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Education

• 1961-1964. Undergraduate study at Saint Johns University in Collegeville, MN. Majored in Philosophy.
• 1964-1967.Post Graduate work in the Masters Degree Program at Saint Johns University at Collegeville, MN. Majored in German Existential Systematic Theology.

Work History

• 1967-1971. College professor at Saint Leo College in Dade City, FL,. Served as President of the faculty for two years, as well as on the Tenure and Curriculum Committees for three years.
• 1971-1976. Director of the Saint Joseph Educational Center in Des Moines, IA. The Saint Joseph Educational Center was a unique and innovative institution dedicated to finding ways to educate parents, using adult learning theory techniques to educate their children and, therefore, lessen the need for third party instructors like nuns and priests. The goal was to return accountability and responsibility for the education of children and youth to the parents by helping the parents become more knowledgeable and more skilled. The Center gained national prominence and won an award from the National Catholic Education Association for innovation and creativity.
• 1971-1976. Advisor/consultant to the Bishop of Des Moines on: strategic planning, marketing, education of Clergy, deployment of human resources, organization, education and policy changes.
• 1976-1981. Batten, Batten, Hudson & Swab, a management consulting company based in Des Moines, IA,. This firm served mainly Fortune 1,000 companies.
• Served as a general consultant for the first two years and then became the Vice President of the Education Division and was responsible for developing and staffing approximately 3,200 client days each year. Generated about $15,000,000 in revenue with a 40% pre-tax profit margin in 1978 dollars. Lead a team of 35 consultants and 22 support staff.
  • Successfully opened their Houston, TX office. Then returned to Des Moines to serve as Vice President of Marketing.
  • Responsible for marketing the company. In that capacity 15,000,000 brochures were mailed annually. Managed a staff of 18 and a budget of $5,000,000.
  • 1997-2000. A franchisee of Sport Clips, Inc.
  • 1993-1994. A franchisee of J.D. Byrider, Inc. The investment group sold their interest after two years.
  • Currently in a LLP that is the franchisee of three Texaco Star Marts with full Church's restaurants inside each Star Mart.
  • Currently a financial investor and a franchisee of one Logan Farms Honey Glazed Hams and Deli.
  • Currently a financial investor and franchisee of three Two Men and A Truck franchises.

Management 2000

• 1981-Current. Founded Management 2000, in Houston, TX. Have been President of the company since its founding. Management 2000 had an office in Edmonton, Alberta, Canada. Management 2000 has been specializing in the use of franchising as a business strategy since 1984. Management 2000 has worked with over 850 established franchisers and with over twenty start-up franchise companies.
• Our expertise lies in the development of and being advisors to the development of systems, writing operations manuals, designing training programs (participant manuals and Leader's Guide), training people, strategic planning, optimizing market presence, the granting of License Agreements, organizational development, organizational effectiveness, franchiser/franchisee relations.
• Management 2000 has been an officially designated training company for the International Franchise Association and currently offers seminars that are endorsed by the IFA.
• Management 2000 is also the officially designated training company for the Canadian Franchise Association and currently offers seminars that are endorsed by the CFA.
• Served as the Director of Education for the International Franchise Association. Also am a member of the Education Committee of that association and in that capacity assist in the planning of their annual Convention and Marketing Conference.
• Served on the committee that created the certification program for franchise executives called "The Certified Franchised Executive" of CFE.

Publication and Speaking

• The Franchise Handbook, 1993, Andrew Sherman, Author & Editor
  Management 2000 wrote and I collaborated on and wrote three chapters in this book:
  • Strengthening and Supporting the Franchise System: pages 9-26
  • The Operations Manual: pages 75-90
  • The Dynamics of the Franchising Relationship and Recruitment Strategies: pages 183-171
  • Franchising: Is It For You? in: The Executives Guide, 1995
  • Stop Selling Franchises, in: Franchise UPDATE, January 1992, page 8
  • Customer Driven Brand Equity, Franchise UPDATE, 3rd Quarter 1994, pages 8-12
  • Keynote speech to the Mexican Franchise Association annual convention in Mexico City in both 1991 and 1992
  • Keynote speech to the International Franchise Associations 1991 Annual Marketing Conference in Dallas, TX in August
  • Stop Selling Franchises and Build a Stronger Franchise System, in: Franchise UPDATE, 3rd Quarter 1996, pages 10-12
  • What Franchisers Do For Their Most Successful Franchisees, in: Franchise UPDATE, 1998 Supplier Guide, pages 38-39

The following articles were published in The Franchise UPDATE Report:

• Franchising Commitment to Total Quality Management, in: December 1993
• Deming 14 Points Relevance to Franchising, in: January 1994
• Consistency of Purpose in Franchising, in: February 1994
• Adopting A New Philosophy, in: March 1994
• Strategic Planning and Total Quality, in: May 1993
• The Way of the 90's, in: June 1994
• How, When and Why To Default a Franchisee, in: July 1994
• Deming on Improving the System of Production and Service, in: October 1994

Expert Witness

• Snelling & Snelling: Snelling & Snelling v. Saul Kaplan; Sarasota County 12th Judicial Circuit, Florida
• Marble Slab Creamery: Marble Slab Creamery, Inc. v. Wesic, Inc.; Case 90-056669 269 Judicial District Court of Harris County, Texas
• 7-Eleven: Lyons v. The Southland Corp., Contra Costa County Superior Court, State of California, Case C92-04023
• Nursefinders: Nursefinders, Inc. v. Nursefinders of Northern Virginia, Inc.; Arbitration 71 114 00231 95
• Little Caesar: Little Caesar Enterprises, Inc. v. OPPCO, LLC; Case 95CV72370 United States District Court Eastern District of Michigan
• Servpro Industries, Inc.: Servpro Nyquist Enterprises, Inc. et al v. Servpro Industries, Inc. et al,; Case number: CV 94-066-BU United District Court for District of Montana, Butte Division
• Physicians Weight Loss Centers of America: William Pickett, et al., vs. Physicians Weight Loss Centers of America, Inc. ; Case No. 5:96 CV 938 in US District Court, Northern District of Ohio, Western Division
• Steak-Out Franchising, Inc.: Steaks To Go, Inc. Etc. v. Steak-Out Franchising Inc. ; Civil Action No. 96-N-1818-NE in United District Court for the Northern District of Alabama, Northeastern Division 
• Hooters, Inc.: HOOTERS, INC. ("Hooters") v. HOOTERS OF AMERICA. ("HOA"), et al. ;Case No. 98-243-CIV-T-24B
• Waffle House: Northlake Foods, Inc. v. Waffle House, Inc.
• The Entrepreneur Source (TES): Arbitration between T.Barry Stephens and Steven Zaks v. TES Franchising, LLC et al. Served as expert witness for TES May, 2005