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 product line management, sales and marketing, and customer support. Before joining Honeywell and early in his career, Greg worked for Bechtel Power Corporation.

Greg holds an MBA from Arizona State University and a BS in mechanical engineering from Virginia Polytechnic Institute. He is an avid cyclist and endurance athlete, competing in road and velodrome cycling events, as well as in triathlons. He 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 nine-year tenure at GMP, the business increased revenues by 13 percent p.a. and earnings by over 20 percent. Bob also led Genco’s reverse logistics business and oversaw the successful integration of ATC — a $525 million acquisition of a public company — into Genco in 2010-11.

Prior to joining Genco, Bob served as president and CEO for USCO Logistics, a 3,000 person integrated logistics solutions organization. During Bob’s seven-year tenure, he guided the company to a compounded 30 percent 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 spent 15 years with American National Can Co. 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 master’s degree in accounting and an MBA in accounting and finance from New York University. Bob has been president of his class, reunions chairman, and has been active in both fundraising and the alumni schools committee. He is a member of N.A.C.D. and sits on the board of 3 GTM, a privately held logistics software company. He also serves as an investor and 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 ASU’s Thunderbird School of Global Management. Rick spent more than 35 years in marketing and brand management with Colgate-Palmolive Co., Continental Promotion Group Inc., and The Dial Corp. 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 three consecutive 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 Corp., where she held executive positions in manufacturing, legal, corporate affairs, and high-growth start-up business divisions. Holly was also a leader in Intel diversity initiatives from the beginning, coaching, mentoring, and sponsoring high-potential, diverse employees. Holly most recently served as vice president of finance for the Internet of Things group, where she played a key role in growing the business by over 30 percent to $2.5 billion between 2013 and mid-2016. She was a leader in setting the strategy and executing on the launch of IMFT, a successful memory joint venture between Intel and Micron Corp.

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 2016, Holly has been providing consulting services via Gehrson Lehman Group, serving as an ASU Alumni Council member, as a W.P. Carey School of Business Alumni Council member, and as an executive in residence mentor through the W. P. Carey Executive Connections 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 25 years. She is passionate about helping Americans — especially other women — 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.

Laura Ann’s 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 not-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, Laura Ann has addressed both local and national groups on topics such as achieving financial fitness and assessing and minimizing fiduciary risks.

Laura Ann is 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 Corp., Washington Mutual Bank, Tosco Marketing Co. (branded: BP Oil, Exxon, 76 Products-Unocal, Circle K) and Shurgard Limited Real Estate Partnerships.

As deputy director of real estate services for the State of Washington, Don’s team achieved numerous first-ever successes and returned more than $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 was responsible for a wide range of internal and external strategic corporate real estate planning, leasing, realignment and sale-leaseback activity throughout the Western U.S. An effective change agent and eternal visionary, Don maintains a deep understanding of people, policies, and politics. A proven champion of innovation and excellence, he is in constant pursuit of new opportunities designed to enhance performance and productivity.

Don holds a bachelor’s degree from Lewis University, a CCIM designation, is a Six Sigma Green Belt, and is active in Lean management process improvement. He has served as mentor for Seattle University’s Albers School of Business and Economics MBA program, the University of Washington’s Foster School of Business, ASU’s National Science Foundation’s I-CORP affiliation, 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.


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.

Matt holds a bachelor’s degree in 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 CEO of Bluepoint Partners, a consulting company providing advice on financial and capital structure. She also served as the sixth president and CEO of Walsh College from 2007 to 2017. Upon her retirement, the Board of Trustees elected her president emerita.

During her tenure at Walsh, she presided over the opening of the Jeffery W. Barry Center in 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, a program providing local women with tools and knowledge for entrepreneurship; the award-winning Finance Lab 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 Accountants. She earned the Chartered Global Management Accountant designation from the American Institute of CPAs 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 3,200 people; operational budgets exceeding $1.3 billion; global manufacturing networks of more than 15 sites; global warehouse networks of more than 80 sites, procurement spending exceeding $320 million. Jeff led two supply chain acquisition integration programs delivering more than $315 million 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 two-to-four 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 interests, 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 Corp., 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 chief financial officer of Europe, Middle East, and Asia, 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 Corp., 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 qualifications, (1 and 2) and is a member of the 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 and 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 of deeply understanding what components of our health care system work well and which don’t.

