association of Pupil Personnel Workers.

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ACCOLADES HANK TATEPROFESSIONAL PORTFOLIO 7

“Hank Tate is the epitome of the number two man. He was my Right Hand Man. His exceptionally thorough research and analysis made decision making easy. He performed everything with excellence! I trusted him enough to leave the company completely in his hands for three months a year.”

Jack Frey, Owner & PresidentJack Frey Properties

1977-1985 VICE PRESIDENT: With no previous experience, Hank Tate designed almost all aspects of five subdivisions: land planning, utilities distribution, drainage engineering, road design, recreation facilities, deed restrictions, contracts, marketing materials, and image design.

“I think he does almost everything” (when asked what Hank Tate did for RENEW)

“Do you need expertise in some area? Give the assignment to Hank. He will become an expert in minimal time. I've seen it a number of times. He combines a super intellect with a vast capacity for learning, and a great desire to accomplish the task in an excellent manner. And then he can communicate with other experts, or break it down into simple terms where the layman can understand. - He’s the only person I recommend for helping companies produce Business Plans and Financial Proformas.”

Ron Shelby, CPAformer CFO of RENEW DEVELOPMENT INTERNATIONAL

“I value and admire Hank's thoroughness in researching and internalizing totally foreign and often extremely technical subject areas. He is fearless, relentless and mostly flawless in attacking projects with the intent of providing complete/usable analysis and recommendations."

Andy Dekaney, CEOformer President of RENEW Development International

1987-1988 VP of PROJECT DEVELOPMENT: Hank Tate established office operations, purchased all office equipment, researched technology, primary scientific interface, translated all technical materials into layman’s language, produced Business Plan.

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8Accolades

“Hank walks the talk! I trust him completely. He does what he says – even when it costs him, and he does it incredibly well. He made me look VERY good as the founder and President of the company. Hank is an extremely competent person with excellent communication skills. His attention to details, creativity, and unwavering integrity were critical elements while he served as my right hand man managing a multi-million dollar public company”

Dr. Bob Bohannon, Founder & PresidentONASCO, Inc. (AIDS related Public biotech company)

1991-1992 VICE PRESIDENT & DIRECTOR: Hank Tate served as RIGHT HAND MAN to the founder. Almost solely developed 5-year Business Plan and Financials that increased the initial perceived value of the company by investors to 300% of original estimates. Assisted with establishment of corporate operations.

“Hank’s like a concierge on steroids. He can accomplish almost anything I throw at him. He’s very intelligent and creative. He makes things happen by creatively solving complex problems – even when he’s never done it before. In one emergency, someone corrupted a mission critical database – and with no one available to fix it – Hank jumped in working around the clock to fix it, 36 hours later the database was back in production. Based upon my working experience with Hank, I knew he'd take care of the problem, even though he had only limited technical experience dealing with problems of this type. To this day, I regularly meet with, and hire Hank for his creative abilities.”

Mark Reed, Founder & Presidentxnet, inc.

1994-1996 CONTRACT SOFTWARE DEVELOPMENT MANAGER: Hank Tate redesigned all user interfaces, established & implemented quality assurance, created all documentation and training. Became Product/Project Manager and Lead Programmer for major project involving multiple Fortune 1000 companies.

1996-present Still provide “Right Hand Man” support services through a wide variety of endeavors. Serve as the “ad-hoc” Board of Directors and Business Coach to assess and plan personal and business direction and growth.

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9Accolades

“Hank ‘saved our bacon’ on a project rolling out new network servers to all regional offices in North America for a multi-billion dollar international entertainment company. He was hired to do Lotus Notes programming, but quickly became my right hand man – the acting assistant project manager. He taught himself how to do everyone’s jobs and one night when the company's staff failed to follow through and finish a critical server that had to be in Canada by the next day he saved the project. Without being asked, Hank stayed all night and worked 26 hours straight to complete the construction, configuration, packing, and delivery to the airport by himself. Only because of his commitment, the server arrived on time for the installation crew enabling the project to stay on schedule. It's extremely rare to find someone like Hank who will take such initiative to insure success of a project.”

Steve Borsch, Project ManagerIBM

1998 CONSULTANT: Hank Tate provided project management assistance to Project Manager handling all aspects of building, configuring, and shipping racks of new NT Servers to all Blockbuster regional offices in the United States.

"Hank is someone I feel comfortable introducing to my clients. I can trust his integrity and his practical wisdom. Also, his real-world experience is invaluable with my clients. I have called on Hank when I was facing a challenge and within 48 hours he was with a client, providing the assistance that they needed. He understands what makes a business work and how to get things done."

Ray Sheen, President & FounderProduct & Process Innovation, Inc.

1999-2000 PROJECT MANAGEMENT TRAINER: Hank Tate taught workshops on the Principles and Practice of Project Management to teams from a number of Fortune 1000 companies. Overwhelming ratings of "Excellent" from attendees.

“On a scale of 1 to 10, the quality of his work is a 12.”

Charles Calderwood, Owner & PresidentCalderwood Solutions

2001-2002 CONSULTANT: Hank Tate created a marketing system and all materials for performing a “Business Health Assessment” of legal firms and analyzing areas for operational improvement. Created a five-year proforma for expansion into national market.

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10Accolades

“When Hank does financial proformas no one can question the numbers. The Synogy Financial Proforma Program that he developed is so complete, easy to follow, and addresses the details so well that the only thing that can be questioned is the assumptions. And he makes the company analyze assumptions in small enough detail that there’s nothing left to question.”

Tom Maples, CFOInstitutional Investors Consulting Corporation

2001-2001: Hank Tate produced the Business Plan and Financial Package for NuStem Technologies, a biomedical company that became IICC’s “crown jewel” project.

“Successful Leadership in Business is realizing that you MUST surround yourself with people who provide support to you with excellent skills sets that you might not have. People who truly care about your success and are committed to faithfulness and excellence to help you achieve it. Hank Tate is my Right Hand Man. He is my personal business consultant who I constantly seek out for his wide expertise as I face critical decisions in multiple arenas. His insight and analytical perspective always helps me make wiser decisions.”

Elizabeth A Walter, VP of Business DevelopmentNuStem Technologies

2000-2003: Hank Tate provided NuStem with strategic and financial planning services. Created the Business Plan and Financial Package. Was involved in a number of investor presentations.

"As a consultant, we found Mr. Hank Tate's services invaluable. His amiable nature and winning personality were added bonuses that made working with him a true pleasure!"

Jo Beth Harris, DirectorHouston Independent School District - Virtual School Department

2002-2003: Hank Tate provided market development consulting to assist HISD's Virtual School to expand into a new market. Directed market research, development of marketing materials, creation of booth for conventions, and initiation of strategic contacts. Provided quality analysis on a variety of courses.

In a Word " OUTSTANDING". Hank's attention to detail and exhaustive research into our industry, has given my partner and myself a definitive leg up in raising the capital required for a successful launch. I continue to seek his council, and will gladly recommend him to anyone interested in putting together a "World Class" Business plan.

Edward Schulenburg, PresidentPremier Publishing, LLC.

2003: Hank Tate developed a Business Plan and Synogy Financial Proforma Package equipping Premier Publishing to raise capital for the establishment of a national magazine showcasing farms and ranches.

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11Accolades

Hank Tate is a talent in his own right. He embraces a good challenge. Hank has proven himself as an incredible talent at creating detailed, professional business plans & projected financials. "He's the man". When he began working on developing a business plan for MiniCheck-OCR, Inc., he demonstrated an amazing attention to detail and professionalism. As an added bonus, I discovered that Hank has a strong background in software development, this knowledge has proven to be an invaluable asset to the company. According to Bo Yan at Expervision, the software specifications Hank created "were the best I have ever seen". As a graphic artist, Hank has displayed an amazing talent. To this day, Hank continues to be a valued advisor and confidant to the company.

Bruce Brenner, Founder & PresidentMiniCheck-OCR

2004-present: Hank Tate initially provided consulting services to develop a complete business plan and financial package for providing automated electronic clearing of checks. His understanding of technology and value in developing detailed software specifications for the product led to position as Chief Technology Officer.

If I had to choose one word to describe Hank's attributes it would be "thorough". It did not matter what was asked of him he immediately went to work and did whatever it took to complete the project. It was done efficiently and thoroughly. He was an asset to us in every way.

