(Thoughts from James Baka – TEC NextGen 1 Chair – Jim is also an Adjunct Professor and has developed and teaches a Family Business Studies Minor at Concordia University Wisconsin and he consults with family businesses – especially regarding family conflict and the need for effective succession planning. He is also the founder and chairman […]
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About Jim Baka
A. JAMES (Jim) BAKA
Jim’s career spans over 40 years of building businesses and/or re-engineering underperforming business units, consistently driving revenue growth, expanding market share, improving productivity, enhancing profit margins and return on invested capital. His career includes senior executive roles in the private family business sector and global financial services industry.
Working with private companies, Jim has served in CEO, COO, CFO roles. He has extensive family advisor support leadership (mentoring/coaching) contribution experience. His leadership focused on pro-active strategic planning and positive motivation via an integrated team approach. Primary objectives most often focused on strategic planning and sustained strong sales and earnings growth contribution. His executive P&L leadership responsibility (both domestic and international) has included aggressive new product development, sales growth and expansion programs, new business start-ups, acquisitions and workouts/turnarounds. His financial executive leadership has always focused on creating value versus just accounting for value.
In the financial services sector, Jim has served as a senior executive at various global financial services institutions. His responsibilities were focused on corporate banking (domestic and international), investment banking/corporate finance, merchant banking, commercial real estate, strategic planning and operations/management. His approach with clients focused on fundamentally understanding the client’s business (strategic planning) and then delivering proactive ideas and advice to support each company’s necessary financial structure needs - both short and long term.
Jim is also a TEC Chairman - TEC (The Executive Committee), since 1957, has had a mission to increase the effectiveness and enhance the lives of CEO’s, Presidents and business owners. It is an international organization with more than 17,000 members in 16 countries worldwide; TEC has 57 group and over 650 members in Wisconsin and Michigan. Jim’s focus is working with next generation (NexGen) members who aspire to be the next family business CEO leader. Working with the NexGen group TEC members he leads a leadership think tank of members from an extensive array of industry disciplines. Membership is by invitation only.
Jim is also an Adjunct Professor at Concordia University and has developed and teaches a Family Business Studies program at Concordia University, Mequon at the undergraduate level and through an e-learning forum. At Concordia University Wisconsin, Jim is also a member of the university’s Foundation Board. Jim is also an Adjunct Professor at Mount Mary University and teaches the MBA Global Business Policy and Strategy course, and the capstone Managing in a Global Environment course.
Jim is currently a corporate board director for Alto-Shaam. He is also an Economic Development Board member for Mequon, Wisconsin. Former corporate board memberships include CERAC, Inc., Universal Bank F.A Milwaukee., and Continental Bank and Trust Company, Milwaukee. Former other boards include State of Wisconsin International Trade Council Board and St. Michael’s Hospital, Milwaukee.
Jim also consults with privately owned companies regarding family business planning, managing family relationships, governance, conflict resolution, leadership coaching and mentoring, business strategy and managing transitions to achieve family enterprise continuity. He works with both the CEO and the next generation leader family members
Jim is a graduate of DePaul University, Chicago with both a BSC and MBA degree.