COACHES | CONSULTANTS | TRAINERS
- Alton Martin16+ years of experience at the CEO level, and is a subject matter expert on contact centers.Alton Martin
Alton F. Martin has more than 16 years of experience at the CEO level, and is a subject matter expert on contact centers.
Martin provides CEO and board advising, senior executive coaching, and C-suite consulting. He leverages consulting experience gained in more than 20 countries across five continents to assist clients in improving the effectiveness of their contact centers. His expertise also encompasses outsourcing strategy and execution for customer-facing channels in verticals, including technology, transportation, and consumer goods.
Martin is the CEO of Spot Consulting LLC, which specializes in improving the margins and profitability of contact center operations. He also works as a program faculty member for the Center for Executive Education at the University of Tennessee, advising on the development of the University’s Vested Outsourcing curriculum and methodology.
Prior to holding the above roles, Martin was the CEO and co-founder of COPC Inc. from 1996 to 2009. There he created an international market for assessing and certifying contact centers and BPO operations. Over the course of his tenure, he also improved service delivery results, opened and developed international relationships, managed such clients as Microsoft and Adobe, and led major product development and deployment activities. He saved his clients millions by reducing costs, improving customer satisfaction, modifying training, and increasing first contact resolution rates. Typical engagements lasted several years and had values ranging from $250k to $500k per year.
An accomplished public speaker, Martin has spoken at innumerable conferences across the globe, including the BT Alex Brown Client Conference, the Outsourcing World Summit, and the TELUS International Customer Summit. His articles have appeared in the Journal of Strategic Performance Measurement and the Controller’s Advisory, among other publications. Martin holds an MBA from the University of Virginia and a BA from Tulane University.
- Andrew Rauch15+ years of executive experience, and has significant expertise working with and serving boards of directors.Andrew RauchManaging Partner
Andrew Rauch has more than 15 years of experience working with and serving boards of directors, CEOs, executives and business owners on matters of strategy, marketing, technology, compensation, business and capital development.
Andrew has jointly or independently served and advised more than 200 for-profit and not-for-profit organizations in industries including technology, training, real estate, telecommunications, consulting, professional services, banking and venture philanthropy. He is the Founder of ventureandphilanthropy.com, an advisory firm which provides LIFE Capital™ to the community of venture and philanthropy.
Andrew serves on the Advisory Board of SOLID Green Systems, Sales Overdrive, LLC. and is a Director with Common Steps.
Andrew earned a bachelor’s degree in accounting and finance from Pace University in Pleasantville, New York. Andrew is married to Sabrina, has three children and resides in Dripping Springs, Texas.
- Arie Brish18+ years of senior executive experience, serving in 2 CEO roles and 3 SVP roles, and has run P&Ls of up to $700M in revenue.Arie Brish
Arie Brish has more than 18 years’ experience as an accomplished leader and entrepreneur, holding various CEO roles and corporate GM tenures. He has executed multiple operational turnarounds including scaling business unit revenue from $288M to $710M in a four-year period, advancing the company market share from fourth to first position.
Brish achieved notable success by turning around a bad P&L situation during a major profit improvement project. Under his guidance, he saw a 24% margin gain during the two years he led the $200M business. In new product launches he achieved $30M–50M annual sales in a short ramp period and initiated a new products partnership program with over 40 successful introductions.
In fundraising, Brish raised over $15M in equity investments for multiple start-ups and more than $100M in funding and government grants for numerous corporate projects. His network extends to hundreds of international investment groups. Key skills include general management, mergers and acquisitions experience, revenue growth, crisis management and turnarounds. Brish’s domain experience includes Cleantech, hi-tech, IT, real estate, government industrial, non-profit and transportation. With a background in energy and technology, Brish has led six start-up organizations and has aggressively pursued cutting edge technology throughout his career.
Brish leverages his experience from multiple disciplines to achieve exceptional proven results. Thriving in difficult situations, Brish produces outstanding quantifiable results. He is a mentor in executive assessment, motivation and decision-making, combining his comprehensive and eclectic business acumen with strong multi-cultural skills and wide international experience.
As an executive coach, Brish offers action planning for fast-track development and leverages current opportunities to accelerate clients’ careers. His particular strengths lie in identifying and analyzing strengths and weaknesses, CEO and BoD evaluations, project management and strategic planning. He has experience in business development, funding, marketing, sales, M&A (on both the selling and acquiring side), and has a proven track record in company turnarounds.
Since 2008, Brish has been Director of U.S. Operations for Leviathan Energy, a privately held cleantech start-up, leading the company’s business development and marketing efforts. In this role he recruited several joint projects, negotiated supply-chain partnerships and worked with several academic institutes on joint research.
From 2002 to the present day, Brish has held a number of interim executive roles with various companies in investment, business development and operations.
From 2004 to 2008 he was CEO for Tehuti Networks, a VC-backed technology startup which he turned around to post-founding sustainability. He achieved significant global customer traction, negotiated six international channel partners and four global manufacturing outsourcing engagements resulting in a strong capital-efficient operation.
Earlier positions held by Brish include Co-founder and VP Marketing and Business Development with Conformative Systems and several senior executive positions with Motorola. From 1991 to 1994 he was Director of Marketing and Sales, and from 1994 to 2002 he held the position of Business Unit General Manager for business units ranging from $200M to $700M in annual revenue.
Brish holds a BSEE from Ben Gurion University, an MBA from Recanati School of Business at Tel Aviv University, and an Energy Technology certificate from the University of Texas, and has completed additional senior leadership programs at Motorola University. He is currently a member of the Wind Subcommittee and the Green Building Subcommittee with Texas Renewable Energy, was on the board of the Austin Marathon and acts as mentor for IBM Smart Camp and Wharton Business School.
- Aurelian Bukatko38+ years of experience in accounting, finance, leadership, and consulting, including 14 years as a CFO.Aurelian Bukatko
Aurelian Bukatko has more than 38 years of experience in accounting, finance, leadership, and consulting, including 14 years as a CFO.
Bukatko provides CEO advising, senior executive coaching, and C-suite consulting. His core competencies include financial and strategic planning, treasury cash management, business risk management, and company growth. He has worked extensively in both the U.S. and Europe, including a 5-year stint in Germany, and has demonstrated his skill in turnarounds, mergers and acquisitions, and the legal movement of corporate assets over international borders, including those of South America, Asia, and Australia.
Since 2011, Bukatko has been a CFO Consultant at Experis (formerly Jefferson Wells). He provides his consulting services to companies across the globe, including French, Japanese, Canadian, and American businesses.
He held his most recent CFO role (2007–2010) at the European / North American exploration and development company Northland Resources, Inc., where he also held the title of Corporate Secretary. He successfully moved the company’s assets and corporate headquarters to Europe and led the company’s IPO in three major stock exchanges. Thanks in large part to his work, Northland Resources is now running a billion-dollar program. From 2003 to 2006, he served as the CFO and SVP of Alfred Karcher USA, a leading provider of cleaning equipment. He led a successful turnaround, expanding the company’s big-box consumer client base / dealer network while maintaining exceptional levels of customer satisfaction and web sales development, distribution, and warranty management.
Bukatko took on his first CFO role, as well as the position of EVP, when he joined the international, 6,600-employee company Oxford Automotive (1999–2002). There he led the company in strategic acquisitions that grew it from $450M to $1B in eight months with eventual sales of $2+ billion. He also secured a $1B contract via e-commerce auction—the largest in the auto industry. His earlier positions included Corporate Treasurer of the $2.5B manufacturing company Hayes Lemmerz International, Inc. (1997–1999); International Treasurer of Subsidiary Finance Operations, and later Corporate Treasury Cash Management Director, of Lear Corporation (1991–1997), a spinoff of Learjet; and numerous accounting, budget, audit, and treasury positions in the Fortune 100 company Inland Steel Industries, Inc. (1975–1990). Inland Steel Industries is now part of ArcelorMittal, the world’s largest steel producer.
Bukatko holds an MBA in Finance & Accounting from Indiana University and a BA in Economics & German from Wabash College. He has also earned numerous certifications, including Certified Public Accountant, Certified Management Accountant, and Chartered Financial Analyst (Level 1 completion). Bukatko is fluent in English, German, and Romanian.
- Barry George29+ years of experience at the CEO, VP, C-suite, and director levels in companies ranging from $7M to $1B in revenue.Barry George
Barry George has more than 29 years of experience at the CEO, VP, C-suite, and director level in companies ranging from $7M to $1B in revenue.
George provides CEO advising, senior executive coaching, and C-suite consulting. His core competencies include sales, marketing, technology, relationship development, and team building. Throughout his career, George has led turnarounds for such major companies as Toshiba and Siemens, and founded business relationships between his companies and hundreds of Fortune 1,000 and Global 200 entities. His industry specializations include networking, communications, personal platforms, payment, professional services, security, and Internet marketing.
Currently, George is also the VP of Sales and Business Development at The SEO Engine and a Senior Coach + Advisor at Impact Ventures. He also recently served as Vice President of Global Sales at Wedge Networks. There, he built the sales processes, programs, and standards for the company’s global product launch, and established key partnerships with industry leaders. Before joining Wedge, he served as the VP of Sales for Zenius Mobile Payments Solutions. His last C-suite position was Chief Marketing Officer of CelLynx, where he saved 80% in operating costs by outsourcing sales and hiring contractors, and spearheaded a successful Internet marketing initiative consisting of 280,000 unique webpages.
At Toshiba America, George initially held the position of Channel Sales Director. After growing business from $14M to $43M, among other accomplishments, he was promoted to Enterprise Sales Director. He then led Toshiba America in a massive turnaround. He aggressively pushed sales of tablet technology to companies like PepsiCo, Oracle, Procter and Gamble, and more, and cornered 100% of Microsoft’s US notebook contracts. Sales more than tripled, growing from $48M to $156M.
Earlier, he worked as VP and General Manager of SMC Networks, with full P&L responsibilities. There, he designed, trained, and implemented new channel programs for 1,600 resellers. He held the same position of VP and General Manager prior, at Siemens Business Services. He turned this faltering $100M division around and restored it to profitability. Yet his greatest achievement may well have been the growth of D-Link Systems. While serving as the EVP of this then-$7M company, he grew sales to $480M, secured 800 Fortune 1,000 companies as customers, and spearheaded its successful IPO. George’s earlier roles include Regional VP of CORE International, Regional VP of CompuCom, Founder/CEO of Computerland, and Operations Manager of AAMCO.
George holds an MSM in Organizational & Leadership Development and a Graduate-level Executive Coaching Certificate, both from the University of Texas at Dallas. He also has a BA in Economics from the University of San Francisco. He is a Xerox Professional Selling Skills Certified Trainer, a Franklin Covey: Helping Clients Succeed Certified Trainer, and an International Coach Federation Certified Professional Coach. George serves on the boards of the No Limits Institute, a nonprofit organization, and Voice Assist, a public company.
- Bart Lauwers14+ years of experience as CIO and CTO of global public companies ranging from $900M to $10B in revenue.Bart Lauwers
Bart Lauwers has more than 14 years of experience as CIO and CTO of global public companies ranging from $900M to $10B in revenue.
Known as a P&L savvy technologist, Lauwers has significant proficiency in technology-fueled turnarounds and high-growth enterprises. He is a strategic IT leader with a 25-year record of excellence in solving business problems and accelerating growth, fast-tracking organizational maturation of IT, positioning companies for strong futures, and leading struggling companies in turnarounds. Lauwers has earned a reputation as a trusted advisor to corporate boards, CEOs, and executive teams.
Lauwers advises CEOs, CIOs, and corporate boards on best practices for delivering sustainable cost reduction, productivity improvements, and increased effectiveness through innovation. For the past year, Lauwers was Consulting Vice President at CareFusion, a $7 billion medical device manufacturer with 16,000 employees across 40 sites. He led an international organization of 400 staff and was responsible for global infrastructure, enterprise architecture, SAP, and establishing the information security practice.
From 2008 to 2012, Lauwers was principal of Genthree, an IT strategy consulting practice based in Austin, TX and Brussels, Belgium. There, he advised client executives in the high-tech, government, healthcare, financial, aviation, and digital marketing sectors on IT modernization, information security, technology scaling issues, big data, machine learning, cloud computing, and startup incubation.
Prior, Lauwers was Chief Technology Officer of Netmining (2007–2008), the Belgium-based industry leader in behavioral targeting. He directed global operations and developed patented algorithms for segmenting and qualifying leads. Through administration of R&D and IT, he improved margins by 85%, reversing a 5-year trend of loss and launching a major turnaround that led to acquisition. He outsourced non-core IT and increased product effectiveness by 2,600%, improving TCO and customer attachment. By establishing operations in the US, China, and Eastern Europe, he increased revenue by 1,700%.
Preceding Lauwers’ CTO role at Netmining, he was Division CIO with Cisco Systems’ Customer Advocacy BU (1996–2007), leading IT in the US, Europe, Asia, and Australia. This $10B business unit served Cisco’s global top 1,000 customers. Lauwers established trusted advisor relationships with executives and cut IT cost by 45% while growing service to 12 sites and 7,500 clients. While at Cisco, he led cross-functional teams of up to 460 members and directed R&D efforts, driving continuous improvement of delivered services. Lauwers also co-founded Cisco’s Information Security practice.
Mr. Lauwers is a Lean Six Sigma Black Belt and holds a Masters of Science in Advanced Information Technology and Business Management from the University of Wales. He has also received significant CIO-level executive coaching.
- Belinda-Leigh Hall15+ years of experience in finance at the VP, executive VP, and CEO levels of small, mid-size, and large businesses.Belinda-Leigh Hall
Belinda-Leigh Hall has more than 15 years of experience at the VP, executive VP, and CEO levels at small, medium, and large businesses.
Hall provides executive coaching, CEO advisory services, and C-suite consulting. She leverages her leadership experience in companies ranging from startups to multibillion-dollar businesses to assist clients in virtually all facets of senior management. Specialties include improving organizational performance, opening and developing markets, and developing businesses, teams, and individual executives.
Hall has served as the CEO of the Houston, TX–based firm BLH Financial Services, LLC since 2009, where she performs executive coaching and consulting. From 2010 to 2012, she was Senior Consultant of the $1 billion organization Sheshunoff Consulting + Solutions. There she developed and implemented $2.4 million in revenue enhancements and expanded growth capability by designing and launching electronic delivery channels and virtual branch offerings.
From 2007 to 2009, Hall served as Executive Vice President and Chief Deposit Officer for Green Bank, a startup. Within one year she increased bank deposit growth by 75% and asset growth by 63%. From 2004 to 2007, she held the position of Executive Vice President and Director of Treasury Management Services at Banco Bilbao Vizcaya Argentaria—approximately the fifteenth largest commercial banking entity in the world. There her initiatives brought in over $3 million in noninterest income and fee collection.
From 2000 to 2004, Hall worked at Guaranty Bank in the role of Vice President & Regional Manager of Treasury Management Services. There she triggered $35 million in savings and elevated noninterest income by 15%, 20%, and 30% in 2003, 2002, and 2001, respectively. From 1997 to 2000, she served in the same position at First Banks, where she improved noninterest income by 120%. Prior to this, her storied career included numerous positions at BankOne, JPMorganChase, and an investment consulting company.
Hall holds a Bachelor of Business Administration Degree from the University of Texas. She is a Certified Treasury Professional with a Certificate of Achievement from Rice University.
- Bert Turner16+ years of executive leadership experience in companies ranging from startups to $1B+ global entities.Bert TurnerBoard of Advisors
Bert Turner is a senior executive, with over 16 years of experience in management, sales, operations, M&A, alliance development and strategy. His expertise spans both public and private companies, from start-ups to $1B+ global entities.
Turner has particular expertise in P&L management, sales leadership, acquisition due diligence / integration, change management, organizational development, and alliance development. His subject matter expertise includes enterprise software and information management in the Energy, Manufacturing, Automotive and Government sectors. He has spent a significant portion of his career developing markets in the Middle East, Asia and Latin America. He is advising the CEO regarding growth of the SOLID organization.
Currently, Turner is VP, Insight and Supply Chain at IHS (NYSE:HIS). He leads the Americas business development for IHS CERA, IHS Global Insight, IHS SRIC, IHS Emerging Energy Research, Intermat and IHS Herold in Canada, US and Latin America. He has given presentations around the world on topics such as supply-chain best practices, climate change, greenhouse gas management and sustainability. Leading the sales due diligence on seven acquisitions and sales integration for eight of IHS’ acquisitions (2008–2010), Turner is helping to shape the future of IHS. Turner started at IHS via the acquisition of Intermat, Inc. in 2004 and since that time, he increased revenues by 294% and EBITDA from 0% to 33%. Turner has also led IHS delegations at the World Economic Forum – Summer Davos and the World Economic Forum – Middle East. In addition, he led the revenue generation efforts for CERAWeek 2010 and 2011.
Prior to joining IHS, Turner was the senior business development leader for SAT Corporation, a fieldforce automation software company based in Houston, Texas. Turner started and led alliances with IBM, OSISoft, Accenture, CSC, and Wonderware. Wonderware acquired SAT Corporation for $55M in 2008. Before that, Turner served as SVP, sales and marketing for iPath Solutions, a Houston-based e-business consulting firm, and VP of Global Shop Solutions, an ERP software firm focused on meeting all business management needs of custom manufacturing clients. He led the turnaround efforts in 2000, resulting in a new management team and strategy focused on document management systems consulting, leading to iPath Solutions being acquired in 2005 by Perficient, Inc.
Turner holds a Bachelor of Business Administration degree from Baylor University with a double major in management information systems and quantitative business analysis.
- Bill Mortimore24+ years of executive-level experience in the professional services and executive search industries and is a certified executive career coach.Bill Mortimore
Bill Mortimore has more than 24 years of executive-level experience in the professional services, information technology and executive search industries.
Mortimore delivers C-level consulting and coaching services for top leaders including executives, senior managers, and professionals. He offers career transition coaching by leveraging his experience in comprehensive individual assessment, the development of personal and highly effective strategies, collaborative action plans, and the refinement of resumes and interviewing skills.
Since 2009, Mortimore has served as managing partner and founder of Strategic Customer Solutions, LLC., a boutique executive recruiting and career coaching business serving companies and professionals in the information technology industry. From 2007 to 2009, he worked as Vice President of Global Infrastructure Technologies for MJM Global Search, an affiliate of Management Recruiters International (MRI Network), the world’s largest recruiting company with 1,100 offices in 39 countries. From 2001 to 2006, Mortimore served as Director of Worldwide Field Engineering for Quantum Corporation, a manufacturer of storage systems, where he was responsible for engineering support of new product qualifications for HP, Dell, IBM, Sun, EMC2, Tandberg, and StorageTek. From 2001 to 2005, he worked as Director of OEM Account Management for Quantum Corporation and led a team that qualified and launched new products for Quantum’s OEM customers that generated revenues of $924M for fiscal year 2003 to 2005.
