CEO and founder of the nationally renowned Physician Leadership Institute dedicated to accelerating healthcare transformation through leadership and innovation.
A leader in healthcare transformation with more than 25 years of experience in healthcare and leadership, Mo works with hundreds of healthcare leaders and organizations to transform their physician leadership and organizational cultures.
Mo’s previous roles include the Chief Transformation Officer and Chief Operating Officer (COO) for USF Health where he facilitated the “transformation of DNA of Healthcare” by integrating the Colleges of Medicine, Nursing, Public Health, and the 400 Physicians Group into USF Health, an entrepreneurial academic model with $750 million in revenue.
Prior to joining USF, Mo held successful leadership roles for General Electric Healthcare (NYSE: GE), a top Fortune magazine most admired company and #1 market leader in diagnostic equipment and services.
Mo has a Master of Science degree in Biomedical Engineering and Healthcare Administration from Case Western Reserve University in Cleveland, Ohio, USA and has earned numerous awards as a coach, trainer, and speaker on leadership development. He is certified as a Master Black Belt (MBB) in Lean Six Sigma and Master Change Agent (MCA) in Change Management. Mo is a life long learner and student of ancient Asian teachings (i.e. Sun Tzu, The Art of War, The Seven Chinese Military Classics, and The Five Rings) as they apply to strategy and leadership.
Mo has faculty appointments in the USF College of Medicine, College of Nursing, College of Engineering, Business School, Honor College, and College of Pharmacy. He has received numerous management awards for outstanding performance and holds several patents. He is a sought-after speaker on strategy, leadership and management transformation, and effective process improvement.
Mo is married with two young boys and lives in Tampa, Florida, U.S.A.
Rana oversees CTI’s Human Resources, daily operations, financial performance and continuous improvement functions. She ensures client satisfaction through the proper management of resources and fulfillment of commitments and services. Rana is responsible for helping leaders and organizations with their transformation journey by administering comprehensive assessments and feedback, coordinating leadership sessions and conferences and facilitating communication between CTI and its partners.
As part of the CTI Innovation Institute, Rana has coordinated a multi-million University-wide Neuroscience Collaborative (NSC) with the mission to accelerate progress in USF neuroscience research through cooperation among faculty from across USF and with the University’s various partners.
Rana has held several positions in various settings including academia, the United Nations, and IT companies. She has extensive experiences in operations and execution. Her previous work included research, developing marketing materials, organizing and coordinating educational events and health campaigns, managing department budgeting and finance, and improving customer satisfaction.
Rana holds a Masters degree in Political Studies from the American University of Beirut (AUB) and a Masters in Public Health from the University of South Florida. Fluent in four languages, Rana has held several positions with different humanitarian organizations.
Matthew Dowdy, PLI’s Chief Medical Officer, believes the most important interaction a patient has is with his or her doctor. He uses humor, compassion, the desire to listen and technical expertise to make that interaction the best it can be.
Dr. Dowdy is the co-founder of an urgent care practice in Tampa, Florida. For over a decade, it was his mission to create a truly patient-centric organization which would be a service to the community.
With a firm belief that what was best for the patient was best for the practice, he was able to grow his centers to three locations serving over 30,000 patient visits per year.
In the process of growing the practice, he recruited and trained multiple talented physicians and mid-levels. Of tantamount importance was maintaining a culture of communication, respect and service to the patient. Finding ways to encourage established providers change their approach to patients was a particularly challenging and rewarding part of the process.
While still retaining a strong belief in the patient/physician relationship, he was able to bridge the gulf between patient care and business need. By understanding what patients and doctors need, as well as what a business needs to survive, he has developed a rare perspective on the delivery of healthcare.
While his first love is clinical work, Dr. Dowdy has come to the opinion that by changing the nature of how systems deliver care he can have a greater impact on the lives of patients. As he transitions from clinical work he has re-focused on what systems and what type of culture in a healthcare environment can provide the best care. Dr. Dowdy’s vision with CTI is to take his experience and to share it with larger organizations that are looking to leave some of the outdated models of medicine and to move to a more collaborative, patient-friendly culture.
Dr. Dowdy served his residency in family medicine at Bayfront Medical center. He has an M.D. from Saint Matthew’s University and a B.S. in Biochemistry and Cell Biology, as well as minors in philosophy and psychology from the University of California at San Diego.
Matthew is married and has two daughters. He still practices medicine part time in Saint Petersburg, Florida. He volunteers his services regularly to CMS, which provides medical care to the local migrant worker population. He is a board member of Legends in the Making, a non profit which provides boxing instruction and mentorship to inner city youths.
When he isn’t spending time with his wife and daughters, he is reading or tinkering with electronics. He still thinks being a physician is the greatest job in the world.
Wes Avants has a rich background in helping organizations and individuals through the process of transformation. With an atypically broad range of experiences and education, he draws from the best practices of organizational theory, counseling psychology, human learning, leadership, spirituality, emotional intelligence, and physical health to help organizations unleash the unlimited potential of their people.
Respected as an authority on people and workplace dynamics, Wes brings warmth, insight and creativity to his client relationships guaranteeing a highly satisfying experience. As a consultant, author, speaker, facilitator and coach he has positively impacted people in boardrooms and in the oil patch, in colleges and in warehouses, in non-profits, government, and professional organizations all across the USA and overseas. His emphasis on values in the workplace goes beyond easy answers and quick fixes to help bring about positive change to all levels within an organization.
His key strengths are in development and delivery of leadership training and coaching (e.g., Executive and Management Coaching, High Potential Leadership Development, Conflict Resolution) and development, implementation and assessment of strategic organizational transformation initiatives. Highly entertaining as a motivational speaker, Wes regularly addresses corporate audiences across a variety of topics including leadership, lessons from history, healthy spirituality, personal transformation, values and sustainability.
In addition to his work as an organizational consultant, performance coach, and speaker, Wes has been a sales trainer for a national real estate franchise, a college instructor in Psychology, a wilderness facilitator for leadership teams, lecturer for Russian universities, and founder of a non-profit organization addressing the psychological, social, and spiritual needs of individuals recovering from addictions.
His extensive and diverse formal education in leadership, organizational and personal psychology, and conflict resolution includes Columbia Seminary, Central Oklahoma University, Pepperdine University, and Texas A&M University. Wes is also certified in multiple personality assessment instruments, such as the Health DiSC, Social Styles (TRACOM), and Taylor Johnson Temperament Analysis.
Carolyn is passionate about igniting positive transformation to address healthcare challenges for physicians, executive leaders, cross-functional teams, and health care systems.
Prior to joining CTI, Carolyn worked in profit and non-profit companies serving as a healthcare consultant and in leadership roles at: Catholic Health Initiatives, Amylin Biotech, Sanofi Aventis Pharmaceuticals, Kendall Healthcare, AT&T and American Express.
Carolyn has an MBA in International Business from Redlands University and degrees in Journalism and Communication from the University of Colorado at Boulder. She has earned numerous awards in leadership, customer service, business development, program management, coaching and training. She is a certified executive coach, Lean Six Sigma Master Black Belt and Master Change Agent (MCA).
She enjoys outdoor adventures, yoga, horseback riding, skiing, volleyball, international travel, dancing, golf and meditation. Carolyn is married and a dedicated mom to a young daughter.
Brad is a passionate change leader committed to helping healthcare organizations be strategically focused on becoming patient-centric, change adaptive, and world-class care providers.
He has 28 years of professional experience in organizational effectiveness, strategic planning, change management, culture transformation, patient experience improvement, employee engagement, and leadership talent development. Brad has worked in a variety of industries including consulting, insurance, and healthcare, and has been a key member of corporate leadership teams providing strategic and operational insights.
During the past 15 years, Brad has worked in healthcare leading programs to transform the culture to achieve better strategic and operational outcomes. He has also led a number of ground-breaking initiatives including assessment centers, talent selection, discovery charts, lean production, and leadership academies.
He has received a number of recognitions including the President’s Circle Award for Employee Engagement and Employer of Choice and Premier Healthcare Employer Awards. A sought-after facilitator of strategic planning and performance improvement efforts, he has been a guest speaker at many national conferences.
Brad has a Master’s degree in Industrial and Organizational Psychology from the University of Central Florida, a Bachelor’s of Arts Degree in Psychology from the Florida State University, and is certified as a Florida Sterling Council and Malcolm Baldrige examiner. He is a member of the 2003 Leadership Lee County and has been certified in DiSC, Personal Best, Laughter Yoga, High Velocity Change, Business as Unusual, and Culture Shift.
Brad is a student of the teachings of Neale Donald Walsh, John Kotter, and Jim Collins. He deeply believes that the physics of performance lies within the people. Brad is married with four children and lives in Cape Coral, Florida, U.S.A.
Mary Ellen is an energetic, results-driven leader with over 20 years of experience in advocating personal effectiveness through the design, delivery and implementation of leadership development programs. In her role as the Executive Director of the Physician Leadership Institute, Mary Ellen oversees the development and execution of Physician Leadership Institutes and Academies, in addition to the coaching and mentoring of executives, physicians, and faculty.
Prior to joining the CTI team, Mary Ellen was part of the renowned GE Crotonville’s Global Training Center (renamed after Jack Welch). As a Director of Global Leadership Programs for General Electric’s Healthcare (GEHC) business of 50,000 employees, she managed the full life-cycle requirements for multiple leadership programs designed to improve core leadership competencies and drive performance improvement for the organization’s top talent employees. She was also the project manager for the Global Coaching Program, where she executed the delivery of a blended learning course for 7,200 global managers over a 3 year period designed to facilitate a coaching culture across GEHC.
Mary Ellen has an MS with Honors in Training and Development from the University of Wisconsin-Stout. She holds professional certifications in Change Management, Inclusive Leadership, Coaching, Negotiations, Personal Effectiveness, and Developing High Performing Teams.
Mary Ellen enjoys outdoor activities, entertaining friends, reading, and spending time with family.
In his role, Jason leads the development and execution of Physician Leadership Institutes and Academies, in addition to the coaching and mentoring of executives, physicians, and faculty.
