Upgrade your organization, transform your business.

Agile, Scrum, Lean, Kanban. Teamwork, management, leadership. Organizational change, learning, development.

REAL AGILITY.

Focused on sustainable change, BERTEIG harnesses the humanity of business to power your groups to be more resilient, resourceful and effective.

For the past decade, BERTEIG coaches have helped hundreds of organizations launch Enterprise Agility initiatives across the globe.

By developing a deep understanding of how your groups operate, BERTEIG uncovers clear growth avenues, propelling your business back to industry leadership.

Berteig Services

  • Training

    Inspiring learning events that provide insight, skill and knowledge.

  • Strategy

    Evaluating the effectiveness of your current direction and creating an optimized game plan for your future.

  • Coaching

    Supporting your leaders, managers and staff to achieve their goals.

  • Consulting

    Customized services to help transform your organization’s culture.

REALagility Assessment

Find out where your team ranks in:

Improvement Culture

How well do your people take the initiative to improve?

Focus Culture

Can your people focus on their work without task switching or interruptions?

Urgency Culture

Do your people care about delivering results now and not later?

Vision Culture

Are the people in your company united around a common vision?

Teamwork Culture

Do your people share a strong mutual commitment?

A 10-minute assessment for your organization.
Begin Now

Upcoming Licensed Scrum Master Learning Events

Come to one of our public Licensed Scrum Master (LSM) events – part of the new program introduced by Jeff Sutherland.   The LSM is also available as a private on-site Learning Event.

  • BERTEIG Licensed Scrum Master® (LSM) badge

    BERTEIG Licensed Scrum Master® (LSM)

    16 to 17 OCT 2019 - Toronto - Jerry Doucett

    Early-bird Discount! C$1595.00 C$1355.75 Until 24-Sep-2019 Register Now Only 15 Spots left!

    First ever public LSM in the world!!!

    Limited to 15 spots in total.

    Facilitated by Jerry Doucett, Master Instructor.

    Location:

    Downtown Toronto - TBD

    Date:

    16 to 17 OCT 2019 (2 days)

    Time:

    08:30 AM to 05:00 PM (EST)

    Trainer:
    Jerry Doucett

    Jerry Doucett


    VP Training Services, Senior Consultant and Instructor
    About Trainer
  • BERTEIG Licensed Scrum Master® (LSM) badge

    BERTEIG Licensed Scrum Master® (LSM)

    27 to 28 NOV 2019 - Toronto - Jerry Doucett

    Early-bird Discount! C$1595.00 C$1355.75 Until 29-Oct-2019 Register Now

    Location:

    Downtown Toronto (To Be Determined)

    Date:

    27 to 28 NOV 2019 (2 days)

    Time:

    08:30 AM to 05:00 PM (EST)

    Trainer:
    Jerry Doucett

    Jerry Doucett


    VP Training Services, Senior Consultant and Instructor
    About Trainer
  • Licensed Scrum Master® (LSM) badge

    Licensed Scrum Master® (LSM)

    28 to 30 JAN 2020 - Toronto - Jerry Doucett

    Early-bird Discount! C$2195.00 C$1865.75 Until 30-Dec-2019 Register Now

    Location:

    Doubletree by Hilton; 108 Chestnut St, Toronto, M5G 1R3

    Date:

    28 to 30 JAN 2020 (3 days)

    Time:

    08:30 AM to 05:00 PM (EST)

    Trainer:
    Jerry Doucett

    Jerry Doucett


    VP Training Services, Senior Consultant and Instructor
    About Trainer

Upcoming Team Kanban Practitioner Learning Events

The Team Kanban Practitioner is a 1-day course that is a critical supplement for any Scrum Master trying to improve the flow of work (productivity) of their Scrum team.  Learn practical techniques and get an introduction to the full Kanban management method.