Mortimore earned an MBA from the University of Denver. He is a registered advisor to CTEK, a Colorado-based non-profit organization that helps develop the entrepreneurial ecosystem of the Rocky Mountain region. He is also a veteran of the U.S. Navy with experience in advanced flight training and electronic warefare training, as well as a former member of the University of Denver EMBA alumni advisory board.
In Bill’s free time, he enjoys camping and boating with his wife, daughter, two sons, and their families, as well as following new developments in science and technology and meeting other business owners and professionals at networking events.
- Bill Weisbrod13+ years of executive experience leading turnarounds and managing P&Ls in multibillion-dollar oil & gas, power generation, and industrial companies.Bill Weisbrod
- Blair Garrou17+ years of executive experience, and as a venture investor, specializes in entrepreneurial innovation with software companies.Blair GarrouBoard of Advisors
Blair Garrou is a Venture Investor specializing in entrepreneurial innovation with software companies in the U.S. Midcontinent. His company, DFJ Mercury, has over $100 million under management and focuses on compelling and novel software and science-based start-ups. It is a partner in the DFJ Global Network of venture funds.
As co-founder and Managing Director, Garrou has guided DFJ Mercury to its current pinnacle as one of the most active venture funds for entrepreneurs, taking projects from the earliest stages of idea generation through company formation to market execution. He is also co-founder and board member of SURGE Accelerator, a mentor-driven program focusing on entrepreneurs seeking solutions to the world’s energy problems using software.
Garrou provides insight and expertise in venture capital, startups, and strategy. He is also an active mentor and investor with several seed accelerator programs throughout the central U.S. states including Brandery (Cincinnati, OH), Excelerate (Chicago, IL) and TechStars (Boulder, CO and San Antonio, TX).
Garrou has spent the last 10 years of his career focusing on funding, operating and incubating start-up technology companies, with particular emphasis on Consumer Internet and Enterprise Software. His current investments include Alert Logic, Fluensee, GameSalad, Graphicly, Kabongo, Performix, and ShareThis.
In 2005, Garrou co-founded and became Managing Director of DFJ Mercury, a $20 million Texas-based venture capital firm focusing on seed accelerator programs and start-up investments in the IT, advanced materials and bioscience sectors. The company has a particular interest in university spinouts and incubation, often investing before a business plan or management team has been formed.
Prior to co-founding DFJ Mercury, Garrou was CEO of Intermat, a leader in product information management software until its sale to IHS in 2004. He built on his experience as a Principal with Genesis Park, a Houston-based private equity firm, where he led investments in FuelQuest (acquired by Saracen Energy) and SAT Corporation (acquired by Invensys).
From 1999 to 2000, Garrou helped launch the Houston Technology Center, the largest tech incubator in the Southwest. He served as the Director of Operations and was instrumental in the formation of the Houston Angel Network, one of the largest angel investment organizations in the U.S. Garrou’s resume also includes his role as an investment banker with BMO Nesbitt Burns, after starting his career with Deloitte & Touche.
Beyond his involvement with DFJ Mercury, Garrou serves in advisory roles for UT Health, M.D. Anderson Cancer Center’s Friends of Integrative Medicine, and the Rice Alliance for Technology & Entrepreneurship. He is an Adjunct Professor of Management at the Jones Graduate School of Business at Rice University where he lectures on venture capital.
Garrou received a B.S. in Management with special attainments in Commerce from the Williams School at Washington & Lee University. He was named by the Houston Business Journal as one of its inaugural “40 under 40,” a recognition of outstanding business and community leaders under the age of 40, and is a member of Young Presidents' Organization.
- Bob Merz19+ years of senior executive experience in marketing, advertising, and communications.Bob Merz
Bob Merz has more than 19 years of senior executive experience in marketing, advertising, and communications, and has served in EVP, GM, SVP, and VP roles of these disciplines.
Merz provides C-Suite and VP-Level consulting in strategic marketing, marketing communications and product development. He is passionate about developing creative, strategic and tactical marketing initiatives that deliver significant, measurable ROI. Merz advises SOLIDleaders clients in how to grow their brand, leveraging his experience growing brands, which generated between $100 million and $3 billion in revenue.
Since 2008, Merz has served as Principal Consultant for Brandit Marketing, specializing in B2B and B2C brand marketing and business development for large, corporate clients and small businesses alike. From 2007 to 2008, Merz held was interim VP Marketing for Red River Tea Company. Prior to this, he was EVP of Strategic Marketing for Hot Stuff Foods, a $100M food manufacturer, where he led B2C and B2B brand and product development marketing. Earlier, he served as VP of Marketing and Advertising for 7-Eleven Inc. Prior to this, Merz served as SVP and GM of BBDO Worldwide – Houston, a full service advertising agency, managing the global Texaco account. As GM, he managed the P&L, led business development, and managed client franchisee-agency relations. Earlier Merz served as VP of Advertising and Sales at Pennzoil Companies, where he led global marketing efforts for multiple brands representing $1.9 billion sales. Merz began his career in 1975 with Anheuser-Busch, where he ran the $3B Budweiser brand and a $1.4B portfolio of eight target-specific brands.
Merz earned an MBA in Marketing and Finance and a Bachelor of Science Degree in Organizational Development from Southern Illinois University.
- Daniel Mueller30+ years of executive coaching and mentoring experience,working with the C-Suite and serving boards of directors.Daniel MuellerManaging Partner
Daniel Mueller provides coaching for leaders at every level. A pioneer of the leadership coaching industry, he is passionately dedicated to helping leaders become more effective in every aspect of their lives.
Since 1996, Daniel has coached more than one thousand CEOs, senior executives, and emerging leaders, the vast majority of whom have had transformational results. Thanks to hundreds of participating clients in the mid-80s, early 90s, Daniel developed, a proprietary coaching methodology which has now been validated over the past two decades and used worldwide by numbers of other professional leadership coaches.
Daniel is now designing an advanced coach-the-coach system to teach leaders how to reproduce themselves and grow future leaders.To support this system, Daniel created the SOLID Talent Accelerator Process (TAP), a cloud-based solution for developing next-generation emerging leaders.
From 1990 to 1996, Daniel served as President and CEO of Solid Foundation International Inc., an organizational design and development consultancy. There, he conducted numerous organizational, departmental, and team assessments.He also led many team-building and organizational improvement initiatives. Daniel designed and administered hundreds of qualitative, interview-based 360° assessments for one-on-one coaching clients. He then created individualized leadership development plans which consistently produced excellent results. During this time, he authored curriculum for corporate universities, including “Training Skills for Leaders”(on how leaders learn) and “Service BUILDS Sales”(on how leaders sell), and more than one dozen rapid-read white papers on critical success factors for leaders. Daniel also created numerous leadership development courses and produced dozens of articles on related subjects.
From 1986 to 1990, Daniel was President and CEO of MAI, a regional management consultancy. This role gave him advanced education and experience in organizational design and development.MAI was acquired in 1990 by Organizational Leadership and Development, Inc. After this sale, Daniel left to create the SOLID suite of companies. Prior to this, from 1982 to 1986, Daniel was President and CEO of Wellness Consulting, Inc., a management training and development firm specializing in the healthcare industry. During this time, he gained expertise in the behavioral sciences, learned curriculum design, and developed the first part of his executive coaching methodology. Daniel began his career in 1975 as a personal trainer and fitness coach.
Daniel is gratefully married to the woman of his dreams, and has three awesome daughters and three wonderful granddaughters.
- Career Advancement/Planning
- Performance Improvement
- High Potential Programs
- Leadership Development
- Onboarding New Hires
- Relationship Improvement
- Team Coaching
CEO / Senior Leader Advising
- Board Management
- Executive Team Performance
- Organization Design
- Organization Development
- Succession Planning
- Strategic Planning
- Christian Non-Profits
- Financial Services
- Information Services
- Oil & Gas
- Private Equity
- Professional Services
- Venture Capital
Areas of Focus
- 1:1 Leadership Coaching
- Non-Profit Leader Coaching
- Emerging Leader Coaching
- David Adams19+ years of senior executive experience as a CEO, COO, CIO, and SVP, and is now a professional coach to the C-suite.David Adams
David Adams has over 17 years of senior executive P&L experience in major, global corporations and has held significant CEO, COO, CIO and SVP roles.
Known for his business acumen and change management expertise, Adams is a customer advocate who blends companies’ needs with leading-edge technology solutions. A diverse group of firms have relied on him to replace underperformers and increase bottom-line margins and profits.
Adams is SVP of Services at Axway, a $300 million global software provider. He is presently growing revenue by an average of 19 percent for such firms as Chase Bank, Wells Fargo, Sony, Kraft, Humana and AstraZeneca.
Adams is a change agent and a leader among executives spearheading the design and implementation of global cloud offerings. In locations in dozens of countries, he has been responsible for staffs ranging into the thousands and income in the hundreds of millions of dollars. Working with budgets in excess of $75 million, Adams has both cut and controlled costs while increasing margins and profits. His judgment has earned him the respect and trust of many presidents and CEOs.
From 2002 to 2009, Adams helped lead Sterling Commerce, a $600 million e-commerce and security solutions firm. He was continually promoted to positions of increased responsibility and authority, culminating with his appointment as SVP of Operations & Support. Entrusted with 70 percent of the revenue and 40 percent of the staff (1,100 in 17 countries), Adams improved margins by 10 percent across the board, with some reaching as high as 81 percent. Customer satisfaction grew under his handling of acquisition activities, driving professional services revenue from $22 million to $120 million.
Previously, from 2000 to 2001, Adams was COO of SCA Technologies, a start-up delivering consulting solutions for ERP implementations.
Adams led Fujitsu ICL’s IT team as VP from 1994 to 2000. In addition to the traditional CIO role, he also managed application support and oversaw an internal help desk that provided outsourced assistance functions for ICL customers and partners. While there, Adams started an outsourcing unit that offered e-procurement solutions to the high-tech industry.
In 1993, Adams became President of Checktronic, a North Texas–based check authorization firm, with a mandate to position the long-term loss leader for sale. Under his guidance the company turned a profit in 90 days, resulting in a successful divestiture.
Prior to Checktronic, from 1990 to 1992 Adams led start-up Viata’s IT, development and delivery teams in developing and deploying early frequent-shopper programs for the retail sector. From 1985 through 1989, he was in charge of all technology operations for Hall-Mark Electronics, where he directed the electronics distributor’s data center.
In 1982, Adams joined what is now Unisys as a systems engineer. He began his career in 1981 in direct sales of computer-related supplies for Wallace Business Forms of Dallas.
Adams holds a BBA in Marketing from the University of Texas at Arlington.
- David Guthrie20+ years experience in a broad array of industries with expertise in business development and growing top-line revenue.David GuthrieBoard of Advisors
Results-oriented sales executive with over 26 years of demonstrated leadership in business development and sales of complex solutions, which include target market development, marketing campaign strategies, solution design, and execution oversight. Notable expertise in team and organizational development with proven ability to effectively target and close premium revenue-generating business both in direct and channel-based models. Extraordinary ability to lead teams in the penetration of target business while developing relationships with key decision makers at all levels of an organization. Reputation for inspiring client confidence to deliver results beyond established expectations.
- Pragmatic decision maker who inspires confidence and trust of others
- Perennial leader with a contagious winning attitude in business and life skills
- Expertise in establishing and maintaining key client executive and "user-buyer" relationships
- Ability to identify client business objectives and challenges and deliver executable strategies that exceed expectations
- Seasoned, professional presenter in small and large forums
- Skilled negotiator in complex service and solution agreements
- David Hughen19+ years of executive experience in HR, including time in 3 roles as VP of HR. He specializes in startups and early-stage companies.David Hughen
David Hughen has over 19 years of experience driving creative human resource strategies and solutions.
Hughen is focused on optimizing employee commitment and productivity. He links his clients' strategic business goals to all engagements, and measures results in concrete ROI metrics tied to top line and bottom line performance.
Hughen believes barriers to employee commitment and productivity are often a result of organizational issues such as broken compensation and reward structures, vague job descriptions and expectations, and ineffective recruitment methods, to name a few. He advises organizations in proven methods to effectively identify and address barriers to optimal organizational performance. Hughen designs systems and processes that drive his clients' ability to maximize productivity. He measures his success by the tangible, measurable outcomes of improved revenue generation and operational efficiency. He also addresses soft skills issues such as total quality leadership, organizational communications, and employee training. Hughen offers a wide gamut of advisory services in the fields of human resources and organization development and design.
Founder and head of AustinWorkNet, Hughen addresses the new work dynamic in post-recession times. Hughen believes that today, the best companies are approaching the relationship of work and people differently than in the past. He advises clients on how to best make that occur for maximum increases in productivity, employee satisfaction, and overall performance.
Hughen is a speaker and consultant to this new work environment. He is passionate about helping organizations think differently about their structure, their leadership, and their very definition of work.
Prior to AustinWorkNet, Hughen served as VP, Human Resources for HelioVolt, a next generation solar company. Previously, he was VP HR and Administration with ClearCommerce while also providing advisory services to a range of VC-led firms in the Central Texas region—which led to the eventual formation of AustinWorkNet. Hughen joined ClearCommerce from Exterprise, where he served as VP, Human Resources and managed the successful acquisition of Exterprise by Commerce One. Prior to Exterprise / Commerce One, Hughen oversaw human resources for Applied Materials-Austin. In that capacity, he managed Applied’s explosive growth to more than 3,500 employees. Before Applied Materials, Hughen managed H.R. operations for NEC Electronics in California. His emphasis on H.R. metrics led to a scorecard methodology for better understanding the health of the organization.
He holds Bachelor's and Master of Science degrees in Human Resources and Organization Development from the University of San Francisco. In addition, Hughen is chairman of Communities in Schools’ Leadership Circle (Advisory Council) and is a board member of Workforce Solutions.
- David Johnson29+ years of C-level experience, including CEO, COO, and CFO positions in public and VC-backed companies ranging from startups to businesses with up to $1.7B in revenue.David Johnson
Dave Johnson has more than 29 years of C-level experience, including CEO, COO, and CFO positions in public and VC-backed companies ranging from startups to businesses with up to $1.7B in revenue.
Johnson provides CEO and C-suite advising and consulting. He also serves in interim CEO, COO, and CFO positions. Johnson has led in high-growth environments, pushed startups through to their IPOs, and driven successful turnarounds. His subject matter expertise includes financial planning and analysis, M&A and integration, business risk management, and strategic planning. Other core competencies include project management, teambuilding, and process engineering.
Johnson is a managing partner of C2 Solutions LLC, a COO and CFO consulting firm dedicated to improving profitability by developing new processes and operating plans for client companies. He also recently served as the CFO of American Gaming Systems. There he coordinated a $150M high-yield bond offering and a complete audit. Prior to this, he was a founding partner of Catapult CFO Partners, providing consulting to CFOs of troubled companies in the US and Europe. Two of his notable engagements there include negotiating $115M in private-equity funding commitments while serving as an interim CFO, and providing tactical support for the CEO of a national medical billing mitigation firm. He launched his career in consulting and interim executive service at Tatum LLC. During his time there, he led the NYSE IPO of a $1.5B firm, integrated 14 merged companies to create Encoda Systems, and led the successful turnaround and sale of Encorp, Inc. while serving as its CEO and CFO.
Prior to this, Johnson was the SVP and CFO of Evolving Systems, Inc., the SVP and CFO of Sodak Gaming, Inc., the President of Zentec Corporation, the SVP, GM, and International Systems Division CFO of Bank of America, the Finance Director and IT Manager of Sprint (for which he was one of the founding members), and a staff accountant/auditor at KPMG Peat Marwick.
Johnson’s education includes a Ph.D. (ABD) in Public Finance, an MPA in Organization Behavior from the University of Southern California, an MBA in Finance from the University of California, Berkeley, and a BA in Accounting (minor in Electrical Engineering) from the University of Washington. He is a CPA and has served on the boards of directors of several nonprofit organizations.
- David Santeusanio25+ years of experience in the health management, health promotion, wellness, and work productivity industry.David Santeusanio
- Don Sabathier22+ years of senior executive experience in HR including 2 roles as VP of HR, one of which was in a company with over $1B in revenue.Don Sabathier
Donald H. Sabathier is a senior Human Resources executive with more than 22 years leadership experience in seven different industries, both private and public.
Sabathier leverages his business and operations acumen to drive organizational efficiency and effectiveness. His management competencies span the gamut from setting and executing strategic corporate vision to hands-on delivery of leading-edge HR technologies. He provided internal coaching and counseling for managers and executive leadership while with several different industries.
Sabathier is known for his ability to analyze and diagnose organizational challenges and to provide accurate, timely and successful solutions. Currently, Sabathier is providing C-level HR management consulting.
Prior to 2009, Sabathier was VP of HR for Vanco Energy Company, a $1 billion, privately held oil & gas exploration company with operations in West Africa and Eastern Europe.
Before his role at Vanco, Sabathier was Director HR / Compensation & Benefits for Intermet Corporation, a privately held, global $750 million metal casting & manufacturing organization with twelve plants in the US and three in Europe.
Previous to this, Sabathier was VP of HR for Magnum Hunter Resources, Inc., a $494 million dollar oil & gas exploration and production company with domestic land and offshore operations.
From 1998 to 2002 Sabathier was Director, Compensation & Benefits and Director of HR for NorthWestern Services Group, a $1.1 billion dollar diversified company providing electric and gas distribution, energy services, HVAC and telecommunications.
Earlier in his career, Sabathier’s assignments included leadership positions with Pinkerton Security & Investigative Services, U.S Army, Saudi Arabian Marketing & Refining Company, Occidental Petroleum, and Helmerich & Payne, Inc.
Sabathier holds internationally recognized HR certifications in: Senior Professional in Human Resources, Global Professional in Human Resources, Certified Compensation Professional, Certified Benefits Professional, Global Remuneration Professional, Certified Retirement Administrator, Certified Retirement Counselor and Certified Security Supervisor.
Sabathier & Associates provides Human Resource consulting for public traded and privately owned organizations needing interim HR leadership or project based advisory services.
Sabathier & Associates designs and implements successful programs that reduce costs, create greater efficiency, increase shareholder value, establish vision & strategy, execute plans & objectives that will create competitive advantage.
Sabathier earned a B.S. in Business Administration from William Carey University, an MBA from Nicholls State University (Honors) and is currently pursuing a Doctorate in Business Administration with emphasis in Management and Organizational Development from Northcentral University.
