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About Strategic Planning Associates

The Company

In mid-2005, a group of senior consultants left our respective
firms to form Strategic Planning Associates, LLC, an
independent consultancy providing interdisciplinary problem-
solving services.  We focus on three areas – human resources,
benefits, and change management – bringing you solutions
customized to your circumstances and needs. Let Strategic
Planning Associates show you how to reduce your costs,
increase program effectiveness and value, and, ultimately,
enhance your organization’s ability to compete.

The People

The company’s managing partners are senior industry
executives with both consulting and client-side experience.

Corey Sherman, Managing Partner, is our lead strategist. 
Before entering the management consulting field about 25
years ago, Corey was Creative Director for New York Life.  Since then, he has led the Strategic Planning & Change Management Practices for several of the leading international HR and benefits consulting firms.  He is a "Views & Vents" columnist for Employee Benefit News, and contributes regularly to our Strategy Blog.   
Contact Corey

Kevin Gorman, Senior Consultant, specializes in retirement plan design, administration, investment manager selection and oversight, and overall risk management. Kevin began his career with a large financial institution, where he was responsible for both plan implementation and ongoing investment analysis and management. He later became an Account Manager with Northern Trust, where he led delivery of DC plan administrative services for employers in health care and financial services.  Kevin has extensive experience with investment manager selection, monitoring, and performance analysis, as well as fund reporting, valuations, compliance testing, and IRS documentation.
Contact Kevin

Karen Sherman, Principal, is our senior communication consultant. Formerly manager
of employee communication at BellSouth Corporation, Karen has also been a consultant with
several large benefit consulting firms. She specializes in developing strategies for both internal and external audiences.  
Contact Karen

Judy Kinman, Senior Consultant & Editor, has over 35 years’ experience in consulting with some of the world’s largest firms. Our senior writer and editor, Judy is expert in organizational and employee communications, public relations, branding, marketing, and advertising.  
Contact Judy

Kristen Leigh, Art Director, who started in advertising, has spent the past 17 years
producing award-winning layout and design work for our clients in branding, marketing,
employee communication, strategic planning, and change management. She is also expert
in survey design and analysis, and produces our reports for client surveys and focus groups.
Contact Kristen

Joe Norton, Associate Consultant, is a market research analyst who applies benchmarking, best practice, and proprietary data to client RFP and implementation projects.  Formerly with Hewlett Packard, Joe received his Bachelor of Business Administration in Marketing from the University of West Georgia.
Contact Joe

Charles Atkinson, CFC, is founder and Principal of Benalytics Consulting Group, LLC. He provides technical expertise in health and welfare benefits, data analysis, and plan management. He also has extensive experience as a benefits underwriter, claims auditor, and broker.
Contact Charles

Strategic Planning Associates provides effective business, branding, benefit, and HR solutions
to employers of all types and sizes, in a broad range of industries and sectors. 
Please click here for a representative list of our clients.

More information about our staff and their qualifications are available upon request.  For each assignment, we will identify your proposed consulting team and provide biographical information
for each member.