Executive Connections

Information. Insight. Inspiration. Leverage the experience of accomplished executives to strengthen your business and personal skills. Executive Connections pairs you with a volunteer group of senior executives, who coach and mentor you as you embark on new career opportunities. Our executives-in-residence are an integral part of the Full‑time MBA program and a cornerstone of your experience at the W. P. Carey School of Business.

The level of access and the number of coaching opportunities available to you through the Executive Connections program are rare among top business schools. Interaction with senior leaders of this caliber will help round out a more complete, more impactful MBA experience.

Executive Connections will help you:

  • Build critical leadership and interpersonal skills
  • Better understand and prepare for your career
  • Practice and hone key business skills needed to succeed
  • Take a deeper dive into the inner workings of the business world
  • Develop a practical complement to your academic experience

Areas of engagement

You'll connect with some of the most accomplished executives in their respective fields, gaining valuable insights in five distinct areas of engagement:

  1. Leadership coaching — Helping you develop critical leadership competencies and personal, interpersonal skills
  2. Mentoring — Assisting with a variety of academic, business, personal and career-related issues
  3. Applied projects — Offering guidance on industry projects in an advisory role
  4. Career preparation — Helping you understand, decide and prepare for employment and internship opportunities
  5. Class activities — Assisting faculty members with a variety of class activities

During the two-year W. P. Carey MBA program, you are encouraged to work with this elite group of mentors in as many ways and as often as possible. Their experience brings both a unique perspective and a necessary real-world component to the Full‑time MBA. Executive Connections will deepen your skills, challenge your thinking, and develop your expertise.

Executive coaches


Greg Albert

Greg Albert
Professional interests: development engineering, program management, product line management, sales and marketing, customer support
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During Greg's 32—year tenure with Honeywell Aerospace, he has had several important leadership roles. In recent years, Greg has performed general management roles, leading Honeywell business segments responsible for Boeing, Airlines and Airbus, with annual revenue responsibilities ranging from $900M up to $3B. Prior to these general management roles, Greg ran the Global Aftermarket Services operations for Honeywell within its Integrated Supply Chain, overseeing over 40 service and distribution sites worldwide. Greg was also vice president and general manager of Honeywell's Aircraft Landing System business in South Bend, Indiana. He also completed an international assignment as vice president of Engine Services Europe for Honeywell's Aviation Aftermarket Services business. With oversight of Honeywell facilities in Raunheim, Germany, Luton, UK, and Mora, Czech Republic, Greg led Aviation Aftermarket Services' strategic direction, sales growth and customer satisfaction for Europe, Middle East and Africa.

Greg joined Honeywell in 1985, serving in various functional positions with increasing responsibility including development engineering, program management, auxiliary power unit (APU) product line management, sales and marketing, and customer support. Before joining Honeywell and early in his career, Greg worked for Bechtel Power Corporation. He holds a Master of Business Administration from Arizona State University and a Bachelor of Science degree in Mechanical Engineering from Virginia Polytechnic Institute. Greg is an avid cyclist and endurance athlete, competing in road and velodrome cycling events, as well as in triathlons. Greg also enjoys skiing and hiking in Colorado, and fits in some dance, travel, and gourmet food activities as well.


Bob Auray Jr.

Bob Auray Jr.
Professional interests: transportation, global logistics, information technology, accounting, logistics solutions, supply chain, management
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Bob's career spans the worlds of logistics, finance, and information management. He recently retired as Vice Chairman of Genco Distribution Services having served as project manager of the sale of Genco to FedEx, which closed in January 2015. From 2006 to 2014, Bob was President/CEP of Genco Marketplace (GMP), one of the largest liquidators of retail returns and excess inventory. During his 9 yr tenure at GMP, the business increased revenues by 13% p.a. and earnings by over 20%. Bob also led Genco's Reverse Logistics business and oversaw the successful integration of ATC- a $525MM acquisition of a public company- into Genco in 2010/2011. Prior to joining Genco, Bob served as President and CEO for USCO Logistics, a 3,000 person integrated logistics solutions organizations. During Bob's seven yr. tenure, he guided the company to a compounded 30% annual earnings growth rate while adding transportation, global logistics and internet based supply chain services. In 2001, USCO was purchased by Kuehne & Nagel of Switzerland a leading global logistics service company. In prior years, he served as Executive Vice President and Chief Operations Officer at ENTEX Information Services, a multi-billion dollar provider of outsourced PC services, and before then spent 15 years with American National Can Company in a variety of management roles including North American logistics for the company's $500 million flexible packaging group. Bob is a cum laude graduate of Princeton University and has earned both a Masters Degree in Accounting and a Masters in Business Administration in Accounting and Finance from New York University. Bob has been President of his class, Reunions Chairman and been active in both fund raising and the Alumni Schools Committee. Bob is a member of N.A.C.D. and the Board of 3 GTM- a privately held logistics software company. He also serves as an investor/advisor to small, promising companies in a variety of industries.


Richard H. “Rick” Baer

Richard H. “Rick” Baer
Professional interests: marketing, branding, marketing communications, pricing, advertising, global business management
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Rick Baer currently teaches global marketing communications, global brand management, and global pricing as an adjunct professor of global marketing at Thunderbird School of Global Management. Rick spent more than 35 years in marketing and brand management with Colgate-Palmolive Company, Continental Promotion Group, Inc., and The Dial Corporation. Rick is known for turning consumer products into household staples, and has generated global popularity for brands like Colgate toothpaste, Dial soap, Purex liquid detergent, Palmolive soap, Breck shampoo, and Fab laundry detergent.

Rick's marketing plan for the European launch of stand-up toothpaste packaging won the prestigious Colgate-Palmolive Marketer of the Year award. Valuing the consumer as much as he does the product, Rick was the first brand manager outside the U.S. to add fluoride to Colgate toothpaste, seeing it as “critical to world oral health.” As vice president of Continental Promotion Group's international arm, he increased global market penetration in Canada, doubling sales in year one and generating growth of 25 percent or more for 3 subsequent years. Rick hold a BS in foreign management with double majors in international marketing and finance, and a minor in languages from Georgetown University, as well as advanced management degree from USC's Marshall School of Business. In his spare time, Rick enjoys team sports and international travel with his wife (especially to undiscovered beaches).


Holly Barrett

Holly Barrett
Professional interests: high-tech, financial leadership, diversity and inclusion, operational excellence, business model development, strategic planning, leadership, organizational development, consulting
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Holly Barrett has 30 years of international corporate finance experience with Intel Corporation where she held executive positions in manufacturing, legal, corporate affairs, and high-growth start-up business divisions. Holly was also leader in Intel diversity initiatives from the beginning, coaching, mentoring, and sponsoring high potential, diverse employees. Holly most recently served as the Vice President of Finance for the Internet of Things Group, where she played a key role in growing the business by over 30% to $2.5B between 2013 and mid-2016. She was also a leader in setting the strategy and executing on standing up a successful memory joint venture between Intel and Micron Corporation (IMFT). Holly also served on the Board of Directors for Wind River Systems and on the Governing Board of Directors for IMFT. During her Intel career, Holly was awarded three Intel Achievement Awards, Intel's CEO approved, highest level of recognition.

Since retiring from Intel in June 2016, Holly has been providing consulting services via Gehrson Lehman Group, serving as an Arizona State University Alumni Council member, as a W.P. Carey School of Business Alumni Council member, and as an Executive in Residence Executive Connections mentor for the W.P. Carey School of Business Full-Time MBA Program. She is actively pursuing public Board of Director opportunities and volunteering for a variety of organizations focused on children's health and well-being. Holly holds a Certificate in Health Care Management from UCLA, an MBA from Arizona State University, and a BS in Accounting from University of Montana. In her spare time, Holly enjoys weight-training, photography, reading, travel, volunteer work, and home improvement projects.


Laura Ann Bartlett

Laura Ann Bartlett
Professional interests: management and business development, employee benefits consulting, intuitional wealth services, fiduciary best practices, and investment management
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Laura Ann Bartlett has a demonstrated track record of success in the fields of employee benefits, pensions, and investments over the past twenty-five years. She is passionate about helping Americans, especially other women, to succeed financially and achieve greater overall well-being as a result. Her broad experience encompasses management and business development in the areas of employee benefits consulting, institutional wealth services, fiduciary best practices, and investment management. She has provided a range of financial consulting services to Silicon Valley start-ups to Fortune 1000 companies. Her efforts assist clients in achieving their critical business goals of attracting and retaining employees in a competitive labor market and minimizing fiduciary risks to the organization. She has managed cross-functional teams of sales and client services professionals, built effective operating units, and been involved in multiple business process re-engineering and automation projects.

In her current position at BOK Financial, she leads Institutional Wealth business development throughout the Southwestern states. Her clients include local governments, corporations, educational institutions, and non-for-profit organizations. She is also involved in many local business and professional organizations, including BIOAccel Solutions Challenge and Western Pension and Benefits Council. An accomplished speaker, Ms. Bartlett has addressed both local and national groups on topics such as achieving financial fitness and assessing and minimizing fiduciary risks. She is also the principal and founder of Bartlett Consulting Group, which owns and operates 38 Pop-A-Lock mobile locksmith franchises throughout Maricopa County. She and her husband, Mickey Armstrong, reside in Payson, Arizona where they enjoy friends, golf and other outdoor activities. They have three children and one granddaughter.


Donald Becka

Donald Becka
Professional interests: real estate policies, innovation, leadership, customer service, site efficiency, and lease savings
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As a Corporate Real Estate Executive Don gained extensive experience in strategic portfolio planning and business leadership while serving the State of Washington, Bank of America, McDonald's Corporation, Washington Mutual Bank, Tosco Marketing Company (branded; BP Oil, Exxon, 76 Products - Unocal, Circle K) and Shurgard Limited Real Estate Partnerships. As Deputy Director of Real Estate Services for Washington State, Don's Team achieved numerous first-ever successes and returned over $13 Million to various internal customer departments through redefining site efficiencies and lease negotiated savings. In his role as Senior Vice President and Director of Transactions and Investments for Bank of America, Don held responsibility for a wide range of internal and external strategic corporate real estate planning, leasing, realignment and sale-leaseback activity throughout the Western US. Don holds a bachelor's degree from Lewis University, a CCIM Designation, is a Six Sigma Green Belt and active in Lean Management Process Improvement, has served as Mentor for Seattle University's Albers School of Business and Economics MBA Program, the University of Washington Foster School of Business, Arizona State University's (ASU) National Science Foundation's I-CORP affiliation, ASU's W.P. Carey School of Business and, Arizona's Social Venture Partner Fast-Pitch Program for non-profits in Phoenix. Through Don's leadership, his teams have successfully engaged in the acquisition, sale, lease and management of over $3 billion in office, industrial, retail and M&A related Real Estate transactions for benefactor companies.

As an effective change agent and eternal visionary, Don maintains a deep understanding of people, policies and politics. A proven champion of innovation and excellence Don is in constant pursuit of new opportunities designed to enhance performance and productivity. He fosters an open and communicative leadership style that has been extremely effective in motivating high performing teams and delivering positive results. He has demonstrated the ability to advocate new approaches to team leadership and accountability in non-controversial ways, continuously seeking win/win solutions while striving for excellence in people, process and self.


Matt Benjamin

Matt Benjamin
Professional interests: Consulting, Consumer products, Manufacturing, Media/Entertainment, Food, drug, and other retail, telecommunications
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As a senior partner at Deloitte & Touche LLP, Matt Benjamin has been responsible for relationships with a variety of domestic and multinational companies in the retail, telecom, media, and consumer products industries, ranging in size from $300 million   $80 billion in annual revenues. During his 40+-year career, he led the firm's national apparel and textile practice, responsible for development of new business, technical consultations and talent development. His clients have included Verizon Wireless, Toys R Us, Church and Dwight, Rite Aid, and Polo Ralph Lauren. In serving these and other clients, he has traveled extensively throughout the United States, Canada, Mexico, Brazil, Western Europe, and Asia. He holds a Bachelor of Business Administration from Baruch College-City University of New York, where he has remained involved in recruitment activities since graduating in 1974. He is also active in the Baruch College Executives on Campus program, where he serves as an undergraduate and graduate honor student mentor. Matt was heavily involved in a leadership role at two not-for-profit organizations in New Jersey prior to relocating to Arizona. His personal interests include classic cars, wine, travel, art, and bike riding.