- Ellen Kramer29+ years of marketing experience in key leadership and CMO roles for startup, middle-market, and high-profile corporations.Ellen Kramer
Ellen Kramer is a senior executive with nearly 29 years of marketing experience in key leadership and CMO roles for startup, middle-market, and high-profile corporations.
Morris has an intense focus on growth goals and customer value. She provides executive advising and coaching to CEOs and heads of marketing in both public and private companies in a wide variety of industries. Kramer has particular expertise in: Strategic Planning, Database Marketing / CRM, Customer Acquisition and Lead Generation,
Loyalty, Brand Development, Digital/Social, Corporate Communications, and Consumer Insights.
Kramer is a high energy, results-focused business leader with a track record of providing vision, mentoring and leadership to drive profitable growth for companies such as AOL, Quiznos, Blockbuster/Dish, Time Life and USA Today as well as running her own consulting business.
Prior to becoming an executive advisor and coach, Kramer was Vice President of Marketing and led AOL’s phenomenal growth from 1994–2004, increasing net domestic membership by over 19 million and delivering $3B+ in annual net revenue. These efforts were recognized as the #1 contribution to growth and included database modeling, new market and partnership development, alternative media and international joint ventures in South America, Europe and Asia.
As Chief Communications Officer for Quiznos from 2009 to 2011, Kramer initiated the USA Pro Challenge international bike race (now entering its 4th year) by forging extensive public and private partnerships. She turned the tide of sentiment towards Quiznos in the press and social media, nurtured franchise owner communications and grew qualified leads by 30%.
As a CEO and CMO Advisor to small and middle-market companies, Kramer helps increase market presence and grow customer value. She inspired significant change for Group, a $60M “Christian experience creator” through company-wide brand repositioning and management coaching, resulting in a new franchise product. Most recently, she was CMO for another Steve Case startup in the Revolution brand portfolio, Portico Club, where she tripled qualified leads, launched significant new partnerships and led consumer insights for strategic change.
A graduate of Duke University, Ellen began her career at an advertising agency in Washington, DC before joining USA Today’s growth team in 1988.
- Frederick Haught29+ years of experience as a senior executive for companies ranging from startups to $9B global entities, much of it gained in international markets.Frederick Haught
Frederick Haught has more than 29 years of experience as a senior executive for companies ranging from startups to $9B global entities, much of it gained in international markets.
Haught provides CEO and board advising, senior executive coaching, and C-suite consulting. He has a deep background in oil & gas production and services and various advanced technologies including: information technology, satellite and communication, geophysical sciences, nanotechnology, advanced physics, and biotechnology. He has also played major roles in founding companies and spent years in oil & gas industry consulting, services, and manufacturing. A global executive, his career has taken him across four continents, with extensive work in the Middle East. His specializations include business development, corporate development and transformation, mergers and acquisitions, strategy development, and market and opportunity identification.
Haught is vice president of Al-Rushaid Group and head of Al-Rushaid Technologies, business units of the $4B Al-Rushaid Group, one of the top ten industrial conglomerates in Saudi Arabia. He recently developed, and is currently managing, more than 7 new joint-venture relationships. He also orchestrated a $150M sale of oil & gas drilling assets and outsourcing of the workforce for provisioning the assets to deployment in Saudi Arabia and Iraq. Prior to taking on his current roles, he was the vice president of business development, strategy, and acquisitions, with responsibility over corporate strategy and business units worth more than $200M.
Prior, he served as vice president and practice leader for oil & gas in the Americas for Infosys, a $2.8B company providing a wide range of services to the energy and manufacturing industry. Some of his achievements there include closing an $8M contract for improving the largest refinery in North America; managing business relationships with such companies as ExxonMobil and Valero; and developing a deployment plan for entering untapped Latin American markets. He also served as the oil & gas practice leader for the $9B oilfield services company Schlumberger, where he drove $50M in sales over 3 years.
Haught founded the systems integration services company Team1 International in 1990. He served first as its president and later, after the company was acquired by a European consortium in 1999, as managing director and board member. Team1 grew to $20M by the time of his successful exit and through several successive acquisitions was ultimately acquired by Microsoft in 2002. This success was partially due to his experience as cofounder, VP, and board member of Lante Corporation, an Internet services and IT company that made its IPO at $1.1B.
Between founding and leading those two companies, he worked as the COO of BSG / IT, a provider of IT and systems integration to the oil & gas and manufacturing industries. Haught’s strategies, business plans, and investment acquisition led to BSG’s continued growth and eventual sale at $300M. Haught’s other career experience includes work in consulting with Andersen Consulting and Ernst & Young – Middle East, and in oil & gas with Dow Chemical and Satyam.
Mr. Haught holds an MBA in Finance and Quantitative Business Analysis from the University of Cincinnati and a Bachelor of Science from Case Western Reserve University. He is a member of the Society of Petroleum Engineers and the Houston Petroleum Club, and serves several companies on boards of directors and in advisory roles. Haught lives in Saudi Arabia and Bahrain.
- Greg White25+ years of executive leadership experience at the VP, SVP, and COO levels of public companies in the technology space.Greg WhiteBoard of Advisors
Greg White has more than 25 years of experience at the VP, SVP, and COO levels of public companies in the technology space. He has particular expertise in turnarounds and operations leadership. White applies these talents to consistently achieve exponential growth of sales and profits.
Known for his unique blend of P&L abilities and business development acumen, White is advising SOLIDleaders’ CEO in best practices of growing the organization.
Since 2011, White has served in a leadership capacity, covering North American Central Region Sales for Taiwan Semiconductor Manufacturing Company (TSMC). Here, he is capitalizing on his high-level relationships with industry leaders such as TI, Freescale, Silicon Labs, ON Semi, Cirrus Logic, and numerous start-ups to position TSMC to achieve next-level performance.
Previously, White served as SVP and General Manager at Anadigics. There, he drove P&L in the RF Handset and Broadband businesses. He led development of their leading-edge Long Term Evolution (LTE) product family. He produced over 50 new products and defined their next generation Smart Power Amplifier architecture.
From 2006 to 2009, White held the position of Corporate VP and General Manager for AMD, a $2.5B global microprocessor business. He ran the Desktop and Embedded Division, during which he returned the Embedded business to profitability. He also developed the low power new form factor Desktop business, doubled global distribution and channel business, and directed design and development of key OEM Consumer Desktop platforms.
White worked in a series of positions with Motorola beginning in 1980. From 2002 to 2006, he served as VP and Senior Director of Operations, during which he ran Motorola’s Networking Communication Processor business. There, he affected a major turnaround and brought this $500M division back to growth and profitability. White provided leadership in the generation of two new products that made Electrical Design News Magazine’s top 100 most innovative products list. He restored Motorola to its place as a significant player in the communications processor business. He also led the acquisition of Intellectual Property, was instrumental in spinning out Freescale from Motorola, and was ultimately responsible for 200 employees and a $500M networking and communications business.
In addition to his board role with SOLID, White has served on the board of directors for Theseus Logic, a start-up company, and was Chairman of the Board for Pico Design. He holds a B.S. in Electrical Engineering from the University of Nebraska and has completed advance studies at the Management Institute, University of Texas at Austin.
- Heath Dieckert17+ years of executive experience, is a certified executive leadership coach and senior executive of a management consulting firm.Heath DieckertManaging Partner
Heath Dieckert has more than 17 years of executive experience, is a certified executive leadership coach and senior executive of a management consulting firm specializing in transformational leadership development.
Currently, Heath serves as a Managing Partner with SOLID Leaders, LLC., which for three decades has been a pioneer in the executive leadership coaching, training and consulting space. There, in addition to delivering leadership, career coaching, and management consulting, Heath is the firm’s VP of Operations. Heath is passionate about helping leaders maximize their potential, and works at every level, from high potential managers to CEOs and their direct reports.
Heath’s unique coaching model helps leaders identify opportunities for improvement, change ineffective root behaviors and belief systems and obtain social proof that positive and permanent change has been achieved.
Heath has held six executive roles in two Fortune 50 companies and one start-up. As he prepared to enter the executive leadership coaching space, he studied with some of the best coaches in the world, including Marshall Goldsmith, through which he received his early training and certification. Heath has held key leadership positions at Hewlett Packard, Dell, and Booz Allen, where he discovered his passion for coaching and mentoring his fellow executives to help them improve their performance and achieve their goals.
From 2005 to 2015, Heath served in significant roles including Senior Director, IT Operations, Data Center Demand Management, and IT Architecture. Prior, to this, from 2001 to 2005, he held management leadership roles at Dell, and from 1999 to 2001, as a Senior Consultant at Booz Allen.
Heath holds a BS in Industrial Distribution, Engineering, Process Improvement, and Business Efficiencies from Texas A&M University. He is a certified Stakeholder-Centered Coach, GLOF 360 Degree Assessment Coach and a SOLID Certified Executive Leadership Coach.
He is passionate about being a great father to his two amazing daughters, is an avid Rock Climber and is training to become a sport pilot.
- Career Advancement/Planning
- Performance Improvement
- High Potential Programs
- Leadership Development
- Onboarding New Hires
- Relationship Improvement
- Team Coaching
CEO / Senior Leader Advising
- Board Management
- Executive Team Performance
- Organization Design
- Organization Development
- Succession Planning
- Strategic Planning
- Christian Non-Profits
- Financial Services
- Information Services
- Oil & Gas
- Private Equity
- Professional Services
- Venture Capital
Areas of Focus
- 1:1 Leadership Coaching
- Non-Profit Leader Coaching
- Emerging Leader Coaching
- Heidi Cottle27+ years of executive experience establishing and implementing business and employee benefit solutions for major US employers.Heidi Cottle
E. Heidi Cottle has more than 27 years’ executive leadership experience establishing and implementing a variety of business and employee benefit solutions for some of the largest employers in the United States.
Cottle delivers strategic advisory and coaching services by leveraging her experience in local and national health care reform, and establishing efficiencies through organizational development controls to bring margin improvement during difficult economic times. Cottle is currently an organizational consultant for employers on a local, national, and international basis.
Presently, Cottle is President of Organizational Development Solutions Worldwide (ODSW), a professional services organization providing a comprehensive range of business services, products, and solutions to help clients succeed by better managing finances and employees. Responsibilities include managing Fortune 500 to Fortune 1000 companies in a variety of business organizational capacities.
Cottle was previously the President of Intermountain Employee Services at CBIZ, Inc. a professional services company providing a comprehensive range of business solutions. Responsibilities included the inception of a National Federal Government Contracting Department of Labor (DOL) Prevailing Wage Division for CBIZ National Employee Services Division as a subject matter expert in administrative compliance for Prevailing Wage governance rules.
At the same time, Cottle has been active in Employee Benefits and Health and Productivity Management (Wellness) Solutions. She has been instrumental in local and national health care reform committees including specialized expertise in Department of Labor Wage & Hourly Division (DOLWHD) Prevailing Wage Compliance for Federal Government Contractors for the U.S. and its territories. Cottle maintains oversight of her own wellness company, BeneCare, which is designed to help employers focus on a holistic approach to employee health management. Cottle has designed, negotiated, and established Physician Hospital Organization (PHO) employer contracts in rural areas of Ohio, South Carolina, and Louisiana.
As an entrepreneur, Cottle owned and operated her own multi-state and national employee benefit firm, BeneCor. BeneCor was sold to CBIZ, Inc., a publicly traded company, in July of 2002. During her tenure at CBIZ, she served on various internal and external boards, including the American Benefit Council (ABC), ERISA Retirement Industry Committee (ERIC), and CBIZ Women’s Advantage. ERIC and ABC serve as national employee benefit and retirement policy committees for the Fortune 500 to Fortune 1000 companies in the U.S. CBIZ Women’s Advantage is a national program dedicated to mentoring and advocating women in their personal and professional pursuits.
Prior, Cottle worked as National Sales Manager for Health Benefits America (HBA), a national consulting firm where she was instrumental in establishing and implementing national managed care networks for some of the largest employers in the United States, including Xerox Corporation, Eastman Kodak, Marriott, Chevron, Holiday Inn Worldwide, and AT&T. Cottle began her career by internationally recruiting physicians to provide needed medical care to Third World countries and rural communities throughout the United States.
Cottle attended the University of Utah, and has earned specialized licensure as a subject matter expert and industry consultant in employee benefits and as an associate of risk management. Cottle is continuing her educational pursuits in other specialized industry designations. Cottle is a guest lecturer for state, local, and national organizations including Construction Financial Management Association (CFMA), University of Utah School of Business, and Clemson University School of Business. She is a committee member of the Utah License Examination Review Committee and was recognized as an industry leader in the National Association of Health Underwriters magazine’s July 1998 edition.
- Jan Erik Johansson19+ years of executive experience at the VP and director level, and 15+ years of management experience.Jan Erik Johansson
Jan Erik Johansson has more than 30 years of international experience as a change and information manager, technology deployment innovator and strategic marketer for a major player in the global energy sector.
The former longtime oil and gas executive is now President of JEJ Consulting in Houston. He also serves as Logica North America’s O&G VP and Practice Manager supervising 140 consultants. With SOLIDleaders, his engagements focus on transformation, integration, organizational change, M&A, and IT and operations strategy, primarily but not exclusively with O&G clients.
Johansson spent three decades with Schlumberger, a leading oil field services provider. In addition to the major oil companies, Johansson has worked with national and regional oil companies throughout the world. His assignments have included Asia, Europe, the Commonwealth of Independent States, Latin America and the USA. He retired in 2009 as technical consulting director for Schlumberger Information Solutions and formed his own consultancy.
Among his many projects have been risk-spending assessments in the petroleum upstream sector, planning for real-time drilling, acting as an engagement manager, field operation optimization, E&P subsurface operations improvement, a rapid technology roll-out, an E&P operations productivity assessment, performance improvement simulation, and IM/IT strategy development.
In addition to line operational management activities, Johansson led many IM initiatives at Schlumberger. These included development of the upstream IM project for Petroleos de Venezuela S.A., allowing the merger of three affiliates into one entity. He also oversaw the remote information management center for upstream data at SAGA Petroleum in Oslo, Norway. Johansson spearheaded development of a seismic interpretation system (Charisma), which at the time was a leading world-class system. He was instrumental in introducing oilfield IM to clients in Europe and the former Soviet republics and managed the attendant organizational changes.
In 2006, Johansson initiated and developed Schlumberger’s technical consulting group, expanding it from two to 27 people in 18 months. It eventually grew under his leadership to more than 50 consultants operating worldwide.
In 2001, Johansson was a principal in an O&G study conducted to help Schlumberger determine its downstream strategy. In 1998, Johansson was the account director for the company’s $74 million OMNES JV with Cable & Wireless. As such, he was responsible for Schlumberger’s operations and services including WAN, desktop outsourcing, LAN management, satellite communications and directory services. Johansson also evaluated a technical JV with a large independent oil company related to trading and scheduling in the feedstock supply chain.
In 1988, Schlumberger tasked Johansson with evaluating four BUs that were part of an acquisition. He recommended a divestiture and two spinoffs, persuading top management to retain and invest in what became Schlumberger’s still-profitable software arm.
Before joining Schlumberger in 1978, Johansson began his career with Ericsson as a business development manager for Indonesia in 1976.
Johansson holds an Engineering Degree in Electronics with a Transmission Technology Specialty from Polhelms Technical Gymnasium in Gothenburg, Sweden. He has taken courses in leading and managing change and strategic use of information technology at Stanford University; marketing management at Columbia University; technology advancement in European markets at the International Institute for Management Development (IMD) in Lausanne, Switzerland; and executive leadership at the Levinson Institute in Boston.
Johansson is an active member of the Society of Petroleum Engineers, Society of Professional Well Log Analysts, American Association of Petroleum Geologists and the Society of Exploration Geophysicists. He serves on committees of the Ocean Energy Center and is a member of the National Offshore Industry Association’s Public Affairs and Education Committee.
- Jay Griggs19+ years of leadership experience in the software, hardware, and manufacturing industries. She has held key roles in startup, mid-size, and Fortune 500 companies.Jay Griggs
Jay Griggs has more than nineteen years of leadership experience in the software, hardware, and manufacturing industries. She has held key roles in startup, mid-size, and Fortune 500 companies.
Griggs has particular expertise in marketing, sales, business development, and product management. In marketing, she has significant experience leading market research, strategic marketing, brand management, corporate events, and global channel marketing. Griggs has managed regional sales organizations in the professional services and technology industries. She also has significant experience in product marketing and product management.
Griggs provides executive advising and coaching to heads of marketing in both public and private companies in a wide variety of industries. She also provides career and life coaching to high potential executives.
- Jeannine Sandstrom34+ years of executive coaching and leadership development experience, and has served clients in businesses worth up to $250B.Jeannine Sandstrom
Dr. Jeannine Sandstrom has more than 34 years of senior executive coaching and leadership development experience, and has served clients in businesses worth up to $250 billion.
Dr. Sandstrom provides CEO and board advising, senior executive coaching, and C-suite consulting. A pioneer of the industry, she founded and led three national consulting companies and launched her own CEO coaching practice before joining SOLIDleaders. She is equally skilled in developing executives of turnarounds, startups, and already-successful firms, and specializes in working with high-profile leaders.
In 1996, Sandstrom founded the Dallas, Texas–based firm CoachWorks International, Inc. She continues to serve both as the company’s CEO and as a coach for senior executive leaders. A selection of notable successes includes advising the owner of a plateaued company on leadership style, approaches and ideas to result in a 70% year-over-year revenue increase within 18 months; coaching the SVP of a $1 billion global nonprofit to position herself for promotion to COO; and consulting with the president of a $25 billion organization to develop the results generated by his direct reports, resulting in his being chosen as CEO of the company.
Prior to this, from 1979 to 1995, she held the position of President of The Sandstrom Group, a private leadership development coaching, and change management consultancy. During this time she also held other roles, including General Manager and Senior Vice President at Lee Hecht Harrison, Inc. from 1992 to 1995. There she managed a five-state regional office and provided executive coaching and leadership development to the financial services and energy industries. From 1987 to 1991 she served as Senior Principal for King Chapman Broussard & Gallagher, coaching top management and board members on executive leader selection and team development. Earlier roles include Executive Vice President of Rhodes & Associates, Inc. (1982–1986) and Assistant Director for East Texas State University’s Center for Business Research and Professional Development (1979–1982).
Dr. Sandstrom holds an Ed.D. in Human Resource Development and Counseling and an M.S. in Human Resource Management and Marketing, both from East Texas State University. She also holds an M.Ed. in Education Curriculum & Instruction from Texas A&M University and a B.A. from Anderson University. She holds several executive coaching certifications including Master Certified Coach (ICF) and Certified Executive Partner (SOLID).