Randy Hart, PresidentGeotek Industrial Distributors

2005: Hank Tate served as Director of Financial Development. Developed systems for all client agreements and investments: all legal documents, agreements, financial analysis, and presentation packages. Also developed new Internet marketing program that produced more prospects in one month than had been produced in previous four years.

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SYNOGY HANK TATEPROFESSIONAL PORTFOLIO 12

SYNOGY, Houston, Texas 1985-presentPresident & Founder - Personally founded in 1985 an independent consulting and business development company focusing on building quality and excellence in products and business reputation through strategic planning, professional business development, and corporate information management. Specializes in troubleshooting business problem areas, and analyzing business operational plans for starting or expanding businesses. Develops high-quality business plans and financial proformas. Assists in developing effective systems and processes to facilitate company growth and insure consistent high quality in all products and customer relationships. Directs strategic Internet use and develops corporate websites. In addition to client services, also involved as a principal with numerous startups.

Strategic Business Planning: Directs strategic planning. Have written, and produced high-quality professional business plans, financial proformas and investor presentations for numerous businesses seeking capital investments and loans. Designs aesthetically pleasing high-quality formats and graphic presentations. The quality of Synogy business plans has been recognized repeatedly as being in the top 5% of business plans seen by investors.

Chief Experience Officer (CXO) Focus: Assist leaders to analyze and create excellent relationship experiences with all employees, vendors, and customers to provide a firm foundation for long-term business success.

Business Health Assessment: Originated a system for collecting and analyzing information on all functional areas of a company’s operation to provide investors with Due Diligence information that reflected the true health of the company. Expanded the system into a methodology which can be used for assessing the operational health of each functional area in any company. Provided Business Health Assessment for two major legal firms in Houston, Texas. Further development of the system is on-going, including plans for translating the Business Health Assessment into a web-based tool.

Performance Enhancement: Analyze business operational systems to identify opportunities and methods for improving efficiency of business processes. Strong focus on the application of computer and electronic technology to automate recurring processes. Innovative creation of databases, standardized forms, checklists, and documentation to create functional business systems which can be used by untrained personnel to achieve consistent quality.

Synogy Financial Planning Program: Created a proprietary Excel template system for enabling the rapid development of detailed financial proformas and financial modeling of complex projects. Recognized by many in the investment community for its power, effectiveness, and understandability.

Strategic Technology Application: Experience in identifying business functional areas where computerization and technology can lower costs and increase profitability. Served as CIO / CTO for a variety of small companies.

Project Management: Experience in planning and implementing a wide variety of projects in multiple business arenas. Taught Principles & Practices of Project Management to numerous Fortune 500 teams, including: GE-Mexico, GE Capital, Thomson Media, BJ Services, Wylie Laboratories-NASA, and U.S. Department of Energy. Exceptional ratings from students for presentation effectiveness, understandability, and humor. Provided project management leadership for a variety of client projects.

Market Development Consulting: Contract services to analyze market dynamics and identify methods for market growth. Created a new marketing concept, called Relationship Marketing, which uses workshops and retreats to build relationships with potential customers and provides many companies rapid market penetration with lower costs than traditional cold calling. Helped clients develop more effective product focus to achieve customer excitement.

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AREAS OF ACHIEVEMENT HANK TATEPROFESSIONAL PORTFOLIO 13

The following sections are created to provide an overview of selected accomplishments in specific Areas of Achievement. It is not possible to completely cover each area completely. Each selected skills area has been applied in some capacity in many projects beyond those shown. To keep the length of this Portfolio as short as possible most projects are shown under only one heading. Review of all Areas of Achievement combined will provide a good understand of most of my projects with a description of my experience across a broad spectrum.If you need a chronological listing of projects, please contact me.

Areas of AchievementThe following Areas of Achievement are included in the following pages:

OPERATIONS / PLANNINGThis Area of Achievement is by far the largest of the areas. Most projects and leadership positions fall under this category. Many of the projects or positions listed have also included Information Management since I strongly focus on using technology to create efficient business systems.

INFORMATION MANAGEMENTThis Area focuses on projects that have been solely Information Management projects. A full understanding of my experience in Information Management comes from review of this area along with Operations / Planning

CHANGE MANAGEMENT / TRAININGThough Change Management is a constant issue in creating new systems and processes and is reflected in some capacity under Information Management & Operations/Planning, this Area list only projects that focus only on the development and presentation of training workshops.

NOTE: Each of the Areas of Achievement above have been designed for presentation to a potential client that is interested in that specific area. To use a section in that manner, COPY the content of the entire section and paste it into a new blank Microsoft Word document. The formatting of the content will remain. The headers and footers for this Professional Portfolio will not be copied.

GRAPHICS & WEB DESIGNI think artistically! My minor in college was Art, and I have found that art skills have been used often in almost every company or project. I have created their logo and image materials for many of the companies I’ve worked with. This section presents selected art work that I have created. It is only a brief sampling and much of my design work can only be appreciated by reviewing Business Plans, Brochures,

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14Areas of Achievement

PowerPoint presentations, and websites that I have designed. Links to selected samples of these are provided.

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15OPERATIONS / PLANNING

Henry H. (Hank) Tate [email protected] www.righthandman.t8s.com

Right Hand Man, Chief Experience Officer (CXO), Operations Management & Development / Strategic Planning

Greatly enjoy turning vision into reality! Have been referred to as a “Vision Engineer” and “Right Hand Man” by numerous business leaders. Passion for analyzing business goals and creating or re-engineering effective operational systems, processes, and policies that empower employees to achieve consistent quality and “excited” customer experience. Recognized for creating Business & Financial Plans which clearly communicate the details of building all of the functional areas necessary to accomplish the goals of a project. Sample Business & Financial Plans available at: www.righthandman.t8s.com/clients.html

LEADERSHIP EXPERIENCE: President of environmental services company. VP of real estate development company. VP of Product Development for biotechnology company. VP and CIO for a second biotechnology company. CTO for financial services company. Director of Financial Development for wastewater equipment company. Interim COO for biomedical company. CIO for Merchant Bank. Extensive experience in startups.

PARTIAL LIST OF BUSINESSES SERVED: Thirty years of leadership and consulting services – IBM Global Services, GE Capital, GE Mexico, Bell Canada, Thompson Media, U.S. Department of Energy, Wylie Laboratories-NASA, BJ Services, Texas A&M University, Gulf States Toyota, Lotus, D.R. Horton, Texas Commerce Bank, Blockbuster, Organ Transport, Ward’s Natural Science, Houston Independent School District, Keystone National High School, UTEX Industries, and numerous small businesses.

ACCOMPLISHMENT HIGHLIGHTS:

Created methodology for performing a Business Health Assessment (BHA) on companies to identify dysfunctional areas and opportunities for cutting costs, enhancing efficiency, and increasing profits. Performed BHA on two major legal firms. Identified average savings of $500,000 per year.

Solely designed infrastructure, amenities, legal contracts, and marketing program for five country subdivisions totaling 1,100 acres with final developed value in excess of $16 million.

Designed and built a creative engineering solution for a road crossing a gully with a quicksand bottom. Saved 75% on cost. Recognized for creative excellence by Harris County Engineering Department. Road crossing still in daily use more than 25 years later with no significant repairs or erosion.

Designed partnership package describing details for oil and gas drilling exploration project that over-subscribed the $1.6 million investment in less than three months.

Lead technology interface for first business joint venture of Texas A&M University. Collaborative business analysis with university scientists to identify potential commercial applications of bioluminescent technology in medicine, diagnostics, and product fraud tracking.

Developed Business Plan and Financials for biotechnology company with retrovirus diagnostics and vaccines. Because of the plan, investors defined a value for the company that was 300% more than original company estimates.

Collaborated with leadership of largest home builder in U.S. to identify opportunities to use technology to improve efficiency. Created a solution for translating their printed Employee Manual into an electronic web-based version that saved over $250,000 per year in printing, distribution, and updating.

Co-founder and President of educational non-profit serving 7,000 families. Created and co-managed for 13 years an annual education conference. More than 100 workshops and attendance of 2,500.

Managed software project and co-wrote program for largest Toyota distributor that improved contract processing from 30 days to 3 days and saved $1,000,000 per year in accounts receivable.