Stephanie Bergeron

Stephanie Bergeron
Professional interests: finance, accounting, capital structure, management
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Stephanie is the founder, president and chief executive officer of Bluepoint Partners, a consulting company providing advice on financial and capital structure. She has served as the sixth president and chief executive officer of Walsh College on January 10, 2007. She had been interim president since 2006. Upon retirement, the Board of Trustees elected her President Emerita of the College in May 2017. During her tenure at Walsh, she presided over the opening of the Jeffery W. Barry Centering 2008, the Driving Aspirations campaign that raised more than $5 million for scholarships, the Take Charge skills training workshop program for displaced workers during the recession, the Walsh College LaunchPad for aspiring students and alumni entrepreneurs in 2010, Entrepreneur-You which is a program providing local women with tools and knowledge for entrepreneurship, the award winning Finance Lan in 2013 and the completion of a $15 million renovation of the Troy campus that includes the Executive Success Center and a state of the art, Cyber Lab in 2016. The new degree programs developed during her leadership included the MBA/Master of Science of Finance dual degree program in 2009, the Master of Management in 2009, the revised Master of Science in Accountancy program in 2013, and the enhanced MBA, Master of Science, and dual degree MBA/MS graduate programs. Stephanie is a Henry Ford Health System trustee and chairs its Finance and Planning Committee. She is the immediate past chair, board of directors, of the Michigan Association of Certified Public Accountant. She earned the Chartered Global Management Accountant designation from the American Institute of CPA's and is a member of the AICPA Council.


Jeff Blom

Jeff Blom
Professional interests: supply chain management, logistics, procurement, customer service, warehouse networks, system implementation
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During Jeff Blom's career, he served as head of supply chain and manufacturing for several global corporations including; Fender, Knoll, J&J, Kimberly-Clark, and Proctor & Gamble primarily having responsibility for cost of foods, customer service and quality. Most recently as an executive at Fender, Jeff led the Global Supply Chain and Manufacturing organizations responsible for procurement, quality, manufacturing, logistics, engineering, and customer service for all product lines. Jeff has been responsible for organizations of more than 3200 people; operational budgets exceeding $1.3B; global manufacturing networks of more than 15 sites; global warehouse networks of more than 80 sites, procurement spending exceeding $320M. Of note, Jeff led two supply chain acquisition integration programs delivering more than $315M cost savings and improved customer service performance. Additionally, Jeff has been responsible for two ERP implementations (SAP & Oracle).

Jeff primarily enjoyed and focused his career on transformational change management of supply chain manufacturing organizations. Typically, these were 2 to 4 year assignments resulting in 14 relocations throughout his career, including three international assignments for more than 10 years in England, France, and Switzerland. Most of Jeff's responsibilities over the past 20 years were global requiring extensive international travel to all corners of the world. One project of note for J&J included integrating and streamlining the supply chains in the BRIC countries (Brazil, Russia, India, and China).

Jeff hold a bachelor's degree in Mechanical Engineering from the University of Wisconsin. His personal interest, in addition to his wife and two adult children, include cycling, golf, woodworking, and travel. He and his wife are currently planning a cross-country bike ride. Jeff is a native of Green Bay, Wisconsin and an avid Packer fan.


Bryan Brady

Bryan Brady
Professional interests: Financial services, Government, Manufacturing, Non-profit, Technology
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Over 15 years, Bryan Brady served in multiple roles with Computer Sciences Corporation, a Fortune 150 company in the IT software and services industry with revenues of $17 billion and 100,000 employees in 93 countries. Bryan was based in London as CFO EMEA, followed by two stints in Los Angeles as corporate controller and corporate vice president of global tax. He retired in 2012 as corporate vice president of investor relations, based in Washington D.C. Before joining Computer Sciences Corporation, Bryan spent 12 years with Fujitsu in the UK, where he was CFO of their largest division, which provided software and hardware to the government sector. Earlier in his career, he spent three years in Saudi Arabia, four years in South Africa, and eight years working for IBM in Scotland. He holds the S.N.C. in Business Studies, Chartered Institute Management Accountants {1&2) and Institute of Internal Auditors. Bryan has served on a number of boards and in retirement, enjoys working with committees at his church. He and his wife, Marel, have been married for 45 years, is in his spare time, Bryan enjoys soccer and golf.


Janet Bruno

Janet Bruno
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As a physician entrepreneur, Janet Bruno has worn a number of different hats in a continually evolving career taking her from the bedside to the boardroom to an international platform as a speaker, author and consultant. During her career as a practicing medical doctor, she worked in a wide variety of clinical settings, with the specific intent to deeply understand what components of our healthcare system work well and which don't. Transitioning her career into the business of healthcare, she served as a physician executive with UnitedHealth Group. Here Janet provided operational leadership of disease management and wellness program delivery to over 5 million individuals, including offering sales and training expertise. She also let a county jail medical system and the State of Arizona prison medical system. She subsequently transitioned into independent consulting, building and optimizing programs in healthcare innovation. She also developed and currently manages a successful ecommerce business which focuses on selling health-related products throughout the US and Europe. She holds a Doctorate of Medicine from the University of Washington in Seattle, Washington, a Maters of International Affairs & Economics from Ohio University in Athens, Ohio and a Bachelor's degree in Pre-med & Business from The Evergreen State College in Olympia, Washington. She trained in Surgery at Georgetown University and subsequently Family Medicine at a UCLA program in Ventura, California. She became board certified in Family Medicine. Janet believes that life is a gift and it is here for us to embrace, share and live fully. She enjoys writing, running, cycling, yoga, meditation, travel, the arts, creative pursuits, and learning something new each day.


Luis Caballero

Luis Caballero
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Luis is recognized as a subject matter expert in connecting consumers with brands by conceptualizing and delivering marketing and branding strategies that drive loyalty, consumer engagement and brand awareness. With a flexible mindset and ability to thrive in a fast-moving environment, Luis has directed the development of carious marketing strategies that achieve short and long term revenue growth. As part of his efforts, Luis assumes responsibility for developing and nurturing talent and supporting operations that foster high performance. His strengths include the ability to cultivate relationships throughout all levels of an organization, including gaining buy-in from executive leadership for the implementation of new marketing branding ideas. His track record of success is evident across the following industries: multi-unit retail service/franchise (retail, QSR, & wireless/consumer electronics) organizations; consumer packaged goods companies and network entertainment/media organizations.


Lisa Cagnolatti-Daniels

Lisa Cagnolatti-Daniels
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Lisa Cagnolatti is the recently retired vice president of Customer Service Operations at Southern California Edison (SCE), responsible for operations that have direct, front-line communication with customers, including the billing and credit departments and the company's customer contact centers. Previously, Lisa served as vice president of the Business Customer Division at SCE. She oversaw the company's relationships with its major industrial, commercial, and government customers and led cross-functional initiatives including outage management improvement efforts, streetlight strategies, and efforts to stimulate business development. Lisa joined SCE in 1996 and has held a variety of duties with the company in a broad range of management positions. She previously was the director of the company's call center operations, director of SCE's billing, payment, and credit activities; a region manager in SCE power delivery and construction organization; and the manager of SCE's rural district organization, which encompasses approximately 39,000 miles of territory and serves 150,000 customers, some of whom also get water and gas from SCE. Before joining SCE, Lisa worked 11 years with Southern California Gas Company in a variety of positions of increasing responsibility including account management, marketing, environmental policy, and regulatory affairs. She also worked for two years at Procter & Gamble as a paper manufacturing team manager. In addition to her professional responsibilities, Lisa serves in a leadership capacity for numerous community organizations focused on improving educational opportunities for under-served youth and enhancing the lives of women and girls around the world. She is a Board Member of the YWCA of Metropolitan Phoenix, the National College Resources Foundation, the International Black Women's Public Policy Institute, and the American Association of Blacks in Energy. She was previously Board Chairwoman for the YWCA of Greater Los Angeles. Lisa earned a bachelor's degree in chemical engineering from the University of California, Los Angeles, and a Master's degree in Business Administration from Pepperdine University. Lisa married with two grown sons who reside in California. Lisa's personal interests include spending time with family and friends, travelling the world, cycling and yoga. Lisa is a native Californian but she has a large extended family in Arizona.


Donna Chase

Donna Chase
Professional interests: consulting, coaching, product marketing, marketing initiatives, marketing analytics, customer relations
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Donna currently is the Principal at Donna Chase LLC Coaching and Consulting providing coaching and consulting services to executives, mid-level leaders and their teams in a variety of industries focused on supporting them in achieving their goals and maximizing their effectiveness and fulfillment. Donna spent 32 years in the Aerospace industry, the last 26 at Honeywell. In her last executive role, she directed business positioning for driving organic growth of a $13B business. She was the owner and shaper of business process solutions for product marketing and a thought leader of teams to execute winning marketing initiatives. Donna served as an organizational change agent developing marketing analytics and KPIs that deliver on long-term business strategies that translate into sustainable double-digit growth.

As an executive business leader, Donna developed and implemented leading solutions for Business Aviation aftermarket services at Honeywell. She was the responsible owner for both top and bottom line growth, and delivered profitable organic business growth of 45% to become a $500M global business. As an executive in Customer Service at Honeywell, Donna and her global team successfully delivered new business growth, including territory expansion, and established strong customer relationships across a variety of global organizations. Donna has traveled throughout the US, Canada, Western Europe, Southeast Asia, and the Middle East. Donna serves on the Board of Directors for the Franciscan Renewal Center, Enneagram Studies in the Narrative Tradition and the Arizona Enneagram Association. She is also on staff at the Center for Leadership Wellness in Scottsdale, AZ. Donna holds a Bachelor of Science in Mechanical Engineering from Colorado State University and a Master of Arts in Theology from Fuller Theological Seminary. She is a certified Executive Coach through the Hudson Institute of Santa Barbara. Her personal interests include spirituality & health, travel, cooking, gardening, hiking and wine collecting.


John Clifford

John Clifford
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As Executive Vice President and Chief Human Resources Officer of Travelers ( a member of the Dow Jones Industrial Average, specializing in property casualty insurance), John led all talent acquisition, management and development, employee relations, and compensation and benefits for a 30,000 plus employee organization operating in the U.S. and selected international markets. He was responsible for roughly $3 billion in employee salaries, bonuses, equity, pension and welfare benefits as well as staff in excess of 400. During his 34 year career, John oversaw a number of mergers, acquisitions, and divestures. The largest of which was the merger of The St. Paul Companies and Travelers Property Casualty, at the time the largest merger in the property casualty industry which formed the second largest U.S. writer of commercial property casualty insurance. John served on the board of the Ordway Center for the Performing Arts, the Minnesota Children's Museum and the Minnesota Private College Council. He was a guest lecturer at the for undergraduate and graduate level courses at Cornell University's School of Industrial Relations and the University of Minnesota's Carlson School of Management. He holds a Bachelor of Arts degree in Economics from Carleton College and a Master of Public Policy Administration from the University of Missouri-St. Louis. John and his wife Lynn have three adult children who work in the investment management, technology, and public accounting industries.


John Cole

John Cole
Professional interests: executive leadership, business integration, product management, program management, organizational effectiveness, performance driven culture, mergers and acquisitions, operations management
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As an executive at General Dynamics, Mr. Cole had Profit and Loss (P & L) responsibility for a >$750M business unit consisting of complex radio, network communications and encryption products and systems, and commercial computing products with 1200+ employees spread across four states. Responsibilities included direct, solid line responsibility for operations, engineering, technology and product development, business development and marketing, program and contract management. Significant customer interface ensuring alignment of objectives and customer satisfaction was involved. Mr. Cole has extensive operations experience designing, producing and supporting sophisticated electronic systems and products. His experience also includes quality assurance, sales and customer support. He also has specific skills in management or leading a team toward financial objectives; including cutting waste and focusing on continuous improvement. He also has extensive experience integrating disparate and perhaps dysfunctional teams.

During his career with General Dynamics and Motorola, Mr. Cole's business units conducted business in multiple nations with non-–US companies requiring travel to the United Kingdom, Korea, Canada, France, Germany, Taiwan, and Australia. For several years, Mr. Cole was a member of Maricopa County's Men's Anti-violence Network, an organization dedicated to reducing domestic violence with emphasis on holding abusers accountable for their actions. Mr. Cole was chairman of this organization, consisting of public figures, business leaders, and subject matter experts, for 2 years. He holds a Bachelor of Business Administration from the University of Texas in Austin, Texas and a Master's Degree in Business Administration from Arizona State University. Mr. Cole believes life is not a dress rehearsal and therefore believes one should make the most of their personal and professional lives. He enjoys golf, travel, sports cars and investing. He is a native Arizonan and has extensive family in the area.


