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292 Lincoln Street
Worcester, MA 01605
Tel: (508) 752-9229
Fax: (508) 752-9226
CMC@curriemanagement.com
333 E. Westminster, Apt. 3A
                                       Currie Management
Lake Forest, IL 60045
Tel: (847) 219-7252
Fax: (508) 752-9226
                                        Consultants, Inc
GRussel@curriemanagement.com

Rua Pedroso Alvarenga, 793 5th floor
São Paulo, SP Brazil CEP 04531-010
Tel: (55-11) 9941-0393
Tel: (55-11) 9996-7294
Fax: (55-11)2935-2225
CMCBrazil@curriemanagement.com
                                       The Consultants that Create Results
Ninoofsesteenweg 255
B-1700 Dilbeek, Belgium
Tel: 011-32-2-454-5194
Fax: 011-32-2-454-5195
currie.management@euronet.be
Page 2
      What We Do
   • Our mission at CMC is              • Our service theme at CMC is:
     to:                                   – We create profit enhancing
                                             solutions to strategic and
         – Provide services to               operational issues:
           maximize the business
                                        • For:
           and personal goals of our
                                           – Business Executives
           clients
                                           – Senior Management
         – Provide services that
           expand our clients‟          • Through:
           expectations and                – 30+ years of experience
           capabilities                    – Knowledgeable consultants
         – Place great value on our     • Business Areas
           clients‟ long-term as well      – Management Consulting
           as short-term goals             – Systems Integration
                                           – Captive Insurance


Currie Management Consultants, Inc.
Page 3
      We Are Known By Our Clients




Currie Management Consultants, Inc.
Page 4
Clients and Industries

Clients                  Industries
•   Caterpillar          •   Construction Equipment
•   Deere & Co.          •   Agricultural Equipment
•   Case/New Holland     •   Industrial Compressors
•   Ingersoll-Rand       •   Industrial Forklifts
•   NACCO                •   Transport Refrigeration
•   Kohler               •   Office/Hearth Products
•   Hon Industries       •   Commercial Tires
•   Bridgestone          •   Retread Tires
•   Bandag               •   Power Systems / Generators
•   Generac              •   HVAC/R & Power Conditioning
•   Lindsay Irrigation
Page 5
      Who We Are
• Staff
     – Partners: 4
     – Consulting Staff: 8
     – Administrative Staff: 5
• Experience
     – 30+ years
     – Active Corporate Clients: 8
     – Active Dealer/Distributor
       Clients: 400+
     – Facilitate 20+ Best
       Practice Groups in 9
       Industries



Currie Management Consultants, Inc.
Page 6
      Who We Are: Bob Currie

   • Background
         – Founded the Company in
           1973
         – Attended Boston College
   • Focus
         – Corporate Strategy
         – International and
           Channel Marketing
         – Business Financial Plans
         – Dealership Vision and
           Success


Currie Management Consultants, Inc.
Page 7
      Who We Are: Michelle Currie

   • Background
         – BA in Management
         – MA in Counseling Psychology
         – American Red Cross Board of
           Directors
         – Published Regional Living
           Magazine
   • Focus
         – Leadership Training
         – Personal Coaching
         – Business & Personal
           Development


Currie Management Consultants, Inc.
Page 8
      Who We Are: George Keen
   • Background
         – 10 Years Supporting and Selling
           Business Systems to Dealers
         – Joined CMC in 1996
         – Published 4 books
   • Focus
         – Dealer/Distributor Success and
           Profits
         – Sales/Account Management
         – Dealer Operations
         – Facilitates Dealer Groups
         – International Education



Currie Management Consultants, Inc.
Page 9
      Who We Are: George Russell
• Background
    – CNH European Management
    – VP Strategy & Business
      Development
    – Product & Marketing Director
• Focus
    –    Strategy
    –    Dealerization
    –    Companies Going Global
    –    Sustained implementation
        for long-term behavioral
        changes



Currie Management Consultants, Inc.
Page 10
      Who We Are: Matt Hicks

   • Background
         – St Michael‟s College BA
         – Asset & Credit Management
   • Focus
         – Dealer Groups & Operations
           Groups
         – Company Valuations
         – Turn Around Analysis
         – Dealer Operational
           Improvements




Currie Management Consultants, Inc.
Page 11
      Who We Are: Robin Currie

   • Background
          – Simmons College BA
          – Prince Program in Retail
            Management
          – 20 Years Sales Experience

   • Focus
          – Retail Marketing
          – Dealer Group Development
          – Financial Composites