Transitioning her career into the business of health care, she served as a physician executive with UnitedHealth Group, providing operational leadership of disease management and wellness program delivery to more than five million individuals, including offering sales and training expertise. She also let a county jail medical system and the State of Arizona prison medical system.

Janet later transitioned into independent consulting, building and optimizing programs in health care innovation. She also developed and currently manages a successful ecommerce business focusing on selling health-related products in the U.S. and Europe. She holds a doctorate of medicine from the University of Washington in Seattle, a master’s of international affairs and economics from Ohio University, and a bachelor’s degree in pre-med and business from The Evergreen State College in Olympia, Washington. She trained in surgery at Georgetown University and in family medicine at a UCLA program in Ventura, California. She became board certified in family medicine. Janet 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 various 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 organizations (retail, QSR, and wireless/consumer electronics), 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 held numerous managerial positions with the company. Before joining SCE, Lisa worked for 11 years with Southern California Gas Co., in roles as varied as account management, marketing, environmental policy, and regulatory affairs. She also worked for two years at Procter & Gamble as a paper manufacturing team manager.

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 an MBA from Pepperdine University. Lisa is married with two grown sons. Her personal interests include spending time with family and friends, travelling the world, cycling and yoga.


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. Donna spent 32 years in the aerospace industry, the last 26 at Honeywell, where she directed positioning for driving organic growth of a $13 billion 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.

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 percent to become a $500 million global business. Donna and her global customer service team successfully delivered new business growth, including territory expansion, and established strong customer relationships across a variety of global organizations.

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, Arizona. Donna holds a BS in mechanical engineering from Colorado State University and a master’s in theology from Fuller Theological Seminary. She is a certified executive coach through the Hudson Institute of Santa Barbara. Her personal interests include spirituality and 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, 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 merging The St. Paul Companies and Travelers Property Casualty. At the time, it was the largest merger in the property casualty industry and 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 BA 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 >$750 million business unit consisting of complex radio, network communications and encryption products and systems, and commercial computing products with 1,200+ employees spread across four states. John 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, John's business units conducted business in multiple nations with non-U.S. companies requiring travel to the United Kingdom, Korea, Canada, France, Germany, Taiwan, and Australia. For several years, he was a member of Maricopa County’s Men's Anti-violence Network, serving as its chairman for two years. He holds a bachelor’s degree in business administration from the University of Texas at Austin, and an MBA from ASU. 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 Diener 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 VP of the standard components business.

As senior VP of global supply chain operations, she led ON Semiconductor to multiple awards for service and delivery excellence. She also served as senior VP 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 Corp., 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, and has served on the board of directors for Leshan-Phoenix Semiconductor Co. based in Sichuan, China and Model United Nations of the Far West. A member of the Phoenix Council on Foreign Relations and the American Council on Germany, Charlotte holds two BA 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 global operations in 10 locations. 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.

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 percent growth, completing the eighth year of being listed in the INC500/5000 list of fastest growing companies in the U.S. He has pioneered a new digital archiving solution by forging a public-private partnership with the National Library of New Zealand. This product delivered a 25 percent growth on revenues in the first year and became the standard for preservation of digital information worldwide.

Roland built his career on the core values of leadership, customer centricity and strategic creativity, enabling evidence-based innovation and growth. He takes particular pride in the executives that he has coached and mentored who have become successful senior leaders. Roland is a dual citizen of the U.S. and the Netherlands, speaks five languages, and lives in Scottsdale, AZ. He is married and has two adult children. He holds a MSc from Delft University of technology (A.I.) and a candidate’s (equivalent to a bachelor’s degree) 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. Mary joined the Chubb Group in 1985 as an environmental examiner, and was later promoted to claims supervisor and regional claims examiner roles. Upon passing the California bar exam, she transferred to the house counsel department where she served as a trial lawyer in Los Angeles before moving to New Jersey as a corporate liability lawyer and assistant vice president for Chubb.