Charlotte Diener

Charlotte Diener
Professional interests: strategic planning, process improvement, operational excellence, organizational design, change management, mergers and acquisitions, cross-cultural organizational development, coaching and mentoring
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After a corporate career spanning technology and traditional manufacturing industries, Charlotte now works with companies to improve their strategic and operational processes and with individuals to enhance their performance and career potential. Charlotte has experience in marketing, sales, purchasing, supply chain, demand forecasting, customer service, and business P&L management. In her career at ON Semiconductor, Charlotte program-managed the spin-off from Motorola and held executive leadership positions as Vice-President of Planning and Vice-President of the Standard Components Business. As Senior Vice-President of Global Supply Chain Operations, she led ON Semiconductor to multiple awards for service and delivery excellence. She also served as Senior Vice-President and Chief Integration Officer managing the operational integration of acquired companies. Charlotte is currently consulting in strategic processes and operational excellence efforts for E-Reader products at a multi-billion dollar multi-national corporation.

During a career that included experience at Intel Corporation, 13 years at Ford Motor Company, and 13 years at Motorola and ON Semiconductor, Charlotte has lived in Europe, Asia and North America. She has managed large organizations in China, Malaysia, the U.K., France, Germany, and Slovakia. Charlotte has served on the Board of Directors for Leshan-Phoenix Semiconductor Company based in Sichuan, China and Model United Nations of the Far West. She is a member of the Phoenix Council on Foreign Relations and the American Council on Germany. Charlotte holds two Bachelor of Arts degrees from California State University Chico and an MBA from the University of Denver. Her personal interests include spending time with her husband and family of three adult children and four grandchildren, traveling, reading, gardening and cooking healthy food.


Roland Dietz

Roland Dietz
Professional interests: leadership, customer centricity, strategic creativity, company capabilities, measuring progress, coaching, mentoring, shareholding
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Roland Dietz is Chairman of Focused Growth Partners, Inc., a global consultancy with offices in the USA, Europe and Latin America. He is also a non-executive director for CABI, a UK based multinational, focused on agricultural, biological and environmental research and development, with operations in 10 centers around the world. Roland is a successful CEO and driver of high growth in both large-scale public, and privately owned companies. His assignments are usually involve the need to turnaround and fast track profitable growth and create shareholder value, taking advantage of digital business accelerators, global expansion and M/A. He has successfully built operations in major markets: Europe, USA, Asia- Pacific and Latin America. Roland was named “the stakeholder's stakeholder” for his ability to bring together diverse and sometimes contentious stakeholders behind a new vision and strategy, enabling and delivering high growth and shareholder value. At CABI Roland serves as chair of the remuneration committee, member of the audit committee, and focal director for strategy involving innovation, commercialization, publishing and technology areas. Previous board roles include Chairman Adonis B.V., Chairman ScienceServer LLC, Director Ticer BV and CCO/ Executive board director Elsevier. At Elsevier (NYSE: RELX), the world's largest science publisher, he was brought in to lead the transformation from print to digital media. He built a $750m information licensing business, growing the combined print and digital business with a CAGR of 7% (double market growth). He negotiated groundbreaking deals with national governments (Japan, China, and Mexico. Brazil, NL, UK) and built an industry leading customer centric sales and marketing organization.

Roland engineered the buyout strategy and value creation plan for LawLogix group, Inc. As CEO, in the first year after the PE funded acquisition, he delivered 25% growth, completing the 8th year of being listed in the INC500/5000 list of fastest growing companies in the USA. He was asked to turn around Endeavor Information Systems, Inc. Roland addressed the undelivered client commitments ($4M), and brought back profitability. He pioneered a new digital archiving solution by forging a public-private partnership with the National Library of New Zealand. This product delivered a 25% growth on revenues in the first year and became the standard for preservation of digital information worldwide. He sold the company to private equity above expected value.

Roland built his career on the core values of: Leadership, Customer Centricity and Strategic Creativity which enable an approach towards innovation and growth initiatives that is soundly Evidence-based: “building success by continuously synchronizing customer needs with company capabilities, measuring progress, and adjusting course based on the evidence”. He takes particular pride in the good group of executives that he has coached and mentored, and who have become successful senior leaders of their own. Roland is a dual citizen of the USA and the Netherlands, speaks five languages and lives in Scottsdale, AZ. He is married and has two adult children. His holds a M.Sc. from Delft University of technology (A.I.) and a Candidate's (equiv. Bachelors) in biomedical engineering. He has attended executive education courses delivered by Harvard, Stanford and Oxford Universities.


Mary Elliot

Mary Elliot
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Mary Elliot is a retired Senior Vice President and Worldwide Fidelity and Surety Claims Manager with the Chubb Group of Insurance Companies. She graduated from Winona State University, class of 1977, with a bachelor's degree from the Paralegal Program. She obtained her juris doctorate degree in 1987 from Western State University in California and graduated cum laude. Mary is currently a member of the State Bar of California (inactive). Mary joined the Chubb Group of Insurance Companies in 1985 as an Environmental Examiner. She was promoted to Claims Supervisor, then Regional Claims Examiner. Upon passing the California Bar Exam, she transferred to the House Counsel department where she served as a trial lawyer in Los Angeles. Mary moved to New Jersey to pursue her career as a Corporate Liability Lawyer and Assistant Vice President for Chubb. She then decided to pursue a field leadership career and moved to Chesapeake, Virginia as a Casualty Unit Manager in charge of approximately 30 employees. She was promoted to Professional Liability Unit Manager and Vice President and moved to Simsbury Connecticut. She was later promoted to Zone Claim Manager and Senior Vice President working first in Connecticut and then in Phoenix, AZ where she was in charge of 180 employees in the Western Claim Service Center. Finally, Mary obtained the strategic role of Worldwide Fidelity and Surety Claims Manager working in New Jersey. Mary has led several projects and committees within Chubb including Chair of the Clair Officer Title Project, Chair of the Women's Development Council, and Chair of the Catalyst Steering Committee. She is now retired and living in Phoenix, AZ.


Debbie Flores

Debbie Flores
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As a senior leader of Banner Health, Debbie oversees two large medical centers as the Chief Executive Officer. Her responsibilities include strategic planning, business growth, physician alignment and relations, community outreach and system integration. The two medical campuses produce a combined net income of $75m with 3400 employees and 1600 volunteers. Debbie has over thirty years of health care leadership and operations experience working in both for-profit and non-profit health care systems. Her previous roles have included responsibilities for service line management, physician practice management, business development and human resources. She is active in the professional community through the American College of Healthcare Executives and holds her FACHE certification. Debbie serves on the American Hospital Association, Regional Policy Board 8 as a Delegate. She is active in the community serving as a Board member of Benevilla, a local social service agency. Previously she was a surveyor for the Arizona Quality Alliance and a certified trainer in transition management through William Bridges and Associates. She is a native of Phoenix, Arizona and is married with two grown daughters. She is proud to say that she has six grandchildren who also live in the area. She enjoys all types of sporting events especially football, along with traveling, outdoors and hiking. One of her favorite relaxation spots is on the beach enjoying the sunset.


Stephen Galasso

Stephen Galasso
Professional interests: working with multiple venture capital firms to find, structure, and complete investment deals in the financial technology sector, primarily online, personal loans, and all payment cards
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Steve is semi-retired and currently working with multiple venture capital firms to find structure and complete investment deals in the financial technology sector primarily online, non-secured personal loans, and all payment cards like credit, debit and prepaid cards. His business model is to join an existing VC portfolio company or start up/early stage company as an independent director and strategic advisor. Steve has 25 years of senior leadership experience in financial technology. He was the founding Chairman and CEP of NetSpend Corporation which is the first and largest reloadable prepaid card in the U.S. He was the President and CEO of Bank of America's Credit Card business which was Visa's fifth largest issuer worldwide. He was President and CEP of Universal Value Networks which was a marketing and loyalty company.

Additionally, Steve has been hired by multiple venture capital firms to create a re loadable prepaid card companies in other parts of the world like Advanced Payment Solutions which is UK's first and largest prepaid card company and Accesso Card which is Brazil's first re loadable prepaid card. In each of these, Steve helped author the business plan and served as an independent director and strategic advisor. Prior to these activities, Steve ran large marketing departments at General Electric, Unilever, and Citicorp. Steve has also been involved in community work in the Phoenix area for over 20 years serving as a board of director for Sojourner Center which is the largest domestic violence shelter in the US west. Scottsdale/Paradise Valley YMCA, Crisis Nursery which is a shelter and foster care for displaced children, and Ryan House which is palliative care for terminally ill children. Steve received his MBA from Fordham University Graduate School of Business in New York City and a BA from Fordham University in the Bronx, New York.


Mark Geninatti

Mark Geninatti
Professional interests: employee development, thought leadership, teaching, coaching and executive mentoring, mergers and acquisitions, software development, enterprise planning and execution, data center management
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Mr. Geninatti, most recently was CIO and Group Vice President of JDA Software from May 2002 through April of 2012, where he was responsible for JDA's internal Information Technology organizations worldwide. While at JDA, he established IT as a strategic asset and transitioned JDA's systems into an integrated suite of tools that enabled strategic growth through acquisition. Mark's efforts allowed the company to grow from $250M in annual revenues to over $700M. While at JDA, he oversaw the integration of seven acquisitions and in 2006 was given responsibility for all JDA real estate and offices worldwide.

During a career that spans 36 years, Mr. Geninatti worked for High Tech Manufacturing companies and Software companies where he developed his Sr. Leadership skills in Software Development, Mergers and Acquisitions and running large Enterprise IT organizations. Starting his career with McDonnell Douglas Automation (McAuto), he moved to Arizona in early 1982 and initially served as Development Director for Transform Logic. IBM acquired technology developed under his direction in the late 80's and he lead the integration of this technology into several IBM products working in the Cary N.C. Development Center. In early 1990, he started his career with Viasoft as their Sr. Director of IT and Training. Mr. Geninatti enjoys serving on technology committees and boards. He currently serves on the Executive Advisory Board for the Department of Information Systems at ASU, as well as on the technology committee for a private school based in Scottsdale. He holds a Bachelor of Science degree in Computer Management from Eastern Illinois University. His personal interests include spending time with his wife and two adult children, traveling to Flagstaff, where he resides during summers, playing golf/ tennis, and exploring many trails and canyons in the Northern part of the state.


Marius van Gijlswijk
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Marius was the founder and managing partner of DC&M Partners LLC, a SAP/IT consulting and management firm specializing in providing a wide range of SAP development, implementation and consultancy and management services. DC&M Partners LLC serviced clients in North America and Europe. Customer based included, Microsoft, Honeywell, T-Mobile, General Atomics, Dow Chemical, Fitch Ratings, Home Depot, Newwell Rubbermaid and SAP itself. DC&M Partners LLC was sold in 2016 to Ameri Holdings. Marius currently holds a position on the advisory board of Ameri. Before founding DC&M Partners, Marius was co-founder and COO/CFO of a Silicon Valley internet startup, Invesco Inc., a provider of J2EE Connector Architecture application integration solutions. Insevo was fully funded by VC companies like 3I and Novus Ventures and sold in 2003. Marius served in various global IT project leadership positions and has consulted extensively in the area of Distribution and Logistics, Foreign Trade, System integration and Technical Architecture for companies like Dow Chemical, Honeywell, Exxon/Mobile, KSWISS, McKesson, FUJI and General Mills. Marius worked in the Netherlands, Belgium, France, I.K., Canada, and the U.S. He holds a Masters degree in Applied Mathematics and Computer Science from Technical University Eindhoven (Netherlands. His personal interest includes sailing, diving, hiking, and traveling the globe.


Bruce Gilmore

Bruce Gilmore
Professional interests: procurement, materials management, service management, logistics, and transportation in global, technological environments
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As a director in Intel Corp.'s Global Supply Management organization, Bruce had responsibility for direct materials annual global spends of >$1B. The supply network spanned Japan, Korea, Malaysia, Philippines, Taiwan, and China supporting Intel's assembly/test factories in Asia and in Arizona. Bruce has a broad range of experience including procurement, materials management, service management, logistics, and transportation in a global, high-technology environment.

Over his career with Intel, Bruce had extensive experience with leading global teams of employees and suppliers to achieve outstanding results across Europe, Asia, and the United States. As a leader, Bruce developed several high-performance management teams to deliver leading-edge supply chain solutions for Intel. He has a demonstrated ability to orchestrate cross-functional resources across the organization to ensure effective deployment of high-leverage programs contributing directly to the bottom line. He is also an outstanding communicator with the proven ability to influence at the highest levels internally and external to the company.