Currie Management Consultants, Inc.
Page 12
      Who We Are: Felix VanHolzbeek

• Background
      – Dealer Development & Management
      – 12 Years at Citi Bank
      – Degrees from University of Brussels
        in Journalism, Germanic Languages
        & Commercial & Financial Services
      – Speaks 5 Languages
• Focus
      – Growing the European Client Base
      – Developing Dealer Groups
      – Strategic Marketing in Europe



Currie Management Consultants, Inc.
Page 13
      Who We Are: Anselmo H. Cueva
   • Background
         – 45+ years experience
         – 20 years as Director of a
           company with 2,000
           employees
         – Business Consultant
         – University Business Professor
           (140,000 students)
   • Focus
         –   Company Development
         –   Culture Change
         –   Seminars
         –   Trainings

Currie Management Consultants, Inc.
Page 14
      Who We Are: Heloisa Trincanato
   • Background
         – 20+ years experience
         – Graphics Sector Manager
         – 90 Branch Retail Manager
         – Languages: English, Italian,
           Portuguese
         – Attended FGV Business
           Administration School
   • Focus
         – Retail Consulting
         – Training for Sales Teams
         – Implementation of Currie
           Business Plan in Distributors




Currie Management Consultants, Inc.
Page 15
      Who We Are: Patricia Benedetto
• Background
     – Director Communication and Social
       Responsibility
     – Company Administrator with MBA
       and specializing in Third Sector/
       Responsibility
     – 20+ years experience
     – Languages: Portuguese, Italian,
       English
• Focus
    − Strategic Planning, Project
      Elaboration, Development of Social
      with Communities and
      Administration of Human Resources
      and Supplies
    − Marketing & Sales
Currie Management Consultants, Inc.
Page 16
     Who We Are: Claudio Trincanato
• Background
      – Engineering and Business Management
      – Director of large group of companies
      – Languages:
        English, Italian, Portuguese
      – 25 years experience
• Focus
      – Operating and Management in sector
        such as
        automotive, metallurgy, logistics, forei
        gn trade, mineral
        resources, reforestation, agribusiness
        and specific skills in Electric
        Sector, New Projects
        Development, Administrative and
        Operational Restructuring.

Currie Management Consultants, Inc.
Page 17
      Where We Do It
                                      • Client Base
                                        – 90%+ Industrial
                                          Distribution
                                        – 80% North America
                                           • (Office in Worcester, MA)
                                           • (Office in Chicago, IL)
                                        – 15% International
                                           • (Office in Bruxelles, Belgium)
                                        – 5% International
                                           • (Office in Sao Paulo, Brazil)




Currie Management Consultants, Inc.
Page 18
      What We Do
   • Company Strategic                • Personal Coaching
     Planning                         • Mergers &
   • Financial Modeling                 Acquisitions
   • Operational                      • Company Valuations
     Benchmarks                       • Industry Research
   • Leadership Training              • Profit Improvement
   • Best Practice Groups               Projects with Clients
   • Dealer Development               • Market Assessment
                                        & Redesign


Currie Management Consultants, Inc.
Page 19
       Best Practice Groups
       Dealer “20” Groups
   •   Yale Lift Truck Dealers
   •   Hyster Lift Truck Dealers
   •   Toyota Lift Truck Dealers
   •   Caterpillar Lift Truck Dealers
   •   ThermoKing Refrigeration
       Dealers
   •   Bandag Commercial Tire Dealers
   •   IR Air Compressor Distributors
   •   Kohler Power Generation
       Distributors
   •   Generac Power Generation
       Dealers
   •   Club Car Distributors & Dealers
   •   Liebert Air & Power Control
       Respresentatives
   •   Case Construction Dealers
   •   John Deere Agricultural Dealers
   •   Case & New Holland Agricultural
       Dealers
   •   JCB Construction Dealers

Currie Management Consultants, Inc.
Overview of a
   Successful Dealer
                                        Training Seminars
     Running Rental
      Successfully

Managing a Profitable
 Service Department

  Fleet Management

 Sales Department &
Account Management

     Coaching at the
       Sharp End
                                      Seminars for Managers,
                                      Owners & Sales People
Finding Profits in the
  Parts Department


