Rti 2010

Developing and

Delivering World

Class Performance

140 Bourne Avenue, Suite 20, Rumford, RI USA Tel: 401-480-6032

TABLE OF CONTENTS

Who We Are .............................................................................3

What We Do .............................................................................4

Where We Specialize ...............................................................5 Who We Serve .........................................................................6

When We Engage .....................................................................7

How We Engage .......................................................................8 Our Action Matrix …....9

Why It Works ……...................................................................10 How We Measure Success …..................................................11

Why We Do What We Do.…………………………………….…12

Our Core Team.13

www.roundtableint.com

WHO WE ARE…

The Roundtable International is a network of “organized intelligence” that provides

Professional advisory services across multiple channels, disciplines, logistics and cultures.

We have harnessed a diversity of expertise ranging from international finance to economic

development, infrastructure design to human resource development and more. Roundtable

International associates are:

• Attorneys

• Change Agents

• Designers

• Geologists

• NGO Leaders

A network of “organized

intelligence”

• Entrepreneurs

• Engineers • Financial Analysts


• Researchers • Strategists

• Venture Capitalists

WHAT WE DO…

We deliver sustainable, cutting edge solutions to a myriad of business and economic

development challenges.

Sustainable,

cutting-edge

solutions

We assist in developing agile business models that remain flexible and scalable while

responding to the complex and shifting landscape of the global marketplace.

We devise strategies that set a new direction for the organization and its industry or

market sector, while internalizing the changing environmental dynamics.


WHERE WE SPECIALIZE…

Our network of associates and affiliates offer a diversity of expertise that

allows us to custom choreograph an approach to match the circumstances,

structure, culture, challenges and nuances of every client.

Our strengths include:

• Arbitration & Mediation

• Business Development

• Business Metrics • Business Turnaround

• Micro-financing

• Merger & Acquisitions

• Organizational Development • Process Reengineering

• Business/Organization Restructuring • Program Evaluation • Cash Forecasting & Liquidity Mgmt.

• Communications

• Construction • Financial Modeling

• Risk Assessment & Management

• Scenario Planning

• Social Auditing • Stakeholder Engagement

A diversity of expertise

• Lender/Creditor Negotiations • Marketing Positioning


• System Integration • Entrepreneurship

WHO WE SERVE…

Our client base includes local, regional and national government agencies, international civic

organizations, multi-national corporations (MNCs), small and medium size enterprises

(SME's) and start-ups around the world.

Among others, our associates have worked with:

• ABB • Business for Social Responsibility

• Central Bank of Nigeria

• CitiGroup

• Dell

• Dow Chemical

•McDonald’s • U.S. National Aeronautics & Space

Administration • Rhode Island Technology Council

• Rhode Island Economic Policy Council &

Development Corporation A global

clientele • DuPont

• Ford Motor Company

• General Motors • International Society of Logistics

• Johnson & Johnson • Ivape Brazil


• Texaco

• U.S. Environmental Protection Agency

• United Nations Development Program • Urban Ventures

• World Resources Institute • South American Wind Energy

WHEN WE ENGAGE…

We accept projects that allow us to work in three high leverage areas:

• Sustainability –working with the corporate sector to ensure these clients are

economically, environmentally and socially viable for the long term

• Asset Based Economic Development –working with the public sector in emerging

economies to ensure these clients invest in policies, business support programs and

infrastructure that will allow them to compete in the global market place

• Design Thinking1– applying the design process in strategy development and intangible

problems to improve situations.

1 Design thinking involves six integrated processes that are accomplished concurrently and sometimes iteratively. The processes are problem

definition, research, ideation, solution prototyping, implementation, evaluation and learning


HOW WE ENGAGE…

In our practice, we inspire and foster a seamless interplay between strategies, design,

process, technology and people. By synergistically leveraging these core functions, we

help our clients build internal capacity while delivering solutions to their immediate needs.

Teams lead and deliver generative guidance within the organizational culture to present an

arena for creativity and cooperation that effectively blends hierarchy with a collaborative

process. An integrated input from specific domains facilitates cross-functional problem

solving while enhancing personal and organizational growth.

Seamless

interplay of

core functions

Organizational development is integral to our service delivery model. We engage our clients

in a learning-by-doing process that leads to increasing self-sufficiency. In this way we

deliver systemic value that conveys a continuous return on investment.


OUR ACTION MATRIX1

Problem

Solution Definition Prototyping Implementation Evaluation

1

Boxes in the matrix are left blank because specific actions and interactions are customized for each client, depending

upon the scope of work and intended outcomes of the engagement.


