2015 Speaker and Breakout Sessions

Access to Capital for the Mid-Market

What options are there for mid-market companies to access new capital?

Potential dimensions to be addressed:
  • Debt options: corporate loans, loan programs
  • Equity options: private investors, public markets
  • Leverage options: pre-pays, joint ventures

Paul Berkowitz - Shareholder, Greenberg Traurig

Paul Berkowitz

Paul Berkowitz is a Shareholder based in the Miami office of Greenberg Traurig, LLP, an international, full-service law firm with more than 1750 attorneys serving clients from 35 offices in the United States, Latin America, Europe, the Middle East and Asia. More than 35 years of experience in working with businesses, both domestically and internationally in a wide range of industries including serving as a senior executive with a NYSE listed company, gives Paul a unique outlook when advising clients facing the challenges of today’s economy. Paul’s background combines cross-border representation of clients in acquisition, disposition, debt, and equity financing transactions, including acting as an advisor to multi-national enterprises in rule 144A, initial public and high yield debt offerings.

His varied transactional experience includes serving as lead securities counsel in a high yield debt offering for a Mexican provider of fixed satellite services through a U.S. Chapter 11 bankruptcy proceeding, lead counsel in the United States public offering of the first company organized under the laws of the Federal Republic of Germany to be listed on the Nasdaq, representing a vitamin and consumer health products company in a $1.6 billion tender offer, and acting as company counsel for both seasoned and early stage issuers in both public and private financings.

  • Finalist, Daily Business Review, “Top Dealmaker of the Year – Corporate (International) Category,” 2012.
  • Member, team ranked as a top corporate law firm in Miami as selected by corporate directors, in the annual “Legal Industry Research Study” by Corporate Board Member magazine and FTI Consulting Inc. (10th year), 2002-2009, 2011-2012.
  • Paul received his undergraduate degree from the Wharton School and his law degree from the University of Pennsylvania School of Law.
  • Listed, The Best Lawyers in America, 2007Listed, Chambers USA Guide, 2006 and 2007
  • Listed, South Florida Business Journal, “Best of the Bar,” April 2003
  • Rated, AV® Preeminent™ 5.0 out of 5

Marshall Kiev - Director, Cohen Private Ventures

MarshalMarshall Kiev is a Director of Cohen Private Ventures. CPV is the firm that manages the private equity and opportunistic investment activities for Steven A. Cohen. Prior to his position with CPV, Mr. Kiev was Chief of Staff for Mr. Cohen at S.A.C. Capital Advisors, L.P.

Prior to joining S.A.C., Mr. Kiev was President of Alternative Investments at Family Management Corporation, a multi-family office, where he oversaw a portfolio of investments in hedge funds and private equity funds. Previously, Mr. Kiev was a Partner at Main Street Resources, a private equity firm.

He began his career at Family Management Corporation where he held a variety of roles over more than a decade.

Mr. Kiev received his master of business administration degree from the Stern School of Business at New York University and his bachelor of arts degree also from New York University. Mr. Kiev is an active member of World Presidents Organization and is a former member of Young Presidents Organization. He and his wife have three children and are involved in a number of charitable organizations.

Jeffrey M. Zolman - Vice President, RFE Investment Partners

Jeff ZolmanJeff has been actively involved in private equity since 2008 when he joined H.I.G. Capital.  Prior to that position, he worked at Wachovia Capital Markets in their leveraged finance group.  Jeff joined RFE as a Vice President in February 2014.  He is a graduate of Wofford College, where he received a Bachelor of Arts, magna cum laude, degree in Finance with a minor in Economics and The Wharton School, University of Pennsylvania, where he received a Master of Business Administration degree.


Corporate Social Impact: Making Your CSR Efforts Count

How can mid-market companies develop Corporate Social Impact programs that make a real difference?

Potential dimensions to be addressed:

  • CEO Connection / Wharton Social Impact Initiative Student Consulting Program
  • Combining innovation and scale in your CSI program
  • Integrating social impact into your business strategy
  • Measuring the impact of CSI activities
  • How effective CSI strategies affect your brand
  • How to engage employees in a CSI strategy

Scott Jackson - President & CEO, Global Impact

Scott JacksonScott Jackson is the President and Chief Executive Officer of Global Impact. A global development, fundraising and marketing veteran with more than 20 years of experience, Mr. Jackson provides leadership, direction and oversight for all aspects of the organization, which has raised $1.7 billion since inception to help the world’s most vulnerable people. Previously, Mr. Jackson served as Vice President for External Relations at PATH, as Senior Vice President of World Vision US, and as President of APCO Seattle. He sits on boards and advisory councils of several nonprofits. Mr. Jackson received an MBA from the University of Edinburgh. He also holds a Bachelor’s degree and an honorary Doctorate from the University of Puget Sound.

Katherine Klein - Vice-Dean, Wharton Social Impact Initiative

Katherine KleinKatherine Klein is the Vice Dean, Wharton Social Impact Initiative, and the Edward H. Bowman Professor of Management at the Wharton School at the University of Pennsylvania. As the Vice Dean for Social Impact, Klein shapes Wharton’s vision and strategy for social impact partnerships, initiatives and faculty engagement at Wharton.

An award-winning organizational psychologist, Katherine has conducted extensive field research regarding a range of topics including leadership and team effectiveness; organizational change and technology implementation; employee diversity; and employee responses to stock ownership.

Her research has been published in numerous top journals including Administrative Science Quarterly, Journal of Applied Psychology, the Academy of Management Journal, and the Academy of Management Review. Katherine is a Fellow of the Academy of Management, the Society for Industrial and Organizational Psychology, the American Psychological Association, and the Association for Psychological Science. She received her B.A. from Yale University and her Ph.D. from the University of Texas at Austin.

Klein’s current research focuses on leadership succession and organizational effectiveness. She also has deep expertise regarding Rwanda’s reconciliation and reconstruction following the 1994 genocide. Klein teaches a popular course – “Conflict, Leadership, and Change: Lessons from Rwanda” – that brings Wharton MBA students to Rwanda to learn from its transformation in the 20 years since the genocide.

Jostein Solheim - CEO, Ben & Jerry’s Homemade Inc.

Jostein Solheim now in his fifth year as Chief Executive Officer at Ben & Jerry’s Homemade Inc. is not your average CEO. Solheim continues to champion the iconic ice cream maker as it navigates its next chapter in business history. The vision, according to Solheim, is that Ben & Jerry’s must continue to aspire to be a social justice company that just happens to make ice cream.

