Fox Management Consulting Advisory Group
The Fox School of Business is pleased to present the 2017-2018 Fox Management Consulting Advisory Group, who supports Fox MBA students in their development as students and professionals. This is a very dedicated, talented, and experienced group of professionals, who provide over 800 hours of service to Fox MBA students, faculty, and consulting clients. As a result, the school fulfills its reality-driven value promise to clients and reality-driven rigor to all students. The Fox faculty and staff appreciate this group’s ability to listen, ask hard questions, offer practical critique and guidance, apply expertise in unique ways across a range of industries, sectors, and businesses, and generously share its networks and contacts to help Fox project teams accelerate their research.
Director – The Seigfried Group
Brad specializes in streamlining business processes and executing business strategy. Brad excels as a project manager, assisting banks in dealing with optimization of their compliance function and addressing regulatory concerns. Brad has also led numerous teams and spearheaded PMO, merger-integration, operations, and IT improvement-related change management engagements. Brad is a Certified Six Sigma Green Belt (CSSGB) and an alumnus of the Fox School of Business Professional MBA Program (2013) where he maintained a dual concentration in Strategic Management and Corporate Finance. Brad participated in the FMC program as a student. His undergraduate degree is a BS Economics from the University of Florida.
President – RBA Strategic Directions
Bob is a Clinical Faculty Member with Enterprise Management Consulting at the Fox School of Business. In this role, Bob leads small teams of MBA students in the completion of business strategy consulting projects for clients, both profit and non-profit. Prior to working with EMC, Bob was in the human resource consulting business for almost 35 years having spent the first seven years at Towers Perrin and the last 27 years with Mercer Consulting. Bob became one of 300 employees in the firm (out of 13,000) to become a World Wide Partner at Mercer in 1988 at the age of 40. Bob has also been active in the community as a Board member of Junior Achievement, the Arts and Business Council, and is currently on the board of Philadelphia Futures. He has also been very active in youth development in Upper Main Line area primarily though sports programs.
Assistant Professor of Practice – Strategic Management
Marilyn Anthony joins the Fox School as an Assistant Professor of Practice on a Non-Tenure Track appointment in the Strategic Management department. She will also serve as the Director of the Flinders Project. Since 2013, she has served as an adjunct instructor within the Fox Part-Time MBA program and a project executive with the Fox Consulting Management Practice. A multi-faceted entrepreneur with a history of successful start-ups in for-profit and not-for-profit arenas, Anthony has conceived, funded, and executed large-scale operations, built support teams, and delivered measurable results. Previously, she has served as executive director of Lundale Farm, a non-profit organization that created a network of for-profit farms, and eastern regional director of the Pennsylvania Association for Sustainable Agriculture, among other professional appointments. Anthony received her Master of Arts degree in teaching from Brown University, and her Bachelor of Arts degree in English literature from Cornell University.
Retired – CEO GatesAir
Phil Argyris served as CEO of GatesAir, a global leader in next generation over-the-air broadcast solutions for radio and television. Mr. Argyris leveraged his thirty years of management and leadership experience as well as his valuable tenure leading the former transmission division of Harris Broadcast to drive innovation and excellence in wireless over-the-air solutions. Mr. Argyris has been a resultsoriented leader spanning the broadcast, Oil & Gas and high-tech industries for three decades. Prior to joining GatesAir, he served in senior management roles at Harris Corporation and Harris Broadcast, including Human Resources, General Manager of the then former GatesAir over-the-air Business Unit and Executive Vice President of R&D, Product Line Management and Marketing at Harris Broadcast. Mr. Argyris holds an MBA in Industrial Relations and Organization Behavior from Temple University’s Fox School of Business Management and a BBA in Finance from Temple University.
VP of HR Consulting Services – Computeach LLC
Randy has over 30 years of Human Resources experience with companies ranging in size from 40 to 3500 employees in both domestic and international locations. He has in-depth background in search/recruitment, compensation, benefit program design, benefit broker negotiation, employee relations and union avoidance. Prior employers include 13 years as Vice President of HR in financial services, 7 years as HR Manager in manufacturing, 8 years as Vice President of HR and Administration in software development and 5 years as VP of Consulting Services in I T training and HR Consulting. For the past 12 years he has been raising capital, identifying business opportunities and identifying talent for start up companies. He has been a co-founder and COO of several start-ups Randy currently serves as Vice President of HR Consulting Services with Computeach LLC and is an advisor to second year MBA teams in The Fox School of Temple University and serves on a non-profit board.
Christopher K. Bailey
President & CEO
Chris founded the firm in 1985. As president, Chris is responsible for the overall management and direction of the firm including shaping and implementing vision and mission. Throughout his career, Chris has led a variety of branding initiatives for clients ranging from Fortune 500 companies to promising start-up ventures. The firm has been recognized for its branding expertise through awards and recognition from organizations such as AIGA, American Corporate Identity and the London International Advertising Awards. A recognized branding expert, Chris has authored articles for periodicals, such as World Trademark Review and The Journal of Brand Strategy; he’s contributed to books on food and pharmaceutical marketing; and he’s spoken on branding, environmental branding and brand package design. He is a co-founder of GDS, a global alliance of three independent branding firms with locations in Asia, Europe and North America. GDS provides a global reach for each of the member firms. He holds memberships in several industry associations including the NRF (National Retail Federation) and the DMI (Design Management Institute). Chris is a graduate of the Rochester Institute of Technology, is a Distinguished Alumni Award recipient and is a member of the Advisory Board for the School of Design. Chris is married.
Business Development Director
Joe has over 35 years of sales and sales management experience in the professional services industry. He began his career designing voice and data telecommunication networks and spent 15 years in the telecommunications industry. For the past 20 years, he has assisted clients in solving their accounting, tax and business advisory challenges working for Deloitte, Grant Thornton and most recently with BDO. Joe spent much of this time with manufacturing, distribution and financial services companies providing management and operations consulting services. Among the many projects, he assisted companies select and install financial software systems, design and implement strategic planning programs, and reduce operations costs through process reengineering. In addition to his professional career, Joe has spent time fundraising for the American Cancer Society, Boy Scouts, Gilda’s Club and is currently on the Board of Directors of the Charitable Ticket Network. Joe received both his BE degree in civil engineering and MBA from Vanderbilt University.
Owner & President – I DO Wedding Consulting
Lynda Barness is the owner/President of I DO Wedding Consulting, a wedding planning company offering personalized and customized services. Prior to the start of this recent venture, she was the President of The Barness Organization, a real estate development and homebuilding company that operated primarily in Pennsylvania and New Jersey. Barness has had a range of volunteer activities, including as a member of the Board of Directors/Trustees of Abington Memorial Hospital, Bucks County Community College, the Homebuilders Association of Bucks/Montgomery Counties, PennDesign, the University of Pennsylvania, the Abramson Cancer Center Director’s Leadership Council, and others. Lynda received a Master of Arts degree in International Relations from the University of Pennsylvania. She is the author of I DO: A Wedding Planner Tells Tales and editor of The Man I Knew Was Once a Boy and also The Man I Knew.
Design Principal – Think Company
Matthew Bartholomew has over 15 years experience building and leading successful project teams for clients in financial services, healthcare, transportation, and education. As Design Principal at Think Company, he provides strategic and design oversight for dedicated project teams. His focus is on design as a process that includes user research, goal definition, content strategy, information architecture, interaction design, rapid prototyping, usability research, visual design and development. He believes that complex design challenges can only be solved by leveraging the perspectives of the entire project team including researchers, technologists, content strategists, project managers, marketing strategists and business stakeholders.
Bruce C. Belzak
Managing Director – Marsh USA Inc, Retired
Bruce C. Belzak retired from Marsh USA Inc. (effective July 31, 2013) as Managing Director and U.S. Practice Leader for Marsh’s Life Sciences Practice after 43 years. During 2014, Bruce spent part of his retirement helping Marsh & McLennan Companies’ Government Relations team build the firm’s grassroots initiative. Based in the Philadelphia office, Bruce was also the Client Executive and Senior Relationship Officer for a number of the firm’s major clients. Bruce’s experience included overseeing due diligence projects and designing creative solutions to facilitate merger, acquisition and divestiture activities; corporate restructuring and mission realignment, developing innovative solutions to reduce cost of risk; and identifying revenue growth strategies for clients. Bruce founded and served as Chairman of the City of Philadelphia’s Private Sector Task Force for Risk Management that led to the creation of the city’s current risk management department. He authored numerous articles and papers, frequently quoted in industry publications and periodicals and was a frequent speaker, panelist and presenter at industry and client seminars and conferences.
Executive Coach and Talent Consultant – MHBiglan Consulting LLC
For more than 20 years, Marion Hodges Biglan has dedicated her career to expanding opportunities for kids in low-income communities by connecting and developing educational leaders. Marion now brings expertise to entrepreneurial and mission-driven organizations as a coach and consultant to senior leadership, providing executive and management coaching and strategic advising on talent and management practices. Marion has a proven track record of building teams, developing leaders, and leading through growth and change. Marion served as the founding executive director of Teach For America’s Chicago region and then helped build Teach For America’s Human Assets team. She led a 35-person team of consultants and coaches who advised Teach for America’s senior executives on human capital strategy. Specifically, she and her team partnered with managers on management and leadership development, staff culture and performance, diversity and inclusiveness, change management, and talent recruitment. Highlights include closing the organization’s diversity retention gap, launching the organization’s first in-house executive coaching wing, and ensuring that her team achieved exceptional team engagement, retention and diversity results.
Executive Director of Corporate Communications – BDP International
Arnie Bornstein is the executive director of corporate communications for BDP International, one of the world’s leading privately-held logistics and transportation management firms. He has spent most of his career in commercial service industries, most notably in transportation, logistics and energy. Prior to joining BDP in 1997, he was a director in the Public Affairs Department of one of North America’s largest surface transportation companies. While his principle duties focused on marketing communications, he was also involved with strategic and tactical initiatives in support of Crisis Management, Media Relations, Total Quality Management and Safety. Earlier in his career, he was associated with the energy industry in several public relations capacities. Mr. Bornstein has been president of both the Association of Railroad Advertising & Marketing and the Transportation Marketing & Communications Association, and a member of the Business Marketing Association in North America. He is a graduate of Rowan University in Glassboro, New Jersey.
Margaret Berger Bradley
Director – Investment Partnerships at Ben Franklin Technology Partners of Southeastern Pennsylvania
Margaret has spent more than 25 years in non-profit and government leadership and management, with particular experience in communications, strategic planning and implementation and organizational systems and growth. She was until recently Chief Operating Officer at TRF, a national leader in neighborhood revitalization, which has invested over $1.1 billion in homes, schools, supermarkets and other community resources, in pursuit of its mission of creating opportunities for low-wealth people and places. As a member of TRF’s executive team, she led communications, investor relations, capitalization, information technology as well as organization-wide systems and planning. Ms. Bradley previously served as Director of Communications and Investor Development at TRF, having joined the organization in 1998 to manage its workforce initiatives. Prior to joining TRF, Ms. Bradley was a member of The Conservation Company (now TCC Group), where she provided management consulting and organizational development and planning services to corporate and private grant makers and nonprofit organizations across the United States. Her six years at the U.S. Environmental Protection Agency included developing enforcement training for implementation in Eastern and Central Europe and managing a major recruitment campaign.