WHY IT WORKS…

In most of our work we employ the following proven approaches. We

• Mobilize the right team, drawing on our broad network of associates and affiliates to

combine unique expertise and skills set

• Harness the “disruptive creativity” of a team process to embrace the unpredictable from

which innovation – that which is truly new – can emerge

Innovation:

Embracing the

unpredictable

so the truly

new can

emerge

• Create empowering and enabling environments where the innovation process we unleash

thrives beyond the consulting engagement.

• Build public-private sector partnerships or broad-based coalitions as each project requires

• Develop frameworks, roadmaps, tools and other resources that facilitate industrial and/or

economic change.


Indicators &

metrics to

calculate your

ROI

HOW WE MEASURE SUCCESS…

Our scope of work always includes a project evaluation plan and process.

We customize a core set of indicators and metrics to evaluate:

• Issue resolution

• Process or product Innovations

• Level of internal capacity building

• Cost to budget

• Performance to timeline

In aggregate these metrics spell out your Return on Investment


Increasing

economic &

social equity

WHY WE DO WHAT WE DO…

We envision a global economy where increasing economic and social

equity provide a healthy and high quality of life for the majority while

stewarding natural resources for the enjoyment of both current and

future generations. All of our associates value the power of people,

place and profits. We work for wealth creation even at the bottom of

the economic pyramid and asset-based economic development without

exploitation of human or natural capital or corruption.

We are capitalists who believe that in a free market economy you can

do well by doing good.


OUR CORE TEAM… Robert Leaver Chairman of the Board Katherine O’Dea Chief Executive Officer

Justin Aina Chief Operating Officer

Caroline Ebong Senior Consultant

Lamin Sarr Senior Consultant


Robert Leaver - Chairman of the Board…

He is a consultant, teacher, change agent, facilitator and thinker. He longs to build things that last. Robert’s work is about new forms of organization and new forms of

community that add value. Robert has thirty-four years of consulting and teaching

experience.

His Writings

He is the author of The Commonwealth Organization: A New Form to Heal the Ailing Soul of the World which was published in the spring of 1995 in Soul of Business by New

Leaders Press. He has authored numerous monographs issued by Commonwealth Publications including:

Entrepreneur as Leader and Agent of Change Leader as Maestro, Teacher, Ethicist and Story Teller

Achieving Our Providence: Lessons of City-Building and Soul Making Robert is working with Dr. James Hillman on the forthcoming volume II – Soul and City which will be

published in November 2005. This will be the Uniform Edition of the collected works of James Hillman,

renowned thinker and author of archetypal psychology.


Education, Teaching, Professional Associations and Talks

Robert has designed and delivered hundreds of talks and workshops for the Organizational Development Network, the Nonprofit Management Association, and Businesses for Social Responsibility, National Head

Start Office, the World Future Society and the National Timber Framers Guild.

Currently, he serves as a business partner and adjunct faculty to Boston College’s executive level, graduate

program called Leadership for Change based on action learning and a contribution to the Common Good. He taught organizational theory at Providence College from 1999 to 2002. He was president of

Business for Social Responsibility in New England from 1991 to 1994.

During the 1970’s he taught psychology and human development at Roger Williams College, Leslie College,

Goddard College and RI College.

His community work has included the Nonprofit Management Association – a national trade association, the

Everett Dance Theatre, and now The Jewelry District Association in Providence. He commits, long-term, to one voluntary organization at a time.

Robert has a BA in psychology from Roger Williams College and an MS in child development and family

relations from URI. He is an eagle scout. Robert lives in Providence’s Elmhurst neighborhood with his wife

Michelle and toddler son, Diego. He is a life-long learner.


Katherine O’Dea -Chief Executive Officer…

Katherine O’Dea is the Chief Executive Officer of the Roundtable International.

She brings to this role more than 25 years of experience working in four high-

profile fields: aerospace engineering support services, international logistics, sustainable economic development and environmental conservation.

Ms. O’Dea spent 18 years in the private sector, 12 years in the non-profit sector and 4 years as a

consultant. She has worked on issues ranging from missile defense systems support to fighter jet

avionics reliability, product design to systems logistics, detoxification of manufacturing processes to

habitat restoration, climate change mitigation strategies to environmental crisis management training. She has been both an internal (staff) and external (consultant) change agent for industrial

process redesign, total quality management and corporate sustainability.

She has a passion for sustainable value chain management, corporate environmental and social

performance auditing, social ventures development and management and stakeholder engagement.


In the private sector, Ms. O’Dea was a Senior Logistics Specialist for Dynamic Controls

and a Logistics Engineering Manager for Raytheon - Missile Defense Systems Division. In both positions, she led multi-million dollar defense contracts. At Raytheon she

supervised 25 logistics engineers and ran on-site systems support training at military bases across the country.