The native of Norway challenges the roughly 500 Vermont employees to practice the company’s belief to “love its fans more than they love Ben & Jerry’s,” both with new and innovative flavors and in creative ways to continue to give back to the community. In addition Solheim and his team work with Unilever, its parent company, to partner in 35 countries around the world to bring Ben & Jerry’s message of peace, love and ice cream to the masses.

Unilever is where Jostein has amassed two decades of business experience. The juxtaposition perfectly positions Solheim with a foot in each camp to be able to meet and exceed the expectations of both Unilever – responsible for manufacturing, distribution and finance, and Ben & Jerry’s independent Board of Directors who oversee the company’s Social Mission, quality and brand equity.

Jostein is proud to have the support of Ben & Jerry’s cofounders – Jerry Greenfield and Ben Cohen – especially as he continues the company’s focus on Social Mission projects such as values led sourcing, supporting Fairtrade, non-GMO labeling, being established as the first wholly-owned certified b-corporation and other progressive endeavors. The CEO and the ice cream namesakes recently marched for climate justice awareness in New York City along with 10 busloads of Vermont coworkers, friends and allies of the environment.


Cyber Security for the Mid-Market

How can Mid-Market Companies secure their infrastructure and protect their data?

Potential dimensions to be addressed:

  • Identify and create opportunities for both individual mid-market companies and the mid-market at large to increase corporate cyber security
  • Financial, legal and technical implications of the connected workplace
  • Protecting the company’s critical infrastructure from cyber threats
  • Shaping a cyber-savvy workforce and moving beyond passwords
  • Public-private collaboration

Philip L. Gordon - Shareholder, Littler Mendelson, P.C.

Philip L. Gordon is a shareholder in the Denver office of Littler Mendelson, P.C., the nation’s largest law firm representing only management in employment and labor law matters. He is the Chairman of the Firm’s Privacy and Data Protection Practice Group. Mr. Gordon regularly counsels clients on the full range of workplace privacy and data protection issues, including background checks; monitoring employees’ electronic communications and social media activity; regulating new technologies in the workplace; compliance with HIPAA and other federal, state and international data protection laws; and security incident preparedness and response.

Mr. Gordon sits on the Advisory Board of BNA’s Privacy and Security Law Report and has served on the Editorial Board and Educational Advisory Board of the International Association of Privacy Professionals. He is a graduate of Princeton University and New York University School of Law.

Michael McGuire - Shareholder and Chief Information Security Officer, Littler Mendelson

Michael McGuireMichael is a Shareholder and Chief Information Security Officer for Littler Mendelson, P.C. He is a frequent lecturer on issues involving technology and law, including security, privacy, information management, and eDiscovery.

Michael has also been an adjunct professor on Internet Law at William Mitchell College of Law in Saint Paul, MN.

Prior to joining Littler, Michael was the Managing Director, Legal Operations for the mortgage division of GMAC. While at GMAC, he lead the development of a cross-functional team insourced nearly all of their eDiscovery processes.

He received his J.D from the University of Minnesota Law School, 1992, magna cum laude and his B.S. from the University of Illinois at Urbana-Champaign, 1989, magna cum laude.

Ron Plesco - Partner, National Lead, Cyber Investigations, Intelligence & Analytics, KPMG

Ron PlescoRon is an internationally known information security and privacy attorney with 18 years’ experience in cyber investigations, information assurance, privacy, identity management, computer crime and emerging cyber threats and technology solutions. Ron is a Principal and the National Lead of the KPMG Cyber, Digital Response practice. Ron joined KPMG in 2012 after a distinguished career in the private and public sectors and is a frequent speaker nationally. Prior to joining KPMG, Ron was the CEO of the National Cyber Forensics and Training Alliance (NCFTA), where he managed the development of intelligence that led to over 400 worldwide cyber crime arrests in four years and prevented over $2 billion in fraud. Notable NCFTA intelligence-led arrests include Ghost Click, Anonymous, Coreflood and multiple online frauds.

Ehab Sheira - CISO, CoreLogic

Ehab SheiraMr. Sheira brings over 18 years of strategic, operational and management experience to drive mission critical security and privacy issues in the enterprise. With a broad base background in financial, nuclear, and healthcare industries, Mr. Sheira delivers best practice paradigms around security, risk, governance and compliance.

Within his role as a leader in several global organizations, he lead security teams and drove implementation of programs, systems and risk management for companies such as CoreLogic, Banc of California, Toyota Financial Services and Ameriquest.

Mr. Sheira obtained his Masters in Electrical Engineering from California State University and attained his undergraduate degree in Physics. He is a Certified Information Systems Security Professional (CISSP) and a Certified Information Privacy Professional (CIPP).


Education to Create Tomorrow’s Workforce

How can the education system evolve to create the right workforce?

Potential dimensions to be addressed:

  • CEO Connection Mid-Market Internship Program to connect college students with mid-market companies.
  • The mid-market as “customers” of higher education
  • MOOC’s and education access
  • Government policy and the financing of higher education
  • Worker training/retraining for emerging industries
  • Proactive corporate involvement in the evolution of education

Barbara Hewitt - Senior Associate Director, Career Services, University of Pennsylvania

Barbara_Hewitt

Barbara joined the Career Services office at the University of Pennsylvania in 1998 as a career counselor working with students in the College of Arts and Sciences. In 2000, she was promoted to the position of Senior Associate Director working with Wharton undergraduate students and alumni. Barbara enjoys helping current undergraduate students explore career paths and pursue internship and post-graduate jobs, as well as her work with alumni seeking new opportunities. In addition to working with students, she also supervises the on-campus recruiting program at Penn. Prior to joining the Penn Career Services team, Barbara worked for two years in career services at the College of Wooster and for five years in career services at Dickinson College. She holds a Bachelor of Arts in Psychology and Spanish from Dickinson College, an MS in Counseling from Shippensburg University, and an Ed.D. in Higher Education Management from the University of Pennsylvania.

Dr. Michael Johanek - Senior Fellow, Graduate School of Education (GSE), University of Pennsylvania

Michael_Johanek

Dr. Johanek is a Senior Fellow at the Graduate School of Education (GSE), University of Pennsylvania, where he is also Director of the Mid-Career Doctoral Program in Educational Leadership; Co-Director of the Inter-American Educational Leadership Network; founding Director of the Penn Educational Leadership Simulations (PELS) Program; and affiliated faculty for the International Educational Development Program, and Education, Culture and Society Division. He teaches as Profesor Invitado Internacional at the Pontificia Universidad Católica de Chile.

