Miles Everson @

Case Study 5 Name: Pujita Tipnis UID: <deleted>

Role of Global Engagement Partner (GEP) @ PwC

Key partner on the accountRelationship management: building a network of relationships with their clients‘Trusted advisor’ to clients’ top leadership teamBeing integrator for the firm around client business issuesBuilding and leading a team focused on creating value for the clientExecution:

Oversee the creation and delivery of subject-matter specialists and teams to staff projects

Sensitivity to and anticipation of client needsBusiness Development:

Work closely with a Client Relationship Executive (CRE) as a day-to-day presence

Maximizing PwC contacts with many individuals in the client organization

Effectiveness of Miles Everson: GEP with BestBank

En-route to becoming GEP

Specialist on financial government and Risk Management Started in Finance function from ground -> grew small project into rest of the company

within 18 months Responsible for getting 2 more projects thereby giving PwC initial visibility and traction

with management

Effectiveness as GEP with BestBank

Built BestBank account from $200,000 in annual billings in 2002 to over $5 million in 2007, placing BestBank in PwC’s top 10% of U.S. advisory clients

Aware and up-to-date about the who’s and what’s at BestBank so as to improve relationship with BestBank

Central source of review of PwC’s work at BestBank Cultivated networks in PwC, at clients and across broader business community, thus,

building expertise and improving reputation and value to the firm, his clients & teams Responded promptly to client needs

Miles Everson: Challenges in becoming GEP with Global Financial (GF)

Co-ordinated the work of 10-25 projects at any given point in timeRevenues generated by GF – earned mostly from auditing individual funds as opposed to auditing the company’s book – which meant more work for PwCSecurities and derivative losses intensified throughout 2007 and 2008GF in comparison with BestBank:

10 times bigger in terms of assets and revenues Operations in several dozen countries. Much more international scope Much broader product range and more complex work Very different and more formal culture Many more senior managers to determine project-consultant mapping Need for even more dedicated PwC people on GF

Everson would need to adjust, adapt and learn to face and manage a greater magnitude of what he encountered and did at BestBank

Be aware of challenges GF addresses across its organization and suggest solutions to solve themMaintain active presence with BestBank counterparts throughout transition to new GEPHandling new functional responsibilities for Banking & Capital Markets (BCM)Need for him to spend time with other successful and experienced GEPsRely on others to maintain international connectionsNeed for him to communicate less with those not serving GF or his other projects

Miles Everson: Challenges in becoming GEP with Global Financial (GF)

Recommendations for Miles Everson

Commitments

o Avoid making commitments that cannot be met

o Create alerts to get notified of important emails and tasks

Time Management

o Avoid involving in matters that do not warrant GEP attention

o Train junior to take over basic tasks so as to get time to focus on critical ones

Instead …

o Spend time in increasing breadth of business knowledge

o Take regular updates from subordinates to monitor projects

Work-Life Balance

o Dedicate some more time for familyo Get enough sleep

Cover page:

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PwC logo 1:

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PwC logo 2:

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References

Thank You !