James (Jim) Kelly is the CEO of the firm and is an innovative leader in supply chain management.
With more than 30 years of experience in sourcing and procurement, Mr. Kelly has been successful using metrics to increase purchasing performance; process reengineering; change management; contract negotiation and supplier management.
Jim founded the firm with the belief that the best results for expense management starts with strong analytics and implemented though a solid change management program.
Previously, Mr. Kelly was Managing Director of Global Purchasing Operations and eSourcing for Deutsche Bank. Prior to Deutsche Bank, Mr. Kelly was a Team Leader in Sourcing and Strategic Relations at Deloitte and Touche Consulting Group and the Vice President of US Purchasing Operations at Citibank.
A recognized thought leader, Mr. Kelly is a featured speaker for organizations and events such as the Institute for Supply Management (ISM) National Conference, ISM Affiliate meetings, NESCON, ProcureCon, the Conference Board and the CFO Summit.
From 2006 to 2008, Jim hosted Business Talk Radio’s Kelly’s Corner on Radio 540AM. The show featured business, community and political leaders and discussed important business issues of the day. Jim has been seen on FIOS ONE news program Money and Main Street and one of the “Ask the Experts” panelists.
Jim is a former President of the ISM - New York (formerly NAPM-NY) and sat on the Board of Directors for ISM‘s Supply Chain Risk Management Group. He is sought after to lecture on how to control Risk within the sourcing process and within the supply chain.
Mr. Kelly received the J.H. Leonard Award from NAPM-NY for significant efforts on behalf of the purchasing profession and for contributions to the growth, development, and professional stature of the association.
Additionally, Mr. Kelly was named one of Supply and Demand Chain Executive magazine’s Pros to Know in 2007, 2008, 2009, 2010, 2011 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019.
Mr. Kelly is very active in his community of Huntington, NY. His commitment led him to be elected the Chairman of the Board of Directors for the Huntington Township Chamber of Commerce in 2005, where he served for four years. As a result of his work in rebuilding the financial stability of the Chamber, Mr. Kelly was named one of Long Island’s Top 50 most influential people in 2006, 2007 and 2008.
Mr. Kelly received his Bachelors degree from Manhattan College and is a Certified Purchasing Manager (C.P.M.).
Mr. Forlini is a Managing Director for the firm.
His purpose is to focus on client satisfaction with an eye toward increasing firm’s long-term business success.
With over twenty-five years of experience, Mr. Forlini has a wide range of senior management and sales management expertise.
During his career, Mr. Forlini previously sourced telecommunications contracts and then led the D&B SLRM (Supplier Lifecycle Risk Management) Solution Sales where he also mentored the new sales executives.
Mr. Forlini has represented the company at numerous sponsorship events and has been a guest speaker for organizations such as the Institute for Supply Management (ISM) in NJ, NY, CT, and ISM NY&NJ Forum. He is a current member of ISM, ISM-NY, ISM-NJ, and ISM-CT CT where he attends continuing education seminars to keep abreast of the sourcing environment.
Prior to joining this team, Mr. Forlini was the Signature Client Group Sales Executive at AT&T on the Merrill Lynch Corporation Account. He also served as Director of Sales at Focal Communications and as a Corporate Account Manager – Bell Atlantic (now Verizon) Global/National Sales.
Mr. Forlini is a graduate of Fordham University in New York, where he received a Bachelor of Science degree in General Science & Psychology. He also received his Masters in Business Administration in Finance (MBA) from Iona College in New Rochelle, NY.