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http://www.righthandman.t8s.com/clients.html

16Operations / Planning

PROFESSIONAL BACKGROUNDThe following describes a brief overview of professional background related to Operations & Planning.

A Professional Portfolio with details of companies served and services provided is available upon request.

Selected Positions as Executive and/or Principal

TRIUMVIRATE CAPITAL GROUP, Inc., Roanoke, Texas 2007-2008MYCOMMUNITYFYI.COM, Inc., Houston, Texas 2007-presentChief Information Officer - Merchant Bank focused on serving expanding and emerging businesses.

Designed an online automated system for managing all client deal flow and project tracking. Developed conceptual, operating, and financial plans for numerous startup companies. Created business plans and financial proforma packages for a variety of companies. Involved in developing plans for the expansion of MyCommunityFYI.com, a company establishing a national

network of community portals (owned by the principals of Triumvirate). Created financial proforma for MyCommunityFYI using Synogy Financial Planning Program

GEOTECH, Channelview, TX 2005Vice President of Financial Development, Chief Information Officer - Manufacturer of wastewater filter presses. Provides services to process industrial and municipal wastewater.

Developed a variety of complex legal contracts detailing service relationships with companies & cities. Created investment packages and agreements used to raise over $250,000 in investment capital. Reworked marketing program using the Internet and a redesigned website to increase prospects. Produced

more prospect queries in first 30 days than had previously produced in 4 years with existing website.

MINICHECK-OCR, Inc., Houston, Texas 2004-presentChief Technology Officer - Financial services company developing propriety hardware and software for processing checks using OCR and MICR to collect data for check verification and clearing. Developed detailed business plan and financial projections. Systems analysis to create required operational processes. Design of software specifications to implement systems. Created Software Specifications package that the software development company said was, “… the most detailed and complete specifications ever seen.”

IEXALT, Houston, TX 1999Vice President of Marketing - Startup national Internet Service Provider providing filtered access to the Internet. Applied over a year of previous personal research and business planning to accelerate business development. Provided financial planning for completing Initial Public Offering.

Initial development of plans for national marketing program Analysis and recommendations on development of business operational systems. Researched and initiated development of Customer Service department to provide national customer support

services through both call-in and online support services. Designed and implemented customer service policies and procedures Wrote FAQ documentation for online customer service Analyzed operations and finances of other ISPs being acquired Developed detailed 5-year operational financials for Initial Public Offering Produced financial analysis and projections for $3.6 million Private Placement.

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CALDERA / HYDRO3 CONTROL SYSTEMS, INC., Houston, Texas (Turnaround) 1991-1992President - Environmental services company manufacturing Ozone generators for water purification. Provided market development consulting for one year. Investors were pleased with the consulting work and asked for a personal analysis of the company’s operational shortcomings and opportunities for recovery. Following review of the report was asked by investors to become President of the company.As Consultant

Developed marketing plan for Hydro3 detailing methods for capturing attention in new markets Created graphic documents detailing equipment design, operations, and processes Provided investors with an assessment of the company’s health, areas needing improvement, and suggested

methods to improve the company’s operations and success.As President

Restructured operational systems and rebuilt staff morale. Directed patent process and completion of product design. Initiated testing program to validate all product design and claims for effectiveness Discovered that founder had been fraudulent with investors and had stolen the product design Used chemistry training to re-perform all effectiveness tests to prove previous tests had been doctored Joined investors in the creation of a new company to assume control of the technology. Continued in same

position to complete professional development of the product. Directed creation of new laboratory and operations facility Directed redesign of ozone production equipment by hiring national experts in ozone production in effort to

achieve production levels previously claimed Created installation and maintenance documentation

ONASCO, INC., Houston, Texas 1990-1991Vice President, Chief Information Officer, & Founding Director - Provided professional support for development of public biotechnology company with multiple vaccines and blood testing products. Founder identified a previously unknown AIDS-related virus and developed a diagnostic kit and vaccine for the virus.

Primary responsibility for development of professional business plan which increased initial investor valuation from $800,000 to $2,500,000

Developed expertise on a variety of testing technologies, AIDS, and vaccines. Translated technical specifications and descriptions into layman’s language

Created documentation for all biological and blood testing products

RENEW DEVELOPMENT INTERNATIONAL, INC., Houston, Texas 1987-1988Vice President of Project Development - Participated as co-founder and officer of start-up biotechnology research and development company which was focused on transferring bioluminescence technology from A&M University, College Station, Texas into the marketplace. The company negotiated the first joint-venture equity relationship with A&M.

Lead scientific interface with university scientists. Researched the technical background of the technology being developed and educated all staff and investors on the details of the technology. Translated all scientific information and data into layman’s language.

Developed operational procedures for new office Sole responsibility for research and purchase of all office furniture, equipment, and supplies Developed corporate image materials and produced all corporate presentations and information packages. Provided regular research and analysis of new business and product areas utilizing multiple information

sources including on-line database research.

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JACK FREY PROPERTIES, INC., Tomball, Texas 1977-1985Vice President - Creative director for residential community development company in suburban Houston. Solely designed the layout, infrastructure, and marketing materials for five high-end residential country subdivisions that grew in value from $2 million to over $16 million in five years. Directed completion of development.

Started with raw land plats and desiged all creative aspects of five residential communities; analyzed topography, geology, and ecology of the area; personally designed all lots, roads, easements and amenities.

Self-taught engineering planning and design methods. Planned and sized all utility distribution, roads, drainage, and water systems.

Self-taught surveying. Performed initial on-the-ground surveys of road and lot layouts to verify relationships with topographical features and other development features that impacted lot layout and usage.

Designed and directed construction of multi-purpose recreational facilities for each subdivision featuring tennis, playgrounds, recreation center, and swimming pools.

Directed design and construction of new 6,000 sq.ft. corporate offices. Originated the idea of building with a modular design to facilitate moving the offices at the end of the land lease. As designed, the offices were subsequently moved and reconstructed on another site with minimal impact to the facility’s integrity.

Personally recognized by Harris County Engineers for outstanding creative engineering design for building a road crossing over a gully with a quicksand bottom. Crossing still in use without repairs over 25 years later.

Sole responsibility for design of all image materials, publicity, marketing materials, logos, and signage. Developed all legal documents, contracts, and Deed Restrictions; including extensive work in the area of

Community Associations and their governing documents. Directed computerization of the company, including all research and system analysis along with management

of the system and some programming. Trained all company personnel on the use of the computer systems.

KICKERILLO COMPANY, Houston, Texas 1974-1977Director of Community Clubs - Established the operation of the first community recreation facility for a major regional real estate and subdivision developer. The club included a 4,000 sq.ft. community center, three swimming pools, playground, and six tennis courts. Directed the creation and staffing of additional centers for future subdivisions.

Established complete operations for major community club, including: creation of all operational procedures, hiring and training staff of 20, and initiation of all recreational programs

Applied research on recreation center development and analysis of operations to design new community clubs that could be built for less than 50% of original club cost and operate with 1/3 the staff.

SELECTED CONSULTING SERVICES

2003-2004 PREMIER PUBLISHING – HOUSTON, TX: Startup publisher of American Farm & Ranch, a national museum-quality magazine marketing high-end farms and ranches.

Translated vision for new publishing company into business plan Developed 5-year detailed operational financial plan using Synogy Financial Planning Program Provided business development counsel on developing operational systems Defined infrastructure of international real estate marketing website and architecture of internet based system for managing design approvals of page layouts

2003 WARD’S NATURAL SCIENCE – ROCHESTER, NY: Since 1862, over 140 years, WARD’S has been the leading supplier of the highest-quality science education materials.

Defined methodology for capturing market prominence in new market Identified to the company specific market niches needing product solutions Assisted in conceptual design and establishment of marketing methodology for new product line

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2003 KEYSTONE NATIONAL HIGH SCHOOL – BLOOMSBURG, PA: The leading provider of accredited distance learning programs for high school students. Since 1974, Keystone has served more than 185,000 students.