- Jerry Carmody25+ years of experience in executive-level sales, financial operations management, and estate and financial planning.Jerry Carmody
Jerry Carmody has more than 25 years’ experience in executive-level sales and financial operations management. He also has significant expertise in estate and financial planning, including institutional money management for several leading institutions and Fortune 500 companies.
Carmody leverages his experience in coaching and mentoring to deliver SOLIDleaders’ services to top-level executives and senior leaders, specializing in sales, prospecting and closing of high-end business deals. He has coached CEOs of major organizations and top leaders throughout the world. Carmody leverages his significant network of key influencers to help clients grow their personal networks. He is talented at understanding a client’s core behavioral and cognitive drivers, facilitating transformation and next level performance. Carmody also serves SOLID clients as a financial advisor, helping companies large and small to limit liability through custom asset protection strategies.
From 2007 to present, as President and CEO of the Carmody Group (a registered investment advisory firm), Carmody has offered advice on business succession planning, corporate recapitalization, asset protection, gifting, and deferred compensation plans in Texas. He specializes in family estate planning, from negative net worth to over $100 million, coordinating a team of advisors to help grow, protect and preserve wealth through generations. He also has significant expertise in private and institutional money management, financial planning, and insurance.
Prior to starting the Carmody Group in 2007, he held the position of Director of Training and Development, Managing Principal at Lincoln Financial Group – Sagemark Consulting from 2003. In that capacity he mentored and coached hundreds of advisors, certified financial planners, attorneys and CPAs in how to grow their practice while maintaining his own. Carmody worked with the Dallas office to generate over $25 million dollars a year in production and was consistently in the Top 5 nationally. He was on the board of the prestigious National Select Financial Planner Group where he selected, coached and mentored the best of the best.
Previously Carmody worked for Cigna Financial Group from 1997, who were later bought by Lincoln Financial Advisors / Sagemark Consulting. There he was an Estate/Financial Planner in the High Net Worth Group, having previously built a solid career in business banking and international credit with Autodesk in Sausalito, California. Carmody began his career in San Francisco in 1986 with senior management positions at Household Finance Corporation, Wells Fargo Bank, Autodesk, Gary Fisher Bicycle Corporation and West America Bank – Napa Valley. In Dallas he was Corporate Communication Manager for Nissan Corporate, then founded an Edward Jones Investments office in Colleyville, Texas.
As Founder and Chairman of Men in Transition (M.I.T.), a career, life, mentoring and coaching group, Carmody firmly believes individual, one-on-one coaching is the best vehicle for true, intrinsic change. He addresses each client’s particular needs and provides a customized array of resources, helping each reach their full potential. He is known for his passion in helping people gain the best possible careers and providing coaching services to faith-based organizations. Carmody has five predominant areas of focus in his life—God, family, ministry, work and mentoring—and is actively involved at Gateway Church, Southlake, Texas.
Key Board of Director roles Carmody holds include the Presidents Council at Dallas Christian College. He also serves on the board of directors at the Well of the Oath Legal Clinic. Carmody holds a Bachelor of Business Administration from the University of Oklahoma, Price College of Business.
- Jim Burr24+ years of experience as a mental health center executive and more than 36 years of clinical experience.Jim Burr
Jim Burr has more than 24 years of experience as a mental health center executive and more than 36 years of experience as a therapist and career counselor.
Burr is a leading global CEO advisor, C-level consultant, and senior executive coach. He provides individual, group, and relationship counseling. He also excels in career coaching. Leveraging his experience as an executive, career coach, and EAP consultant to companies, Burr’s client base spans from individuals to corporate entities. He consults with companies planning to implement employee assistance programs. For individuals, Burr provides life coaching, relationship coaching, career coaching, and crisis counseling.
From 2010 to present, Burr has served as the Clinical Director of Berryhill Center for Mental Health and North Central Iowa Critical Incident Stress Management Team. He has been instrumental in developing programs including Land O’ Lakes Employee Assistance Program, North Central Iowa Critical Incident Stress Management Team, and Trinity Hospice. Prior to this, from 1996 to 2010, Burr was Executive Director of the Berryhill Center for Mental Health.
Burr earned a Master’s Degree in Counseling and a B.S. in Psychology from Iowa State University. He has completed all work for a Ph.D. except his dissertation. Burr is a National Certified Counselor, a Certified Clinical Mental Health Counselor, and a Licensed Mental Health Counselor. He is a charter member of the Iowa Mental Health Counselors Association and served two terms as President.
On a personal note, Burr’s greatest passions include:
Family: His wife Anita, four children, three stepchildren and seven grandchildren.
Recreation: Traveling and otherwise spending time with Anita, golf, being with friends and family and singing with the Sonshine Singers (an interdenominational Christian group).
Community: Church and community groups interested in mental health issues.
- Joe Pack30+ years of C-level experience as CEO, president, and VP, and is known for his cutting-edge IT tactics, team building, and a “Lead by Example” mentoring approach.Joe Pack
Joe Pack has more than 30 years’ of C-level experience as CEO, president, and VP and has led dozens of organizations through cutting-edge IT tactics, team building, and a “Lead by Example” mentoring approach.
Pack specializes in executive coaching for high-potential leaders and junior executives. He also serves as an advisor to entrepreneurial CEOs in areas such as strategic planning, tactical execution, process selling, leadership, and team building. Pack has significant expertise in sales, sales management, sales training, manufacturing, and operations skills learned during his time in the U.S. Military.
From 2008 to present, Pack has excelled as CEO, president, and owner of Murphy Business, a business broker agency servicing companies with up to $25M in sales revenue. From 2000 to 2011, Pack assisted leaders in establishing KPIs within their organization – enabling them to achieve new revenue goals both on the top and bottom line.
During this time, Pack was also CEO of a midsize manufacturing company where he turned around negative EBITDA, achieved 20% revenue increase, and reduced employee turnover from 21% to 10% via implementation of monthly communication meetings and plant reviews. He also cut costs by 20%, direct labor by 18%, and scrap from 5% to 1% within one year – resulting in savings of $3M through investment in Six Sigma, Kaizen, 5S, and other process and best practice improvements.
From 2000 to 2003, Pack worked as VP of Sales & Marketing for Unimark Plastics, where he negotiated a $20M contract with the largest medical customer and re-invented the business process, allowing both companies to reduce the cost of doing business, and secured the contract for three years with automatic renewals. Pack has also led C-level groups and directed them to improve success in leadership, decision-making, and business profitability.
As an executive, Pack has had to make tough decisions to ensure the company makes its goals and objectives. With a keen eye from both the 30,000 feet level and the floor level, he has been able to create an environment within the organization that is focused on the betterment of all the stakeholders: the owners, Board of Directors, customer, employee, company management, and vendors/suppliers.
- John Ciulla15+ years of senior executive experience and has served in 2 CEO and 3 CIO roles. He has run P&Ls of up to $1B in revenue.John CiullaBoard of Advisors
John Ciulla is a senior executive with 15 years’ experience of full P&L responsibility in key leadership and CEO roles, and a 29-year track record of success in business development, operations, and IT. He has led multiple corporations as Senior Vice-President and Chief Information Officer, and was recently recruited by the President of Xerox Corporation to transform Xerox into a services-led company. At SOLIDleaders, he offers expertise in P&L, mergers and acquisitions, and change management.
As Senior Vice-President of Xerox Global Services since 2004, Ciulla has full P&L responsibility for 5000 employees in Document Outsourcing, overseeing all functions. He has grown earnings before interest and tax by 325%, increased revenues by 50% from $800 million to $1.2 billion, and created a new global strategy for high-end document services offerings. He led successful acquisitions of Amici (e-Discovery) and Advectis (electronic mortgage), and assisted with ACS Business Process Outsourcing totaling $6.5 billion.
From 2002 to 2004, Ciulla led Neogent, transforming it into a world-class IT services organization focusing on security for identity management. He directed sales and client growth, doubling company revenues in a year. He restructured the company and executed an exit strategy, selling Neogent to Sun Microsystems.
From 2000 to 2002, Ciulla was responsible for product, IT and real estate operations worldwide at Vignette. He coordinated acquisitions, sales, and marketing for twenty offices worldwide and oversaw development of complex web applications and portal software.
At IBM Tivoli Systems from 1998 to 2000, Ciulla was responsible for a $250 million budget and over 500 employees, reporting to the CEO. He oversaw worldwide customer support, launched an online marketplace business unit, and created worldwide customer-focused applications.
As VP and CIO at Entex Information Systems from 1992 to 1998, Ciulla transformed a product company into a services-led organization and created rapid growth from $1 billion to $3 billion. He was a key leader in acquiring Random Access, LEAD, and FCP Technologies, and devised an exit strategy with the senior team, selling services to Siemens and product to CompuCom.
Ciulla’s CEO, Operations, and IT experience are built on early business development experience. From 1980 to 1992, he was a business development star at EDS and Perot Systems, where he closed and maintained high-profile accounts, including a $250 million US Army account.
Ciulla has BS Management/Computer Sciences degree from St John Fisher in Rochester, New York, where he was named on the Dean’s Honor List all four years. He resides in Austin, Texas.
About Xerox Global Services: Xerox Global Services is the industry leader in document outsourcing services with more than 15,000 business professionals across 160 countries. This Xerox profit center helps companies optimize their printing infrastructure and streamline their communication and business processes to grow revenue, reduce costs, and operate more efficiently.
- John Comparin32+ years of experience as a human resources management and consulting executive.John Comparin
John Comparin has more than 32 years of experience as a human resources management and consulting executive.
Comparin provides CEO and board advising, senior executive coaching, C-suite consulting, and executive and organizational assessments. A world-class human resources specialist, he has managed HR challenges in companies undergoing everything from bankruptcy recovery to rapid growth, and has led due diligence and integration activities for numerous large-scale mergers and acquisitions.
Comparin is the president of the HR Consulting Practice of Travista Enterprises, LLC, a global human resources consulting service provider. Travista specializes in M&A activities, including due diligence and integration. It also provides advising on compensation, benefits, organizational development, employee retention, succession planning, and executive search.
Prior to joining Travista, Comparin served as the EVP of Human Resources and Administration for Global Crossing Corporation. He held responsibility for HR operations in 23 countries. This included managing dramatic changes while the company exploded in size from just 350 employees to 17,000 through domestic and international acquisitions. He played a major role in creating the strategies that pulled the company out of bankruptcy, overhauling the employee management program with new recognition programs and quarterly incentives.
From 1990 to 1999, Comparin was the SVP of Human Resources and Administration for Alltel Corporation, a provider of wireless and wireline communications and information management services. Alltel has 24,000 employees and operations in 17 countries. Comparin directed HR due diligence for acquisitions totaling $10B, managed HR issues for a $7B merger that added 4,500 employees to Alltel, and overhauled the company’s disparate health and welfare plans to create a single corporate benefits group and reduce expenses by $6M.
Prior, he was the Director of Human Resources for Maxus Energy Corp., an international energy corporation with 2,400 employees. There he developed and implemented a wide range of personnel and HR guidelines and reduced compensation and benefits consulting fees by 60%.
His earlier roles include VP of the HR management consulting firm Stehower & Associates, Corporate Employment Manager of Valero Energy Corporation, and Equal Opportunity Specialist of the General Services Administration, Office of General Counsel.
Comparin holds a BA in Government and Urban Studies from Texas Christian University.
- John Honeycutt25+ years of leadership experience in executive management consulting, providing advisory services to clients with up to $10B in revenue.John Honeycutt
John Honeycutt has more than 25 years of leadership experience in executive management consulting and marketing leadership, and has provided C-suite and SVP-level advisory services to clients with revenues exceeding $10B.
Honeycutt provides C-suite advising and consulting. His core competencies include market development and business growth, organizational change management, operational strategy, and third party independent verification and validation. He specializes in helping clients engage the emerging workforce, taking innovative ideas from conception to implementation, and elevating brand value.
Honeycutt served as the senior director of sales & marketing and marketplace development at Key Energy Services, an oil well servicing contractor with over 8,500 employees across the globe. Through his leadership, Key’s Central Marketplace generated $225M. He managed 42 direct reports, and indirectly led 1,200 employees in 60 locations. As part of the corporate offices, he led due diligence screening processes for 100+ acquisition opportunities, launched two new divisional brands, and managed award-winning marketing efforts in multiple industries.
Earlier, Honeycutt served as a senior manager of human capital & energy at Deloitte Consulting. There he directed a change management project team for a 12,000-employee client, and provided advisory services to several other Fortune 1000 companies. Prior to joining Deloitte, he was a senior manager of organizational change management & marketing at Capgemini Energy, playing a major role in the consolidation of 2,500 back office support staff into a single company. He spearheaded numerous change initiatives and culture transformation programs as part of a $3.5B IT/BPO outsourcing deal.
His first major executive position was as a partner and solutions practice director for CSC, a management consulting, IT, and outsourcing company. He led an enterprise-wide change management team for a $10B organization and sold an extended supply chain management program involving the US military and two major defense contractors. His earlier positions included senior consultant at Andersen Consulting, and petrophysicist at CoreLab / Western Geophysical.
Honeycutt holds an M.S. in Management, Computers, and Systems from Houston Baptist University and a B.S. in Geology from Wichita State University. He also holds an executive certificate in Industrial and Labor Relations from Cornell University, and is the author of “College Contract” and “Provocative Business Change.”
- John Reiland29+ years of senior executive experience, has served in 6 CFO roles, and is a board member of several for-profit organizations.John Reiland
John Reiland has more than 29 years’ C-level experience, has served in 6 CFO roles and sits on a number of boards in the telecommunications, software and retail industries.
Reiland leverages his experience to lead initiatives in capital and debt financing, systems development, acquisitions and divestitures. He uses his analytical and motivational skills to collaborate with management to improve profits, resolve variances, refine forecasts and identify opportunities for improvement.
Since 2011, Reiland has served as CFO for the Kabbalah Centre International. From 2008 to 2011, he was CFO at SingerLewak, a Top 100 CPA firm. From 2000 to 2007, Reiland was engaged by Edelman Financial Group (formerly Sanders Morris Harris Group, Inc.). His company portfolio included StarVox Communications, a $40M telecommunications provider where he served as CFO during its Chapter 7 liquidation. He also acted as Independent Restructuring and Turnaround Advisor for Ronco Corporation; U.S. Dataworks Inc.; New England Pantry Inc., a $61M convenience store chain, and IQ Services Inc, a start-up company producing handheld wireless tablets for HVAC industry technicians. Before that, Reiland served as CFO and Director for NEON Systems Inc., where he led the IPO launch. Earlier in his career, he was CFO of Charter Communications and held similar roles at WorldCom International in Switzerland and was CFO for Houston International Teleport. He began his management career at Price Waterhouse.
Reiland earned a BBA in Accounting from the University of Houston and attended Stanford Graduate School of Business. He is a Member of the AICPA and a Certified Insolvency and Restructuring Advisor. He currently serves as Chairman of the Audit Committee for Flotek Industries. Los Angeles Business Journal nominated him for CFO of the Year 2009. A CPA, he has significant turnaround and restructuring experience.
- Karen J. Hartnett23+ years of CHRO and senior executive human resources leadership experience within organizations with assets of $3.5B to $21B.Karen J. Hartnett
Karen J. Hartnett has more than 23 years of C-suite consulting human resources experience for organizations with assets of $3.5 to $21 billion.
Hartnett delivers CEO advising, C-suite consulting, and senior executive coaching for top leaders, with particular focus on CEO, CHRO, CMO and General Counsel positions. She leverages her career in financial services to provide business advice in various aspects of senior management in a broad array of industries including energy, professional services, and manufacturing. Hartnett is especially skilled in bringing executive teams into strategic alignment, and has significant expertise in succession planning and C-level meeting facilitation. She has directed every discipline of human capital management during her 40-plus year career.
Since 2001, Hartnett has been Principal of KJH Consulting providing strategic human capital advice to CHROs and other senior executives. She worked with Guaranty Bank, a subsidiary company of Temple-Inland, Inc., from 2001 to 2008—first as its primary human resources consultant and then as its Chief Human Resource Officer. As CHRO, she guided Guaranty’s spin-off from Temple-Inland, Inc., and took part in ringing the bell at the New York Stock Exchange. From 1991 to 2001, Hartnett led the HR team at Bank United in Houston, through its IPO until acquisition by Washington Mutual. She headed HR for Equimark in Pittsburgh from 1989 to 1991. From 1983 to 1989, she launched her banking career in Dallas with Republic Bank and rose to CHRO for the Interfirst/Republic merged company, First Republic, which sold to NCNB (now Bank of America) in 1989. Her earliest corporate experiences were with Zale Corporation in Dallas (1980–1983) and Mobil Oil Corporation in New York City (1976-1980), and she served six years in the administration at Sweet Briar College (1970-1976).
Hartnett earned her B.A. in English Literature at Sweet Briar College in Virginia and completed additional studies at the University of Michigan and the University of Virginia in business and education. She is a long-standing member of the Houston Ballet Foundation’s Board of Trustees and a Lifetime Member of the Houston Livestock Show and Rodeo. She has published articles in the American Banker, the industry’s daily newspaper, and in the ABA Banking Journal.
- Karen Morris16+ years of marketing experience in key leadership and CMO roles in middle-market to large, publicly held companies.Karen Morris
Karen Morris is a senior executive with more than 16 years of marketing experience in key leadership and CMO roles in middle-market to large, publicly held companies.
Morris has a 22-year track record of success as a brand visionary and thought leader with a key proven ability to deliver marketing solutions across a broad product portfolio. Morris has overseen global brands with several billion dollars in revenue and has run her own marketing consulting business, coaching c-level executives on aligning internal and external brand positioning and passionate purpose definition. She has exceeded goals in both large multi-national and small start-up environments.
Morris provides executive advising and coaching to heads of marketing in both public and private companies in a wide variety of industries. Her core competencies include: Strategic Marketing, Brand Management, Product Marketing, Account Acquisition/Expansion, Social, Mobile Marketing, Advertising, Content Creation, Media and Public Relations, Channel Marketing, Sales Promotion, Market Research and Product Management.
Presently, Morris is Vice President of Marketing and Communications at Bell and Howell. Previously Morris was President and CEO at Morris Worldwide Marketing, a marketing company specializing in the high technology industry. Morris provided executive-level marketing leadership, leveraging her consistent success in the strategic development and tactical execution of industry-recognized marketing initiatives in the telecommunications industry.
As Chief Marketing Officer at ZOS Communications, a position she held from September 2010 until August 2012, she built Platform-as-a-Service product and communication strategies for mobile, social and digital, ensuring local relevance and impact.