Jason has over 15 years of leadership, sales, and healthcare consulting experience. He brings a vast knowledge of healthcare consulting in areas of leadership development, talent acquisition, practice management, coaching, sales, and process improvement. Jason’s Life Purpose is to help unlock the true potential in the lives of others. He feels that everyone is endowed with the seeds of greatness and feels there is no better way to unlock this potential than by partnering with the Physician Leadership Institute.
Prior to his role with the Physician Leadership Institute, Jason has led numerous hospital business development and talent acquisition programs to achieve benchmark status in some of the nation’s largest hospital systems. Jason has provided consulting services to hundreds of hospital directors and executives in areas of leadership development, sales/marketing, business development, physician talent acquisition and succession planning, practice management, negotiating, conflict management, strategy, and process improvement. Jason feels that leadership is a life-long journey that begins with self-mastery and self-leadership. He understands that you cannot give anything away that you do not have. Therefore, he is a student first and leader second.
Jason graduated Summa Cum Laude with a Bachelor’s of Science degree in Human Resource Leadership, a Master’s of Science degree in Management & Leadership and is completing a PhD in Leadership with a specialization in Business Administration—his dissertation focus is on healthcare leadership. Jason is Green Belt certified in Lean Six Sigma (Healthcare) and holds numerous certifications in leadership and business development. Jason is passionate about leadership development, organizational behavior, performance psychology, and business development.
Jason is married and has four wonderful children who are very active in sports and academics. He resides outside of Lexington, KY—the Horse Capital of the World.
Jacalyn oversees the development and implementation of innovative leadership programs and curriculum. She has 25+ years of experience as a corporate trainer, coach, and curriculum design consultant in the areas of sales, leadership and organizational development. Working as a consultant for General Electric, and numerous other clients in both for profit and non-profit organizations, she has had the pleasure of teaching and coaching many diverse clients in the U.S. and around the globe.
With proven expertise in project management, she has handled every phase of both technical and soft-skill curriculum development, from concept design through facilitation. Jacalyn has also successfully mentored and coached employees at all organizational levels to help them reach their fullest potential. Her energy and enthusiasm for adult education and coaching for success is a driving passion.
Earlier in her career, Jacalyn worked for GE Healthcare as a Marketing Specialist and Product Manager, helping bring new imaging technologies to market and supporting the U.S. sales force. More recently, she was the Marketing & Reimbursement Director for a medical device start-up company and the Disease Pathway Manager for Accuray, driving their radiation oncology breast cancer campaign.
Jacalyn brings her healthcare clients a strong clinical and research background. She is also a speaker on healthcare economics, keeping abreast of the latest industry trends in this rapidly changing industry.
Jacalyn is a graduate of the University of Wisconsin in Madison, WI with a degree in Medical Technology. She also holds a Masters degree in Business Administration from the University of Wisconsin – Milwaukee.
Jacalyn currently resides in Hartland, WI with her husband Steve, an Engineer, and has two adult children, Rachel and Aaron. In her free time she plays trumpet in a community band, enjoys golf, volleyball and curling, loves to travel, and is an avid reader.
Doreen is the executive director of marketing and communications for CTI and its Physician Leadership Institute. She is responsible for all marketing and public relations activities.
Doreen most recently spent five years as a marketing director for Elsevier Clinical Solutions where she marketed a variety of clinical decision support and patient education products to healthcare organizations. Prior to that, she ran her own marketing and consulting firm serving a variety of healthcare and professional services clients. Doreen also spent 12 years with Thomson Reuters, eight of them as marketing director for its Scientific and Healthcare division.
Doreen holds an MBA from the University of Baltimore and a bachelor’s degree from North Carolina State University.
Julie is a Marketing and Operations Specialist. She is responsible for supporting the planning, development and implementation of CTI’s marketing strategies, communications and public relations activities.
Prior to joining the CTI team, Julie worked for a commercial printer in Tampa, managing the University of South Florida accounts. Prior to this, she was the social media manager for the Daniels Group of Companies where she was responsible for executing social media strategies and marketing initiatives.
Julie graduated from the University of Florida in 2006, with a Bachelor of Science degree in Agricultural Communication. Julie resides with her husband and two young children in Tampa, FL.
Margie has more than 21 years experience as a learning facilitator and performance consultant in the public and private sector.
Margie facilitates practical workshops in business communication, team and collaboration effectiveness, and leadership. She brings expertise in the communication skills needed to effectively lead and collaborate with others, and in the facilitation of innovative and experiential adult learning.
Previously, Margie served as an internal learning and organization development leader with Fidelity Investments, the University of South Florida, and Catalina Marketing Corporation, and has facilitated learning initiatives for organizations throughout the U.S. as an external consultant.
Margie received a Master of Education degree in Counseling and Career Development from Colorado State University and a Master of Arts in Communication from the University of South Florida, specializing in Organizational Communication.
Julia is the Director of Business and Finance Operations for CTI. She is a highly motivated accounting professional with extensive experience in managerial and financial accounting and business development.
Julia holds a Master’s degree in Science of Accounting from New England College, New Hampshire and Bachelor’s degree in Healthcare Administration from Florida Atlantic University. Julia was born and raised in Russia. She moved to United States in 2000.
Currently, Julia resides in Tampa, Florida with her two boys; Nikita 13 and Alan 9. She enjoys outdoor activities, jazz music and spending time with her family.
Lama is a Leadership and Operations Specialist, a 360°Assessment Campaign Specialist, and the Executive Assistant to the CEO.
As a Leadership and Operations Specialist, Lama supports the Client Managers in delivering commitment to the clients and participants in the Leadership Institutes and Academies including preparing for program sessions and related logistics. Lama also supports the Chief Content Officer in curriculum research and design.
As a 360°Campaign Specialist, she is responsible for managing the comprehensive 360°assessment, designing, launching assessment, analyzing feedback data, and providing final feedback reports to coaches. She works closely with our Leadership Institute participants to ensure the success of the campaigns.
As the Executive Assistant to CTI’s CEO, Lama manages the CEO’s schedule and supports his interactions with clients and demand on his time.
Lama brings more than 12-years of experience in academia and curriculum design and development. Prior to joining CTI, Lama’s previous roles included being a full-time teacher, curriculum designer and training material developer. She has taught in the United States and globally at prestigious institutes and universities like the International College, American University of Beirut and the Foreign Service Institute in Arlington, VA where she worked with and trained diplomats on foreign languages and cultural sensitivity.
Lama has a Master’s in Education and Literature. She is fluent in three languages. She was a member of the Red Cross and enjoys reading, silk painting and traveling. Lama resides with her husband and young son in Frederick, MD.
Linda has nearly 20 years of experience in program management, working with all organizational levels creating, promoting, and delivering quality programs designed to support the organization’s business plan.
Prior to joining CTI, Linda was a Global Program Manager for GE Healthcare, managing full life cycle requirements for delivering GE’s global leadership development programs for a population of 50,000. In this role, she also led initiatives to implement effective workflow strategies, streamline operations and restructure financial processes. Earlier in her career, Linda served as Program Manager of Educational Programs for The Duke Foundation, where she developed, led, and facilitated public educational programs and special events. She also held the position of Program Coordinator for Rutgers University in New Jersey in the continuing education environmental programs and licensing.
Always focusing her work on meeting the strategic needs of the organization, Linda has received numerous recognition awards for outstanding contributions to program management, operations process development and the overall business plans.
Passionate about volunteering, Linda is a certified CASA in the Somerset County family court, works with the NorthStar Foundation for special needs children, and various civic organizations in fundraising and benefit programs. Linda and her husband reside in Nazareth, Pennsylvania and have two adult children. In her free time, she enjoys photography, antiquing, and being outdoors.
Johnmark is responsible for helping develop strategy sessions along with managing and monitoring the customer service and satisfaction process. He is part of the operations team that provides operational support to CTI’s executive directors and clients.
Johnmark has an MBA and a Master’s degree in Entrepreneurship. His past work experience includes operations and logistics management.
Mallory provides operational support to CTI’s Physician Leadership Institutes’ executive directors and clients. She is part of the operations team that manages and monitors the customer service and satisfaction process.
Prior to joining the CTI, Mallory worked for a court reporting firm for 11 years managing billing and legal transcript production.
Mallory graduated from the University of South Florida in 2006, with a Bachelor of Science degree in Business Administration. She resides with her husband and two young sons in Tampa, FL.
Patrick graduated from the University of South Florida in 2014 with a degree in Computer Engineering. During school he worked as a District Manager and IT Specialists for the North Florida Division of Vector Marketing where he innovated and developed several top notch sales and training programs.
He provides technical support to the team, managing CTI’s web & social media presence, working with developers to ensure the successful development of EPLI and conducting research. To stay sharp, he enjoys everything from outdoor hobbies to coding software projects.
Dr. Cynthia Ackrill works with professional leaders and teams to expand performance capacities and resilience. With the latest science and research, she provides innovative ways to optimize energy, creativity, focus, and access to brilliance for enhanced, sustainable performance and improved career and life satisfaction.
Her work includes the systematic management of stress, addressing specific lifestyle/health risk challenges, facilitating behavior change, strategizing for personal and professional growth, and creating collaborative cultures to support excellence. She coaches individual leaders, their teams, consults on wellness programming, organizational effectiveness, and cultural shifts, and speaks at off-sites and conferences.
Dr. Ackrill brings a unique and thorough background to the intersection of health and business strategies and the power of mission and values based leadership. She combines her knowledge as a primary care physician with her extensive experience in neuro-psycho-physiologic approaches to behavior, performance, and health, and her training in coaching.
She is a graduate of Duke University and the University of Maryland School of Medicine, a Fellow of the American Institute of Stress, a charter member of HeartMath, and a former board member of the International Society of Neurofeedback and Research. She is a certified Wellcoach® and Well People coach, and certified Professional/Executive coach.
Dr. Ackrill has also completed training in positive psychology, intrinsic motivation, and peak performance coaching. She enjoys the “diagnosis” of systemic issues and facilitating groups toward mutuality of purpose. She is also a certified Team Advantage leader.
Nate has a Ph.D. in Management & Technology with a focus on Organizational and Leader Development from George Washington University’s Business School. He also has an MS in National Security Strategy from National Defense University, an MA in Industrial/Organizational Psychology and an MBA from University of Colorado. Nate’s expertise and passion include leadership, leader and team development, executive coaching, organizational learning, innovation and strategy.
