Burgess COMMENTARY

Peter Burgess

Patrick O'Shei 1st Patrick O'Shei Director of Performance Management & Evaluation Systems at NYSERDA Albany, New York AreaGovernment Administration Current NYSERDA, SUNY Empire State College Previous Building Performance Institute, Inc., The Four Winds Society, NYSERDA Education Rochester Institute of Technology 500+ connectionsSend a messageEndorseMore options Connected 19 hours ago RelationshipContact Info Email patrick@oshei.com Twitter pmoshei Website Company Website Blog Blog pmoshei Edit contact info Background Summary I like to build organizational capability and competency aimed at achieving organizational mission while optimizing financial performance. As an executive and as a consultant, I have built effective and cooperative teams with an emphasis on integrity, competency, direct communication, and learning from both failure and success. In for-profit and not-for-profit settings, I have restructured costs and assets to create enhanced margins, and developed revenue growth through more effectively serving existing customers and developing new businesses. I have directly overseen capital construction and information technology redesign/upgrades. An experienced educator with skills and knowledge in adult learning I have taught in a range of settings including corporate, traditional education, and alternative/experiential education. I am skilled in curriculum and course design, identifying and implementing effective teaching/training methods, and using instructional technology and distance learning approaches. Skilled and Experienced in: * Financial Analysis, Business Development, Strategic Planning & Market Research * Technology Implementation, Facility Master Planning & Construction Management * Empirical Modeling, Experimental Design & Statistical Analysis * Leadership Development & Team Building * Quality Assurance, Six Sigma and Lean Manufacturing Kripalu Construction 2006-2009 Kripalu Construction 2006-2009 A Green Growth Solution by Design A Green Growth Solution by Design Experience NYSERDADirector of Performance Management & Evaluation Systems NYSERDA May 2012 – Present (2 years 3 months)Albany, New York Area - Corporate reporting and evaluation of NYSERDA programs and data quality - Built the Reporting and Quality Assurance team, and inherited the EES and Data Warehouse project, turning it into a strategic corporate level solution to reporting, data quality, and business intelligence - Implemented Sage Commission initiatives, Open NY, and NY Performs for NYSERDA - Implemented monthly review of program performance for each of our major portfolios, requiring close collaboration with IT and executive team to redesign the approach - Gained buy-in throughout the organization - Wrote privacy and data governance policy and am implementing data governance to enhance NYSERDA’s use of data as a corporate asset - Provide oversight and strategic direction to the evaluation team - Developed a long-term plan and improving the process for understanding markets and measuring market transformation - Established rapport with the executive team and departments across NYSERDA - Significant contributions to the redesign of IT solutions - Leading staff development and team building with program managers and their teams Overseeing the implementation of an integrated business system solution employing data warehousing, business analytics, business process design. Key aspects of project include the development of a standardized data dictionary for all reported outcomes, design of data quality assurance rules and deployment, integration of system to regulatory, financial and customer relationship management data bases/systems. SUNY Empire State CollegeMentor/Lecturer (currently Adjunct Lecturer) SUNY Empire State College 1995 – Present (19 years)Saratoga Springs, NY 1995 — present (inactive mid-2005 through mid-2009) - Currently teach courses in the Business Management area; Operations Management, and Principles of Management online through the Center for Distance Learning (CDL). Previously taught Statistics, Math for Decision Making, Business Math & Telecommunications Management. - Mentor at the Forum East Management Education program, and taught Technology Management and Operations Management and other studies. (Open)2 recommendations David. Stang David. Stang Executive Director at JP Morgan Chase I was lucky enough to have Patrick as both a mentor and course lecturer while studying at SUNY Empire State College. ...View Kevin