Case Studies

Kenneth Brown

Business Problem: Inconsistent and inaccurate forecasts hindered effective investment and spending decisions.

Solution: Implementing a data-driven forecasting approach enhanced precision, enabling confident strategic planning.

SEKISUI-KYDEX

Business Problem: Reliance on short-term tactics and gut feelings impeded long-term strategic growth.

Solution: Leveraging objective macroeconomic data facilitated a shift to proactive, long-term decision-making.

Private Equity Firm

Business Problem: Difficulty assessing how a potential acquisition’s revenue correlated with market health.

Solution: Utilizing independent economic analysis clarified revenue trajectories, informing acquisition strategies

Vallen Distribution

Business Problem: Unforeseen economic shifts led to reactive and challenging business decisions.

Solution: Access to accurate external forecasts provided clarity, enabling proactive strategic adjustments.

Transfer Flow

Business Problem: Lack of unified direction across departments affected cohesive business planning.

Solution: Adopting a common analytical framework aligned teams, fostering coordinated strategic initiatives.

Lynn Safety

Business Problem: Failure to anticipate turns in the business cycle and reactionary decision-making.

Solution: Data-driven forecasts guiding decisions to make the most profit.

Trim-Tex

Business Problem: Disparate executive perspectives led to misaligned goals and strategies.

Solution: Regular expert-led discussions unified leadership, aligning company objectives with market realities.

Lakeside Manufacturing

Business Problem: Insufficient foresight into economic trends affected staffing and inventory decisions.

Solution: Incorporating economic indicators into planning ensured preparedness for growth opportunities.

Miller Fabrication Solutions

Business Problem: Mistimed investments due to reactive decision-making in a volatile market.

Solution: Strategic use of economic forecasts optimized investment timing, enhancing growth prospects.

The Granite Group

Business Problem: The Great Recession caught the company off-guard, leading to significant setbacks.

Solution: Integrating economic forecasting into planning processes mitigated future downturn impacts.

Acquisition by Crowe

Business Problem: Portfolio companies lacked experience in developing robust budgets and strategic plans.

Solution: Providing foundational market data supported informed budgeting and long-term planning.

DW Distribution

Business Problem: Need for economic insights to back strategic decision-making.

Solution: Integrating ITR Economics’ methodology into all business decisions, and ultimately utilizing said insights to sell the business at an optimal point in the business cycle.

LifeSport

Business Problem: The 2008 recession exposed vulnerabilities due to lack of economic preparedness.

Solution: Developing a customized long-term economic roadmap enhanced financial resilience.

Metal Treating Institute

Business Problem: Lacking a source of reliable economic long-term forecasting.

Solution: Accurate forecasting and actionable insights on key topics navigating the company through challenging times.

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- Ingvild Blackwell, Insider Member

 

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PRAISE FOR OUR SPEAKERS

"The presentation today was excellent and the two speakers were impactful. The ITR methodology is a must learn and use for any business. Keeping track of your rates-of-change and monthly moving averages and charting them is an excellent tool for being prepared for whatever comes your way! My first exposure to Alan and ITR was the day after Obama was elected. I can honestly say that they helped save our business during the 2008 [Great Recession]."

- The Goering Center Presentation Attendee

 

"I just wanted to take a moment to thank you for your presentation last week… I’ve seen a number of economists deliver programs in the past, but none of them really connected with the audience like you. From the shaping of your message so that it was understandable and relevant to our members to the delivery in an engaging and entertaining manner, it differentiated you from the others. Feedback from our members was very positive, with some saying best speakers yet!"

- Thomas S. Passek, President of the Copper Development Association Inc.

 

"Lauren Saidel-Baker recently delivered a presentation to my Women Presidents' Organization at the Yale Club in Manhattan. Lauren was excellent in every respect. Her discussion of economic trends was comprehensive, easy to understand and impactful for the audience of women business owners. Lauren is extremely facile at reading her audience and responding to their needs. Her extensive knowledge and experience in economics was evident as she handled a variety of questions with ease. I highly recommend Lauren Saidel-Baker."

- Diane McIlree, Chapter Chair at the Women Presidents’ Organization

 

"Every year, Alan’s presentation is the most highly anticipated of our Industry Summit. His forecasts for the power transmission/motion control market and for the industrial markets our members sell into give our members an accurate and trusted projection they can use in their planning throughout the supply chain. An added bonus is always Alan’s wit and humor as well as his ability to translate complex economic principles into relatable and actionable recommendations."

- Ann Arnott, Executive VP and CEO at PTDA

 

"We again had a record attendance for Brian's presentation. Half of the room has heard him before and came back for more. The other half has indicated the presentation far exceeded their expectations. This is not a boring statistical slideshow. Brian speaks to our region specifically and our 90 minutes always goes too quickly."