Pursuing a field leadership career, Mary moved to Chesapeake, Virginia and was named a casualty unity manager in charge of approximately 30 employees. She was later promoted to zone claim manager and senior VP, working first in Connecticut and then in Phoenix, where she was led 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, holding positions as chair of the Clair officer title project, chair of the Women’s Development Council, and chair of the catalyst steering committee. She graduated from Winona State University, class of 1977, with a bachelor’s degree from the paralegal program. She graduated cum laude with her JD in 1987 from Western State University in California and is an inactive member of the State Bar of California. Mary is now retired and living in Phoenix.


Debbie Flores

Debbie Flores
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As a senior leader of Banner Health, Debbie Flores oversees two large medical centers as CEO, responsible for strategic planning, business growth, physician alignment and relations, community outreach, and system integration. The two medical campuses produce a combined net income of $75 million with 3,400 employees and 1,600 volunteers.

Debbie has over 30 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.

Debbie is a Phoenix native, and she and her husband have two grown daughters and six grandchildren. She enjoys all types of sporting events especially football, along with traveling, the 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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Stephen Galasso 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 Corp., the first and largest reloadable prepaid card in the U.S. He was president and CEO of Bank of America’s credit card business — Visa's fifth largest issuer worldwide. He was President and CEP of the marketing and loyalty company Universal Value Networks.

Additionally, Steve has been hired by multiple venture capital firms to create a reloadable prepaid card companies in other parts of the world, like Advanced Payment Solutions, the UK’s first and largest prepaid card company, and Accesso Card, which is Brazil’s first reloadable 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, Scottsdale/Paradise Valley YMCA, Crisis Nursery, and Ryan House.

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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Mark Geninatti was most recently CIO and group vice president of JDA Software, where he was responsible for JDA’s internal information technology organizations worldwide. In his decade at JDA, Mark 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 $250 million in annual revenues to over $700 million. He also 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, Mark worked for high tech manufacturing companies and software companies building senior 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 led the integration of this technology into several IBM products. In early 1990, he started his career with Viasoft as senior director of IT and training.

Mark 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 BS 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 and tennis, and exploring many trails and canyons in Northern Arizona.


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 the global supply management organization at Intel Corp., Bruce Gilmore had responsibility for direct materials annual global spends of more than $1 billion. 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 U.S. 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.

Recently, Bruce transitioned from his corporate role to join the faculty of ASU’s W. P. Carey School of Business as a professor of practice in the Department of Supply Chain Management. Bruce and his family live in Arizona where they enjoy volunteering at their church, hiking, and enjoying the benefits of living in Arizona. Bruce earned a BS in business administration and purchasing at ASU and an MBA from the University of Arizona. He is a veteran who served in the United States Air Force and Air Force Reserve.


Phil Griffith

Phil Griffith
Professional interests: Consulting, Consumer products, Food, drug, and other retail, Other: Food service, Hospitality
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For more than 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 $6 billion Industrial Systems and $16 billion health care businesses. At Honeywell, he served as the VP of sales and operations planning for the $5 billion engines, systems and services business.

Phil currently works in private equity specializing in manufacturing turnarounds. He 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.

Among Phil's other accomplishments are developing and implementing quality improvement plans that included a Net Promoter Score program, establishing new design and manufacturing rules and implementing lean manufacturing training and project tracking. Be it supply chain strategy or manufacturing leadership for health care, 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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Robert Healy is the regional global practice manager in the Phoenix office of 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.

Robert has a BS degree in Electrical Engineering from Kansas State University, an MBA from the University of Chicago Booth School of Business and more than 20 years of experience, with nearly eight 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 Healy has a wide business background and more than 15 years of international corporate experience, including multiple executive positions overseeing 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 five 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 eight 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: e-management, development, client partnerships, global initiatives, industry practice, third party administration, information delivery


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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. Keith 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, holding 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, Keith spent much of 2014 and 2015 with ACE Group Claims developing the 4D TM approach to utilizing predictive modeling and text mining in the claims management process.

Keith holds two BS degrees in the social sciences from Northern Illinois University and a master's 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. Keith 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., 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.

After graduating from Brigham Young University, Doug was commissioned as an officer in the United States Air Force. He transferred to the USAF Reserves in 2001 while working at Headquarters Air Force, Pentagon, and Washington, D.C. Doug also worked on the USAF’s legislative liaison staff.

