Kepner-Tregoe Veteran Leader Bill Baldwin Steps into CEO Role to Lead Organization into Next Era


May 9, 2018


Kepner-Tregoe Veteran Leader Bill Baldwin Steps into CEO Role to Lead Organization into Next Era

In conjunction with the firm’s 60th anniversary milestone celebrating excellence in operations, IT consulting and training, Baldwin assumes role at exciting juncture and prepares to lead the organization’s continuing growth.


(Princeton, N.J. – May 9, 2018) – Kepner-Tregoe, a global management consulting firm focused on operational excellence, IT service management and training, has promoted veteran Chief Operating Officer Bill Baldwin to the Chief Executive Officer position effective immediately. With more than two decades of experience at Kepner-Tregoe, Baldwin will draw upon his deep knowledge of the consulting industry and experience running a global organization to lead the team into its next era of growth.

As the COO, Baldwin was responsible for the day-to-day leadership of the worldwide operations of the firm, offering direction and insight to the regional and corporate leadership teams located in North America, EMEA, Southeast Asia, Australia, and Japan. Baldwin has a rich operational history in all aspects of a multi-national company and deep experience working with clients across a wide range of industries.

In the CEO role, Baldwin will continue his leadership of the team and worldwide operations, and focus on developing a vision for the future that aligns with the corporate strategy, and continues to increase profitable revenue growth through the value that KT creates for its client organizations.

“We promoted Bill to COO in 2016 after his superior track record in various roles across our organization,” said Andy Cook, Chairman of the Board. “He assumed this position at a critical time, and was charged with improving our financial stability and concurrently driving strategic initiatives. Bill exceeded our expectations, accomplishing that and more. I am confident that Bill’s steady leadership and his ability to guide the organization will continue to propel us into the future with strong momentum.”

Baldwin joined Kepner-Tregoe in 1997 and was named to the Board of Directors in 2002 upon becoming Chief Financial Officer. He has served as board secretary for the last decade. Baldwin continued to execute on the responsibilities of the CFO position while attending to his operational management responsibilities. He led Kepner-Tregoe’s strategic plan implementation and has oversight of the legal, information technology, facilities and human resources teams.

“I am proud to have provided two decades of leadership to Kepner-Tregoe and honored to step into this critical and visible role, particularly as we commemorate 60 years of client service,” said Baldwin. “We have accomplished many milestones as an organization and on behalf of our clients in the last several decades. Like any consulting team, we are only as good as our ability to serve clients with fresh insights and knowledge, and infuse their organizations with new ways of working. As CEO, I will play an important role in encouraging, cultivating and enhancing that mindset in our company.”

Kepner-Tregoe’s history includes a succession of milestones and achievements. Kepner-Tregoe was the first to focus on the critical need for training in problem solving and decision making. The company pioneered the “train-the-trainer” concept—developed as a methodology for transferring its approaches to clients, which revolutionized organizational improvement. The Rational Manager (McGraw Hill), authored by founders Dr. Benjamin Tregoe and Dr. Charles Kepner, was first published in 1965, becoming a best-seller and a business classic that has been translated into many languages and continues to be read throughout the world. During the Apollo XIII crisis, NASA used the Kepner-Tregoe methodologies to identify critical issues, thus contributing to the astronauts’ safe return.



About Kepner-Tregoe
Kepner-Tregoe is a global management consulting firm. For 60 years, we have provided consulting and training services to many of the world’s leading companies across multiple industries. Our team of consultants delivers data-driven and scaleable results that help our clients improve operations and profitability. For more information, please visit:

The Carlyle Group Invests in CFGI, Provider of High-End Complex Accounting and Financial Consulting to Corporate CFOs, CAOs and Controllers


New York, NY – Global alternative asset manager The Carlyle Group (NASDAQ: CG) today announced it has invested in Boston-based CFGI, a national provider of high-end technical accounting and finance advisory services to the office of the Chief Financial Officer. CFGI currently serves more than 500 national and international clients, with offices in Boston, New York, Philadelphia and San Francisco. Equity for the investment came from Carlyle Global Financial Services Partners III (CGFSP III) and CFGI management. CGFSP III is Carlyle’s third dedicated financial services fund and this transaction represents the fund’s first investment.


CFGI Co-CEOs Nick Nardone and Shane Caiazzo said, “CFGI was founded 17 years ago to serve CFOs as an independent advisor to help with their most complex accounting and transaction-based needs. Our success has resulted from a world-class team of former Big 4 accountants that brings the technical accounting, operational and capital market skills needed across all phases of a company’s lifecycle. We are proud to partner with Carlyle and excited for the elevated relationships and resources that we expect to come with the Carlyle global network and the ability to leverage this platform. Our focus for the firm is to aggressively work each and every day to become the go-to partner for all CFOs, CAOs, and Controllers across the nation.”


John Redett, Carlyle Managing Director and Co-head of the Global Financial Services team, said, “The Partners of CFGI have built a world-class accounting and finance consultancy firm that is a trusted partner to CFOs of the Fortune 1000 and private companies. Increasingly complex regulation is driving demand for the type of independent technical expertise, advice and resources that CFGI provides. We look forward to supporting CFGI’s continued expansion into new geographies and product lines, while seeking to leverage the One Carlyle global network.”


