Copernicus Solutions

* Partnering with world-changing organizations to maximize impact through strategic consulting and personalized talent development.
* Developed the Continuity of Learning Playbooks for the CCEE to assist California LEAs in preparing for the new school year during COVID.  
* Advised on the opening of innovative schools both in the US and abroad. 
* Provided executive coaching for leaders at all levels.

Chief Executive Officer

California Charter Schools Association

* Led the organization’s two revenue-producing teams (Membership and Conference), a special project team (Diversity in Leadership), as well as three support teams (Data & Analytics, Operations, and IT) in addition to related consultants to ensure optimum efficiency and mission alignment.
 
* Created and launched a new formal Diversity, Equity and Inclusion program to grow the number of leaders of color in California leading charter schools to decrease the representation gap between school leaders and the students they serve. Forged partnerships with other national organizations to advance the program in advance of growing it statewide.

Chief Operating Officer / Deputy Chief Operating Officer

* Maintained high quality board, advisory council relations and compliance under a tandem operations mode (501c3/c4) to achieve greater civic impact on behalf of the 1,265 public charter schools in California serving over 630,000 students and growing at a rate of approximately 10% a year. 

* Re-imagined internal Organizational Health efforts to properly gauge and improve staff satisfaction as well as to increase talent density through manager coaching and personnel development. 

* Overhauled and shepherded the strategic planning process for the organization and its 10 distinct teams (150 employees) as well developed and maintained metrics to ensure progress towards objectives.

Deputy Chief of Staff

* Set the vision and ensure alignment of internal data, operations, and information technologies efforts to larger strategic goals for a 35MM/year organization of 150 staff; directed and developed team staff of 12 as well as overseeing 10+ teams of consultants and 49 distinct information systems that empower a state wide organization with a geographically distributed staff.

* Created a new civic and engagement data team to provide cross-team operational and data support to community organizing as well as voter registration and electoral efforts throughout the state. Increased the number of contacts 4x (from 65k to 243k) in the organization’s database in just 2 years.

Managing Director, Data, Operations & Information Technologies

* Created a new on-boarding process and training program to integrate new hires into CCSA's culture and speed up transition into the organization’s complex work streams. New employees reported a 96% satisfaction rate with the new onboarding experience.  

* Developed and delivered real-time data dashboards for all teams across the state to ensure transparency and alignment to mission and vision, and to facilitate the yearly strategic planning process. Efforts also resulted in increased adoption of data tools, improved overall data quality, drove collaboration and accountability, and streamlined grant writing and reporting.

Director, Operations & Information Technologies

* Conceptualized and took on new role for the organization. 

* Deployed a Single-Sign-On solution, moved organization into a single database (Salesforce), implemented a document collaboration platform (Box). As a result, realized productivity gains of 26 hours/year per FTE; decreased infrastructure costs by 8% and telecommunication costs by 42% by leveraging state grant opportunities; reduced volume of internal emails by 16%; and increased staff overall satisfaction with organizational technology.

Director, Information Technologies

Designed and implemented a scalable support system for the nation’s first statewide achievement data and coaching program that grew from 0 to almost 300 schools (over 85,000 students) in two years, meeting or exceeding all program and funding milestones.

Deputy Director, ZOOM! Data Source

UCLA Extension

Instructor, Charter School Policy, Finance, and Administration Certificate Program

Camino Nuevo Charter Academy

Director of Information Technologies

Consulate General of Brazil in Los Angeles

Director of  Project Management & Information Technology

Roxbury Capital Management, LLC

Internet Manager / Project Manager

Nonprofit leader with 20 years of leadership experience, creative approaches, and consistent results.
Skilled in program management, strategic planning, organizational culture, and technology.
Passionate about  innovation, continuous improvement, and serving others. 

I've once described my job as finding ways of doing new things, finding ways of doing existing things better, finding ways to stop doing things we should not be doing, and finding and nurturing talent along the way.

Daniel Assisi, Ed.D., PCC, PMP

What an inspiring week at Cambridge Judge Business School as we celebrated the graduation of the latest cohort of the Senior Management Programme for Latin America. 🧑‍🎓 📜 

This group of 34 leaders from 12 countries brought curiosity, courage, and a deep commitment to creating impact across their organizations and communities. Watching them connect ideas with real-world challenges — and with each other — has been a privilege.

I’m grateful to play a small part in a programme that blends world-class teaching, thoughtful design, and a strong culture of reflection and growth. Every cohort reinforces the power of bringing diverse leaders together to learn, challenge assumptions, and support one another. 

A big thank you to Suzanne Weeks for her leadership and umatched commitment to excellence that makes a team of talented leadership consultants come together to provide meaningful individualized professional development opportunities to all participants. (Looking at you Katie Dardagan , Estefanía Yome, Miguel Ángel Sanz, PhD , Eva Fernández Jordana, and Delphine Bondu!) 