Currie Management Consultants, Inc.
Page 21
        Achieving Profit Book Series
 •   In 2004 we began publishing our
     “Achieving Profit Potential” Series
 •   We began with the Service
     Department Workbook to focus on
     the dealership department with the
     largest opportunity for improvement
     for most dealers
 •   Fleet Management was written to
     help dealers organize and take
     advantage of a new approach many
     customers were asking them to
     take in their business
 • 2 new books coming in 2009
We are usually technical people by design and managers by default. What most of us don‟t
have is the technical manual for profitable service management. If you are reading George
Keen‟s book you have finally found the Service manual on your business, turn to the first
page and prepare to learn. Be careful this book could make you admired by your peers, a
hero by your company owner, and feared by your competitors; success does have its
responsibilities, enjoy the, this book can tell you how. Jim Knox, Service Manager, RP
Power
 Currie Management Consultants, Inc.
Page 22
      Sales Rep Improvement
• Program from 2006-2008                                Sales           Gross Profits
                                          $80,000,000                               $9,000,000
• We found that over 75% of the
      Top Sales Reps had specific         $70,000,000
                                                                                    $8,000,000
      goals                               $60,000,000
•     Less than 25% of the Bottom                                                   $7,000,000
                                          $50,000,000
      Sales Reps had specific goals
                                          $40,000,000                               $6,000,000
• Most dealers went from losing           $30,000,000
      profit on equipment sales to                                                  $5,000,000
      making profit after training  $20,000,000
      with Currie Management        $10,000,000
                                                                                    $4,000,000
      Consultants
                                             $0                                     $3,000,000
•     About $1,500,000 improvement
      per dealer                                          2006   2007     2008
•     Sales Reps retained increased
      their monthly gross profit by
      $7,000 each. ($84,000 /year)


    Currie Management Consultants, Inc.
Page 23
      Customer Testimonials
• As the old saying goes, „How do you know where you are going if
  you have not got a map to get there?‟
      – Currie Management Consultants has provided our company with
        the roadmap for over a dozen years. It was particularly important
        in 1993 when we suffered a devastating fire. By organizing ourselves
        and believing in the Currie Model we not only recovered, but
          prospered beyond what we thought possible.
          Duncan Murphy, President, Riekes Equipment
• Over the past 6 years Currie Management Consultants has been a
  constant catalyst driving profitability in our business.
      – Their capacity to drill down to the basic operating characteristics
        of each business unit has simplified our search for the best path to
        operational improvement.
          Jim McCurdy, Dealer Principal, Maine Commercial Tire




Currie Management Consultants, Inc.
Page 24
      Additional Testimonials
   • Michelle is a thorough and knowledgeable consultant to any
     level manager in a distributor organization.
         – The skills that Michelle teaches are practical and will
           improve the performance of not only the manager, but of
           the distributor itself. I highly recommend Michelle Currie and
           the Currie Management Consultants, Inc. management training
           curriculum.
             Brian Ledford, GM, ACF Powergen
   • Using Currie Management Consultants‟ Account Management
     has been a large contributor to maintaining revenue in a
     market where sales have been down 20-30%.
         – Our share is up. Our people see this company expanding as
           opposed to them being laid off.
             Don Van Houweling, Owner, Van Wall Equipment, Inc.




Currie Management Consultants, Inc.