Before coming to Penn in the spring of 2007, he served as Vice President of Professional Services for Teachscape, a for-profit blended technology services company, where he managed all service engagements nationally. He is the former Executive Director for K-12 Professional Development, The College Board, where he managed programs supporting over 500,000 middle and high school teachers, college faculty, coordinators, and administrators, including those involved in the Advanced Placement Program. He founded, developed, and managed a program development and operations department with responsibilities including new product development, in-person training, web services, electronic and print publications, regional office operational support, marketing and research. A former high school teacher in Cleveland, New York, and Lima, Peru, he taught in and managed the Fellows in Teaching Program and Urban Fellow Program at Teachers College, Columbia University prior to joining the College Board.

Dr. Johanek currently serves on the Advisory Group for the Inter-American Teacher Education Network (AGITEN), Organization of American States, and on the Advisory Council of the Penn Center for Educational Leadership; he previously served on the board of Research for Action, a non-profit organization engaged in education research and evaluation. Prior to serving as a reviewer for the U.S. Department of Education in the 2010 and 2012 Race to the Top competitions, he served on the department’s Working Group for Postsecondary Linkage Efforts to Improve College Readiness and on the independent Annenberg Commission on Public Schools for their Institutions of Democracy Project. He served as co-PI and advisor in several National Science Foundation-funded professional development research projects, on the National Education Advisory Board for the French & Indian War 250th Anniversary Commemoration, and on the Organization of American Historians-Advanced Placement Joint Advisory Board on Teaching the U.S. History Survey. He served on the Alumni Council at Teachers College, Columbia University, and on the Board of Trustees of The Concord Review. He has recently served as a peer reviewer for AERA, UCEA, Educational Researcher, Theory and Research in Education, Journal of School Leadership, the History of Education Society, and the Fondo de Investigaciones Educativas (PREAL). He has occasionally taught at New York University’s Steinhardt School of Education and consulted for school districts.

Jon Whitmore - Former CEO, ACT

Jon Whitmore assumed the role of Chief Executive Officer of ACT on September 1, 2010. ACT’s services include a broad range of assessments encompassing all levels of the educational continuum and a growing array of assessment systems supportive of economic and workforce development worldwide. Currently engaged in an extensive developmental agenda that is expanding its work in the U.S. and extending its mission abroad, ACT serves millions of people in high schools, colleges, professional associations, businesses, and government agencies.

Before joining ACT, Whitmore served as the 27th president of San José State University from August 2008 to August 2010. With an enrollment of over 30,000 students, San José State is Silicon Valley’s largest university and has delivered quality higher education to the Bay Area for more than 150 years. Prior to that, he served for five years as president of Texas Tech University, where he led successful initiatives to increase academic excellence, raise student retention and graduation rates, and expand the numbers of minority students and faculty at the campus. He served as provost and professor of theatre arts at the University of Iowa, from 1996 until 2003. That position followed six years as dean of the College of Fine Arts at the University of Texas at Austin.Whitmore earned his B.A. and M.A. in Speech from Washington State University in 1967 and 1968, respectively. In 1974 he earned the Ph.D. in Dramatic Arts from the University of California, Santa Barbara. His doctoral dissertation focused on the dramatic writings of William Saroyan.


Healthcare and the Mid-Market

How can we keep our people healthy without breaking the bank?

Potential dimensions to be addressed:

  • Creation of CEO Connection Mid-Market Captive Insurance Program.
  • The ACA and mid-market companies’ benefit strategies
  • Spousal coverage
  • Preventative care initiatives
  • Wellness programs/Promoting work-life balance

Leah Binder - President & CEO, The Leapfrog Group

Leah Binder is President & CEO of The Leapfrog Group, a national nonprofit based in Washington, DC, representing employers and other purchasers of health care calling for improved safety and quality in hospitals. She is a regular contributor to Forbes.com, the Huffington Post, and the Wall Street Journal expert forum. She was named on Becker’s list of the 50 most powerful people in healthcare in 2014, and cited by Modern Healthcare among the 100 most influential people and top 25 women in healthcare.

Under her leadership, The Leapfrog Group launched the Hospital Safety Score, which assigns letter grades assessing the safety of general hospitals across the country. She has also fostered groundbreaking innovations in the annual Leapfrog Hospital Survey, including partnerships to eliminate early elective deliveries, central line-associated bloodstream infections and safe use of health technology.

She has served on numerous national boards and councils, including the Institute of Medicine Collaboration on Patient Engagement, the Health Care Financial Management Association Leadership Advisory Committee, PCORI Health Systems Advisory Panel, AARP’s Champions for Nursing Strategic Advisory Council, the National Priorities Partnership Board.

Prior to her position at The Leapfrog Group, Ms. Binder spent eight years as vice president at Franklin Community Health Network, an award-winning rural hospital network in Farmington, Maine. She previously worked as a senior policy advisor for the Office of Mayor Rudolph Giuliani in New York City and started her career at the National League for Nursing, where she handled policy and communications for more than 6 years.

Ms. Binder has a bachelor’s degree from Brandeis University and two master’s degrees from the University of Pennsylvania, one from the Annenberg School of Communication and the other from the Fels Institute of Government. She lives in Maryland with her husband, Sam, and two children, Henry, 17, and Fanya, 8.

Chris Calvert - SVP, Sibson Consulting

Chris Calvert is a Senior Vice President and Sibson’s Health Practice Leader. Chris has been with the firm for 15 years, during which time he has led complex assignments for numerous companies in all aspects of health and welfare benefits, including assisting multiple mid-size companies in designing their health strategies in order to manage through the Affordable Care Act and other industry changes. He develops staff and intellectual capital so that the health practice sustains year-over-year growth. Prior to Sibson, Chris worked for a major Pharmacy Benefits Manager, one of the nation’s largest health insurers, and a world-class Academic Medical Center. Chris has a BS in Economic from Cornell University, and an MBA from Baruch College/Mount Sinai Medical Center.


Innovation, the Mid-Market Key to Success

How can mid-market companies best manage at the intersection of innovation and scale?

Potential dimensions to be addressed:

  • Expansion of CEO Connection Mid-Market Angel Investor Network
  • Mid-market venture capital
  • Revolutionary innovation
  • Evolutionary innovation
  • Scaling innovation without choking it off.

Michael Poisel - Director, PCI Ventures, Penn Center for Innovation, University of Pennsylvania

Since joining the University of Pennsylvania in 2009, Michael has been building entrepreneurial programs for the university. He currently manages PCI Ventures, which includes UPstart, AppitUP, and UPadvisors.