At Dynamic Controls, Ms. O’Dea was responsible for securing $50 million in new contracts

(over a five year period) and was a member of the company’s senior-level process re-

engineering team.

In the non-profit/NGO sector, Ms. O’Dea has been a Senior Fellow with the Green Blue

Institute, Executive Director of INFORM, Executive Director of the Rhode Island Information Technology Council and the Rhode Island Biotechnology Association, Chief

Operating Officer of the Nantucket Conservation Foundation, Vice President of Business for Social Responsibility (BSR) and CEO/COO of the International Society of Logistics. In

these positions, Ms. O’Dea’s has formed and facilitated a number of private/public sector collaboratives including one of BSR’s flagship environmental initiatives the Clean Cargo

Working Group and two government, academic and industry workforce development

collaboratives in IT and Biotechnology for the state of Rhode Island.


While Executive Director at INFORM, Inc. Ms. O’Dea launched a multi-dimensional, city-

wide food and food packaging waste reduction initiative for the city of New York, which will pilot multiple alternative disposition methods including waste diversion, multi-stream

composting, on-site anaerobic digestion and high-technology gasification to energy

solutions.

She oversaw an endangered specie (the burying beetle) reintroduction program on

Nantucket, as well as a controlled burn harrier habitat restoration initiative. She is currently developing sustainable packaging performance metrics for the Sustainable Packaging

Coalition and recently completed a sustainability-based brand partnership feasibility study for NASA.

Some of Ms. O’Dea’s other notable accomplishments include piloting a toxic-free cleaning

process for manufacturing circuit boards, developing an award-winning design-for-the-

environment tool and consulting to the President’s Council on Sustainable Development

on the creation of industrial eco-parks on former Brownfield sites. She has also consulted

on corporate sustainability issues for ABB, Bristol Meyers Squibb, CitiGroup, Dell

Computers, Dow, DuPont, Ford Motor Company, General Motors, Johnson & Johnson, McDonald’s, Nike, and the Shell Group.


Additionally, Ms. O’Dea has developed and taught multiple environmental and

sustainability workshops on such topics as resource efficiency, reverse logistics, environmental cost accounting and industrial ecology and published numerous articles

in Logistics Spectrum, Total Quality Environmental Management, and the Journal of

Industrial Ecology.

Ms. O’Dea holds degrees in Communications and Philosophy from Emmanuel College,

Boston MA, completed a student exchange program at the Trinity College of Oxford

University, Oxford, UK and completed graduate work in Philosophy and Organizational

Psychology at Harvard University, Cambridge, MA. She is also a graduate of the Prince of Wales Business and the Environment Program developed by the University

of Cambridge, Cambridge, UK.


Justin Aina – Chief Operating Officer…

Justin Aina is Chief Operating Officer of the Roundtable International.

Born in Ibadan, Oyo State, Nigeria, he has an Associates of Science degree in Business , from the Community College of Rhode Island, a bachelors’

Rhode Island.

degree in Marketing and an MBA from Bryant University in Smithfield,

He was a member of the Adjunct Faculty at The College of Global

Management, Johnson & Wales University in Rhode Island.

An accomplished lecturer, trainer, author, and international management consultant, Justin Aina has led

multi-disciplinary teams on a variety of consulting projects including: outcome based economic development strategies, restructuring, knowledge creation/deployment, M&A, systems integration, as well as

consolidation initiatives in Africa and South America.


On February 2000, he presented a paper titled ”Mergers and Acquisitions: An Imperative for Nigerian

Organizations” at a one day conference in Nigeria. The conference was organized, organized by Aina,

Blankson and Co and African Alliance Insurance Company.

In December 2004, Justin Aina and Roundtable Chairman Robert Leaver co-facilitated a Securities and Exchange Commission and Central Bank of Nigeria’s Mergers and Acquisition workshop for Nigeria’s

banking executives. The workshop was the basis of a Roundtable toolkit publication titled“M&A Access Kit”

In November 2006 at the 10th anniversary celebration of The Negotiation Conflict Management Group(NCMG) in Nigeria, he presented a paper titled “ Creating an Enabling Business Development Environment For A Partnership between SME’s & The Oil Industry – The Nigerian Experience”

As a Management Consultant he has conducted seminars and workshops on entrepreneurship,

organizational redesign and alignment, strategic positioning, leadership for change,

project management, process mapping, systems Integration and time management for international, domestic, and local organizations.

In his capacity as Business Development Specialist for Rhode Island Coalition for Minority Investments(RICMI) he wrote and anchored the implementation of RICMI’s strategy, established a multi-access business development network and provided cross functional business consulting services to RICMI and Minority Investment Development Corporation clients.