Bruce retired from Intel in 2016 and recently decided to join Mayo Clinic as the head of supply chain operations for the southwestern United States. In this role, Bruce is applying his leadership skills and knowledge gained working in the semiconductor industry to help transform health care supply chain processes for this premier integrated health care practice. In addition, Bruce is a faculty associate for ASU's W. P. Carey School of Business’ Department of Supply Chain Management.

Bruce and his family live in Arizona where they enjoy volunteering at their church, traveling, hiking, and enjoying the benefits of living in a great state. Bruce earned a BS in business administration and purchasing from Arizona State University, and an MBA from the University of Arizona. He is a veteran who served in the United States Air Force and Air Force Reserve.


David Greenberg

David Greenberg
Professional interests: Consulting, Consumer products, Food, drug, and other retail, Other: Food service, Hospitality
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As a marketing consultant, David Greenberg has had the pleasure of helping grow some of the best-known restaurant brands in the world — Burger King, Jack in the Box, Bob Evans, Papa Murphy's Pizza and Mimi's Café, among others. He has also worked with category-leading consumer packaged goods brands on game-changing new product launches. David's marketing career has run the gamut, from helping stagnant brands realize exceptional growth to starting new businesses and launching them nationally. He takes great pleasure in taking underdog brands and dramatically growing their share and profitability while fighting against established powerhouses, turning around the fortunes of Wendy's, Purex, and Innovative Brands as a marketing executive. For the past 10 years, David has been a strong supporter of Kids Who Care, a not-for-profit founded and run by his wife. Kids Who Care trains teachers across Arizona to provide service-learning programs to students at their schools. David has a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University and a BA in philosophy from Haverford College in Haverford, PA. David enjoys spending time with wife and two daughters, hiking Arizona mountains, golfing, and playing guitar.


Phil Griffith

Phil Griffith
Professional interests: Consulting, Consumer products, Food, drug, and other retail, Other: Food service, Hospitality
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For over 25 years, Phil Griffith has a proven record of success in driving revenue, profitability and quality for industry leaders General Electric, Honeywell, and Horseburgh & Scott. He is known for developing and implementing dynamic, sustainable business plans that consistently exceed corporate goals. As a Senior Executive with GE he led multi-site manufacturing operations for the $6B Industrial Systems and $16B Healthcare businesses. At Honeywell, Phil served as the VP of Sales and Operations Planning for the $5B Engines, Systems and Services business. Phil currently works in Private Equity where he specializes in manufacturing turnarounds. Phil is a champion of change, successful in startup and turnaround situations and continually developing effective strategies to scale companies for growth. Experienced with all facets of operations, he has particular expertise in manufacturing, new product launches, plant start-ups, continuous process improvement, customer fulfillment, and inventory management.

Phil was instrumental in the success of diverse segments of GE both domestically and with its global expansion. He developed business models to fund manufacturing and training facilities in Brazil, South Africa, Angola, Ethiopia, and Nigeria while minimizing costs. Along with startups and expansions, Phil is credited with leading several restructurings, including the successful reorganization of GE Healthcare's Americas operations. Additionally, he has also turned around multiple underperforming operations across the USA and in Mexico. Other accomplishments have included developing and implementing quality improvement plans that included a Net Promoter Score program, establishing new design and manufacturing rules and implementing lean manufacturing training & project tracking. Be it Supply Chain strategy or manufacturing leadership for Healthcare, Consumer and Industrial businesses, Phil has been successful in leading consistently productive, high quality, and safe operations.


Anne Guerrant

Anne Guerrant
Professional interests: Financial services, Non-profit, Real estate services, Other: Life insurance sales
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As a professional tennis player, Anne Guerrant won an Australian Open women's double title and ranked no. 11 in the world. She was also a successful real estate entrepreneur, starting a company in 1976 with her husband, Terry. After nearly three decades buying and selling investments in land, apartments, and “fix and flip” houses, they sold all their real estate and retired in 2005. As President of the Guerrant Foundation Anne takes no salary, and matches donations up to $100,000 per year. The foundation raises money for programs that help the poorest of the world's poor through small loans to start businesses, and 100 percent of donations made to the Guerrant Foundation are passed through to either Opportunity International, BRAC, or Pro Mujer. Careful due diligence has been done to select these efficient organizations. Additionally, Anne manages a board of advisors and plans several fundraising events for the foundation every year. She has taught personal money management classes to all ages from adults to children in first grade. Anne has been a feminist since age 16. She is one of the founders of the women's pro tennis tour and the Women's Tennis Association, and counts Billie Jean King among her best friends.


Robert Healy

Robert Healy
Professional interests: financial analysis, economic analysis, project feasibility evaluations, due diligence reviews, process improvement, and project development
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Mr. Healy is the Regional Global Practice Manager in the Phoenix office at Burns & McDonnell. He specializes in financial and economic analyses, project feasibility evaluations, due diligence reviews, process improvement and project development. His focus is on assisting clients to successfully deliver energy projects specifically in the areas of wind, solar and biofuels. Mr. Healy has a BS degree in Electrical Engineering from Kansas State University, a MBA from the University of Chicago Booth School of Business and over 20 years of experience with nearly 8 years working internationally.


Susan Healy

Susan Healy
Professional interests: long term strategic planning, strategic analysis, financial analysis, marketing development, business development, and leading teams with varying skill sets
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Susan has a wide business background and over 15 years international corporate experience including multiple executive positions overseeing areas including strategic planning, marketing, human resources and sales. In her last role as a marketing executive at BP, she was based in Madrid and led a team of 55 people from 5 different countries and was accountable for a $60 million marketing budget. Significant customer data was involved to ensure alignment of objectives within the business unit as well as regionally. She also served as a senior mentor for women and entry-level hires.

Susan has broad general management experience and direct P&L responsibility across a range of industries, in both start up and complex multi-level organizations. Her experience includes long terms strategic planning, strategic and financial analysis, marketing and business development, and leading teams with varying skill sets. During her career with BP, she spent 8 years living in London and Madrid and conducting business regionally across Europe as well as implementing initiatives globally. In Kansas City, she was actively involved in many children's organizations. She co-chaired fundraisers for the Children's Center for the Visually Impaired for six years, instituted literacy nights at Operation Breakthrough, and chaired her children's school's education endowment fund. In Phoenix, she is active with Boys Team Charity, Andre's House, and St Vincent de Paul. Susan has a BS in engineering from Kansas State University and an MBA in finance and strategy from the University of Chicago Booth School of Business. Susan enjoys running, reading, traveling and volunteering. She grew up in the Midwest and has recently relocated to Phoenix.


Keith Higdon

Keith Higdon
Professional interests: emanagement, development, client partnerships, global initiatives, industry practice, third party administration, information delivery

As Senior Vice President of Partnership Services for ESIS, Keith Higdon has responsibility for the management and development of client partnerships across all ESIS lines of business. In addition, he has accountability for new client implementations, ESIS Achievement Academy, ESIS industry practice, and ESIS global initiatives. Mr. Higdon began his career in consulting conducting and managing auditing, program evaluation, and program design projects for workers' compensation and integrated disability management programs for large employers and service providers. He left consulting for the third-party administrator (TPA) space where he held a variety of positions under information technology and client services developing and delivering differentiated products to clients. With a strong focus on information delivery, his previous TPA experience culminated in the management of four departments focusing on client reporting, predictive modeling, client facing system enhancement and support, and OSHA administration oversight. Before taking his current role, Mr. Higdon spent much of 2014 and 2015 with ACE Group Claims developing the 4DTM approach to utilizing predictive modeling and text mining in the claims management process.

Mr. Higdon holds two Bachelor of Science degrees in the social sciences from Northern Illinois University and a Masters' degree in Information Technology and Management from Illinois Institute of Technology. He is a former board member and Chairman for the Center for Employee Health Studies associated with the School of Public Health at the University of Illinois at Chicago. Mr. Higdon supports industry development through participation in regional and national conferences and has published on key topics including integrated disability management, the data lifecycle, and predictive modeling. He is also a volunteer mentor and guest speaker at YearUp, a community college based program for economically disadvantaged students.


Doug James

Doug James
Professional interests: aviation, program management, corporate strategy, effective resourcing, command policy, and international affairs
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Doug ‘Bulldog' James is the President of Hound Strategic, Inc. As President, Doug is responsible for setting the long-term corporate strategy, effectively resourcing, and employing Hound Strategic's unique business consultant process. Under his leadership, Hound Strategic is establishing itself as a leader in planning and implementing corporate strategy. Doug graduated from Brigham Young University and was commissioned an officer in the United States Air Force. Doug attended Undergraduate Pilot Training at Williams AFB, Arizona, later flew the A-10 at RAF Bentwaters, UK, and then the F-15C at both Eglin AFB, and Tyndall AFB, Florida. He transferred to the USAF Reserves in 2001 while working at Headquarters Air Force, Pentagon, and Washington, DC. At the Pentagon, Doug managed the A-10, F-117, Unmanned Combat Air Vehicle (UCAV), and the Advanced Targeting Pod (ATP) programs. Two of his programs, the A-10C and the Sniper Targeting pod have become main stays into today's combat operations. Doug also worked on the USAF's Legislative Liaison Staff ensuring Congressional members understood the importance of Air Force programs such as the F-22. Doug is a USAF Command Pilot with over 2,800 hours in fighter aircraft to include the A-10 and the F-15C. He has flown in support of Operations PROVIDE COMFORT, SOUTHERN WATCH and NORTHERN WATCH. Doug has Combatant Command Headquarters planning experience in Operations IRAQI FREEDOM, UNIFIED PROTECTOR, and ODYESSY DAWN.

In 2012, Doug finished a four-year active duty tour as Deputy Director of the Coalition Coordination Center, United States Central Command (CENTCOM), MacDill AFB, FL. While in this capacity, Doug was a senior member of General Petraeus and General Mattis's staff. As a senior staff member, he led a team of field grade officers from the Army, Navy, USAF, and Marines who melded all aspects of Coalition forces into both the Iraq and Afghanistan conflicts. The Under Secretary of Defense recognized Doug's team of exceptional officers in 2010 for their outstanding service. In 2013, Doug was handpicked to serve in the high profile position of Deputy Assistant Director of Air and Space Operations for the U.S. Air Force's Pacific Command (PACAF). At PACAF, Doug was the senior staff member responsible for leading the headquarters' crisis action team. Doug's leadership was paramount during major events such as the Japanese earthquake and Tsunami in 2011, the Philippine typhoon in 2013, and even the United States government's budget crisis in March 2013. In addition to his military leadership, Doug was Chief Pilot for JetBlue Airways' New York base and later the Fleet Captain in charge of all A320 aircraft standardization. While in these capacities, Doug was responsible for all A-320 Standardization Operational Procedures (SOPs) and the well-being of over 1500 JetBlue pilots. He led a team who built a Quick Reaction Handbook (QRH), which is now a benchmark throughout the airline industry. Doug has a Physics degree from Brigham Young University and a Masters of Business from Florida State University. Doug is on the Board for the Non-Profit ‘Save Our Heroes' (Chairman), SentrySix Defense, and a strategic advisor for Intrinsic Ventures. In his spare time, Doug mentors MBA students at Arizona State University and loves to fly his 1968 Mooney aircraft.


John Jennings

John Jennings
Professional interests: software integration, developing leaders, development of products, management
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John Jennings is currently CEO of CQR Technologies, a software integrator and developer for Visitor Management and Access Control. Before this position, John was CEP of Safeguard Security and Communications, the largest independent security company in the southwestern United States. During John's tenure, revenues increased from $500,000 to over $40 million. John has completed more than 20 acquisitions of similar companies. He sold Safeguard to a national provider in 2014 and currently works with his daughter, Sarah, in developing innovative products using technology to make visiting a secure location easier and more efficient. John believes in strong teams and developing leaders within those teams to help lead a company to success. He currently serves, as the Secretary of the Board of Directors for Hospice of the Valley, is a past Chairman of its Board and a past President of the 100 Club. His family actively supports the Arts including Phoenix Art Museum, Ballet Arizona, and the Phoenix Symphony. In his spare time, he enjoys fly-fishing, golf, collecting vintage vehicles and traveling. He holds a BS in Public Management from the University of Arizona and both he and his wife are native Phoenicians.