The mission of UPSTART is to provide Penn faculty and staff with the means and support to launch businesses based on their promising research. Through the creation of the companies, UPSTART focuses the faculty member on applied research and building the commercial value of the technology to their benefit as well as the university and society in general. After the company is formed, UPSTART continues to assist in the development of the business by providing several additional entrepreneurial services including Addressable Market Analysis, Product Strategy Development, Fund Raising Assistance, Commercialization Grant Preparation and Management Team Recruitment.

In the past four years, UPSTART has initiated over 100 company projects of which many are now operating businesses.

Prior to Penn, Michael made investments in enterprise software and business services for NewSpring Capital, Apax Partners and GE Capital spanning more than ten years in private equity. He began his career in manufacturing operations for General Electric/Lockheed Martin and participated in the successful completion of several commercial and government satellite programs.

Michael graduated with honors in Mechanical Engineering from Rose-Hulman Institute of Technology, holds an M.S. in Systems Engineering from The Moore School of Engineering of the University of Pennsylvania, and has an M.B.A. in finance and entrepreneurial management from The Wharton School of Business of the University of Pennsylvania.

Dr. Paul Salvini - CEO, Accelerator Centre

Paul SalviniDr. Paul Salvini is an experienced senior executive and entrepreneur with a passion for helping organizations implement successful innovation strategies. He is Chief Executive Officer of the Accelerator Centre, a world renowned facility dedicated to developing technology and science-based businesses. He also holds appointments as Associate Vice President of Research Commercialization at the University of Waterloo and Adjunct Professor of Computer Science at the University of Toronto.

Paul is an active member of the community serving on the board of the local museum (THEMUSEUM) and performing arts centre (Centre In The Square). He is a member of the Barnraisers’ Council and is President of the University of Waterloo’s Alumni Council — representing over 180,000 alumni around the world.

Paul’s background is in the visual effects and cinema industry and he has held previous positions as Chief Technology Officer at both Christie Digital in Kitchener and Side Effects Software. He holds a BMath in Computer Science from the University of Waterloo, MASc and PhD degrees in engineering from the University of Toronto, and an MBA from the Rotman School of Management at the University of Toronto.

In 2007, Dr. Salvini was named one of Canada’s Top 40 Under 40™, a national award that honors individuals for outstanding achievements in innovation, leadership, vision, and community involvement.

Ron Totaro - General Manager, Global Financial Services, Pitney Bowes Inc.

Ron is recognized by industry leaders, analysts and investors for creating scalable, sustainable and rapid P&L growth and shareholder value. He has led $3 Billion in global P&Ls in cloud-enabled businesses including financial services, payments, data & analytics, ecommerce and transaction platforms focusing on building value propositions for a diverse set of B2C, SMB and enterprise customers. He consistently achieves market-beating results for both public and private-equity backed companies.

He leads business transformations and unlocks value by instituting functional best practices to optimize the core business, architecting strategies and frameworks to pursue new addressable markets, defining new business and financial models, and building global teams and capabilities to execute and deliver P&L growth.

Ron joined Pitney Bowes in 2013 as General Manager, Global Financial Services. Ron leads a team that is responsible for the strategic planning execution and P&L of the global payments and leasing businesses.

Prior, Ron served as Chief Executive Officer and Board of Director of Partsearch Technologies, the leading ecommerce and data platform providing customer search access to consumer electronics and appliance parts. Ron repositioned the company strategy and grew Partstore.com into a leading B2C ecommerce platform when the company was sold to a strategic buyer.

Prior, Ron was Chief Operating Officer at ACI Worldwide, the leader in payments software and SaaS solutions for financial institutions, and led the $450 Million company P&L and 2000 employees for all operating units. Ron accelerated revenue growth, improved margins and increased EBITDA while the stock outperformed the market by 50%.

As the General Manager of Global Scoring Solutions at Fair Isaac, the leader in data & analytic risk management solutions, Ron revitalized revenue growth and led the largest company P&L that includes the industry-leading FICO credit score. Ron led a 54% increase in revenues that propelled the stock to an all-time high.

Ron also served in leadership roles at American Express, GE Capital, Accenture and America Online, where he led global strategy development, M&A/due diligence and operations for numerous payments, lending, digital media and information services businesses. Ron holds an MBA from the Ross School of Business at the University of Michigan and a B.S. in Business Administration from SUNY Albany where he graduated Magna Cum Laude.


Job Creation and the Mid-Market

How can government and mid-market work together to create sustainable jobs?

Potential dimensions to be addressed:

  • CEO Connection Connecting Veterans to Success Program
  • Giving workers from old jobs new skills
  • The impact of technology on labor demand
  • Rebuilding trust between employers and the workforce

Van Freeman - Senior Advisor to the National Director, U.S. Department of Commerce, Minority Business Development Agency

Van FreemanIn 2013, President Obama appointed Van Freeman to serve as a Deputy Director in the Office of the Secretary at U.S. Department of Commerce, before transitioning in to his new role with the Minority Business Development Agency (MBDA). Currently, he serves as the Senior Advisor to the National Director at MBDA, where he assists senior management with Agency operation; handle issues regarding access to capital, access to markets, and innovation through the 44 business centers across the country; along with managing strategic partnerships and spearheading Congressional and local outreach.

Van started his career as a Manufacturing Engineer for General Motors (GM) in Spring Hill, TN, eventually being promoted to Production Supervisor at GM’s parts distribution center in Pontiac, MI. Pushing himself in another direction, Van left GM to join UBS Investment Bank in London, UK, as a Business Analyst in the Office of the Global General Counsel. He subsequently joined the President Obama’s Campaign in Cleveland, OH, for the 2008 and 2012 election cycles.

Van holds a Bachelor’s of Science in Mathematics from Morehouse College in Atlanta, GA, and Juris Doctorate from Southern University Law Center in Baton Rouge, LA. He currently resides in Washington, DC.

Chris Marvin - Principal, Marvin Strategies

Chris_MarvinChris Marvin is the principal for Marvin Strategies, a consulting practice focused on veteran-related strategy and communication. He specializes in developing veteran narratives for corporate communications, film and television productions, and veteran-facing programs. Previously, as the founder of Got Your 6, Chris advocated for accurate portrayals of veterans in the entertainment industry and popular media. He served for seven years as a US Army officer and Black Hawk helicopter pilot and is a veteran of the war in Afghanistan. Chris has been a frequent contributor to MSNBC, The Wall Street Journal, The Washington Post, National Public Radio, and The Huffington Post. He has held fellowship or advisory roles for the Presidio Institute, the Clinton Global Initiative, Truman National Security Project, the Bipartisan Policy Center, Habitat for Humanity International, Points of Light, and the 100,000 Homes Campaign. He holds a bachelors degree from the University of Notre Dame and an MBA from the Wharton School of the University of Pennsylvania.