Doug is a USAF Command Pilot with more than 2,800 hours in fighter aircraft, and has flown in support of multiple operations. He has combatant command headquarters planning experience in operations Iraqi Freedom, Unified Protector, and Odyssey Dawn. In 2012, Doug finished a four-year active duty tour as deputy director of the Coalition Coordination Center, United States Central Command at MacDill Air Force Base, Florida. While in this capacity, Doug was a senior member of General Petraeus' and General Mattis’ staff, and 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 Undersecretary of Defense recognized Doug’s team of exceptional officers in 2010 for their outstanding service. In 2013, Doug was hand-picked 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).

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. Doug has a physics degree from Brigham Young University and an MBA from Florida State University. Doug is chairman of the board for the non-profit Save Our Heroes, is a board member for SentrySix Defense, and is a strategic advisor for Intrinsic Ventures.


John Jennings

John Jennings
Professional interests: software integration, developing leaders, development of products, management
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John Jennings is 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, owns all three firms.

Prior to working with Avant Strategies, Johnson retired from Cox Communications after more than 32 years. During his tenure with Cox, he served as vice president of 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. From 1995 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.


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.

Nick 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 in 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 online 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, Karen 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 BS in engineering technology (mechanical and 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.


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 serves as the vice president of customer experience for the global reservations division of American Airlines Inc. He assumed the role in 2013, and is responsible for customer and employee experience with American Airlines’ contact centers worldwide, including planning and analysis, network operations, automation, training, and policies and procedures.

With over 25 years of experience, Tim began his career with America West Airlines as a frontline customer service agent. During his two decades with America West, he held multiple leadership positions in revenue management, e-commerce, and operations planning. Previously, Tim served as the managing director of customer strategy and planning, where he was responsible for leading several key initiatives to implement technology, increase ancillary revenues, improve operating metrics, and focus on airport operations.

He is currently a board member of the American Airlines Credit Union and an executive sponsor for American Airlines’ Virtual Employee Business Resource Group, which assists with the unique opportunities and needs of remote, home-based employees.

Tim holds a BS degree from the University of Wisconsin and an MBA from the W. P. Carey School of Business. In his free time he enjoys cycling, golf, fishing, and spending time with his wife of 24 years.


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 Washington, D.C. area law firm representing community associations.

Denise earned a bachelor's in social work from the University of Texas at Arlington and a law degree 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 Moran is the CEO and co-owner of Arizona Coaching and Consulting, as well as the CEO of Sonoran Life Transition and Performance Coaching. With more than 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 company's $7 billion domestic food business portfolio. 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 more than $350 million in revenue.

Lynn earned a bachelor's in business administration from Centenary University and an MBA from Fairleigh Dickinson University. She is a professionally trained and credentialed coach, a Six Sigma Green Belt, and a board member of the Arizona Women’s Leadership Forum.


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 Co., Sara Lee, and Caterpillar. She 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 U.S. to help Miller Brewing unseat its dominant rival brand. She also helped reinvigorate sales for a top five 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 $200 million 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 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 best-selling branding book in the areas of brand strategy and large-scale marketing initiatives.

Currently managing partner of the Union Marketing Group, a business and branding consulting firm, Shantini holds an MBA from Wits Business School in South Africa and a degree in journalism from Rhodes University.


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. Mark and his team transformed the health care furniture industry. With customer focused marketing, service, and manufacturing, health care 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 No. 1 health care furniture source for nine years running.

Mark started his career with FMC Corp. as a design engineer, and then team manager in outdoor power equipment development. Mark 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 has served on various private and public business boards, and also chaired the Economic Development Board for Sheboygan, WI. He earned a bachelor's degree in applied science and engineering with a minor in business from the University of Wisconsin, Milwaukee.


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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Bob O'Malley has more than 35 years of experience in the technology industry, most recently serving as CEO of SED, an Atlanta-based technology distributor with operations across the U.S., Colombia, and Argentina. Bob was also the CEO of visual communication leader InFocus, held senior leadership roles at wholesale technology distributor Tech Data Corporation, served as CEO of Immersion Corporation and of Pinacor Inc., and was president of both Intermec and MicroAge.