Ivan Johnson

Ivan Johnson
Professional interests: Government, Media/Entertainment, Non-Profit, Telecommunications
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In May of 2014, Ivan Johnson retired as the Chief Operations Officer of Avant Strategies, an advertising/marketing firm, DeMenna and Associates, one of the leading lobbying firms in Arizona and Business to Government Strategies, a technology consulting firm that connects technology companies to government. Public Policy Partners, a very successful lobbying firm, own all three firms. Prior to working with Avant Strategies Johnson retired from Cox Communications after over 32 years. During his tenure with Cox Communications, he served as Vice President Franchising, Vice President of Community Relations, Manager of the Bullhead City system, State Systems Manager, Regional Operations Manager for the East Valley, and Manager of Business Development. In 1987, he was promoted to Vice President of Public Affairs and Business Development. Since 1995 and until his retirement in December 2012, Johnson was the Vice President of Public Affairs at Cox Communications Arizona. Before his career at Cox Communications Ivan worked at the National Cable Television Association as Vice President of Association Affairs. He also served at the Arizona Cable Television Association as Executive Director and at the Arizona Legislature as Administrative Assistant for the Arizona Senate Majority Leader. Ivan is an avid tennis player.


John Jones

John Jones
Professional interests: Government, Manufacturing, Engineering, Law/Legal Services, Utilities
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As a senior director of contracting at General Dynamics European Land Systems, SL in Madrid, John Jones managed international contracting activities and negotiated billion dollar-plus contracts with government customers and suppliers throughout Europe, the Middle East, and Asia. John also served as associate general counsel for General Dynamics C4 Systems, Inc. in Scottsdale, advising its information assurance and radio businesses, as well as the company as a whole on matters of intellectual property law, supply chain management, accounting, and compliance. Prior to joining General Dynamics, John spent seven years with Bryan Cave LLP, where he was a partner in government contracts and intellectual property law practices. John also served 20 years in the U.S. Army as both an engineer in the Corps of Engineers, and as a judge advocate, retiring as a Lieutenant Colonel. John is active in the American Bar Association, editing three editions of the ABA's Government Contract Law Deskbook. John received his bachelor's in engineering from Vanderbilt University, and both a Juris Doctor and Master of Laws in Government Procurement from George Washington University. He is a graduate of the Defense Systems Management College, the U.S. Army Command and General Staff College, and Airborne and Ranger Schools. He enjoys skiing, sailing, travel, and hiking.


John Kalkowski

John Kalkowski
Professional interests: journalism, startups, cultural programs, Chinese business, project management, and paper manufacturing
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John Kalkowski is the Editor in Chief of Brand Packaging magazine and Packaging Conference Director for BNP Media. In related roles, Kalkowski has served as editorial director of Packaging Digest, Converting and Food Online. He also has worked as marketing director of packaging equipment maker Delkor Systems and was North American marketing manager for Sun Chemical. Prior to joining Sun Chemical, he was the director of technical service for paper manufacturer Abitibi Consolidated. Kalkowski began his career as a journalist, working for several newspapers and magazines around the United States and in Hong Kong. He was executive editor for a start-up business magazine in China and edited the Pacific edition of a magazine for the U.S. military. After 12 years in journalism, he worked as a production manager at major newspapers owned by Knight-Ridder and Scripps-Howard. Kalkowski has a Master's from the Thunderbird School of Global Management in Arizona, and a Bachelor's in journalism from the University of Nebraska. He was a Rotary Journalism Fellow in the Yale-in-China program at the Chinese University of Hong Kong, and maintains an active interest in Chinese business and cultural programs. He also is a certified project manager. He and his wife, Diane, live in Phoenix, AZ. Diane is a special education teacher at Hamilton High School in Chandler. His son, Andrew, attended W.P. Carey, and now works as a nurse at John C. Lincoln Hospital in Phoenix and as a combat medic in the Arizona National Guard.


Nick Kissel

Nick Kissel
Professional interests: Financial services, Manufacturing, Real estate construction/Development, Real estate services
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Nick Kissel started his career with Ernst & Ernst (now Ernst & Young) in 1970. He worked in a number of different industries, but specialized in the financial services industry, auditing large banks and their related operations, including various lending activities, mortgage-banking operations, capital market activities, foreign operations, regulatory compliance requirements, mergers, and acquisitions. He also worked on projects such as management accounting, and financial reporting systems; capital markets operations; internal audit service delivery; fraud audits; and numerous debt and equity offerings. Some of his clients included predecessors to Sun Trust Banks, Inc., Huntington Bancshares, Bank of America, ABN Amro (Netherlands), Principal Financial Group, and US Bancorp. During his career, he worked in E & Y offices in Miami, San Francisco, Chicago, Minneapolis, Phoenix, and Columbus, OH. He retired in 2007 and 2008 began consulting with the Ernst & Young Foundation the following year, developing college courses comparing International Financial Reporting Standards to US GAAP, emerging and converged accounting standards, auditing of certain emerging accounting standards, and case studies related to professional judgment and unusual accounting transactions. Nick lives in Scottsdale and serves on the board of directors of Goldwater Bank as well as two homeowners associations.


Karen Kowal

Karen Kowal
Professional interests: executive coaching, consulting, procurement, engineering, IT
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As an executive at American Express, Karen Kowal has had the opportunity to hold several global leadership positions including VP of Technology for on-line consumer card applications, internet utilities and statements. She also managed $2 Billion in spend within procurement and $95 million in real estate in North America, South America and Mexico. Karen had the opportunity to build the first prototype mobile application for American Express and work on several strategic efforts including data center consolidation, Membership Rewards, and Blue Work, a flexible work program and office design. Currently, Jaren coaches executives seeking to make a career change. Prior to American Express, Karen was a Director in Operations/Enrollment at Rush Presbyterian St. Luke's Hospital in Chicago. She started her career as manufacturing engineer in Nebraska producing computer hardware. Fun Fact: This hardware is currently on display the Smithsonian Museum of American History in Washington D.C. Karen holds a Bachelor of Science degree in Engineering Technology (Mechanical & Industrial Engineering) from the University of Nebraska. She participated as an engineering judge and judge coordinator for the Future City Competition in Arizona for our 12 years (7th & 8th graders building Future Cities). She is married, has two grown children and likes “Destination Bike Rides” to places like the Czech Republic, Austria, France, and Tempe. She also likes to ski, play tennis and scuba dive.


Denise Logan
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As the Chief Inspiration Officer of Chase What Matters, Denise plays an impactful role for the professional services firms and individuals that she works for and with. Denise is responsible for introducing disruptive forms of personal development and engaged philanthropy that brings the mission and legacy of individuals and organizations to life throughout the Founder, Investor and C-Suite Communities. Having already empowered the decision making of thousands of executives across North America, she is one of the leading architects of new experiential models for top executives incorporating the collective wisdom of peers, subject matter experts, and academic authorities in restoring meaning to their work and significantly enhancing their relationships. Denise has spent almost 20 years cultivating different professional communities and retooling their approach to professional and business development and corporate social responsibility strategies for leading financial services, professional services and law firms. Before launching Chase What Matters, she served in a leadership role for a well-regarded executive recruiting firm in the alternative asset community. Prior to that, Denise established and led a DC area law firm representing community associations. Denise is an active member or advisor to an array of professional and philanthropic organizations, including the Association for Corporate Growth, and has presented her approach to legacy development at conferences in the US and Europe. Her undergrad degree in Social Work came from the The University of Texas at Arlington and her law degree was earned in the innovative S.C.A.L.E program at Southwestern University in Los Angeles.


Tim Lindemann

Tim Lindemann
Professional interests: global reservation organization, data leveraging, service and productivity improvement, operating metrics, and airport operations
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Tim Lindemann retired from American Airlines in May 2018 after 27 years in the airline industry. His most recent positions were Vice President of Customer Planning and Vice President of Global Reservations, but he also held leadership roles in strategic planning, revenue management, e-commerce, and product distribution. Tim pursued his early passion for travel and started his career as frontline customer service representative with America West Airlines.

During his tenure in corporate positions, he led several initiatives to implement technology, improve operating metrics, boost employee and customer satisfaction, expand ancillary revenues, and reduce costs with a focus on airport and contact center operations.

Tim's current focus is on building a new portfolio of purposeful work in a variety of settings. He has a special interest in entrepreneurship and helping professionals who are getting started in their careers. Tim believes in volunteering. He serves as Vice Chair of the board of directors for the American Airlines Credit Union (a non-profit agency); executive coach in the MBA program at Arizona State University; and volunteers weekly for Habitat for Humanity. In addition to volunteering, he is a founding partner of Cactus Consulting Group – a firm dedicated to helping companies maximize revenue through pricing, revenue management, distribution and customer contact strategies.

Tim earned a Master of Business Administration with a concentration in economics from Arizona State University and a Bachelor of Science in finance from the University of Wisconsin. He enjoys exploring the world and staying physically active with cycling, golfing, swimming and fishing. Tim and his wife, Aline divide their time between Scottsdale, AZ and Cape Cod, MA. They have been married 26 years and have three children.


Denise Logan

Denise Logan
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As the Chief Inspiration Officer of Chase What Matters, Denise plays an impactful role for the professional services firms and individuals that she works for and with. Denise is responsible for introducing disruptive forms of personal development and engaged philanthropy that brings the mission and legacy of individuals and organizations to life throughout the Founder, Investor and C-Suite Communities. Having already empowered the decision making of thousands of executives across North America, she is one of the leading architects of new experiential models for top executives incorporating the collective wisdom of peers, subject matter experts, and academic authorities in restoring meaning to their work and significantly enhancing their relationships. Denise has spent almost 20 years cultivating different professional communities and retooling their approach to professional and business development and corporate social responsibility strategies for leading financial services, professional services and law firms. Before launching Chase What Matters, she served in a leadership role for a well-regarded executive recruiting firm in the alternative asset community. Prior to that, Denise established and led a DC area law firm representing community associations. Denise is an active member or advisor to an array of professional and philanthropic organizations, including the Association for Corporate Growth, and has presented her approach to legacy development at conferences in the US and Europe. Her undergrad degree in Social Work came from the The University of Texas at Arlington and her law degree was earned in the innovative S.C.A.L.E program at Southwestern University in Los Angeles.


Lynn Moran

Lynn Moran
Professional interests: small retail businesses, entrepreneurship, leadership teams, associate development, leadership initiates, organizational effectiveness, and internal business solutions
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Lynn is the CEO and Co-Owner of Arizona Coaching and Consulting and is the CEO of Sonoran Life Transition and Performance Coaching. With over 30 years of business experience, she brings a wealth of knowledge and a history of success to her clients. As a Professional and Board credentialed Coach, she serves as a Business Advisor and Executive and Leadership Coach.

Lynn was the President of Ethel M® Chocolates, the retail, B2B and direct-to-consumer confectionary business within Mars, Inc., one of the largest food companies in the world. As President of Ethel M, she was also a member of the Leadership Team responsible for managing the Mars, Inc. $7 Billion domestic food business portfolio. Lynn's key accomplishments at Ethel M included talent development and organization alignment, repositioning and enhancing the brand image, packaging redesign and relaunch and expanding the reach and presence of the product line into event marketing and high visibility, upscale retailers.

Over the course of her 26-year career with Mars, Lynn held senior leadership positions in Human Resources, Sales, and Licensing. She led the HR function for the National Office and Sales organizations, a total population of approximately 1,800 associates, and was responsible for managing key performance areas including recruitment, associate development and leadership initiatives, organizational effectiveness and internal resolution. In addition to field Sales management, Lynn was also a Senior Leader in National Accounts where her Team managed one of the top Customer Channels delivering over $350 million in revenue.

After retiring from Mars, Inc., Lynn moved into an executive leadership position with Russ Berrie, a global company in the gift industry. Lynn has a BS in Business Administration from Centenary University and an MBA from Fairleigh Dickinson University. She is a professionally trained and credentialed Coach, and is a Six Sigma Green Belt. She is currently a Board Member of the Arizona Women's Leadership Forum. Lynn works with individuals, leadership teams and companies to ensure they achieve their highest level of leadership effectiveness and business performance. Lynn has done work with a wide range of companies from small retail and entrepreneurial businesses to large well-known global and nationally branded companies.