Jon Whitmore - Former CEO, ACT

Jon Whitmore assumed the role of Chief Executive Officer of ACT on September 1, 2010. ACT’s services include a broad range of assessments encompassing all levels of the educational continuum and a growing array of assessment systems supportive of economic and workforce development worldwide. Currently engaged in an extensive developmental agenda that is expanding its work in the U.S. and extending its mission abroad, ACT serves millions of people in high schools, colleges, professional associations, businesses, and government agencies.

Before joining ACT, Whitmore served as the 27th president of San José State University from August 2008 to August 2010. With an enrollment of over 30,000 students, San José State is Silicon Valley’s largest university and has delivered quality higher education to the Bay Area for more than 150 years. Prior to that, he served for five years as president of Texas Tech University, where he led successful initiatives to increase academic excellence, raise student retention and graduation rates, and expand the numbers of minority students and faculty at the campus. He served as provost and professor of theatre arts at the University of Iowa, from 1996 until 2003. That position followed six years as dean of the College of Fine Arts at the University of Texas at Austin.Whitmore earned his B.A. and M.A. in Speech from Washington State University in 1967 and 1968, respectively. In 1974 he earned the Ph.D. in Dramatic Arts from the University of California, Santa Barbara. His doctoral dissertation focused on the dramatic writings of William Saroyan.



Opening the Door to Emerging Markets

How can the government work with the mid-market to improve access to emerging markets?

Potential dimensions to be addressed:

  • Update on CEO Connection turn-key emerging markets program
  • Knowledge-sharing for greater efficiency in accessing emerging markets
  • Opportunities for governmental involvement to enhance access
  • Alternate channels and access strategies

Udi Chattopadhyay - COO, Four Rivers (an Ergo company)

Michael McGuireUdi Chattopadhyay is Chief Operating Officer of Four Rivers, an investment firm launched by Ergo in 2013 focused on South East Asia.

He oversees business operations on a day-to-day basis, including legal, human resources, marketing, capital raising, and social and corporate governance. Prior to his current role, he was Head of Business Development for Ergo, the leading emerging markets focused business intelligence and advisory firm.

Udi has extensive experience across emerging markets, having worked in Africa, the Indian subcontinent, China and South East Asia on market entry strategy, salesforce effectiveness, due diligence, talent management, public-private partnerships and government lobbying.

His previous experience includes strategy consulting at McKinsey & Company and KPMG, where his clients covered a range of industries including telecom, media, pharmaceuticals, consumer goods and government. He has worked closely with local and federal government and with global organizations while leading business development initiatives at the American Museum of Natural History and the Times Square Alliance. Udi serves on the Advisory Board of Oxford Valuation Partners, a leading provider of independent advisory and valuation services across the US and globally.

Udi has a BA in Economics from Cambridge University, and an MBA from the Wharton School of Business at the University of Pennsylvania where he was a Thouron Fellow. He is fluent in Bengali and Hindi.

William Haddad - Partner, Cooley LLP

Bill is a leading capital markets and M&A practitioner in New York. He has worked on a full range of securities offerings, and transactions, with a particular focus on international listings, and mergers and acquisitions in the United States, China, Europe, Australia, Eastern Europe, Israel and Ireland.Generally, Bill represents numerous privately held and publicly traded companies, investment banks, financial institutions and private equity sponsors and venture capital firms, with a strong emphasis on global companies. On their behalf, he provides representation in general corporate matters, corporate finance and acquisitions.Additionally, his corporate finance practice includes extensive experience with both private and public offerings. He has been involved in more than 100 capital markets transactions, providing a unique familiarity and strength in the area of initial and follow-on public offerings, special purpose acquisition companies, shelf-takedowns, registered directs, PIPEs, at-the- market offerings (ATMs), mergers of public and private companies, going-private transactions, private equity and venture capital formation and investments, 144A debt offerings of public and private companies and rights offerings.

Prior to practicing law, Bill worked for Moody’s Investor Services, the United States Bankruptcy Court and as a certified public accountant for Ernst & Young LLP.

Jose A. Llontop - President & CEO, Giant Cement Holding Inc.

Jose_LlontopJose A. Llontop is currently the President and CEO of Giant Cement Holding Inc. (GCHI) a $250 million/yr. in sales and 600 employees Cement Company with headquarters in Alexandria, VA. GCHI assets include three cement plants located in South Carolina, Pennsylvania and Maine, and four hazardous waste fuel-recycling facilities.

He is a Peruvian-American Executive with extensive experience in turning around underperforming businesses primarily in the cement and building materials industry. Prior to joining GCHI, he occupied senior level positions at CEMEX, a Global Building Materials Company, most notably as the Regional President of a $1 billion/yr. in sales businesses in a Cluster of Countries in Central Eastern Europe, and as President of the Company’s Egyptian operations. Prior to that he worked 13 years for Ingersoll Rand Company‘s Air Compressor Division, primarily in the USA, and later as Managing Director for the company’s Mexican operations.

His efforts to brand cement while using sophisticated marketing tools to develop market insights and shape strategy in the cement industry, caught the attention of academia resulting on the publication of a Harvard Business case study (“CEMEX: Rewarding the Egyptian Retailers”, HBS, March 22, 2006)

He has lived in ten (10) countries and worked with people from different cultures and backgrounds. He has a BSME from the University of Virginia, an MBA from Rice University and trained in the General Manager Program at the Harvard Business School. He speaks English and Spanish fluently, and has a basic knowledge of Arabic, French and Portuguese.

Jose was a First Team Soccer All American in Junior College and studied Engineering at UVA on a full Soccer Scholarship. His passion for soccer continues to this day. He also likes to read and experience great food from different parts of the world.

He is married and has three daughters. He currently lives in Alexandria, VA.


Public Private Partnerships

How mid-market companies can make the most of public private partnerships.

Potential dimensions to be addressed:

  • Potential partners: local, state, national governments
  • Stakeholder benefits
  • Partnership structures

Van Freeman - Senior Advisor to the National Director, U.S. Department of Commerce, Minority Business Development Agency

Van FreemanIn 2013, President Obama appointed Van Freeman to serve as a Deputy Director in the Office of the Secretary at U.S. Department of Commerce, before transitioning in to his new role with the Minority Business Development Agency (MBDA). Currently, he serves as the Senior Advisor to the National Director at MBDA, where he assists senior management with Agency operation; handle issues regarding access to capital, access to markets, and innovation through the 44 business centers across the country; along with managing strategic partnerships and spearheading Congressional and local outreach.