  • Team Kanban Practitioner® (TKP) badge

    Team Kanban Practitioner® (TKP)

    28 OCT 2019 - Toronto - Jerry Doucett

    Early-bird Discount! C$1195.00 C$1015.75 Until 29-Sep-2019 Register Now

    This 1-day course guides you in the foundations of the Kanban Method® and serves as a fast starting point to an alternative path to Real Agility™. This course is designed for you if you are facilitating teams doing projects, operations, development, support, or research. Achieve the Team Kanban Practitioner® (TKP) credential with the Lean Kanban University® by successfully completing this course.

    - Participate in the FeatureBan simulation for immersive learning
    - Build a real-world Kanban board with guidance from our trainer
    - 7 PDUs | 7 SEUs
    - Team Kanban Practitioner® (TKP) certificate
    - Profile listing on the LKU alumni page
    - Registered Education Provider with LKU
    - Taught by Accredited Kanban Trainers only

    EXCLUSIVE: Free "Kanban for Teams" e-book written by BERTEIG consultants!

    Download your copy of the pre-reading book by David J. Anderson and Andy Carmichael:
    Essential Kanban Condensed: http://leankanban.com/guide/

    [Please register using a corporate email address, if applicable, as that is how we determine corporate loyalty program discounts.]

    Location:

    DoubleTree by Hilton; 108 Chestnut St, Toronto, ON. M5G 1R3

    Date:

    28 OCT 2019

    Time:

    09:00 AM to 05:00 PM (EST)

    Trainer:
    Jerry Doucett

    Jerry Doucett


    VP Training Services, Senior Consultant and Instructor
    About Trainer
  • Team Kanban Practitioner® (TKP) badge

    Team Kanban Practitioner® (TKP)

    10 DEC 2019 - Toronto - Jerry Doucett

    Early-bird Discount! C$1195.00 C$1015.75 Until 11-Nov-2019 Register Now

    This 1-day course guides you in the foundations of the Kanban Method® and serves as a fast starting point to an alternative path to Real Agility™. This course is designed for you if you are facilitating teams doing projects, operations, development, support, or research. Achieve the Team Kanban Practitioner® (TKP) credential with the Lean Kanban University® by successfully completing this course.

    - Participate in the FeatureBan simulation for immersive learning
    - Build a real-world Kanban board with guidance from our trainer
    - 7 PDUs | 7 SEUs
    - Team Kanban Practitioner® (TKP) certificate
    - Profile listing on the LKU alumni page
    - Registered Education Provider with LKU
    - Taught by Accredited Kanban Trainers only

    EXCLUSIVE: Free "Kanban for Teams" e-book written by BERTEIG consultants!

    Download your copy of the pre-reading book by David J. Anderson and Andy Carmichael:
    Essential Kanban Condensed: http://leankanban.com/guide/

    [Please register using a corporate email address, if applicable, as that is how we determine corporate loyalty program discounts.]

    Location:

    DoubleTree by Hilton; 108 Chestnut St, Toronto, ON. M5G 1R3

    Date:

    10 DEC 2019

    Time:

    09:00 AM to 05:00 PM (EST)

    Trainer:
    Jerry Doucett

    Jerry Doucett


    VP Training Services, Senior Consultant and Instructor
    About Trainer
  • Team Kanban Practitioner® (TKP) badge

    Team Kanban Practitioner® (TKP)

    16 JAN 2020 - Toronto - Jerry Doucett

    Early-bird Discount! C$1195.00 C$1015.75 Until 18-Dec-2019 Register Now

    This 1-day course guides you in the foundations of the Kanban Method® and serves as a fast starting point to an alternative path to Real Agility™. This course is designed for you if you are facilitating teams doing projects, operations, development, support, or research. Achieve the Team Kanban Practitioner® (TKP) credential with the Lean Kanban University® by successfully completing this course.

    - Participate in the FeatureBan simulation for immersive learning
    - Build a real-world Kanban board with guidance from our trainer
    - 7 PDUs | 7 SEUs
    - Team Kanban Practitioner® (TKP) certificate
    - Profile listing on the LKU alumni page
    - Registered Education Provider with LKU
    - Taught by Accredited Kanban Trainers only

    EXCLUSIVE: Free "Kanban for Teams" e-book written by BERTEIG consultants!