McDonald Kevin McDonald QA Engineer at Verizon Patrick was my mentor for my BS in Economics with focus on Technology Management. As my mentor, he quickly focused my...View Building Performance Institute, Inc.Board Member Building Performance Institute, Inc. July 2011 – June 2014 (3 years) NYSERDA liaison to Board of Trustees. Chair of Governance Committee, member of Finance Committee. Vice Chairman of the Board The Four Winds Society July 2011 – September 2013 (2 years 3 months)Park City, UT Vice Chairman of the board of the Four Winds Society an Employee Owned company. Chair of finance committee, Trustee of the Four Winds Society Employees Stock Ownership Trust. Advise Board Chair and Board on financial and ESOP related matters. Evaluate budgets, financial reports and planning documents. NYSERDAProgram Manager: Quality, Standards & Compliance RES NYSERDA November 2010 – May 2012 (1 year 7 months)Albany, New York Area - Responsible for the Quality, Standards & Compliance group, including oversight of Home Performance with ENERGY STAR (HPwES), New York ENERGY STAR Homes (NYESH), EmPower NY, the Green Residential Building Program (GRBP), and the Photovoltaic and Solar Thermal Programs for both residential and commercial installations - Oversaw enforcement of program rules and installed deliverables to ensure partners and programs stay true to NYSERDA’s mission; evaluate methods, standards, and systems through root cause and statistical analysis; and employ findings to make systemic improvements to the programs and management processes - Review and advise in the design of all energy analysis and evaluation studies related to the RES group, program databases, and development of a knowledge base from NYSERDA’s extensive experience - Member NYSERDA’s IT governance committee - Worked with NABCEP to develop company accreditation for the NY State Solar industry Metamorphosis Management GroupSenior Consultant Metamorphosis Management Group 2008 – November 2010 (2 years)Carmel, New York - Central role in developing MMG’s “Team Carbon” initiative delivering a multi-disciplinary approach to green strategic initiatives with our partners at Talisen Technologies, The Rocky Mountain Institute, and URS Corporation Worked with Talisen Technologies & VFA, a facilities capital planning and management services firm to improve process for allocating capital funding to both new construction and the repair of existing facilities/assets for the State of Louisiana - Conducted research on best practices for capital project development and facility management, including facility condition indexing, cost estimating, strategic funding prioritization, and matching capital to programmatic initiatives (Open)1 recommendation Raymond Dufresne Raymond Dufresne Vice President at VFA Patrick is a dedicated professional willing to do whatever he can to achieve client objectives. As a subject matter expert, he is experienced and knowledgeable.View Kripalu CenterVice President, Construction Owner Kripalu Center September 2006 – May 2009 (2 years 9 months)Stockbridge, MA - Continuation of previous position at Kripalu Center for Yoga and Health on a project management basis to oversee contract negotiation; construction accounting, and construction management of three projects totaling approximately $20MM. Projects included the $16MM conference/housing building with 80 guest rooms, a $3MM waste water treatment plant, and $1MM parking lot expansion and road relocation. Projects were completed on schedule and delivered under budget. (Open)4 recommendations, including: William Bryant, AIA William Bryant, AIA Architecture and Urbanism Patrick was a client while I was with The Rose + Guggenheimer Studio. We worked together on a 10 year master plan for the...View John Edwards John Edwards Project Manager at Kripalu Center Patrick was a thoughtful leader with great leadership, financial planning, and forecasting skills. His guidance through 3...View 2 more recommendations Principal-Owner OSHEI Mentoring & Consulting 1999 – 2009 (10 years)East Longmeadow, MA Recent work - The Four Winds Society (FWS): built and led a team of lawyers, accountants, and ESOP specialists to execute the sale of FWS to its employees through an ESOP. - Responsibilities included research, consolidating businesses for valuation and ESOP qualification; building business pro forma and optimization of transaction on behalf of the owner; and research into valuations of comparable entities. - Period Lighting Inc.: evaluated the