CFGI offers a comprehensive suite of services and supports a diverse client base. Service offerings include: technical accounting consultation, IT risk management and Sarbanes Oxley, interim senior finance and accounting roles, corporate tax, and independent valuation. Clients occupy a range of industry sectors, including: biotech & life science, tech & software, pharma & healthcare, media, consumer services, energy, retail, entertainment, insurance, banking & financial services and industrial & manufacturing.


Representative projects for CFGI include: IPO readiness; carve-outs & divestitures; purchase accounting & transaction support; implementation of new accounting standards; revenue recognition & lease accounting; external audit readiness & support; system implementation, interim accounting and finance management solutions; financial planning & analysis; Sarbanes Oxley implementations & support; IT & risk advisory; corporate income tax reporting & consulting; corporate income tax compliance; enterprise-wide valuations and portfolio valuations.


Previous financial services investments made by the Carlyle Global Financial Services Partners team include: Duff & Phelps, TCW Group, Edgewood Partners Insurance Center (EPIC), Sandler O’Neill & Partners, BenefitMall, DBRS, JenCap Holdings, BankUnited and Bank of Butterfield, amongst others.


Wachtell, Lipton, Rosen & Katz served as Carlyle’s legal advisor, and Duff & Phelps served as Carlyle’s financial, accounting and tax advisors. Robert W. Baird & Co. and Stifel, Nicolaus & Company, Incorporated served as financial advisors to CFGI, and Nelson Mullins Riley & Scarborough LLP and Kirkland & Ellis LLP served as CFGI’s legal advisors.




About CFGI

CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. To learn more, visit


About The Carlyle Group

The Carlyle Group (NASDAQ: CG) is a global alternative asset manager with $195 billion of assets under management across 317 investment vehicles as of December 31, 2017. Carlyle’s purpose is to invest wisely and create value on behalf of its investors, many of whom are public pensions. Carlyle invests across four segments – Corporate Private Equity, Real Assets, Global Credit and Investment Solutions – in Africa, Asia, Australia, Europe, the Middle East, North America and South America. Carlyle has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation. The Carlyle Group employs more than 1,600 people in 31 offices across six continents.







The Carlyle Group

Elizabeth Gill




Shane Caiazzo


CFO Studio at the SAP Financial Excellence Forum


(Sep 5, 2017: Somerset, NJ) Andtew Zezas, Publisher and Host, CEO of CFO Studio, announced today that the CFO services company will host three one-hour presentations for CFOs at the SAP Financial Excellence Forum, to be held on Oct 10 and 11 at The Harvard Club in Manhattan.  Subject matter experts from prominent well-known companies will present at the SAP Forum.

“We’re extremely excited to participate with SAP in hosting a suite of presentations specifically for CFOs at the SAP Financial Excellence Forum” said Andrew Zezas, Publisher and Host, CEO of CFO Studio. He added: “SAP, a world-class organization, has been a CFO Studio partner for years. Our presenting partners, and their subject matter experts who will share their intell and insights at the SAP Financial Excellence Forum, will surely enhance what will already be an exciting program offered by SAP.”

Attending CFOs will be eligible to receive multiple CPE credits, participate in other CFO events, and may attend the entirety of the SAP Financial Excellence Forum at no cost. CFOs may request an invitation at


About the SAP Financial Excellence Forum

During the 2017 SAP Financial Excellence Forum on October 11–12, guests will learn how organizations are gaining instant financial insights and using them to make the better decisions – both today and in the future.

Guests will also have the opportunity to watch inspiring keynote sessions from industry thought leaders, SAP experts, and customers focused on how you can engage, compete, empower, and make real-time decisions in order to stay competitive

Guests will also be able to participate in interactive track sessions that cover key topics throughout the entire finance journey

Visit SAP’s innovation showcases with the SAP ecosystem and partners to leverage extensions and additional services.


About SAP

As a market leader in enterprise application software, SAP (NYSE: SAP) helps companies of all sizes and industries run better. From back office to boardroom, warehouse to storefront, desktop to mobile devices, SAP empowers people and organizations to work together more efficiently and use business insight more effectively to stay ahead of the competition. SAP applications and services enable more than 296,000 customers in 190 countries to operate profitably, adapt continuously, and grow sustainably.


About CFO Track Conference Services

CFO Track Conference Services, provided by CFO Studio, delivers intelligent and timely CFO directed presentations by world-class subject matter experts at company conferences and association conventions in the U.S. and Canada.

Designed to drive and retain attendance, CFO Track Conference Services provide dynamic intelligence and timely insights to CFOs at all levels and company sizes, and include exclusive CFO events, CPE credits, professionally produced and managed sessions, and more.


About CFO Studio

CFO Studio is a CFO focused business development services company that publishes CFO Studio magazine (quarterly print & digital distribution: +73,000 U.S. CFOs and senior finance executives), and hosts 40+ large and small CFO events annually in NJ, NY, Philadelphia, Chicago, and in other markets. Since 2015, CFO Studio has hosted the annual CFO Innovation Conference and Excellence Awards at MetLife Stadium (’15, ’16), and at NJPAC (’17, ’18), at which 400 to 500 CFOs, senior finance and other executives attend, with presentations provided by subject matter experts and executives from American Express, Bank or America Merrill Lynch, BDO, Boston Consulting, D&B, JLL, Oracle, Prudential, PwC, SAP, Withum+, Verizon, and other impressive companies. CFO Studio hosts the CFO Studio Reception quarterly in NJ with typical attendance ranging from 75 to 170 CFOs, in addition to other smaller events.

Copyright 2017