Morris was Vice President of Marketing at Sony Ericsson Mobile Communications, Inc. in North America. She has more than 19 years of management experience at Sony Ericsson and Ericsson, Inc., one half of the joint venture with Sony. Prior to her role as Vice President of Marketing, Morris served as Head of U.S. Channel Marketing where she managed all aspects of channel marketing functions and deliverables across Sony Ericsson’s wireless customer base, including AT&T.
During her time in the industry, Morris has overseen many campaigns that received honors from trade and industry associations and served on the Board of Directors for the Cellular Telecommunications Industry Association (CTIA) Wireless Foundation. Along with garnering two Summit Creative Awards, her initiatives have been honored by CTIA, The Public Relations Society of America (PRSA) and The Advertising Federation. Morris graduated from Georgia State University with a Bachelor of Business Administration degree in Marketing.
About Bell and Howell
Bell and Howell is a leading global provider of multi-channel communications solutions, providing messaging technologies for print, Web and mobile delivery. We dedicate ourselves to driving positive growth for our customers, and our suite of solutions are designed to be open and flexible, solve unique customer needs, and enable the highest quality and lowest cost production of relevant business communications. Supporting these solutions is one of the largest dedicated service organizations in the industry. Headquartered in Research Triangle Park, N.C., the company maintains development and manufacturing facilities in Wheeling, Ill., Rochester, N.Y., Dallas, Texas, and Waterloo, Ontario, Canada. For further information, please visit www.bellhowell.net.
- Kaveh Mir16+ years of senior executive experience as CEO and SVP, has sold 3 companies, and now works in executive assessment.Kaveh Mir
Kaveh Mir is a serial entrepreneur with more than 15 years of CEO and senior executive experience. He has started several businesses, grown them into multimillion-dollar operations, and led them through major transformational changes, mergers and acquisitions.
Mir provides occupational ability and behavioral assessments, executive coaching, CEO advising and consultative advisory. He has completed advanced certifications and training in the full gamut of senior executive and C-level executive assessments. In addition, he has significant expertise helping first and second-line managers to grow their skills in execution, relationship, management and leadership. Through SOLIDleaders, Mir provides clients with broad-based executive coaching, CEO advising and management consulting. He has particular expertise in over 11 behavioral and psychological assessments and plays a lead role in SOLIDleaders’ Executive Assessment Practice.
Mir launched his first venture in 1997 and has been in a number of executive and CEO positions since. His executive experience runs the gamut from project manager to the C suite. After shifting his focus from CEO roles to coaching and consulting senior executives, he completed in-depth training in the behavioral sciences, organizational design and organizational development. He acquired specialized knowledge regarding change management initiatives, corporate cultural transformation and best practices in how to ensure alignment with a CEO and/or Board’s business strategy.
In 1997, while an employee of the company, Mir acquired PSI2000 Ltd., a financially distressed software house specializing in providing Health and Safety solutions. He negotiated capital infusion with the lead investor and, as the newly installed MD, assembled a new management team, developed a customer retention strategy, created a financial model to ensure adequate cash flow, designed and took to market three new products and led strategic oversight of the company. Under Mir’s leadership, PSI2000 grew into a $1.6 million operation with only 10 employees and three managers.
Having taken PSI from a loss position to a 20 percent net profit, Mir sold the company for $2.4 million in 2008 and merged it with Ace, an asbestos mitigation and management firm. AcePSI Group now has more than 120 employees, a 10-member management team and annual revenues exceeding $9.5 million. As MD/CEO, he led all M&A activity including due diligence (with FD), commercial negotiations (with lawyers) and post-merger integration/restructuring.
During the past three years, through almost 20 engagements, Mir has advised and assisted several business organizations on a variety of topics including executive coaching, leadership development, organizational development and change, organization design, employee engagement, talent management, succession planning and team development. Mir began his career in 1993 as a developer and business analyst with Performance Support International (PSI), where he was attached to KPMG.
Mir earned an MBA from Cranfield School of Management (UK), as well as an MSc in human computer interaction and a BSc (with honors) in computer science, both from Queen Mary and Westfield College (University of London). He is a Fellow Member of the Institute of Directors, an ICF-certified coach, a British Psychology Association–certified User Test occupational ability and personality assessor, and a certified project manager.
- Keith Karlsen19+ years of C-level experience in sales, marketing, business development, and strategy, and as EVP ran a P&L of $300M.Keith Karlsen
Keith Karlsen has significant C-level expertise in sales, marketing, business development and strategy. During his more than 19 years as a senior executive, as an EVP he ran a P&L of more than $300 million.
Karlsen leads consulting engagements that leverage his broad functional background extending from product development and management to marketing, sales and sales management to general/executive management.
Much of Karlsen’s consulting focuses on strategy, business planning, market analysis and development, go-to-market plans, channel development, business analysis and due diligence. He also provides senior executive coaching in his areas of expertise.
Known for his business acumen and P&L management, Karlsen employs an inspirational leadership style. He is passionate about helping SOLIDleaders’ clients enhance incremental revenue and growth via aggressive development of new markets, channels, products, customers and partnerships. Karlsen is drawn to active involvement in an organization’s design and implementation of its overall strategy and direction, as well as its execution and implementation.
Karlsen is able to drive results by being adept at strategic negotiations and leveraging internal and external organizations. He combines these skill sets with market savvy and a strong business intuition to target organizational structuring in ways that accelerate growth and boost profitability. In recent years, Karlsen has created and managed new initiatives within existing companies that have produced double- and triple-digit revenue growth annually.
From 2002 to 2009, Karlsen was a senior executive at D-Link Systems. As EVP for North America, he oversaw an annual budget of more than $100 million and led a staff of more than 125. By developing new products, channels and markets, Karlsen drove D-Link’s strategy and successful execution into business markets, both SMB and enterprise, with more than 37 percent CAGR. He increased brand exposure and developed and expanded private label business. Total revenues across six channels exceeded $300 million, increasing 35 percent the first year and subsequently averaging 12 percent CAGR. Karlsen also started a sales organization in Mexico that grew revenues by more than 127 percent CAGR since its inception.
As D-Link’s SVP for Market Development, Karlsen built and directed two new divisions (OEM and broadband) and oversaw product management while maintaining responsibility for business development. He restructured both divisions and grew revenues by 45 percent and 37 percent CAGR, respectively. As VP of Business Development, Karlsen started a new business function and organization focusing on expanding U.S. business. He developed and managed key partnerships with suppliers in support of the emerging product strategy. Karlsen also negotiated key business agreements as product offerings expanded to take advantage of new market opportunities.
From 1998 to 2002, Karlsen served as Senior Director of Business Development and Strategy for Gateway. He created and managed a new business development and strategy team targeting emerging consumer and SMB markets by going “beyond the box.” As Director of Product Marketing, Karlsen was responsible for creating and managing a marketing team supporting a growing $4 billion product line. Key segments included SMB, education, and state and local governments, as well as enterprise accounts.
From late 1983 to 1998, Karlsen held several upper echelon marketing positions at NCR/AT&T. He began his career as a systems engineer in the Financial Services Division of EDS.
Karlsen holds an MBA from the University of Dayton and a BA in Economics from Wheaton College. He has completed additional masters-level management courses at the University of South Carolina, Pepperdine University, Northwestern University and Cranfield University in Birmingham, England.
- Lisa Robb24+ years of Fortune 500 executive experience in professional services, enterprise sales, marketing, channel building, and M&A.Lisa Robb
Lisa Robb has over 24 years of executive experience within the Fortune 500. She has significant expertise in professional services, enterprise sales, marketing, channel building and M&A. Mrs. Robb serves as senior consultant for strategic planning, marketing and organizational assessment, design and development.
Robb is a strategy consultant who has helped numerous multibillion-dollar corporations and high-potential subsidiaries identify, improve and implement corporate strategies. Adept at quickly shifting from strategic to tactical, she gets results by leveraging a hands-on style, strong process orientation, and project management expertise.
Known as a bleeding-edge “data geek,” Robb has a reputation as a thought leader in contemporary marketing. She is passionate about linking big-picture strategic thinking with actionable plans to get tangible results – improvement in top-line revenue and bottom-line profit. A tech-savvy innovator in Internet marketing, Robb’s channel sales, cross-functional marketing, strategic planning and executive management experience enable her to evaluate complex markets and identify gaps and opportunities in go-to-market and organizational strategies.
A Social Media Strategist certified by the Social Media Academy, Robb excels at assessing where and how social media create competitive advantages. She is a co-founder of the Social Business Consulting Group and founder of MarketBlender, a business strategy, marketing and social media consultancy. Robb holds certifications in Six Sigma Quality Training and Strategic Facilitation Training and has completed significant training in Executive Development at the Center for Creative Leadership.
From 2004 to 2009, Robb was VP of U.S. Marketing for SYNNEX, a $7 billion public company (SNX). As VP of Marketing, she was responsible for 35 staff and a $32 million budget, leading strategic and tactical partner, channel and end-user marketing initiatives. Robb led engagements with more than 100 vendor partners including HP, IBM and Microsoft.
During 2002 to 2003, Lisa was VP of sales for CP Internet and Telecom. A politically savvy, diplomatic change agent, she led an organization-wide cultural transformation into new services, achieving previously unthinkable margins ranging from 29-49 percent.
Prior to this, from 1995 to 2002 Robb was with GE IT Solutions, a $2.5 billion value-added reseller. For much of her time at GE, she served as VP of Outsourcing, Sales and Consulting. Robb created go-to-market and delivery vehicles, leveraging five newly acquired regional businesses and transforming the existing go-to market approach. In the first six months, she achieved record-breaking, multi-year outsourcing contracts with United Healthcare, Target and Medtronic; 12 months later, gross revenue topped $195 million.
As VP of Marketing and Business Development at GE Access, Robb led M&A due diligence and integration for three acquisitions totaling $2 billion in 18 months. As a marketing team leader, she spearheaded marketing solutions for 1,400 resellers and 25 manufacturing partners. Robb transformed lead generation and in six months doubled the close rate from 33 percent to 66 percent within a key growth initiative. As VP of Corporate E-Strategy And E-business, Robb saved $2 million annually by introducing electronic trading relationships. A versatile executive, she also led complex, cross-functional initiatives in strategic and operational planning in organization and processes, systems and tools, competitive positioning and financial performance.
Prior to GE, from 1985 to 1995 Robb served in a variety of management and leadership roles, including VP of Professional Services and Outsourcing, for DataServ, a BellSouth company, where she led a team of 350 employees. Robb began her career as a field engineer with IBM in 1981.
- Lise Hudson18+ years of VP-level sales management experience in the broadcast and online media industries.Lise Hudson
Lise Hudson has more than 18 years of executive sales management experience in the broadcast and online media industries.
A versatile sales leader, Hudson has a proven track record in start-ups, turnarounds and with high growth companies. Her career includes management responsibility during multiple acquisitions and sales involving both privately and publicly held companies. She is known for her business acumen and ability to inspire and instill passion in others.
Hudson provides advisory services to sales, marketing and business development executives and their direct reports. She is also available for interim sales leadership roles as well as full time employment for the right sales executive role.
From 2007 to 2011, Hudson was VP of Sales and Marketing for RMM Online Advertising. Hudson’s expertise in sales and marketing and sharp focus on revenue growth led to a 1,000 percent increase in gross revenue during a four-year period. Holding the line on expenses, she took out costs and increased overall profitability while managing a geographically distributed team of 20 sales leaders. Leveraging a strong background in marketing, Hudson created strategic marketing initiatives, which produced a 91 percent ROI between 2007 and 2009.
Hudson also served on the executive team that coordinated acquisition efforts culminating when LIN Media (NYSE: TVL) purchased RMM in October 2009. Continuing as Sales/Marketing VP, she provided executive leadership for online product and sales integration for LIN’s 28 television stations, interfacing with LIN’s senior management and 300 sales associates, producing 17 percent additional revenue.
Prior to her executive role at RMM, Hudson held the positions of General Sales Manager, Station Manager, and Director of Sales for Clear Channel Communications (OTCBB: CCMO) from 1997 to 2007. Overseeing as many as seven revenue streams at one time, her team consistently posted revenue growth while achieving and retaining top market share. Hudson successfully negotiated broadcast rights with the University of Texas, Dallas Cowboys and Houston Astros and implemented multi-streaming high school sports channels. In her role as DOS, she oversaw multiple station format changes and turnarounds and implemented a new yield management system.
Early in her career, Hudson demonstrated channel innovation in the fashion industry, where she was a buyer for one of the original designer discount retailers. She built a specialty wholesale business, representing clothing and accessory lines to high-end retailers. Hudson went on to start her own boys’ specialty store in Texas, and this unique concept created demand that led to expansion into markets throughout the U.S.
Hudson attended Menlo College and San Francisco State University, and is a member of the AMA and IMA. She mentors single moms who relocated to Central Texas after Hurricane Katrina and women entering the workforce for the first time.
- Mark Walztoni25+ years of experience as a Chief Human Resources Officer, human capital advisor, and executive coach assisting clients with M&As, turnarounds, and growth.Mark Walztoni
Mark Walztoni has more than 35 years of experience as a coach, consultant, and executive leading geographically, functionally, and culturally diverse corporate and entrepreneurial teams.
Walztoni offers CEO and board advising, senior executive coaching, C-suite consulting, and executive and organizational assessment. He specializes in assisting companies with assessing their talent, teaming, and productivity risks during M&A due diligence and integration, leveraging a combination of broad M&A experience and executive coaching and assessment skills.
Walztoni is the Managing Director of Sustainable Ventures Alliance, LLC. Through Sustainable Ventures, he assists inventors, entrepreneurs, and investors with technology commercialization, and provides human capital advisory services to private equity–funded ventures and professional services firms. His portfolio includes such clients as Adidas, Lockheed Martin, and Flywheel Ventures. He is also a cofounder, and the chief business development officer, of Lotus Leaf Coatings, Inc., a PE-funded company that commercializes coating technologies. There he launched the business development and marketing role and raised three rounds of private equity investments.
Prior to Sustainable Ventures, he was SVP of Human Resources for Thomson Prometric, a $310M business unit with 3,500 employees across 11 countries in the US, Australia, Asia, and Europe. He led the integration of Prometric and the subsequent acquisition of another $70M, 700-employee competitor. Additionally, he reduced HR labor expense by 40% while keeping voluntary turnover below 9%, implemented a new HR business partner model, and led major outsourcing efforts that resulted in additional cost reductions.
Walztoni held his first SVP of HR role at iGate Capital Management, Inc. When Walztoni joined, iGate had 6,000 employees and was transforming from a global systems integration company into an e-service / venture capital firm. To enable the transition, he recruited and onboarded more than 30 senior executives, including business unit CEOs. He also merged and integrated three businesses and increased their total combined revenues from $60M to $133M.
Walztoni has held numerous other senior executive and consulting positions. In brief, they include: VP of Corporate Development for Microstrategy, Inc., a $200M software and consulting company; Corporate Vice President of Human Resources for Computer Horizons Corp., a systems integration company (for which he developed and implemented due diligence and staff integration for 6 M&As); and director of HR, chief of staff, and Director of People Development – East / Great Lakes Region for Ernst and Young, LLP. He began his career at American Express Company, where he held various recruiting and generalist roles of increasing responsibility over the 10 years he served there.
Walztoni holds an MA in Organizational Psychology, with a concentration in Organizational Change and Assessment Methods, from Columbia University. He also holds a double-major BS in Business and Speech from Northeastern Illinois University. Among the 7 boards he has served on are those of the New Mexico Angels, the New Mexico Biotech and Biomedical Engineering Association, and the state International Coach Federation. He is a certified executive coach and senior HR professional, and is also certified by Hogan Assessments, Linkage Assessments, and Bridges Transitions.
- Mathew Krueper15+ years of executive leadership experience in sales and marketing with startup, turnaround and enterprise software companies.Mathew KrueperBoard of Advisors
Mathew Krueper is a sales executive with more than 16 years’ leadership experience, including a significant history of P&L general management and turnaround expertise.
Krueper is known for his ability to drive transformational sales performance for growth-stage companies, and he has a unique talent for being tactically detailed while casting a realistic strategic vision for the future. He possesses a deep knowledge of datacenter infrastructure software solutions and more than 15 years of experience in the software and storage industries. He is typically responsible for building sales teams and channel programs, as well as driving strategic partnerships.
Currently, Krueper serves as Western Region Sales Director for Worksoft Inc., a Dallas, Texas-based manufacturer of SAP test automation software. He is leading the sales reorganization by leveraging his experience in sales processes and models to find the right fit for Worksoft.
Before this, in June 2009, Krueper was recruited to Neverfail as Vice President of Sales for the Americas. As a key member of the executive team, he was the highest-ranking US-based employee. While there, he rebuilt the entire sales and marketing infrastructure and led the company to new levels of revenue growth, posting a year-over-year improvement of more than 50%.
Prior to Neverfail, Krueper served as Director of Sales – Western Americas for Double-Take Software, where he had served since 2001. In his eight years at Double-Take, he played a key role in the growth and development of the company. Most recently, he expanded the sales organization, grew sales revenues, and drove the company’s channel and partnership programs. As the first sales employee hired during a reorganization, he helped the company expand and build itself into a market leader in the Windows host-based replication space, resulting in an initial public offering in 2006.
Earlier in his career, Krueper served in various sales and sales management roles at Storage Networks, a provider of data storage software services to global businesses, Net-Tel Communications, a provider of internet protocol voice and data services to small and mid-sized businesses, and Midcom Communications, a provider of data networking services.
Mat is a 1996 graduate of Valparaiso University, where he received a Bachelor of Science degree in Business Administration and played quarterback for the football team. Away from work, Mat enjoys playing golf and traveling with his wife and three children.
- Michael Ames20+ years of senior executive experience in roles including CFO/COO, CFO/GM, and VP Finance & Administration.Michael Ames
Michael Ames has more than 20 years of upper-level financial, operational and consulting experience in the high-tech industry. He has overseen turnarounds, M&As and venture capital fundraising, with roles running the gamut from global marketing initiatives at a Fortune 100 company to growth strategies for start-ups and mid-sized firms.
Ames currently is COO/CFO of Jetalon Solutions, a California-based, international technology company. He manages day-to-day finances and operations and creates financial and business plans. Ames also is an independent financial consultant to growing international technology companies based in the U.S.
Ames is a strategic financial executive and GM with cross-functional expertise in business and financial analysis. He has created and implemented partner incentive and employee compensation programs, program marketing strategies and employee benefit plans. Ames has extensive high-tech experience, combining strong analytical skills with a “hands-on” approach and results-oriented business acumen to contribute positively to an organization’s bottom line.