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CMC Company Overview 2009

  • 1. 1 292 Lincoln Street Worcester, MA 01605 Tel: (508) 752-9229 Fax: (508) 752-9226 CMC@curriemanagement.com 333 E. Westminster, Apt. 3A Currie Management Lake Forest, IL 60045 Tel: (847) 219-7252 Fax: (508) 752-9226 Consultants, Inc GRussel@curriemanagement.com Rua Pedroso Alvarenga, 793 5th floor São Paulo, SP Brazil CEP 04531-010 Tel: (55-11) 9941-0393 Tel: (55-11) 9996-7294 Fax: (55-11)2935-2225 CMCBrazil@curriemanagement.com The Consultants that Create Results Ninoofsesteenweg 255 B-1700 Dilbeek, Belgium Tel: 011-32-2-454-5194 Fax: 011-32-2-454-5195 currie.management@euronet.be
  • 2. Page 2 What We Do • Our mission at CMC is • Our service theme at CMC is: to: – We create profit enhancing solutions to strategic and – Provide services to operational issues: maximize the business • For: and personal goals of our – Business Executives clients – Senior Management – Provide services that expand our clients‟ • Through: expectations and – 30+ years of experience capabilities – Knowledgeable consultants – Place great value on our • Business Areas clients‟ long-term as well – Management Consulting as short-term goals – Systems Integration – Captive Insurance Currie Management Consultants, Inc.
  • 3. Page 3 We Are Known By Our Clients Currie Management Consultants, Inc.
  • 4. Page 4 Clients and Industries Clients Industries • Caterpillar • Construction Equipment • Deere & Co. • Agricultural Equipment • Case/New Holland • Industrial Compressors • Ingersoll-Rand • Industrial Forklifts • NACCO • Transport Refrigeration • Kohler • Office/Hearth Products • Hon Industries • Commercial Tires • Bridgestone • Retread Tires • Bandag • Power Systems / Generators • Generac • HVAC/R & Power Conditioning • Lindsay Irrigation
  • 5. Page 5 Who We Are • Staff – Partners: 4 – Consulting Staff: 8 – Administrative Staff: 5 • Experience – 30+ years – Active Corporate Clients: 8 – Active Dealer/Distributor Clients: 400+ – Facilitate 20+ Best Practice Groups in 9 Industries Currie Management Consultants, Inc.
  • 6. Page 6 Who We Are: Bob Currie • Background – Founded the Company in 1973 – Attended Boston College • Focus – Corporate Strategy – International and Channel Marketing – Business Financial Plans – Dealership Vision and Success Currie Management Consultants, Inc.
  • 7. Page 7 Who We Are: Michelle Currie • Background – BA in Management – MA in Counseling Psychology – American Red Cross Board of Directors – Published Regional Living Magazine • Focus – Leadership Training – Personal Coaching – Business & Personal Development Currie Management Consultants, Inc.
  • 8. Page 8 Who We Are: George Keen • Background – 10 Years Supporting and Selling Business Systems to Dealers – Joined CMC in 1996 – Published 4 books • Focus – Dealer/Distributor Success and Profits – Sales/Account Management – Dealer Operations – Facilitates Dealer Groups – International Education Currie Management Consultants, Inc.
  • 9. Page 9 Who We Are: George Russell • Background – CNH European Management – VP Strategy & Business Development – Product & Marketing Director • Focus – Strategy – Dealerization – Companies Going Global – Sustained implementation for long-term behavioral changes Currie Management Consultants, Inc.
  • 10. Page 10 Who We Are: Matt Hicks • Background – St Michael‟s College BA – Asset & Credit Management • Focus – Dealer Groups & Operations Groups – Company Valuations – Turn Around Analysis – Dealer Operational Improvements Currie Management Consultants, Inc.
  • 11. Page 11 Who We Are: Robin Currie • Background – Simmons College BA – Prince Program in Retail Management – 20 Years Sales Experience • Focus – Retail Marketing – Dealer Group Development – Financial Composites Currie Management Consultants, Inc.
  • 12. Page 12 Who We Are: Felix VanHolzbeek • Background – Dealer Development & Management – 12 Years at Citi Bank – Degrees from University of Brussels in Journalism, Germanic Languages & Commercial & Financial Services – Speaks 5 Languages • Focus – Growing the European Client Base – Developing Dealer Groups – Strategic Marketing in Europe Currie Management Consultants, Inc.
  • 13. Page 13 Who We Are: Anselmo H. Cueva • Background – 45+ years experience – 20 years as Director of a company with 2,000 employees – Business Consultant – University Business Professor (140,000 students) • Focus – Company Development – Culture Change – Seminars – Trainings Currie Management Consultants, Inc.
  • 14. Page 14 Who We Are: Heloisa Trincanato • Background – 20+ years experience – Graphics Sector Manager – 90 Branch Retail Manager – Languages: English, Italian, Portuguese – Attended FGV Business Administration School • Focus – Retail Consulting – Training for Sales Teams – Implementation of Currie Business Plan in Distributors Currie Management Consultants, Inc.
  • 15. Page 15 Who We Are: Patricia Benedetto • Background – Director Communication and Social Responsibility – Company Administrator with MBA and specializing in Third Sector/ Responsibility – 20+ years experience – Languages: Portuguese, Italian, English • Focus − Strategic Planning, Project Elaboration, Development of Social with Communities and Administration of Human Resources and Supplies − Marketing & Sales Currie Management Consultants, Inc.