    Download your copy of the pre-reading book by David J. Anderson and Andy Carmichael:
    Essential Kanban Condensed: http://leankanban.com/guide/

    [Please register using a corporate email address, if applicable, as that is how we determine corporate loyalty program discounts.]

    Location:

    Doubletree by Hilton; 108 Chestnut St, Toronto, M5G 1R3

    Date:

    16 JAN 2020

    Time:

    09:00 AM to 05:00 PM (EST)

    Trainer:
    Jerry Doucett

    Jerry Doucett


    VP Training Services, Senior Consultant and Instructor
    About Trainer
Berteig Articles
How to Lead Like a Boss!

Good leadership is hard to find. Most bosses are forgettable. Sometimes the unfortunate reason for leaving a job is to… Read More

MEET OUR TRAINERS: Jerry Doucett

Jerry Doucett was born and raised in Toronto and has spent his entire life living in the GTA. [caption id="attachment_3383"… Read More

Promise Less for Better Sprints

We all do it from time to time: over-commit and under-deliver in a sprints. In our work as Agile coaches,… Read More

To read our full selection of articles about
Kanban, Scrum, Leadership Agile Methods, Technology, Organizational Change, and Community-Building,
please see the BERTEIG Real Agility Articles page.

Curious?

It Begins with Berteig.

Mishkin Berteig

Mishkin Berteig President and Co-Founder

Mishkin Berteig has been training, coaching and consulting for organizations since 1995. Mishkin co-founded BERTEIG in 2004. Mishkin is committed to helping individuals, teams and organizations to transform their way of working and achieve Real Agility.  Mishkin has developed and delivered Agile training both in public and in-house seminars for over 10000 people in Canada and abroad. Courses have been as short as three hour intro-style and as long as five day boot-camp-style, and audiences have ranged from junior team members to senior executives. Mishkin has been a Certified Scrum Trainer since 2005 and is the longest-standing CST in Canada.

Mishkin Berteig has been training, coaching and consulting for organizations since 1995. Mishkin co-founded BERTEIG in 2004. Mishkin is committed to helping individuals, teams and organizations to transform their way of working and achieve Real Agility.

Mishkin has assisted organizations of all sizes to make the transformation from traditional methods to Agile methods (Extreme Programming, Scrum, Lean, Kanban, OpenAgile). Mishkin has helped with culture change, change management, executive management coaching, Agile management, Agile product, project and operations management, Agile teamwork and Agile engineering practices. Mishkin is a co-author of the Real AgilityProgram, BERTEIG’s solution for organizations to achieve higher levels of organizational agility.

Mishkin has developed and delivered Agile training both in public and in-house seminars for over 10000 people in Canada and abroad. Courses have been as short as three hour intro-style and as long as five day boot-camp-style, and audiences have ranged from junior team members to senior executives. Mishkin has been a Certified Scrum Trainer since 2005 and is the longest-standing CST in Canada.

Mishkin maintains a popular blog, Agile Advice, with hundreds of articles about agile methods. Mishkin is also the author of two books “Agile Advice” and “I Am Not a Great Leader”.

Select Client List:

  • Banking: Scotiabank, RBC, BMO, TD Canada Trust, CIBC, HomeTrust, Capital One, Charles Schwab, Key Bank
  • Energy/Resources: Schlumberger, Bruce Power, Suncor Energy, Geosoft
  • Insurance: Great West Life, Liberty Mutual, Equitable Ins., Empire Life, Economical Ins. Grp.
  • Telecom: Ericsson, Blackberry, Siemens, Telus, Rogers, Bell, Nortel
  • Media: Globe and Mail, Shaw Media, ZU, Canoe.ca, CBC, Glacier Media, Post Media, TV Ontario, Comcast
  • Loyalty: LoyaltyOne, AIMIA, Points.com, Empathica
  • Technology: Adobe, Blueprint, Freshbooks, Intuit, Irdeto, Kijiji, MyPlanet Digital, OpenText
  • Education: Xello/Career Cruising, Desire2Learn, Queens University, University of Guelph
  • Government: Goverment of Canada, Government of Ontario, City of Fort McMurray,
  • Other: App Annie, Modernizing Medicine, Trader.ca, D+H, Workopolis, 407ETR, British Counsel, PHH, Ganz, RWDI