Consultant – Philabundance
Dick is a former partner with Andersen Consulting, a global information systems consulting organization. He specialized in managing large and complex systems projects in a variety of industries. After Andersen Consulting, Dick was Vicepresident, Information Systems for Reader’s Digest Association where he was responsible for global business expansion and implementation of standard operations systems. Dick also was Vice-president of Information Systems for Aramark in Philadelphia where he was a member of Aramark’s Executive Leadership Council, the company’s senior management and leadership group. He had responsibility for all Group and Corporate information systems. Currently, he assists Philabundance as an advisor in a major project to restructure its internal operations. Dick has a BA from Villanova and an MBA from Rutgers University
Edward R. Case
Edward R. Case (“Ned”), formerly a CFO for private equity portfolio companies and an officer at Fortune 500 firms, has worked in the automobile, food manufacturing, building products and chemical industries. His last two corporate assignments were turnarounds. Since 2009 he has had his own practice providing financial, marketing and planning support for mid-market and regional companies. He has been involved with Fox Management Consulting since 2010. Ned started his career in 1984 in corporate treasury with General Motors in New York City, becoming Treasurer of GM of Canada, then a $16 billion company, in 1989. He joined Campbell Soup as Deputy Treasurer in 1991, subsequently moving to operations as finance manager for dry soups and later to director, international acquisitions. From 1996 to 2002 Ned was was corporate controller, CFO of the European flooring business, and general manager of ceramics at Armstrong World Industries. After Armstrong, Ned served as CFO for two private equity portfolio companies in building products and in chemicals. Since 2009 Ned has had his own practice in corporate finance for smaller businesses and not-for- profit organizations in financial distress. For two years he was a part-time CFO for a $20 million multi-location retail food co-op that had been chronically unprofitable. At an $8 million service company he led a turnaround that required significant
Phil Charron, MED
SVP Consulting and Talent, Think Company – Head of User Experience, Basil Leaf Technologies
Phil is Sr. Vice President of Consulting & Talent at Think Company. Phil has been consulting, teaching and writing about design and interactive media since 1992. He has led large-scale design teams for consultancies that work with Fortune 500 companies across many industries: Pharmaceutical, Finance, Consulting, Retail, Healthcare, Technology, and Big Data. Phil was an adjunct faculty member for the Digital Design program at Philadelphia University for 19 years. In 2013, Phil joined the Basil Leaf Technologies XPRIZE team with the challenge to build a working consumer Tricorder. 312 teams joined from 29 countries. While it was originally a hobby, their team took first prize in April, 2017. Phil continues to lead design efforts for Basil Leaf and often speaks about the important role of User Experience in consumer medical device design.
Director – Packaging R&D
A senior Engineering Management/Leadership professional with excellent technical skills and management expertise and over 20 years experience in Packaging, Sustainability, Supply Chain Demand, Manufacturing , Distribution and Marketing. A professional career in Package Engineering, which has involved all aspects of design, development, project management, analytical produt/package systems testing, regulatory requirments, FDA compliance and experience with consent decree remediation of facilities, policies, and standards. Experience in the food, pharmaceutical, and consumer products industries. Additional experience in consumer research with a focus on packaging and innovation process development of products and packages(CPG). Small business experience as President and CEO of engineering consultant firm and personal gifts and embroidery firm.
Business Development Manager, Arkema
Fabrice works in business development for Arkema’s technical Polymers division which designs and develops high end specialty polymers for a wide range of diverse applications and markets such as water filtration, architectural coatings, automotive, batteries or oil and gas. In his leadership role, he is responsible for the oversight and deployment of the North American business development strategy, identifying new markets and applications, managing and executing a balanced portfolio of development projects to fuel the business growth. He started his career in 2001 at Arkema as an R&D scientist in France and held since technical service, business development, marketing and sales positions for different Arkema businesses in France and the United States. He received a Ph.D. in Materials Engineering and Science from the “Ecole des Mines” (School of Mines) of Paris, France, a Master in organic Chemistry from University of Lille and a master in general engineering from “Ecole des Mines” of Douai (France).
Richard I. Cohen
Principal – Deloitte Consulting LLP
Rich Cohen is a principal with Deloitte Consulting LLP and has more than 35 years of experience in providing consulting services in support of the design, development, implementation and support of information technology in a variety of industries. He has provided services that have helped companies in their efforts to create technology strategies and implement and deploy business intelligence solutions to drive improved business performance spanning across several industries including pharmaceutical, consumer products, discrete manufacturing, insurance, financial, telecommunications, real estate development and online services. He has considerable experience providing services in the life sciences and health care industry and is continuously exploring ways to transform health care in relation to the area of Patient and Healthcare data through the use of technology. Rich was a regular contributor to ëInformation Management’ magazine where he wrote a monthly column on business intelligence strategies. He currently took on a new role as a Senior Contracting Partner and Qualified Negotiator in which he leads negotiating teams, providing up-front help with developing the strategy for complex deals as well as assistance in resolving disagreements during negotiations.
Patrick Connolly, MD, MBA, Facs
Neurosurgeon – Penn Medicine
Patrick is a board-certified neurosurgeon. He has been in practice since 2004, and has worked in a variety of physician practice models. After completing a fellowship in the surgical treatment of movement disorders and epilepsy at Penn, he was appointed to the neurosurgery faculty at Temple and was residency program director there for five years. Now at Penn again, he is working within the recently inked Penn-Virtua strategic alliance, building a neurosurgery service from the ground up and operating across both organizations to realize the full value of the partnership. His clinical interests are operating room patient safety, the end-to-end patient experience, and management innovations to deliver value in healthcare. He and his mentor wrote the first paper on check-listing in neurosurgery and he recently explored team-building among surgical residents as a patient safety initiative. Patrick has a small portfolio of angel investments as well. In 2014, he earned his MBA degree in the Fox executive program.
Design Lead – Think Company
Abby DePrimo is an experienced digital product design lead bridging research, user experience design, and visual design. Currently, she leads and designs projects at Think Company in Philadelphia for clients ranging from small startup to Fortune 500 enterprises, with a special interest in complex system design. Abby partners with clients to envision strategic and engaging solutions for complex problems, balancing user needs, business needs, and technological capabilities. She facilitates small and large group workshops using design thinking methodology, conducts in-depth user research, and leads project teams from design to market launch. Abby graduated with a Bachelor of Science from The Pennsylvania State University.
David G. Donald
Founder and President – PeopleShare
In 1988, Dave founded Keystone Staffing, a temporary service company providing clerical, accounting and light industrial employees to businesses in Southeastern Pennsylvania. In 7 years the business reached $5 million in annual revenue. Dave sold Keystone to a publicly traded, $2 billion staffing company based in Orange, CA. With a limited presence on the east coast the company made its first ever acquisition in Keystone to spring board its position in the market. As the East Coast Regional Manager for the new company, Dave led his region from $5 million in revenue to $53 million over the following 4 years and opened 10 new offices. Dave’s 15 years of staffing experience as president of a small company and an executive in a top 10 staffing company gives him a unique advantage of knowing how to leverage the strengths of both. Dave established PeopleShare in January of 2005 with the vision is to be different than any other staffing company. Since that time, while the Staffing Industry has struggled in a sluggish economy, PeopleShare has experienced unprecedented growth reaching $10 Million in revenue in only its 3rd year. In 2007 and 2008 PeopleShare won the coveted award of “Best Place to Work” by the Philadelphia Business Journal. Dave graduated from Temple University, Fox School of Business, with a B.B.A. in 1986.
CIO – Wyeth Retired
Bruce Fadem retired as CIO for Wyeth in November 2005, where he was responsible for providing information technology strategic direction to the corporation and managing the corporation’s global IT business application solution and shared services operations units. Bruce joined Wyeth in September 1995 as Head of Information Technology for the pharmaceutical domestic commercial operating division. Prior to joining Wyeth, Bruce spent twelve years with BankAmerica Corporation in a variety of senior information technology positions including; Head of Worldwide Application Development, Head of Worldwide Technology Development and Deployment, and Retail Bank CIO. From 1971 to 1983, Bruce was employed by First Pennsylvania Bank N.A, where he served as CIO from 1978 to 1983. Since retirement, Bruce has been providing advisory assistance to various technology services companies. He is Chairman of Temple University Fox School of Business IT Advisory Board, and Editor in Chief for their Institute for Business and Information Technology (IBIT) Report.
US Sales Manager – MAC-MOD Analytical
Geoff is a strategic business developer in the life science analytical chromatography space serving mainly (Big Pharma, Small Pharma, Biopharma, Research Institutions, Industrial Chemical manufacturers and Academic Institutions) clients. He is skilled at developing a sales and marketing business plan that maximizes profit and exceeds internal revenue forecasts. He focuses his efforts on selling value added solutions across multiple verticals, and building MARCOM plans that win against billion dollar competition with bigger budgets and more resources. Currently, Geoff’s role is National Sales Manager at MAC-MOD Analytical: A boutique life science chromatography firm located in Chadds Ford, PA. In 2003, Geoff graduated from Penn State University with a Bachelors degree in Chemistry and in 2014 he graduated from Temple FOX School of Business Executive MBA Program with Honors. Geoff serves as a Director on the FOX School of Business Executive MBA Alumni Board and as the Director of Sponsorship for the FOX School of Business Alumni Association. In his free time, Geoff enjoys spending time with his wife, Starr and 2 kids (Natalie and Ethan), playing guitar and performing minor handy-man jobs around the house. He resides in Sellersville, PA.
Assistant VP, Head of Sales Strategy & Operations – Lincoln Financial Group
Ari has spent the last 15 years in sales, consulting, strategy, and operations leadership roles primarily in the financial services industry. Entrepreneurial in nature, he’s enjoyed helping firms turnaround departments, launch new products, and enter new market segments while always focused on delivering meaningful improved results. For the last six years, he had held the role of AVP, Head of Distribution Strategy & Operations at Lincoln Financial Group. In this role, he developed and executed a number of strategies that resulted in the growth of the institutional retirement plan business to record levels of sales and profitability, while also managing multiple departments. Ari obtained a BS, Marketing from Bloomsburg University and MBA with a concentration in Investment Management from Drexel University. He has completed leadership certificate programs through Cornell University, is Lean Six Sigma certified, and holds a number of FINRA licenses as well as other industry specific designations.
Senior Manager – CFAR
Carey Gallagher is a member of CFAR’s Healthcare Group and Change Implementation practice areas, with more than 15 years of experience. Carey is skilled at analyzing complex dilemmas and identifying levers that accelerate change initiatives within an organization’s existing culture. She is an experienced speaker and author, and has presented to the executive track of the Healthcare Businesswomen’s Association, the Executive Leadership in Academic Medicine (ELAM) program, and to the Alliance of Independent Academic Medical Centers, among other audiences. Carey has been recognized with the Regent’s Award for Early Career Healthcare Executive by the American College of Healthcare Executives, where she currently serves on the executive committee of the Greater Philadelphia chapter, HLNDV. She earned a BA in English from Georgetown University, and holds a Master’s of Business Administration with a concentration in International Business from the Fox School at Temple.
