1. World Services Group North American Regional Meeting – Miami Panel Discussion Strategic Changes Needed to Thrive in the Current Economic Environment Thursday, February 25, 2010 Ed Dawson, President Capital Alliance Corporation

2. Strategic Changes Needed Cut Costs 1. reduce/eliminate wasteful spending – look at travel, conventions, advertising, promotions, etc. 2. review expense line items to cut major expenses 3. eliminate excess staff/facilities/equipment 4. examine planned expenditures/budgets

3. Strategic Changes Needed Improving the Business Model 1. decide what businesses will be pursued 2. decide what businesses will not be pursued 3. look for low cost solutions – money is not always the answer 4. look for unserved customer demand 5. establish more flexible engagement programs for customers 6. stay with what works 7. upgrade literature content, web site, office appearance 8. protect the current customer base 9. find new customers 10. better training on how to get new business 11. attack competitive weakness 12. focus on value enhancement

4. Improving the Business Model Finding Clients Pick target industries/geographies Pick target industries/geographies Define the ideal prospect characteristics Define the ideal prospect characteristics Research databases Research databases Contact prospects Contact prospects

5. Improving the Business Model Engaging Clients Outstanding front line producers Outstanding front line producers Appropriate presentation material Appropriate presentation material Flexible engagement approaches Flexible engagement approaches Meet with prospects Meet with prospects Emphasis on total confidentiality Emphasis on total confidentiality Worldwide industry expertise Worldwide industry expertise Turnkey program management Turnkey program management Value Enhancement Value Enhancement

6. Value Enhancement

7. Enhancing the Price Over the Initial Offer For 5 Selling Companies ($Million)