Edi Osborne, CSPM, CPBA, CPVA, Trimetrix

Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries.  She conducted business development roundtables all over the state of California and was instrumental in launching the Group Mentoring program co-hosted by San Jose State University’s Women Entrepreneur Department.

Since 1990 Ms. Osborne’s efforts have been focused primarily on helping the accounting profession develop and deliver business advisory services. As co-developer and primary instructor for the CPA Performance View program, endorsed by the AICPA, she has worked with a large number of accounting firms of all sizes. Ms. Osborne is co-founder of the Consulting Accountants’ RoundTable; an ongoing think tank and educational forum for practitioners dedicated to furthering their business advisory skills. She is also co-developer and primary instructor for the Mentor Plus® Certification in Strategic Performance Management and $COPE Advisor Program.

She is a sought after speaker known for her information packed, entertaining style. She has presented her message to many Institutes, International Accounting Leadership groups, State Societies, Accounting Associations, CCH, Microsoft, ACCPAC (now part of Sage), and many other professional organizations.

You will find her credits in the Journal of Accountancy, Accounting Today, Inside Public Accounting, Accounting Web, State Society and many other professional publications. She is co-author on the book, “Strategic Benchmarking for Value” published by Wiley and Sons.

She is fluent in the Behavioral Assessment arena with certifications in DISC, PIAV, and Trimetrix. This knowledge, coupled with her engaging facilitation style has helped many organizations resolve conflict, build effective teams, and advance to higher levels of performance.

Ms. Osborne is a highly regarded professional facilitator for Retreats, Planning, and Team Building Events. She has studied and effectively applies both Graphic Facilitation and Group Facilitation Methods that take any gathering to a higher level of cooperation resulting in lasting change. Some call her a Change Agent, others refer to her as a Mentor and Coach. Whatever hat she is wearing, she has a significant impact on those she works with.

On a personal note, Edi is a native Californian reaching back five generations. She is a glass mosaic artist, quilter, jazz lover, and DIY home rennovator. She resides with her husband, Steve on 10 acres in the Carmel Valley, known as the "Land of Oz".  She and Steve are gardeners, composters, recyclers, solar and wind proponents, and all around lovers of nature. Edi and Steve enjoy their four grown children, their spouses and are transitioning into grandparenthood with lots of energy and enthusiasm.