Analyzed and critiqued existing marketing methods and subject materials Defined methodology for capturing market prominence in new market Developed and implemented tour to meet market makers in Texas Recommended establishment of Advisory Board First Advisory Board member

2002-2003 ZSTEM – SAN ANTONIO, TX: Biomedical company established to acquire NuStem, a cord-blood banking company

Assisted investor group to pursue acquisition of NuStem Developed detailed 5-year operational financial plan using Synogy Financial Planning Program Assisted in updating business plan created by Synogy 2 years previously for NuStem Analyzed all existing Standard Operating Procedures and identified areas which were incomplete or needed redefining. Created interim plan for establishing business operational systems Worked with Investment Banker to translate operational financials into GAAP financials for investment package

2002 HOUSTON INDEPENDENT SCHOOL DISTRICT – HOUSTON, TX: Seventh largest school district in the United States

Marketing consulting to assist in expansion into new market - Increased market presence 300% Identified multiple opportunities to expand market contacts and develop strategic relationships Wrote a variety of marketing pieces for communicating to potential clients Analyzed and critiqued existing online courses. Identified numerous specific areas for correction or improvement and coordinated with developers to modify online materials Critiqued business operations and defined systems and processes for handling new students Directed development of new trade-show booth, including methods and materials for trade-show contacts and presentations Assisted in trade-show contacts and presentations for numerous conventions

2002 KAYLONE – HOUSTON, TX: Biomedical company established by co-founder of UT-Houston Medical School with multiple patents for cancer treatment.

Analyzed operations and growth opportunities to define strategic areas for growth and funding Created plan and time line for implementing strategic planning for five subsidiaries Created Trademarked corporate logos and identity materials

2002 SKL SERVICES – HOUSTON, TX: A national Internet Service Provider and e-Commerce development company.

Provided strategic business planning services Business coaching on analyzing, prioritizing, and implementing a variety of market opportunities

2001-2002 AMERIFUND CAPITAL GROUP – HOUSTON, TX: A holding company providing a variety of financial services, including: a NASD broker dealer, financial project development, and capital management.

Strategic planning consulting to develop plan for acquisition of Stock Brokerage company Raised demonstrated value of company from $1 million to $3 million Developed business plan for acquisition and company expansion into new business arenas Created detailed 5-year operational financial plans using Synogy Financial Planning Program Created corporate logo and all identity materials

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2001-2002 CALDERWOOD SOLUTIONS – HOUSTON, TX: Contract consulting to financial services company to assist in development of new division providing back-office services to legal firms.

Created methods and materials for marketing back-office services to legal firms Customized Synogy’s Business Health Assessment system and analyzed two major law firms. Implemented marketing program to close first potential client into a $500,000 per year contract Instituted all operational plans, questionnaires, data collection and review methodology, cost analysis, and reporting package Translated program, documents, interview techniques, and reports into a repetitive system and documentation that could be used by any salesperson Developed detailed 5-year financial plan for expanding Calderwood into multiple cities using Synogy Financial Planning Program Created corporate website

2001 ADVANCED BUSINESS SKILLS / CHASE BANK – HOUSTON, TX: Contract services assisting another consulting company to provide team building services to Chase Bank.

Modified Synogy Business Health Assessment tools for use in Chase Bank Created method for analyzing effectiveness of management leadership methods and staff relations

2001 MCREYNOLDS EQUIPMENT – GROVES, TX: 50-year old heavy equipment rental company serving the Gulf Coast.

Developed high-quality business profile package which convinced Link-Belt to pursue negotiations with McReynolds to become the regional sales associate for Link-Belt equipment. Created new company logo

2001 MARINASKY – LEAGUE CITY, TX: Spin-off of regional Internet Service Provider to establish a national wireless Internet interconnect company for marinas.

Invited as a founding Principle & Manager Translated business vision into business plan including development of detailed 5-year operational financial plans using Synogy Financial Planning Program Created company logo and image materials

2000 UTEX INDUSTRIES, INC. – HOUSTON, TX: 65-year old international leader in design, manufacturing, and distribution of mechanical seals and packing. Distributors in 50 countries.

Marketing consulting to analyze marketing methods and opportunities Assisted in developing plans for pursuing strategic marketing relationships

2000 ORGAN TRANSPORT – FRISCO, TX: Medical services company with method for transporting human organs for transplantation using a patented system that extends survival time from a normal 4 hour survival to survival of 12 to 17 hours.

Developed detailed 5-year operational financial proforma in less than 3 days using Synogy Financial Planning Program to facilitate emergency funding presentation

2000-2001 & 2003 NUSTEM – RENO, NV: Biomedical company established to create the world’s largest bank of genetically diverse stem cells collected from the umbilical cords of newborn babies. Dramatic advantages as a replacement for bone marrow transplants.

Strategic planning and business development consulting Expanded vision from $1.5 million company to $25 million company Created detailed professional business plan articulating the technology, business processes, and advantages in easily understood layman’s terminology Developed detailed 5-year financial projections using Synogy Financial Planning Program Assisted in presentations to investors Follow-up services in 2001 and 2003 to update financial proforma and business plan

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2000 IGENT – HOUSTON, TX: Technology company providing development of automated financial management systems.

Strategic planning and business development consulting Created detailed professional business plan articulating IT services

1997 BLUE CREEK FOUNDRY – EL CAMPO, TX: Regional foundry providing custom sand-mold design and castings for a variety of industries.

Business Health Analysis consulting to identify opportunities to improve operations and profitability Identified need to upgrade finish department lighting, equipment, and training resulting in dramatic drop in rejects Hired as long-term business coach to provide analysis and decision support

1996 AMERICO – WEST PALM BEACH, FL: Spin-off services developed by MJ Whitman securities brokers to leverage strategic market information into private investment vehicles.

Developed marketing materials and investment package for international limited partnership investment program in the Real Estate Mortgage Investment Conduit securities that are issued by several US Government federally chartered agencies (Fannie Mae, Freddie Mac, and Ginnie Mae) Created business plan for the establishment of an online international bank located in the British Virgin Islands created to provide superior returns while maintaining a high degree of relative safety of investor’s funds through investment in US Government security instruments. Created company logo and image materials

1996 MARKETING MANAGEMENT INTERNATIONAL – SINGAPORE: International marketing company representing a variety of products throughout Asia.

Consulting services in Singapore to analyze a number of business development opportunities Developed conceptual plans and presentation package for patented commercial fire extinguisher Created PowerPoint presentation describing jobs creation program for Philippine government

1994 LETOURNEAU UNIVERSITY – LONGVIEW, TX: Consistently ranked as one of "America's Best Colleges" by U.S. News and World Report. Strong engineering, sciences, and business programs for 3,300 students.

Developed marketing program detailing opportunities to implement distance learning programs in untapped markets.

1994 HOUSTON BAPTIST UNIVERSITY – HOUSTON, TX: Founded in 1960 with a culturally diverse student body of 2,600 students including graduate and undergraduate students.

Developed marketing program detailing opportunities to implement distance learning programs Created detailed conceptual plan for national education convention to be hosted by HBU

1994 OFFSHORE ENERGY DEVELOPMENT CORPORATION – THE WOODLANDS, TX: Oil and gas pipeline company developing transmission pipelines in Texas, Louisiana, and Alabama.

Translated corporate documents, maps, and pipeline logs into PowerPoint presentation and graphic presentation posters

1994 WORLDWIDE PETROMOLY CORPORATION – HOUSTON, TX: International company providing proprietary lubricants with proven abilities to extend engine life and reduce emissions.

Analysis of existing company communications and marketing materials. Directed program to improve marketing and collateral materials. Developed business plan which enabled company to complete a $4 million merger

1994 ON-SITE MEDWASTE – HOUSTON, TX: Medical services company providing proprietary equipment and treatment process for grinding hospital waste and rendering it biologically safe to facilitate legal disposal in landfills.

Developed business plan and financials for raising expansion capital.

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1994 LORSEN INTERNATIONAL – SINGAPORE: International business development company headquartered in Singapore.

Consulting contract in Singapore to help company evaluate business investments and acquisitions

1991 ICEMAN – HOUSTON, TX: Manufacturer of machines that automatically make and bag ice for grocery and convenience stores.

Assisted in selection of manufacturer and definition of manufacturing processes Strategic planning and market research to develop business plan and financial projections

1991 HCYA SPORTS DAY PROGRAM – HOUSTON, TX: Student sports program serving over 250 students.

Established operating procedures, documents, training, and database for managing largest non-competitive sports program in United States for homeschoolers. All procedures and documents still in use after more than 15 years.

