Rocco Surace works with clients in various industries, directing the client service teams for recurring financial statement and tax needs as well as tending to the long-term needs as a go-to confidant. His client services are focused on TOC based process improvement services, succession planning, financial and tax due diligence in acquisitions and divestitures, and holistically based process improvement services. Rocco is the senior project manager of finance and operations in the Kaleida Health system in Western New York. Rocco’s current professional participation includes memberships and service in a wide variety of organizations. Rocco is a graduate of Niagara University where he received a bachelor’s of science degree in business and accounting. He considers himself very fortunate to have learned directly from Dr. Eli Goldratt, the father of TOC, and he served as North American Regional Director for Goldratt Consulting from 2004 through 2006.