Certifications and Accreditations:

Certified Scrum Trainer®, Path to CSP Educator®, CSP-PO, CSP-SM, SAFe Program Consultant

Leadership Circle Profile Certified, Master of OpenAgile, Team Kanban Practitioner

BSc, Computational Science

Testimonials:

An engaging, thorough look at best practices behind true product ownership and working within Scrum. Expert instruction that was never boring and full of insightful learnings. It goes without saying that Mishkin knows his stuff, and is eager to teach Real Agility and Scrum to the world. – Matthew Parkinson, Director of Digital Product Management, Investors Group/ IGM Financial 2019

Mr. Berteig is a wonderful trainer and presenter of the materials covered. His experience in leading discussions around the various concepts and facilitating exercises used to feel the effect of Scrum were appropriate in relation to the audience’ prior experience and knowledge of the topic. – Simonne Cormier, Training Development and Coordinator, Veterans Affairs Canada, 2019

Experience Summary

  • Over 20 years practising, managing and coaching Agile Process and Development
  • Over 11 years experience teaching Scrum (and Agile) in a classroom
  • Over 8 years experience applying Agile outside of technology environments

Publications

2018


Support independent publishing: Buy this e-book on Lulu.
…or from the iBookStore!

2014


Support independent publishing: Buy the Agile Advice e-book on Lulu.
…or from the iBookStore!
…or from Amazon!

 

Presentations

Leadership Agility – Luck, Love and Truthfulness” – 20181011 – Agile North Meetup

Agile Architecture Master Class” – 20180515 – Private Client

Scrum vs. Kanban vs. ADKAR vs. Kotter – Which Is Best For You?” – 20171031 – Global Scrum Gathering Dublin

Real Agility for Everyone” – 20170921 – Private Client

Doubling Productivity with Real Agility” – 20170613 – Project Management Institute SWO Chapter

Launching Agile Teams – The Skills Matrix” – 20161114 – Toronto Agile Conference

Travis Birch

Travis Birch Partner, Accredited Kanban Trainer, Principal Consultant

Travis Birch has extensive experience in consulting, coaching and facilitation in organizational transformation and team building methods since 2008, with a focus on Agile methods. Travis is highly committed to helping transform people, process and culture in organizations. Travis brings patience, integrity and sensitivity to others as personal qualities to his work with organizations. Travis is an Accredited Kanban Trainer (AKT), a Kanban Coaching Professional (KCP), a Certified Scrum Professional (CSP), and a certified SAFe Program Consultant (SPC). Travis has contributed dozens of articles to Agile Advice over the years and is currently working on three separate books about Kanban. Travis joined BERTEIG in July 2008.

In 2007, Travis’ classical ballet career was ended by injuries. He figuratively fell off the stage and into a Scrum class. He began his new career as an apprentice Scrum trainer under the mentorship of Mishkin Berteig. That soon lead to training and consulting engagements with the likes of Blackberry and Royal Bank of Canada. He would go on to lead engagements with the Government of Ontario, LoyaltyOne and Telus.

Travis has over a decade of hands on experience helping leaders and organizations achieve business agility, fitness and survivability, customer focus, service-orientation, sustainability, flow of customer value and continuous improvement. Provides pragmatic, evidence-based advice and employs data-driven and humane methods and techniques that enable people and organizations to evolve their own solutions and processes towards success in their own unique business contexts.

Travis considers Kanban’s systematic yet humane approach to evolving organizations a key differentiator to other organizational change approaches. Travis brings curiosity, enthusiasm, respect and empathy to his work as a trainer and consultant.

