Log in

Consulting 101: Panel Discussion with Three Experienced Consultants

  • February 16, 2023
  • 11:00 AM - 12:00 PM (PST)
  • Online(PT time)
  • 63


  • We will verify your email address with OPWL department. Please register with the email address that you use for OPWL department. We strongly encourage you to use your school email address for registration. Thank you!
  • If you are a college student, we strongly encourage you to use your school email address for registration.

Registration is closed

BABS's 2023 Consulting Series aims to help you launch your own consulting business with confidence, and enhance the business you have already started. 

Consulting 101, the first webinar of Consulting Series, is a panel discussion. It is led by three experienced consultants who have been where you are and will take you on a 1-hour journey from “not knowing where to start” to taking on your first client more confidently. You will take away a proven framework for organizing and/or auditing your consulting role and practice.

In order to customize this event, particularly for you, please leave your questions on this Google doc when registering so that our experts can provide you with the specific insights and tools you are looking to acquire. 

Dr. Roger M. Addison, certified in performance improvement technologies (CPT), is an internationally respected practitioner of performance improvement consulting and chief performance officer of Addison Consulting.

Roger was the senior director of human performance improvement for the International Society for Performance Improvement (ISPI) and responsible for educational programs and implementing performance improvement systems. Prior to his work with ISPI, Roger was vice president and manager at Wells Fargo Bank. His responsibilities included executive coaching and education, change management, organizational development, and partnering with senior leaders and line managers to improve performance.

Roger consults with Fortune 500 organizations to help them align their business requirements with bottom-line results. He has more than 30 years of experience helping line and staff managers improve the performance of their employees, processes, and the organization’s mission and vision. Roger has successfully implemented performance improvement and organizational development initiatives in such sectors as financial services, insurance, public utilities, health care, technology, retail, and others.

Roger is a frequent speaker at ISPI, the International Federation of Training and Development Organisations (IFTDO), the Association for Talent Development and Business Process Management conferences.

Topics include performance technology, performance architecture, reengineering, information design, mentoring, consulting, project management, and communication networks. His evidence-based approach and consulting skills have taken him throughout North America, South America, Asia, Europe, Africa, and the Middle East.

Roger received his master and doctorate degrees from Baylor University. His professional accomplishments include:

  • Past President and Chair of the Board, IFTDO
  • Past President of ISPI
  • Professional Service Award, ISPI
  • Member of the Year, ISPI
  • Organization of the Year, ISPI
  • Member for Life, ISPI

In 2010, Roger received the Gilbert Distinguished Professional Achievement Award, and in 2012 he received the Rummler Award for the Advancement of Performance Improvement, both from ISPI. His book, Performance Architecture, was selected for the 2010 Award of Excellence. In 2011 the Association for Behavior Analysis International selected Roger as the B. F. Skinner Lecturer. He can be reached at

Margo Murray, MBA, CPT, C-EI, earned ISPI’s highest honors – Outstanding Member, Member for Life, President, and in 2017 The Geary Rummler Award for Performance Improvement. A volunteer Officer and Committee Chair for ISPI for many years, current “Historian,” reviewer for CPT Applications, and Advisor to Bay Area/Boise State Chapter. Margo has served as mentor to many ISPI leaders. 

Margo’s thought leadership is evidenced by the many projects she has managed for public and private sector organizations worldwide, seeing opportunities and potential that are daunting to others. Always focused on results, she has added value in partnership with clients on performance improvement processes, utilizing her systems proven innovative models for strategic planning and facilitated mentoring. Margo values most the results in using these strategies to leverage scarce resources for reproductive health leadership in Africa, Asia, and Latin America, and with mentoring processes for youth in School to Work.

Margo has been an invited speaker at many International, Regional, and National events, including USAID and the United Nations Secretariat. Her custom designed programs and published articles have won professional awards and White House Recognition for Excellence, and are translated into Swedish, Spanish, French, Japanese, Korean, and Arabic. She is Founding Faculty of the Emotional Intelligence Training & Research Institute, and recipient of the first Personal Excellence Award from Emotional Intelligence Learning Systems.

Margo believes - and behaves - that it is a tragic waste of human resources for any generation to learn by trial and error what someone has already learned, and she passes it on.

Carol M. Panza is known for her outside-in, results/accomplishment-focused analysis skills for effective, sustainable performance improvement. She uses organization mapping as a key analysis, communication and people engagement tool and is very experienced at helping others to build their analysis skills.

Carol was Senior Associate at Applied Performance Analysis and The Rummler Group before forming CMP Associates in 1985. She has worked with clients from a broad range of industries and countries over the years. A small sample of her diverse client base includes, ABB (India), Bell Communications Research (Bellcore), British Oxygen, Casio, Dynamic Healthcare Services, EMO Nuclear Power Plant (Czechoslovakia), Exxon International, Indiana Bell Telephone, Sherwin-Williams (Stores Group, Automotive Aftermarket, Specialty Brands), Telcordia/SAIC, The Associates Financial Services, and Xport – International Trade Organization of the Port Authority of NY and NJ.

She is very active professionally, serving on the Board as well as committees and task forces, over the years, as requested, for ISPI (global) in addition to locally for the NJ Chapter and supported, as an advisor, and/or been on the Board of Directors for ISPI EMEA (Europe, Middle East, Africa), since its inception, currently serving as President.

She is pleased to be serving as an advisor to ISPI BABS at present. Carol was the recipient of the ISPI Distinguished Service Award (2007) and was awarded Honorary Life Member of the Society (2014). Other related professional contributions include, serving from 2007 through 2018 (including election to the role of Board Chair) on the Board of the International Federation of Training and Development Organizations (IFTDO), to which ISPI has belonged for many years, as a member organization. As an example of “giving back,” Carol acted as lead consultant for a comprehensive opportunity analysis to benefit the Borough of Bernardsville, NJ on a pro bono basis as a public service. The performance infrastructure and improvement recommendations presented, were accepted by the Borough Council with the intent to use the Summary of Findings and Recommendations and a collection of Borough function organization maps, as important management tools and guidance. Carol was also Project Manager, along with Roger Addison, for the first very successful ISPI Community Service Project, undertaken for the outstanding Settlement Music School (SMS) in Philadelphia. The team successfully helped SMS to help itself in its ongoing efforts to become “even better.”

Carol holds a BS in Business Administration (Marketing) and an MBA. She was one of the first to receive ISPI’s CPT, after the certification was established.

Powered by Wild Apricot Membership Software