



More Bad Questions
Bad Questions
Get In, Get Out
Reluctant Warrior
Life Is Like High School
The Past Is The Past
The Mask
One Big Dump
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Lupine Partners Employee Profiles
David
Wolfe, CPA is President of Lupine Partners. Prior to founding Lupine Partners in 1993, he worked as a
senior consultant in the MIS department for First Gibraltar Bank supporting the
commercial real estate operations group. Additionally, he held the position of
Publisher at Texas Lawyer newspaper, an award-winning
publication and part of the American Lawyer Newspaper Group. David started his
career working out of the Houston office of Deloitte Haskins & Sells, an
international Big 8 accounting firm, as an auditor.
David’s practice focuses on the areas of advisory services and project management.
Working in partnership with client executives, he has helped them envision, create,
manage and implement information system solutions. His combination of knowledge and
skills in the areas of accounting, real estate, marketing, software and systems make David
unique in the industry.
David is author of the book "Software and Vendors and Requirements, Oh My! - A Project Team's Guide to
Evaluating Business Software" and is the publisher of the monthly newsletter There Is Nothing New
Under The Sun. Additionally, he mentors a private group of business professionals in how to enhance their consulting practices and businesses through the use of
unorthodox marketing techniques.
His extensive in-depth experience also includes serving as an expert witness,
providing software evaluation guidance, creating SQL custom reports and scripts,
and leading data conversion efforts. Additionally, David holds the HUD Certified Occupancy Specialist (COS) designation.
A 1979 graduate of the University of Texas at Austin with a BBA in Accounting,
David Wolfe has over 20 years of experience in the real estate, publishing, and
consulting industries. He resides in Dallas, Texas.
Calleen Castle joined Lupine Partners as a consultant in March 2003, providing general advisory and consulting services to the real estate community nationwide. Her technical specialty is in the Yardi suite of software, with concentration in multi-family, affordable and public housing applications.
Calleen brings expertise in business processes and workflow, database management, internal controls, programming and scripting for system analysis and report writing, as well as in the development of systems solutions to business requirements. She also possesses a special understanding of subsidized housing programs and related regulations, codes and ordinances.
Before joining Lupine, she was Database & Systems Accountant for the Housing Authority of Portland. In that position she was responsible for accounting-based consulting and analysis, ad hoc report writing services, technical training, database integrity and security. Additionally, Calleen holds the HUD Certified Occupancy Specialist (COS) designation.
Calleen is a graduate of the University of Oregon with a B.S. in Accounting. She resides in Dallas, Texas.
Calleen Speaks: I met David by chance at an
industry convention. We spoke for some time
and at some point he said, “Have you ever
thought of being a consultant?” I was shocked. I
had only disclosed that desire to a few carefully chosen
people. I replied, “Yes, actually I have. I
just don’t know how to do it.” We began to talk
about the possibility of employment for me with
David’s consulting company, Lupine Partners.
We spoke over the next several weeks and it
became very clear that this was exactly the type
of job I wanted. I would have the independence
of a self-employed consultant and would earn
the type of money commensurate with the hard
work I put in, but I would also have the backing
and infrastructure of a real company. Not a
huge consulting company where I would have
been employed through “recruitment” along with
hundreds of others, but a small one where I
would play a significant role in the company’s
day-to-day success. I had a mortgage on my
house, I was the only wage-earner, I would be
leaving a secure job with a nice salary with the
government…but for me, the choice was easy. I
didn’t know exactly how to be a “consultant” but I
was ready and eager to learn. A few months
later I was in Washington D.C. working with my
very first client as their consultant.
My expectations of what it would be
like to be a consultant compared to
what it really is like now nearly five
years later are fairly close. I expected
to learn a lot…I have. And I
certainly underestimated just how
much I would and needed to
learn. I expected to be stretched
beyond my comfort zone…I have
been on many occasions and continue
to be. I expected to maintain
interest in my work because of all
the different types of clients and
industries I would be exposed to
and consult for…I have. I expected
to feel like an independent consultant
with the backing of a company…
I have. I expected to work
very hard…I have. I expected to
make a lot of money…I have. There are a few things I didn’t fully expect or expect at all.
