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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.

Resources

Software & Vendors & Requirements, Oh My!

When a software selection project falls out of the sky and onto your plate, you need a strong heart, a sharp brain, and the courage to tackle the task.  This is the book that provides all three, and more.  It is a clear and methodical map through the unclear and needlessly chaotic process of software selection.

Click Here
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