Thomas L. Gallo, EMBA
Healthcare Management Consultant
Tom Gallo is a healthcare management executive with over 20+ years of experience in strategic account management, operations and finance in an insurance environment. Tom has lead winning teams to create growth for healthcare payers, vendors and service providers. Tom is a Senior Strategic Account Executive for OptumRx which is a pharmacy benefits management subsidiary of United Healthcare. Previously, he served as Vice President of Strategic Account Management and Vice President of Operations in both the Government and Commercial Healthcare Divisions of Connolly LLC., the world’s largest privately-held recovery auditing services firm. There he pioneered the design, launch and growth of a new line of business and was honored with Innovation Awards for creating the first centralized service and fastest start-up in the company’s 30 year history. Before that, Tom led AtlantiCare Administrators, a subsidiary of Horizon BCBSNJ and AtlantiCare Health System. He gained a foundation in financial management at The Travelers and CIGNA Corporation. Tom earned his Executive MBA from the Fox School and remains active on the EMBA Alumni Board and has been a member of the Fox Management Consulting team since 2015.
Senior Consultant – Liquid Hub
As a senior consultant in design research, Jessica Gamache works with her clients to improve the experience of an organization’s most important people, their employees and their customers. Combining her research in the field of cognitive science with experience as a management consultant, Jessica uses her knowledge of human behavior to get to the root of issues and remove friction in the processes and technology that people use every day. Jessica holds a Ph.D. in Linguistics and Cognitive Science from Michigan State University and a BA in Linguistics and Spanish from the University of Massachusetts Amherst.
Chief Innovation Leader, Life Sciences – LevLane Advertising
Timmy has devoted more than 35 years to promoting healing and health through his work in multiple healthcare and life sciences industries. In recent years, he has focused on marketing strategy and communications for clients in the pharmaceutical, biotech, medical device, and diagnostics sectors. He also provides strategic counsel and marketing services to health systems, hospitals, provider networks, and payer organizations. As Chief Innovation Leader, Timmy brings a passion for positive organizational transformation to LevLane’s healthcare and life sciences clients. He has helped many clients achieve their goals by adopting novel patient- and customer-centric approaches with demonstrable ROI. Timmy’s focus on client partnership has produced strong relationships that endure through multiple stops on his clients’ career paths. Timmy serves on the Board of Visitors for Samson College of Health Sciences at University of the Sciences, and is also a member of the alumni society board and a guest lecturer at Penn State’s Smeal College of Business.
Steven R. Garfinkel
Partner – Financial Process Advisors
For thirty years, Steven R. Garfinkel has served at the corporate level as either or both the Controller, Treasurer and Chief Financial Officer of three large publicly traded financial service firms. Steve is a high energy, results oriented professional with diverse through the ranks experience. He is hands on oriented with extensive financial, project and processing area management experience as well as excellent analytical, writing, leadership and presentation skills. Steve founded Financial Process Advisors in 2009 after working for several years for VistraPartners with responsibility for consulting on the management and financial aspects of that firm’s private company clients. He has considerable experience with diversified bank operations; corporate capital structures; investor and banking relations; structured finance and secured borrowing; controllership and accounting; internal management reporting and information systems; securities and derivative trading; and human resources and management development. For nine years Steve was the EVP & CFO of a $3 billion publicly traded finance company specializing in financing the healthcare sector. He was responsible for all aspects of Finance, Treasury, Accounting, Technology and Human Resources.
Gary L. German, CPA
Managing Director – Alba Advisors, LLC
Gary German is Managing Director of Alba Advisors, LLC, a project oriented firm specializing in insurance related activities. His particular areas of expertise include audit, forensic accounting and fraud investigation. Mr. German’s undergraduate work was completed at Wake Forest University, with a Bachelor of Science in Accounting. He played football and was a member of the 1970 ACC Championship team. He joined the firm of Price Waterhouse & Co. and developed a broad base of experience that includes both manufacturing and financial services. He spent 25 years in the insurance segment and has held senior management positions with some of the most respected names in the industry. He has worked hand-in-hand with state and federal law enforcement as the lead forensic investigator in major fraud investigations. He has also designed and implemented internal audit functions for major companies. Mr. German serves as clinical professor in the MBA program at the Fox School of Business – Temple University. He has also taught in an executive education program at the University of Pennsylvania’s Wharton School of Business. He speaks frequently on fraud and his audiences have included CPA groups, Fortune 500 companies, the Federal Reserve, the Secret Service, and other professional and law enforcement groups around the country. He is a licensed CPA.
Executive Principal, Victrix Global – Partner, Pivot88
Araceli Guenther has over 20 years executive management experience and a proven ability to oversee and direct high visibility and complex management consulting projects. In addition to being an Executive Principal for Victrix Global, a consulting firm, Araceli is also a Partner with Pivot88, a software company focusing on the use of emergent technologies to provide visibility into the most vulnerable and riskiest parts of the Supply Chain – quality control within suppliers. Over the past few years, Ms. Guenther has directed numerous projects for companies in the U.S., Latin America and Europe. She has reviewed over $3 billion in spend and has been responsible for producing and implementing savings strategies of over $400 million. Ms. Guenther has been involved with Temple University for the past seven years as a member of the Advisory Board for the Fox School of Business and Fox Management Consulting, also serving as Project Executive for the MBA program. Araceli is also involved with – International Business and Management Consulting. She teaches Fundamentals of Latin American Business, at the undergraduate level, as well as an MBA course in Management Consulting Principles and Practices. She has a graduate degree from Southern Methodist University Graduate School of Banking and Finance. She is fluent in Spanish and conversational in German.
Bob is a strategy consultant and counselor. On his consulting projects he works closely with leadership teams in the profit and non-profit sectors. In his counseling activities he works one-on-one with individuals both in early stage entrepreneurial assessment and start-up and in mid career.
Harries is on the board of WTS Inc. and an advisor for the Temple Enterprise Management Consulting Center. His previous board positions include Friends of the Wissahickon, International House Philadelphia and Metropolitan Career Center.
He joined FMC Corporation in 1977. There he led a variety of global businesses in specialty and commodity materials. Before his retirement in 2003, Bob was senior vice president and general manager, Industrial Chemicals Group and Shared Services. In this capacity he directed five worldwide businesses which employed over 2000 people and FMC’s corporate strategy, technology, HS&E, purchasing and engineering functions.
From 1970 to 1976, Bob consulted for McKinsey and Company in Melbourne, Sydney and New York. From 1967 to 1970, he was a financial manager with WR Grace and Company, operating from New York then Milan. He received a Master of Business Administration degree from Harvard University where he was a Frank Knox and a Fulbright Fellow. He earned a Bachelor in Economics degree with first class honors from the University of Adelaide and was an All Australian amateur footballer.
Bob’s interests include outdoor sports, community welfare and reading. He and his wife, Susie, have two married sons, Garth and Will, and four grandchildren. They live in a carriage house on the edge of Fairmount Park in Chestnut Hill.
Senior Underwriter – Homeward Residential Capital
As a Senior Underwriter, Michael oversees a team of Diligence Reviewers tasked with assuring that mortgage loans delivered from correspondent lenders across the country to Homeward Residential are suitable for sale on the secondary market. Michael handles escalated issues from the Lender Clients with the focus on providing expedient solutions while assuring a reliable and marketable product to sell to Homeward Residential’s investors. He coordinates with internal Account Executives to provide support to assist Client Lenders in navigating issues with secondary market underwriting guidelines. Michael also reviews Quality Control reports on a regular basis to identify trends in Clients’ loan submissions, providing pro-active feedback and advice on an as needed basis. Michael holds a BA from the University of Pittsburgh and a MS in Business Administration from Central Michigan University.
Managing Director – Accenture
Rick Jackson has more than 25 years of experience with health plan operations and IT solving people, process and technology challenges for some of the largest global health plans. The first 10 years of that time were spent in key lead Operations/ IT positions working directly for health plans in roles up to and including VP and CIO. The second more than 15 years of that time were spent in practice and consulting leadership roles supporting some of the largest and most diverse commercial and Blues health plans. In addition to those roles, Rick has also served as an Adjunct Professor at Immaculata University writing and teaching health information technology curriculum, has written multiple published articles, has delivered multiple industry/conference presentations, and has served on a number of not-for-profit, and for profit Boards. Rick holds a Masters Degree in Business Administration from Saint Joseph’s University – Haub School of Business, and a Masters in Business/Global Management from the University of Phoenix.
Senior Partner, Information Solutions – Mercer
Tom is a Senior Partner in the Information Solutions (IS) group of Mercer’s Talent Division. He joined Mercer in 2003 and is based in Philadelphia. Tom has served in a number of roles at Mercer all having in common the innovation and launch of new products and services. He presently serves as the global leader of Research & Insights products which includes Mercer’s industries and metrics information products. Prior to joining Mercer, Tom was Vice President/Global Managing Director of Hay Information Services, Inc. at HayGroup Inc. He served at DRI/McGraw Hill as Group Vice President/General Manager of the DRI Energy Forecasting and Consulting Group, and GPU Service Corporation in the Corporate Planning Division. Tom earned a bachelor’s degree in economics from LaSalle University, a masters in economics / econometrics from Temple, and has completed doctoral studies in Economics at Temple University.
VP, Strategic Consulting – Opportunity Finance Network
Amanda Joseph is a social and economic justice professional leveraging more than three decades of impact and collaboration in philanthropic, nonprofit and social enterprise sectors. Amanda joined Opportunity Finance Network, the leading national network of community development financial institutions (CDFIs), in 2014 and serves as vice president on OFN’s strategic consulting team. Previously, Amanda directed affiliate operations at Solutions for Progress, a social enterprise focused on assisting Americans to sustainably move out of poverty through the practical application of technology, public-private partnerships, and civic engagement. For more than a decade prior, Amanda co-created and directed “TZEDEC: The Jewish Partnership for Community Investing,” a project of The Shefa Fund/Jewish Funds for Justice. Before moving to Philadelphia in 1998, Amanda worked as a commercial loan officer for the Self-Help Credit Union, a nonprofit community development credit union in Greensboro, NC. She holds an MBA from the Yale School of Management (1996) and an AB from Bryn Mawr College in the Growth and Structure of Cities (1986).
President and CEO – Philadelphia International Medicine
Mr. Leonard Karp is the President and CEO of Philadelphia International Medicine and a two-decade veteran of the U.S. healthcare industry. At Philadelphia International Medicine, Mr. Karp leads an organization whose goal is to establish the Philadelphia region as an international healthcare destination of choice. Mr. Karp is also an international trade advisor to the U.S. Department of Commerce and the Office of the U.S. Trade Representative as a member of the Industry Trade Advisory Committee on Services. He has spoken on international health care to audiences in South Korea, Equatorial Guinea, Abu Dhabi and throughout the United States. Mr. Karp is chairman of the Upper Dublin Township Zoning Hearing Board. Previously, Mr. Karp was vice president of the Delaware Valley Hospital Council, director of Public Affairs for the New Jersey Insurance Department, and an award-winning reporter/editor. Mr. Karp is a member of the Board of Directors of the National U.S. – Arab Chamber of Commerce, and in 2017 was awarded the International Services Leadership Award by the US Cooperative for International Patient Programs. Mr. Karp holds a BA in Journalism and a Masters of Communications from Temple University.
