Meet the founders

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Dan Paulson is an accomplished international speaker, author, facilitator, and coach who has spent decades helping business leaders regain control of their companies and lives. As the founder of InVision Business Development, Dan has worked with hundreds of executives and business owners to transform their operations, achieve sustainable growth, and build high-performing teams. His expertise spans leadership development, operational efficiency, and strategic planning, making him a trusted advisor to organizations across various industries.

Growing up on a Wisconsin farm, Dan developed a strong work ethic and a “get it done” attitude that has become the foundation of his coaching philosophy. Inspired by his father’s passion for fast cars, he learned the importance of precision and discipline—qualities that he now uses to guide business leaders toward success. His deep understanding of what drives people and organizations forward allows him to identify challenges quickly and provide practical, actionable solutions.

Dan’s professional journey has been marked by a commitment to continuous improvement and growth. He holds certifications in leadership and operational excellence, and his diverse career experience includes roles in corporate leadership, consulting, and entrepreneurship. He is also the author of Apples to Apples: How to Stand Out From Your Competition, a book that provides valuable insights for leaders looking to differentiate their businesses in a crowded marketplace.

Over the years, Dan has worked with companies ranging from small startups to established enterprises, helping them overcome barriers to growth, streamline their processes, and improve profitability. His hands-on approach ensures that every client receives personalized strategies tailored to their unique needs and goals. In addition to his one-on-one coaching, Dan delivers dynamic keynote speeches and interactive workshops, equipping audiences with the tools they need to succeed.

Whether it’s helping a business owner navigate succession planning, coaching teams to work more effectively, or introducing automation strategies to improve efficiency, Dan’s focus is always on delivering measurable results. His proven methods empower leaders to delegate more effectively, build a culture of accountability, and free up time for strategic initiatives that drive long-term success.

Richard T. Veltre is the President and Founder of The Veltre Group, bringing over 30 years of experience as a Certified Public Accountant (CPA) and business advisor. His extensive background encompasses roles from start-up environments to publicly traded partnerships, with a focus on developing, implementing, and managing comprehensive financial systems and controls to effectively scale organizations.  

Before establishing The Veltre Group, Rich held executive leadership positions at finance consulting firms, where he supported client organizations across all functions of the CFO’s office. His expertise includes developing outsourced controller and accounting programs, providing audit and transaction support, cash flow management and forecasting, and advising on financing and capital structures.  

Throughout his career, Rich has served as Chief Financial Officer (CFO) for various small-cap and middle-market companies. Notably, he was the CFO of a satellite telecommunications company that expanded internationally and eventually became a division of a multinational conglomerate. He also led a company specializing in advanced orthopedic footwear to achieve 300% growth and a successful sale.  

In recent roles, Rich acted as the Interim CFO for a leading third-party healthcare logistics provider headquartered in Dallas, overseeing a fourteen-member department and implementing expanded controls, policies, and procedures. He led the team through a first-time audit covering three years of financial results, as well as a sell-side Quality of Earnings study and all diligence requirements for a significant financial transaction.  

Rich began his career with Price Waterhouse, focusing on their middle-market practice and engaging in special projects such as corporate finance transactions, systems changeovers, strategic planning, budgeting, and forecasting. He holds a Bachelor of Science in Accounting and an MBA in Finance from Seton Hall University, where he has also served as an Adjunct Professor of Finance and Accounting.  

At The Veltre Group, Rich continues to leverage his extensive experience to provide tailored financial and strategic solutions, helping clients navigate complex financial landscapes and achieve sustainable growth.

Michael D. Schoen is a seasoned senior business executive with over 20 years of global management experience and a proven track record of driving profitability and growth in diverse industries. His expertise spans across P&L management, business development, engineering, marketing, manufacturing, and operational excellence. Michael has successfully led multinational teams, spearheaded acquisitions, established joint ventures, and developed strategic initiatives in key global markets including China, India, Brazil, Japan, Australia, and Europe.

Throughout his career, Michael has demonstrated a passion for increasing profitability, eliminating inefficiencies, and fostering organizational growth. He has delivered exceptional results, such as growing international sales by over 100% and enhancing profitability significantly in leadership roles at industry giants like Briggs & Stratton Corporation and Weir Minerals North America.

Michael is recognized for his ability to effectively communicate and lead at all organizational levels while building and empowering high-performing teams. He combines a deep technical foundation with advanced business acumen, holding a Bachelor of Science in Mechanical Engineering, as well as master’s degrees in Accounting (Finance Specialization) and Business Administration (International Marketing).