viability and pro forma of the business to examine potential sale and continuity of operations in the face of severe business distress; helped build a business continuity strategy and cash management plan. Earlier work - Nanjing Science & Technology Commission, Nanjing, China: faculty member for a management education intensive to introduce Chinese officials and managers to US business practices. - Other engagements in operational, financial and strategy development including Applied Energy Management, and Metalized Engineering Inc. (Open)1 project (Open)3 recommendations, including: Daniel P. Callanan Daniel P. Callanan Director at ComStock Advisors Patrick was able to work through many technical aspects of producing a high quality and reliable set of financial statement...View Robert Friedman Robert Friedman Partner at Holland & Knight LLP Patrick and I worked together on a transaction for a mutual client. Patrick was the quarterback for the transaction and he...View 1 more recommendation Vice President Finance & Operations and Consultant ESCO Energy Services September 2007 – December 2008 (1 year 4 months)Lenox, MA - Consultant and then Vice President with an equity position - Restructured the business model and implemented a new strategy in 2008, achieving profitability after two years of multimillion-dollar losses. Following the September 2008 financial crisis, we curtailed operations as we built contracts in hand. I chose to leave to pursue active consulting work in December 2008. - Responsible for operations including energy audits, lighting designs, energy savings proposals, rebate/incentive programs, corporate supplier/vendor relationships, field construction management, including business modeling and forecasting, accounting, compliance & risk management, human resources, and safety. (Open)2 recommendations Travis DuPont Travis DuPont Chief Financial Officer at ESCO Energy Services Company Patrick O’Shei is an effective leader and manager. He has comprehensive knowledge of both business management and financial...View Gustavo Giron Gustavo Giron President/CEO at Electrical & Lighting Resources Inc. Patrick is an outstanding professional to work with and through his mentoring and financial wisdom I truly learned how to...View Vice President (Facility, Technology & Bus. Dev.) Kripalu Center July 2004 – April 2008 (3 years 10 months)Stockbridge, MA - Responsible for existing facilities and capital projects from 2004 – 2006, including bringing Shadowbrook into ADA compliance, which required design, permitting, and renovation of Hill House for the Semester Intensive Program; built new office space and private baths in Shadowbrook; completed the master plan for Shadowbrook and grounds - In late 2006, after the award of the special permit for the Annex (expansion), my facility duties were focused exclusively on the three bond-funded expansion and infrastructure projects for housing, parking and waste water treatment due to the complexity of design-budget logistics, and the need to run a construction management, contract administration, and construction accounting function - Responsible for revenue forecasting and housing pricing, including market and utilization analysis; worked with the director of finance to ensure budgetary and forecasting integrity - Oversight of information technology, replacement of financial software (Navision) and hospitality management software (Cenium), and implementation of VOIP phone system (Whaleback) (Open)1 project (Open)2 recommendations John Edwards John Edwards Project Manager at Kripalu Center Patrick is a fair and compassionate supervisor who leads to inspire and rewards success. He is alway a professional who is...View Pam Sandler Pam Sandler Owner, Pamela Sandler, Architect LLC Patrick is an extremely detailed,honest and excellent manager and leader. In these times he sets a great example for his...View Chief Operating Officer Kripalu Center 1996 – 1999 (3 years)Stockbridge, MA - Redesigned and implemented organizational restructuring to take Kripalu Center for Yoga and Health from the brink of bankruptcy to viability. We went from $6.5MM revenue with a net loss of $2.5MM in 1996 to $11 MM revenue with a net surplus of $650K in 1999 - Trained teams and team leaders in leadership, problem-solving, and systems analysis to support flexible staffing using demand pull systems and cross training to handle cyclical demands at low cost - Shaped Kripalu Center into business units with directed efforts to grow the retail