As an independent CPA in practice since 1999, I have worked with several small businesses to develop strategic plans, financial plans and establish their accounting systems. I have worked with several small businesses to develop successful financial turnaround plans.

Dale also owns a small motel in Berlin Wisconsin. Since he took over the business, he has transformed it from an independent motel into a franchised Best Western. He was responsible for coordinating all of the business planning, financial forecasting, contract negotiation and construction of a renovated facility. In the first year of operations, he achieved a 20% increase in sales over the year before.

Dale currently offers a monthly seminar for Right Management, Inc., a national outplacement firm located in Appleton and Oshkosh, to help people evaluate if they have what it takes to run a small business. He also facilitates a group of small business owners (and soon to be owners) in a network meeting every two weeks that helps them learn various aspects of what it takes to operate a small business.

As a senior executive from Affinity Health System at Mercy Medical Center in Oshkosh Wisconsin, Dale has over thirty years of experience in financial management, business development, information systems, planning and business management. With a CPA foundation, he led the creation and implementation of strategic plans and executed key strategic initiatives. He worked to establish joint ventures with other health systems, acquired physician practices and initiated revenue enhancement programs throughout the hospital system. He also developed strategic financial plans to achieve the organization's goals and objectives.

His major accomplishments are as follows:

  • Developed business plans and negotiated employment contracts for the acquisition of 22 independent physician practices.

  • Negotiated managed care contracts physician and provider PPO agreements.

  • Led a strategic planning initiative to develop a mission statement, vision statement, long term objectives and strategies.

  • Negotiated an affiliation agreement with a 53-bed acute care hospital to be part of the Affinity system.

  • Developed a five-year integrated information and communication plan to service all owned and affiliated organizations.

  • Provided leadership and direction for various business and joint venture initiatives which included:

    • Developed a regional cardiac product line featuring global fixed pricing and direct marketing.

    • Development of a comprehensive physician needs assessment and trategic plan.

    • Negotiated a Joint Venture ambulance service with other area competitors.

Vice President - Business Development/CFO

Responsibilities for these positions included managed care strategy development, contract negotiation and evaluation, all strategic planning activities, new and existing product line development and enhancement. He was responsible for all financial activities in addition to information systems.

  • Developed a financial planning model that provided the necessary focus to accomplwish long term capital objectives including the construction of an ambulatory care/medical office facility for $17 million and a hospital and medical office replacement project for $65 million.

  • Product lines developed include open-heart surgery, medical office/ambulatory services, childcare center and a joint venture ambulance company.

  • Led a complete re-design of the system- wide cash management process.


 
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