Select Client List:

  • Banking: Scotiabank, BMO, RBC, CIBC, TD, Hometrust
  • Insurance: Great West Life, Sun Life, The Economical Insurance Group, Alberta Motor Association
  • Other Financial: CapitalOne, Mastercard, Healthcare of Ontario Pension Plan, LPL Financial, Zomaron
  • Loyalty: Loyalty One, Aimia
  • Telecom: Telus, Bell Canada, Blackberry (RIM)
  • Charitable: Sick Kids Foundation, World Vision Canada
  • Trader.ca, Canadian Tire, Honda Canada, DealerTrack, Government of Ontario, Bruce Power, MyPlanet Digital, Platinum Edge

Certifications and Accreditations:

Accredited Kanban Trainer (AKT), Kanban Coaching Professional (KCP), Kanban Management Professional (KMP)
SAFe Program Consultant (SPC4)
Certified Scrum Professional (CSP), Certified Scrum Master (CSM), Certified Scrum Product Owner (CSPO)
Professional Scrum Master (PSM1)
Certified Agile Leader (CAL1)
Master of OpenAgile

Testimonials:

“Authenticity and passion is at the core of Travis as a person—qualities that transfer into making him a fantastic Agile Coach. Travis connects with people, understands them and sees their strengths, and is able to bring people to be their best. I have had the privilege to work with Travis as my Agile Coach on an extremely challenging Agile organizational transformation. I could not have asked for a better partner, giving me relevant advice and perspective when I needed it and kicking my… when I needed that too. If you are looking for help or to accelerate your journey as an Agile organization, you should connect with Travis.” – Martin Aziz, Director Agile Practices & Business Transformation, PMO, LoyaltyOne, 2018

“I recently took my Kanban System Design and Kanban Management Professional certifications with Travis as the instructor. His deep understanding of the topics, clear presentation and excellent support throughout the class made the learning experience enjoyable and has made me confident I truly understand 100% of the content. I would recommend him highly as an instructor and as a consultant because of his knowledge, communication skills and his ability to reason things through to solutions that make sense.” – Jim Bennet, Agile and Lean Siz Sigma Strategist, Manager, 2017

Presentations:

Jerry Doucett

Jerry Doucett VP Training Services, Senior Consultant and Instructor

Jerry Doucett is an Agile transformation advisor with over 25 years of hands-on experience in software and process development initiatives. Jerry has proudly served on numerous enterprise transformations by focusing support on four key success pillars: cultivating in-house expertise on Lean and Agile practices, defining enterprise transformation strategies, building and delivering coaching and training programs, and developing effective relationships between business and IT.

Jerry’s Story

Teaching has always been a passion for me. I remember several of my primary school teachers saying I should consider being a teacher one day because I seemed to have an inclination for it. In high school I partnered a small start-up company where we taught computers and programming languages to youth on evenings and weekends. Much later during mid 1990’s I taught several University night school classes. I loved all of it, but at the time I never thought I’d actually end up working the front of a classroom.

My first exposure to Scrum was in 2008 as a Project Manager at MapInfo Corporation. There was considerable animosity between business and IT because of project issues so we decided to try Scrum in the hope of bringing business and IT together. Eighteen months later we had transformed most of the global organization (North America, Europe and Asia) by building a scaled system of interconnected Agile services and teams. In essence we were operating as Enterprise Agile Coaches and educators but we didn’t call it that – it’s just what we did.

In 2010 I became an Agile Practice Lead in the Royal Bank of Canada’s Agile Centre of Excellence where I spent about 1/2 of my time building and delivering training classes. This was where I realized I would be happy spending the rest of my career teaching Agility. While at RBC I taught Scrum and Agile classes to over 800 people globally which solidified my desire to teach Scrum and Agile for the rest of my career.

Over the next few years I taught and coached Scrum, Kanban, Lean and Agile at organizations like Telus, Canadian Tire, LoyaltyOne, and
Sick Kids Foundation. It was rewarding but I wanted more. Then in 2016 I had the fortune of becoming an instructor and coach at BERTEIG. It’s been a fantastic experience. I’ve delivered hundreds of classes to thousands of people and it’s been very rewarding working alongside many world-class Scrum instructors and learning from them.

This past January I added new height and breadth to my career when I became an Accredited Kanban Trainer (AKT) with Lean Kanban University. Since then it has been an honour to teach and certify people in Kanban as their eyes light up when they realize it is an alternate path to Agility.