Design Research Consultant – Liquidhub
Informed by a solid academic understanding of research and design working together to affect user experience, Elizabeth brings a forward-thinking, analytical mind to Electronic Ink’s design-research efforts. In her role at Electronic Ink, Elizabeth helps clients improve their user experience and business processes through research, including conducting mobile and desktop usability testing on multiple customer-facing websites and facilitating stakeholder working sessions. She earned a Master of Social Science from The Oxford Internet Institute, University of Oxford. Prior to that, she earned an MSLIS from Pratt Institute and a BA in art history from Williams College.
John C.S. Kepner
President – Fenway Management Advisors (FMA)
Through FMA, Mr. Kepner provides advisory services for community-based social service organizations. He was Senior Vice President, Holy Redeemer Health System from 2008-June 2015 (retirement); and President, The Leland Group, LLC (emerging marketing and capital formation services) and Fenway Health Management Advisors, LLC (health care consulting) from 2001-2008. Before then, Mr. Kepner had a 30 year business and legal career as: Senior Vice President, University of Pennsylvania Health System – 1993 to 1999 (principal architect of physician and community hospital networks); and Partner, Executive Committee member and Business and Health Law Department Chair, Saul Ewing, LLP from 1972-1993, 2000-2001 (representing hospitals, physician groups and other health care organizations). Mr. Kepner is now a board member of Gwynedd Mercy University, Philadelphia Youth Sports Collaborative and Vincera Foundation; Volunteer Member, Health Spark Foundation; Annual Campaign Cabinet member, United Way of Greater Philadelphia and Southern New Jersey; and Senior Advisor, Drexel University Health Law Program. He graduated from Wesleyan University (1968, B.A.) and Penn Law School (1971, J.D.).
Director of Brand Engagement and Experience – Holy Redeemer Health System
Kevin has 20 years of experience in marketing operations and product development. In his current role as Director of Brand Engagement and Experience at Holy Redeemer Health System, he is responsible for the development of the digital strategic plan, patient engagement, brand messaging, analytics and insights. Prior to this, he was Executive Director of Adventure Aquarium, leading all business responsibilities including marketing, operations, facilities and strategic planning. In addition to leading one of the nation’s largest aquariums, he played a leadership role in expansion of the Philadelphia/Camden Waterfront as a tourist destination, culminating with the “Tall Ships Festival” in June of 2015, drawing over 100,000 visitors. Kevin received his Bachelor’s Degree in History from Temple University, worked with the Democratic National Convention Host Committee and served on the Board of Directors for the Coopers Ferry Partnership and The Camden County Regional Chamber of Commerce.
Senior VP – Centric Bank Lancaster County Loan Production Office
Bill was recently named the Senior Vice President, Market Leader for Centric Bank’s new Lancaster County Loan Production Office. Bill is responsible for bringing “Food Centric” banking services and agribusiness relationships to Pennsylvania farmers, food producers and processors, and agricultural support industries. In addition, Bill serves as Treasurer of Pennsylvania Association for Sustainable Agriculture (PASA). Bill is a veteran of agribusiness banking in Southeastern Pennsylvania, with 17 years of experience in the industry, most recently with MidAtlantic Farm Credit as Vice President, Regional Lending Manager. During his tenure at Farm Credit, Bill served as the client liaison on a Fox Management Consulting project titled “Lending Strategies for New Generation Producers”. The study researched how a conventional lender can meet the needs of local, sustainable, organic farmers. An adjunct professor at Delaware Valley College, Kitsch teaches financial and managerial classes to MBA students. He is an accomplished speaker and has given numerous presentations covering strategic and financial planning, sales development, and various motivational topics. Bill grew up in New Jersey, holds an MBA from Millersville University, a B.S. degree in Agribusiness from Delaware
Learning and Development Consultant
Tess Kristensen, M.B.A., M. Ed., is a consultant with 23+ years’ experience in Strategic Planning/Learning and Development. She acts as a “change expert” by determining what moves people, how organizations breathe, and creating plans to make it happen. She is a clinical adjunct faculty member at Temple University’s Fox School of Business and has worked with M.B.A. students to manage various client consulting engagements. Tess also led large-scale educational initiatives at financial services firms including Janney Montgomery Scott, Raymond James, Hilliard Lyons and TD Ameritrade. She holds Masters degrees in both Education and Business Administration and is an Accredited Wealth Management Advisorsm. She also volunteers for Philly AIDS Thrift and the Norwegian American Chamber of Commerce.
Joseph P. Kurpiewski
Retired Strategy and Technology Advisor
Joe has been a Project Executive and Adjunct Instructor at Temple University for MBA Marketing Strategy and Planning courses, MBA Capstone Strategy courses and an undergraduate Capstone Strategic Management course. He has been a member of the FOX Management Consulting Advisory Board since 2009. Joe has more than 35 years of business and technology experience. He has effectively managed IT organizations and successfully led consulting assignments covering IT Strategy and Transformation, Program and Project Management, Business Process Modeling, IT Governance, and all aspects of Systems Development. During the last 15 years at the tier-one consultancies: Deloitte, BearingPoint and KPMG, he has been responsible for and involved in consulting engagements, which have frequently and consistently assisted and guided clients to identify and address challenging issues around organizational and technological transformation and their requisite supporting capability development. Joe is a past President, Board of Trustees at Child Care Connection of Mercer County. Joe holds a BBA in Marketing from the University of Massachusetts Amherst, an MBA from Rider University and an MS in Strategic Management from Temple University.
Principal – Strat 360
Steve is a consultant, who founded Strat360, where he leverages primary and secondary information to problem solve and identify opportunities for nonprofits, small businesses, startups and commercial entities. Steve blends wide ranging professional experience with the latest academic thinking to come up with innovative solutions. Proficiencies in technology, storytelling and visualization, enable Steve to deliver digestible business actions. In 2017, Steve is working in a consulting capacity for Johnson and Johnson converting extreme unstructured data into insights and actions. Steve has also worked effectively with: Agilent, AOL, AT&T, Citigroup, Educational Testing Service, Hewlett Packard, IBM, JP Morgan Chase, Kemper, Lucent, Macy’s, Microsoft, nonprofit associations, oVoo, Philadelphia Health Management, Progressive Insurance, The Home Depot, Time Warner Cable, and Zappos (Amazon). Recently, Steve earned a Master’s of Science with distinct honors from Temple University’s Fox School of Business in Digital Innovation in Marketing. In addition, Steve serves on the board of Temple University Hillel where he recently received recognition in leadership and commitment to the community by the Legacy Heritage Foundation.
Deputy CAO – HR&Talent
Jackie is the Deputy Chief Administrative Officer for HR&Talent for the City of Philadelphia. In this role, Jackie focuses on improving the operation of City departments and agencies through strategic human resource activities such as training and development, employee engagement, recruiting, onboarding and process improvements. Ms. Linton has held a number of executive positions including the Vice President of Human Resource for Synagro, the Vice President of Organization and Leadership Development at ARAMARK Corp. and the Vice President of Human Resources at Intracorp, a subsidiary of CIGNA Corp. She was nominated for HR Person of the Year for the Delaware Valley in 2017. Jackie holds a Senior Professional in Human Resources (SPHR) certification from the Human Resources Certification Institute, a Senior Certified Professional certification from the Society for Human Resource Management (SHRM-SCP), a Bachelor of Science degree in Industrial Technology from Southern Illinois University and a Masters of Business Administration from the University of Illinois.
Executive Director – Southeast Pennsylvania Area Health Education Center
Mara Lipschutz serves as both clinical faculty and as an advisory board member with Fox Management Consulting. She is the Executive Director of Southeast Pennsylvania Area Health Education Center where she provides leadership to bring together educators, students, healthcare professionals and the community to improve access to primary healthcare, especially in underserved communities. To this role, Ms. Lipschutz brings over 25 years of experience in commercial banking, non-profit operations and higher education. She has extensive expertise in planning and implementing strategies and programs, managing operations and compliance, researching and writing public grants, and building high impact partnerships and advisory committees. Mara has an MBA from Temple University, Fox School of Business and a BS in Business from Arcadia University.
Partner – KPMG U.S.
Steve is a Partner and KPMG’s U.S. Advisory Leader for Product Sectors and Markets, and is a member of KPMG’s U.S. Advisory Leadership team. He is responsible for overall client service and value, industry go to market efforts, innovation, and service portfolio strategies across the Industrial Manufacturing, Consumer Markets, Energy & Natural Resources, Technology, Media & Entertainment, and Telecommunications sectors. Scope of services to these clients include Strategy, Management Consulting, Risk and Regulatory Advisory, and M&A / Deal Advisory services. Prior to this, Steve was KPMG’s U.S. Leader for Management Consulting Services, a member of the U.S. Advisory Leadership, and a member of KPMG’s Global Advisory Leadership Team representing the Americas region.Steve has over 25 years of consulting and professional advisory experience in finance and business transformation, operations, cost and profitability improvement, M&A integration, and technology implementation. He has led major client engagements focused on reengineering functional business processes and integrating technology to create sustainable value and results. Before joining KPMG in 2006, Steve was a national practice leader with IBM.
Principal – Indigo Strategic Marketing Group, LLC
Ana Lopez is a strategic marketing executive with extensive experience in the financial services industry delivering solutions to open new markets, generate and engage new customers and accelerate business growth. Most recently Vice President, Direct Channels with TD Bank Group, Lopez was instrumental in the launch and adoption of new digital capabilities, such as Mobile Deposit. Previously, she was Senior Vice President, Strategic Planning with Wells Fargo from 2006-2011, where she developed consumer segment strategies, including the Bank’s first enterprise Hispanic strategy. Prior to joining Wells Fargo, Lopez was a Senior Vice President with Bank of America, where she managed the P&L of the Hispanic savings business (over $16B in deposits), and led the overall strategy and execution for high growth consumer markets, driving customized product and brand development, channel enhancements, and marketing programs, and launching a Spanish language web site. In the nonprofit sector, Lopez is currently serving on the Board of Directors of the Maternity Care Coalition in Philadelphia. She has also served on the Board of Trustees of the Latino Community Foundation in San Francisco and on the Board of Directors of the Women’s Institute for Housing and Economic Development in Boston. Lopez holds BS and MBA degrees from Columbia University and MS and JD degrees from Georgetown University. She was admitted to the Bar in New York.
Director of Business Development – Policy Map
Tom works in business development for PolicyMap, a division of The Reinvestment Fund. PolicyMap is the web-based US-national GIS mapping tool that is used to understand communities. In his role, Tom is tasked with strategy development for identifying new markets and use-cases for PolicyMap, which include government agencies, non-profit and commercial organizations, universities and the media, among others. Prior to joining PolicyMap in 2012, Tom served in various roles over 20 years at Thomson Reuters, the global information company, working in a variety of markets including pharmaceutical, business services and consulting, legal, financial, academic, nonprofits and the federal government. Tom brings data and visualization expertise to the table for Fox MC.