I didn’t fully expect how hard being a consultant would be. I don’t mean that I didn’t expect to work
very hard; I didn’t expect how hard the work would be. As a highly paid consultant, your client expects
you to be perfect all the time. Of course no one is perfect, but you must appear that
way. Something I didn’t expect at all was that enormous feeling of splendor you get when you realize
you have truly become a consultant. From day one, I called myself a consultant. But at some
point, something happened and I became a consultant. You know you’ve become a consultant
when you sit in a room full of executives and they are asking your advice and relying on your expertise
to help them improve their company…and you do. And when you find yourself implementing
successes for your client and they recognize you were a key to that success.
Something else I didn’t expect was how much I would learn
about being a business owner. I don’t own the business,
but in order for the business to be successful, I act as
though I do. This means learning how to think strategically
in order for your company to maximize it’s potential. Being
a consultant is very satisfying to me and it’s hard to imagine
leaving this profession for another.
Brian Wood joined Lupine Partners in May 2003,
after a nineteen year tenure at a full-service, regional real estate company in Dallas, Texas. During his time in corporate
America, he held positions in accounting and administration before finding his calling working as Director of Information Technology.
As Director of IT, he managed a small staff while formulating and implementing the company's complete technology strategy, working
with telecommunications and data networks as well as all corporate software.
Since joining Lupine Partners, he has worked with dozens of multi-family and commercial real estate companies ranging in size from small management
firms to multibillion dollar pension funds. Projects that he has managed have covered many aspects of real estate systems including: report writing, software
evaluation, software implementation, system/workflow/process review and improvement, financial analysis, custom data extraction, technical training and software end-user training.
Brian has extensive experience in designing, querying and maintaining Microsoft SQL Server databases and he holds the HUD Tax Credit Specialist (TCS) designation. He resides in a Dallas suburb.
Brian Speaks: I wanted to expand my industry knowledge and experience
how things work at other companies. When I decided to
change jobs, David proposed an opportunity at his company. Lupine
Partners was a very small company and I had the perception that
working there would be a huge risk. Not only would I be low man on
the totem pole, but did I mention that it was such a small company?? I had a family to support and was very averse to taking risks.
Even though I had the perception that it was a risk, I knew that working
at Lupine Partners presented me with the quickest path to experiencing
many different companies. Every engagement would present
a new experience. My worries about working at a small company were quickly removed. Lupine
Partners is a successful company that is run like any other successful company. Employees are
taken care of and provided with the same amenities as any "large" company. It took a while to
shake off 19 years of working at a corporate office, but once I freed myself from the old corporatementality, life was good. I realized that I had the right to a life outside of work and that my time was valuable.
Angela Chaney joined Lupine Partners in
January 2008. She provides general consulting, custom reporting, software implementation and project management services
to Lupine's clients. Angela brings over 11 years of experience in both residential and commercial accounting and property
management with a specific expertise in Essbase and creating custom financial reporting solutions. Throughout her career
she has worked on numerous software implementation and data conversion projects from both the accounting and property management side.
Angela graduated from the University of Texas at Arlington with a BBA in Finance and is currently completing the final
requirements needed to sit for the CPA exam. She currently resides in Dallas, Texas.
Angela Speaks: I met David
several years ago when my
company was doing a software implementation. David was the
consultant hired to come in and drive our data migration to
the new software. I was the accounting manager and was
“required” to be part of the software implementation team. I was reluctant
because it appeared to be an insurmountable amount of
work. But, David had a plan. At the first meeting, he broke it
down for us, step by step. Week 1: we start here, Week 2: we
should be here. Looking at it from that perspective, it didn’t
seem so bad. Everyone got an assignment and once we got
going, it all came together. Not that there weren’t hiccups or
rough spots but overall, we were successful. David and
Brian, our IT manager, had the lion’s share of the work but I
like to think that in my small way, I contributed by asking
about things that they hadn’t considered.
We all called David “Yoda” because he was the master of
The Project. He knew it all. I remember thinking that I wish I
could be that good. Now I have that chance.