Bob began his tech career as a sales rep with IBM, advancing to executive positions in sales, financial, and product management, and gaining exposure to audiovisual and information technologies while working as a rep for multiple manufacturers, distributors, and integrators. With extensive global experience in sales, product marketing, operations, and supply chain management, Bob is an expert on integrating acquisitions, managing culture change, creating business model innovations, and launching new products.

Bob is one of the founding board members of the Global Technology Distribution Council (GTDC), a current member of the Triton Technologies Board of Directors, and a two-time participant in InfoComm International — an annual gathering of audiovisual thought leaders to assess and chart the course of the industry. He was also an instructor pilot and Captain in the U.S. Air Force and, during his IT career, has been an active board member for a variety of professional, charitable, and civic organizations.

Bob holds a BS in aerospace engineering from the University of Minnesota and an MBA from ASU's W. P. Carey School of Business.


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 CEO who led five businesses for private equity, selling three to strategic buyers. Bill served as interim CEO of the B&E Group, a precision parts manufacturing company that serves the commercial aerospace, defense and space industries. He has served as CEO of Able Manufacturing and McBride Electric, and as president of Driessen Aircraft Interiors, a manufacturer of Boeing and Airbus commercial aircraft galleys, he increased sales, profitability, and market share, selling the business to Zodiac Aerospace in 2008.

As president and COO of Anacomp Inc., an international document management company, Bill reversed a long-term revenue decline through innovative packaging of life-cycle document management solutions. From 1999 to 2001, Bill doubled revenue as president of FP Mailing, a private equity-owned mailing equipment company that competes with Pitney Bowes. He achieved great success in vice president roles, for both the international division of AB Dick, overseeing international business development for Maytag Corp. He spent five years as director of manufacturing for Siemens Building Technologies, building an automated factory that won national awards for productivity, and then served as director of global marketing.

Bill currently serves as an independent director for AQST Space Systems and Hall Research. Previously, Bill served on the boards of the private equity owned companies he led, the Board of Governors for the Aerospace Industries Association (AIA), the dean's advisory boards of Missouri Southern University Plaster School of Business, the University of California Irvine Merage School of Business, the University of California San Diego Rady School of Management, and the 737 interiors council for Boeing Co. He earned an MBA from Harvard Business School and a bachelor's degree in electrical engineering from the University of New Mexico.


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. Don's global career included leading business units in Germany, France, Belgium and Asia, as well as the U.S.

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, Don has served on numerous non-profit boards and lectured at universities and conferences in Europe, Asia, and the U.S. He has provided content for diverse publications including The International New York Times, Wall Street Journal (Asia), The Arizona Republic, and The Tax Advisor.

Don is a CPA and holds a bachelor's degree from Arizona State University and an MBA from the W. P. Carey School of Business. He and his wife, Mallory, live in Tucson, Arizona and enjoy travel and outdoor activities such as hiking, backpacking, skiing and running.


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, Wes Sagawa retired as senior vice president of 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. He 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 the Darden School of Business at the University of Virginia in 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 emigrated from Germany to Arizona, 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, Bryan served as the deputy global vice chair of assurance and led this strategic and largest service line with over 77,000 professionals and $12 billion in global revenues.

In 2006 Bryan 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 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 graduated from Alma College with a bachelor's in business administration, earned a master’s in management degree from Northwestern University's Kellogg School of Management, and is a certified public accountant.


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 $27 billion 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 more than 23 years working at Intel Corp. in various roles both domestically and internationally. Notable among those roles was nearly eight years spent living and working in Tokyo, where he helped lead a ~$3 billion Japanese operation grow its business and revitalize its brand. At Intel, Kevin was responsible for leading a historic rebranding of the world’s most iconic brands and led global advertising and digital marketing efforts for several years, winning five Cannes Lions Awards for creative excellence.

Kevin earned his bachelor's degree and MBA 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.


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, with direct operating expense responsibility for a $500 million global shared services organization that supports all operational markets and lines of business. He also provides leadership oversight to the approximately 3,000 servicing colleagues. 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.

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 U.S. 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.

John is a licensed CPA and UK Chartered Accountant with a BA in economics from the University of Exeter, England. 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, the outdoors, and most importantly, is a fanatical skier.

