Dan has been training, coaching and consulting in the areas of strategic planning, leadership development and balanced scorecard for the past 20 years. Prior to that he had a 15-year career in IT project management and early career experience in mental health counseling and HR. He has led strategy and balanced scorecard training courses in the U.S., Canada, and Middle East, and led the development of strategic plans for dozens of clients. His industry experience includes health care, technology, human services, higher education, natural products, utilities, government, financial services, social entrepreneurship, and construction.
Prior to founding Agile Strategies, Dan was Vice President of Professional Services for the Balanced Scorecard Institute and led the company’s consulting practice. He is co-author of The Institute Way: Simplify Strategic Planning and Management with the Balanced Scorecard (The Institute Press, Cary, NC, 2013). His previous professional consulting experience includes work with Accenture and Ernst & Young, as well as management positions in financial services, health care, and technology.
In parallel with his business career, Dan has been a student of yoga and mindfulness practices since his teens. This diversity of perspective informs a holistic, human centered point of view on how culture, leadership, technology and work process impact customer value and financial performance.
Dan has an MBA from the University of Colorado, as well as a Masters in Buddhist and Western Psychology from Naropa University, in Boulder, Colorado.