1990 DRIVER OIL & GAS – GIDDINGS, TX: Oil and gas exploration company drilling horizontal wells in central Texas.

Developed Private Placement Memorandum investment package and business plan for an oil well drilling partnership Translated area maps into graphics demonstrating well characteristics and coverage Created graphics and documentation explaining horizontal drilling technology

1990 JACK FREY PROPERTIES – TOMBALL, TX: Real estate development and investment company. Produced Private Placement Memorandum investment packages for land investment partnerships Translated area maps into graphics showing property details & future highway development

1990 PHILIPPINES INTERNATIONAL MEDICAL CENTER: Economic development group planning major medical and real estate development in the Philippines.

Produced conceptual plan for an International Medical Center and major planned real estate development project. Presented to Philippine government officials. Created graphics showing general development concept

1990 DIAGNOSTIC TECHNOLOGIES – HOUSTON, TX: Medical services company expanding cancer diagnostics and treatment centers throughout the Gulf Coast.

Created business plan and financial projections for raising expansion capital

1990 COMMUNICATION SERVICES INTERNATIONAL – HOUSTON, TX: National political action communications network plan developed for national educational support organization

Conceptualized idea and presented detailed operational plan for development of a national communications network using automated fax delivery Developed graphic workflow process charts of communication network

1989 AGGIE EXPRESS COUPON BOOK – COLLEGE STATION, TX: Fund raising coupon book company.

Created all operational systems for a discount coupon book Created all graphic designs for logo, image materials, coupons, and advertising Developed effective method for collecting coupon data from companies and creating individual coupon sheets for coupon book

1989 HULLABALOO SPORTS – COLLEGE STATION, TX: Custom sports wear and screen printing company.

Analyzed operations and financial management of custom sports wear store Developed processes and forms for improving operations and sales management

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Assisted in manufacturing custom screen printed t-shirts, including: graphic design, photo production of screens, and screen printing

Over 30 years of executive leadership and consulting has produced accomplishments too numerous to list here. A Professional Portfolio is available on request that describes detailed information on companies, positions, clients, and accomplishments. http://www.righthandman.t8s.com/DL/HankTate_Portfolio.pdf

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24INFORMATION MANAGEMENT


Information Management / Systems Analysis

Over twenty five years experience in applying technology to accomplish business goals. Self-taught programming skills in a variety of programming and database languages for the purpose of improving efficiency in business systems. Have directed software development projects and been lead programmer. The combination of executive leadership and hands-on programming provide a unique ability to translate between the needs of upper management and the challenges of the development team. Understand the opportunities to use the Internet to maximize business outreach and operational effectiveness. Hands-on experience in website development, hand coding in HTML & CSS, and Search Engine Optimization.


PARTIAL LIST OF BUSINESSES SERVED: Thirty years of leadership and consulting services – IBM Global Services, GE Capital, GE Mexico, Bell Canada, Thompson Media, U.S. Department of Energy, Wylie Laboratories-NASA, BJ Services, Texas A&M University, Gulf States Toyota, Lotus, D.R. Horton, Texas Commerce Bank, Blockbuster, Organ Transport, Ward’s Natural Science, Houston Independent School District, Keystone National High School, UTEX Industries, and numerous small businesses.


Project manager, lead programmer, designed user interface, developed training workshops, and presented training for Lotus Notes program that saved over twenty-five Fortune 1000 clients of Deloitte & Touché more than 10% of the implementation costs of SAP. Estimated aggregate customer savings over $30,000,000.

Collaborated with leadership of largest home builder in U.S. to identify opportunities to use technology to save money. Up sold initial $30,000 contract to a $300,000 contract within one week. Created and programmed a solution for translating the printed Employee Manual into an electronic web-based version that saved over $250,000 per year in printing, distribution, and updating expenses.

Hired as programmer for rollout of network upgrade for all regional offices of largest video rental in the world. Became assistant project manager within 3 days. Learned all details of network and server builds. Solely saved project schedule when company staff failed to follow through by personally working all night to complete server build and deliver to airport by 6 AM to meet 10:00 AM installation deadline.

Designed new website and online marketing program for water treatment equipment company that produced more prospects in the first 30 days than the company had in the previous 4 years using the prior marketing system.

Managed software project and co-wrote program for largest Toyota distributor that improved contract processing from 30 days to 3 days and saved $1,000,000 per year in accounts receivable.

After only 3 months of Lotus Notes programming was able to analyze corrupted database used to run all company project reporting and billing. Manually rebuilt database and recovered all data within 36 hours – with no backup available.

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25Information Management

PROFESSIONAL BACKGROUNDThe following describes a brief overview of professional background related to Information Management.A Professional Portfolio with details of companies served and services provided is available upon request.


TRIUMVIRATE CAPITAL GROUP, Inc., Roanoke, Texas 2007-2008MYCOMMUNITYFYI.COM, Inc., Houston, Texas 2007-presentChief Information Officer - Merchant Bank focused on serving expanding and emerging businesses.

Designed an online automated system for managing all client deal flow and project tracking. Established methods for data management and backup. Assisted in conceptual design of Internet community portals program for MyCommunityFYI.com

GEOTECH, Channelview, TX 2005Vice President of Financial Development, Chief Information Officer - Manufacturer of wastewater filter presses. Provides services to process industrial and municipal wastewater.

Managed network and data management processes Re-created website to effectively communicate the business of the company. Website produced more

prospects in first 30 days than the company had in the previous 4 years under the prior system

MINICHECK-OCR, Inc., Houston, Texas 2004-presentChief Technology Officer - Financial services company developing propriety hardware and software for processing checks using OCR and MICR to collect data for check verification and clearing. Developed detailed business plan and financial projections. Systems analysis to create required operational processes.

Design of software specifications to implement systems. Created Software Specifications package that the software development company said was, “… the most detailed and complete specifications ever seen.”

GREENSHIELD TECHNOLOGIES, Singapore 2004Chief Information Officer & Principal - Technology development company focused on commercializing LED lights for wide area lighting. Designed systems for increasing lumens produced with lower heat. Developed LED street lights and replacement commercial lighting fixtures.

Developed systems and policies for network management and security Created processes for capturing and archiving records of R&D progress for historical records and intellectual

property protection. Established methods for international communication

JACK FREY PROPERTIES, INC., Tomball, Texas 1977-1985Vice President - Creative director for residential community development company in suburban Houston. Solely designed the layout, infrastructure, and marketing materials for five high-end residential country subdivisions that grew in value from $2 million to over $16 million in five years. Directed completion of development.

Directed computerization of the company, including all research and system analysis. Implemented and managed multi-user CPM system. Learned Assembly Language programming and database programming. Assisted outside consultant in customization & migration of manual financial systems to electronic system. Trained all company personnel on the use of the computer systems.

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2005 INFORMATION SYSTEMS MANAGEMENT SOLUTIONS – REDLANDS, CA: Technology company focused on convergence of voice and data over large scale networks using fiber-optics and wireless technology.

Developed staff communication and reporting systems. Produced multi-million dollar project proposals for implementation of broadband and wireless communications in a number of California cities. Implemented and customized multi-user QuickBooks Pro Website development

2003-2004 1BODY – HOUSTON, TX: Web development company specializing in dynamic Lotus Domino database driven church websites with a private members section that automates church communications and operations.

Collaboration on website infrastructure design Quality testing and troubleshooting of site design and automated processes Served as CSS Specialist. Defined content appearance using standards compliant CSS styles definitions, creating CSS shorthand definitions for code optimization, and establishing site-wide stylesheet designs. Assisted in development of documentation and optimization of graphic images for website

2001 STIFFEL-SCHWAB BUILDERS – HOUSTON, TX: High-end residential remodeling company. Created automated bid package template using MS Word with macros and field codes to automatically calculate a multitude of remodeling details into accurate table of services and costs Enabled rapid production of high-quality, standardized remodeling pricing proposals which were easily understood by potential clients Template method dramatically improved perception of excellence and improved turn-around on proposals over 800% Installed and implemented QuickBooks Pro Created systems for data management and backup

1998 IBM / D.R. HORTON – ARLINGTON, TX: D.R. Horton is one of the largest homebuilders in the United States with 47 operating divisions in 23 states. The company generated $3.7 billion in revenue in 2000. Provided contract services to the corporate headquarters IT department as an Executive Consultant for IBM. Selected for experience as both an experienced executive and software developer and ability to communicate effectively at both levels.