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 mid-range firms to start-ups and obtaining venture capital. 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 Stevens

Craig Stevens
Professional interests: entrepreneurship, venture capital, executive management, new market establishment, marketing support, management consulting, staff augmentation
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Craig Stevens' 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. His experience is based in the areas of information systems, contact centers, business process and support functions, business development, and management consulting.

Craig is a member of the Bentley University Double Falcon Society, holding both an associate's degree in management and a bachelor's degree in information systems.


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 CEO of Lex Solutio for eight years. During his tenure, Lex Solutio was appointed to manage the data for litigation against Enron Corp. Lex Solutio was acquired by Encore Discovery Solutions in 2003.

After a hiatus, Taylor rejoined Encore Discovery Solutions as chief operating officer 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.

Taylor has maximized the value of technology to support the legal profession through his unique approach to eDiscovery, which provides the legal community with viable options to reduce their total legal technology spend; through his work, Kim was awarded a U.S. patent. He holds a W. P. Carey Executive MBA, a master of business operational excellence from Ohio State University, a bachelor's in liberal studies from ASU, and and a paralegal degree from Phoenix College.



Mary Temm

Mary Temm
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Mary F. Temm is CEO and president of Temm & Associates Inc. — a national health care consulting firm that provides creative solutions to help health organizations evolve, adapt, and transform. During her more than 30 years of experience, Mary has become a subject matter expert in managed care, as well as long-term services and supports (LTSS) programs. Her unique blend of operational, financial, regulatory, and leadership skills have cemented her reputation as a catalyst in the transformation of health care, with a proven ability to identify and solve challenges in ways that advance clients as market leaders while advancing the quality and impact of care and experiences delivered to patients by client organizations.

Mary holds a Doctor of Science in health services administration from the University of Alabama at Birmingham, a master’s in health services administration from ASU, and a bachelor's degree in accounting from Benedictine College. A Fellow of the American College of Healthcare Executives, the highly respected consultant is also board certified in health care management. Mary previously served as CEO of various Medicaid health plans, including the nation’s first Medicaid managed long-term care programs.

Originally, from St. Louis, Mary is still a diehard Cardinals fan. She enjoys exploring new ideas that challenge the status quo, focusing on innovations and possibilities that add depth and relevance to her vast industry knowledge and expertise. She also enjoys hiking, traveling, watching both Broadway musicals and college football, and sharing her appreciation for fine wine with family and friends.


Anna Thomasson

Anna Thomasson
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Anna Thomasson has more than 30 years of experience driving functional excellence through talent development, process, and technology. She is known for leading effective change for businesses via strategic improvements to culture, employee performance and engagement, and succession management, all of which serve her well in her role at Willis Towers Watson — a leading global consulting organization engaging 40,000 employees and serving more than 140 countries.

In addition to being a consultant, Anna has held numerous leadership roles, including a stint as managing partner through which she grew some of the firm’s largest client relationships with prominent global brands. She has served as an advisor to seven startups, including her own pet products company.

Anna holds an MBA from the University of Wisconsin and a bachelor's in psychology from the University of Oregon. 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 for raising and training guide dogs for the blind.


Terri Tierney Clark

Terri Tierney Clark
Professional interests: fundraising; advancing diversity; leadership; and presentations to corporations, universities, and business groups
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During her tenure as a managing director at Merrill Lynch & Co., Terri Tierney Clark developed and managed the real estate private equity placement business into the largest of its kind, developed the Merrill Lynch Latin American equity placement business, and was among the founders of its private equity institutional fundraising business. Her responsibilities included 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. Additional responsibilities included securing equity commitments from United States, European, Middle Eastern, Latin American, and Asian investors.

More recently, Terri founded Summit Leadership Advisors to help companies create cultural change that retains, attracts, and advances women and diversity professionals within corporate executive ranks. An adviser to Goldman Sachs, Credit Suisse, Sallie Mae, Silicon Valley Bank, and Association for Talent Development on leadership and diversity issues, she often shares her expertise through keynote talks and presentations to corporations, universities, and business groups.

Terri is the author of a No. 1 Amazon bestseller, Learn, Work, and Lead: Things your mentor won't tell you, as well as articles published by Forbes, Newsweek, and Business Insider, among others. The married mother of three is a graduate of Smith College and holds an MBA from the Tuck School at Dartmouth College.