Executive Business Leader – Chemicals Plastics Materials & Engineered Products Industry Consulting
Bill is currently involved in business strategy consulting, teaching MBA classes and serving on two non-profit Boards. Having held positions of Business Director at Arkema, Senior Vice President at Power Medical Interventions, Vice President and General Manager at Greene Tweed and business management roles at ICI, Bill has significant experience leading and profitably growing global businesses. His expertise includes global business leadership, business development, strategic planning, strategic innovation, product and commercial development, portfolio management, mergers and acquisitions, collaborative partnership development, sales management, marketing management and supply chain management. Bill has a MBA (Beta Gamma Sigma honors) and a BS in Chemistry from the University of Delaware. He is certified in Lean Manufacturing, has training in Six Sigma project sponsorship and has certificates in supply chain leadership / management from Penn State. Bill also completed an executive management training course at INSEAD in Fontainebleau, France.
Executive Director – Comcast NBC Universal
Sarah is an Executive Director at Comcast NBC Universal focusing on various go-to-market processes in Sales & Marketing. Her specialty is business strategy and process design. Sarah has over ten years of experience in the North American telecom and communications industry. Prior to working in telecom, she worked as a Management Consultant for almost a decade where she also specialized in strategy and process design. She believes the most effective leadership skill to drive success is to build strong teams and to provide a clear strategic focus. Sarah grew up near Toronto, Canada and holds MBA degrees from Cornell University, Queen’s University and has a Bachelor’s degree in Psychology and another one in Sociology from McMaster University.
Owner, Founder, President of Debra Malinics Advertising, DMA: Owner and Founder, Communication Matters
Debra Malinics is a Marketing and Communications Executive with over 40 years of strategic marketing, branding, advertising and public relations experience. Personal strengths include innovation, leadership, team building, problem solving, public speaking, persuasion. Over 350 creative awards and recognitions include: Advertising Woman of the Year, Woman of Distinction, Woman to Watch, Outstanding Business Achiever, Who’s Who of Executive Women, Top 50 Women Owned PA Businesses, Brava! Award. The firm is continually listed in Top Agencies and Social Media and Marketing firms.
Debra attended Wilkes College and completed studies in Graphic Design at Studio School of Art, Philadelphia. She has taught and mentored throughout her career, and presently mentors with the Forum of Executive Women. She was a Business Volunteer for the Arts and helped businesses and young professionals gain the skills and confidence to successfully compete in business.
Debra is an avid equestrian and has crossed the Pyrenees on horseback. Debra studies Italian and French, serves on advisory committees and boards, is an avid lecturer, writer, public speaker and has a certified therapy dog, Carmen, who regularly visits non-profit and educational facilities. Debra is in the process of starting a new business, Communication Matters, which is aimed at helping graduating students gain a better understanding of the critical role communication plays in business success today.
Principal – Strategic Clarity Advisors
Ellen Marshall is an Organization and Program Management Leader whose experience is punctuated with diverse accomplishments in health care policy, professional education, and health and social service programming. Ms. Marshall has held many high level roles, including as Managing Director of the Psychoanalytic Center of Philadelphia (PCOP), a training center for psychoanalysts and psychodynamic psychotherapists, and as Vice President for Programs and Health Policy for the Arthritis Foundation, Eastern PA Chapter. Ms. Marshall was also a Program Manager with Public Private Ventures (PPV), where she oversaw the implementation of the nationally renowned, Nurse-Family Partnership (NFP), a nurse home visitation program for low-income, first-time mothers. She identified and helped secure a multi-year state contract for PPV and ongoing funding for the program. She also wrote a state-of-the-art manual, which helped NFP sites across the country secure Medicaid. Medical ethics policy she helped develop was adopted by the AMA and World Medical Association.
Ms. Marshall holds a MBA from Temple University Fox School of Business and an AB in Biology from Bryn Mawr College.
Managing Director – CM Analytics, LLC
Charlie is a seasoned, pragmatic, marketing analytics professional with forty years of experience gained through a broad array of product categories (vaccines, prescription and non-prescription medications, food and tobacco products). Charlie has worked extensively identifying customer needs, developing market insights and partnering with marketing to develop products and strategies that drive business. Charlie has experience in both domestic and international markets with commercially marketed products and new products in development. Over the last three years, Charlie has been consulting with different pharmaceutical clients helping them better understand their customer needs and then assisting them in building the appropriate products and marketing strategies to meet those needs. Prior to that, Charlie was with Johnson & Johnson for over 23 years, leading many different marketing analytic teams in the Consumer and Pharmaceutical sectors. Charlie and his teams partnered with marketers on key consumer products such as Tylenol, Motrin and Imodium and blockbuster medications such as Remicade, Stelara and Simponi. Before joining Johnson & Johnson, Charlie held increasing roles of responsibility in marketing analytic roles at H.J. Heinz and RJR Nabisco, supporting the flagship brands Heinz Ketchup, Weight Watcher’s prepared foods and cigarette brands such as Winston, Camel and Salem.
Business Consultant – Parsonage Consulting, LLC
With over 30 years of entrepreneurial experience in the conceiving, building and managing of profitable – small and mid-sized businesses – Richard is passionate about the benefits of the “how to” of business operations, sales and profitability. Richard has consulted with software companies, B2B Equipment Leasing Companies, Value Added Farming Operations, Restaurant Chefs and various Artisans producing custom and handcrafted products – as well as music – for the general public. His interest is in understanding the unique issues facing the small businessperson – and giving them the necessary tools for profitability and success – and – realizing their “vision”. Richard is Treasurer and Past Present of the Schuylkill Canal Association, a volunteer organization dedicated to the preservation, maintenance and appropriate restoration of the Schuylkill Canal and its surrounding land. Richard is a graduate of Penn State University with a degree in Business Management.
Owner – McCallister Consulting
Scott McCallister is a senior executive who excels at working with science and technology experts to build strong businesses. He combines creativity and objective analysis to define winning market positions, identify growth opportunities and develop integrated business strategies. Scott is a hands-on leader who establishes strong financial and operating discipline to define processes, measure progress and guide profitable delivery of products and services. Scott founded McCallister Consulting in 2001, working with entrepreneurial companies as an interim executive or a consultant. Clients included a software firm with a freemium business model, a start-up bio-nanotechnology instrument company and an information technology and security consulting business. Scott took breaks from consulting to be an executive with some exciting businesses. One was Clutch, a mobile application integrating shopping, loyalty, gifting and purchasing where Scott was Chief Operating Officer. Another full-time role was as VP of business development and intellectual property at ZS Genetics, a company developing a revolutionary DNA sequencing system for medical research. He was a VP for strategy consulting at Cap Gemini Ernst & Young, a partner heading internal strategy at Ernst & Young US and a VP of strategy consulting for Strategic Planning Associates, Inc., a leading international management consulting firm.
Karla S. McCaney
President/CEO – Associated Services for the Blind and Visually Impaired
Karla McCaney serves as the new President/CEO of Associated Services for the Blind and Visually Impaired, a private non-profit organization that promotes self-esteem, independence and self-determination in people who are blind or visually impaired. Karla has over 25 years’ experience as a senior administrative leader in several of the Philadelphia-area’s premier healthcare organizations. She served at Wills Eye Hospital for 17 years as the Assistant Executive Director responsible for support and ancillary services as well as the largest eye care clinic. While at Pennsylvania Hospital/Penn Medicine for seven years, Karla served as the Vice President for Orthopedics and Perioperative services and as the Vice President for Facilities Management. She was the senior leader responsible for the construction of Penn Medicine Washington Square, located at 8th and Walnut Streets. Most recently, Karla served at Cooper University Hospital, first as the Interim Executive Director for the Adult Health and Cardiac Institutes and then as the Assistant Vice President for Support Services, responsible for all hospital-based hospitality and maintenance functions. Karla has a proven track record in operational and quality improvement as well as financial and workforce management.
Research Lead – LiquidHub
As a consultant focused on human-centered design research, I help my clients create valuable user experiences. I use a variety of qualitative and quantitative research methods to uncover technology and process challenges and to determine opportunities for making an impact. My work most often involves contextual inquiries, ethnographic observation, stakeholder interviews and participatory workshops to understand why people behave a certain way and how to best meet their needs. Ultimately, I’m passionate about increasing the productivity and fulfillment of both employees and customers. I earned an undergraduate degree in industrial design from Carnegie Mellon University and an MBA in strategic design from Philadelphia University.
With more than two decades of Human Resources leadership experience in a diverse spectrum of industries, Helen is an Executive Coach specializing in customized programs for emerging leaders. Helen received her coaching certification from Columbia University, and holds a Bachelor’s degree in Business Administration from Widener University. She has also completed the Strategic Human Resource Management Program at Harvard Business School. Helen earned a Senior Professional in Human Resources (SPHR) designation, is Myers Briggs qualified, and is certified to deliver a variety of assessment instruments.
Richard L. Morris
Principal – Epith Partners
Richard L. Morris (Rick) is a highly seasoned management consultant and executive. Rick’s practice has been largely devoted to working with organizations, both corporate and non-profit, that are committed to undergoing complex strategic transformations – centers of excellence, reorganizations, acquisitions, resizing and business process redesign. He also specializes in working with organizations to facilitate the development of strategic and operations plans that are both visionary and practical, and which fully engage the management of the organizations. Rick is currently a Principal with Epiph Partners, a strategy and coaching consultancy. In this firm, he focuses on providing business and functional management with a shared commitment to the initiatives, priorities, and investments required to support and achieve its critical strategic business objectives. Rick also has a long history working with Temple’s Fox School of Business and Fox Management Consulting, having served as Project Executive, Advisor and adjunct instructor. Avid urban athletes, Rick and his wife walk and bicycle the streets of Center City as an antidote for their obsession for new restaurant experiences. Their newest passion is towing their travel trailer to national parks and campgrounds throughout the East Coast, dragging their reluctant cat, Cecil B. Morris, along with them.
Senior Vice President – Teabox
Nicole has over 15 years of experience in international marketing and strategy. She has led marketing teams across an array of industries including, CPG start-ups, life sciences, large research institutions and retail. Nicole is recognized for her ability to leverage customer insights to inform and implement innovative brand marketing strategies. While at Temple University, she led the successful breakthrough brand campaign, Temple Made, one of the first marketing campaigns in any vertical to use social media crowdsourcing to engage and develop content. At GlaxoSmithKline she led several brand launches and implemented the first campaign to use social media and was part of a newly formed innovation marketing team. She has also worked for global consumer brands like IKEA starting with them in Canada and moving to US where she implemented their first relational database. Nicole is currently the SVP of Global Marketing at Teabox, an Indian start-up that is disrupting the 200-year old tea industry. Nicole holds an International MBA from the Schulich School of Business at York University in Toronto, Canada and other degrees from the University of Toronto and the Universite de Paris – Sorbonne.