Analyzed operations to identify opportunities for implementing Lotus Notes to improve efficiency Up-sold work-flow automation services expanding original $30,000 contract to $300,000. Translated paper Employee Manual into online Employee Manual using Lotus Notes Enabled company to update manual to all employees in the nation over night Saved more than $250,000 per year in publication costs Produced online management system for all corporate graphic files and graphic policies

1998 IBM / BLOCKBUSTER – LEWISVILLE, TX: Blockbuster Inc. is one of the world's leading providers of videos, DVDs and video games, with worldwide revenues topping $5.5 billion in 2002.

Initially hired to manage migration of Lotus Notes mail server Became acting Assistant Project Manager for roll-out of new server systems to all regional offices Analyzed all systems development processes of the rollout. Documented system construction and configuration and personally built and configured NT server racks. Personally assumed responsibility to complete construction of a server system for critical overnight delivery when regular staff failed to complete construction before end of day. Solely

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worked a 26-hour day completing construction, packaging, and delivery to air cargo company to meet installation schedule the following day.

1997 TEXAS COMMERCE BANK – HOUSTON, TX: Second largest bank in Texas. Major user of Lotus Notes for workflow automation and internal communication.

Created Lotus Notes program for automating process of reporting IT system operation statistics. Pioneered method for automating the collection of data from Excel spreadsheets into a Lotus Notes application that dynamically produced custom formatted reports using the “Print to Rich Text Field” method that was largely undocumented.

Researched methods for data migration and developed process to import existing data into Lotus Notes

1994–1996 XNET – HOUSTON, TX: Computer consulting company. IBM Preferred Business Partner, Lotus Business Partner, major focus on Lotus Notes development services for workflow automation.

Originally hired to develop user interface, documentation, and training for Lotus Notes application for managing SAP implementation in a multitude of Deloitte & Touché clients Self-taught Lotus Notes (ver. 3 & 4) programming and developed a variety of templates to automate operations and software development within the company Developed and implemented Quality Assurance methodology to test coding and operations of all new software projects Within 3 months became Project Manager and lead Lotus Notes developer on the SAP application Because of personal commitment to internal documentation and building reusable code, was chosen by management to train all new Lotus Notes programmers Developed databases to collect, document, and manage reusable code along with methods for leveraging the code into multiple applications Created multiple application templates that collected “best of breed” code, standardized user interfaces, and dynamic variables into generic templates that enabled creation of customer applications in 10% of previous time requirements Took sole responsibility to rescue and restore company’s key client and work report database in 36 hours straight after it was accidentally corrupted by another programmer. Entailed analysis of coding and work-flow processes developed by other programmers without internal documentation. Required manually rebuilding multiple database tables and indexes. Project manager and programmer for project to automate document management for Gulf States Toyota, the largest Toyota dealership in US. Cut work flow process from 30 days to 3 days and saved over $1,000,000 per year in accounts receivable System analysis, design, project management, and sole programmer to create call management and service order tracking system for GTX Technologies. Created and managed production of all image materials – business cards, stationery. Designed database to manage all electronic image files for the company, including graphic components used regularly in customer application design.

1991 GENERAL BUSINESS MACHINES – HOUSTON, TX: Computer consulting and software development.

Created documentation and training materials for implementation of automated pizza order and delivery system developed for a national chain of pizza stores. Produced and edited photographs demonstrating all stages of installation and operations Created line art graphics of system design, network wiring, and flow-charts of operations Invented inexpensive tool for validating integrity of network connections within the system

1991 ELITE RENTALS – BAYTOWN, TX: Heavy equipment rental company. Installed new computer system and financial management program

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1987 STRONG’S GYM – HOUSTON, TX: Exercise gym and fitness center. Developed automated billing service for professional gym using MICR printer for creating automatic monthly bank drafts Researched database applications for Macintosh computers to identify appropriate tool for developing application - Self-taught Dataflex and Omnis3 Purchased and installed computer system and MICR printer. Implemented program.

TECHNICAL EXPERIENCE & EXPERTISE:

Project Design & Leadership: Systems analysis, design, programming, and project management of database and workflow-process systems to create systems that improve operations and lower cost. Have worked with and directed multi-disciplinary teams to create technology solutions to meet complex business goals.

Operating Systems: Hands-on management and support experience with a variety of personal computer operating systems: DOS, CPM (including multi-user network), Macintosh Plus through OS 10, Windows 3.1 through XP. Some experience with Vista. Experience configuring Windows NT servers.

Microsoft Office: Software expert in all Microsoft Office productivity software. Have taught numerous workshops and provided hands-on support for all MS Office products. Created many macros and VB Scripts for automating Word and Excel. Produced a variety of PowerPoint presentations including building highly complex animated slides. Samples of Word, Excel, and PowerPoint projects at: www.righthandman.t8s.com/clients.html

Synogy Financial Planning Program: Created proprietary Excel template system for enabling the rapid development of detailed dynamic financial proformas and financial modeling for complex projects in a brief period of time. Over 200,000 cells and 1,500 hours cumulative development, enhancement, and customization. Recognized by many in the investment and financing arena for its power, effectiveness, and understandability. Samples at: www.righthandman.t8s.com/clients.html

Database Development: Have developed a variety of databases using Filemaker Pro, Lotus Notes, Microsoft Access, Lotus Approach, FoxPro, DataFlex, and Omnis 3. Developed multiple projects as sole designer and programmer. Directed development team for major multi-client project for Deloitte & Touche.

Computer Hardware: Built many PC servers and workstations from scratch. Installed multiple computer peer-to-peer networks.

Graphic Design Expert: Macromedia Freehand (ver. 1-MX), Adobe Illustrator (ver 1-CS2), Adobe Acrobat (ver. 1-8). Designed innumerable projects using Adobe Photoshop, Adobe Photoshop Elements, Macromedia Fireworks, PaintShop Pro, Avery Design Pro, Avery Label Pro, and Macromedia Fontographer. Samples of graphic designs at: www.righthandman.t8s.com/clients.html

Internet & e-Commerce: Design and implement internet based business systems, manage planning and development process for e-Commerce systems, internet communications, and internet security. Internet Explorer (ver. 3-7), Firefox (ver. 1-2), Netscape (ver. 4-7), Opera (ver. 6-9), Microsoft Outlook, Microsoft Outlook Express, Microsoft FrontPage, and Macromedia Dreamweaver. Experienced at hand coding HTML and considered highly skilled on CSS.

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http://www.righthandman.t8s.com/DL/HankTate_Portfolio.pdf

30CHANGE MANAGEMENT / TRAINING


Change Management / Training / Public SpeakingThe only thing constant in business is change! Over thirty years experience in managing the process of change to insure that new systems and processes are implemented effectively. Identify impact of business changes on all stake holders. Design team building programs, materials, and training methods to facilitate effective implementation of new systems. Emphasize involvement of all stakeholders in the project definition and development to insure buy-in at all levels during implementation. Widely recognized skills in translating highly technical information into documentation and training programs which can be understood by almost anyone. Highly experienced, energetic and entertaining public speaker and trainer.


PARTIAL LIST OF BUSINESSES SERVED: Thirty years of leadership and consulting services – IBM Global Services, GE Capital, GE Mexico, Motorola, Bell Canada, Thompson Media, U.S. Department of Energy, Wylie Laboratories-NASA, BJ Services, Texas A&M University, Gulf States Toyota, Lotus, D.R. Horton, Texas Commerce Bank, Blockbuster, Organ Transport, Ward’s Natural Science, Houston Independent School District, Keystone National High School, UTEX Industries, and numerous small businesses.


Developed documentation, training materials, and presented workshops to Fortune 1000 companies covering the implementation and use of Lotus Notes program developed for clients of Deloitte & Touché.

With two days notice, and less than one day of preparation using new materials, presented “Principles and Practices of Project Management” to Fortune 500 company. Received excellent ratings. First of many.