Shantini Munthree

Shantini Munthree
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For more than 20 years, Shantini Munthree has helped transform some of the world's leading brands for Vanguard, Procter & Gamble, Miller Brewing Company, Sara Lee, Caterpillar, Vanguard. Shantini has also guided start-ups and medium-size businesses to achieve dramatic growth and market leadership. Shantini is an established thought leader, consultant, and author on the topics of corporate and business positioning, brand strategy, business transformation and women/diversity. As a former multinational executive, Shantini has the vantage point of understanding consumers and business clients across five continents and eleven industries. At the age of 26, she led the revitalization of a billion dollar beer brand in post-apartheid South Africa. Shortly thereafter, Shantini moved to the US to help Miller Brewing unseat its dominant rival brand. She also helped reinvigorate sales for a top 5 brand for Procter & Gamble and divestiture efforts for Sara Lee's household business. At Vanguard, Shantini was tapped to lead transformation and marketing efforts behind a $200mil. IT program and then steered the Vanguard brand globally as a financial services powerhouse. Shantini has attended the 2017 United Nations Media for Social Impact Summit and subscribes to its mission through her work. She has facilitated and has been a speaker at the American Marketers' Association, Financial Communications Society, Gramercy Institute, Philadelphia Chamber of Commerce and various other business, media and educational institutions. She is the recipient of marketing awards in the financial services and consumer products industries for her contributions to marketing innovation and leadership. Shantini is an author of a soon-to-released marketing strategy book and has contributed to Designing Brand Identity (5th edition), 2017, Wiley, a bestselling branding book in the areas of brand strategy and large-scale marketing initiatives. Shantini holds an MBA from Wits Business School in South Africa and a BJourn from Rhodes University. She has supported and lectured at Villanova University's School of Business. Shantini is a board member of Shape Up US and was a prior board member of The American Red Cross of Eastern Pennsylvania. Shantini is managing partner of The Union Marketing Group, a business and branding consulting firm.


Mark Nemschoff

Mark Nemschoff
Professional interests: marketing, sales, organization management, internal combustion engines, business growth and development, vehicle drive train design, product design, and change management
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As the leader of Nemschoff Chairs, Inc. , Sheboygan, WI, Mark and his team transformed the healthcare furniture industry. With customer focused marketing, service, and manufacturing, healthcare professionals were able to differentiate their facilities and do things their way. Coupled with high quality and excellent value, Nemschoff grew dramatically and became the #1 healthcare furniture source for 9 years running.

Mark holds a Bachelor of Science degree in Applied Science and Engineering, with a minor in business, from the University of Wisconsin, Milwaukee. He started his career with FMC Corporation in the Bolens Division as a Design Engineer, and then Team Manager in outdoor power equipment development. Mark personally focused on noise and vibration control and was awarded two patents for his designs.

At the urging of his father, Mark joined the family furniture business assuming responsibility for engineering and production. He then took on organizational development, technology, marketing, sales, and ultimately the leadership role of President/CEO. Under Mark's leadership the Company became an industry leader and was ultimately sold to Herman Miller, Inc. in 2009.

Mark was instrumental in launching a metal fabrication company in 1986, and held the office of President until the sale of the Company in 2017.

Mark has served on various private and public business boards, and also chaired the Economic Development Board for Sheboygan, WI.

A life-long interest in high performance cars and boats continues to be a passion. Sports car racing on a local and regional level, plus restoration and maintenance of a small car collection is a current pastime. In the late ‘90s Mark raced offshore powerboats professionally, winning multiple World and National Championships. And, he continues to own a small high performance marine diesel engine development company today.

Mark, and his wife, Barbara, like to travel and enjoy the outdoors, and also enjoy time with friends, family and grandchildren.


Robert G. “Bob” O’Malley

Robert G. “Bob” O’Malley
Professional interests: leadership, culture change, IP management, supply chain management, distribution channels, outsourcing, supplier management, international business, scaling operations for growth, strategy in dynamic industries, business ethics, employee development
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Robert G. (Bob) O'Malley has over 35 years of industry experience in the technology industry. O'Malley recently completed his assignment as CEO of SED, a $500M Atlanta-based technology distributor with operations across the US and in Colombia and Argentina. Prior to SED, Bob was InFocus CEO, a $200M global manufacturer of visual display products, from 2007 through 2011, before which he served as Senior Vice President, Marketing and Product Management at Tech Data Corporation, a $21B global distributor of hardware, software and services. O'Malley started his technology industry career with IBM as a sales representative advancing to executive positions in sales management, financial management and product management. He also served as CEO of Immersion and Pinacor, and was President of Intermec Technologies and MicroAge.

O'Malley has had valuable exposure to all components of the IT and AV channels, representing multiple manufacturers, distributors and integrators. He also served on the Board of Directors of CompTIA, the leading IT industry association, where Bob was Chairman of the Board from 2008 to 2010. In 1998, he was one of the founding Board members of the Global Technology Distribution Council (GTDC). In addition, Bob participated in the InfoComm 100 in 2010 and 2011. Throughout his IT/AV career, he has had experience in integrating acquisitions, managing culture change, creating business model innovations and launching new products. O'Malley also has extensive global experience in sales, product marketing, operations and supply chain management. In 1992-3 with IBM, he spent two years living in Tokyo, with general management and P&L responsibility for IBM's Asian PC, printer and desktop software businesses. In addition, with Intermec, Immersion, InFocus and SED, he had worldwide sales, finance and logistics reporting to him. O'Malley currently serves as member of the Triton Technologies Board of Directors and is an Emeritus member of CompTIA. Bob holds a BS degree in aerospace engineering from the University of Minnesota, an MBA from the W.P. Cary School at Arizona State University. He was also an instructor pilot and Captain in the US Air Force and, during his IT career, has been an active board member for a variety of professional, charitable and civic organizations.


Bill Pesch

Bill Pesch
Professional interests: marketing, private equity, customer relations, organizational growth, finance, leadership, strategy
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Bill Pesch is a successful cross-industry Board Director and CEP who consistently outperforms industry averages in revenue, EBITDA, and market share growth. He has led five middle market businesses for private equity, selling three to strategic buyers. Bill is an expert at truly understanding customer needs as well as wants, then translating them into actionable strategies and tactics to dramatically accelerate organic business growth. He has a passion for building high performance, cross-functional teams that regularly accomplish more than they thought possible. Bill has strong operational, financial, marketing, and sales leadership with extensive international experience. Bill brings a unique blend of cross-industry, cross-functional, and international perspective to the Boardroom. He currently serves on executive councils for three private equity groups and several not-for-profit Boards. Previously, Bill served on the boards of the private equity owned companies he led, the Board of Governors for the Aerospace Industries Association (AIA) to 2017, the Advisory Boards of Missouri Southern University School of Business to 2015, the University of California, Irvine School of Business to 2011, the University of California San Diego, School of Management to 2007, and the Boeing 737 Interiors Council to 2008.

Bill served until 2017 as Interim CEP and Board Member of the B&E Group based in Southwick, MA and Fort Myers, FL a precision parts manufacturing company that serves the commercial aerospace, defense and space industries. He was President, CEP, and Board Member of Able Manufacturing based in Joplin, MO until 2014, a 400-person “Tier One” manufacturer of metal and composite fiberglass cabs for agricultural, mining, and construction vehicles, commercial wind turbines, cooling towers, and light rail passenger cars. Previously, Bill was CEO and Board Member of McBride Electric, a $100M, 600 person national electrical, data wiring, and commercial solar EPC contractor based in San Diego, maintain flat revenue during the recession and selling to System Electric. Earlier, Bill was President and Board Member of Driessen Aircraft Interiors, an $80M, 400 person manufacturer of Boeing and Airbus commercial aircraft galleys in Garden Grove, CA. He increased sales, profitability, and market share, selling business to Zodiac Aerospace in 2008.

Bill is the former President & COO of Anacomp, Inc., (NASDAQ:ANCPA) a publicly held 175M international document management company based in San Diego. He reversed a long-term revenue decline through innovative packaging of solutions of life cycle document management. Bill restructured the overhead organization to save over $7M and delisted the stock to save over $2.5M in annual compliance costs. From 1999 to 2001, Bill was President and Board Member of FP Mailing, a private equity owned mailing equipment company based in Chicago that competes with Pitney Bowes. He profitably doubled revenue to $50M enabling the company to be sold. From 1994 to 1998, Bill was Vice President/General Manager for the International Division of AB Dick, increasing international revenue 35% to $100M, introducing a revolutionary one-step desktop to printing plate product for small format commercial printers, and successfully integrating the Itek Graphix purchase from Litton Industries, enabling Marconi to sell AB Dick in 1997.

Bill served as Vice President, International Business Development for Maytag Corporation from 1990 to 1994, leading 22 joint ventures and licensed factories in 14 developing countries to double digit market share gains. From 1979 to 1990, Bill was in Landis & Gyr Powers, the HVAC building controls and energy management company that subsequently became Siemens Building Technologies. He spent five years as Director of Manufacturing building an automated factory that won national awards for productivity, co-led the global acquisition integration team when Landis & Gyr purchased the company in 1986, and then served as Director of Marketing rationalizing the marketing and distribution leading to increased profitability and market share. Bill earned an MBA from Harvard Business School and a BS cum laude in Electrical Engineering & Computer Science from the University of New Mexico. He grew up in Santa Fe, NM. He is married to Lynn Pesch, and has two grown sons. Bill is an avid global traveler, alpine skier, scuba diver, and devoted to family.


Don Riegger Jr.

Don Riegger Jr.
Professional interests: global management, client service delivery, human resources, finance, business operations, non-profits, taxation
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As a senior partner of Deloitte, Don Riegger was a key leader and global management board member of the firm's $1 billion Global Employer Services (GES) practice. As a direct contributor to the global practice's strategy, he led implementation of client service delivery to the firm's major multinational clients managing their complex international cross-border tax, human resource, finance and business operations. Mr. Riegger's global career included leading business units in Germany, France, Belgium and Asia as well as the US. Prior to retiring in 2016, he was the GES Asia Pacific Leader leading a $115 million professional practice with a team of more than 1,000 partners and professionals.

Over the course of his career, Mr. Riegger has served on numerous non-profit boards and lectured at universities and conferences in Europe, Asia and the US. He has provided content for diverse publications including The International New York Times, Wall Street Journal (Asia), The Arizona Republic, and The Tax Advisor. Mr. Riegger is a Certified Public Accountant and holds a Bachelor in Science from Arizona State University and a Master of Business Administration from the WP Carey School of Business. In addition to English, he speaks French and German. He and his wife, Mallory, live in Tucson, Arizona and enjoy travel and outdoor activities such as hiking, backpacking, skiing and running. They utilize many of the skills they acquired as Boy Scout leaders raising their three sons – all of whom are Eagle Scouts.


Wes Sagawa

Wes Sagawa
Professional interests: procurement, materials management, service management, logistics, and transportation in global, technological environments
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As an executive officer at Arrow Electronics (NYSE:ARW), Wes Sagawa retired as Sr. Vice President, Global Marketing and had been Chairman and President of Arrow's Capstone Electronics Division. During his 32-year career at Avnet Inc. and Arrow Electronics, Inc., Wes traveled extensively in Europe and Asia. Wes has served on the boards' of NEDA (National Electronic Distribution Association), EDIC (Electronic Distribution Industry Council) and the Business School Advisory Board of the University of Colorado, Denver. Wes studied Systems Engineering at UCLA, attended Harvard Program Management Development, and has certificates from Darden for Strategic Sales and Marketing and from IESA University (Spain) for Achieving Breakthrough Customer Service.


Alban W. Schuele

Alban W. Schuele
Professional interests: Manufacturing
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An ASU alumnus who immigrated to Arizona from Germany, Al Schuele served as a corporate officer first at The Chase Manhattan Bank, N.A. and later with Hoechst Celanese Corporation. At Chase, Al was responsible for the bank's Central European Region of its Foreign Direct Investment Division. As treasurer of American Hoechst Corporation in 1986, Al negotiated the financing of the multi‐billion acquisition of Celanese Corporation. He was subsequently asked to lead an effective integration process of the two significantly different corporate cultures, reporting directly to the president and CEO of the merged Hoechst Celanese Corporation. Among his responsibilities at Hoechst Celanese were overseeing eight diverse Divisions operating in several States and Europe, holding executive responsibility for $2 billion of diverse businesses with 2,000 employees throughout Canada, and leading the worldwide financial integration of three merged pharmaceutical businesses headquartered in Frankfurt, Paris, and Kansas City under the Hoechst umbrella. Al served as officer and director of the Crested Butte Music Festival for many years and volunteers with Foothills Caring Corps in Carefree. An opera lover and avid skier, Al and his wife enjoy splitting their time between Arizona and Colorado, traveling, and visiting children and grandchildren in New York.