A 1990 graduate of West Point, Nate completed Ranger and Airborne training, and served as an infantry officer in Army units throughout the US and in Somalia and Iraq. Nate served as a Director in the Army’s Office of Business Transformation in the Pentagon, and as a professor at the United States Military Academy at West Point where he taught leadership. He designed and taught executive-level Master’s courses at National Defense University on subjects related to Leadership, Organizational Culture and Change, Decision Making and Strategy.
Nate coauthored two books, Taking the Guidon, and Company Command: Unleashing the Power of the Army Profession. He was recognized among Fast Company magazine’s Top 50 Innovators Internationally in 2002 for work in connecting leaders laterally across the Army. This initiative was cited in Harvard Business Review’s “Breakthrough Ideas for 2006”. His paper entitled Leader Development In Dynamic and Hazardous Environments: Company Commander Learning in Combat, received an American Educational Research Association’s (AERA) Best Paper by a New Investigator Award 2007.
Nate and his wife Joan live in Virginia and have three adult children: Ashley, Kristi, and Ryan.
Dr. Jeff Bauer is an internationally recognized health futurist and medical economist. As an independent industry thought leader, he forecasts the evolution of health care and develops practical approaches to improving the medical sector of the American economy. He is widely known for his specific proposals to create an efficient and effective health care delivery system through multi-stakeholder partnerships and other initiatives focused in the private sector.
Dr. Bauer has published more than 250 articles, books, Web pages, and videos on health care delivery. He speaks frequently to national and international audiences about key trends in health care, medical science, technology, reimbursement, health reform, and strategy. Dr. Bauer is quoted often in the national press and writes regularly for professional journals that cover the business of health care. His latest book is Paradox and Imperatives in Health Care: Redirecting Reform for Efficiency and Effectiveness (2015).
As a consultant, he has assisted hundreds of organizations with strategic planning. He served as Vice President for Health Care Forecasting and Strategy for ACS, a Xerox Company, from 1999 to 2010. His previous consulting firm, The Bauer Group, specialized in consumer-focused strategic planning and development of clinical affiliation agreements for multi-hospital networks from 1984 to 1992.
In addition, Dr. Bauer has extensive academic experience. He was a full-time teacher and administrator at the University of Colorado Health Sciences Center in Denver from 1973 to 1984, where he held appointments as associate professor and as Assistant Chancellor for Planning and Program Development. He also served concurrently for four years as Health Policy Adviser to Colorado Governor Richard D. Lamm. From 1992 to 1998, Dr. Bauer was a visiting professor in Administrative Medicine at the Medical School of the University of Wisconsin-Madison, where he taught physician leaders how to evaluate research reports and other published studies.
He received his Ph.D. in economics from the University of Colorado-Boulder. He graduated from Colorado College in Colorado Springs with a B.A. in economics and completed a certificate in political studies at the University of Paris (France). During his academic career, he was a Boettcher Scholar, a Ford Foundation Independent Scholar, a Fulbright Scholar (Switzerland), and a Kellogg Foundation National Fellow. Dr. Bauer lives in Chicago, where he occasionally plays bass in jazz bands and displays his paintings in local art galleries. He is a member of the Governing Board of the Chicago Symphony Association.
Jeanne Bellew is a talented coach who excels in delivering exceptional customer experience and satisfaction.
Jeanne brings talent and expertise from 20+ years in leadership development, sales, and customer service. She has taught and facilitated conferences and workshops with diverse topics, such as: leadership, business design, customer satisfaction, and effective coordination through effective conversations.
She has been passionate about working with leaders and assisting them in the fulfillment of their ambitions in both their careers and their lives as a whole.
When coaching others Jeanne’s ethics include:
* Knowing her clients already excel at what they do
* Treating clients with dignity for their accomplishments prior to working with her
* Working with compassion and humility – always
* Holding clients accountable for their work
Jeanne spent the first half of her career developing her business competence in a start-up IP business education company, moving up from administration and logistics to growing it to a multi-million dollar company as COO. As a business professional committed to learning and education Jeanne has studied and worked with Masters in varied fields such as: Tai Chi, Aikido and the ancient game of “GO” for strategic thinking. She is a certified PMP, (Project Management Professional).
Jeanne is a former Executive Director at the Physician Leadership Institute. She is currently maintaining her coaching business while building her new venture, 3C Caring Services. Its mission to bring cheer, give comfort, and connect with people; the elderly, those in poor health, and their caregivers in a healthcare environment.
It is always her honor to be given the opportunity to work with professionals who are committed to their own growth and learning. Jeanne is married to James, a Director of National Sales and Business Development at a custom software design company. They have two sons, Jake and Jesse.
Dr. Laura Belsten is the Founder and President of CEO Partnership, an internationally-recognized executive coaching and leadership development consultancy and training firm. She also founded the Institute for Social & Emotional Intelligence.
Laura is an executive coach specializing in leadership, communication, management and social and emotional intelligence with over 20 years experience coaching CEOs, as well as senior- and mid-level corporate and business executives.
Her expertise includes group and team coaching, assessment, training and development, leader on-boarding, career development, strategic thought leadership, and facilitation (board retreats, senior leadership team retreats, strategic planning retreats). She leads energizing, customized team-building sessions, leadership development training, and she designs and conducts comprehensive organizational assessments.
Laura provides a comprehensive array of assessment tools to her executive clients, including 360 feedback, Myers Briggs, FIRO-B, Watson-Glaser (critical thinking), The Conflict Lens™, DISC, various Emotional Intelligence assessments, MRG’s Leadership Effectiveness Analysis (LEA) and Personal Directions (PD), the Hogan suite of assessments, Lominger VOICES 360, Team Coaching International’s Team Diagnostic, and many others. Assessment tools are used in a confidential manner and become the sole property of the executive receiving coaching. Assessments are used to enhance self-awareness and understanding of the executive’s strengths and potential opportunities for development in leading, managing and communicating. Assessments provide the individual being coached with greater insight into the impact they have on others in the workplace and how they may be perceived by others.
Laura holds a Ph.D. from the University of Denver, and Master’s and Bachelor’s degrees from the University of Colorado. She is a Master Certified Coach (MCC) through the International Coach Federation, the highest certification which can be earned in the coaching profession. In addition, she holds the distinction of having earned the designation of Certified Executive Coach (CEC). She is Past President of the International Coach Federation – Colorado, and has been on the faculty of the University of Denver since 1990, teaching graduate courses in leadership and communication.
Jeff Black, principal of Black Sheep, has worked with executives, sports professionals and front-line leaders in twenty countries to prepare them for communication and business strategies. He provides keynotes, training, executive coaching and consulting on enhancing executive presence, talking to the media, presenting to employees, encouraging people to lead, building a strong team or creating customer engagement.
As a former television anchor, talk show host and reporter in Birmingham and Los Angeles, Jeff delivers a unique perspective to training leaders and company spokespeople. His extensive client list includes GE, Lockheed Martin, American Airlines, Capgemini, Procter & Gamble and Nielsen. From CBS to the Food Network, Jeff’s clients have appeared on all the major television networks and several cable channels, large daily newspapers and radio networks. While in Los Angeles, he worked on the international prime-time television drama, “Dynasty.”
When not traveling the world with his coaching and consulting business, Jeff is one of the on-air TV hosts for the live drawings of the South Carolina (USA) Education Lottery and hosted their TV game show, “Power Deal.”
Jeff’s first book is now out from Morgan-James Publishing in New York, Unleash Your BS: (Best Self): Put Your Executive Presence to the Test! He appeared on NBC-5 in Dallas to launch Unleash Your BS.
His family resides in Murrells Inlet, South Carolina.
Sherry Bright has 30+ years of experience in health care strategy, planning, execution and improvement. As a member of C-Suite level teams since the late 1980s, Sherry has worked with boards, physicians, community leaders and other executives to envision the possible and collaborate to achieve mutually beneficial goals and outcomes. While most of Sherry’s experience has been with community-based non-profit health care organizations, she has worked within, as an employee and a consultant, public, for-profit and investor-owned entities. Her experience crosses the continuum of health care delivery from primary to tertiary & quaternary facilities. Her work has taken her across the United States and Canada, from large metropolitan areas to smaller regional centers and critical access hospitals within more rural areas. Sherry’s expertise lies in the ability to bring individuals and organizations from diverse settings and viewpoints together to define common challenges and align efforts to make a difference not only for organizations but also for the communities they serve.
Over the years Sherry has had direct accountability for strategy, planning, marketing, performance improvement, information systems, quality and philanthropy. Her involvement with the Baldrige Performance Excellence Program, our national quality program, began in 1999. Since then she has served both national and regional programs as team lead and spent 4 years on the panel of judges for Rocky Mountain Performance Excellence.
Sherry received her B.S. in Education and her M.S.P.H. from the University of Missouri.
Tony Brigmon’s Experience Spans Being:
- The former face of Southwest Airlines culture as their official “Ambassador of FUN”
- Awarded Southwest Airlines most prestigious award, the President’s Award (out of 2000 + employees)
- 2000 + conference presentations delivered worldwide
- Fun, high-energy, interactive & content-rich presentations
How does Tony do it? FUNtastically! You are sure to enjoy Tony’s unique, time-tested Energize-Engage-Enrich presentation format!
- Energize with music and song and corporate-friendly, G-rated humor;
- Engage with interactive fun and get-acquainted, team-building exercises;
- Enrich with shared knowledge (Best Practices) with entertaining true stories.
Tony is a master story teller. Each of his entertaining stories has a point, followed by a best practice and ends with an invitation to action.
Tony specializes in the organizational use of interactive fun to generate fantastic customer service and workplace performance. Tony has an unmistakably humble but deterministic approach to creating a positive, fiercely collaborative, and super-encouraging “fun zone” for unleashing people, groups, and organizations.
Tony defines “fun” as anytime your brain is in the state ofthe positive (v.s. a negative, neutral or stressful state). At Southwest, Tony learned that dealing with things in a positive way leads to enhanced morale, relationships, service and culture.
Even Harvard Business Review reports that when you’re positive you’re 31% more productive, 37% more persuasive, and 19% more accurate. And you’re more adaptable to change. That’s real results.