Congratulations to all the graduates — the work ahead is important, and you’re leaving Cambridge with the clarity and momentum to make it happen.  👏 

#Cambridge #CJBS #PersonalDevelopment

Daniel Assisi, Ed.D.

Growing people and programs that change the world | Leadership Consultant | Executive Coach

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So excited to share that National University of Natural Medicine has secured the purchase of the Woolworth Building in downtown Portland as the school's new site. 

Facilities are much more than walls and windows; they set the tone for the culture and learning that will take place for years to come. I am thrilled that the NUNM community will have a great new home to continue to advance the important mission of having natural medicine play a greater role in our society. 

There has never been a more exciting time to be a student at NUNM! 

Thinking of going into natural medicine? Reach out to NUNM! 

Congrats to Melanie Henriksen, ND, LAc, CNM, Iris Sobottke MA, NCC , my fellow board members, and the incredibly talented and dedicated team at NUNM, who have helped make this a reality. 

#NaturalMedicine #NUNM

View company: National University of Natural Medicine

Today marks a truly historic moment for NUNM.
We’ve finalized the purchase of the Woolworth Building, the place that will become our new home.
This isn’t just a campus move. It’s a celebration of who we are and who we’re becoming. A space where our students, clinicians, researchers, and staff can come together under one roof to learn, to heal, to innovate, and to build the future of integrative health.
For everyone who has believed in NUNM’s mission, thank you. This is your milestone too.
🔗 Read the full announcement: https://lnkd.in/gENCGnyQ

#NUNM #NaturalMedicine #News #Campus

Rocky Mountain Valuations

As the founder of Rocky Mountain Valuations and a Chartered Financial Analyst, I leverage over twenty-five years of expertise in valuations, private equity, mergers and acquisitions, and capital markets to help entrepreneurs and business owners uncover the true value of their life’s work.

My journey as an entrepreneur, combined with my background in psychology, has taught me that I’m not simply valuing a business—I’m appraising something uniquely cherished, much like a fine piece of art. I’m passionate about translating financial data into clear, actionable insights, empowering founders to confidently negotiate, attract investors, and strategically plan their future. With experience spanning over a thousand projects across the United States, Canada, and more than fifty other countries, I adapt my valuations to diverse market environments.

Clients value my approachable style and commitment to simplifying sophisticated financial concepts, giving them the clarity needed to seize opportunities, avoid pitfalls, and fully realize the worth they’ve created.

Founder 

Steepe & Co

At Steepe & Co., I serve as a Trustee of the U.S. Bridge Loan Fund Trust, a private credit feeder fund for Canadian Institutions, Family Offices, and Pension Funds.  My role focuses on leading research initiatives on US-based private and public debt/credit funds in which USBLF invests.

Trustee and Private Credit Analyst

The Dales Report

Every week, after in-depth research, we discuss five small-cap opportunities. We share which ones we would buy and which ones seem like traps. Join the other 40K YouTube subscribers who watch the show each Sunday at 8 pm EST.

https://www.youtube.com/@TheDalesReport

Co Host - Podcast Small Cap Sunday

SentimenTrader

Sundial Capital was established in the year 2000 and is most well known for its website Sentimetrader.com. SentimenTrader.com focuses on the objective application of investor sentiment, as well as breadth- and price-based analysis to spot lower-risk, higher-reward opportunities. 

The analysts of Sentimentrader were quoted over 60 times in 2021 by media, including the WSJ, Bloomberg and Financial Times. You can try a free daily highlight or risk-free trail of Sentimentrader.com research.

Sundial Capital is a subsidiary of Elixir Technology.

Chairman of the Board and CEO

Elixir Technology Inc.

Elixir Technology is a FinTech company. Our customizable software is designed to automate portfolio manager’s trading activities. The software significantly increases trading efficiency, accuracy, and profitability. The company also uses the software in its own proprietary trading in the currency, commodity and government bonds market. Elixir is the majority owner of Sundial Capital Research best known for it brand: www.sentimentrader.com

Director

Eiffel Peak Capital

At Eiffel Peak Capital, I led efforts in principal investments and advisory services, securing ownership stakes in four companies by focusing on market position, financial strength, and growth potential. I provided strategic guidance to portfolio companies, including market research, private offering structuring, and branding, to prepare them for successful capital raising in private markets. Leveraging relationships with institutional and family office investors, I delivered due diligence and research insights on alternative investments, private placements, and small-cap public companies, addressing inefficiencies in capital markets.