shop, from revenue of $850K in 1996 to $1.45MM in 1999, and the healing arts from $650K to $1.25MM in 1999 - Conducted research and analysis to apply constraint management principles to Kripalu’s revenue/asset utilization plan, which contributed $30MM incremental revenue from 1999 through 2004 as the result of adding a program room, 20 private baths, and 40 additional hall baths (D2s), and implementing a new schedule to balance loads and coordinate services - Initiated the model for rapidly growing the R&R day services program to the variability of presenter programming - Conducted facility condition assessment, developed a facility rehabilitation plan, and implemented $5MM capital investment plan in 1999 (Open)1 recommendation Mark Kenny Mark Kenny Lighting Specialist - Commercial, Industrial and Institutional Lighting Audits, Recommendations & Project Management Patrick brings a combination of business acumen and a refined ability to teach. His directives came with explanation of how they were to fit in to a greater plan and how we were to be held accountable for success. His use of statistical modeling...View Principal/Partner OSW Cornerstone Associates 1992 – 1996 (4 years)East Longmeadow, MA Leadership Development and Team Training for Executive through shop floor level Total Quality Management, World Class Manufacturing, Cycle Time Reduction, Product Development, Experimental Design and Statistical Analysis ISO 9000 and Ford Q1 implementation Clients included: Borg-Warner Automotive, Armstrong World Industries, Fibermark, ASM International, Special Metals Corporation, Lyons Falls Pulp & Paper, and EHV Weidmann (Open)1 recommendation Paul Elsesser Paul Elsesser Senior Technical Specialist at BorgWarner I have been Pat's key contact at two different organizations. He has great skill at first defining the problem, creating a path to get from the current state to the desired state, anticipating and working around obstacles, and achieving the goal. ...View Director Total Quality Systems The Dexter Corporation 1986 – 1992 (6 years)Windsor Locks, CT - Provided services to13 Dexter divisions in the areas of Total Quality Management (TQM) & World Class Manufacturing - Worked with executives, sales and marketing, product development, and production functions in the following divisions: Dexter Nonwovens (now Ahlstrom), Dexter Packaging Products (now Valspar Packaging Coatings) Dexter-Solvay Plastic International (now Lyondellbasell Industries), Dexter Specialty Coatings (now Akzo Nobel Aerospace Coatings), Dexter Hysol (now Loctite Corporation) (Open)9 courses (Open)1 recommendation C. Evan Smith C. Evan Smith Principal - MMG: Creating new business growth and possibilities See recommendation of Patrick under OShei Mentoring & Consulting.View International PaperSupt. Quality Control / Process Engineer International Paper 1980 – 1986 (6 years)Ticonderoga, NY - Implemented statistical methods in quality control function - Appointed Quality/Technical liaison to the Xerox Corporation; managed all testing laboratories, including union personnel and professionals (Open)4 courses Projects Cash Flow Management Tool(Link) January 2002 – August 2002 Analytical Tool using regression analysis to model cash flow based upon invoicing and construction project cycle costs. To forecast cash inflows and outflows and net cash position for cash flow planning. 2 team members Patrick O'Shei Patrick O'Shei Director of Performance Management & Evaluation Systems at NYSERDA Mark Kenny Mark Kenny Lighting Specialist - Commercial, Industrial and Institutional Lighting Audits, Recommendations & Project Management Kripalu Master Plan and Expansion(Link) January 2006 – May 2009 Master Planning in 2006, Financing-Permitting in 2006-2007, Design-Build 2006-2007, Infrastructure, Road, Parking construction 2007-2008, WWTP construction 2008-2009, Annex Construction 2008-2009. Developed a comprehensive plan and approach to both expand Kripalu's guest housing capacity and build an infrastructure to support future growth while strengthening the bottom line financial viability of...more (Open)11 team members, including: Patrick O'Shei Patrick O'Shei Director of Performance Management & Evaluation Systems at NYSERDA No photo Peter Rose, Principal Architect (Master Plan and Annex) No photo John Edwards, Project Manager No photo Winthrop Wassenar, Project Manager Certifications Certified Manager of Quality/Organizational Excellence ASQ March 2012 – March 2015 Courses State University of New York College