John Buckley retired from GE Healthcare in Waukesha, Wisconsin after 40+ years of developing leaders and leading change in both public and private organizations. John served a 22‐year career in the Army, stationed in Europe, Southeast Asia, and the United States. He retired from active duty in 1990 at the rank of lieutenant colonel. He attended the United States Military Academy at West Point, New York, graduating with a Bachelor’s Degree in Engineering. While on active duty, he received a Master’s Degree in Public Administration from Northern Michigan University. He is also a graduate of the U.S Army Organizational Development School and the Command and General Staff College. He was a department chairman and taught Leadership, Ethics, and Public Administration at Marquette University in Milwaukee, Wisconsin.
Since leaving the Army and before joining GE Healthcare in 2006, John held a number of leadership and organizational development positions with several large companies including Hewlett-‐Packard, BMO Harris Bank and Harley-‐Davidson Motorcycle Company.
At GE Healthcare John created and delivered leadership development programs for the Technology Leaders of the 7,000+ engineers, scientists and researchers employed there. Recognizing the need for change leadership in GE, John developed and facilitated a change leadership module in his leadership programs. He continues to deliver that learning experience to other Corporate GE Leadership Development programs and other technology and medical customers as well.
John is married and lives with his wife in Brown Deer, Wisconsin. He has three grown children, 4 grandchildren and one very spoiled Golden Retriever.
Kit Connolly Turner partners with global C-suite business leaders and their senior teams to speed organizational buy-in and delivery of tangible business results. Kit leverages over 30 years of practical business experience as both the leader who develops and carries out the strategy, as well as the consulting coach who helps mobilize and guide the team. Her work has partnered her with a broad range of global Fortune organizations to facilitate large/small scale organizational change, enable business process improvement, increase team performance, facilitate & design strategic planning sessions, provide leadership coaching, coach project teams through deployment of strategic projects/initiatives, design and deliver customized curriculum and business meetings for global leaders & customers in the Americas, United Kingdom, Netherlands, Europe, China, and Japan. Industries include: Healthcare, High-Technology, Oil & Gas, Power/Energy, Financial, Consumer Products, Telecommunications, among others. Both for-profit and non-profit experience.
Kit has experience in sales, customer service, leadership development, curriculum design, executive coaching, consulting and education. She held a variety of leadership positions for 15 years with General Electric (NBC and Plastics) in sales, customer service, and global leadership development. In her 20 years as an Independent Consultant she has worked with several global Fortune organizations. In addition to running her own consulting practice, Kit has also been an active Consulting Associate for Destra Consulting, Boulder, CO, Gagnon Associates, Boston, MA, Horizon Leadership Atlanta, GA, and GELRAD, Clinton, NY.
Kit received her Bachelor’s of Science in Marketing and Management at Siena College in Loudonville, NY. She is certified as an MBTI Administrator, a GE Master Change Agent, GE Master Work-out Facilitator, and all GE Essential Leadership Programs. Some of her post graduate work includes leadership development, organizational effectiveness, innovation & creativity, executive coaching and change management.
Dr. Joseph Cooper is a senior consultant with The Greeley Company, Inc., in Danvers, MA. He is a physician leader who brings more than 25 years of experience in medical staff functions and affairs to his work with physicians, hospitals, and healthcare organizations across the country.
For the past ten years, Dr. Cooper has worked with The Greeley Company, consulting with hospitals and medical staffs nationwide in the areas of medical staff organizational functions; medical staff and board governance; bylaws and relationships; peer review, FPPE/OPPE; credentialing and privileging; practitioner conflict and alignment; behavioral issues; and medical staff leadership education.
For the past three years, Dr. Cooper has been working with the Center for Transformation & Innovation, facilitating leadership development programs on leading productive teams and meetings.
Dr. Cooper is a practicing board-certified ophthalmologist and has been a member of the medical staff of Marietta (OH) Memorial Hospital for more than 25 years. He has held numerous medical staff positions including department chair, credentials chair, and president of the medical staff. He has also served as a hospital board trustee and chaired the board quality council.
Dr. Cooper is the author of The Greeley Guide to Medical Staff Bylaws, Second Edition (2008).
Dr. Cooper holds a BS and MS from Bucknell University and received his MD from Hahnemann University in Philadelphia. He completed his ophthalmology residency training at Geisinger Health System in Danville, PA.
Kim is the Founder and President of Kim Ebinger Coaching, LLC. Her dedication to the development of others has been cultivated over the years through her work with adults with disabilities at various community based and privately held healthcare organizations.
Kim is committed to helping organizations create more effective approaches to the development of their leaders and staff. She enthusiastically combines her action-oriented approach with her appreciation for the challenges associated with change management. Kim is skillful in sharing honest assessments of what is working or not and co-creating systems of accountability that support progress toward identified goals.
She brings a natural ability to effectively assist individuals and teams as they shift their observations and interpretations of the world in which they live. Kim works with teams on issues of trust and conversational competency, which are essential for addressing underlying concerns that limit growth and innovation.
Over the years, Kim has used her expertise and talents in the areas of program development and change management, marketing and client satisfaction at various healthcare and civic organizations. In addition, she has facilitated workshops and conferences on a range of topics, with a strong focus on leadership development and the possibilities for personal transformation.
She is a certified coach through the International Coaching Federation and Newfield Network and a consultant at Vernal Management Consultants. Kim is a Curriculum Facilitator and Ontological Coach at the online leadership development program OntoLeader and a trained facilitator with the Zeidler Center for Public Dialogue.
Kim is a graduate of the Newfield Network Coach Training Organization and the University of Michigan with a B.S. in Physical Therapy.
Dan Eisenman is an experienced coach, facilitator and consultant. He specializes in leader and team development, focusing on the impact of emotional intelligence and critical thinking – the idea that all emotion is useful data providing a competitive edge once properly interpreted. Along with E.I., thinking strategically and systemically form the core of a leader’s long term capabilities, which means thinking critically, analyzing and challenging assumptions.
Dan has over 27 years of leadership and training experience in healthcare, the military, retail, and insurance industries. For 9 years Dan has aided physicians and staff in critical care environments and healthcare administration in hospital and clinical environments, centering on leadership skill and effective interpersonal communication. With leadership experience as a military officer and as a retail manager, along with 15 years in the insurance industry, he has a broad perspective.
Dan is a Certified Performance Improvement consultant with extensive experience building high performance teams. He is certified as a Leadership Coach and works with leaders at all levels. He has been a guest speaker with the Northwest Communication Association and has spoken twice at Association for Talent Development, (formerly ASTD), International Expos in partnership with a world-renowned expert on critical thinking.
Most recently Dan operated as an executive coach for Catholic Health Initiatives’ Transformative Leader Development Program and managed leader development programs for CHI Franciscan in Tacoma, Washington.
Joy Goldman is a an Executive and Physician Leadership Coach certified with the International Coach Federation. She has over 30 years in healthcare, both community-based and academic medical centers, and provides real world knowledge of the challenges facing physicians and health care leaders today.
Joy assists leaders who want to improve their ability to:
- Assimilate to a more administrative role with management responsibilities for programs and people
- Set appropriate boundaries through priority management and delegation
- Manage conflict and difficult relationships
- Improve leadership presence and influence others to achieve results
- Deal with disruptive behavior
- Coordinate and manage work teams to drive change
- Transition to another role, workplace, or what’s next to create a more fulfilling life
Joy is the President of Viewfinder Coaching and Consulting, LLC and her work has included executive, leadership and physician coaching to support culture change and improve team effectiveness. She has created and implemented executive onboarding systems to ensure successful assimilation to new roles and organizations and has facilitated process improvement and rapid cycle change teams.
Joy is a registered nurse with Master’s degrees in Community Health Organization and Strategic Human Resources and Organizational Development. She is a Six Sigma Black Belt and has several coaching certifications.
Bevan Gray-Rogel is the President of Graylan Consulting, LLC, an Organization Development Consulting firm. Her consulting services help in assisting individuals, teams, and organizations maximize their effectiveness and performance. Prior to starting her own practice, she worked at John Alden Financial Corporation for 10 years in their Organization Management Development department. She has also worked for Jordan Marsh, E. F. Hutton, Legg Mason, First Boston Corporation, and Micro Brokers International. Bevan has over 35 years of experience in the field of Human Resource Development and Organization Development.
Bevan brings an in-depth understanding of the critical issues that leaders face, through her 20 years working inside various organizations (investment banking, retail, restaurants, computers, insurance). Some of her clients include: TECO, Tampa Tribune, Hillsborough County School District, Diebold, City of Fort Lauderdale, Citigroup, Capital One, GTE-Verizon, and Eckerd Youth Alternatives. She has been working with Center For Transformation and Innovation for over 9 years and has facilitated workshops for Physicians and Health Administrators across the country.
Bevan specializes in process consultations, group facilitation, change management, strategic planning, teambuilding, and leadership development. She partners with clients and client project teams to achieve desired outcomes and to transfer capabilities to the client and their organization, so that successful efforts continue beyond the consultant’s project scope.
Bevan received her BA in Psychology at Lake Forest College and her MBA in Organizational Behavior and Development at George Washington University.
JC Heinen is an executive coach and consultant working specifically with the C-suite to build healthy leaders and teams that can drive strategic initiative to successful business outcome. JC focuses on aligning leader and organizational goals to ensure that results are realized through enhanced performance at all levels.
JC Heinen has been providing executive coaching to business leaders for over 20 years. As coach and consultant she has partnered with global and national organizations in providing assistance with: executive onboarding, leadership development, leading change, succession planning, and team alignment. JC builds long-term relationships with her clients to support their on-going needs as the competitive landscape continues to change.
Ms. Heinen has over 30 years of business experience consisting of both corporate and field operations. She has expertise in developing strategic alliance partnerships and building global sales and delivery infrastructures.
JC is also the founder of TMI Partnerships, a leadership consulting/executive coaching firm and Jessie’s Heart Foundation, a non-profit organization supporting the financial needs and wellbeing of patients of Children’s Hospital Colorado with congenital heart defects.
Ms. Heinen believes in donating her time and talent in her community through the American Heart Association and The Women’s Leadership Investment.
