Training, Financial Expertise: How can we help YOU?

The Walters Group proudly offers you expanded services through our Affiliate Partners, Yvonne Caputo, MS, MA, and Lesley Katz, CPA, CGMA, PMP.

 

Individual and Group Training

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Affiliate Partner: Yvonne Caputo, MS, MA                                                                          

                       “…my goal is to help create strong relationships…to engage employees in wanting to do their best…to help companies grow.”

 

 

Yvonne Caputo offers you the accumulated experience and expertise of years of training and teaching. Currently providing training services for Penn Foundation’s Employee Assistance Program (EAP), she has previously served the organization as both Management Consultant and Counselor for its Mental Health Outpatient Services. For the past 17 years Yvonne held the position of Vice President, Human Resources, at Frederick Living, a continuing care retirement community. In addition, with a Master’s Degree in Education and Clinical Psychology, she has taught in the Erie School District for 18 years.

Yvonne brings a whole new component to The Walters Group, offering results-driven management and employee training in the convenience of your own offices. Whether you choose custom-designed or pre-packaged training programs focusing on such topics as communications, diversity, compliance, or DiSC, you come away with new strategies and actionable steps that propel carefully-structured growth for your company: MOMENTUM. Multi-session series, whole day, half day, hourly.

What Trainings Do you Need? Learn more

 

In-depth Financial Analysis       

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Affiliate Partner:  Lesley F. Katz

  “… I nurture the development of truly successful financial lives through promoting a greater understanding of the financial landscape ….”

                                                                                       

 

President/Owner at Leveraging Financial Knowledge, LLC, Lesley brings nearly 30 years of experience in the financial field to The Walters Group and to you, our clients. Before launching her own firm, she worked for such companies as Unisys, Siemens Medical Solutions, Asplundh Tree Expert Company, and Professional Services firms such as Margolis & Co.  Serving in a variety of capacities, Director of Billing and Revenue, Senior Program Manager Knowledge Management, Business Operations & Project Manager, Senior Internal & External Auditor, etc., she developed a wide-ranging expertise in all things financial.

A behind-the-scenes affiliate partner at The Walters Group, Lesley adds depth to our financial sector. You can count on her CPA’s perspective and her understanding of the intricacies of profit and loss statements, balance sheets, and other critical financial records to inform The Walters Group’s coaching recommendations and empower you to make sound financial decisions.

 

Please contact us below or directly for further information or to book service: kirk@waltersgroupllc.com; 267-377-7240.

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