Taught “Principles of Project Management” to numerous Fortune 1000 companies. Developed and presented over 250 educational workshops with attendance of more than 25,000. Numerous

keynote presentations at conventions around the nation. Over 40 radio and TV interviews. Certified instructor for: Effective Team Building, Developing Your People Skills, and Professional

Leadership Development. Co-founder and President of educational non-profit serving over 7,000 families per year. Created and co-

managed for 13 years an annual education conference with more than 100 workshops and attendance of 2,500. Have presented multiple workshops and key note addresses since 1987 with highest speaker ratings in the conference. Some attendees return multiple years to repeat my workshops.

Translated highly technical scientific information for two biotechnology companies into a variety of materials to educate internal staff and the public about company products and technology.

PROFESSIONAL BACKGROUNDThe following describes a brief overview of professional background related to

Change Management, Training & Public Speaking.A Professional Portfolio with details of companies served and services provided is available upon request.

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31Change Management / Training


SYNOGY, Houston, Texas 1985-presentPresident & Founder - Personally founded in 1985 an independent consulting and business development company focusing on building quality and excellence in products and business reputation through strategic planning, professional business development, and corporate information management. Specializes in troubleshooting business problem areas, and analyzing business operational plans for starting or expanding businesses. Develops high-quality business plans and financial proformas. Assists in developing effective systems and processes to facilitate company growth and insure consistent high quality in all products and customer relationships. Directs strategic Internet use and develops corporate websites. In addition to client services, also involved as a principal with numerous startups.

Strategic Business Planning: Directed strategic planning, wrote, and produced high-quality professional business plans, financial proformas and investor presentations for numerous businesses seeking capital investments and loans. Designed aesthetically pleasing high-quality formats and graphic presentations. The quality of Synogy business plans has been recognized repeatedly as being in the top 5% of business plans seen by investors.

Performance Enhancement: Analysis of business operational systems to identify opportunities and methods for improving the efficiency of business processes. Strong focus on application of computer and electronic technology to automate recurring processes. Innovative creation of databases, standardized forms, checklists, and documentation to create functional business systems which can be used by untrained personnel to achieve consistent quality.

Strategic Technology Application: Broad experience in identifying business functional areas where computerization and technology can lower costs and increase profitability. Served as CIO / CTO for a variety of small companies.

Project Management: Experience in planning and implementing a wide variety of projects in multiple business arenas. Recognized expertise for providing training in The Principles and Practices of Project Management. Exceptional ratings from students for presentation effectiveness and understandability.

Change Management: Address the successful implementation of new and re-engineered business systems and processes through: Stakeholder team development, collaborative project planning & design, development of documentation, creation of training workshops & on-going training resources for future hires, metrics development and tracking to insure implementation and success of the change, team based roll-out workshops to complete “buy-in” at all levels of implementation.

Business Health Assessment: Originated a system for collecting and analyzing information on all functional areas of a company’s operation to provide investors with Due Diligence information that reflected the true health of the company. Expanded the system into a methodology which can be used for assessing the operational health of each functional area in a company. Expansion and improvement of the system is on-going, including plans for translating the Business Health Assessment into a web-based tool.

SOUTH EAST TEXAS HOME SCHOOL ASSOCIATION, Houston, Texas 1986-1997Co-Founder, past President, currently Director Emeritus - Co-founded a non-profit 501(c)(3) organization to serve homeschoolers and homeschool leaders in South East Texas. The first, and for over a decade the largest, regional homeschool organization in Texas.

Established Gulf Coast Home Education Conference in 1987. A regional homeschooling conference that grew to serve over 2,500 attendees with over 100 workshops and over 200 exhibitors each year.

Assisted in developing all conference operations, materials, and selecting speakers. Co-manager and key presenter of multiple workshops and keynote addresses for over thirteen years. Still

presenting the Beginner Series & other multiple workshops each year – for over 21 years.

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Lead publicity contact. Guest on more than 40 radio and TV interviews, talk shows, and panel discussions. Source for many articles on homeschooling.

Referred to as “Grandfather of Homeschooling in Houston” by local homeschool leaders because of more than 24 years in leadership and the many thousands of families that have been encouraged and directed in starting homeschooling through the “How to Homeschool Successfully” workshops over 21 years.

Assisted in the establishment of other homeschool regional organizations in Texas Awarded the “Builder Award” at 1992 Texas State Convention for outstanding service in building the

foundations of service for Texas Homeschoolers.

EDUCATIONAL SUPPORT FOUNDATION, Houston, Texas 1985-presentExecutive Director - Founder of a non-profit 501(c)(3) organization originally focused on educating students about the operation of businesses and how academic subjects are used in the business world. Currently the foundation’s primary focus is on developing materials and presenting workshops to encourage parents to get more involved in their children’s education.

Completed substantial training in professional corporate video production from the Sony Institute of Video Technology, Hollywood, CA.

Keynote Speaker or main conference instructor at more than twenty-five conferences around the United States. Over 250 workshops and speaking engagements, with an attendance of 25,000 since 1987. Over 200,000 pages of handouts distributed directly. Handouts have been freely copied by others and distributed around the world.

Overwhelming ratings of “Excellent” from workshop attendees. Taping services have often reported highest sales for workshop tapes.

Created a workshop called “Homeschooling: Is It Valid?” to present to public school officials for building bridges of understanding between public school professionals and the homeschool community. Since 1989, have presented more than a dozen workshops to attendance officers and counselors from over 150 school districts around the country.

Presented “Homeschooling: Is It Valid?” workshop in 1990 at the international conference of the International Association of Pupil Personnel Workers (IAPPW) in San Antonio, Texas (a public education professional organization of attendance officers, counselors, and school administrators).

Keynote speaker at 1997 international conference of the International Association of Pupil Personnel Workers in Myrtle Beach, South Carolina.

Author of Homeschooling: Is It Valid? published in November, 1994 issue of The Journal for Truancy and Dropout Prevention, the IAPPW international professional journal.

Served 1987-1998 on Board of Directors of the Texas Home School Coalition, the statewide homeschool organization focused on protecting the rights and interests of all homeschoolers in Texas.

Served on Board of Directors of HOPE for Texas which provided state wide communications and support for Texas homeschoolers until its merger with THSC in 1998.


2000 OAK RIDGE – PROJECT MANAGEMENT WORKSHOP Presented 2 day class on Principles of Project Management to employees of Oak Ridge Laboratories

2000 GE HEADQUARTERS – PROJECT MANAGEMENT WORKSHOP Presented 2 day class on Principles of Project Management to employee trainees in GE’s training program

2000 GE MONTERREY – PROJECT MANAGEMENT WORKSHOP Presented 2 day class on Principles of Project Management to project leaders from GE’s Central Americas division.

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2000 BJ SERVICES – PROJECT MANAGEMENT WORKSHOP Presented 2 day class on Principles of Project Management to management team planning implementation of project management skills company wide

1999 WYLIE LABORATORIES – PROJECT MANAGEMENT WORKSHOP Presented 2 day class on Principles of Project Management to engineering team working on projects for NASA’s Space Station

1999 THOMPSON MEDIA – PROJECT MANAGEMENT WORKSHOP Presented 1 day class on Principles of Project Management to team working on expansion of IT services within the world’s largest media company Implemented with less than 24 hours to prepare – excellent ratings from all attendees

1994–1996 XNET – HOUSTON, TX: Computer consulting company. IBM Preferred Business Partner, Lotus Business Partner, major focus on Lotus Notes development services for workflow automation.

