Within a year of Jim’s arrival at NIRI, the IRC Program had been developed, promoted successfully, and launched. Here is the first class who earned the charter.
Projects
June 7, 2017

New Era for the National Investor Relations Institute (NIRI)

Within a year of Jim’s arrival at NIRI, the IRC Program had been developed, promoted successfully, and launched. Here is the first class who earned the charter.   When Jim…
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Projects
June 7, 2017

Helping a Profession Find Its Voice at the National Court Reporters Association (NCRA)

Jim got a front-row, three-dimensional view of the evolving court reporting profession during two tours…
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homeless shelter
Projects
June 7, 2017

The Next Chapter in a Homeless Shelter’s Story

After delivering upon its initial dream of building and operating a day shelter for the…
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Projects
June 7, 2017

Storytelling for Court Reporting Firms through The Varallo Group

Jm’s connection to the court reporting business proved to be short-lived while Jenny’s talents matched…
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Projects
June 7, 2017

New Identity and Unprecedented Growth for CFA Institute

In 1997, when Jim arrived to the Association for Investment Management and Research (AIMR), the…
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Projects
June 7, 2017

Launching the Chartered Alternative Investment Association (CAIA)

Jim developed the inaugural marketing plan and supporting efforts for the CAIA Program. During a…
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Projects
June 7, 2017

Building a New Identity for Darrell & King Investment Counsel

Also during his Green Monster years, Jim worked with this boutique investment firm serving the…
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Projects
June 7, 2017

Immediate Impact at INFOCOMM International

"New strategy and a more compelling story lifted attendance at INFOCOMM International by 46% over…
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