Richard Tompeck

Richard Tompeck
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Beginning a career in corporate marketing provided Richard Tompeck with a foundation of experience that fueled rapid professional advancement, and ultimately supported his transition to entrepreneurship. He started out in refined copper sales at Phelps Dodge and quickly climbed to the rank of assistant manager, before being recruited by and joining Pennzoil Company as national copper sales manager. Richard’s responsibilities at the time included managing the sale of refined copper to major manufacturers, negotiating the processing and sale of precious metals, and handling a range of administrative functions.

A significant downturn in the mining industry led to new opportunities. After learning advanced strategies for worldwide trading via the Transworld Metals platform, Richard started Conversion Resources Inc. (CRI) with two founding partners. What began as a three-man operation in his spare bedroom grew into a second company — Warrenton Resources Inc. (WRI) — a combined workforce of 100 people in three states, and sales in excess of $500 million.

Richard holds a bachelor's in marketing from Seton Hall University and an MBA from Farleigh Dickenson University. After 22 years in the industry, and 12 years owning and managing CRI/WRI, he sold his companies and retired. He continues to pursue entrepreneurial opportunities and serves the community through education- and health-focused organizations. He and his wife of 41 years have three children. After their youngest moved away to college, they relocated to Arizona where they visited for the first time back in 1981.


Lynn Torrel

Lynn Torrel
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As senior vice president of global customer and supplier management at Avnet, Lynn Torrel is responsible for its global business arm Avnet United, 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, the organization’s vehicle for nontraditional supply chain solutions. In addition, Lynn is chartered with optimizing complex supplier strategies and business plans across Avnet, as well as 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, Lynn joined Avnet through its 2001 acquisition of EBV Elektronik (Munich), where she had served as manager of corporate accounts and logistics since 1998. Aetna has recognized her continued delivery of improved financial performance and enhanced customer relationships with several high-level promotions: 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.

Before joining Avnet, Lynn began her career in sales at Wyle Electronics. She holds an MBA from Arizona State University and 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 has in-depth experience and expertise in advanced engineered polymers and composites. As an equity partner with Research Polymers International in the 1980s, he 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. He went on to become vice president of commercial initiatives for Multibase U.S. in the 1990s. There he led technology development — through technology license agreement with Shell Chemical — for advanced material integration for automotive safety restraint systems — commonly known as air bags — resulting in growth that far surpassed company objectives and its strategic sale to Dow Corning in 2002.

In addition to leading global business entities at the highest levels, Edward has been a board member for companies serving supply chain requirements in diverse market sector such as automotive, medical, heavy vehicle and mining, mass transportation, and aerospace. In his 10 years as a CEO, his international involvement has included Canada, Malaysia, Philippines, China, South Korea, the UK, Central Europe, and most recently India.

As CEO and director of India-based multinational Sintex Industries, Edward led organic and acquisitive performance, doubling the size of the company in just five years before stepping down in Dec. 2016. He now serves as a strategic advisor to private equity, including M&A specific to advanced polymer technology and science. The Eastern Michigan University grad holds a bachelor's in economics and career-long membership to the Society of Plastics Engineers. He and his wife Joan currently reside in Phoenix.


Marius van Gijlswijk
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Marius van Gijlswijk founded and served as managing partner of DC&M Partners, an SAP/IT consulting and management firm specializing in SAP development, implementation, and consultancy and management services. Providing service in North America and Europe, the DC&M Partners customer base included Microsoft, Honeywell, T-Mobile, General Atomics, Dow Chemical, Fitch Ratings, Home Depot, and even SAP itself. The company was sold to Ameri Holdings in 2016, where Marius is a current advisory board member.

Before founding DC&M Partners, Marius was co-founder and COO/CFO of Silicon Valley internet startup Invesco Inc., a provider of J2EE Connector architecture application integration solutions. The startup was fully funded by venture capital firms like 3I and Novus Ventures, and sold in 2003.

Marius served in various global IT project leadership positions and has consulted extensively in distribution and logistics, foreign trade, system integration, and technical architecture for companies like Dow Chemical, Honeywell, Exxon/Mobil, McKesson, and General Mills. He has worked in countries such as Belgium, France, the U.S., Canada, and the Netherlands, where he earned his master’s degree in applied mathematics and computer science from Technical University Eindhoven. His personal interest includes sailing, diving, hiking, and traveling the globe.