Bryan K. Segedi

Bryan K. Segedi
Professional interests: auditing, fraud and forensic practices, global consulting, audit analytics, public speaking, and accounting
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Bryan Segedi is a globally recognized financial executive who successfully grew multiple service lines for one of the world's leading professional services firm. He is a sought-after speaker and business advisor given his broad range of experiences at the global, regional and local levels serving companies ranging from emerging businesses going public to market leading global enterprises. Based in London, Mr. Segedi served as the Deputy Global Vice Chair, Assurance and led this strategic and largest service line with over 77,000 professionals and $12B in global revenues. He had overall responsibility for the global audit transformation program that was one of the firm's most significant investments ($450M+). Bryan managed the delivery of a state-of-the-art software tool on-time and on-budget as well as the build-out of a global infrastructure to deliver cutting-edge audit analytics. During his tenure, he led the audit, and the fraud & forensic practices to achieve Big 4 market leading growth.

In 2006, Mr. Segedi was appointed Americas Vice Chair, Assurance and Advisory services where he served on the Americas Executive Board. He fostered the firm's relationship with the Securities and Exchange Commission and the Public Company Accounting Oversight Board while also serving as a senior advisory partner for several of the firm's largest clients. Bryan also led the Americas re-entry into the global consulting business. While Mr. Segedi was Vice Chair, North Central region, he boldly negotiated the acquisition of multiple Andersen audit and tax practices, creating a 14-office mega-region. Over his five-year tenure in this role, he turned around this poorly performing, rust-belt region into one of the firm's fastest growth, highest margin operating units. Bryan is active in business, education and civic affairs serving on the Alma College Board of Trustees, as well as the Core 7 Board of Advisors. He formerly served as Chairman, Leadership Cleveland, Chairman, Business Volunteers Unlimited and Board Member Great Lakes Science Center. Mr. Segedi graduated from Alma College with a Bachelor of Arts, Business Administration. He received a Master's in Management degree from Northwestern University's Kellogg School of Management and is a certified public accountant. Bryan enjoys running, golf and racquet sports. He and his wife Judy live in Naperville, IL and maintain a residence in Scottsdale, AZ.


Kevin Sellers

Kevin Sellers
Professional interests: global marketing, brand strategy, advertising, digital marketing, demand generation, public relations, accountancy, and technological solutions
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Kevin Sellers is Chief Marketing Officer for Avnet, Inc. a $27B electronics distributor and technology solutions provider. Kevin joined Avnet in 2015 and is responsible for leading all aspects of Avnet's global marketing and communications including brand strategy, advertising, digital marketing, demand generation and PR. Prior to joining Avnet Kevin worked as Managing Director at Sard Verbinnen a strategic communications agency helping companies manage through crises and issues affecting corporate reputation.

Kevin spent over 23 years working at Intel Corporation in various roles both domestically and internationally. Notable among those roles was nearly 8 years spent living and working in Tokyo, Japan where he helped lead a ~$3B Japan operation grow its business and revitalize its brand. Kevin was also responsible for leading Intel on an historic rebranding of the world's most iconic brands. He also was responsible for Intel's global advertising and digital marketing for several years winning five Cannes Lions Awards for creative excellence during that time. Mr. Sellers earned his Bachelor of Science and MBA degrees from Brigham Young University. Currently, he and his family reside in Gilbert, Arizona. He is the proud father of 4 children and loves to golf, travel, cook and is an avid sports junkie.


Carole Smith

Carole Smith
Professional interests: human resources, management, retail operations, corporate and community leadership, accounting
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As an executive with Banner Boswell and Banner Del Webb, Carole serves more than 3500 employees across multiple facilities as the Sr. Human Resource Business Partner and Chief Human Resource Officer. Prior to joining Banner Health in early 2017, she spent more than 10 years with Walmart, where she most recently led a multi-unit/multi-state retail operation team with P&L responsibility of more than $450 M in sales volume. In that role, she opened new stores, managed remodel store projects and ensured that existing stores improved their associate and customer experience. Carole also lead the Human Resource Strategy team for Walmart Stores, including change management and project implementation supporting more than 3700 facilities and 350 HR professionals. Carole has built a reputation as a collaborative and excellent thought partner; someone that brings clear perspective, a balanced approach, and a willingness to try new ways of working to achieve better organizational results. Carole represents the highest standards of integrity and trust and prides herself on being genuine and transparent with her approach in building relationships. Her vision and ability to nurture relationships lead to a long-term solutions and success. Prior to Walmart, she was the Managing Director of INROADS/Northern California and INROADS/Central Texas, a non-profit organization that develops talented minority youth in preparation for corporate and community leadership. Carole holds a MBA with a concentration of Human Resource Management and a Bachelor of Science in Accounting. Carol enjoys spending time investing in the development of others, traveling with her family especially to warm and sunny places and loves listening to music.


John Standring

John Standring
Professional interests: human resources, management, retail operations, corporate and community leadership, accounting
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John Standring is Senior Vice President and General Manager for the Global Servicing Network organization at American Express “Amex”. He has direct operating expense responsibility for a $500mm global shared services organization that supports all the markets and lines of business that Amex operates in globally. Notably this would include the issuance of Cards, Billing, Payments, and deployment of Robotics automation to drive efficiency and customer experience, along with teams that service Merchants and Card Members. In addition, he provides leadership oversight to the approximately 3,000 servicing colleagues based in Phoenix, Arizona; Salt Lake City, Utah; and Toronto, Canada. Prior to his current role John was part of the inaugural executive leadership team that formed Global Business Services group in 2010, responsible for the Global Financial Operations shared services group that provided financial operations, accounting and reporting and consisting of approximately 1,200 finance and shared service professionals, principally spread across two major locations in India and Phoenix. John led the deployment of Oracle General Ledger across all markets and legal entities, drove significant efficiency savings and introduced customer process ownership to drive accountability and experience. John moved to the US in 2001 to help create the first ever Global Reporting shared service group responsible for the Amex financial month end close, line of business reporting, and consolidated results. Over the course of 3 years, he helped create a shared service team of over 200+ colleagues supporting all markets and businesses delivering enhanced reporting with increased quality and efficiency. Over the past 20+ years John has gained extensive experience in shared services leading global multi-site organizations in both Finance and Customer Service Operations in the US and Internationally. He has led large scale process and technology transformation projects, helping drive standardization across markets and geographies while successfully managing change from a process and cultural perspective. During his tenure in Global Business Services he was an active member of the Conference Board GBS Council focused on industry best practice sharing. John is a licensed US CPA and UK Chartered Accountant with a BA in Economics from the University of Exeter, England. He is married to Suzanna, his wife of 29 years, and has two “grown up” children: Thomas and Oliver. In his spare time, John volunteers for Junior Achievement and is a board member of UMOM, the largest family homeless shelter in Arizona. He has a passion for travel, outdoors and most importantly a fanatical skier.


Mike Stanley

Mike Stanley
Professional interests: manufacturing and distribution, strategic planning, financial management, mergers and acquisitions, change management, organizational behavior, systems implementation
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Mike has more than 25 years of Board and C-level leadership experience with companies in varied industries including manufacturing, healthcare and management consulting. Mike is currently CEO of EB Endeavors, a management consulting firm. Prior to this role, he co-founded Medegen, an international medical products manufacturer headquartered in Phoenix. Mike led the manufacturing, engineering, finance, HR, IT and strategic planning functions within Medegen and held similar roles with earlier employers. He currently chairs the board of Positive Coaching Alliance Phoenix and is a board member and Treasurer of HonorHealth. Mike received his Bachelors degree in Engineering from Arizona State University and an MBA from Stanford University's Graduate School of Business, where he was named an Arjay Miller scholar. Mike is also the proud father of three children. In his free time, he can often be found outdoors—hiking in the desert, biking along the canals or flailing away on the golf course.


Craig Stevens

Craig Stevens
Professional interests: entrepreneurship, venture capital, executive management, new market establishment, marketing support, management consulting, staff augmentation
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As an executive who has held several positions in career which began at IBM, Craig Stevens entrepreneurial spirit has provided the motivation to be responsible for a range of duties from creating or turning around divisions with large multi-national companies to full P&L for midrange firms to start-ups and obtaining venture capital. Being an international business and managed services expert, Craig has overseen annual P&L of over $100M. He has both generated global business and managed operations on six continents of several billion dollars and more than 10,000 employees during his career. Craig's first primary role set the stage for him consistently holding positions doing things that previously had not been done before. He was selling and supporting IBM office system products to mid and large sized organizations throughout New England and upstate New York, all while still attending college full time. These products included email, personal computers, word processing systems and much more. In these days, if one can imagine now, these concepts were rather new and the desire to acquire, implementation and utilization of those systems was often widely resisted.

It is from this backbone upon which a critical foundation of Craig's career was established. His responsibilities have consistently involved establishing new markets and creating/running the sales, marketing, support, strategic partnerships and infrastructure required to drive profitable business ventures on a global scale. This was often done paving a new path in markets that were initially unaware of resistant to the product or service being presented. His career has been built on two primary concepts; growing new innovative product service capabilities into the mainstream and also by creating new ideas built on utilizing existing organizational footprints to obtain previously untouched levels of business. Craig's experience is based in the areas of information systems, contact centers, business process and support functions, business development and management consulting. He focuses on maximizing profitability and decreasing risk looking out for the best interest of individuals, teams, the company, its customers and society as a whole. He has often spoken at industry events whose primary issues are associated with outsourcing, managed service and staff augmentation structures on regional, national and international levels.

Craig's core business beliefs are hope is not a strategy, a failure to plan and communicate is a plan to fail, and having a “can do” not “can't do” attitude. Craig is a graduate of Bentley University with both a Bachelor of Science in Computer Information Systems and an Associate of Science in Management making him a member of the Double Falcon Society.


Kim Taylor

Kim Taylor
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Kim Taylor is serial entrepreneur and C-Level executive. As Ipro's President and CEO, he was responsibility for managing the overall strategic growth and direction of the company, which eventually led to a sale to sale to a PE firm. Prior to joining Ipro, Taylor was co-founder and Chief Executive Officer of Lex Solutio for 8 years. During his tenure as CEO, Lex Solutio was appointed by the Court to manage the data for the Enron litigation. Lex Solutio was acquired by Encore Discovery Solutions in 2003. After a hiatus, Taylor rejoined Encore Discovery Solutions as COO and helped develop the company into one of the top providers of electronic discovery, eventually resulting in the sale of the company for 108 million to Epiq Systems. He holds an Executive MBA from Arizona State University's W.P. Carey School of Business, a Master of Business Operational Excellence from THE Ohio State University, a Bachelor's Degree in liberal studies from Arizona State University, and a paralegal degree from Phoenix College, an ABA-approved program. Kim Taylor, 54, is an advocate, champion and voice for innovation and company culture. He is a hands-on CEO who is present and always approachable. Taylor has maximized the value of technology in support of the legal profession through his unique approach to eDiscovery which provides the legal community with viable options to reduce their total legal technology spend and was awarded a Patent (#9953384). I love everything Arizona State and Ohio State! My family and I put up one of the largest Christmas light display in Phoenix. I collect old Nash cars.



Mary Temm

Mary Temm
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Mary F. Temm is CEO/President of Temm & Associates, Inc. a national health care consulting firm offering creative solutions to healthcare organizations to enable them to evolve, adapt and transform. As a senior executive with over 30 years of experience, Mary is a subject matter expert in managed care, and long-term services and supports (LTSS) programs. With a unique blend of operational financial, regulatory and leadership skills, Mary is catalyst in the transformation of health care. Mary has a proven ability to identify and solve strategic, organizational and operational challenges enabling her clients to become market leaders and deliver exceptional patient care and experience. She successfully addresses problems through her deep industry knowledge and expertise, rigorous data analytics, strategic foresight, political and organizational savvy, and most importantly, practical solutions that can be implemented. Mary is astute at bridging the gap between strategic thinking and implementation with realistic action plans and tactical recommendations. Mary is a highly respected consultant with a reputation for having a strong work ethic and meeting commitments. As a lifelong learner, she enjoys exploring new ideas that challenge the status quo, focusing on innovation and new possibilities. She previously served as the Executive Director (CEO) of various Medicaid health plans, including one of the nation's first Medicaid managed long-term care programs. In addition to her full-time position, Mary currently serves on the board of directors for Glencroft Senior Living, a not-for-profit continuing care retirement community in Glendale. She also serves as President of the University of Alabama at Birmingham Alumni Association of the Graduate Programs in Health Administration board of directors. Mary previously served on the board of directors for Body Positive (now known as Southwest Center for HIV/AIDS). Mary holds a Doctor of Science (DSc in Health Services Administration from the University of Alabama at Birmingham, a Master's in Health Services Administration for Arizona State University and a Bachelor of Arts degree in Accounting from Benedictine College. She is board certified in healthcare management as a Fellow of the American College of Healthcare Executives. Originally, from St. Louis, Mary is still a diehard Cardinal's fan. She enjoys hiking, traveling, Broadway musicals, college football, and sharing her appreciation for fine wine with family and friends.


