Our People. Our Philosophy.

Business management is the crucial ingredient that keeps a business alive. As companies mature, they learn to move from hand-to-mouth management to proactively building an equitable business. We're part of the amazing story of transformative technology that has brought us to a brand new way of monitoring the health of a business or group of businesses. 

In this new world, owners take on a continuous process of setting goals and translating them into action plans, go/no-go decisions, metrics, milestones, dates and they get their team on the same page. But they are now forced to do this with less time and fewer resources.  This is where technology steps in: 

With technology like the Corelytics Financial Dashboard, we’ve fine-tuned a management process to take minutes each month from what typically took an owner hours of spreadsheet manipulation. Expense tracking is nearly automatic; We’re now able to have a deeper relationship with our customers and process their feedback in a meaningful way. With mobile technology, there are capabilities to deliver exactly what we used to deliver only while tethered to a desk and there is so much more. These are among many if the steps toward modern management. 

We also see this shift bringing accountants and advisors closer to their clients where, instead of an annual tax-based relationship, clients have a monthly conversation with their advisors to keep on track all year long rather than just look back at past performance. 

We're delighted to be in this space and you can watch for these concepts and more in my upcoming book Vital Signs: Managing the Vital Signs of Your Business.  

-Frank Coker, CEO, Corelytics

Our Executive Team

 
 
 

Frank Coker, CEO    "The Professor"

Frank serves as Chief Strategist. As a Finance Professor at the UW iSchool, he believes in leading through education inside and out. He serves on several boards and under his leadership, Corelytics has been recognized as a Top 25 Emerging Vendor and won Intuit’s Grand Prize App of the Year.

Interested in having Frank speak at your next event or webinar?  Check out Frank's Speaker Bio.

 

Doug Hall, Business Development

Doug Hall brings Corelytics decades of building and growing businesses with a unique blend of leadership and experience in consultancy while applying metrics to drive businesses forward.  His focus on strategic partnership and scalable sales process, drives both strategic business plans and tactical execution. 

 

Theresa Crowley, Operations & Analyst

Theresa's background in IS and business management enables her to operationalize processes, enhance the customer experience, and provide analytical analysis of business operations.

 

Kris Fuehr, Marketing

Kris works to grow Corelytics through partnerships with Advisors and digital marketing as Corelytics leads the transformation from traditional accounting to Business Management 3.0. Kris’ 13-years of channel-building experience started at Microsoft.

 

 

Frank Coker Speaker Bio

Frank Coker is asked to speak at industry conferences where business acumen and insight is needed for an audience who may consider financial management a necessary chore. 

From Finance 101 to in-depth discussions on trends, Frank not only brings the insight of an upbeat professor, but can connect on a basic level to all types of business owners.  With Frank's presentations come an aggregate of business financial data based on real-time accounting data from thousands of companies and report on findings and trends in business performance. 

Frank draws on his years of consulting experience at Price Waterhouse and IBM for world-class concepts and strategies. 

Frank supplements his speaking engagements with written educational materials suited to the client's scenario.  

Suggested Keynote Programs

  • Understanding your P&L (for non-MBAs)
  • What to watch in your business
  • Knowing your numbers in minutes a month
  • Essential cash management strategies
  • Best ways to work with a business financial advisor

 "What I enjoy most about Frank's presentations (and I've seen several) is that there are always mind-boggling concepts that are easy to understand, followed by practical nuggets of insight that can be used right away." 
-Ken Halloway, IT Pros

Speaker's Fee Range:

Engagements with Corelytics promotion:
$2,000 + T&E

Educational speeches (no promotion): 
$4,200 (includes whitepaper)

Travels from: WA

 Check Frank's Availability:  Contact kris*at*corelytics.com or 425-830-0867

Building Equity Value - Part 7 - Market Impact from Frank Coker on Vimeo.


Looking for a Career?

Apply for our current openings:

Name *
Name
http://

Speaking & Sponsoring

Contact Us

Sales Office:

15405 SE 37th Street, Suite 100
Bellevue, WA 98006
425.533.0403
866.221.8394

Email info(at)corelytics.com

 

Corporate Headquarters:

CoreConnex, Inc. (dba Corelytics, Inc.)
10900 NE 4th Street
Suite 2300
Bellevue, WA 98004