Pinnacle Wealth Brokers EMD

After ExemptAnalyst was purchased by Pinnacle in 2012, I took leadership of Pinnacle's Corporate Finance Department. In January 2014, for the second year in a row, Pinnacle has been named by Alberta Venture Magazine as one of the 50 Fastest Growing companies in Alberta. In 2013, Pinnacle was recognized by Profit Hot 50 as the ninth-fastest growing company in its National ranking. 

Some of Pinnacle's Recent Capital Raises and Engagements Have Included:
1. Lead + Advisory - SecureCare $135M debenture
2. Co-Lead -Invico $18M units
3. Lead + Advisory - Weslease $24M units
4. Lead + Advisory - ClearSky $10M car wash LBO
5. Co-lead - $100M OmniArch debentures
6. Canadian Lead + Advisory- A2A Capitals $80M units
7. Co-Lead - $18M EquiCapita’s LBO of Metercor and Levy Machinery
8. Co-lead – Enercapita $15M asset purchase
9. Co-lead + Advisory - Rockspring Capital’s $25M 2013 and $25M 2014
10. Lead - Tandem Capital’s $11M equity 
11. Advisory + Lead $10M facility for private home builder
12. Lead - Canadian Coyote’s $13M equity
13. Syndicate - Centurion Apartment REIT $190M equity
14. Syndicate - Walton Georgia Land $20M units
15. Syndicate - Walton $80M debentures
16. Lead - TerraPro Headwind $12M units
17. Co - Lead - Calgary Airport Hampton and Homewood Suites $17M preferred shares

Current Buy-Side Mandates:
1. $5 to $50M Real Estate Post Zoning and Approval Development
2. $50M Senior Housing 
3. $50 to $100M Green Energy Post Approval 
4. $25 to $100M mature operating business with stable cash flow

Fairness Opinions:
1. Tandem Capital
2. Fortress Real Capital 6th and 10th

Recent Private Company Advisory Engagements:
1. Biotech 
2. Food Company 
3. Oil and Gas Exploration 
4. Clean Energy 
5. Leverage Buy Out 
6. Company Receivership and Restructure

Managing Director, Corporate Finance

ExemptAnalyst (Aquired by Pinnacle Wealth Brokers EMD)

ExemptAnalyst became the largest financial research firm in Canada that specialized in Private Debt and Equity. Under William's leadership, ExemptAnalyst became well known by formally conducting due diligence on over 200 Private Equity and Debt Transactions. 

Clients included multiple Exempt Market Dealers, Portfolio Managers, Pension Funds, IIROC and Mutual Fund Dealers. William provided opinion on transactions in thirteen countries including Canada, USA, Mexico, Belize, Honduras, Panama, Costa Rica, St. Lucia, Dominican Republic, China, Kenya, Hungary and Taiwan. ExemptAnalyst covered many sectors including Oil and Gas, Real Estate, Leasing, Agriculture, Financial, Biotech, Technology, Hedge Funds, Solar, Hydro and Oil Services. 

ExemptAnalyst was featured in Alberta Venture Magazine in 2011. William also wrote the first whitepaper on the Exempt Market, which focused on the industry's cost structures. ExemptAnalyst was fully acquired by Pinnacle Wealth Brokers in September 2012.

Most notably advised on the successful acquisition of Wes-tower Communication by Exchange Income Corporation for $79 M.

Founder and CEO

Western Exempt Market Association

The Western Exempt Market Association (WEMA) was founded in 2011 by a group of dealers, issuers, and service providers who are involved in the exempt market securities industry in Western Canada. The founders of WEMA recognized an ongoing need to collaborate, evaluate, and communicate regarding the effects of some of the ideas brought forth by our industry's regulatory and governing bodies.

Operating as a non-profit organization, WEMA stands united as a collective voice speaking loud and clear on behalf of all those in the exempt market industry throughout Western Canada.

Director and Founding Member

National Bank Financial

Provided coverage of over 200 public securities for the globally BP Global and BP Canadian Income Funds.

Analyst/Trader for BP Global and Canadian Income Funds

I am a CFA (Chartered Financial Analyst) with over 25 years of experience in capital markets, including valuation, private equity, mergers and acquisitions, trading, startup fundraising, and research. I have worked on over 1,000 projects, with my financial models and company ratings published on Bloomberg, Reuters, FactSet, and S&P Global Terminals. As a Trustee on a US Private Credit and Equity Fund, I bring direct insight into investor decision-making and capital strategies.

Having worked across all 50 U.S. states, every Canadian province, and more than 50 countries, I understand diverse markets and cultural dynamics, which enhances my ability to deliver tailored financial strategies. Previously, I served as a finance instructor at the University of Toronto, equipping professionals with practical financial expertise. I am also the author of seven books, available on Amazon, and am pursuing a Master’s in Psychology to further refine my communication and analytical skills.

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