

Beacon Strategy Group provides expertise across the following areas:
Project & Program Management Financial Strategy & Accounting
Portfolio Management Financial Planning
PMO Management Organizational Change
Strategic Planning IT Governance
PRACTICE
AREAS
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If you want to see better results,
try a better way of getting there.
- Jack Canfield

PROJECT MANAGEMENT &
BUSINESS ANALYSIS
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Portfolio, program & project management
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Project Management Office (PMO) design, implementation, and management
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Project management methodology development and implementation
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Agile, SDLC and traditional project management tools and best practices
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Project & business team effectiveness
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Business analysis and process redesign

FINANCIAL SERVICES
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Financial strategy development
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Financial planning for organizations
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Financial planning for individuals, including investing, retirement, debt management, wills/estates, taxes, etc.
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Tax strategy and services

ABOUT BSG
Beacon Strategy Group is a Boston-based consultancy founded in 2002 to provide project management,
strategic & financial planning, technical implementation and training services to individuals and organizations.
​Beacon Strategy Group partners with clients to implement a vision that will maximize their potential and effectiveness. Through strategic planning and expertly implemented technology, we guide our clients
to their desired state of productivity for real business results.
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Since its inception, Beacon Strategy Group has achieved a high degree of customer satisfaction
from numerous clients in the biotech/pharmaceutical, higher education, healthcare, real estate, telecommunications, high tech manufacturing and renewable energy industries.
CONSULTANTS

LEANNE BATEMAN
PRINCIPAL CONSULTANT
Leanne Bateman is the founder and principal consultant at Beacon Strategy Group. She has over 25 years of project management experience managing numerous projects across various industries in New England and New York.
She is also working toward her Certified Financial Planner (CFP) designation.
Leanne is a certified Project Management Professional (PMP), a certified Information Professional (CIP), a certified Scrum Master (CSM) and a Certified Lean Six Sigma Green Belt.
She will complete requirements for her Certified Financial Planner (CFP) certification in 2025.
Leanne also served as the Academic Chair and faculty of the graduate level Project & Program Management program at Brandeis University for 14 years.
Leanne is an active member of the Project Management Institute (PMI), the Scrum Alliance and the International Project Management Association (IPMA).

STAFF CONSULTANTS
BUSINESS & TECHNICAL
Beacon Strategy Group staffs each project with the appropriate level of professional and technical expertise.
All consultants have extensive experience and are certified in their areas of specialization, and all practice the high standard of service Beacon Strategy Group is known for.

CONTACT
INFORMATION
Regions served: Located in Boston, Massachusetts​, Beacon Strategy Group provides services to any U.S. based individual or organization.
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Email: lbateman@BeaconStrategyGroup.com
Telephone: 617.910.8420
For any general inquiries, please fill in the following contact form: