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BBRT - The Extended Team

Robin FraserRobin Fraser
BBRT Co-founder
robinfraser@bbrt.org

Robin Fraser is a speaker, writer and consultant. He co-founded the Beyond Budgeting Roundtable in 1998 and served as a BBRT Director for 10 years. He co-led the initial research (with Jeremy Hope) that culminated in 2003 in the publication by the Harvard Business School Press of the book ‘Beyond Budgeting’ and the HBR article ‘Who needs budgets’. He then focused on implementation of the ‘Beyond Budgeting’ model, recognizing early that an incremental approach was doomed to failure and that success depended on using a transformational process to build a coherent radically decentralized model, followed by long term continuous improvement. He supported implementation of the new model in user organizations and led the development of the BBRT ‘case for change’ diagnostic, which has helped several thousand users over the past few years. Formerly a management consulting partner with PricewaterhouseCoopers in the UK (and earlier in Iran), he has many years of experience in business planning, performance improvement, cost reduction and change management, and has worked in most sectors and industries. In PwC, he led the development of Priority Base Budgeting (PBB), and headed the firm’s Activity Based Management (ABM) practice. He holds a degree in Engineering and is a Fellow of the Institute of Cost and Management Accountants, and worked initially in British Oxygen (BOC) and Rio Tinto (RTZ).

 

Franz RoeoesliSteve Morlidge
BBRT Associate
steve.morlidge@satoripartners.co.uk

Steve Morlidge is a BBRT Associate. He was a founder member of BBRT with Unilever and was Chairman of the BBRT from 2001 to 2006. He has extensive experience in lecturing on performance management and is an expert in Managerial Cybernetics. In 2006 Steve founded Satori Partners Ltd, an independent consultancy focusing on financial performance management; specifically helping companies make the transition from a static annual budgeting based model to approaches which are more flexible and which help foster a more external focus. He has over 25 years experience in Senior Management positions, including 9 years as Financial Controller of one of Unilever's largest businesses; designing, implementing and operating transactional, accounting and performance management processes.

 

Aubrey Joachim
BBRT Associate
aubrey.joachim@bbrt.org

Aubrey Joachim is a BBRT Associate. He is located in Sydney, Australia. He began his career at Unilever Sri Lanka in 1973, covering all aspects of management accounting. He moved to a senior accounting position in the textile and export garment industry in 1979. Aubrey left Sri Lanka in 1982 to work with McDermott International Inc., a multinational US Corporation in Dubai, involved in the oil and gas industry. He moved through senior financial management and then transferred to their London operations in 1992, becoming accounting manager. Aubrey migrated to Australia in 1993 and, after a spell in the Financial Services Sector, joined Sydney Water Corporation in 1994. He eventually became the financial manager of the largest division of the business, where he implemented many of the Beyond Budgeting principles. After leaving Sydney Water in 2005 he has become a management coach, mentor and management training provider, as well as joining the BBRT Team. Aubrey is also the immediate Past President of CIMA (Chartered Institute of Management Accountants).

 

Matthew Leitch
BBRT Associate
matthew@internalcontrolsdesign.co.uk

Matthew Leitch is a BBRT Associate, specializing in internal controls and risk management. He has been an independent consultant and researcher since 2003. His background includes writing, psychology, mathematics, software development, audit, and accountancy. For 7 years until 2002 he worked for PricewaterhouseCoopers as a specialist in internal controls and risk management. He is a qualified chartered accountant and holds a BSc in psychology from University College London. Matthew learned design at an early age from his father, who is an architect and designer, and has pursued elegant, original solutions to important problems ever since.He is the author of another web site dedicated to his consulting business. The site, Managed Luck, is a free resource for anyone who wants to promote everyday risk management skills in their organization. It provides Guides to the skills that managers at every level can benefit from, and concentrates on the personal benefits of better uncertainty management.

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