– Strategic Directions, Individual Directions, LEA 360, Hogan, Hay’s ECQ – Paterson LifePlan, Social & Emotional Intelligence Profile, Target Account & Consultative Selling
– American Heart Association, Int’l Coach Federation
– Society of Neuroscience, The Leadership Investment
– IMD – Leadership Lausanne, SZ
– Denver University – Leadership Dev.
– Capella University – Org. Psych.
– Regis University – BSBA
Lynne is a leadership consultant and organization development professional. She has a diverse background which includes 10 years in healthcare working with physicians and administrators to navigate change. She gained a strong customer experience foundation from her time in retail. She has a firm understanding of process and turning ideas into reality from her years spent in manufacturing.
Currently, she runs her own consulting firm, xplorleadership, using the metaphor of travel to design custom experiences for her clients. She uses a strengths-based approach, which builds on the strengths found within the individuals and organizations she serves. She has worked in leadership and organization development roles, with national brands, such as: Carolinas HealthCare System, Tommy Hilfiger, Burt’s Bees, Just Pants and Vietri.
Bachelor of Arts in Psychology from the University of North Carolina at Charlotte
Master of Science in Organization Development from Queens University of Charlotte
Coaching Certificate from Queens University of Charlotte
Graduate of the Innovation Institute at the McColl Center for Art+ Innovation
Special interest classes at The New School in New York City
Lynne grew up in Hendersonville, a small town in the mountains of western North Carolina. She spent six years working in New York City. Now, she is happy to call Charlotte, NC home. Outside of work, she loves digging in the dirt, arranging flowers and spending time outdoors with friends and family.
With openness, compassion and humor, Karen Kendrick has a unique ability to create a space and experience for individuals and teams to quickly gain clarity on what is blocking their path to success, and the solutions to get there that is found within them.
Since 2013, Karen has facilitated the equine training, Collaborative Leadership: Building Relationships that Get Results, across the country for PLI. As Founding Partner of Discovering Your Way, Karen depends on horses for coaching and leadership development of individuals, teams, and leaders. The combination of coaching knowledge, technique, and interaction with horses represents a unique opportunity for personal and professional transformation. Karen has an EFLC (Equine Facilitated Learning & Coaching) certification from Coaching with Horses and is an E3A Certified Practitioner (Experiential Learning with Horses focusing on Corporate training).
Karen’s heart for those working in the healthcare started with her service as the Director of Advancement at the University of Kentucky, College of Health Sciences, and the Major Gift Officer for the UK College of Medicine. Karen focused on building meaningful relationships and partnerships with students, faculty and alumni. With her strong facilitation skills, Karen was sought after to plan and lead faculty retreats, strategic planning sessions, and program assessments.
With a heart for inclusion and understanding, Karen spent ten years with the National Conference of Community and Justice, where she served as Program Director and Executive Director. In that position, she conducted needs analysis in corporations, facilitated trainings, implemented train-the-trainer programs, and presented at local, national and international conferences.
Karen holds a degree in Education, a Master’s in Counseling, and has specialized training in strategic planning, mediation, conflict management, transracial adoption, facilitation, fundraising and cultural competency. With this diverse background, plus her own journey of personal healing and growth, Karen provides an accepting and safe place for people to find their own unique leadership gifts through the wisdom of the horse.
Philippa Kennealy is President and Founder of The Entrepreneurial MD, a physician professional development and business coaching company. She is a family physician and physician executive by training, with experience in medical staff and hospital leadership, as well as small business leadership and management. She served as both Medical Director and CEO at UCLA-Santa Monica Medical Center, prior to assuming executive positions in two Internet software application development companies. She formed her coaching company in 2003 and since then, has worked almost exclusively with physicians and healthcare professionals.
Philippa also serves as a consultant Medical Director to CE Outcomes, an independent outcomes research company serving a variety of organizations in the healthcare industry, with the overall goal of improving patient health outcomes.
Philippa received her medical training and post-graduate training at the University of Witwatersrand in South Africa; she then worked in rural Zimbabwe for 3 years, before emigrating to the USA in 1984. She completed her family medicine residency in Santa Monica, and went into private practice in Santa Monica for almost ten years. She obtained her Masters in Public Health in Health Services Management from UCLA School of Public Health in 1997. She received her coach training and certification through the Coaches Training Institute in 2003.
Philippa is married to a physician, has one daughter, and lives in Los Angeles, California.
As the President and CEO of Philadelphia-based Thomas Jefferson University and Jefferson Health, Stephen K. Klasko, MD, MBA, is bridging the art and science of medicine and healthcare information technology with twenty-first century business and administrative changes, through a unique background of academic and administrative medicine, entrepreneurial clinical practice and business and leadership training.
Previously, as CEO of USF Health and Dean of the Morsani College of Medicine at the University of South Florida, Dr. Klasko led, designed and built the largest “assessment of technical and teamwork competence” center known as CAMLS (Center for Advanced Medical Learning and Simulation) – a marriage between health care and aviation simulation, to create benchmarks for proficiency among physicians and other healthcare providers. This privately-funded project is now being expanded internationally to South America and China.
Dr. Klasko received his bachelor’s degree in chemistry and biology from Lehigh University and earned his medical degree from Hahnemann University in Philadelphia. He completed his residency in obstetrics and gynecology at Health East Teaching Hospitals and became a diplomate of the American Board of OB-GYN in 1984. He completed his MBA at the Wharton School of the University of Pennsylvania in 1996. He is a board-certified and practicing OB-GYN.
Prior to joining USF, he served as Dean of the College of Medicine at Drexel University and CEO of Drexel University Physicians. During that time, Drexel University was able to attract world-class leaders, grow its research portfolio and develop innovative partnerships throughout Philadelphia. While at Drexel, Dr. Klasko was also appointed as a member of Governor Rendell’s Pennsylvania Healthcare Transition Team.
He is married to Colleen Wyse, a Vice President for Visit Philadelphia, and has three children: Lynne, David and Jill.
Stephen Kotev is a Conflict Resolution Consultant, Trainer, and Somatic Educator who has dedicated his professional career to the practice and study of conflict resolution. His professional experience spans state and federal government agencies and two premier conflict resolution membership associations. Stephen has become a national expert on how you can improve your performance by better managing the stress of conflict situations. Helping people resolve problems and improve their performance is his passion and profession.
Stephen earned a Masters in Conflict Analysis and Resolution from the Institute for Conflict Analysis and Resolution at George Mason University and is one of only two individuals who have worked for both of the country’s two largest Alternatives Dispute Resolution membership organizations – the American Bar Association Section of Dispute Resolution and the Association for Conflict Resolution.
He holds a black belt in the Japanese martial art of Aikido in addition to certifications in Conflict Coaching and Embodied Peacemaking. Since 2007, he has served as adjunct faculty at George Mason University’s School for Conflict Analysis and Resolution in Arlington, Virginia.
Stephen has conducted trainings for international and national audiences including the United Arab Emirates, the Kingdom of Bahrain, the State of Qatar, Germany, Northern Ireland, the Transportation Security Agency, the Harvard Negotiation Insight Initiative, the Ohio Commission on Dispute Resolution, Kennesaw State University and numerous community mediation centers.
Currently, Stephen is a conflict resolution consultant based in Washington D.C., providing mediation, negotiation, conflict analysis, facilitation, training and somatic education to private and government clients.
John Lazar has been a performance consultant and coach since 1983, acting as an executive coach to CEOs, business owners, executives, senior managers, and solopreneurs for more than two decades. His background and expertise in psychology, adult human development, performance technology, organization development, coaching, business, and speech act theory provide a unique and rich perspective for understanding how individuals, groups, and teams operate within organizational settings.
He works with individual leaders and their teams, shifting their perspectives, motivations, and performance. The impacts are socially and emotionally intelligent leadership and management, enhanced trust, breakthrough execution, and business results.
In addition to his business coaching, he also consults to companies designing interventions, educating and facilitating on issues of leadership and management practices, communications, evaluation, executive team alignment, and culture change.
John has served client organizations in a range of industries including aerospace, environmental services, food manufacturing, financial services, manufacturing, medical waste management, oil and gas, professional services, pharmaceuticals, retail, and telecommunications, as well as federal governmental agencies and departments.
John is a founding member and past President of the Board of Directors of the International Consortium for Coaching in Organizations (ICCO). He is actively involved in the International Society for Performance Improvement (ISPI), and is co-founder, owner, and Executive Editor of IJCO The International Journal of Coaching in Organizations®. In addition to writing articles and chapters for professional publications, he has made more than 80 presentations to local, national, and international audiences in the U.S. and eleven other countries on topics including human capital management, leadership and sustainable leadership, executive team alignment, management skills, coaching, blended interventions, coaching program design, emotional intelligence, communications, evaluation, and ROI.
John earned his master’s degree in clinical psychology from the University of Illinois in Chicago and bachelor’s degree in psychology from Lake Forest College. He was certified as a Master Coach by the International Coach Federation (ICF) in 1999. He received his coach training and certification from Newfield Network and advanced training from the Institute for Generative Leadership. He is certified to interpret and debrief several assessment instruments, including the Birkman Method®, Hogan Personality Suite, and Emotional Competence Inventory. He resides in Forest Park, Illinois, USA.
Bob Lewis brings 20 years of experience to the areas of leadership development and organizational effectiveness. Throughout his career, he has partnered with leaders at all levels within a broad range of corporate, government, educational, and nonprofit organizations. Key focus areas include the design and delivery of tailored training programs and group facilitation.
Prior to becoming an independent consultant, Bob led strategic initiatives for J P Morgan Chase, managed the training function for a large state agency, and led organizational change strategies for a management consulting firm.
His extensive experience and excellent communication skills have earned the trust and respect of his clients. Bob is highly valued for the unique perspective he brings to every engagement. By connecting proven leadership practices with real-world experience, he is able to fulfill his passion of helping individuals map out their own unique path to leadership success.
Bob is a faculty member of GE’s John F. Welch Leadership Development Center along with other leading professional training organizations. He is certified in a host of leadership assessments and development programs.
Dr. Jeffrey Lobas has had a distinguished and diverse career in healthcare administration, clinical practice and academia. He received his Medical Degree and completed his residency in Pediatrics at the Medical College of Ohio. His fellowship in Pediatric Critical Care and Pediatric Pulmonology was completed at the University of Wisconsin in 1986. He has been a faculty member at Indiana University, University of Minnesota and University of Iowa.