Consistently forging strong business relationships with a wide range of internal and external customers, direct reports and "dotted-line" team members, Ames works collaboratively to achieve and exceed corporate goals.
As head of Crossover Business Services since 2007, Ames provides financial and operational consulting services including managing daily financial and operational activities, quantifying market opportunities and developing go-to-market strategies to support operational and financing efforts, as well as acquisition activities.
From 2003 to 2007, Ames was CFO/GM of Neogent, an Austin, Texas-based systems integrator and professional services company. He worked with the CEO to restore predictability and profitability to the cash flow position of its professional services business. This made Neogent attractive to prospective buyers, resulting in its acquisition by Sun Microsystems. Ames also led the due diligence team during the acquisition process.
Ames managed professional services planning and reporting for Vignette Corp., an enterprise software development and implementation company, from 2000 to 2003. Collaborating with the SVP of Professional Services during a period of substantial business decline, he helped develop and execute strategic financial plans that identified required reductions. Consequently, gross profit margins improved by 14 percent even as revenues fell 48 percent.
In 2007, Ames served as Finance/Admin VP at Inovawave, an enterprise software development start-up in Austin, Texas. His strategic modeling proved crucial in both cost reduction and capitalization. Ames’ models revealed the cash balance implications of a product schedule slip and supported a 50 percent reduction in resources, including outsourcing of financial operations. In two rounds, Ames used tactical and strategic financial modeling to raise more than $9 million in VC funding.
Ames spent more than 21 years of his career at IBM. In 2000, as a senior strategist for its Tivoli Channel Development and Strategy Division, he developed a go-to-market plan for use with newly acquired SAN software products. From 1997 to 2000, while senior manager of IBM/Lotus Business Partner Operations, Ames set up and implemented operational and financial objectives for IBM’s World Wide business partner sales and marketing organization. He led the effort to identify profitable “one-of-a-kind” industry solution candidates for creating “mass-customized” methodologies for primary marketing campaigns. Ames also supported operations of the $100 million BESTeam Business Partner software marketing organization.
In 1979, Ames began his career at IBM as an accountant before becoming a financial planning manager at a major manufacturing facility in 1982.
Ames holds an MBA in Entrepreneurship from the University of Texas at Austin and a BBA in Accounting and Finance from UT – El Paso.
- Michael Fabry19+ years of senior executive experience and has served in 2 CEO and 4 VP Sales roles.Michael Fabry
Michael Fabry has more than 30 years’ VP, SVP and CEO experience. He has led a number of turnarounds, served as interim CEO, and has significant experience in sales, marketing, and business development. Fabry leverages this expertise to advise, coach, and mentor entrepreneurs of small to mid-size companies.
Fabry specializes in executive coaching for high potential leaders and junior executives. He also serves as a CEO advisor to entrepreneurial CEOs in areas such as strategic planning, tactical execution, consultative selling, marketing, leadership, and team building. Clients have included Sun Microsystems, MTI, Microsoft Corporation, Cognos, and Oracle.
Fabry has particular expertise in marketing, sales, sales management, and sales training. Since 1997, Fabry has served as CEO of Sales Development Partners, which teaches sales managers how to use coaching techniques to improve performance. In this capacity, he also provided project-based management consulting, sales coaching, and “Total Shareholder Return” consulting for a wide range of organizations. In one instance he affected a 22% increase in sales for a software security company within nine months, and in another he revamped the sales organization at Seer Technology (hospitality industry), positioning the company for sale. He also saved a company from bankruptcy, and within a few years produced revenues of $8M, growing sales year over year by more than 25%.
From 2000–2007, Fabry held the role of CEO at Quadralay Corporation, a software provider of online publishing, data conversion, and system delivery solutions. He turned the business around, from a loss of $200K per month to profitability within the first year. By strategic change, promoting teamwork, and utilizing e-commerce, the company realized seven years of continual increase in revenue and 30% pre-tax profit.
Previous to this, from 1995–1997, Fabry served as VP Sales and Channels for Usoft. There, he successfully positioned the company for eventual sale to a British consulting firm. From 1993 to 1995, Fabry held the position of VP Sales and Marketing for Unisql, a database start-up funded by the Korean government. Prior to this, from 1991–1993, his role was VP of North American Sales and Channel Development for Gupta. Before that, from 1989–1991, Fabry was VP of Sales and Marketing for Netwise. He began his management career in 1989 with Relational Technology.
Fabry has authored and taught courses and workshops including: “Building a Repeatable Sales Model,” “Real-World Strategic Selling,” “Successful Prospecting,” and “Coaching the Coaches.” In addition he has provided market research studies, e-commerce assistance, process re-engineering, team building, market positioning and sales team management. Fabry holds a B.A. in Business Administration at the Western Michigan University Haworth College of Business.
- Mike Considine15+ years of executive experience, and is well known as a pioneer in the field of risk management.Mike Considine
Mike Considine is a seasoned executive well known as an early pioneer in the field of risk management. With more than 29 years of leadership experience in this area, he is a world-class leader in assessing and managing major industrial hazards. His particular expertise is in the oil and gas, chemical, nuclear, regulatory and insurance sectors. Considine combines technical know-how with strategic thinking to minimize risk and maximize profitability for his clients.
Currently, Considine provides management consulting through his private, global practice. His work with SOLIDleaders leverages his subject matter expertise, executive experience and broad knowledge of the organizational and operational aspects of major corporations.
Considine is able to effectively interact throughout corporate hierarchies, from highly technical experts all the way to senior vice presidents and CEOs of Fortune 50 companies. He has a firm grasp of projects, operations and the development of corporate strategy and policy within the oil and chemical industry. Most recently, he has done process safety and risk management consulting for a number of major chemical and oil and gas companies including Husky Energy, Air Products, Centrica, and I Chem E.
Considine is the former head of a high-profile corporate team at a global, deca-billion-dollar O&G company. Under his leadership across the board, the team crafted sound policy, institutionalized positive change and transformed workplace culture. Considine is known for setting clear direction and identifying attainable objectives, recruiting and developing outstanding staff, and effectively managing multimillion-dollar budgets.
Considine spent more than 20 years in a corporate safety leadership role at BP. He oversaw the assessment of major hazards across all the company’s operations including refining, exploration and production, shipping, chemicals, transport, retail, logistics and distribution, international businesses, and alternative energy. He provided overall management of a transatlantic technical department and senior leadership for the Major Hazards and Fire Team. Considine was responsible for developing the company’s policy and methodology for assessing and managing hazards associated with high-risk operations. Implementation of this policy resulted in a multibillion-dollar investment in modifications to new projects and upgrades of existing operations.
Considine left BP in early 2010 to enter private practice as a risk management consultant. A few months later, after the Gulf of Mexico incident, BP retained him as a consultant for change management and organizational development initiatives.
In 1985, Considine served as a senior risk manager for Bowring Risk Management (latterly Marsh McLennan). There, he did risk-related consulting for oil and gas clients, public utilities, transportation and high-tech industries such as pharmaceuticals and space. He also provided an engineering interface, enabling multibillion-dollar risks to be placed in the London insurance market.
Considine has done extensive work in the nuclear, oil and chemical industries. In addition, he has significant experience in navigating and executing highly complex projects covering business risks such as public liabilities associated with the construction and operation of transportation links, liabilities associated with gas and electricity supply and distribution systems and more.
Before this, Considine worked for the Safety and Reliability Directorate of the UK Major Hazards and Fire Team AEA in the Major Hazards and Transport Group. He provided risk-related consultancy advice to top officials in various governmental entities including the Health and Safety Executive, Department of Transport and British Rail. As a member of a regulatory panel, he assisted key local authorities with planning related to major hazard installations.
Considine co-authored a groundbreaking study of the risks involved with a major petrochemical complex in the Thames Estuary, which served as a model for similar assessments around the world. He was a member of the Advisory Committee on Dangerous Substances and was employed by the UK Health and Safety Executive to assist in implementing the newly enacted European “Seveso” Directive.
Prominent players in the O&G industry have recognized Considine’s professionalism and executive leadership skills. He has received two BP Chairman’s Awards and the I Chem E Moulton Medal. In 2007, he received I Chem E’s Franklin Medal for “multiple years of outstanding contribution to process safety.”
Considine’s professional memberships include leadership positions within several industry and governmental working groups. Today, Considine serves in an executive capacity with the European Federation of Chemical Engineers, where he is a thought leader regarding loss prevention. Also, since 1999 he has chaired the Safety and Loss Prevention Subject Group. A prolific writer, Considine has authored numerous papers and has organized and presented at several international events on topics related to major hazard management.
Considine earned a Bachelor of Science Degree and a doctorate, both in chemistry, from Manchester University. He is a chartered engineer and a Fellow of the Institution of Chemical Engineers. He is based in Surrey, England.
- Mike Costello18+ years of experience in top human resources, organization development, and management positions.Mike Costello
Mike Costello has more than 18 years of experience in top human resources, organization development, and management positions.
Costello offers CEO advising, senior executive coaching, C-suite consulting, and executive and organizational assessments. Over the course of his career, he has repeatedly demonstrated his ability to handle complex HR and operations challenges in startups and established businesses alike, engineering strategies that benefited both businesses and their employees.
Costello joined the Perot Museum of Nature and Science as VP of HR in 2011. He led the redesign of this nonprofit’s HR infrastructure, starting with a clean sheet of paper. In the year preceding the museum’s expansion into a new 185,000-square-foot facility, he developed and implemented a new salary structure, attracted and onboarded more than 100 employees, developed and deployed training and culture reinforcement programs and served as acting COO during the new facility’s grand opening.
Prior, he worked at Sammons Enterprises, a privately held diversified holding company with assets in excess of $40B. He first held the position of Director, Organization Development and was soon promoted to Vice President, Organization Development, with responsibilities over enterprise-wide OD and HR. At Sammons, Costello implemented a long-term employee benefits strategy that saved $1.5M annually while improving the quality of benefit offerings. He also designed and administered programs for succession planning and for leadership assessment and development.
Costello launched his career at American Airlines, Inc., a subsidiary of AMR Corporation. He climbed rapidly from entry-level jobs into the executive suite at American Eagle Airlines, the regional subsidiary of AMR with $1.8B in revenue, earning the titles of VP of Employee Relations, VP of DFW Region, and eventually VP People Department. He reported to the president and led the team that delivered all HR services for 11,000 employees. Over the course of his time there, he directed the operational performance of the company’s largest region (covering 37 cities), served as the chief spokesperson for 17 labor agreements, and led the organizational redesign after the merger of three airlines.
Costello holds an MBA, Human Resource Concentration from the University of Dallas and a BS in Aviation Management from Southern Illinois University. He has also attended several courses from the Harvard Program on Negotiation. Costello is certified as a mediator by the State of Texas Judicial System and as a Human Capital Strategist by the Human Capital Institute.
- Patricia Clason35+ years of experience as a professional executive coach, speaker, trainer, consultant, and writer.Patricia Clason
Patricia Clason has more than 35 years’ experience as a professional speaker, trainer, consultant, and writer. She has given over 4,000 presentations for corporations, government agencies, and non-profit organizations.
Clason delivers CEO advising, senior executive coaching, and C-suite consulting services. She specializes in providing coaching and consulting on startups, marketing, mission statements, management skills, emotional intelligence, career building, time management, ethics, motivation, and team building. She leverages her expertise in alternative methods of teaching and learning to produce high-quality results and addresses the psychological perspectives and principles behind the practical tools she teaches.
Clason is founder and managing director of the Center for Creative Learning and Accountability Coaching Associates, organizations that offer programs for personal and professional development including growth seminars and training programs in traditional and not-so-traditional formats. Since 1976, Clason has been a pioneer in the formation of the executive coaching industry. She is a published author, with works including “Taking It Lightly,” “Vets Journey Home,” “Renewal,” and “Claim Your Unlimited Potential” (a 12-workbook success series), and is also co-author of “Speaking of Success” with Stephen Covey, Ken Blanchard, and Jack Canfield. Clason has also developed numerous other personal and professional development programs. She is involved with Funeral Service Institute, Larimer Center for Ethical Leadership, Great Ideas!, Lozanov Learning Institute, and Manifestation Management, which she established in 1975 and served as president until 1994.
From 1993 to 1998, Clason hosted “A Sign of the Times,” an interview-format television show on Warner Cable, and later, co-hosted “A Woman’s Point of View” on WRRD Radio. She is a Board Member of several non-profit organizations and is active in civic organizations such as Worldwide Association of Business Coaches, National Association of Business Coaches, Wisconsin Business Women’s Coalition, and Woodstock Business Conference, among others.
Clason has taught at over a dozen higher learning institutions, including the University of Wisconsin at Milwaukee, Marquette University, Mount Mary College, and Cardinal Stritch University. From 1981 to present, Clason has been listed in Who’s Who in the Midwest. She is also listed in World Who’s Who of Women and Who’s Who of American Women. Clason’s work has been published in Employment Times and many other print and Internet media, and she was featured on the cover of Wisconsin Woman Magazine.
- Paul Samek30+ years of experience in 4 CFO roles, including one in a $2B public company, and has expertise in operations, finance, and business administration.Paul Samek
Paul Samek has more than 30 years of C-suite experience in four CFO roles, including one for a $2B public company. He has significant expertise in finance, operations, and business administration.
Samek provides CEO, C-suite, and board advising and consulting. His core competencies include M&A, post-merger integrations, process design, finance/accounting organization management, strategy, and financial planning and analysis.
Samek has completed 20 M&A transactions, planned, and executed 8 post-merger business integrations, led global initiatives in over 30 countries, and re-engineered 3 successful turnarounds. His industry expertise includes technology, life sciences, consumer, industrial, and services sectors. Since 2005, Samek has served as the president of the CFO advisory services firm PCS Consulting. There he has led 8 major advising projects on issues such as capital formation, IPO readiness / Sarbanes-Oxley evaluation, strategic and operational planning, business modeling, and financial planning and analysis.
Before becoming a CEO and CFO Advisor, Samek was CFO and SVP at CellStar Corporation, a $2B public company. Some of his major accomplishments there included implementing a new risk management strategy that reduced costs by $2M, driving a $125M recapitalization, and directing the company’s Asian IPO on the Hong Kong Stock Exchange. Before this, Samek served as CFO of Spectranetics Corporation, a global public company where he spearheaded an investor relations program that yielded a 364% increase in share price, and implemented a new business model that led to the company’s first annual operating profit in 17 years. Prior to this, Samek served as CFO of Nash Engineering Corporation ($200M privately held), CFO of Allsteel, Inc. ($200M manufacturer), and Chief Accounting Officer for Concurrent Computer ($300M publicly traded technology company). He began his career with Motorola, Inc., and Deloitte and Touche, LLP.
Samek has a BS in Accountancy from Northern Illinois University and is a CPA. He is an advisory board member for the Alliance Capital Real Estate Group, and is a member of numerous professional organizations.
- Payam Maveddat22+ years of experience as a senior executive, serving in 4 VP roles. He specializes in telecom, product management, marketing, and business development.Payam Maveddat
Payam Maveddat has more than 22 years of experience as a senior executive, serving in 4 VP roles. He specializes in global telecommunications, product management, marketing, and business development.
Maveddat offers an effective combination of management, leadership, innovation, and communication skills. To date, he has been involved in building a technology start-up, raising venture capital, taking products from conception to revenue generation (direct & OEM), managing P&Ls, strategic alliances, and merger/acquisition processes.
Since 2011, Maveddat has been the Chief Strategist and Executive Vice President of Product Management and Business Development at Taqua, LLC. The Texas-based company develops next-generation broadband systems and mobile applications. In this role, Maveddat successfully spearheaded the acquisition and integration of Tatara Systems, while securing lucrative reseller agreements with major communications providers, Ericsson and Alcatel-Lucent. He was also responsible for the company’s single largest deployment of a multimedia product, resulting in its highest quarter of orders.
Prior to this role, Maveddat was Vice President of Product Management and Marketing at Mavenir Systems for three years. The company is a leading provider of software-based networking products for voice, video, and messaging communications. He successfully negotiated and signed major equipment vendors like Cisco and Alvarion for the resell of the company’s flagship communications product mOne™ in various markets around the world. He was also responsible for managing a multi-site engineering team (Shanghai, Bangalore, and Texas) to drive R&D programs.
Since 1992, Maveddat has held senior executive roles at a number of Texas-based technology companies. In these positions, he generated million-dollar profits in a matter of months, and secured multi-year product supply contracts ranging from $15M to $300M. He has also written and published more than 25 technical papers.
Maveddat holds an MBA in International Marketing and Finance from the University of Texas. He also holds a Master’s of Science and BS in Electrical Engineering from the Georgia Institute of Technology and University of Iowa, respectively. He currently teaches courses in business management and ethics, and mathematics, at the University of Phoenix.
- Peter Bergeron29+ years of executive-level leadership experience at the highest levels of government, military service, and business.Peter Bergeron
Captain Peter J. Bergeron, (retired) USCG has more than 29 years’ of executive level leadership experience at the highest levels of government, military service, and business.
Bergeron advises C-level leadership on maritime safety, security and operations, alternative energy and synthetic fuel production, and continuity of government/business operations. He leverages decades of experience as a recognized military and business leader serving under the White House, Chief of Naval Operations, and Commandment of the Coast Guard.
Bergeron is currently CEO of the Bergeron Innovation Group, a service-disabled veteran owned consulting and government contracting firm. He is also managing partner of Fuel Wave, LLC, an alternative energy integration firm specializing in the production of bio-diesel and electricity from municipal solid waste. Immediately prior, Bergeron served as President and COO of Tiger’s Lair, where he directed all facets of a cyber-security company, including management, operations, and finance in a start-up business with full P&L responsibility.
In 2009, Bergeron retired from the United States Coast Guard after more than 26 years of exceptional service, including 4 tours as a Cutter Commanding Officer, a 3-year assignment to the White House Military Office where he worked under the President, and tours working directly for the Chief of Naval Operations and the Commandment of the Coast Guard. His final tour was as the COO for the First Coast Guard District, where he provided oversight for intelligence efforts for over 2,000 miles of coastline and 12,000 personnel.
Bergeron earned a BS in Government from the US Coast Guard Academy, a Masters of Science in Strategic Intelligence from the Defense Intelligence College, and an MBA from the MIT Sloan School of Management. He was a Fellow at the Chief of Naval Operations Strategic Study Group (2006). In 1996, Bergeron designed, staffed, and directed Coast Guard Intelligence support efforts for the Summer Olympics in Atlanta, Georgia. He is also a trained intelligence officer with extensive experience operating throughout the Caribbean and Latin America with a current TS SCI clearance.