Senior Director – Product Management
Gary is a software and strategy executive at Elemica where he focuses on bringing cloud-based products to market. Gary is considered a thought leader on big data and cloud supply chain. Recently he presented at Predictive Analytics World on Predicting Behavior in Chemical Supply Chains and he has written or been quoted in numerous articles including Could AI Be a Game Changer for SMBs?(Inc. Magazine, 2017), Best Practices in Vendor Managed Inventory (Inbound Logistics Magazine, 2017), Supply Chain Analytics Trends: The Internet of Things and More (Software Advice, A Gartner Publication, 2015), Meeting the Challenges of Demand Variability in Global Supply Chains (Supply and Demand Chain Executive, 2014), and Where is Cloud Computing the Best Fit? (Digital Supply Chain, 2011). Gary started his career as a USMC officer focused on aviation logistics and supply chain. After that he worked at GP Strategies (formerly RWD Technologies) leading operational and SAP engagements with companies including Chevron, Coca Cola, Conexant, Dow, Exxon, Ford, IBM, Lyondell, Mobil, P&G, and SAP. Gary holds a BS in Mechanical Engineering from Penn State and an MS in Business Administration from Boston University. Gary has held certifications as a Certified Product Management, Project Management Professional, and Six Sigma Black Belt.
Partner – Tangerine Strategies
Lisa Paris is a partner with Tangerine Strategies – a consultancy focused on growth strategy development and execution, new product development, and product launch implementation. Previously, Lisa served as Chief Marketing Officer for Philadelphia-based Peirce College, overseeing marketing strategy and new student enrollment. Of British origin, Lisa is a multi-faceted marketer with experience managing domestic and global brands across a wide variety of service and product sectors for nearly three decades. A skilled strategic planner, Lisa has spearheaded multiple strategic plans and market growth strategies yielding measurable results. Lisa’s passion for excellence in creative execution has led to award winning advertising and digital marketing campaigns within the higher education industry.
Al is a seasoned legal and business executive with more than 25 years of broad domestic and significant international experience, having a proven ability to lead in environments ranging from large publicly traded companies to privately held startups. He has a strong track record of anticipating and finding pragmatic solutions to strategic and operational challenges, and in assembling high-performing legal teams. Al has substantial hands-on experience across a wide range of commercial, regulatory, litigation, transactional, and compliance matters, and in managing legal staffs/budgets, and advising corporate boards and senior management as a corporate secretary and executive management team member. Al received his J.D. from the University of Pennsylvania Law School where he earned the distinction of serving on the University of Pennsylvania Law Review, and his B.A. in Economics from Penn State University where he was a member of the Varsity Track & Field Team.
CEO and Founder – The Business Route™, Do It Better WellnessT™
Rafael is a strong Leader, Mentor, and Coach, who motivates executives on business development, operations, client relations, communications, and quality management. He is a sought-after conference speaker, and is fluent in several languages. Based on the core foundations of continuous growth, and overall wellbeing, Rafael created two companies: The Business Route transforms companies and their workforce, optimizing business operations, and implementing strategic Professional Development services, focused on leadership development, and overall growth. Do It Better Wellness provides happiness, helping people become physically, mentally and emotionally strong at work, and at home, with a complete view of health. An Engineer by trade, Rafael also holds a second Master’s Degree in Human Relations and Communications by the University of Pennsylvania.
CEO and Founder – Business Development University
Lisa Peskin is the founder and CEO of Business Development University (BDU), a results-driven sales and sales management training, coaching and consulting firm focused on helping individuals and companies grow their revenue by significantly increasing their sales. Lisa has more than 30 years of experience in sales performance and management. Throughout her career, Lisa has developed an award-winning reputation as a motivational and results-oriented sales professional and speaker. After a successful career as Vice President of Sales for Automatic Data Processing (ADP), Lisa launched her own sales training, consulting and coaching business in 2003. Since then, Lisa has helped thousands of selling and non-selling professionals dramatically improve their business development efforts and results through training, just-in-time support and programs designed to maximize opportunities and drive ROI.
Donald J. M. Phillips, BSC, PharmD, FCCP
Founder and CEO – Vox Medica, Retired
Dr. Phillips was a founding principal and CEO of the healthcare communications company Vox Medica, Inc., an independent company founded in 1953. He retired from the company in 2016. For 13 years, Dr. Phillips practiced as a clinical pharmacist, educator and administrator at Thomas Jefferson University Hospital, Thomas Jefferson University and the Philadelphia College of Pharmacy and Science. Donald is a graduate of the Philadelphia College of Pharmacy and Science (now University of the Sciences in Philadelphia) where he received both his BSc in Pharmacy and his Doctor of Pharmacy Degrees. Dr. Phillips was appointed CEO of Vox Medica, Inc. in 2003, and he has been an integral part of the leadership team since joining the organization in 1986. During this time, he has served as a director for multiple associations including the Health Promotion Council of Southeastern Pennsylvania, the Healthcare Communication and Marketing Association, the Center for Proper Medication Use, The Coalition for Healthcare Communications, St. Andrew’s Society of Philadelphia, the Institute for Safe Medication Practices, and several civic associations. He also serves as a Trustee and is a member of the Academic Affairs, Nominations, Audit and Executive Committees at the University of the Sciences in Philadelphia. He is a Senior Scholar in the School of Population Health and Policy at Jefferson Medical College.
Senior Marketing Manager – Comcast Business Services
Accomplished senior marketing professional with a heavy focus on multi-channel marketing as well as lead optimization. Responsible for Division collaboration to effectively build, launch and measure marketing campaigns. Unique ability to identify and deliver long-term opportunities which produce high-impact ROI and a continuous increase in lead generation with cost-centric solutions. Currently a Senior Marketing Manager in Comcast Business Services. John graduated from Mount Saint Mary’s University with a BS in Marketing in 2004 and from Rutgers with an MBA in Marketing and International Business in 2012.
Executive Vice President – LiquidHub
Caryn is a seasoned consulting and operations management leader, bringing nearly 20 years of client-facing consulting experience, leading projects with various non-profits, Federal government agencies, and for-profit companies. As the EVP of Delivery Operations at Liquid Hub, Caryn leads a 30-member team of design, research, content strategy, and program management consultants. Prior to joining Liquid Hub, Caryn’s role as a Senior Associate for Booz Allen Hamilton included providing leadership and strategic direction for Booz Allen’s 65-person Regional Federal Health Grants Management Business. She cultivated relationships with C-level executives, led the competition of new business efforts and fostered the development of consulting skills across the team. Under Caryn’s leadership, her team earned the HHS Assistant Secretary’s ACF Honor Award for Organizational Team Achievement. As an active member of the National Grants Management Association (NGMA), Caryn became a Certified Grants Management Specialist (CGMS). Caryn received a BA in Economics from Bucknell University.
CIO – Reinvestment Fund
Barry Porozni is the CIO at Reinvestment Fund, a mission based company committed to building wealth and opportunity for low-wealth people and places through socially and environmentally responsible development. In a career spanning over 35 years he has worked for companies of various sizes, from large organizations to start-up companies looking to establish presence in a nascent market. Holding various C-Level roles in his career Barry has had the opportunity to analyze requirements and assess capabilities of different companies and markets – using that knowledge to develop product road maps that leverage a company’s core competencies and vision. He has helped organizations secure venture capital for both start-up and late stage funding. He is experienced with creating capital budgets for product and service development programs and implementing support platforms to bring new services to market. Barry is a graduate of the University of Alberta in Edmonton Alberta.
Human Capital Executive for Growth and Organizational Change
Steve consults and provides interim executive services to industries such as financial services, technology, energy, education, and media. His areas of expertise included strategic planning, corporate operations improvement, and leadership development. For 20 years prior to starting his consulting practice Steve was a corporate executive leading multiple corporate functions including Strategy, Information Systems, Marketing, Human Resources, and Administration. Companies he served included Janney Montgomery Scott, a private financial services firm; Internet Capital Group, a publicly traded, venture capital firm; Bose Corporation, the global market leader in consumer audio products, and DNA Plant Technology, a publicly traded agricultural biotechnology company. Steve earned an MBA from the University of Chicago and a BS at Ball State University. Steve has served in many leadership and Board roles with Philadelphia organizations including the Russell Byers’ Charter School, Hedgerow Theater, Travelers Aid Society, Women’s Way, and Junior Achievement.
Chief Technology Officer – ERT
Don is an information technology and strategy executive with expertise in strategy and product development, healthcare informatics, financial services and payment systems. He has helped companies grow $100 million to $1 billion revenue businesses. He has deep expertise in “big data”, business intelligence, analytics, master data management, acquisition/merger integration and payment systems. Don is currently Chief Technology officer at ERT. Prior to ERT he led the Global Technology Development Group and Enterprise Architecture group at IMS Health and was CIO at SDI Health. Prior to SDI Don was SVP at Chase Card Services and a Strategy Partner with Accenture. He received his MBA from NYU and BA from Cornell University.
SVP of Consumer Marketing – Comcast
Luci Rainey is Sr. Vice President of Consumer Marketing at Comcast’s Corporate Office in Philadelphia. In her current role, she oversees corporate marketing strategy development and implementation for new customer acquisition, current customer upgrade and loyalty, new product marketing, home security and multicultural promotions and programs. She is also responsible for strategy and development of Comcast’s marketing automation platforms which include CRM, campaign analytics and other marketing tools and technologies designed to make marketing to customers more cost effective and efficient. Before joining Comcast in April 2010, Luci held marketing and customer service management roles at companies including Charter Communications, DIRECTV and PacifiCare. She holds a Bachelor of Arts in Journalism from Indiana University and is a graduate of 2015 CTAM Cable Executive Management Program, 2015 Next Marketing 50 Leadership Program and the WICT Betsy Magness Leadership program. In 2016, she was also elected to the Executive Board of the Direct Marketing Association (DMA). As a leader she has a passion for talent development and marketing education. She is involved in guest lecturing on marketing at Boston College, Temple University, Wharton as well as various conferences.
Principal – Robinsondss.net
Steve Robinson is an independent consultant specializing in business intelligence, digital analytics, and data management. His 25-year career in this field includes executive positions with Home Depot, Autotrader.com, and Oracle. He has also held consulting leadership positions with Booz Allen Hamilton and Ernst & Young (EY). He is a co-author of Principles and Practice of Information Security: keeping computers safe from hackers and lawyers and the Ernst & Young Guide to Performance Measurement for Financial Institutions. He has also published several academic papers and magazine articles on BI best practices and Information Security. Steve holds degrees from Syracuse University and the Wharton School of the University of Pennsylvania.
Senior Vice President – Harte-Hanks, Retired
Rosenberger served for twenty years an executive for Harte-Hanks, the leading provider of marketing strategy and services to the Health Insurance Industry. He had full profit and loss responsibility for the health insurance practice within Harte-Hanks. Clients included leading Blue Cross/Blue Shield organizations and other national and regional health insurance companies and Third Party Administrators. The health insurance practice consistently delivered high levels of revenue and profit and maintained Harte-Hanks as the thought leaded within the industry. One of Rosenberger’s clients was awarded first place by the National Center for Database Marketing for a program co-designed by Rosenberger. Another client was named Direct Marketer of the Year by the Financial Services Council of the Direct Marketing Association. In addition, Rosenberger’s clients earned many awards for innovative creative packages from the Philadelphia Direct Marketing Association. For the past two years Rosenberger has consulted with another leading direct marketing organization in the health insurance industry, a leading for profit education company, and a direct marketing advertising agency. He also volunteers with SCORE, an organization connected to the Small Business Agency, which provides free small business consulting services.