As the director of Iowa’s Program for Children with Special Healthcare Needs, Dr. Lobas led efforts redesigning the state’s system for caring for children with complex and chronic diseases. He continued his efforts to transform healthcare as the Chief Medical Officer for Cardon Children’s Medical Center in Phoenix and the Chief Medical Officer for the Southern Illinois University School of Medicine. In these positions, Dr. Lobas dedicated himself to building innovative approaches to organizational challenges including new clinical models, quality systems, medical informatics and population health. As the CEO of the Children’s Hospital of Orange County’s Health Alliance he was able to initiate efforts to standardize care and create Patient-‐Centered Medical Home models.
In November of 2013, he founded the Institute for Transforming Healthcare (ITH) in Newport Beach, CA, dedicating his skills and talents as a change agent and advocate towards deep organizational change in the healthcare industry. As the President and CEO of ITH leads efforts in redesigning systems of care in a number of venues. In the last year, he worked closely with the 11 children’s hospitals in the state of California, developing new approaches for caring for children with medical complexity.
Under the leadership of Dr. Lobas, ITH provides collaborative leadership to healthcare organizations in the areas of developing new clinical models, creating high performance organizations, designing systemic approaches to quality of care, applying population health principles, and providing system analysis and design recommendations.
Dr. Lobas received his doctorate in Organization Development at the University of St. Thomas in Minneapolis in 2005, where he conducted research in leadership, developed curricula and taught leadership development in healthcare organizations. He obtained his Master’s Degree in Public Administration from Ohio State University, and before medical school served as a health planner and administrator for public health organizations. He is published in the area of leadership in healthcare and system redesign and remains involved in the American Academy of Pediatrics, the Association for Physician Leadership and the Conscious Business Academy.
Dr. Diane Menendez has been a leadership coach and Talent Development consultant for 30+ years. She recently retired from Catholic Health Initiatives as National Director, Talent Development (2010-15). At CHI she was responsible for system-wide Coaching and Mentoring initiatives and supported succession strategy and implementation. She worked with CHI leaders to support the Talent Development of high potentials. She was on the Core Team of CHIs Transformative Leadership Development Program, lending her expertise to the planning, curriculum development, facilitation and coaching of the program’s physician leader, nurse leader and hospital administrator cohorts. She brings a bias for integrative and evidence based practices to her coaching and facilitation.
Prior to joining CHI in 2010, she held leadership and officer roles in Succession Management, Organizational Development and Leadership Development roles at AT&T, Macy’s and Convergys and also ran her own consulting and executive coaching firm (Leadership Mastery Coaching) for 18+ years.
Diane has been a Master Certified Coach since 1998. Her book, Becoming a Professional Life Coach, was co-authored with Patrick Williams in 2007; a second edition was published in Spring, 2015. She has written a number of articles on coaching, most recently “Coaching on the Run,” (with Pat Patton), published June 2013 in Nurse Leader and also wrote the chapter “Coaching the Clinical Dyad for Partnership Success” in Dyad Leadership in Healthcare (Wolters Kluwer, 2015) which details the strategies and processes she uses when coaching dyad leadership partners in healthcare.
Through her personal experiences, Diane has developed a realistic and compassionate approach to consulting with and coaching the more than 350 leaders she has worked with in a variety of industries worldwide. She is also a trained professional mediator. She has done extensive post-doctoral work at the Gestalt Institute of Cleveland, the Newfield Network, Harvard’s Institute for Professional Coaching, Team Coaching International, etc. She has a strong background in psychological assessments and uses these tools to intensify awareness, assess role fit, and foster development for individuals and teams.
David Mish is committed to improving health globally. He collaborates with doctors, executives and teams to accelerate their success in leading change that measurably transforms their organization. David focuses and specializes in developing his clients’ deep skills in leadership, strategy and effective execution. His collaborations are creatively structured for each unique situation.
David has served 100+ companies in 11 countries. While serving a diverse client base, he has been repeatedly drawn to health related industries: hospitals, health systems, health plans, physician practices, and Pharma/Biotech/Medical-device companies. In 2008, David changed focus from top-tier strategy consulting to leadership development and organizational effectiveness. He became a partner in a global business-coaching firm and started his own firm to focus on the healthcare space. His services include: consulting, facilitating, instructing, coaching and mentoring.
David’s clients are successful in their current, highly specialized, roles and have aspirations to transform and enrich their organizations. He develops his clients’ leadership capabilities to improve focus, alignment and engagement, allowing them to reach their aspirations. His clients include: Stanford Hospitals & Clinics, Columbia HCA, Memorial Herman, Alameda Alliance for Health, Kaiser, Merck, Genentech, Beckman Instruments, Novartis, Roche, Sony Pictures Home Entertainment, Microsoft.
David constantly invests in his own capabilities to stay current and better serve his clients. Committed to self-development, he has trained with some of the world’s foremost business thinkers: Dave Logan, David Allen, and Bob Dunham. Every year he looks forward to the annual TED conference where leading ideas are presented and discussed.
David holds a BS in mathematics from Michigan State University, an MBA from Case Western Reserve University, a Certificate in Biotechnology from the University of California, and is a Board Certified Coach in Executive & Leadership Coaching (BCC). He is also a Professional Certified Coach (PCC) and a Certified Physician Development Coach. He is currently in his twelfth year as an instructor at the University of California Extension program where he teaches classes in Biotech project management, operations, and finance.
Karen O’Donnell works with business and medical leaders and teams who aspire to uncommon levels of performance, growth and innovation. She recently completed a notable career with General Electric Corporation at the Jack Welch Leadership Center – Crotonville – Ossining, New York.
Karen is known for her expertise in change management and was one of the lead change agents at General Electric initiating change across all GE businesses. Karen has deep experience as a facilitator of strategic meetings, leadership and quality courses, and as a coach for individuals, teams and executives. She is also a student of the neuroscience of change and linguistics. She employs both areas of expertise as a medical and executive coach.
Karen’s career at General Electric included her role as the leader of Executive Education where she re-designed and delivered the two highest-level Executive Programs and helped develop and lead the CEO-sponsored Leadership, Innovation and Growth program for GE’s top 60 executive teams.
Karen’s GE experience includes holding a variety of positions — manager of public relations, marketing communications, marketing and business operations, and medical continuous improvement initiatives with many US healthcare systems. She brings a unique perspective from her own career growth and her focus on professional and leadership development.
Karen is a certified green belt, a Professional Certified Coach with the International Coaching Federation (PCC), experienced in DiSC and Myers Briggs, and qualified in EQ-I, MRG, Energy and Hogan assessments.
Karen graduated from Middlebury College, VT, holds a master’s degree in zoology from the University of Illinois, and a master’s in science journalism from Boston University. Karen participates regularly in leadership and coaching education, and recently garnered a certificate in Strategic Human Resources Practices from Cornell University. Karen is VP of Enhanced Membership for the International Coaching Federation, New England Chapter, and a committee member of 1Berkshire, and Programming Chair for Berkshire Business and Professional Women’s Foundation.
With over 17 years of experience in the healthcare and academic research settings as a transforming leader and culture change agent, Petra has a deep understanding of the challenges facing executives, physicians and healthcare leaders today. As President of Integrative Partners, she collaborates to deliver transformative leadership development programs to physician and executive leaders.
As a Leadership Development coach, Petra works with clients to embark on a personal inquiry and development journey. Her commitment is to unlock new thinking and create courageous steps forward to achieve their desired outcomes. As a consultant, Petra leverages her leadership experience to deliver customized approaches and experiential learning that develop the internal capacity of the people, processes and structures. The result is a sustainable framework that can continue to grow beyond the engagement.
Petra is a certified Leadership Coach through Georgetown’s Institute for Transformational Leadership and a credentialed member of the International Coaching Federation. A firm believer in growing our community of skilled coaches, she serves on the faculty of Georgetown’s Health Coaching certification program as an Instructor and Practicum Advisor to coaches-in-training. She holds a Ph.D. in Molecular Biology and Genetics from Kent State University and a B.S. from Virginia Tech. She is co-inventor on a patent, has multiple publications in peer-reviewed journals and received numerous awards acknowledging her technical and engaging leadership skills. Notably, Petra was named “Woman of the Year – Forward Thinker” by Glamour magazine and Toyota in 2005.
Petra is committed to her mission of making a difference in the way we exist in this world. She volunteers by participating in the Leukemia and Lymphoma Society’s Team in Training program and is a volunteer coach for Special Olympics. Petra is also a soccer player in a men’s league and a competitive triathlete.
In 2005, Sharon Rich founded Think Business Growth, Inc. (formerly Leadership Incorporated) to support the transformation of leaders and the organizations they lead — in order to produce both business results and value for their clients and communities. Sharon has developed leaders at: Yale Medical School, Mount Sinai Health Systems, Kaiser Permanente, Baxalta, ResMed, and many others in healthcare, medical manufacturing, technology, media, education, professional services, and other fields.
Sharon’s work is guided by 30 years of hands-on business and leadership experience. She has the full range of leadership experience from being an entrepreneurial owner of a boutique advertising agency (whose clients included Cedars Sinai, Centinela Hospital, NME and AMI) to roles on the senior leadership teams in national/international firms, including OgilvyOne, a division of Ogilvy & Mather.
Sharon earned her BA in psychology from UCLA in 1980, pursued graduate studies in psychology and education at Antioch University in the early 1990s, and is a graduate of Coach, Inc., the leading global provider of coach training programs. Sharon is committed to lifelong learning and is certified in Rapid Culture Change, Rapid Team Results and Group Facilitation. Sharon is on the faculty of Coach, Inc., and trains coaches all over the world.
Sharon holds a PCC accreditation from the International Coach Federation. She is also a Certified Professional Behavior Analyst (CPBA), which means she is highly proficient in administering, debriefing and training with the DISC and PIAV assessments. She is a group leader in the ProVisors network in Los Angeles.
Sharon lives in West Los Angeles with her husband, in their recently empty nest. She likes to travel, ski, meditate, read, write, and make interesting and delicious things.