The one thing that has always eluded me is to become a Scrum trainer for a globally recognized certification agency. Now that I’ve been awarded the Licensed Scrum Trainer (LST) designation with Scrum Inc. I feel I can finally provide a meaningful certification option and a balanced view of Agility by combining my own knowledge and teaching with the wealth of globally recognized experience at Scrum Inc. and BERTEIG. I’m really looking forward to where this new path may take me and how I may leverage it to help others achieve their own personal and professional learning goals and outcomes.

After decades working in the Software and IT industry I have finally found the sweet spot where I hope to finish my career – as an Agile trainer with the credentials to certify people with globally recognized agencies in Scrum and Kanban. Becoming a Licensed Scrum Trainer (LST) for Scrum Inc. has finally allowed me to achieve a goal I set almost 10 years ago and I am humbled by this opportunity to represent Jeff Sutherland and his team. Combining my LST status with my credential from Lean Kanban University as an Accredited Kanban Trainer (AKT) as well as my hands-on experience working in the industry for over 26 years should hopefully provide a balanced and well-rounded experience for any student that chooses to join me in a classroom or learning event.

Jerry Doucett is an Agile transformation advisor with over 25 years of hands-on experience in software and process development initiatives. Jerry has proudly served on numerous enterprise transformations by focusing support on four key success pillars: cultivating in-house expertise on Lean and Agile practices, defining enterprise transformation strategies, building and delivering coaching and training programs, and developing effective relationships between business and IT.

For over a decade Jerry has been supporting Agile transformation strategies. On numerous occasions he has served as an integral coach, mentor, advisor and team member on several enterprise transformation leadership teams including several companies with over 50,000 employees.

Jerry has developed and delivered Agile training for over 2,500 people in Canada and abroad. He has been teaching private Scrum classes under license for Jeff Sutherland and Scrum Inc. since 2016. His tailored materials include everything from introductions to advanced role-focused topics, and target audiences from junior team members to senior executives at multinational corporations. He has contributed many blog and online articles over the last few years, and his latest book (published October 2018) is “The Scrum Master Guide to Choosing Retrospective Techniques”.

Select Client List:

  • RBC Royal Bank of Canada, TD Bank, Royal Trust, Scotiabank, BMO
  • GFSA, London Life Insurance, Great West Life Insurance, Canada Life
  • Carbonite (EVault), Deloitte, TELUS, Canadian Tire, Pitney Bowes
  • LoyaltyOne (AirMiles Corporation), Sick Kids Foundation
  • MapInfo Corporation, ESI Canada, DigiMap, ExtenSys, General Motors
  • Hydro One, Toronto Hydro, North York Hydro, SPL Worldgroup

Certifications and Accreditations:

Accredited Kanban Trainer, Licensed Scrum Trainer, Kanban Management Professional

Scrum Alliance® Registered Education Provider, Certified Scrum Professional

Certified Scrum Master, Certified Scrum Product Owner, Certified Scrum Developer, Professional Scrum Master I

SAFe® Program Consultant, Project Management Professional

Prosci ADKAR® Change Management Professional

B.A.A, HONS, Applied Geography, Economics Minor, Ryerson University

Experience Summary

  • Over 25 years in software and process development initiatives
  • Over 15 years of applying project management practices
  • Over 9 years assisting organizations to leverage Agile and Lean approaches
  • Over 7 years assisting enterprise Agile transformations

Testimonials:

“I wanted to acknowledge Jerry for his support and mentorship as he was pivotal as I on boarded to a new role within a new department and new Scrum team; a team newly formed and new to Agile. Jerry supported the team through training including User Story Writing and Agile estimation workshops among many. During team lift off Jerry identified that both road map and product backlog were missing from ‘delivering value’ stream and as a result we saw a team with constantly changing focus, a large number of product responsibilities and a lack of clarity on priorities. The Scrum process does facilitate changing priorities, but it doesn’t help the team adapt. This was an extremely challenging experience but a tremendous learning opportunity for me as I had guidance and gained key insights from this experienced Agile Enterprise Coach. I am fortunate to have been able to rely on Jerry’s leadership, experience and coaching. Thank you!” – Angeline Lim, Program Implementation Manager at Loyalty One

Publications

2018 – The Scrum Master Guide to Choosing Retrospective Techniques

Book Cover - The Scrum Master Guide to Choosing Retrospective Techniques

(Currently only available on Lulu.com in ePub format.  Click the image for more information.)