Anna Thomasson

Anna Thomasson
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Anna's 30 years as a business consultant with Willis Towers Watson serving Fortune 500 companies earned her a reputation for driving functional excellence through talent development, process and technology improvements while leading strategic change in the business through focus on culture, employee performance and engagement, and succession management. With annual revenues over $1.5N and 40,000 employees serving more than 140 counties. Willis Towers Watson is a leading global consulting organization. In addition to her consulting expertise, Anna held numerous leadership roles, including managing partner while growing some of the firm's largest client relationships with prominent global brands. She has served as an advisor to seven start-up companies including her own pet products company. Anna holds a BA in Psychology from the University of Oregon and an MBA from the University of Wisconsin. She currently serves as a public member of the Arizona State Bar Board of Governors and is an active fundraiser for the local Franciscan Renewal Center. Her leisure time is spent hiking and indulging her passion of raising and training guide dogs for the blind.


Richard Tompeck

Richard Tompeck
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Beginning a career in corporate marketing provided a foundation of experience which fueled rapid advancement and ultimately supported transition to entrepreneurship. Richard started his career at Phelps Dodge in refined copper sales and quickly advancing to assistant manager. From there, he was recruited by Pennzoil Company to become national cooper sales manager. Responsibilities at this point in his career included sale of refined copper to major manufacturers, negotiating processing and sale of precious metals as well as those functions associated with administration. These included implementing hedging programs, countrywide logistics and managing credit functions. A significant downturn in the mining industry led to an opportunity to learn advanced trading strategies on the world wide platform at Transworld Metals, Inc. Richard started his own company, Conversion Resources Inc. (CRI) along with two partners. CRI born from three employees in a spare bedroom of his house ultimately grew into two companies including Warrenton Resources Inc. (WRI), employing 100 people in three states and generating sales in excess of $500 million. WRI was purchased in order to acquire the refining portion of the recycling industry. In the height of success, individual sales deals were in excess of $30 million. After 12 years of owning and managing CRI/WRI and 22 years in the industry, the companies were sought for purchase resulting in Richard’s retirement. Retirement brought new opportunities for entrepreneurship in different arenas. Richard partnered with a builder in New Jersey to develop custom real estate, selling homes with a value greater than $3 million. Richard remained active in community service throughout his career primarily in organizations related to education, community and healthcare: Board of Education (president), Non-profit Education Foundation (founder), Board of Local Planning, YMCA Board and St. Barnabas Medical Center Board of Trustees for 10 years. Richard holds a Bachelor of Science in Marketing from Seton Hall University and a Master’s in Business Administration with a concentration in Management from Farleigh Dickenson University. He and his wife of 41 years have 3 children. After the youngest moved away to college, they moved to Arizona where they visited for the first time back in 1981.


Lynn Torrel

Lynn Torrel
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Lynn Torrel is senior vice president, global customer and supplier management at Avnet. She reports to Phil Gallagher, president of the core distribution business for Avnet.

In this role, Lynn is responsible for Avnet United, the global business arm of Avnet, providing best-in-class service to the world’s largest contract manufacturers and original equipment manufacturers as well as the global business migration team. She is also responsible for Avnet Velocity, Avnet’s vehicle for non-traditional supply chain solutions. In addition, Lynn is chartered with optimizing complex supplier strategies and business plans across Avnet, and providing oversight of all key semiconductor initiatives in order to share and link them regionally as global best practices.

An innovative and results-oriented leader with 23 years of experience in the electronics industry, Torrel joined Avnet through its acquisition of EBV Elektronik (Munich) in 2001 where she had served as manager of corporate accounts and logistics since 1998. She established a track record of delivering improved financial performance and enhanced customer relationships for Avnet, and earned several promotions with positions including: director, supply chain solutions; director, global business management; vice president, global and strategic accounts, senior vice president, global supply chain and strategic accounts and senior vice president, semiconductor business development worldwide. Torrel began her career in sales at Wyle Electronics.

Torrel earned an MBA from Arizona State University, and received the 2010 W.P. Carey Student Leadership Award. She is based in Phoenix, Avnet’s global headquarters.


Edward Trueman

Edward Trueman
Professional interests: executive management, commercial product development, technology development, organizational growth, venture capital
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Edward Trueman is an International C-Suite Executive with career long domain experience in advanced Engineered Polymers & Composites. Edward has led global business entities as Chairman, CEO, President, board member of companies serving supply chain requirements to such diverse market sectors as Automotive, Medical, Heavy Vehicle and Mining, Mass transportation, and Aerospace. During the 1980's, as an Equity partner with Research Polymers International, a LBO carve out from Ciba-Geigy, Edward led the commercial product development initiative in the first large scale application of sustainable technology thermoplastic olefin automotive exterior component manufacture replacing higher cost, non-recycle chemistry. This technology today dominates global exterior automotive fascia manufacturing.

During the 1990's, as Vice-President of Commercial Initiatives for Multibase US, Edward led the technology development, through technology license agreement with Shell Chemical, for advanced material integration for automotive safety restraint systems, (air bag) resulting in surpassing company growth objectives and strategic sale to Dow Corning in 2002. For 10 years as a CEO, Edward's involvement in International endeavors include, Canada, Malaysia, Philippines, China, South Korea, UK, Central Europe and most recently India. As CEO & Director of Sintex Industries, an Indian based Multi-National with operations and facilities in the US, Edward led the organic and acquisitive performance, doubling the size of the company in 5 years before stepping down as President/CEO & Director in December 2016. Currently he is a strategic advisor to Private Equity including mergers and acquisitions specific to advanced polymer technology and science. Ed is a graduate of Eastern Michigan University in Economics, a career long member of the Society of Plastics Engineers Detroit Chapter. He currently lives full time with wife Joan in Phoenix.


Terri Tierney Clark

Terri Tierney Clark
Professional interests: fundraising; advancing diversity; leadership; and presentations to corporations, universities, and business groups
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As a Managing Director at Merrill Lynch & Co., Terri was one of the founders of the private equity institutional fund raising business. Terri had responsibility for sourcing, structuring, managing and executing equity placements in buyout, venture, international, high yield, distressed security and real estate funds as well as in private companies. She secured equity commitments from United States, European, Middle Eastern, Latin American and Asian investors. During her tenure, Terri developed and managed the real estate private equity placement business into the largest of its kind in the industry and developed the Latin American equity placement business for Merrill Lynch.

More recently, Terri founded Summit Leadership Advisors to help companies create cultural change to retain, attract, and advance women and diversity professionals within the company's executive ranks. She has advised Goldman Sachs, Credit Suisse, Sallie Mae, Silicon Valley Bank, and Association for Talent Development on leadership and diversity issues. Terri wrote the Amazon #1 Bestseller, Learn, Work, and Lead: Things Your Mentor Won't Tell You and earned London's Financial Times' “Reader's Favorite Books of 2014”. She has published articles in Forbes, Newsweek, Huffington Post, Business Insider and The Muse and given keynote talks and presentations to corporations, universities and business groups. She is a graduate of Smith College and earned her MBA from The Tuck School at Dartmouth College. Terri is married with three children and happy to be a new transplant to the Phoenix area.


Shirley A. Weis

Shirley A. Weis
Professional interests: corporate governance, strategic planning and leadership development
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Shirley A. Weis is President of Weis Associates, LLC, a national management and leadership-consulting firm. Ms. Weis recently retired from her role as Vice President and Chief Administrative Officer (CAO) for Mayo Clinic in Rochester, Minn. Her work involved coordinating overall institutional strategy and operations of Mayo Clinic's $9 billion, 60,000 employee healthcare system that treats more than a million patients a year from around the world through its sites in Arizona, Florida, Georgia, Iowa, Minnesota and Wisconsin. Shirley has earned the reputation of a world-class leader adept in combining leadership, communications and financial expertise to execute and provide oversight on enterprise-wide initiatives that enhance quality, safety and service while assuring bottom line results. MS. Weis has held a number of clinical and administrative leadership positions in her 40-year career including chair of Administrative Services for Mayo Clinic in Arizona, chair of the Mayo Clinic Managed Care Department, executive director (CEO) for Mayo Management Services, Inc., chief operating officer (COO) for Blue Care Network-Mid-Michigan and emergency services manager for a Lansing Mich., healthcare system.

Ms. Weis has a broad academic and teaching background. She is Emeritus Professor in the Mayo Clinic College of Medicine. Prof. Weis has also taught healthcare leadership at the University of Minnesota's Carlson School of Management, Michigan State University, University of Wisconsin-LaCrosse, Lansing Community College and for the Michigan Hospital Association. A magna cum laude graduate of Michigan State University's College of Nursing, Ms. Weis also earned a Master's in Management degree from Aquinas College in Grand Rapids, Mich. She has been named a Michigan State University Distinguished Alumna and has received the Diana Award for Outstanding Business Women. She was named one of the Top 25 Women in Healthcare by Modern Healthcare magazine for 2007 and 2013. Ms. Weis was recently awarded an honorary Doctor of Science Degree from Michigan State University.


Steve Woodworth

Steve Woodworth
Professional interests: nonprofits, finance, mergers and acquisitions, business valuations, executive management, construction, technology, distribution
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Steve Woodworth serves on the Board of Directors of a private, middle market company and is the mentor for the Executive Director of a local, non-profit organization. As the CEO & Founder of Channel Islands Equities, a private investment banking firm in Southern California, and as a senior executive with Security Pacific Corporation. Steve has over 35 years of experience in corporate finance, mergers & acquisitions, business valuations/fairness opinions, strategic planning, and succession/exit planning largely with private and family owned businesses. In addition, he has owned, served on the board and overseen the daily activities of numerous private companies in a wide variety of industries that include construction, technology, global business services, food and agriculture, distribution, software, manufacturing, and capital equipment. He enjoys advising and collaborating with owners and Boards of private companies to build enterprise value and to generate and realize exit options.

Steve has had an historical interest in governance and service to others that is reflected in his active participation in public, private, and non-profit organizations. Steve is retired military (U.S. Army) reserve officer with diverse, global assignments within both the Defense and State Departments. He has taught at the MBA level and served on the foundation boards of California State University Channel Islands and California Lutheran University. He has held leadership positions and been chairman of a variety of professional associations, non-profit organizations and public advisory councils. Steve has a BA in Economics from Claremont McKenna College and has an MBA in Finance from California Lutheran University. He is a graduate of the Managerial Policy Institute at the University of Southern California. He is married to his wife Robin. They have two children and grandchildren. Steve and Robin are residents of North Scottsdale. He is a wine lover and collector, sports enthusiast, and tennis player. He enjoys the arts, music, and public speaking, and traveling.


Jack Zwingli

Jack Zwingli
Professional interests: strategy development and implementation, major negotiations, licensing, joint ventures, startups, and corporate direction
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As an accomplished business leader with both corporate management and entrepreneurial experience, Jack has been a general manager of a diverse set of global businesses, as well as a CEO of several successful entrepreneurial companies. He is a well-known thought leader on corporate governance, executive compensation and accounting integrity, with numerous writing and speaking credits. Jack currently teaches strategic management at the W. P. Carey School of Business at Arizona State University. Jack has spent nearly half of his career as CEO of entrepreneurial firms, including The Vantra Group, Audit Integrity, GMI Ratings and the executive compensation data and analytics firm Incentive Lab. All of the firms were acquired and continue to be successful. Most recently, Jack helped establish Incentive Lab as a provider of groundbreaking services, based on market-leading data and advanced quantitative analytical tools, leading to the acquisition of the company by corporate governance leader Institutional Shareholder Services (ISS).

On the corporate side, Jack was the senior executive responsible for an extensive portfolio of diverse global business under the Standard & Poor's institutional and retail investor division. Jack managed over 1,300 people in offices around the globe, with business units providing services such as investment research, analytical platforms, real-time data feeds and S&P index services (S&P 500). He also held key management positions for Moody's Investors Service and Dun & Bradstreet. Jack received his B.S. degree in Marketing from the Indiana University Kelley School of Business and an MBA from Rutgers University. He lives in Scottsdale, AZ. His personal interests include spending time with his wife and daughter, golf, travel, running, hiking and biking.