Associate VP of Business Services, Retired – Temple University
An experienced executive with experience in building business and in turnaround situations with a back ground in financials, administration, human resources, business development, operations, real estate and event management. Richard has a diverse industry and client background with strong negotiation skills with corporate partners and government officials. He is also proficient with staffing needs analysis, mentoring and succession planning. Professionally, he is affiliated with the International Association of Auditorium Managers, the Arena Managers Association, and the National Association of College Auxiliary Services. Currently Richard is on the Board of Directors of the Philadelphia Sports Congress, as well as being on the Board of Directors of Cradles to Crayons. He is a faculty member at Temple University in the Sports Management Program. Richard graduated from Villanova University with a B.S. in Accounting in 1969.
James W. Sanders
Vice President of Commercial & Industrial Lending – Customers Bank
James Sanders is currently Vice President of Commercial & Industrial Lending at Customers Bank; previously he was Vice President of Government Guaranteed Lending and Commercial Loan Officer at Cape Bank. Prior to Cape Bank, James served as Director with The Enterprise Center a regional economic development organization and operator of the U.S. Department of Commerce, Minority Business Development Agency Business Center in Philadelphia, Pa (MBDA). He provided management consulting and advised over 1,000 minority-owned businesses. Those firms have secured over $300 million on contracts and $65 million in financing. Preceding MBDA, James worked for over 8 years in the financial services industry with industry leaders, such as The Vanguard Group and Wachovia Bank (know Wells Fargo). Mr. Sanders holds a B.S. Economics and Finance from Virginia State University and an Executive MBA from Temple University, Fox School of Business. James is married with two teenagers and one dog.
Senior Director – Think Company
Emily has been effectively managing and leading digital engagements for over the past 11 years and brings a mindful philosophy to the art of project management here at Think Company. Her distinctive style and ability to move projects and people forward have resulted in successful project performance and client satisfaction. Emily has been at Think Company since 2014 and has extensive experience in managing a diverse portfolio of marquee projects for clients such as ADP, Comcast, Thomson Reuters, JourneySales and the Hackett Group. These types of engagements range from research, web/business application design and development and product roadmap development & execution. Emily also leads the PMO and inspires our team of project managers to be solution-oriented, master problem solvers, proactive managers, mindful leaders and articulate consultants who are responsible for managing and delivering against client expectations, scope and budget.
Chief Medical Officer – Health Care Delivery
Dr. Schwartz has over 20 years of progressive experience as a physician leader working in a wide variety of settings including international, public, private, and academic venues. With a passion for evolving health systems of care and innovation, he has led transformation for hospitals and physician groups to optimize quality outcomes, patient experience and organizational value. Dr. Schwartz led the 400-clinician Medical Group of the Christiana Care Health System, a 1,100-bed health system in Delaware, as they evolved into a national leader of healthcare quality, safety and innovation. He also served as the Chief Medical Officer of the Henry J Austin Health Center, an FQHC, where he led the growth of the organization as it more than doubled its resources to better serve the residents of Trenton. During his nearly decade long tenure at Austin, he authored grants and developed novel programming to tackle HIV/AIDS, Hepatitis C, childhood obesity, and behavioral health challenges in the community. Dr. Schwartz is a board-certified internist with sub-specialty training in gastroenterology.
Founder and Principal – CTS Consulting Group
Charlie is Founder/Principal of CTS Consulting Group, a human capital consulting firm working with employers to enhance their executive and broad-based talent and reward strategies. He is a recently retired Senior Partner from Mercer LLC, the world’s largest human resources consulting firm. Over Charlie’s 32-year career with Mercer, he consulted to more than 750 global and domestic employers on a wide variety of talent and reward matters, including many large and complex mergers/ acquisitions. For more than 25 years, in addition to his consulting role, Charlie held business leadership roles at the local Philadelphia, Americas, and global level. Prior to returning to full-time consulting, Charlie was President of Mercer’s Global Human Capital Consulting business, a quarter-billion dollar LOB with more than 2,500 professionals across 31 countries. Charlie received his BA from Gettysburg College, where he is now a Trustee and member of the Executive Committee of the Board.
Charlie Scott, Jr.
Account Management Supervisor – Oxford Communications
With more than a decade of experience in the creative services industry, Charlie understands the complete consultative process and adheres to it throughout all client projects. As an Account Management Supervisor for Oxford Communications, he oversees a team of account managers, drives new business initiatives, works with clients to build creative strategies, communicates effectively with clients and with Oxford’s integrated service teams, and ensures all projects are delivered on-time and on-strategy. Charlie has managed the agency/client relationship for Brother International, Werther’s Original, Merci Chocolates, Delaware River Port Authority (DRPA), Cornerstone Companies, and New Jersey Manufacturers Auto Insurance (NJM). For over six years prior to joining Oxford, he owned/operated CSD Branding, a creative agency focused on client service and innovative creative strategies. During his time with CSD he worked with a variety of brands across multiple industries, including Bimbo Bakeries USA, Travelex, SunGard, The Philadelphia Wings, Polder, BDP International, and many others. Charlie received his BFA from Syracuse University in Communications Design.
Susanne Spinell Shuster
Director-in-Charge, Accounting Services – Friedman LLP
As Director in Charge of Accounting Services, Susanne leads the Family Office Services division. She is frequently asked to participate in family meetings and serves in an advisory capacity. She is a speaker for local organizations and business groups and has been an adjunct professor at Temple University’s Fox School of Business and Management in the MBA and Masters programs for over fifteen years. Prior to joining Friedman LLP, Susanne was Chair of the Family and Closely Held Business Group at another accounting firm where she provided tax and business advisory services to her clients. Her expertise includes advising clients on strategies to help ensure business, profitability and continuity, assisting clients in building a network of business and professional relationships, providing ongoing consulting on tax-related matters, and Family Office Services, including outsourcing.
Global Director of Digital Health – Teva Pharmaceuticals
For more than 15 years, working at some of the most prominent pharmaceutical and research companies, Greg has been at the forefront of the digital health revolution. As Global Director of Digital Health: Patient Technologies & Personalized Medicine for Teva Pharmaceuticals, Greg is focused on leveraging human-centric approaches and the latest digital platforms—including smart devices, nextgeneration wearables and 3-D printed offerings—to develop “beyond the pill” solutions for customers. Greg came to Teva from Bristol-Myers Squibb, where he served as Director of Worldwide Customer Insights. In his role, he led the vision for innovation and capability building across five therapeutic areas, and directed strategic research to identify opportunities for disruptive solutions resulting from evolving patient-centric and healthcare delivery models. Prior to joining Bristol- Myers Squibb, Greg was Senior Manager, Global Strategic Marketing at LifeScan, Inc. a Johnson & Johnson Company. During his tenure, he helped develop J&J’s OneTouch Verio Platform and its patented user interface, as well as the company’s first blue-tooth enabled smart Blood Glucose Meter and companion app, which was selected by Apple as a “Top Pick” for Diabetes management. Greg began his career at NAXION, last serving as Associate Group Director, where he managed all components of domestic and international research for a portfolio of healthcare.
Chief Financial Officer – Zoomi, Inc. and Myota, Inc.
Prior to his role at Zoomi and Myota, Sergey was the CFO of Octagon / Accenture Life Sciences. Sergey has held various executive finance roles in other organizations, including Octagon Research Solutions, Inc., where he was instrumental in the organization’s strategic exit. Octagon was sold to Accenture, LLP in 2012. From 1997 until 2006, he was the Vice President Finance at Fiberlink Communications, Inc. (acquired by IBM). Sergey started his career at Arthur Andersen in 1984. He is a CPA, and has MBA from ESCP Europe and BA from Temple University.
Stephen C. Snyder
Senior Executive Consultant – Haven Partners, LLC
Steve is focused on the strategic planning, launch and operation of new businesses, products and services in the telecom, media, publishing and renewable energy sectors in the US and emerging markets. He has over 30 years of international business and technology/ strategy consulting experience in Europe, China, Asia and North America including the launch and build of Accenture’s Greater China business (1991-2002), the launch of the world’s first commercially scaled and profitable IPTV service, the launch of nationwide VoiP services in the US and Asia, and the launch of multiple ground-up operating wireless and wireline carriers and interactive media/ web businesses. He has been responsible for driving growth, profitability and managing the P&L of services businesses greater than $100m annual revenue and has been actively involved in multiple startups and M&A activities in the media/ IoT/ telecom and services space as investor, board member and mentor. Steve is a frequent speaker at industry events and conferences and has received numerous industry accolades for the research, products and ideas developed under his watch including recent participation in authoring the Economist’s 2015 Digital Disruptions in Telecoms report, Internet of Things (IoT) award in 2015 for new products and services in the sector by Aegis Graham Bell, and business innovations awards at the Global Telecoms Business.
Project Management Executive – Independent Consultant
Harvey Stein has a long track record of delivering business results. He is a leader in developing and transforming businesses to highly effective agile organizations. Over the course of 30 years, Harvey held leadership roles in large and small organizations in a variety of industries. His expertise is in the field of project, program and portfolio management and is a past member of the Project Management Institute’s (PMI) Global Executive Council. He currently provides consulting to several software companies. At Infor, Harvey led the global PMO organization where he led an organization which implemented enterprise wide business software. Prior to Infor, he held several leadership roles over a period of 17 years in the consulting organization, growing the business as the leader of the North America Project Management Office. He earned a B.S in operations management at Pennsylvania State University and MBA from the Rochester Institute of Technology.
James A. Stuccio, J.D., M.B.A, Fache
Senior VP and CAO of Ambulatory, Physician and Post-Acute Services – Lancaster General Health/Penn Medicine
Jim Stuccio is the Senior Vice President, Chief Administrative Officer of Ambulatory, Physician and Post- Acute Services for Lancaster General Health/ Penn Medicine. Prior to joining LGH in 2012, he served as president of several large multi-specialty physician groups in Pennsylvania and Ohio and collectively has over 25 years of senior executive experience in managing academic and community-based health systems. He holds a J.D. from Widener University School of Law, an M.B.A. from Temple University, and a B.A. from Villanova University. He has been the recipient of both the Commonwealth of Pennsylvania Health Services Fellowship and the Falk Foundation Fellowship and he is a Fellow of the American College of Healthcare Executives. Mr. Stuccio is active in many professional societies, including the Temple University Health Administration Alumni Board, and community activities near his home in the Philadelphia area.
Vice President of User Experience – Think Company
Brad leads the UX department at Think Company. His time is split between a number of tactical and strategic efforts all focused on helping Think Company and our clients achieve their UX-related goals. Brad spends time with his team weekly, providing project and career advice in one-on-one meetings and editorial oversight to our larger and more complex engagements. As Think Company continues to grow, he is focused on ensuring the team’s output maintains—and exceeds—Think Company’s already high standards. Along these same lines, Brad is also responsible for identifying and hiring new talent to take on the challenge and reward of our customer engagements. Joining Think Company in 2010, Brad has held every position in the UX department—from Experience Designer to Vice President. Prior to Think Company, he spent time in project management, instructional design, and simulation design roles at various organizations.