- Stephanie Hall, CEO of MMAC

 

"My company booked Connor for an insulation contractors and suppliers conference of 150 people. He made sure he specialized his presentation to pertain to those attending our conference. He presented on ‘Managing in an Uncertain Economy’ –Everyone and I mean EVERYONE in the room was engaged… did I mention it was 9am in the morning! Connor was funny, professional, seamless and was extremely knowledgeable on this topic. I had so many attendees come up to me asking when he could come back! As someone who plans events for a living, having this kind of reaction is what I strive for. We will DEFINITELY be calling Connor to come speak at a future conference!"

- Allison Wieland, Association Development Services Inc.

 

"ITR Economics has been part of our Vistage Florida 2046 Family since September 2001 when Brian Beaulieu first spoke to us.  With 22 years of experience, I can attest to the value ITR has provided to my members.  For example, years in advance ITR forecast the Great Recession of 2008 among other major economic events.  They were a valued resource for our group especially in this 2008 - 2010 period.  As a result, our group was prepared. Now, with the 2030’s Depression ahead of us, there will be many opportunities and challenges.   In January 2024 we were fortunate to have ITR speaker Michael Feuz join us as we begin to plan for this event.  Michael was excellent and continued the ITR tradition of providing the Vistage members with information to help them make profitable business decisions now and through the 2030’s."

- Barbara Monti, Vistage Florida Chair

 

"Per usual, Connor wowed our audience.  We like to call him our resident economist!  He tells it like it is, but leaves his audiences with a better understanding of what to expect!"

- Deidre Flynn, Executive VP at NAFEM

 

"Michael Feuz was an absolutely fantastic presenter and created an economic vision for our audience of C-suite executives. I would highly recommend using Michael whenever business professionals need an accurate forecast of the conditions that can impact their decision-making. He was informed, persuasive, and yes, even humorous, which I never thought an economist could be."

- Paul Bambei, President and CEO of The Outdoor Hospitality Industry

 

Connor Lokar's presentation on the 2024 economic landscape to members of our Chamber of Commerce was timely and relevant. He covered a broad range of topics, including inflation and consumer spending, which are key concerns for many of our members.  What particularly impressed me was his ability to weave humor into the discussion.  Even when presenting potentially bleak information, his sense of humor kept the audience engaged and receptive. Furthermore, the entire process of booking this event with ITR Economics was organized, seamless, and easy. Based on both Connor's performance and the positive experience working with ITR, I would certainly be interested in collaborating again in the future."

- Andrew McAfee, Vice President of the Clermont Chamber of Commerce

 

"Taylor did a great job, and our guests enjoyed the presentation!  Taylor was dynamic, approachable and distilled complex economic trends into easy-to-understand concepts.  We thoroughly enjoyed having Taylor at our recent Bryant Dealer Meeting!"

- Kelly Redinger, Sr. Marketing Manager at Behler-Young Company

 

"The feedback we received on Lauren was very positive.  In general, our members enjoyed the fact that the presentation contained a lot of good information that was explained in a way that all could understand.  They also loved the fact that there was no “doom and gloom”.  I’m sure we will be inviting Lauren back next year."

- Geoff Gordon, Executive Director at Fuse Alliance

 

"ITR helps keep us up to date with the economic forecast and make informed business decisions. We have subscribed to the trends report for years and were pleased to host Taylor St. Germain for a seminar at our Denver location with employees and customers.  Taylor was an excellent speaker and very knowledgeable. The information presented was clear and impactful, and Taylor was able to answer all the audience's questions. We would certainly recommend this experience to any business looking to learn more about the current economy."

- Scott Fellhauer, VP of Sales at General Air Service & Supply

 

"[Michael Feuz] made a very complex topic very easy to understand! Very fun presentation."

- Alan Lowe, Vistage Florida

 

"[Michael Feuz] was engaging and informative! Presentation was spot on; good value of info. Always informative and great presentation style. Great job. Excellent insight, no ego presentation. Very knowledgeable and timely information. Great presentation skills. Very informative. Great speaker!"

- Vistage Florida Attendee

 

"Excellent presentation. I look forward to this presentation every year. Extremely beneficial for planning for my business. Michael was able to present the information in an easy to understand way. Good snapshot of macro economy and how to plan for the future. Very interesting topic as always. Always appreciate Michael's presentation. Great presentation, really enjoyed the honesty of shifting goal post bast on numbers. Nice update on overall economy. Enjoyed it a lot."

- Vistage Florida Attendee