Originally hired to develop user interface, documentation, and training for Lotus Notes application for managing SAP implementation in a multitude of Deloitte & Touché clients Self-taught Lotus Notes (ver. 3 & 4) programming and developed a variety of templates to automate operations and software development within the company Developed and implemented Quality Assurance methodology to test coding and operations of all new software projects Within 3 months became Project Manager and lead Lotus Notes developer on the SAP application Because of personal commitment to internal documentation and building reusable code, was chosen by management to train all new Lotus Notes programmers Developed databases to collect, document, and manage reusable code along with methods for leveraging the code into multiple applications Created multiple application templates that collected “best of breed” code, standardized user interfaces, and dynamic variables into generic templates that enabled creation of customer applications in 10% of previous time requirements Project manager, lead programmer, and designed user interface for “InTouch”, a Lotus Notes program that saved over twenty-five Fortune 1000 clients of Deloitte & Touché more than 10% of the implementation costs of SAP. Estimated aggregate customer savings over $30,000,000. Developed training workshops, and presented training on the implementation and use of InTouch to staff of Fortune 1000 companies, including: Bell Canada and Motorola Project manager and programmer for project to automate document management for Gulf States Toyota, the largest Toyota dealership in US. Cut work flow process from 30 days to 3 days and saved over $1,000,000 per year in accounts receivable System analysis, design, project management, and sole programmer to create call management and service order tracking system for GTX Technologies. Created and managed production of all image materials – business cards, stationery. Designed database to manage all electronic image files for the company, including graphic components used regularly in customer application design

1991 GENERAL BUSINESS MACHINES – HOUSTON, TX: Computer consulting and software development.

Created documentation and training materials for implementation of automated pizza order and delivery system developed for a national chain of pizza stores. Produced and edited photographs demonstrating all stages of installation and operations Created line art graphics of system design, network wiring, and flow-charts of operations

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35GRAPHICS & WEB DESIGN

BackgroundArt and Graphic Design is a natural skill that was polished through study in college leading to a Minor in Art from Texas Tech University. It has fascinated me over the years to discover that my art training has applied to every company or project in which I have been involved. I place a very strong emphasis on making sure that the content of everything I do or oversee is not only accurate, but is presented in an aesthetic manner that subconsciously communicates professionalism. I believe this emphasis has played a significant role in why my business plans have constantly been rated in the top 5% of business plans seen by Venture Capitalist and investors. I also lead each company or client to address their overall professional presentation through pleasing and effective corporate image materials. In many cases budget limitations have forced me to take the lead in designing something effective. I have developed corporate logos and image materials for a wide variety of companies.

Graphic Tools Film Photography: Photographic principles and design training through

Georgia Tech Photography Club, 1967-1969. Included hands-on film developing and dark room photo manipulation.

Digital Photography: Experienced with digital photography since 2003 and digital image manipulation and editing since 1992.

Video Production: Trained through Sony Institute of Video Technology, Hollywood, CA. 1986. Principles of Video Technology, Screenwriting, Sound, Camera, and Video editing. Focus on using video for corporate communications.

Graphic Software: Strong experience in vector and bitmap image design and editing since 1987.

Macromedia Freehand (ver 1.0 through MX) Adobe Illustrator (ver 1.0 through CS2) Photoshop (ver 1.0 through CS2), Photoshop

Elements Macromedia Fireworks Paintshop Pro Experience with numerous other photo management

and manipulation programs

Graphic Design SamplesThe following graphic design samples are a few of the logos and graphic designs I have created.

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EDUCATIONAL SUPPORT FOUNDATION

36Graphics & Web Design

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Web DesignThe Internet has become a valuable, and often indispensable, tool for improving customer service and operational effectiveness of most businesses. Over the last decade I have provided counsel to many companies on how to use the Internet as an effective dynamic business tool. Since 2001 I have also had a growing involvement in hands-on development, re-design, or management of company websites. Early website development relied on templates that are available over the Internet, but in recent years I have been heavily involved in using standards compliant HTML, XHTML, and CSS. Some recent sites I have coded by hand and have included application of Javascript, PHP, and ASP. I am considered very strong in HTML and CSS coding skills and have been able to create some very complex webpage designs using hand coded XHTML and CSS with almost all appearance coding defined by CSS and only content contained in XHTML.

Web Sites (some sites no longer on web)

2008 – Wilson-Mohrwww.wilsonmohr.comWeb content development for site redesigned by 1Body. Refined and organized existing CSS. HTML coding for new content and refinenment of HTML coding for existing code. Created HTML & CSS code for special content pieces.Development and editing with Dreamweaver 8, WeBuilder 2008, Stylizer, Fireworks 8, Photoshop Elements 5, and NoteTab Pro

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http://www.wilsonmohr.com/


2006 – Charles Knobloch, Attorneywww.charlesknobloch.comSolely designed and hand coded with standards compliant XHTML, CSS, Javascript, and ASP. Structured so user could switch between English and Indonesian. Development & editing with Dreamweaver 8, TopStyler, Fireworks 8, and Photoshop Elements 4.

2006 – Sonlight, Radio Ministrywww.sonspots.orgHand coded third-party design with standards compliant XHTML and CSS. Designed specifically to be run by Lotus Domino and included creation of complex nested DIVs and round-cornered DIVs. Created pure CSS drop-down menus. Development & editing with Dreamweaver 8, TopStyler, Fireworks 8, and Photoshop Elements 4.

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http://www.sonspots.org/

http://www.charlesknobloch.com/


2005 – United States Connected Community Associationwww.us-cca.org (updated by others)Hand coded PHP, XHTML and CSS to match selected temporary design. Completed in 48 hours in preparation for a convention roll-out. Site has since been rebuilt with much greater complexity.Development and editing with Dreamweaver MX, TopStyler, Fireworks MX, and Photoshop Elements 4.

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http://www.us-cca.org/


2005 – Geotek Distributors www.geotekdistributors.com(no longer active – company closed)Sole responsibility for planning & design. Used CSS based template. Substantial HTML code redesign. Flash rotating graphics. Development and editing with Microsoft FrontPage 2003, Fireworks MX, and Photoshop Elements 3.Substantial work on Search Engine Optimization and Key Word advertising campaigns through Google and Yahoo.More prospect responses in 30 days than in 4 years with previous site.

2004-2005 – 1Body www.cepc.orgWorked with web development company as CSS specialist. Modified existing CSS to conform to consistent CSS structure and web standards, optimized shorthand CSS code, and re-design of content appearance.Assisted in testing and refining site graphics, infrastructure, and Lotus Domino coding.

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http://www.cepc.org/


2004 – Interwoven www.interwoven-inc.comSole responsibility for planning & design. Hand coded using CSS and HTML. Development and editing with Microsoft FrontPage 2003.

2003 – Righthandman www.righthandman.t8s.comSole responsibility for planning & design. Development and editing with Microsoft FrontPage 2003 and Site Builder

2001 – Calderwood Solutionswww.calderwoodsolutions.com(no longer active – company closed division)Sole responsibility for planning & design. Used CSS based template. Substantial HTML code redesign. Flash rotating graphics. Development and editing with Microsoft FrontPage 2003, Fireworks MX, and Photoshop Elements 3.

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http://www.interwoven-inc.com/


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46EDUCATION & SERVICE

EDUCATION

Walk Through the Bible Trainer Certification - 1992: Developing Your People Skills, Effective Team Building, and Personal Leadership Development

Sony Institute of Video Technology, 1985-1986Texas Real Estate Brokers License, completed 1980Graduate Studies in Business Management, University of Houston, 1975-1977B.S., Texas Tech University, 1973Undergraduate Pre-Med Studies, Georgia Institute of Technology , 1967-1969MENSA acceptance 1980

BOARDS & COMMUNITY SERVICE

Urban Business Initiative, Houston, TX – 2007-2008Homeschool Christian Youth Association, Graduation Committee – Data

Management, 2001-presentHomeschool Christian Youth Association, Houston, TX – Sports Day Administrator,

1993; Data Management 1993-present

Founding Board of Directors & Past President, Southeast Texas Home Schooling Association, Houston, Texas; 1985-1997. Director Emeritus - Retired

Board of Directors, Texas Home School Coalition, Lubbock, Texas; 1986-1998Board of Directors, HOPE for Texas, Dallas, Texas; 1992-1998Board of Directors, Homeschool Christian Youth Association, Houston, Texas;

1993-1998Founding Board of Directors, SONlight Ministries, Houston, Texas; 1977-1990Board of Directors, Forest Glen Camp and Conference Center, Huntsville, Texas;

1986-1997Founding Board of Directors, Renew Development International, Inc.; 1987-1997Founding Board of Directors, ONASCO, Inc.; 1991-1993Houston Livestock Show & Rodeo, Speakers & Rodeo Clown Committees; 1997-

2004Rotary Club, Tomball, TX; 1978-1986 (representative to International

Convention, Birmingham, England 1984)President, Tomball Friends of the Library, 1979-1983

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Documents

Hank Tate Professional · Web viewVP and CIO for a second biotechnology company. CTO for financial services company. Director of Financial Development for wastewater equipment company