Van started his career as a Manufacturing Engineer for General Motors (GM) in Spring Hill, TN, eventually being promoted to Production Supervisor at GM’s parts distribution center in Pontiac, MI. Pushing himself in another direction, Van left GM to join UBS Investment Bank in London, UK, as a Business Analyst in the Office of the Global General Counsel. He subsequently joined the President Obama’s Campaign in Cleveland, OH, for the 2008 and 2012 election cycles.

Van holds a Bachelor’s of Science in Mathematics from Morehouse College in Atlanta, GA, and Juris Doctorate from Southern University Law Center in Baton Rouge, LA. He currently resides in Washington, DC.

Alan Greenberger - Deputy Mayor for Economic Development and Director of Commerce, City of Philadelphia

Alan GreenbergerAlan Greenberger is the Deputy Mayor for Economic Development and Director of Commerce. He also serves as Chairman of the Philadelphia City Planning Commission. He has been with the City of Philadelphia since 2008. Prior to that, he was in private practice as an architect and planner with MGA Partners and its predecessor, Mitchell/Giurgola Architects.

In his dual role in city government, Mr. Greenberger oversees the integration of long-range strategic planning with implementation of both business and real estate development goals. Under his leadership, the City of Philadelphia has rewritten the Philadelphia Zoning Code and has initiated a five-year long comprehensive plan for the city, entitled Philadelphia 2035. Both initiatives are the first of their kind for the city in over 50 years and are the recipient of the American Planning Association’s National Award for City Planning in 2013. In addition, Mr. Greenberger’s office has launched multiple programs to attract and support a burgeoning entrepreneurial community, called StartUpPHL, and has been successful in attracting new, technology and venture capital firms to the City.

During his 34 years in private practice, he was the principal designer on award-winning architectural, urban design and planning projects. Among his notable projects are the Salvation Army Kroc Corps Community Center in Philadelphia, the renovation of Lehigh University’s historic Linderman Library, the Department of State’s National Foreign Affairs Training Center, and the Master Plan for the Centennial District in Philadelphia’s Fairmount Park.

He serves on the boards of numerous civic and cultural organizations in Philadelphia including the Association for Public Art, the Delaware River Waterfront Corporation, the Philadelphia Industrial Development Corporation and the Philadelphia Redevelopment Authority. He is also a co-founder of the Design Advocacy Group of Philadelphia, a 1000 member organization that is a model of design advocacy nationwide.

Alan Greenberger is a Fellow of the American Institute of Architects and is on the faculty of the Department of City and Regional Planning at the University of Pennsylvania.

Gordon F. Willcocks - Partner, McCarthy Tétrault LLP

Gordon_WillcocksGordon Willcocks is a partner in our Projects Group in Toronto and his practice focusses on complex infrastructure and development work representing both the public (government and institutional) and private sectors. Mr. Willcocks is particularly active in the areas of public-private partnerships, procurement and construction, and in the acquisition, joint venture and development of major commercial, institutional and residential projects.

Mr. Willcocks has advised the Ontario Government (Infrastructure Ontario) and the Federal Government (PPP Canada) on best procurement practices in public-private partnerships. In the course of implementing many PPP projects, procurement issues have arisen and Mr. Willcocks has led a team of lawyers in our Litigation Group who specialize in procurement disputes.

In 2016, Mr. Willcocks was selected as the Public Finance Lawyer of the Year in Toronto by Best Lawyers in Canada. Mr. Willcocks is consistently recognized for his expertise in leading legal directories including Chambers Global: The World’s Leading Lawyers for Business, The Best Lawyers in Canada, International Financial Law Review (IFLR) 1000, Martindale-Hubbell and the International Who’s Who Legal.

Mr. Willcocks is currently a board member and Secretary for the Canadian Council of Public-Private Partnerships (CCPPP).

 

Workshops

CEO’s Role in Talent Management

How CEOs should serve as chief people.

Potential dimensions to be addressed:
  • Acquiring new people
  • Developing people
  • Encouraging people
  • Planning people moves
  • Transitioning people into new roles

Daniel Fries - SVP, Managing Director, Sibson Consulting

Dan_Fries

Mr. Fries joined the New York office in 1988 and has held such leadership positions as Vice President, Senior Vice President, Co-Head of the New York office, Chief Operating Officer, Member of the Board, and Member of the Board’s Compensation and Audit Committees. He is currently Managing Director of Sibson Consulting.

Mr. Fries has expertise in a wide range of HR disciplines including leadership and performance management, Board governance, executive and broad-based pay with special expertise in the areas of benefit design.

Mr. Fries serves as the lead consultant to some of our larger sports industry clients including the NFL, NBA, NHL, and MLS, as well as many public and private corporations, including BMW. Mr. Fries was appointed to the first Board of Directors for the Muscular Dystrophy Association (MDA) Venture Philanthropy, a nonprofit group focused on discovering treatments for neuromuscular diseases and working towards the commercialization of those treatments. He has also been a member of the Board of Directors for MDA since 2007 and serves on the Finance, Compensation, Governance, and Investment Committees.

Before joining the Company, Mr. Fries worked as a senior consultant for a major insurance company and large global money management organization where he provided consulting services for pension, defined contribution and deferred compensation arrangements. Prior to this, he worked as a registered investment advisor for a private investment firm specializing in fixed-income investments for pension plans.

Mr. Fries has lectured on human resources, leadership, and governance issues in various business forums. He has been quoted in business publications and has taught classes for the American Management Association and other public associations as part of their credential programs. Mr. Fries has also taught at New York University (NYU) as an adjunct faculty member of their Leadership and Human Capital Management graduate certificate program.


Mid-Market Mergers and Acquisitions

A framework for managing mergers and acquisitions.

Potential dimensions to be addressed:
  • How mergers and acquisitions fit with strategy
  • Managing mergers and acquisitions at the operating level
  • Managing mergers and acquisitions at the organizational, personal levels

Leighton Carroll - CEO, Squan

Leighton_Carroll_100Leighton Carroll is currently the Chief Executive Officer of Squan Holdings, a private equity backed wireless infrastructure and engineering firm based in Englewood, NJ. Squan has undergone significant growth over the last three years and is transforming itself from a strong regional player into a leading national infrastructure service provider for wireless carriers, tower companies, cable/wireline businesses, and government entities.