A dedicated community leader, Michael has served on various boards and as a volunteer, actively contributing to organizations such as the YMCA, Habitat for Humanity, and his local volunteer fire department. He brings not only a wealth of professional expertise but also a commitment to driving meaningful impact in both corporate and community settings.

Kandi O’Brien is a highly accomplished healthcare operations and management executive with over 20 years of leadership experience in the healthcare industry. Her expertise in developing comprehensive credentialing and compliance programs has consistently led to meeting requirements for NCQA, URAC, Medicare, Medicaid, and state and federal regulations. Kandi founded Delegated Credentialing Pro’s in 2024 assisting healthcare organizations, CVO’s, and health plans with the credentialing programs and operations.  She collaborates closely with healthcare organizations to design and implement credentialing programs that meet NCQA standards and state and federal requirements. 

Kandi’s leadership roles span various healthcare organizations, from major national health systems to medical review organizations and physician practices. She has held positions of VP of Operations, senior director, operations manager, and compliance officer. Among her many accomplishments is establishing delegated credentialing programs for multiple organizations, enabling them to meet NCQA standards and pass major payer audits.  She has led the strategic launch of start-up organizations, developing operational and marketing strategies while managing physician contracting and staffing models.

Previously, as Director of Credentialing and Enrollment at Privia Health, Kandi managed the integration of new groups and territories nationwide, overseeing all credentialing and delegation activities to ensure requirements with NCQA standards and state and federal regulations. 

During her tenure as Senior Director of Credentialing at Refresh Mental Health, Kandi established a credentialing program, managed a team that oversaw over 5,000 providers with delegated agreements and implemented innovative software systems and payer audits.

While Manager of Delegated Credentialing at Aetna nationwide, Kandi oversaw all delegation of credentialing functions and compliance for Commercial, Medicare, Medicaid, and Workers' Compensation programs, overseeing a team of auditors responsible for contracting with over 800 delegates while meeting NCQA requirements. 

Alyson German is a strategic finance leader with 15 years of experience in accounting and finance, focusing on SaaS, technology, and high-growth companies. She is passionate about enhancing financial operations, removing inefficiencies, and ensuring that every dollar spent adds value. Alyson has a strong history of developing scalable financial models, improving reporting processes, and assisting companies in attaining financial stability and sustainable growth.

Her skills include FP&A leadership, strategic financial planning, process automation, and operational efficiency. She has collaborated with venture-backed startups, private equity firms, and public companies, guiding them through growth phases, mergers, acquisitions, and financial transformations. Alyson excels at pinpointing and eliminating unnecessary costs—without hindering growth—by refining processes, automating workflows, and aligning expenditures with business priorities.

With a passion for financial clarity and efficiency, Alyson works closely with executive teams to ensure that financial strategies align with long-term business objectives. Whether she is spearheading cost-saving initiatives, enhancing forecasting accuracy, or optimizing cash flow, her commitment to driving sustainable success is unwavering 

Rebecca Gaertig, CPA, is a seasoned finance professional whose career spans three decades in corporate finance and accounting. She has built her expertise through roles  across a broad range of industries and organizational structures, from large publicly traded corporations to venture capital backed start-ups. 

Throughout her career, Rebecca has shown a passion for partnering will all functional areas to drive financial results and highlight areas for growth and improvement. She has utilized her expertise to strengthen financial controls, streamline processes, and build effective teams. She has built financial and cash flow forecasts to help organizations understand critical business risks and opportunities.

In recent roles, Rebecca has been responsible for establishing and implementing critical financial policies and procedures. She led a team through an inaugural audit for a venture capital-backed technology company and implemented financial accounting standards for revenue recognition. Her experience also includes creating pricing strategies, managing customer profitability, and collaborating closely with executive teams on strategic long-term planning. She brings a balanced perspective that combines technical accuracy with practical business solutions.

Additional experience includes navigating complex business transitions. She was the subject matter expert and finance lead during the integration of financial systems and processes for a medical device manufacturer after acquisition by a worldwide leader in the medical device industry. In her most recent role, Rebecca participated in diligence and Quality of Earnings activities for the sale of two different business units.

A graduate of the University of Wisconsin-Madison with a Bachelor of Business Administration, Rebecca combines strong technical expertise with leadership skills.