David Shavzin, CMC© (Certified Management Consultant*) is President/Founder of Shavzin & Associates, Inc. (SAI). He excels in guiding the partners and leadership teams of client firms through the complex challenges of strategic planning and decision-making…bringing together solutions that effectively address all areas of the organization. He brings an outside, objective and candid perspective in guiding client firms to success – always gaining an understanding of the organization’s needs and then adapting SAI’s process to their specific situation
David has over 25 years of experience in large corporate environments, small businesses and consulting to management. He has held senior management roles in each of these areas and understands their respective constraints and opportunities. This has provided him a very comprehensive understanding of all functions within an organization and how they relate to each other. David has also created two businesses of his own.His early career was in banking and financial roles, followed by a position on Freddie Mac’s corporate planning team. David then spent 12 years with Aventis. This included four years in Europe in corporate finance and global mergers and acquisitions work. He was later appointed Vice President of Operations & Finance for a North American subsidiary.
Consulting since 2000, David has been president of the Institute of Management Consultants (Georgia chapter) and is currently Vice President of Strategic Alliances. He is a member of the World Trade Center – Atlanta and the Association for Strategic Planning. David is on the Advisory Board of the Joshua Brown Foundation and has served on the Board of the Fulton Education Foundation. He is an alumnus of Leadership North Fulton and subsequently served on its Board.
David earned an MBA from George Washington University and a BA in International Relations and French from the University of Wisconsin. He is fluent in French, conversational in Spanish. He lives in the Atlanta area with his wife and three children.
Since 1995, the Alpharetta law firm of Morgan & DiSalvo P.C. has been helping individuals and families plan and prepare for the many changes that life brings. Primary practice areas for the firm include protection and distribution of family assets, real estate, tax minimization and business succession planning.
Richard M. Morgan has been practicing law in Georgia for 17 years. With estate, tax and charitable gift planning as his primary practice areas, Richard prides himself on bringing peace of mind to individuals and families in traditional and special situations related to significant life events. Richard also specializes in business succession planning, tax controversies and other wealth management and planning needs.
Richard’s work is differentiated by his level of service and detail, technical and analytical capabilities and problem solving approach to estate and tax planning. As a leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council, and the Georgia Planned Giving Council. Richard also serves in leadership positions with several significant Atlanta based charitable organizations, such as the Jewish Federation, Jewish Family and Career Services as well as his temple, Congregation B’nai Dorot.
Richard received his B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate planning, charitable gift planning and other tax related topics.
Vince Gurzo is an experienced President/CEO/Board member of several mid-sized general manufacturing and chemical companies. In these and previous executive positions, he has created value for shareholders leading organizations of $20 million to $600 million through growth, restructurings, M&A, Joint Ventures and globalization.
Vince has held positions at Merck & Co, Inc., Union Carbide Corporation, International Specialty Products, LaRoche Chemical and several Private Equity sponsored companies. His assignments include operating and management roles in Sales, Marketing, Manufacturing and Research and Development prior to general and executive management.
At Laroche Chemical as Corporate VP, he shared COO responsibility and directly managed 4 divisions and 2 JVs. The teams he led revitalized two of those divisions, consistently improving financial and operating performance. Earlier at International Specialty Products he served in senior sales and marketing roles. At Union Carbide, now Dow Chemical, he was responsible for the U.S. and European manufacturing and R&D for a $100 million subsidiary. He began his career at Merck & Co, Inc. as a manufacturing engineer.
After a successful corporate career, Vince entered Private Equity as President / CEO / Board member. With “hands on” management, he initially stabilized each company’s operations and finances. He then set and successfully implemented the strategic direction for each company; Most recently, Vince raised $25 million in committed capital and was the Founding Partner of a boutique Private Equity firm, Grove & Mercer Chemical Investments, looking to leverage his operating experience in an M&A transaction.
Vince is from Jersey City, and earned a degree in Chemical Engineering at Rutgers University, and an MBA from Pace University’s Executive Program. He is a Certified Six Sigma Green belt and Lean Engineer. He is the named inventor on several patent applications and has received the Key to the City of Baton Rouge Louisiana for revitalizing the Alumina Division while at LaRoche Chemical.
Jim is a 32 year veteran of the industry. Before the creation of DocuTeam in 1997, Jim was President of two different Atlanta branch offices of major conglomerates in the office machines industry. These were big successful operations with a huge turnover, lots of employees and, of course, lots of customers. Previously Market Place President for Ikon with revenues of $120m per annum, Jim is co-owner of DocuTeam, Inc., one of the largest dealers in the South Eastern States, with current revenues of $30m