Presentations

Kanban Case Study” – 20190121 – Private Event

David Vicentin

David Vicentin Agile/Lean Consultant, Interim VP of Finance

David is a Lean Six-Sigma Master Black Belt and process consultant with experience growing consulting businesses. David joined BERTEIG in July of 2017.

David Vicentin has delivered Operational Excellence and Agile implementation for the past 15 years as a management consultant.  His clients come from diverse industries in North America, South America and Europe.

Working at different organizational levels from operatives to senior management, his focus is to achieve sustainably higher results.  David has trained, mentored and coached thousands of people for many businesses, with a focus on increasing personal performance for coaches and improving their business environment, overall.  David is a consultant, coach, facilitator, and trainer at all organizational levels.

As an Industrial Engineer, Master in Economics and Finance and Master Black Belt in Lean Six Sigma, his ability to evolve people results in service delivery which increases value, reduces cost and improves both quality and productivity for his clients.

Facilitator of more than 250 projects using DMAIC, DMADV, RCA, Kaizen, FMEA and SCRUM, he focuses on cost reduction, quality and productivity improvements, cash flow improvement and customer satisfaction.

David has lead projects and workshops in materials/logistics, manufacturing, purchases, finance, sales, R&D and information technology areas.  David specializes in Productivity Techniques, Management Systems and, Finance focused to increase business results.

David coordinates and leads projects in many countries as he is fluent in English, Portuguese and Spanish.

David joined BERTEIG in July 2017.

Select Client List:

  • Financial Services: HSBC, Mastercard, Scotiabank, Great West Life
  • Automotive: Rolls Royce, Trader.ca, Alberta Motor Association (AMA)
  • Healthcare: Sick Kids Foundation, Canadian Institute for Health Information (CIHI)
  • Other: Coca-Cola, LoyaltyOne, SITA

Certifications and Accreditations:

  • Team Kanban Practitioner (TKP), Kanban Management Professional (KMP)
  • Certified Scrum Master (CSM), Certified Scrum Product Owner (CSPO)
  • Lean Six Sigma Master Black Belt (LSSMBB), Design Thinking Trainer (DTT)
  • Leadership Circle Profile (LCP), Agile Certified Practitioner (PMI-ACP)
  • BSc. Production Engineering (POLI-USP), Master in Finance and Economics (Fundacao Getulio Vargas – FGV)

Experience Summary:

Over 15 years’ experience in design and delivery training Lean Six Sigma and Agile Methods.

Testimonials:

“Derived from the fact that our organization has approximately 100,000 employees, it is an organization with a lot of structure, processes, protocols, therefore the projects carried out have long and bureaucratic project flows, however, due to needs and priorities we challenge ourselves to be able to perform a disruptive technological tool, with the objective that thousands of our employees are empowered and have a virtual library of contents and information that will help them to fulfill their roles.
With this Agile accompaniment we have broken paradigms, in this specific project, Agile techniques (Scrum) has given us the necessary support to convince employees that change of mentality, mainly with a collaboration approach, incremental deliveries, better way in the form of negotiation with internal clients, external (suppliers) and the most important thing as we do from day 1 more tangible results.
Thanks to Coach David we have found the right paths in the way that intervenes and guides us promptly in the project.” (translated from Spanish) – Andrés L Nava, Talent Development Leader, Coca-Cola

Forbes Benning

Forbes Benning Agile Coach and Trainer

Forbes Benning began using the Agile philosophy in 2008 and wonders how he ever lived without it. Now Forbes wants to share that knowledge and experience with other teams. He has experience consulting, coaching, facilitation and team building in large enterprise settings. With a focus on methods such as Scrum, Forbes is committed to helping transform people, process and culture in organizations.