of Environmental Sciences and Forestry Waste Water Engineering Air Pollution Engineering Environmental Toxicology Pollution and Power Generation Organic Chemistry Heat Transfer Fluid Mechanics Pulping and Bleaching of Wood Papermaking Processes Engineering and the Environment The Lure and Logic of Mapping Rochester Institute of Technology Design of Experiments (I&II) Regression Analysis (I&II) Statistical Theory (I&II) Survey Sampling Taguchi Methods Statistical Quality Control (I&II) Bayesian Statistics Non-Parametric Statistics Interpretation of Data International Paper Standard Cost Accounting Kepner Tregoe Problem Solving Negotiation Design of Quality Assurance Systems The Dexter Corporation Hoshin Kanri - Policy Deployment Quality Function Deployment Statistical Process Control in Process Industry Quality Systems Lead Assessor Empowering Leadership Team Building Activity Based Accounting Six Sigma Methodology World Class Manufacturing (JIT, CTR, etc.) Skills & Endorsements Top Skills 65Program Management 39Business Process... 38Analysis 30Strategic Planning 27Team Building 21Leadership Development 15Project Management 13Process Improvement 12Operations Management 10Team Leadership Patrick also knows about... 10Energy Efficiency 10Contract Negotiation 9Sustainability 9Project Planning 8Public Speaking 7Budgets 7Energy Audits 6Change Management 6Contract Management 6Executive Management 6Risk Management 5Management Consulting 4Quality Assurance 3Facilities Management 3Construction Management See 21+ Education Rochester Institute of Technology Rochester Institute of Technology MS, Applied Statistics 1986 – 1988 (Open)9 courses State University of New York College of Environmental Sciences and Forestry State University of New York College of Environmental Sciences and Forestry BS, Paper Science & Engineering 1976 – 1980 Activities and Societies: Freshman Class President, Sophomore Class Vice President Basketball Club Player and President (Open)11 courses, including: Syracuse University Syracuse University BS, Engineering 1976 – 1980 Kenmore West 1973 – 1976 Additional Info Interests travel, backpacking, camping, hiking, National Parks of the West Honors & Awards Additional Honors & Awards Eagle Scout Certified Quality Engineer (six years) ISO 9000 Lead Assesor Training Recommendations Received (17)Given (11) Peter, would you like to recommend Patrick? Recommend Patrick Mentor/Lecturer (currently Adjunct Lecturer) SUNY Empire State College David. Stang David. Stang Executive Director at JP Morgan Chase I was lucky enough to have Patrick as both a mentor and course lecturer while studying at SUNY Empire State College. Patrick proved to be an insightful and thought-provoking mentor who took a genuine interest in my personal growth. He was very willing to share his experiences while helping me explore different approaches to work through any challenge/issue. As a lecturer,...more February 3, 2009, David. was Patrick's client Kevin McDonald Kevin McDonald QA Engineer at Verizon Patrick was my mentor for my BS in Economics with focus on Technology Management. As my mentor, he quickly focused my existing program to get the desired result. Through his tutelage, I received my BS within the same year that he became my mentor - a year ahead of schedule! Patrick's method combines active listening with no-nonsense advice and his results are top notch...more February 2, 2009, Kevin was Patrick's client Senior Consultant Metamorphosis Management Group Raymond Dufresne Raymond Dufresne Vice President at VFA Patrick is a dedicated professional willing to do whatever he can to achieve client objectives. As a subject matter expert, he is experienced and knowledgeable. May 13, 2010, Raymond was with another company when working with Patrick at Metamorphosis Management Group Vice President, Construction Owner Kripalu Center William Bryant, AIA William Bryant, AIA Architecture and Urbanism Patrick was a client while I was with The Rose + Guggenheimer Studio. We worked together on a 10 year master plan for the Kripalu Center for Yoga and Health, and on the design, permitting and construction of a 15 million dollar sustainable guest housing annex and program facility on Kripalu’s Berkshire campus. As a client, Patrick was a truly delightful collaborator; his wisdom and even keeled nature proved indispensible throughout a complex process involving multiple stakeholders, overlapping public agencies, and arduous coordination challenges. His diplomacy is remarkable, particularly