Prior to joining Squan Leighton was the Executive Leader of AT&T Mobility’s Merger and Integration Team. He successfully led the acquisition and integrations of Allied Wireless (d.b.a. Alltel) and Leap Wireless (d.b.a. Cricket) for AT&T among others. In this role he also acted as President of the acquired companies until customer migration and technology transition was completed. Previously with AT&T he was acting President of Alltel in 17 states as those assets were acquired from Verizon. He led Alltel against Verizon during their iPhone launch, ultimately transitioning the business into AT&T while beating all revenue, sales, and customer retention goals.

Leighton was previously part of the executive turnaround team at AT&T for Mobility Customer Care. AT&T had been ranked last by JD Powers and other rating agencies. As part of the 5 member executive team, AT&T was able to move from last to first in customer experience, ultimately winning JD Powers twice over Verizon, Sprint, and T-Mobile.

Mr. Carroll previously served as the CEO of Wireless Maritime Services – a 51%/49% joint venture of AT&T and a private equity backed satellite company. He started as the 7th employee and grew the company from $3m in revenue to a $100m business with strong margins in 3 years. He further hired his successor, served as Chairman of the Board, and has seen WMS grow to a $150m business in the five years since his transition.

Leighton has extensive international business and information technology experience prior to leading WMS, having both led Cingular’s international wireless operations and having spent time in information technology consulting.

He is a graduate of Virginia Tech and has completed executive education at Harvard Business School, The Sloan School of Business at MIT, IMD, and the Wharton Business School. Mr. Carroll is a member of the Virginia Tech Order of the Gavel leadership honorary society.

Peter Reiter - Managing Director, RFE Investment Partners

R. Peter Reiter Jr. is a Managing Director of RFE Investment Partners, a private equity firm that is focused on investing in companies in the lower middle-market.

Mr. Reiter has more than 19 years of investment experience in the manufacturing, business service, and healthcare service industries. While at RFE, Mr. Reiter has sourced and led numerous platform acquisitions and is currently a director of Lectrus Corp., PCX Aerostructures, LLC, Squan Construction Services, LLC, Camino Modular Systems Inc., and iMedX Inc.

Prior to joining RFE, Mr. Reiter worked for KPMG Peat Marwick in its assurance practice.

Mr. Reiter is a graduate of Iona College, where he received a bachelor of business administration degree in accounting, and New York University, where he received a master of business administration degree.


Organizational Alignment

How Mid-Market CEO’s can align their team to increase the predictability of their business and reduce the variance between budgeted and actual results.

Potential dimensions to be addressed:
  • Aligning the team to the CEO’s vision
  • Use of Management Operating Systems to increase visibility into the business
  • Understanding behavior modification
  • How the Profit Driver Model can align resources
  • Why visibility and predictability are a direct link to alignment

Jeff Janisse - Managing Director & Partner, Carpedia International Ltd.

Jeff JanisseJeff Janisse is a business consultant and expert in the art and science of supply chain management. With a strong focus on client satisfaction, and by providing the methodology, skills and expertise needed for his clients to achieve results, he has earned a 98% referral rate from existing clients. From his beginnings as a graduate of the University of Western Ontario and throughout his 20 year career as a supply chain specialist, he has never wavered in his professional priorities: Integrity, Innovation and Results. Since November 2003 Jeff has been responsible for product development, project design and sales within Carpedia.

Selected Accomplishments:

  • Over the past 15 years, worked on over 40 projects with clients across North America & overseas.
  • Worked with a national department of defense to lay out their strategy for materiel movement and warehousing. Was responsible for Inventory Control for a multibillion dollar inventory holding.
  • Worked on S&OP and demand planning models for a large network of warehousing and distribution locations. Assisted in reducing warehousing costs by 15%.
  • Worked with a worldwide leader in the aerospace industry to reduce their fabrication and vendor parts ordering cycle time, cut their parts expediting costs by 20% helped improve their aircraft delivery times by 40%.
  • Worked with a leading F&B organization on Selling, General and Administrative processes and spend management. Worked extensively with the Marketing and Sales departments across all of their product lines to help streamline processes and reduce costs by over 5%, reducing their SG&A spend by over $2 million annually.
  • Developed and implemented a sales and marketing model with a large expedited services trucking firm to help identify customer buying criteria, identify profitable product and customer segments, track sales funnel management.
  • Worked with a large Ontario retailer on SKU life cycle management and replenishment, merchandising strategies and labour scheduling for a chain of over 400 retail locations.
  • Conducted a study for one of the world’s largest personal computer manufacturers and marketers on existing sales channels and their opportunity to modify the way that they utilize their value added service suppliers within the sales and supply chain.

Jeff holds a Bachelor of Science in Applied Mathematics and Statistical Methods and a Bachelor of Science in Actuarial Science from the University of Western Ontario.



Personal Branding

A BRAVE approach to personal branding (Behaviors, Relationships, Attitude, Values, Environment.)

Potential dimensions to be addressed:
  • Context and purpose
  • Strategy
  • Messaging and implementation including media choices

Evan McGowan-Watson - Co-Founder, BrandYourself

Evan McGowan-WatsonEvan McGowan-Watson is a co-founder at BrandYourself.com, the first DIY platform that makes it simple for anyone to take control of their own search results.

Evan is recognized as a leading expert in online reputation management, personal branding and Search Engine Optimization. In 2011, his company was named New York’s # 1 Emerging Technology Business, making his team the youngest company ever to win the $200K prize. He was recognized by the White House as one of the Empact 100 Top founders under 30, named Young Entrepreneur of the year by the SBA, and most recently, named to Inc Magazine’s top 35 under 35.

Evan has led BrandYourself to secure over $5 million in venture capital and grow to over 80 full time employees. BrandYourself has been featured on Fox News, ABC News, CBS News, HuffingtonPost, FastCompany, Mashable, TechCrunch, New York Post, WSJ, the NYTimes, PandoDaily, US News & World, and many others.


Protecting Your Corporate Trade Secrets

Actions you can take now to protect your trade secrets and mitigate your risks.

Potential dimensions to be addressed:
  • The ever-evolving risk environment
  • Core principles of trade secret protection and security
  • Specific actions you can take

Russell Beck - Founding Partner, Beck Reed Riden LLP

Russell BeckRussell Beck is a business and intellectual property litigator, nationally recognized for his trade secrets and noncompete experience.

Russell has twenty-five years of experience as a complex business and intellectual property litigator, representing corporate and individual clients throughout the country in federal and state trial and appellate courts, arbitrations, and mediations.