About a month ago, David asked me to lunch to discuss
some business. I was very surprised when he asked what I
thought about coming to work for him. I was very nervous,
but the opportunity David described sounded very intriguing. I knew that some of the things they were doing would be interesting
and challenging to me and the other things would
be exposing me to a whole new set of experiences. Once I
opened my mind to the possibilities, I jumped at the chance. I already feel like part of the team since I know half the staff
(David & Brian). Meeting Amy was like running into an old
friend. I look forward to celebrating my one year anniversary
and no longer being the “newbie”.
Amy McNeill joined Lupine Partners as General Manager in December 1998. She
provides business process documentation, custom report writing, data conversion, data verification, and project management services to Lupine's client base. In
addition, Amy creates the websites for all of David Wolfe Enterprises' corporations and for a handful of select clients as well. She is responsible
for the administration of all marketing efforts at Lupine Partners.
Prior to joining Lupine, she worked in the accounting department of NorthPark Management Company, a large retail owner/operator in
Dallas, Texas. She brings 17 years of experience in the hotel and real estate industries having held positions in accounting, administration and management
information systems.
Having had numerous job descriptions she has amassed a wide range of skills
ranging from event and project planning to software implementation. She is a
native of Dallas, Texas and currently resides in a Dallas suburb.
Amy Speaks:
I came on board at Lupine Partners nine years ago. At 28 I had never worked anywhere other than
corporate America, so coming on to a two-man shop where I would be (at the time) working from home, and
being responsible for getting my work done, and growing without three different forms of management
"watching" over me, was a little unnerving. I knew that I could do the work, and I knew that I was motivated
and responsible enough to not just "pretend" to work, but it was scary. I needed to be able to support myself.
What if the company failed? What if he didn't have enough money to pay me? It didn't take me long to
convince myself and my family that this was a job (a chance) that I had to take. I felt like it was now or
never. To this day I tell anyone that asks that it was the best decision I ever made.
I'm sure not all companies are like the ones that I worked for in the past, but from what I hear from friends,
many are. You aren't treated like an adult. You feel watched, monitored, and never truly secure with your
place in the company and your future. Never really sure of other people’s agendas.
Luckily for me I have found a place - a home - that is the total opposite of that. The only agenda is to serve
our clients and ourselves. I have lived through many "versions" of Lupine. What I feel is the core of Lupine has , and I think always
will remain, the same.
Everyone in this company is treated the same
- as a respected adult with much to offer. We
each bring different insight to the table but
everybody’s opinions, suggestions and ideas
are listened to and taken into consideration.
Yes, there are days we might want to strangle
each other, but at the end of the day we know
that we all ‘have each others backs’. We're a
team and I don't feel like many people can say
that (and mean it) about their co-workers.
Maggie Wolfe joined Lupine Partners in January of 2007.
Maggie's role at Lupine is to be in charge of all things marketing. She handles the design and distribution of, "There Is Nothing New Under The Sun" as well as all other mailings
that we send out. She takes on all the multiple tasks that each of us throw her way on a daily basis and assists Amy with the day to day operations at Lupine.
Maggie Speaks: Last October, a few days before my birthday,
Dad said he had a great
birthday gift in mind for me. I
thought “Car!” But, no... When
my birthday rolled around,
Dad sat me down and told me
what my birthday gift was. He
was offering me a position at
Lupine Partners. Now, I had
been working at Wal-Mart for
almost a year at that point.
That’s probably all that needs
to be said, “Wal-Mart”. I
thought that anything would
be better than working for
such a huge company, even if
it meant seeing my dad almost
every day…
I think it has worked out well. It was definitely a transition. I’d
been working in retail for almost eight years, and I wasn’t used
to people not yelling at me demanding hot French bread, or
whatever it was I was selling. One positive is, I’ve learned a lot
of new skills that I probably never would have learned otherwise.
And even though retail and I have a love/hate relationship,
I’d like to own my own store one day. The marketing
knowledge I’ve gained will reveal itself to be invaluable, I’m
sure. So, all in all…it was a pretty good birthday present.
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