  • 16. Page 16 Who We Are: Claudio Trincanato • Background – Engineering and Business Management – Director of large group of companies – Languages: English, Italian, Portuguese – 25 years experience • Focus – Operating and Management in sector such as automotive, metallurgy, logistics, forei gn trade, mineral resources, reforestation, agribusiness and specific skills in Electric Sector, New Projects Development, Administrative and Operational Restructuring. Currie Management Consultants, Inc.
  • 17. Page 17 Where We Do It • Client Base – 90%+ Industrial Distribution – 80% North America • (Office in Worcester, MA) • (Office in Chicago, IL) – 15% International • (Office in Bruxelles, Belgium) – 5% International • (Office in Sao Paulo, Brazil) Currie Management Consultants, Inc.
  • 18. Page 18 What We Do • Company Strategic • Personal Coaching Planning • Mergers & • Financial Modeling Acquisitions • Operational • Company Valuations Benchmarks • Industry Research • Leadership Training • Profit Improvement • Best Practice Groups Projects with Clients • Dealer Development • Market Assessment & Redesign Currie Management Consultants, Inc.
  • 19. Page 19 Best Practice Groups Dealer “20” Groups • Yale Lift Truck Dealers • Hyster Lift Truck Dealers • Toyota Lift Truck Dealers • Caterpillar Lift Truck Dealers • ThermoKing Refrigeration Dealers • Bandag Commercial Tire Dealers • IR Air Compressor Distributors • Kohler Power Generation Distributors • Generac Power Generation Dealers • Club Car Distributors & Dealers • Liebert Air & Power Control Respresentatives • Case Construction Dealers • John Deere Agricultural Dealers • Case & New Holland Agricultural Dealers • JCB Construction Dealers Currie Management Consultants, Inc.
  • 20. Overview of a Successful Dealer Training Seminars Running Rental Successfully Managing a Profitable Service Department Fleet Management Sales Department & Account Management Coaching at the Sharp End Seminars for Managers, Owners & Sales People Finding Profits in the Parts Department Currie Management Consultants, Inc.
  • 21. Page 21 Achieving Profit Book Series • In 2004 we began publishing our “Achieving Profit Potential” Series • We began with the Service Department Workbook to focus on the dealership department with the largest opportunity for improvement for most dealers • Fleet Management was written to help dealers organize and take advantage of a new approach many customers were asking them to take in their business • 2 new books coming in 2009 We are usually technical people by design and managers by default. What most of us don‟t have is the technical manual for profitable service management. If you are reading George Keen‟s book you have finally found the Service manual on your business, turn to the first page and prepare to learn. Be careful this book could make you admired by your peers, a hero by your company owner, and feared by your competitors; success does have its responsibilities, enjoy the, this book can tell you how. Jim Knox, Service Manager, RP Power Currie Management Consultants, Inc.
  • 22. Page 22 Sales Rep Improvement • Program from 2006-2008 Sales Gross Profits $80,000,000 $9,000,000 • We found that over 75% of the Top Sales Reps had specific $70,000,000 $8,000,000 goals $60,000,000 • Less than 25% of the Bottom $7,000,000 $50,000,000 Sales Reps had specific goals $40,000,000 $6,000,000 • Most dealers went from losing $30,000,000 profit on equipment sales to $5,000,000 making profit after training $20,000,000 with Currie Management $10,000,000 $4,000,000 Consultants $0 $3,000,000 • About $1,500,000 improvement per dealer 2006 2007 2008 • Sales Reps retained increased their monthly gross profit by $7,000 each. ($84,000 /year) Currie Management Consultants, Inc.
  • 23. Page 23 Customer Testimonials • As the old saying goes, „How do you know where you are going if you have not got a map to get there?‟ – Currie Management Consultants has provided our company with the roadmap for over a dozen years. It was particularly important in 1993 when we suffered a devastating fire. By organizing ourselves and believing in the Currie Model we not only recovered, but prospered beyond what we thought possible. Duncan Murphy, President, Riekes Equipment • Over the past 6 years Currie Management Consultants has been a constant catalyst driving profitability in our business. – Their capacity to drill down to the basic operating characteristics of each business unit has simplified our search for the best path to operational improvement. Jim McCurdy, Dealer Principal, Maine Commercial Tire Currie Management Consultants, Inc.
  • 24. Page 24 Additional Testimonials • Michelle is a thorough and knowledgeable consultant to any level manager in a distributor organization. – The skills that Michelle teaches are practical and will improve the performance of not only the manager, but of the distributor itself. I highly recommend Michelle Currie and the Currie Management Consultants, Inc. management training curriculum. Brian Ledford, GM, ACF Powergen • Using Currie Management Consultants‟ Account Management has been a large contributor to maintaining revenue in a market where sales have been down 20-30%. – Our share is up. Our people see this company expanding as opposed to them being laid off. Don Van Houweling, Owner, Van Wall Equipment, Inc. Currie Management Consultants, Inc.