Russell is a leading authority on the law of trade secrets and noncompetes. In addition to his many years of experience advising on and litigating trade secrets and noncompete matters around the country, he authored the book, Negotiating, Drafting, and Enforcing Noncompetition Agreements and Related Restrictive Covenants (4th ed., MCLE, Inc. 2010) (covering Massachusetts noncompete law); authored the chapters Trade Secret Misappropriation and Noncompetition Agreements for Intellectual Property Practice (MCLE, Inc. 2004-2011) (covering trade secrets law nationally and Massachusetts noncompete law); drafted the current bill pending before the Massachusetts Legislature to modify Massachusetts noncompete law; founded and chaired Foley & Lardner LLP’s Trade Secret / Noncompete Practice; and created and teaches Trade Secrets and Restrictive Covenants at Boston University School of Law. (Boston University’s Intellectual Property program, of which Russell’s course is a part, has been ranked in the top 10 in the country by U.S. News and World Reports.)

Russell is also frequently called upon to advise clients concerning the prevention and minimization of litigation risks both in Massachusetts and nationally. Such services include the preparation of noncompetition agreements, nondisclosure agreements, no-raid agreements, nonsolicitation agreements, and other restrictive covenants; the performance of trade secret audits and establishment of comprehensive trade secret protection programs; trade secrets training; preparation of alternative dispute resolution agreements; and advice concerning the on-boarding and off-boarding of employees subject to restrictive covenants, joining a client from a competitor, or leaving a client to join a competitor.

In addition to his national trade secrets and noncompete litigation practice, Russell’s practice concentrates on complex business litigation, including high-tech matters, copyright infringement matters, trademark disputes, unfair competition claims, business-to-business matters, breach of contract claims, land use cases, and health care payor/provider disputes.

Charles P. Kelly - Special Agent, Counterintelligence Strategic Partnership Coordinator, FBI-Philadelphia Division

  • 28 years of law enforcement experience
  • Philadelphia Police Detective prior to entry into the FBI
  • 19 years as a  FBI Special Agent
  • Previous FBI assignments to the Violent Fugitive Task Force,  White Collar Crime, and Criminal Intelligence investigative squads. Currently assigned  to the Philadelphia FBI’s Global Counterintelligence Squad.



Social Media for the Mid-Market CEO

How can mid-market companies safely use social media to impact the bottom line?

Potential dimensions to be addressed:

  • The Social CEO: accessibility and authenticity
  • The role of social media in internal and external communications
  • Best practices for mid-market businesses with social conversations
  • Social media risk areas and mitigation strategies.

Doug Mooney - Director of Sales, Twitter

Doug MooneyDoug Mooney is Director of Sales at Twitter, where he partners with Fortune 1000 Finance and Technology clients. Prior to joining Twitter, he spent 4 years at Google leading Global Online Sales for YouTube, and partnering with Small to Medium Businesses as the Head of Commerce Sales for the Western region. Doug also spent 4 years at Apple where he worked with the Corporate Retail team to grow the chain from 2 stores to over 200 as both a Senior Merchandising Manager and Business Analyst.

Doug has an MBA from Harvard Business School where he graduated with highest honors, and a BA in Economics and Political Science from Stanford. He is @dougmooney on Twitter.


Tax Policy to Promote Growth

How should business taxation be reformed to promote growth for middle-market companies?

Potential dimensions to be addressed:
  • US tax rates as compared to those of other industrialized nations
  • “Fairness” in tax policy
  • Alternatives for raising revenues

Scott Vance - Principal, Washington National Tax, KPMG LLP

Scott_VanceScott brings significant experience in direct client consultation to his role at KPMG LLP. His primary responsibilities include the implementation and review of federal income tax matters for closely held, private equity, and venture capital businesses. His particular specialization is in the areas of research expenditures; inventories; depreciation and amortization; capitalization; income and expense recognition; and the domestic production activities deduction. Representative industries include manufacturing; natural resources; high-tech, including e-commerce; and retail and wholesale. Specific areas of experience include:

  • Consultation on substantive and implementation issues
  • Monitoring and provision of input into Treasury and IRS guidance processes
  • Assessment of the above areas for purposes of opportunity identification and risk mitigation
  • Representation before IRS National Office, Examination, and Appeals
  • Preparation, review, and filing of Form 3115 (request for change in method of accounting)


Team Onboarding

Applying individual executive onboarding learning to merging leadership teams.

Potential dimensions to be addressed:
  • Issues with common practices
  • Framework for team onboarding
  • Actions you can take to accelerate your next team merger.

George Bradt - Chairman, PrimeGenesis

George_BradtGeorge Bradt has led the revolution in how people start new jobs.

He progressed through sales, marketing, and general management around the world at companies including Procter & Gamble, Coca-Cola, and J.D. Power’s Power Information Network spin off as chief executive.

Now he is a Principal of CEO Connection and Chairman of PrimeGenesis, the executive onboarding group he founded in 2002 to accelerate complex transitions for leaders and teams. Since then, George and his partners have reduced new leader failure rates from 40% to 10% through a single-minded focus on helping them and teams deliver better results faster over their first 100-days.

A graduate of Harvard and Wharton (MBA), George is co-author of five books on onboarding, a weekly column on Forbes.com, and seven musical plays (book, lyrics and music).

John A. Lawler - CEO, PrimeGenesis, LLC

John LawlerJohn Lawler is CEO of PrimeGenesis, the world’s leading authority and provider of Executive and Team Onboarding services, helping leaders and teams accelerate their success during complex transitions – new leaders in new roles, M&A integrations, tuck-ins, as well as strategic re-starts and re-organizations. PrimeGenesis has 16 partners world-wide who focus on developing and implementing 100-day action plans that help leaders and teams get a head start, manage their message, align their teams around a shared purpose, strategy and actions, deliver early wins, strengthen their organization, and build processes for sustained success.

Whereas 40% of executives fail within 18 months (Heidrick), PrimeGenesis has brought that rate to under 5% — and, the firm’s largest 10 clients have used PrimeGenesis over 190 times. Repeat clients include medium-large sized enterprises and middle market private equity firms where transitions are characterized by a greater degree of complexity, higher stakes and need for speed.

John has significant leadership experience – as CEO of 3 private equity backed businesses, Group President roles at both LexisNexis and Scantron, senior positions leading global growth initiatives at Dun & Bradstreet, and as a director on several middle market boards – leading large and medium-sized organizations to superior results through business and cultural transformation.  John is also an experienced executive coach, and is co-author of The New Leader’s 100-day Action Plan (Wiley, 4th edition).  John has a B.A. from Williams College and MBA from the University of Virginia.


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