2. A Servant LeaderMeeting Client Needs and Exceeding Expectations 9/8/2010 T&M Advisors all rights reserved 2
3. An American Success Story Born and grew up in slums of Hong Kong Immigrated to the U.S. when 12 years old Learned new language and adapted to new culture Graduated valedictorian of senior class, college degree Summa Cum Laude CPA with 30 years proven successes in senior executive positions 9/8/2010 T&M Advisors all rights reserved 3
4. Value Proposition Helping clients address their needs in: Strategic and operational alignment Enterprise risk management framework and process development Executive and professional coaching Management and staff training 9/8/2010 T&M Advisors all rights reserved 4
5. Professional Experience 13 years “Big Four” public accounting KPMG PwC 20 years senior executive positions Executive Consultant and Coach Chief Risk Officer Regional Chief Operating Officer Chief Financial Officer Chief Audit Executive 9/8/2010 T&M Advisors all rights reserved 5
6. Mission Add value to clients by developing strategic and operational solutions to target, align, and manage (TAM) their business Bring risk transparency to clients by assessing their enterprise risk profile enabling management to make informed decision to transfer, accept, or mitigate (TAM) their risks Train management and staff on best practice solutions by teaching principles, applying principles, and modeling behaviors (TAM) to ensure sustainable results 9/8/2010 T&M Advisors all rights reserved 6
7. Results-Driven Deliverables Customer-focused approach to needs assessment Principle-based solutions to business challenges Proven knowledge transfer process to ensure sustainability of positive actions Impeccable integrity to ensure long-term win-win business relationship 9/8/2010 T&M Advisors all rights reserved 7
8. Sample Professional Endorsements “His executive intellect is razor sharp…uniquely positioned to deliver meaningful services to a wide client base.” “He is highly strategic in his thinking…excellent problem solving skills…can quickly evaluate a situation and arrive at the best solution.” “He is a master teacher and integrator of people, processes, and systems.” “His guidance and motivation…with extensive experience, wisdom, compassion, understanding, and his motivational, easy-to-talk-to manner helped me to the next level.” 9/8/2010 T&M Advisors all rights reserved 8