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, a national management and leadership-consulting firm. She recently retired from her role as Mayo Clinic vice president and Chief Administrative Officer (CAO), which involved coordinating overall institutional strategy and operations of a $9-billion, 60,000-employee health care system that treats over a million patients from around the world each year, through its sites in Arizona, Florida, Georgia, Iowa, Minnesota, and Wisconsin.

Shirley is recognized as a world-class leader, adept in combining leadership, communication, and financial skills to execute and provide oversight on enterprise-wide initiatives that enhance quality, safety, and services, while ensuring bottom line results. She has held a number of clinical and administrative leadership positions during 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 for Blue Care Network-Mid-Michigan, and emergency services manager for a health care system in Lansing, Mich.

Beyond her career achievements and accolades, Shirley has a broad academic and teaching background. In addition to being an Emeritus Professor in the Mayo Clinic College of Medicine, she has taught health care leadership at the University of Minnesota, Michigan State University, the University of Wisconsin-LaCrosse, Lansing Community College, and the Michigan Hospital Association. She recently received an honorary Doctor of Science degree from Michigan State University, from which she is a magna cum laude nursing graduate and distinguished alumna.


Carole West

Carole West
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 West serves more than 3,500 employees across multiple facilities as the senior 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 million 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 led the human resource strategy team for Walmart Stores, including change management and project implementation supporting more than 3,700 facilities and 350 HR professionals. 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 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. Her vision and ability to nurture relationships has led to a long-term solutions and success.

Carole holds a MBA with a concentration of human resource management and a bachelor's degree in accounting. She enjoys spending time investing in the development of others, traveling with her family especially to warm and sunny places, and loves listening to music.


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, as a mentor to the executive director of a local nonprofit organization, as CEO and founder of Southern California private investment banking firm Channel Islands Equities, and as a senior executive with Security Pacific Corp. He has more than 35 years of experience in corporate finance, mergers and 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 boards of, and overseen the daily activities of numerous private companies in industries such as construction, technology, global business services, food and agriculture, distribution, software, manufacturing, and capital equipment.

Steve enjoys advising and collaborating with owners and boards of private companies, in order to build enterprise value and to generate and realize exit options. He has taught at the MBA level, served on the foundation boards of multiple universities, and held leadership positions for professional associations, nonprofit organizations, and public advisory council. The retired U.S. Army reserve officer has always been interested in governance and service to others, values he now carries forward as an active participant in public, private, and nonprofit organizations.

Steve holds a bachelor's degree in economics from Claremont McKenna College and an MBA in finance from California Lutheran University, in addition to being a graduate of the Managerial Policy Institute at the University of Southern California. He and his wife Robin have two children and grandchildren.


Jack Zwingli

Jack Zwingli
Professional interests: strategy development and implementation, major negotiations, licensing, joint ventures, startups, and corporate direction
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Jack Zwingli is accomplished business leader with both corporate management and entrepreneurial experience, at the highest levels of diverse organizations worldwide. On the corporate side, Jack was the senior executive responsible for an extensive portfolio of diverse global business under the S&P institutional and retail investor division. He managed more than 1,300 people in offices around the globe, with business units providing investment research, analytical platforms, real-time data feeds, and S&P index services. He also held key management positions for Moody’s Investors Service and Dun & Bradstreet.

Jack spent the other half of his career as CEO of entrepreneurial firms The Vantra Group, Audit Integrity, and GMI Ratings — all of which were acquired and remain successful. Most recently, he established executive compensation data and analytics firm Incentive Lab as a groundbreaking service provider, based on market-leading data and advanced quantitative analytical tools — paving the way for its acquisition by corporate governance leader Institutional Shareholder Services (ISS).

A well-known thought leader on corporate governance, executive compensation, and accounting integrity, Jack currently teaches strategic management to students at ASU’s W. P. Carey School of Business. He holds a bachelor's in marketing from Indiana University and an MBA from Rutgers University. He enjoys spending time with his wife and daughter, playing golf, traveling, running, hiking, and biking.