Bergeron advises clients on such topics as:Maritime Security
Continuity of Business/Government
- Post-Security Master Planning
- Counter-Piracy Strategy Development
- Maritime Threat Management
- Offshore Threat Management
- Force Structure Planning & Development
- Compliance Management
- Security Systems Acquisition Support
- Program Development
- Facility Management
- IT Support
- Succession Planning
- Search & Rescue Policy
- Standards & Training Management
- Shipboard Safety Management
- Incidence Response Planning
- Regulatory Compliance Management
- Policy Dev. & Safety Systems Acq. Support
Maritime Environmental Management
- System Design
- Project Management
- Feed Stock/Off-Take Agreements
Other Skill Set
- Fisheries Enforcement Policy
- Compliance Management
- Incident Response Policy & Planning
- Waterways Mgmt & Legislative Development
- Legal & Policy Support
- Large Event Planning & Execution
- Business Intelligence Collection & Analysis
- Change Management
- Risk Assessment
- Classified/Unclassified Project Management
- Process Improvement & Problem Solving
- Phil Burgess30+ years of senior executive experience, and has held the role of President & CEO as well as Group Managing Director of Communications.Phil Burgess
Phil Burgess has spent more than 30 years as a senior executive in the corporate, public service, association management and academic worlds focusing on global communications, strategy management and public policy. He has excelled in a wide variety of roles from the boardroom and meeting room to the seminar room and classroom.
Burgess advises corporate and government leaders and elected officials on leadership strategies and matters related to political culture, principled leadership and the New Economy. He is President of The Annapolis Institute, a think tank that addresses issues of principled leadership in the public and private sectors.
Burgess’ areas of expertise encompass international trade, natural resources, telecommunications and corporate social responsibility. He also leads research on the Internet’s impact on modern life and work.
In the private sector, Burgess has handled media relations as well as strategic and crisis communications for Fortune 150 companies. He has helped develop and implement corporate-wide public policy as a member of the senior leadership teams at multibillion-dollar firms in the U.S. and Australia. Burgess addresses corporate boards on social and technological trends, especially related to the economic and social impact of the digital revolution and the changing public views of corporate social responsibility.
During 2005–08, Burgess was Group MD for Public Policy and Communications at Telstra, Australia’s $35 billion telecom giant. His responsibilities included public policy, regulatory affairs, government and media relations, corporate communications, executive and BU services and the Telstra Foundation.
Burgess held high-level management positions at the former US West, Inc., the multibillion-dollar telecom company headquartered in Denver. From 1987 to 1999, he was Special Assistant to the COB and CEO, then served as Communications and Public Policy CVP until Qwest acquired US West in 2000. In the latter role, Burgess developed and executed the strategic communications plan and oversaw management of media relations; product and brand publicity; employee, executive and investor communications; speechwriting; creative services; Olympic programs; and the US West Foundation.
From 1982 to 1999, Burgess was President of a consulting firm providing management and investment counsel and related services to domestic and overseas clients including major oil, chemical and insurance companies and railroads, as well as several federal government departments and agencies.
While President/ED of the Western Governors’ Policy Office from 1977 to 1982, Burgess directed the Western Coal Export Council, a multinational strategic planning group promoting Far East coal sales. Participants included scores of U.S. coal producers, railroads and ports plus the utility, steel and cement industries of Japan, Korea and Taiwan. Burgess edited the council’s extensive market analysis report.
In 1978, Burgess was elected to the National Academy of Public Administration, later serving as its president and CEO. From 1979 to 1993, Burgess presented the annual American Outlook Lecture in Tokyo at the Management Institute of the Long-Term Credit Bank of Japan. Burgess began his career in 1965 as a political science professor at Ohio State University. He directs research into the impact of the Internet as a senior fellow at the Center for the Digital Future at the University of Southern California.
A prolific author, Burgess has written nine books and hundreds of journal articles, technical reports and op-ed pieces, as well as a weekly syndicated newspaper column. The sought-after speaker has appeared on PBS, Fox News, CNN, CNBC, C-SPAN and NPR, among others. In addition to Australia, Burgess has lived and worked in Europe and the former USSR and traveled in Asia, the Mideast and South America.
The former Fulbright scholar holds a Ph.D. from the School of International Service at the American University in Washington, D.C. and a B.A. with honors from Knox College in Galesburg, Ill.
- Randy Cohen20+ years of CEO experience and significant expertise in entrepreneurial ventures.Randy Cohen
Randy Cohen has more than 20 years of CEO experience and significant expertise in entrepreneurial ventures. He grew his current company from infancy to $50M in revenue, attaining high profitability and global prominence as a market leader.
Cohen focuses on entrepreneurs running companies from startups to $100M+ in revenue. He has particular expertise in negotiations, marketing and branding. An avid student of leadership and human motivation, Cohen is known for what he calls the “woo-woo philosophy”—that CEO stands for Chief Energizing Officer! Living what he teaches, he has parlayed his enthusiastic approach into a $50M a year business. He is now an in-demand speaker, guest lecturer, and seminar presenter.
Cohen is a dynamic and technologically savvy entrepreneur. As head of one of the most successful companies in the secondary ticket market, he has led his company, TicketCity, to become the go-to source for premium seating at any major ticketed event around the world.
Under Cohen’s guidance as CEO, TicketCity has become one of the largest and most prominent online ticket brokerages, serving 250,000 clients in 17 countries. Today this global company buys and sells tickets to all major events worldwide. It specializes in premium seating to sold-out events, including premier sports championships and tournaments such as the Super Bowl, the Final Four and the Masters. TicketCity has won numerous awards and made the Inc. 5,000 list. The Austin Business Journal has named it one of Austin’s “Fab 50” fastest growing companies six times and the best place to work in Austin twice.
On his way to becoming a well-known author, Cohen’s second book Ticket to the Limit was published in 2009. It is a rags-to-riches personal account of how he drove with passion, purpose and performance to build a thriving enterprise.
Cohen founded TicketCity in 1990, after growing his ticketing agency since the mid-80s. Six years later, he launched the ticket industry’s first e-commerce website devoted to major sporting and entertainment events. He has combined automation and proprietary software to sustain significant profitability in what has become a highly competitive market.
A passionate champion of the S of SOLID—Service—Cohen credits much of TicketCity’s success to personalized service. He has leveraged his cheerleading style to maintain extraordinary customer service despite his company’s meteoric rise and exponential growth. In 1988, Cohen’s service-oriented style also led to success in his first job—a sales leader with Wallace Computer Services.
Cohen holds a BBA in Marketing from the University of Texas, is a graduate of MIT’s Birthing of Giants program and is regularly involved with its renowned Gathering of Titans. An active member of the Young Entrepreneurs Organization, he also has served on the Ethics Board of the Texas Ticket Brokers Association and the Board of Directors of the National Association of Ticket Brokers.
Cohen is active in his community, and recently started a charity, The Loop of Love. It is aimed at assisting underprivileged high school students, pairing them with CEO mentors through attendance at athletic contests. He is also currently serving a three-year term on the board of the Austin Chamber of Commerce.
- Rob Donnelly15+ years of board and CEO-level experience creating and building companies in the technology and life science sectors.Rob DonnellyBoard of Advisors
Rob Donnelly has 15-plus years of board and CEO-level experience creating and building companies in the technology and life science sectors.
Donnelly provides CEO advisory and senior executive coaching services. He has a background in engineering, product development and marketing within the medical device industry, and he has investment banking experience through an East Coast private equity firm.
He specializes in start-ups and building businesses in the health, nutrition and natural product industries that affect quality of life and provide overall health and wellness benefits.
A seasoned entrepreneur and investor, Donnelly launches new ventures in the medical and corporate wellness markets. In one instance he drove investments in medical technology and the fund performed ahead of its peer group to achieve a top decile rating. He actively pursues and develops new products, formulations and brands and continually launches new ventures in this field.
Since 2011 Donnelly has served as CEO of Ultra Immune, a company that he founded to create a daily immune supplement from all-natural ingredients. In 2009, he co-founded cGate Health with DFJ Mercury, a Houston-based venture capital company. Donnelly created a technology solution to better connect clinical laboratories with a range of wellness and healthcare providers.
From 2000 to 2005, Donnelly served as founding Principal at Genesis Park, a private equity and venture capital firm, which specializes in investing in start-ups in the IT, telecommunications and life sciences markets. He held a number of positions in this Houston-based company, including leading the Investment Committee and driving investment in emerging medical technology.
Donnelly has also been a General Partner in Guardian Ventures from 2000 to present, which launches new products and businesses in the nutrition and natural health industry. By leveraging technological advances with premium ingredients and sustainable manufacturing processes, this company offers a holistic approach to health and wellbeing. The company is responsible for creating, developing and sourcing new product ingredients and is involved in nutrition, health supplements, personal care and wellness product initiatives.
Previously, Donnelly served as Director of Operations at Houston Technology Center (HTC), which assisted emerging technology companies in the Houston area.
Donnelly received a B.S. in Biomedical Science from Texas A&M University and an M.B.A. in Finance from Southern Methodist University – Cox School of Business.
- Robert Chrysler16+ years of senior executive experience and has launched 5 startups.Robert Chrysler
Bob Chrysler is a serial entrepreneur who specializes in start-ups and turn-arounds. He’s launched 5 successful startup companies and has advised hundreds of leaders and managers throughout the course of his career.
Chrysler provides executive advisory services at the SVP and C-level.
In 2000, Chrysler launched the defense firm Advanced Simulation Systems Inc (ASSI), which quickly built an international client base including major universities, defense prime contractors, and the U.S. Department of Defense. ASSI led development of the Scalpel 6 flight simulator and Sanford Flight Lab, the most advanced aviation learning facility in the US public school system. In 2004, ASSI earned the Frost & Sullivan Technology Innovation Award (Aerospace and Defense Sector) for their role in developing a breakthrough 360° full-motion simulator. He sold ASSI in 2008, after spinning off Scalpel Drive Innovation (SDI), a start-up focused on propulsion.
From 1997 to 2000, Chrysler directed programming and operations at LBJ Holding Company, the multi-station broadcast group. He optimized group performance when they merged with Sinclair Communications and led five directors, four managers, and their employees. He successfully tuned the group entities to operate synergistically while competing with one another. During this time, product consumption soared in key targets resulting in record annual earnings of more than $27 million.
In 1993, Chrysler bought radio stations WJXY AM and FM in Myrtle Beach. Through changing their formats and rapid retooling, he boosted their ratings from #14 to #1 rank total audience and significantly increased revenue. He sold the stations in 1997 at 300% ROI.
From 1990 to 1993, Chrysler served as VP Operations of the largest international media consulting firm, Burkhart/Douglas (Burkhart/Abrams) and Associates, founded in Atlanta in 1972. They’re recognized for their innovations in radio and TV, including new radio formats such as Contemporary Christian, Disco, and Album Oriented Rock (AOR). They provided media campaign consulting to the film industry and helped develop MTV, NBC’s "The Source" radio network, and Satellite Music Network. They also advised ABC, NBC, CBS, and Turner Broadcasting, major recording artists such as Yes, AC/DC, and Bob Seger, and over 200 broadcast stations from the US to Romania, Belgium, Poland, and France.
Chrysler is an FAA licensed helicopter and multi-engine airplane rated pilot, and holds a Federal Communications Commission 1st Class/General Radio Telephone License with Ship RADAR Endorsement. He’s an active member of the Federation of American Scientists (FAS), Professional Association of Diving Instructors (PADI), AFIO, and the Aircraft Owners & Pilots Association (AOPA).
- Robert Snelling45+ years of senior executive experience as President & CEO of a private, $1M business that he grew to $900M in revenue.Robert SnellingBoard of Advisors
Robert O. Snelling Sr. has over 45 years’ private and public company CEO experience, from an entrepreneurial start-up to a $900 million corporation. Snelling provides career planning, transition, and advancement coaching and advisory services.
Snelling is an internationally recognized business leader and is known as a pioneer in recruiting and franchise operations. He has significant expertise in privately held company leadership, completing a successful IPO and running a publicly held corporation.
For over 45 years, Snelling was Chairman of the Board and President of Snelling and Snelling, a nationally franchised staffing and recruiting corporation. He grew the company from a privately held one-office business in the 1950s to a publicly traded entity with 50,000 employees, $900 million in revenue, and 40 company-owned and 560 franchised offices worldwide. His firm was involved in the employment of over ten million people and its clients included most of the Fortune 500 and thousands of mid-size and small companies.
Snelling has coached and represented numerous businesses, introducing them to franchising. He’s written their manuals and franchise agreements, designed their systems, and marketed their franchises. He advises businesses in many fields and coaches with deep insight, sound judgment, and down-to-earth common sense.
Snelling was appointed by President Bush to serve on the National Commission for Employment Policy. He was a member of the Secretary of Labor’s Advisory Committee and the White House committee on Small Business, and has served on numerous boards including the Board of Regent University, Hillcrest Church, and Southeast Bank. Snelling is listed in Who’s Who in America and received his industry’s highest award, the Harold B. Nelson award, from the National Association of Personnel Consultants.
As a lecturer and guest speaker, Snelling has delivered commencement speeches at universities and spoken on business ethics at the US Naval Academy, meetings of the International Franchise Association, and the National Association of Personnel Consultants. He is a champion of employment growth, advocates employment legislation at State Houses and Congress, and has testified before the Senate Subcommittee on Employment and Productivity.
Snelling successfully navigated the challenges of leading a family-run business. He had up to 27 family members working in his firm and proved that companies can tackle the challenges of a family office while thriving in a competitive, publicly-traded environment.
A bestselling author, Snelling has been published by Simon Schuster, Viking Penguin, and the Macmillan Company. His books include The Right Job, JOBS, and the bestseller, The Opportunity Explosion.
- Roberto Berti20+ years of executive leadership experience in American multinational corporations.Roberto Berti
Roberto Berti has 20-plus years of executive leadership experience in American multinational corporations within European markets running P&Ls of more than $100M in revenue.
Berti is a leading global provider of CEO advising, C-suite consulting and senior executive coaching services. In addition, he is co-founder of Triogate International, a management consultants network focused on helping Italian businesses improve their performance and develop an international footprint. Berti is also a Senior Consultant for Festo Consulting Training and Education in Italy.
Berti is an executive leadership coach who bases his competencies on a deep experience in leadership in the IT industry. He has experience in coaching executives in services, sales and operational roles and delivering management consulting on after-sales organization development and service process reengineering matter for industrial and commercial companies. He is Supervisor of the After Sales Manager Training Path at Festo Academy business school in Milan.
Since 2009, Berti has been a management consultant, leveraging his expertise in technology solutions to analyze, redesign and implement processes and organizational system improvements. Berti focuses his work in high-score functional competencies of services and sales organizations. Frequent engagement topics include change management, strategic assessment, redesign of organizational models, sales and after-sales middle-management coaching, assessment and redesign of after-sales services process, design and delivery of manager training, and business development.
From 1998 to 2008, Berti was an executive and leader at NCR Italy (subsidiary of NCR Corporation). In his last role, as the senior executive running South and Central Europe sales, he was responsible for the IT services business, including strategic positioning and operational strategy.
Berti has been a general manager in the IT industry in Europe with service delivery, sales and P&L responsibility over $100 million in revenue. He had responsibility for over 500 personnel both in the field and across 11 centres in Italy. Furthermore, he led a services sales organization for South and Central Europe driving business in Spain, France, Germany, Switzerland, Italy and Turkey. His industry competencies include retail, financial, hospitality, telecommunications and travel sectors.
As an executive, Berti managed through mergers, acquisitions, buyouts, and spinoffs. He has managed process re-engineering and organization restructuring, navigating complex relationships with unions. His collaborative style and pragmatic approach to problem solving allowed him to succeed in working with all other company departments including sales, marketing, HR, legal and financial accounting.
Berti is a strong believer that company performances reflect the high performance of their people, driven by enthusiasm, motivation and an adequate level of competencies properly supported by methodologies and tools. His strengths include identifying talents and coaching others to maximize their performances.
After graduating in 1986 in Computer Science from the University of Milan, throughout his career he has always invested in his professional development, taking over 14 education management courses supplied by NCR & AT&T, CFMT (Directors Management School in Italy) and FESTO Academy.
Berti lives in Italy, and is fluent in Italian, English and Spanish.
- Sam Morasca24+ years of senior executive experience as CEO and SVP, and has run P&Ls from $500M to $19B in revenue.Sam Morasca
Samuel Morasca Jr. has more than 24 years of executive experience managing P&Ls ranging from $500 million to $19 billion in revenue. For the past 10 years, Morasca has served as an advisor, active board member, and chairman of middle-market, privately held companies. He has actively served on eight boards, chairing four of them.
Morasca is an operating partner with Sterling Partners, a global private equity firm; and a staff advisor for the Gerson Lehrman Group Consultancy.
As a management advisor and board member, Morasca provides guidance to CEOs and leadership teams in business and go-to-market strategy formulation and execution, culture building, value proposition positioning, business development, sales and marketing management, operational performance management, organizational effectiveness, business restructuring, and new ventures/acquisitions evaluation.
From 1994 to 2000, Morasca led Shell Oil Company’s nationwide oil products wholesale and retail business. This position encompassed fuels and convenience store P&L responsibility; sales, marketing, and brand management; business development; dealer relationship management; product supply; real estate/construction; and retail operations. The last two years also involved the integration of Shell’s marketing business with the Texaco brand network, forming a 23,000-unit retail business.
From 1992 to 1994, Morasca was Vice-President of Ventures for Shell Oil. He led efforts to develop and negotiate large-scale supply and manufacturing joint ventures with foreign government oil companies. Morasca also held senior management positions in the international sector.
It was in these senior Shell positions that Morasca gained extensive exposure to and benefited from formalized executive leadership coaching to fortify his management skills, increase feedback awareness, and build management team alignment.
Morasca also has served as an executive professor at the University of Houston’s Bauer Graduate School of Business and a guest lecturer for the Rice University MBA program.
Morasca received a Bachelor of Science Degree from Penn State University and an MBA from the Carroll School at Boston College.
- Sarah Miller7+ years of experience as a senior manager in a leading global management consulting firm and significant expertise in market research.Sarah Miller
Sarah Miller is an emerging leader in environmental science and policy.
A cutting-edge thinker in this new and rapidly growing sector, Miller has a broad education in the environmental field. Her passion for this area led to her earning a Masters of Public Administration in Environmental Science and Policy, a degree jointly administered by Columbia University’s School and International and Public Affairs and The Earth Institute.