As Vice President and Director of Finance for Rhode Island-based Abby Construction, he spearheaded the strategic, financial, organizational systems, and infrastructure that built the company’s bonding capacity from $100,000 to $5,000,000 in just four years.

As founding Executive Director of Urban Ventures in Rhode Island, he built Urban Ventures’ portfolio of companies from 10 in 2000 to 115 in 2008 while increasing cumulative client companies’ revenue from $241,000 to $9.5 million and total employees from 16 to 413..

He is the Co-author of “Building the Next Economy of Rhode Island Cities.” Urban Ventures’ value proposition argument articulating a critical mass of urban entrepreneurship and its sustainability as a centerpiece of Rhode Island’s economic future.

He co-founded Rhode Island Urban Business Development Network and Entrepreneurship Forum of New England.

He is also one of the co-creators of The Call to Action – a framework for building Providence’s creative and

innovative economy.


He served on five local and regional boards:

He was appointed to The Subcommittee on Form Based Zoning for the City of Providence by Mayor

David Cicilline

The Economic Development Committee of West Elmwood Housing Development Corporation

The Strategic Advisory Committee of the Rhode Island state-wide “Cities Count”.

Lieutenant Governor Elizabeth Roberts Small Business Advocacy Council

Finance Chair/ Board Treasurer of the Rhode Island for Community and Justice.

Justin Aina was the 2001 Ocean State Business Forum “Business Practitioner of the Year”.

He received two State of Rhode Island Citations (Secretary of State and Governor) and two United States Congressional Recognitions (Congressmen Patrick Kennedy and Jim Langevin) for the Award.

He resides in Rumford, Rhode Island, USA


Caroline Ebong – Senior Consultant…

Caroline has a Bachelor of Science degree in Accounting from Arizona State University, and an MBA in International Finance from the

prestigious Thunderbird, The Garvin School of International

Management. She recently completed a course in Real Estate Finance at DeVry University’s Keller Graduate School of Management,

Glendale, Arizona.

Caroline has a Bachelor of Science degree in Accounting from Arizona State University, and an MBA in

International Finance from the prestigious Thunderbird, The Garvin School of International Management. She recently completed a course in Real Estate Finance at DeVry University’s Keller Graduate School of

Management, Glendale, Arizona.

Her professional licenses include Series 6, Series 63, Life and Health Insurance and Mortgage Broker

(FL). She has worked as an Investment Representative. She has served as a Bank Manager, Corporate

Planning and Development, where she was responsible for strategic planning, budgeting, new product development, canvassing for new industrial accounts, financial reporting and supervision of 10 staff

members. She developed and implemented a highly successful weekend banking program in remote trading areas and organized annual general meeting of shareholders.


She was a Lecturer and Acting Head, Department of Finance and Banking at the

University of Port Harcourt. She taught undergraduate and graduate courses in Money

and Banking, Principles of Finance, Money and Capital Markets, International Finance, Cost and Financial Accounting.

Caroline supervised eleven MBA Theses Projects in Banking and Finance; was

recommended by the United States Information Service for the Fulbright Junior Staff Development Program, and organized a national seminar on “Managing Distortions in the

Economy”, featuring national and international presenters.

As a Grants and Contracts Specialist, Caroline worked for Boston Medical Center and was

responsible for grants administration for both Federal, State, City and Foundation funds in

excess of $25 million. In addition, she served as Director for Crime Victim Compensation Program at the Office of the Treasurer, State of Rhode Island

Caroline has published numerous articles in national and international journals, and has

given presentations at conferences. She is the author of a monograph on International

Financial Management in Nigeria and Financial Guide for Nigerian Women”, which was

featured in a Nigerian Newsweek Magazine.


Over the years, Caroline has served on a number of Non-Profit Organizations including:

* Board of Directors/Finance Sub-Committee, Family Service of Rhode Island

* Board of Directors, National Coalition of 100 Black Women, RI Chapter * Board of Directors, Day Care Justice Coop Inc. in Rhode Island

She is also a member of The American Association of University Women,

National Association of Professional Women (NAPW), and The Jacksonville Chamber of

Commerce.

Caroline is a volunteer for The 5K Run at the World Golf Village, Voter Registration in Saint Augustine, Florida and the Jacksonville Women’s Business Center(Financial Matters

Mentoring Program, Class of 2008).

She is an Alumnus of Leadership Rhode Island (Psi Class), has received a number of

nonprofit service awards, and is a recipient of a citation from The Honorable Donald

Carcieri, Governor of the State of Rhode Island.

Caroline is a resident of Florida, U.S.A.


CONTACT US… The Roundtable International

140 Bourne Avenue, Suite 20

Rumford, RI 02916 USA

Telephone: 401-480-6032 E-mail: [email protected]



mailto:[email protected]



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Rti 2010