in situations requiring collectedness under fire. Patrick has an uncanny ability to analyze the ramifications of detailed decisions within the overall context of long-term trajectories; he sees the forest AND the trees. I would be honored to work with him again on any future project.less September 15, 2009, William was a consultant or contractor to Patrick at Kripalu Center John Edwards John Edwards Project Manager at Kripalu Center Patrick was a thoughtful leader with great leadership, financial planning, and forecasting skills. His guidance through 3 multi-million dollar construction projects helped me succeed as a Project Manager. His insight and clear direction navigated the team through what many have described as the most unclear financial waters in a century. With Patrick's guidance and power of persuasion we were able to bring these project in on time and under budget. I would not hesitate to be on his team. John Edwardsless June 25, 2009, John reported to Patrick at Kripalu Center See More ConnectionsAll (500+)Shared (2)New (1) Eric GreenbergEric Greenberg2nd Founder, Chairman and CEO at Stealth Mode Startup Company Connect4Ginny RedgateGinny Redgate2nd Brand and Go-To-Market Strategy Consulting; Brand Activation; Media and Ad Technology Industries Connect7Randal KirkpatrickRandal Kirkpatrick2nd Senior Associate at Pinnacle Placement Group Connect1Jane WeissmanJane Weissman2nd President/CEO at IREC Interstate Renewable Energy Council and Non-Profit Management Consultant Connect1Greg CollinsGreg Collins2nd Operating Partner at Blue Wolf Capital Partners Connect1John W. Howard, Ph.DJohn W. Howard, Ph.D2nd Our clients hire better, fire less, keep their top performers, and make more money. Connect1Timothy HenryTimothy Henry2nd Trusted Advisor- Arete Mgt. Connect6C. Evan SmithC. Evan Smith2nd Principal - MMG: Creating new business growth and possibilities Connect2Bob NortonBob Norton2nd CEO since 1989, Business Performance Consultant, Author, Speaker and Creator of AirTight Management Connect8 PreviousNext Groups ACI (Affordable Comfort, Inc.) ACI (Affordable Comfort, Inc.) Join Advanced Business Analytics, Data Mining and Predictive Modeling Advanced Business Analytics, Data Mining and Predictive Modeling Join Center for Distance Learning, SUNY Empire State College Center for Distance Learning, SUNY Empire State College Join Eagle's Nest--Eagle Scout Award Recipients Eagle's Nest--Eagle Scout Award Recipients Join Executive Suite Executive Suite Join Hospitality Group Hospitality Group Join International Paper Alumni International Paper Alumni Join Kenmore West High School Kenmore West High School Join Linked:HR (#1 Human Resources Group) Linked:HR (#1 Human Resources Group) Join Official RIT Alumni Association Official RIT Alumni Association Join Performance Management Professional Group Performance Management Professional Group Join RESNET BPI - Energy Audit and Home Performance RESNET BPI - Energy Audit and Home Performance Join RIT Alumni Group - Rochester Institute of Technology RIT Alumni Group - Rochester Institute of Technology Join SUNY-ESF SUNY-ESF Join Shingo Institute - Home of The Shingo Prize Shingo Institute - Home of The Shingo Prize Join Sustainable Energy Group Sustainable Energy Group Join Syracuse University Alumni Network Syracuse University Alumni Network Join TDWI Business Intelligence and Data Warehousing Discussion Group TDWI Business Intelligence and Data Warehousing Discussion Group Join The Big Data forum The Big Data forum Join The Dexter Corporation Alumni The Dexter Corporation Alumni Join See less Following News Leadership & Management Leadership & Management 5,621,797 followers Follow Companies SUNY Empire State College Higher Education Follow Talisen Technologies, Inc. Information Technology and Services Follow Conservation Services Group Environmental Services Follow SanDisk Semiconductors Follow McKinsey & Company Management Consulting Follow Building Performance Institute, Inc. Construction Follow Turner Construction Company Construction Follow Rocky Mountain Institute Think Tanks Follow VFA Computer Software Follow CEE Utilities Follow NYSERDA Government Administration Follow Barr & Barr, Inc. Construction Follow See less Schools State University of New York Empire State College Albany, New York Area Follow Rochester Institute of Technology Rochester, New York Area Follow Syracuse University Syracuse, New York Area Follow State University of New York College of Environmental Sciences and Forestry Location name