Forbes Benning began using the Agile philosophy in 2008 and wonders how he ever lived without it. Now Forbes wants to share that knowledge and experience with other teams. He has experience consulting, coaching, facilitation and team building in large enterprise settings. With a focus on methods such as Scrum, Forbes is committed to helping transform people, process and culture in organizations.

Forbes was active in helping projects succeed for 10 years before becoming a PMP in 2005. He then received certification as a ScrumMaster® in 2008. He is dedicated to sharing this knowledge to help other teams succeed.

Forbes has worked as a ScrumMaster to assist teams in their adoption of Scrum. He has also assisted firms in the financial, gaming and automotive sector with their Agile transformations, including Agile teamwork, Agile project and product management, and Agile consulting and training at the executive level.

Forbes has been a long-time volunteer with the PMI-SWOC. He managed the organization of the regional PMI conference in 2009 and 2010.

Now he is also working on enterprise cloud transformation and has become an AWS Architect (Amazon Web Services) to help with customer journeys.

Select Client List:

Certent, CIHI (Canadian Institute of Health Information), City of Toronto, Finastra (D+H), Government of Ontario, Great West Life, Intuit Canada, Kijiji (eBay), Nutreco, SafeNet, ScotiaBank, Seneca College, TD Canada Trust, Upstream Works, PPI, CoreSolutions, Mostly Digital, Diamond L Healthcare Software Solutions, Gilchrist Games, PMI-SWOC, Autodata, The Ontario Association of Community Care Access Centres, The Ontario Ministry of Environment

Certifications and Accreditations:

Professional Scrum Master I + II (PSM I and PSM II), Professional Scrum Product Owner I (PSPO I)
Certified ScrumMaster (CSM), Certified Scrum Product Owner (CSPO)
Team Kanban Practitioner (TKP), Kanban Management Professional (KMP)
AWS Architect, Project Management Professional (PMP), Certified SAFe Agilist (Leading SAFe)
Bachelor of Arts (History) from the University of Western Ontario

Experience Summary

Over 23 years helping projects succeed

Over 11 years experience helping teams adopt Scrum and other Agile methods

5 years of experience training teams and organizations on Scrum

Testimonials / References

“I thought the class was great with Forbes providing real world examples and experiences.” – Product Manager

Pedram Malek

Pedram Malek Technical Consultant

Pedram holds a BSc. in Computer Sciences and has been developing software for over 10 years in a variety of industries and learning to apply Agile principles. Pedram trains and coaches Agile teams to strive for technical excellence using Agile practices to deliver high quality software. Pedram helps teams build technologies that focus on customer’s needs and are responsive to market conditions.

Pedram has been developing software for over 10 years in a variety of industries and learning to apply Agile principles. Pedram trains and coaches Agile teams to strive for technical excellence using Agile practices to deliver high quality software. Pedram helps teams build technologies that focus on customer’s needs and are responsive to market conditions.

Pedram directs the development of BERTEIG’s core technology that supports our vision and strategy. When he is not training or coaching you can probably find him designing and building software using the Mongo Express ReactJS Node.js (MERN) framework.

Pedram joined BERTEIG in February 2017.

Certifications and Accreditations

  • Certified Scrum Developer, Certified Scrum Master, Certified Product Owner
  • Kanban Management Professional, Team Kanban Practitioner, Certified SAFe Agilist
  • BSc. in Computer Sciences

Selected Client List

  • Automotive: SCI Marketview, Carfax, Trader.ca
  • Financial Services: CIBC, Scotiabank
  • Other: CIHI (Canadian Institute of Health Information), Bell Media, Infor

Experience Summary

  • 12 years experience delivering technical solutions
  • 6 years experience leading teams
  • 4 years experience applying Agile engineering techniques

BERTEIG Clients

Scotiabank
Suncor
Aimia
CapitalOne
Bruce Power
CGI
407ETR
Siemens
TD
Sick Kids Foundation
Equitable Life of Canada
Freshbooks
Integra Technologies
Loyalty One
RBC Royal Bank