Sr. Corporate Communications Professional – SAP SE
Sue Sutton has led strategic corporate communications programs for high tech companies for 25 years. Her passion is found in finding solutions to complex challenges in changing market conditions by focusing on the things that drive awareness, enablement, adoption, and contribute to top-line growth. She is recognized for being involved in a wide range of communications activities, from leading teams to pitching the media around trends, preparing keynote speeches, managing social media campaigns, as well as producing videos, case studies and infographics. In 2010, Sue joined SAP in an internal communications role supporting a large business in North America. Two years later, she became director of communications for sales operations where she created a new channel for communicating to SAP’s 10,000 sales reps globally. In May 2017, she joined SAP’s Global Diversity and Inclusion Office in a reputation management role which includes executive communications and all internal and external marketing communications for the team and for SAP around the important topic of diversity and inclusion.
Program Management Consultant – LiquidHub
Erin Thibault has over 12 years of experience in project management positions across various industries. Her current role as senior PM consultant involves managing both the day-to-day operations and overall client engagement strategy alongside teams of design researchers for Fortune 500 client partners. Meticulous, well-organized and an effective communicator, she excels at creating a collaborative environment between client and consultant to bring the highest possible value to every project. She is currently an adjunct at Jefferson (Philadelphia University + Thomas Jefferson University) in both the iMBA program and the college of design, engineering and commerce. Erin earned her Strategic Design MBA from Philadelphia University and has a BS in Advertising from the University of Florida.
CEO and Principal Consultant – DenovoNow
Phillip Thomas is a business leader who combines strategic thinking with tactical solutions to create products, and implement processes, that profitably enhance customer satisfaction. His most recent role was to build a mobile platform that increased patient engagement through a simple, yet effective, mobile strategy to build patient adherence and convenience, while growing clinicians’ revenue. The platform, which has been recently acquired, was able to achieve a download rate of 90%, with a weekly engagement rate of 60%. In this role, he also closed contracts with companies in the insurance, pharmaceutical and provider sectors. He is currently involved in projects at the intersection of health and. His current engagements include consulting with a fund on making investments in health companies, advising a healthcare start-up in the long-term care technology space, and helping a health-focused agency build a new line of business. Previously, Phillip was the Vice President of Business Development of a technology company, where he personally managed revenue growth in excess of $75MM and set in place processes that resulted in additional sales of over $200MM.
President and CEO, Retired – American Express Credit Corporation
Walker Tompkins, with almost four decades of experience as a financial executive, has co-founded and run a venture backed startup along with leading a multi-billion dollar division of a Fortune 100 company. Along with his private sector experiences, Walker has been active in the Philadelphia region working with startups and new businesses, both in and out of the University setting. Walker was President and CEO of American Express Credit Corporation, which involved running a $35 billion asset funding arm of the world’s most respected credit card. He was responsible for the day to day operations of the corporation, which included the company’s funding, investment portfolio, financial reporting, systems and marketing.
Senior Vice President – Aon Benfield
David Tritton is a retired insurance/reinsurance executive. Currently, he is an Adjunct Professor at Temple University’s Fox School of Business MBA Program. During his career, Dave was a frequent speaker at various industry events and served on several boards, including the Griffith Insurance Education Foundation and Nova Casualty Company. After 9 years as a Senior Vice President at Aon Benfield (a global reinsurance intermediary and risk adviser) Dave retired on January 1st 2012. Prior to Aon, he worked for American Re (now Munich Re America) in several multi-disciplinary capacities over a period of 19 years culminating in the position of Executive Vice President. He managed both the marketing and underwriting of treaty and facultative reinsurance. Additionally he managed the Claims Division and was a member of both the Strategic Planning Committee and Information Technology Oversight Committee. Prior to American Re, Dave worked in various insurance and reinsurance positions at Allstate Insurance Company, Reliance Insurance Company and the Insurance Company of North America. He was a certified arbiter with the American Reinsurance and Insurance Arbitration Society and has been retained as an expert witness in insurance disputes. Dave earned a Bachelor of Science Degree in Economics from the University of Pennsylvania’s Wharton School.
Louise M. Tritton
Ecological Consultant and Facilitator
Louise M. Tritton, Ph.D. is an ecological consultant and facilitator with broad interests in the human and ecological dimensions of sustainable communities, stewardship of natural resources, and conflict resolution. Louise spent the early part of her career as a research scientist working on issues related to sustainability of forest ecosystems and teaching ecology. Beginning in 1997, Louise participated in the Fairmount Park Commission’s Natural Lands Restoration and Environmental Education Project. In the fall of 2010, she joined the Fox Management Consultancy Practice in the Fox School of Business at Temple University as Project Executive for both non-profit and commercial businesses interested in sustainability. She currently also serves as an Associate for Conservation Economics working on contemporary issues in landscape conservation.
Assistant Regional Counsel - Social Security Administration – US Government
Over 35 years of experience at all levels of Techni-Tool, Inc. a specialty distributor of production tools and supplies to the electronics manufacturing industry. A family owned business for almost 60 years, Stuart was involved at all levels of the business, most recently as Executive V-P of Sales and Marketing and IT. During his career, Stuart was involved in sourcing product, marketing, domestic and foreign sales, IT, government contracts, finance, HR and strategic planning. Techni-Tool sourced and supplied products from thousands of suppliers, and marketed these products to customers from all over the globe. Core customers included manufacturers of electronics, consumer, medical, aerospace/defense, government, universities, as well as R&D facilities. Stuart has participated in various non-profit and charitable organizations at either the Board or management level. Stuart earned a BS in Business from Boston University and an MBA from the University of Maryland.
CEO – Collegiate Consortium
Mr. Welsh has held senior positions in healthcare, business, law, education, international and economic development over the past 40 years and currently provides consulting, government relations and legal services to industry leaders in a vast array of companies and fields. He currently serves as 1st Vice President of the Board of Directors of the Delaware Valley Chapter of the National Defense Industrial Association and VP of the board of directors for the Philadelphia Chapter of the Society for Human Resource Management. He is also a member of the Greater Philadelphia Senior Executive Group and the Association of Corporate Counsel. He serves and has served as adjunct faculty at several universities in the Philadelphia Area, including Temple and Drexel. Mr. Welsh worked extensively with the life science industry as the Executive Director of the Life Science Career Alliance and with multiple industries including industrial and manufacturing companies as CEO of the Collegiate Consortium for Workforce and Economic Development where he led Drexel University and 5 regional community colleges in collaboration with state and federal grants to build human capital for regional companies. Mr.Welsh’ academic background includes a JD from the Beasley School of Law, and an MBA from Philadelphia University.
Vice President – VSP
Jim has worked in the employee benefits field since graduating college in the early 1980’s. Currently, Jim is a Vice President at VSP where he is responsible for commercial sales and client service teams for three geographic regions covering half the US. VSP, a taxable not-for-profit, is the largest vision benefits and services company in the US. With annual revenue of over $4.0 billion, VSP vision insurance programs cover over 60 million people and 35,000 clients including more than 50% of Fortune 500 Companies. Prior to joining VSP in June 2011, Jim was a Partner at the consulting firm Mercer, where for fifteen years he held a of variety health & welfare consulting and leadership roles. Earlier in his career, Jim spent fourteen years with insurer Aetna in sales and business management roles including Senior Vice President, National Account Sales, and Director, Health Services. Jim is a graduate of Washington and Lee University in Lexington, Virginia, with a BA in Public Policy.
Steve is expert at balancing complex findings from design research activities with understandable design and communication methods to convey valuable, actionable design considerations to clients in the automotive, transportation, financial services, pharmaceutical and consumer products industries. Steve’s excellent critical thinking skills assist his clients in framing and defining their greatest challenges. From a clear starting point and a comprehensive understanding of client issues and goals, he is able explore possibilities and produce elegant and innovative solutions. He partners with clients in a collaborative environment and spends time to understand their motivations, capabilities and needs. The understanding that results from this type of partnership helps focus the objectives of the project, leading to better results. Steve earned a BA in integrative arts from The Pennsylvania State University.
Executive Director – GreenLight Fund Philadelphia
Omar Woodard is an experienced leader with expertise in change management, philanthropy & social innovation, and corporate governance. Currently, he is executive director of GreenLight Fund Philadelphia, and teaches nonprofit business strategy development as an adjunct faculty member at Temple University. Omar served as policy director for a mayoral campaign in Philadelphia, and prior to that was a principal at Venture Philanthropy Partners (VPP), one of the nation’s earliest philanthropic investment firms where he co-managed a $20M portfolio to achieve social impact. Prior to VPP, he was a healthcare and higher education management consultant, and associate director of business development at the Advisory Board Company. For two years he was a federally registered lobbyist for the Whitaker Group, a premier consulting firm focused on increasing US-African trade & investment. Omar received a master’s degree in public administration with a focus on nonprofit management and governance, and a bachelor’s degree in international economics & public policy, both from the George Washington University where he was a Presidential Administrative Fellow and Student Body President. He holds a certificate in nonprofit governance from Harvard Business School.
Managing Partner – Informatics Insights, LLC
A provider of consulting services to profit and not-for-profit organizations in the design and implementation of information services. Dr Zach’s research interests include studying the information-seeking behaviours of users and investigating ways of measuring and communicating the value of information services in diverse settings ranging from hospitals to museums. She is also involved with specific questions related to health information literacy and providing health information to vulnerable populations. Dr Zach recently completed a project with the Department of Medical Oncology at Thomas Jefferson University (Philadelphia PA) to study the impact of computer-supported decision aids on medical decision making. Dr Zach has published award-winning articles on the contributions of information services in hospitals and academic health science centres and on the ways in which administrators look for, evaluate, and use information. Before returning to academia, Dr. Zach spent 20 years working in various areas of administration and financial management, as well as directing and conducting applied research projects to identify ways of satisfying the information needs of user groups as varied as field artillery officers or nuclear power plant operators.
Vice President of Operations and Business Development – Arete Design Studio
Becca is an Assistant Professor of Marketing at the Fox School of Business and a Project Executive with Fox Management Consulting, where she manages consulting engagements and leads marketing strategy for the practice. She has professional experience in entrepreneurial ventures, marketing, sales, and nonprofit fundraising. Her consulting experience includes market evaluation for a financial services software company, new market development for a regional lender, sales training for loan officers at local community bank, a US market entry strategy for an Australian beverage company, a business model and revenue strategy for a fashion-related social media app, and a turnaround strategy for a local performing arts center. Prior to joining Fox, Becca served as cofounder and Executive Director of VCC-West Philly, a congregation located in the University City section of Philadelphia. In this role, she bootstrapped it to a self-sustained enterprise with 200+ active participants and 65 regular volunteers. While there, an independent survey ranked the organization in the top 15% of 27,000 similar organizations. Becca has completed work in Bolivia, Uganda, and Brazil, and India. These projects focused on entrepreneurship in limited resource economies, micro-finance, marketing and sales, and social impact.