Our Code of Ethics

We always work in the best interest of our client families.  Our family business, C.H.A.L.L.E.N.G.E.S.®, was founded on the principals of upholding personal and business integrity while maintaining a strong value system rooted in the ideal that family comes first.

We have pledged in writing to the Institute of Management Consultant to abide by their Code of Ethics. Our adherence to the Code signifies voluntary assumption of self-discipline above and beyond the requirements of law.

Key provisions of the Code specify;

Regarding Clients:

• Members will serve their clients with integrity, competence, and objectivity, using a professional approach at all times and placing the best interests of the client above all others.
• Members will establish realistic expectations of the benefits and results of their services.
• Members will treat all client information that is not public knowledge as confidential, will prevent it from access by unauthorized people, and will not take advantage of proprietary or privileged information, either for use by them, their firm or another client, without the client's permission.
• Members will avoid conflicts of interest, or the appearance of such and will disclose to a client any circumstances or interests that might influence their judgment and objectivity.
• Members will refrain from inviting an employee of an active or inactive client to consider alternative employment without prior discussion with the client.

Regarding Engagements:

Members will only accept assignments which they possess the expertise to perform, and will only assign staff with the requisite expertise.

• Members will ensure that before accepting any engagement, a mutual understanding of the objectives, scope, work plan and fee arrangements has been established.
• Members will offer to withdraw from a consulting engagement when their objectivity or integrity may be impaired.

Regarding Fees:

• Members will agree in advance with a client on the basis for fees and expenses, and will charge fees and expenses that are reasonable, legitimate and commensurate with the services delivered and the responsibility accepted.
• Members will disclose to their clients in advance any fees or commissions that they receive for equipment, supplies or services they could recommend to their clients.

Regarding Professionalism:

• Members will respect the individual and corporate rights of clients and consulting colleagues and will not use proprietary information or methodologies without permission.
• Members will represent the profession with integrity and professionalism in their relations with their clients, colleagues and the general public.
• Members will report violations of this Code to the Institute and will ensure that other consultants working on behalf of the member abide by this Code.

The Institute of Management Consultants USA, Inc. (IMC USA) adopted its first Code of Ethics in 1968. Since that time IMC USA has modified the wording of the Code for additional clarity and relevance to clients. The current Code was approved February 22, 2002. It is consistent with the International Code of Professional Conduct published by the International Council of Management Consulting Institute (ICMCI) of which the IMCUSA is a founding member.

Jim Kwaiser is a Certified Management Consultant, certified by the Institute of Management Consultants he and Ann Marie Kwaiser have agreed to abide by the rules and ethics outlined by the Institute of Management Consultants.

Take this opportunity to navigate through our site and find out more!  We look forward to hearing from you.