Scientist, leader, mentor, coach and author, Nancy Riesz is an interpersonal effectiveness expert who has been teaching people how to work together… better for 35+ years. A trend-setter and thought leader, Nancy inspires her clients to think in new ways so they more quickly achieve the significant and sustainable outcomes they desire. During her 20+ years in the healthcare industry, both clinical and corporate, Nancy developed a reputation for forming effective and efficient leadership teams, creating innovative ideas that solve problems, exponentially growing customer base and loyalty, implementing systems, improving processes and increasing sales. She has managed during several mergers and acquisitions that required a blending of nationalities, cultures, people and processes. Author of People Count! Never Underestimate the Value of Your Employees, Nancy describes how to deliver top-line performance and improve bottom line results.
Nancy earned an MBA from Xavier University’s Executive MBA program, a Master’s certificate in Leadership Coaching from Georgetown University and a BS in Medical Technology from the University of Cincinnati. She is an accredited coach by the International Coach Federation.
Nancy is an adjunct professor at Xavier University MBA program, is Global Mentoring Chair for Healthcare Businesswomen’s Association, member of the Chapter Leadership Council of National Speakers Association, founding staff member of the Mercy Franciscan Wholistic Health Centers, member of the Cincinnati Regional Chamber Small Business Advisory Board and the Business Travelers Advisory Committee for Delta Air Lines. Nancy is also a Rotarian, Leadership Team Coordinator for Stephen Ministry at her parish, Leadership Chair of the Executive Women’s Golf Association, a United Way Ambassador, a Hospice of Cincinnati volunteer, a coach for the First Tee program and a Teammate in Training for the Leukemia Society of America.
Nancy enjoys travel, golf, reading, being outdoors, learning and connecting with people. She lives in suburban Cincinnati with her husband, Jerry and their St. Bernard, Jodie.
Sean Sauber has spent the last 30 years working and growing across multiple careers and disciplines. Through all of this a common thread was developed – understanding how to deepen relationship between individuals and within groups to create space for creativity. His unique approach leverages his skills learned in a wide variety of context from film school to surgery to software systems development to university teaching.
Sean applied these skills in careers as an Orthopedic Physician’s Assistant in trauma, sports and joint reconstruction, IT consulting work with “The Big Five”, multiple functions at Procter & Gamble, business development at a software dot com, to a college professor, and the last several years in his leadership and breakthrough innovation consultancy.
Sean’s innovation practice has spanned industries as it has included working on projects such as:
– Hospital – Healthcare Manufacturer Partnership
– Medical Device Development
– Financial Services
– Academic Innovation Process
He was a founding member of the Clay Street project at P&G. Described by AG Lafley in his book Game-Changer as “a place where innovation teams are built from scratch, connecting behaviors are the norm and the culture is courageous”. His experiences and further training led to creation and execution of workshops for the development of creative cultures in organizations – Human Potential Workshops.
Having facilitated over 50 of the Human Potential workshops held for P&Gers from all over the world, he has experienced the trials and triumphs of building organizations to be more transparent and successfully self-directed by collaborative, yet independent, individuals.
He currently teaches Design Thinking at the New School of Design in San Diego and Breakthrough Innovation at University of Wisconsin. Sean received his BS in Allied Health/Surgeons Assistant from the University of Alabama Birmingham and his MBA in Concentration Information Technology – University of Texas at Austin.
Sean lives with his wife of 25 years, Wendy. They have a daughter Jenna and two corgis. He’s an avid road cyclist, sailor, rower, and photographer and enjoys hiking with his family.
Diane Scott is an international consultant with a wide-ranging and extensive background in healthcare leadership, education, coaching, consulting and productivity. Viewed as a national expert with leadership development and a healthcare conflict expert, her recent healthcare clients have included the Brigham and Women’s Hospital of Boston, Veterans Affairs Medical Center and preeminent Hospitals throughout the country.
During 2013 and 2014, she spoke at the United Nations and has consulted and coached with United Nation leaders and country leaders from around the globe.
Starting her career as a nurse on the world’s first liver transplant team, she served under Dr. Thomas Starzl, recipient of the National Medal of Science, and quickly advanced her career to become the Director of Cardiology, Cardiac and Thoracic Transplant Surgery departments at the University of Pittsburgh Medical Center. Her expertise increased during her leadership of the University of Pittsburgh Physicians Cardiology Practice and Cardiology Services departments.
Her experience includes tenure as the Director of Cardiology Departments with HCA Medical Center’s flagship organization, CJW Medical Center, Richmond, where she served as the principle lead in the design, implementation and leadership of the departments within the new hospital.
As the former Program Director for a national health organization, she led the initiatives in organizational conflict education and has authored over eighty national publications regarding conflict resolution, leadership development, performance enhancement and business strategy.
While serving as graduate faculty at Loyola, New Orleans, Diane also specializes in coursework in human resource management and advanced finance.
Diane lives in Virginia with her husband, Craig, and her daughter, Isabella.
Marion Smith is the Founder and Lead Executive Coach and Consultant of Elemental Consulting located in Northern Virginia just outside of Washington D.C. A professionally certified Leadership Coach, Marion brings more than 20 years of business knowledge and skills to enrich her work with clients. Her business and organizational background includes organizational consulting in both the private and public sectors. Broad business and technical experience enhances her understanding of client situations and the challenges faced in companies of all sizes and industries. She coaches, consults and delivers Innovative Thinking Skills training for clients on a global basis.
Prior to working in consulting and coaching Marion’s career included time spent conducting scientific research in the Biosciences sector, directing manufacturing improvement education programs in the Technology sector and leading the design and implementation of a publicly-funded pilot program in the UK to establish Employee Development Planning in small, medium and large enterprises. Her work is always driven by the will to advance methods, systems and the development and growth of people.
Marion achieved professional certification in Leadership Coaching at Georgetown University, Washington D.C. and is a credentialed member of the International Coach Federation (ICF). She holds the status of Chartered Biologist (C.Biol) and Member (MRSB) with the prestigious Royal Society of Biology in the UK and has a Postgraduate in Information Technology from the University of West of Scotland. Additional professional recognitions include certification in Production and Inventory Management (CPIM) awarded by the Association of Operations Management (APICS) and a Diploma in Clinical Hypnotherapy from the London College of Clinical Hypnotherapy.
A certified trainer of the DiSC Assessment System, Marion is also certified to deliver the Hogan Leadership Forecast Series and Team Management Systems (TMS) assessments. She offers individual, 360 and team development assessments in support of her individual and team coaching services. In addition, she is a certified trainer and facilitator of the de Bono Thinking Systems Six Thinking Hats® and Lateral Thinking methodologies for structured and innovative thinking. Marion has developed and delivers a range of skills development programs which include Effective Communication for Performance & Impact and Emotional Intelligence for Optimal Performance.
Recent client engagements have included Executive Coaching and/or Training Program delivery across a range of organizations/sectors, including, Healthcare, Pharmaceuticals, Medical Device Manufacturers, Government Agencies including the Intelligence Community, Finance, Technology, Telecommunications, Energy and the US Marine Corps Systems Command.
When coaching, consulting and training, Marion works with her clients to raise their self-awareness and increase understanding of situations and opportunities they face. She supports and challenges clients to uncover and explore their potential, enabling achievement of important personal and organizational goals. Her ability to focus on core issues and possibilities while considering the ‘big picture’ allows identification of key areas for impact and improvement. Working with integrity and focusing on her clients’ needs she offers leaders and executives a business relationship based on trust, confidential discussion and the exploration of opportunities and practical solutions for personal growth and the resolution of issues.
Gerri Steadman is an executive coach working with leaders from an array of functions, levels and organizations, especially Healthcare leaders.
Her strength in coaching is meeting clients “where they are”, working with them to gain better awareness of themselves and others, and then propel them to future improvement and success.
Gerri has practical experience as a senior-level executive in several healthcare organizations (Good Samaritan Hospital – Ohio, Bayfront Medical Center – Florida and Carolinas HealthCare System – North Carolina). Her industrial experience includes Procter & Gamble and Armco Steel. Gerri’s background is as a human resource professional with an emphasis on learning and organizational development. In addition to coaching, she creates and facilitates leadership development programs and teambuilding experiences.
As an equestrian enthusiast, Gerri applies her passion for developing leaders by offering equine-assisted-learning programs. She uses EAGALA and Equine Alchemy training and philosophies to facilitate unique leadership learning opportunities.
Gerri resides in the Charlotte NC area. She has a Master’s degree in Industrial and Labor Relations and a Bachelor’s degree in Psychology from the University of Cincinnati. She is a graduate of Coach U and is a member of the International Coaching Federation. She is certified as a Senior Professional in Human Resources and a member of the Society for Human Resource Management. She is trained in assessments such as, MBTI, DISC, EQ, Predictive Index, Listener Preference Profile as well as 360 instruments.
Chris Steilberg has practiced organizational psychology for over 20 years consulting in diverse organizations and providing thought leadership to academia. Known for his innovative, yet practical solutions, as a client once claimed: “Chris delivers results, not just with bold ideas, but also with a true understanding of what works in Poughkeepsie.”
While earning his PhD at Georgia Tech, Chris began a 15-year career in corporate talent management. Working in a variety of roles and levels for BellSouth, MCI, Coca-Cola, Burger King and Ryder corporations, he is well versed in organization dynamics and C-suite navigation.
As a thought leader in I/O Psychology, Chris has lectured at Spelman College, Georgia Tech and the University of Miami. His keynote address at the National Futures Conference addressed emerging trends in work and their implications for higher education. His jointly authored publication in The Academy of Management Journal, “Sure everyone can be replaced, but at what cost?” is credited with fundamentally reframing turnover research.
As a business consultant, Chris is most frequently called on for executive coaching, assessment for selection or promotion and talent management consulting. His breadth of experience and corresponding skill in change management enables him to deliver valued results, oftentimes to groups with historically conflicting interests.
Regardless of industry, size or business model, clients appreciate his business acumen, leadership expertise and consultative style. Most rewarding to Chris, however, is his clients’ appreciation simply that he’s there for them.
Outside of work, Chris values his time with social service organizations and charities. In addition, as a life-long learner, he continues his studies in high school and college as a research and teaching assistant to his two children.
Marilyn Thiet is the founder and president of EDGE Performance Acceleration. Marilyn and her team at EDGE work with clients to help them increase their profitability and productivity by developing their leaders and people.