Miller is focused on global environmental sustainability, as well as uncovering practical business applications that make the greatest possible impact in this area. She is a passionate, high-energy environmental professional who is particularly focused on clean energy and technology issues. Part of the vanguard of young professionals in this high-growth industry, she has completed extensive advanced studies on the convergence of science, policy and economics in relation to clean energy. In the area of risk management, Miller is able to shed light on key environmental risks and assist in developing effective solutions to manage and mitigate these risks.
Miller is based in New York City.
- Shelly Orr Priebe11+ years of senior executive experience as CEO and 20+ years in key leadership roles, with the last 3 focused on delivering executive coaching.Shelly Orr Priebe
Shelly Orr Priebe has 11 years of CEO experience and over 20 years in key leadership roles. She offers career and leadership coaching as well as advisory services in management, business, and operations. She also provides leadership coaching and mentoring for leaders of non-profit organizations.
Priebe draws on her CEO experience to provide real-world coaching and advisory services. As a coach, she delivers custom-tailored engagements for each executive. As an advisor, she gives concrete guidance designed to drive profitability of the organization. Practical and no-nonsense, she believes that executives are too busy for textbook theory: she hones in on key issues and concentrates on the bottom line. She helps her coaching clients emphasize their strengths and manage the vulnerabilities that can limit their success, and provides advisory services to help organizations grow to the next level of organizational effectiveness.
Priebe is intuitive, motivating, and naturally wired as a senior executive, which inspires clients to boost their performance to the next level. She has extensive experience in sales and marketing strategies, solution-focused selling, branding, public relations, human resources, and organization development and design. Priebe has particular expertise in the nuances of succeeding in a global village, has lived abroad, and is experienced in managing global teams.
From 1999 to 2009, Priebe served as President of McElroy Translation, where she dramatically improved their technology infrastructure and retrained over 300 staff and contractors to outpace industry commoditization. Her focus on future-proofing positioned McElroy as a worldwide thought leader with best practice in Web 2.0, vendor management, BPO, managed crowdsourcing, globalization, workflow automation, and statistical machine translation. This improved margins by 27%, created new market niches, and closed six-figure deals in Human-Assisted Machine Translation and Rapid Decision-Making Translation, using end-to-end automation with no project-management footprint.
Priebe has published, spoken, and trained international audiences on collaboration through crowdsourcing. She conducts training and speaks for the Globalization and Localization Association, a worldwide industry trade association with members from 43 countries. She especially loves presenting on how to propel organizations to next-level results.
Priebe serves on the Boards of Center Stage, a youth program for the arts, and the Capital of Texas Chapter of National Charity League. She earned an MBA in International Marketing from École Supérieure de Commerce in Pau, France.
- Sonia Monarchi19+ years of senior executive experience and has held the roles of CEO, president, GM, and executive director in small to mid-size organizations.Sonia Monarchi
Sonia Garza-Monarchi has more than 19 years of senior executive experience and has held the roles of CEO, president, GM, and executive director in small to mid-size organizations.
Garza-Monarchi provides CEO advising, senior executive coaching, and C-suite consulting. She leverages her experience in international protocol, diplomacy, and event management for clients seeking strategic corporate diplomacy, community relations, distinguished visitor programs, intercultural communication training, and management of international events.
In 2004, Garza-Monarchi established Garza Protocol Associates, LLC (GPA) to help corporations, government agencies, and non-profit organizations successfully conduct business in the international arena. Prior, she was vice president and general manager of the Greater Houston Convention and Visitors Bureau (GHCVB) with oversight for the organization’s 80 employees and $12M annual budget. As executive director of the Houston International Protocol Alliance, a division of the GHCVB, Garza-Monarchi also served as the city’s chief protocol officer.
Beginning her career in 1988 with the Houston International Protocol Alliance, Garza-Monarchi became executive director in 1993 and spearheaded an increase in the city’s consular representation from 53 countries to 81 in 2004. She oversaw more than 3,000 trips by distinguished visitors including numerous chiefs of state, heads of government, royalty, cabinet ministers, ambassadors, and trade delegations. She also advised four mayors and numerous city council members on all matters of protocol and international affairs and participated in various economic development missions abroad.
Garza-Monarchi played key roles in the planning and execution of major international events held in Houston such as the World Economic Summit, the World Energy Council’s world congress, and the Corporate Council on Africa Summit. She has consulted with several municipal and state governments on establishing protocol departments and has provided training for corporations including the Federal Reserve Bank, Wal-Mart Stores, Inc., Coca-Cola, Duke Energy, and the National Lieutenant Governors Association. Garza-Monarchi has also managed international events and coordinated head of state and other visits for clients including Cheniere Energy and Marathon Oil.
In 2008, Garza-Monarchi served as executive director of the host committee for the Latin GRAMMY® Awards, which were held in Houston. She oversaw the local fundraising and marketing efforts, facilitated travel, security, and other logistical support, and coordinated a series of events leading up to the multi-day celebration. Garza-Monarchi is the immediate past president of Protocol & Diplomacy International’s Protocol Officers Association, a national association of protocol officers. She sits on the board of the Greater Houston Convention & Visitors Bureau and is on the advisory board of the Asia Society-Texas. Garza-Monarchi is a native Houstonian and a graduate of Rice University.
- Stan Marts25+ years of director-level leadership experience in professional services, human capital consulting, and executive search.Stan Marts
Stan Marts is a senior executive whose 25 years of human capital consulting and executive coaching encompass value-driven roles in operations, finance, business strategy and risk management, as well as successful deca-million-dollar joint ventures and turnarounds.
Marts also is Founder and President of DES Growth Partners, Inc., a leading executive search firm and human capital solutions provider. His experience spans several industries including oil and gas, refining and petrochemicals, electric power and utilities and industrial manufacturing.
Under Marts’ leadership, DES has become known for helping clients achieve profitable growth through efficient needs identification, deep knowledge of effective job fit and superior candidate sourcing. DES has placed national and global practice leaders in professional service firms, and sales and other functional leaders in oil field service firms. DES also has provided human capital consulting services to portfolio companies of private equity firms.
Prior to entering the executive search field in 2003, Marts held a variety of upper-level technical, commercial and managerial positions in the energy and chemical sectors and in the management consulting industry.
From 1999 to 2002, Marts was the Business Director for The Plaza Group, a privately held chemical marketing, logistics and consulting firm with annual revenues of $100 million. He was responsible for all aspects of finance and operations including contract negotiation, petrochemical supply, logistics, human resources, information systems and the domestic and international customer service and order fulfillment processes. Marts created a new business model resulting in a long-term, $40-million-per-year supply contract in a core product area, plus a $20 million annual supply contract ensuring market share retention for a key product.
Previously, Marts was a high-profile member of the Navigant-Sterling Consulting Group, an O&G boutique management consulting firm, from 1997 to 1999. As Business Intelligence Director, he led a 12-member team that conceived, created and delivered a competitive assessment of the E&P business that benchmarked upstream financial and operating performance for more than 50 O&G companies. As a Senior Consultant, Marts developed a new practice area based on scenario planning that led to new engagements and a new client.
Marts held significant leadership positions at Shell Oil Co. from 1989 to 1997. He helped form and lead the Deer Park Refining Partnership, a 300,000-barrel-per-day refining joint venture between Shell and PEMEX. Marts was instrumental in securing the operation’s third-party financing, defining its risk management policy and developing business performance metrics. JV income improved from a substantial loss to a multimillion-dollar profit over two years through a growth initiative and cost target attainment.
Also while at Shell, as a risk management futures trader Marts managed price exposure of a $50 million crude oil portfolio. As a planning specialist, he acted as an internal business consultant providing strategic support to the oil and chemical products businesses.
In 1981, Marts began his career with Fluor Daniel as a process engineer focusing on projects in the energy and chemical industries.
Marts holds an MBA from the University of Chicago and a B.S. Degree in Chemical Engineering from the University of New Mexico.
Active in professional affairs, Marts serves as President of the MBA Council of Houston and is a founding member of the Houston Chapter of CEO Netweavers. He is a local leader of the alumni associations of the University of Chicago and the Chicago Booth School of Business.
- Steve Rosebaugh24+ years of leadership experience in operations, engineering, and marketing management within the Fortune 1000.Steve Rosebaugh
Steve Rosebaugh has more than 24 years of leadership experience in operations, engineering, and marketing management within the Fortune 1000. Some of his greatest talents include change management, root cause analysis, and project management.
Rosebaugh is a global leader in CEO advising, C-level consulting, and senior executive coaching. He is uniquely qualified to provide project management for SOLIDleaders’ consulting engagements. Also, Rosebaugh is a certified business performance coach, and is particularly adept at helping clients gain goal clarity, design strategic business change, and build high-performing teams. Rosebaugh recently co-authored the Amazon best seller “Counter-Attack” with Brian Tracy, internationally renowned author and speaker.
Beginning in 2009, Rosebaugh has provided business performance coaching to senior executives, business owners, and non-profit organizations. He has led numbers of global teams through difficult transitions and unexpected change. In one instance, his consulting led to a client experiencing 32% revenue growth in just seven months as a result of his team-centric approach.
From 2004 through 2008, Rosebaugh was a Senior Product Manager at Freescale Semiconductor. He was responsible for two system-on-chip (SoC) product introductions during this time. He led the product definition, IP development, launch, and program management of the innovative MPC5200, which won the “Telematics Component of the Year” award in 2007.
Prior to this, from 1998 to 2004, Rosebaugh was one of the key management executives in a startup. He provided leadership over the hiring and management of the hardware and software engineering teams. A talented innovator, Rosebaugh introduced the MPC823e and MPC5100 products into the global automotive market for telematics. Rosebaugh led configuration, launch, technical support, and third party relationships for the MobileGT software development platform, which included technology from Motorola, IBM, and QNX. During this time, Motorola achieved a sole supplier status for processors used in General Motor’s OnStar system.
Before this, from 1995 to 1998, Rosebaugh was a key manager at Motorola’s largest Asian manufacturing facility. While in Kuala Lumpur, he led a diverse team of engineers to achieve production capacity improvements of over 48% with zero capital expenditures.
From 1988 to 1995, Rosebaugh led an engineering team responsible for custom products for Ford Motor Company. With a customer expectation of zero defective units, he utilized a root cause analysis methodology to achieve exceptional results. Since this time, Rosebaugh has received numerous customer accolades and awards for excellence for competitive cost, quality, and delivery performance.
Just out of college, Rosebaugh spent six years at Harris where he prototyped, qualified, and launched an innovative CMOS process used on fuse-link programmable memories, which was popular with space and military applications. He holds a degree in Electrical Engineering from the University of Illinois in Champaign-Urbana.
- Tony Reed19+ years of experience in 4 CEO and 2 COO roles in early- to late-stage high-tech ventures.Tony Reed
Tony Reed is a leading technology executive who, over the last 19 years, has served in four CEO and two COO roles in early- to late-stage high-tech ventures.
Reed has significant M&A expertise, with 14 completed buy and sell side transactions. Having experience funding startups, he raised a cumulative $100M. Reed has a reputation for accelerating growth in the privately held small to mid-market space. As chairman and board member, he successfully partnered with investors, driving alignment on strategic direction, multiplying shareholder value and implementing controlled exit strategies.
A talent for root cause analysis, Reed reversed the fortunes of four VC funds. He quickly solves complex problems by surrounding himself with experts, eliciting candid feedback from stakeholders, and empowering employees to get results. Utilizing skills in organizational design and development, Reed is adept at restructuring for optimal performance. Relying on a strong background in operations he does not hesitate to take cost out, hire people better than himself and step out of the way when needed.
Reed runs SOLIDleaders’ psychological and behavioral testing practice. A Ph.D. candidate in clinical psychology, he blends a lifelong career of building businesses with expert training in the behavioral sciences. His passionate mission is to facilitate lasting personal and professional transformation for SOLIDleaders’ clients and the companies they serve.
In 2001, as COO of Globeset, Reed hired SOLID to provide CEO advisory services. Over the course of his career, he has hired SOLID on four separate occasions. Reed attributes SOLID’s proprietary methodology for his successful appointment to several high-profile CEO roles. He also engaged SOLID for leadership coaching for all his direct reports. Most recently he has become a SOLID certified senior executive coach and consultant.
Prior to SOLID, Reed was COO of Performance Retail, Inc., which produced ERP merchandising software and ASP services. Before this, Reed was CEO and COB of Powered, Inc., an education services company and maker of online consumer empowerment platforms. There, he led the company in acquiring enterprise-level clients such as AOL and MicroWarehouse (now CDW), renegotiated debt and cut overhead by $4 million in less than 12 months. Before this, as CEO of Liaison Technology, he used his experience in change management to effect a similar outcome. This software manufacturer specializing in supply chain management and web-based retail catalog sales was headed to bankruptcy within 30 days. Reed drove revenue from $40,000 in 2000 to $2.5 million in bookings in 2001. He packaged and sold the company to a strategic buyer for $2 million. Previously, Reed was COO and Board member of Globeset, an enterprise payment infrastructure software maker. There, he led the sale of that company to a strategic buyer for $45 million.
In the late '90s, Reed served as VP – Worldwide Operations and Services at Check Point Software, Ltd., maker of enterprise firewall, security, VPN, bandwidth management and IP management software. He transformed the organization from a cost center into a profit center with margins approaching 70 percent. Reed created a recurring maintenance revenue stream and a revenue-producing technical services department. He also established and grew a low margin global education department, achieving margins of 73 percent. Before this, Reed was VP of Operations Support Service at Network Associates (McAfee). There, he created a global professional services organization of more than 250 consultants, managed a P&L of $30 million and maintained 70+ percent margins in consulting services. Prior to this, Reed was CIO of Poly America.
Reed earned a Bachelor of Business Administration Degree from Le Tourneau University in Houston. He participated in Technion University’s Global Studies Program at the Israel Institute of Technology in Haifa, and is a doctoral candidate in clinical psychology.
- Tracy Goodwin25+ years of experience in communications, business presentations, and public speech, with a unique voice/diction and non-verbal integration methodology.Tracy Goodwin
- Vess Johnson17+ years of experience in the engineering and energy markets, with particular expertise in startups and turnarounds.Vess Johnson
Vess Johnson has been CEO of four technology companies and has 17 years experience in the engineering and energy markets, with particular expertise in start-ups and turnarounds.
Johnson’s key areas of expertise include business continuity and sustainability. He specializes in leveraging strategic alliances to deliver increased stability and improved overall performance. As a strategic thinker, negotiator and consensus-building leader, Johnson has a strong track record in orchestrating and managing VC start-ups, business consolidations, acquisitions, turnarounds, and leveraged buyouts. He has worked in companies ranging from venture-backed start-ups to publicly traded companies and has successfully raised millions of dollars from venture capital and private equity firms.
Johnson excels at building and directing high-performance management teams. His hands-on leadership has added millions of dollars to top and bottom lines, developing and executing market growth strategies to take organizations to the next level. His experience includes all aspects of operations including supporting engineering, sales and marketing companies within the electronics, semiconductor, software and energy markets. He has published articles related to business and technology, and participated on industry panels.
Johnson currently serves as a Research Analyst at the Center for Decision and Information Technologies, University of North Texas, a position he has held since 2011. From 2008 to 2011 he was President and CEO of XyEnergy Management Systems Inc., a start-up company delivering automation systems for residential and small-scale commercial markets. His achievements included restructuring the company, expanding into new territories and increasing the overall market presence, which resulted in year-to-year growth of 150% in 2009. The company was ultimately acquired by Lone Star Composites.
As President and CEO at SemiSouth Laboratories, Johnson restructured manufacturing and engineering operations to achieve 147% in sales growth with 68% increase in sales conversion rates. He saw product yields increase 40% within the first three months and made annual savings of $12 million by rebuilding customer relationships into collaborative partnerships.
Prior to this, between 2004 and 2007 Johnson was President and CEO of Nascentric Inc., where he managed all aspects of operations. He negotiated $11 million in funding as a result of crafting a strategic business plan. The company was acquired by Cadence Design Systems Inc.
Working as General Manager at Magma Design Automation, Johnson oversaw operations for Silicon Correlation Division and had full P&L responsibility. By leveraging corporate resources and market position he saw the division’s sales targets exceeded by 50%. From 1998 to 2003 he was President and CEO of Silicon Metrics Corporation where he orchestrated the company’s acquisition by Magma Design Automation. He previously held the role of President and CEO at Omniview Design Automation from 1996.
Johnson was educated at Mississippi State University, where he was awarded an M.S. in Computer Science, a B.A. in Philosophy and a B.S. in Mathematics. He currently serves on the board of Logic Refinery Inc. He is a member of the Dean’s Advisory Council at the Bagley College of Engineering at Mississippi State University and of the Industry Advisory Board for the Computer Science Department at Texas State University, and acts in an advisory capacity to infiniRel Inc. and the Mississippi State University Entrepreneurship Center.
- William Paul Taylor21+ years of experience in leadership roles, including CEO experience in public and private companies across multiple industries.William Paul Taylor
Paul Taylor has more than 21 years of experience in leadership roles, including CEO experience in public and private companies across multiple industries.
Taylor provides CEO and Board advising, senior executive coaching, and C-suite consulting. He specializes in startups, turnarounds, sales and marketing reengineering, and raising-restructuring capital. During mergers and acquisitions, organizational change, and key person displacements, Taylor performs in interim CxO positions to assist clients in transition.
Today, Taylor is a co-owner of Investor Funding, LLC, a Mauldin, South Carolina–based investment banker, where he develops new market lending opportunities. Additionally, he owns and runs several building supply companies to enhance the return of his lending companies’ investments in multifamily and residential new construction. He leverages international relationships to minimize costs and has associated companies to gain new distribution rights. He has purchased several companies using this unique “captive client” model.
From 1997 to 2006, he served in varying roles in BSA Sales, LLC, beginning as a consultant responsible for all aspects of start-up operations and progressing to COO and co-owner. He was retained as President after BSA was successfully sold to Synnex.
From 1994 to 1997, Taylor served as Acting Vice President, Technical Support Manager, and Government Sales Manager and Director for FA Distributing / Gates Arrow. Within these roles he assisted with six company acquisitions, oversaw sales of computer products and peripherals to government entities, developed a sales prediction model for HP, and achieved profitability for technical functions.
Before this, he owned EZ Link Computers in Tucson, Arizona, where he gained experience selling computer equipment to government entities and hiring, training and supervising employees. This company allowed him to use the skills he learned in the United States Air Force as the base Small Computer Manager.
Taylor holds many technical certifications including Microsoft Certified Engineer and Novell Certified Network Engineer and Instructor; he is 3COM Wizard Certified, and was the First IBM Professional Server Engineer as featured in Computer Reseller News.