Marilyn’s areas of expertise include coaching, leadership development, strategic planning and execution, training and development, and process improvement. The majority of Marilyn’s clients are within the healthcare industry and include healthcare providers and manufacturer’s ranging from small start up companies to several Fortune 100 organizations.
Marilyn has over 25 years of professional experience in healthcare, sales, marketing, training, and leadership development. She began her career as a Radiologic Technologist and worked in both private hospital and academic settings. She then transitioned to the business world and spent much of her career working for GE Healthcare. When she left GE she was the Americas Commercial Training Manager, responsible for the training and development of GE’s commercial team throughout the United States, Latin America and Canada.
Marilyn earned a degree in Radiologic Technology (R.T.R.) from the Medical College of Wisconsin and a BS degree in Business Management from Ottawa University. She is trained and certified in Professional Facilitation, Change Acceleration Process (CAP) and Six Sigma quality methodologies. She is a long standing member of the American Society of Training and Development.
Marilyn is an active community volunteer and an advocate for improved care for seniors and those impacted by dementia and Alzheimer’s disease. She is married with two adult children and resides in Milwaukee, Wisconsin, U.S.A.
Dr. Dick Tibbits has worked in hospital administration for over twenty-five years. He served as Chief Operating Officer at Florida Hospital Tampa (a 500 bed hospital), Chief Operating Officer at Loma Linda University Medical Center – Murrieta (a teaching hospital), Chief People Officer (Sr. VP for HR) at Florida Hospital Orlando (over 15,000 employees), Chief Learning Officer also at Florida Hospital Orlando, Vice President for Innovation and Health at Celebration Health (a unique partnership between Florida Hospital and the Walt Disney Co.), and Vice President for Operations at Kettering Medical Center in Dayton, OH.
Dr. Tibbits has his doctoral degree in psychology and is a licensed professional mental health counselor. He is also a researcher and the author of 5 books that have been translated into 4 different languages. His most recent book is entitled “The Stress Recovery Effect.” He is a sought after speaker who has spoken at Harvard Medical School, The Mayo Clinic, The National Institute of Health, Stanford University, Duke University, The International Conference on Stress as well as many other national conferences and universities around the country. He has also presented his work internationally in England, Switzerland, Australia, New Zealand, Canada India, Hong Kong and the Philippines.
Dr. Tibbits is currently focusing on what he truly enjoys: helping others perform at their best. He now serves as both an executive coach to corporate leaders as well as a performance coach to some of the worlds premier motorsport racers. His passion is to translate the latest research into applied best practice.
Brian Tribus is a graduate of West Point and of Harvard Business School and has a passion for teaching and learning from others. He has facilitated team building workshops and leadership discussions for a variety of organizations that include Citigroup, the NJ State Chiefs of Police, and a major Chinese computer manufacturer, Huawei. Brian taught leadership, management, and marketing courses at West Point and is a contributing author of Leadership Lessons From West Point. Through his experience in the Army, Brian has become a firm believer in the significance of emotional intelligence – its impact on leader effectiveness and team performance.
Over the course of more than 23 years in the Army, to include 3 combat tours in Iraq and Afghanistan, Brian has led soldiers and served on teams at multiple levels, most recently as the Communications Director for the North Atlantic Treaty Organization (NATO) mission in Afghanistan. Brian also managed Army Strong marketing programs that earned several industry awards.
Brian lives in Kentucky with his wife, April, and their four children: Chelsea, Cody, Emily, and Ryan.
A graduate of West Point and Harvard Business School, Mark Tribus’ passions are leadership development, team-building, and designing inspirational experiences that create lasting change. Mark served a twenty year career in the US Army, including Ranger/Airborne training, a tour at the Joint Special Operations Command, and a combat tour in Afghanistan during Operation Enduring Freedom.
Mark developed and taught leadership courses at West Point and Duke University. He regularly facilitates retreats for Young Presidents‘ Organization (YPO) as a YPO-certified facilitator and for companies interested in developing authentic, high-functioning, and effective teams. He has conducted over 200 unique team-building experiences for elite athletic teams, including the 2010 National Champion Duke Men’s Basketball and Lacrosse teams. Mark has designed and executed numerous leader development experiences/courses for business executives, doctors, student-athletes, MBA programs and college merit scholar programs.
Mark lives in North Carolina with his wife, Kimberly, and their two sons, Jake and Hunter.
Jim Warner’s entrepreneurial career began at age 29, when he founded a software company (Precision Visuals, Inc.). He evolved quickly from developer, to entrepreneur, to leader experiencing the full range of business transitions: high growth, team building, recessions, downsizing, restructuring, repositioning, succession planning and implementation.
Since 1995 Jim has worked with over 2,500 CEOs in multinational public companies, entrepreneurships, partnerships, and family businesses. As an adviser to top executives, he is an expert on how to expand their suite of leadership skills, while breeding enduring authenticity and collaboration within their teams. He is also the author of Aspirations of Greatness and Facing Pain-Embracing Love. Both were based on direct experiences with thousands of CEOs and company leaders.
Jim and and his wife Judy have been married for 34 years and live in Boulder, Colorado. They enjoy enriching relationships with their three adult children. Jim is an alumnus of the University of Michigan and Harvard Business School (OPM program). He is a member of World Presidents’ Organization and was a member of Young Presidents’ Organization from 1987 through 1994.
Diane Zile is a passionate, experienced leader who most recently held the role of Chief People Officer at OtterBox, a company frequently recognized for their engaging culture and innovative people practices. Previously, Diane co-founded the strategic business consultancy Whole Strategies. She has held senior leadership roles at McStain Neighborhoods and Level 3 Communications and has more than 20 years of strategic human resources experience at Fortune 500 companies, including YUM! Brands and Macy’s.
Diane’s areas of experience and expertise include Strategic Planning, Organizational Structure and Design, Culture Integration, Performance Management, Total Rewards, Communications, Diversity and Inclusion, Recruitment and Selection, Leadership Development, Training Design and Delivery, Executive Coaching as well as Mergers and Acquisitions.
Diane graduated with a Bachelor of Arts from Towson University and received her Master of Science from Johns Hopkins University. She is certified in the Paterson StratOp® and LifePlan® processes which were used extensively during her tenure at OtterBox to drive exponential growth and success. Diane is also certified in the DiSC, Emergenetics®, and Myers-Briggs Type Indicator (MBTI®) assessments that are used to improve team dynamics and maximize effectiveness. Diane has completed the ACTP Transformational Coaching Program with Blue Mesa Group and is pending certification as a professional coach with the International Coaching Federation.
Diane speaks nationally on the topics of organizational culture and employee engagement. She is a professional member of the International Coach Federation (ICF) and the National Speakers Association (NSA). She enjoys traveling with her husband David and hiking in the foothills with their pups, Hilo, Kahu & Kailua. She is passionate about theatre and the arts and serves on the board of the Boulder Ensemble Theatre Company. Diane also serves on the boards of the Denver/Boulder Better Business Bureau Trust and Hunger Free Colorado.
Jennie Hanson is a dynamic leader, with over two decades of experience leading businesses to extraordinary results and developing high performance teams to exceed organizational objectives. Jennie is an executive coach to many Senior Healthcare Leaders and incorporates her expertise leading all aspects of organizations including organizational development, cultural transformation and engagement as well as strategic planning and business development in her coaching.
Most recently Jennie was Chief Strategy Officer at Numotion, a complex rehabilitation technology company and prior to that, she was Executive Vice President of West Corporation, leading the Alerts and Notifications Division. Prior to joining West, Jennie was an executive with GE for over 20 years, most recently as President of GE Healthcare – Lunar, a division of GE Healthcare with global operations in Asia, Europe, North and South America and prior to this position Jennie spent 13 years with GE Healthcare in various key leadership positions.
Throughout her career, Jennie has led with the guiding principle that employee engagement is the enabler of business success. She and her teams have been recognized with numerous awards, including GE’s Executive Leadership award, GE Healthcare’s top growth award, and West’s Innovation Award. Jennie was Co-Leader of the GE Women’s Network for GE Healthcare, an organization focused on professional development of women. Additionally, Jennie has lectured globally on topics of business growth, leadership and disease management. Jennie guest lectured at Creighton University on business and served on the CCFA Regional Board of Directors for 4 years.
Jennie holds a Bachelor of Science degree in Applied Mathematics and Economics from Brown University. She lives in Nashville, TN with her family.
Known as an engaging speaker, trainer, executive coach, and consultant, Kim brings experience that ranges from facilitation and systems to leadership development, communication skills, and personal branding. Her easygoing style and sense of humor has made her a hit with audiences large and small for the past twenty years.
Kim has trained and coached over twenty three thousand leaders from Fortune 500 companies including Amazon, American Airlines, BMW, Boeing, CVS, GE, HCA, Kimberly Clark, Lockheed Martin, Nielsen, and Target, as well as worked on licensing deals with Warner Brothers, Disney and MGM. She understands the challenges of large organizations and uses her systems thinking expertise to inspire leaders to see the forest vs the trees. She was trained early in her career by Dr. Peter Senge, author of The Fifth Discipline. Kim’s work in systems thinking and life-long learning was included in Senge’s follow-up book, The Fifth Discipline Fieldbook (pg 502-504). Kim has been training leaders at all levels the tools and art of systems thinking inspiring them to integrate this approach to their personal and professional lives.
She has been a guest on the Entrepreneurial Podcast Network, The Big Idea with Donnie Deutsch and Start-Up Nation Radio. Kim has been featured in articles for Women’s Entrepreneurship Magazine, Ladies Who Launch and the Wall Street Journal. Kim was recently published in Women’s World Magazine and has a new book she co-authored with Jeff Black, Unleash Your BS (Best Self) Put Your Executive Presence to the Test. She will be publishing two new books in 2017.
She has extensive experience in learning simulations of varying degrees having invested over 10,000 hours of her life in design and support for adult learning experiences. Kim has designed programs for a multitude of organizations based on the fundamentals of adult learning theory.
Her business journey has taken her across the globe, to almost every state in the US, small towns and big cities coast to coast, and even included a walk down the red carpet at the Hollywood premiere of the Harry Potter movie, Order of the Phoenix. Kim’s invitation from Warner came as a result of an exclusive licensing deal she held for a Harry Potter product line.