At interise there is an "i" in team
The Interise team is comprised of men and women who bring years of experience in cultivating a strong culture, and a passion for our mission and the community we serve.
JOE WADLINGER | CHAIRPERSON & BOARD MEMBER SINCE 2011Joe runs the New England NonProfit & Healthcare Banking team at Citizens Bank which serves hundreds of mission focused organizations like Interise. The team prides itself on helping these vital organizations succeed. Joe’s career spans 30 years as a sales and strategy executive in banking. Having grown up as a child of a small business owner from an old mill-town in Massachusetts, Joe has a passion for business success and a deep sensitivity to the role businesses play in the health and vibrancy of their communities.
JEFF DICIACCIO | BOARD MEMBER SINCE 2014Jeff has over 25 years of experience as a purchasing professional. He currently serves as Director for Strategic Procurement at Harvard Medical School. He is former Senior Director of Purchasing at the University of Massachusetts Medical School. Prior to that, he was Corporate Purchasing Manager at Stream International.
CYNTHIA FRANKLIN | BOARD MEMBER SINCE 2015Cynthia is Senior Associate Director at the Berkley Center for Entrepreneurship & Innovation at New York University Stern School of Business. She is also an Adjunct Professor of Entrepreneurship. For the past 5 years, she has been an instructor for Strategic Stepts for Growth (M/WBE) in New York City. Cynthia co-founded KIP Communications and was a former editor for the award-winning KIP Business Report newspaper.
J. JEAN HORSTMAN | BOARD MEMBER SINCE 2007Since 2006, Jean has been the CEO of Interise, which partners with government agencies, anchor institutions, and business associations to build the capacity of established small businesses in lower income communities, enabling them to grow revenues, create net new job growth, and be stronger community leaders. Under her leadership, Interise has grown from a regional to national network, now working with 16 partners, in 70 cities across the United States, and in Bermuda.
Jean has more than 25 years of nonprofit leadership experience, spanning the private, public, and nonprofit sectors and two continents. Before joining Interise as its first CEO, Jean served as the National Director for Civic Engagement and Corporate Citizenship at Citizen Schools. She has partnered with other national social entrepreneurs, serving in senior leadership roles with Manchester Craftsmen's Guild and BELL (Building Educated Leaders for Life), and was also the Managing Director of the Society for Organizational Learning. She spent 16 years working in the United Kingdom and Eastern and Central Europe, where she led organizations responding to societal changes related to post-industrialism, the end of communism, urban and economic redevelopment, and globalization.
ALVARO LIMA | BOARD MEMBER SINCE 2017Alvaro Lima is the Director of Research of the Boston Planning and Develpoment Agency. Originally from Brazil, he recently served as Senior Vice President and Director of Research of the Initiative for a Competitive Inner City (ICIC), a non-profit organization founded by Harvard Professor Michael Porter. Prior to the ICI, Alvaro was the Director of Economic Development at Urban Edge, a Boston-based community development corporation. He has also worked as Chief of the Economic Development Department of the Ministry of Industry and Energy in Mozambique. In his work in Brazil, he was the Coordinator of Regional Developmen Projects at the Institute for Social and Economic Research - IPARDES. Alvaro holds a Master's degree in Economics from the New School for Social Research.
Brenda Anderson has more than 25 years of leadership and organizational development experience in Fortune 500 corporations. She has held key leadership roles in human resources, training and development, operations, accounting and financial management. For the past 15 years Brenda has worked with business owners across the country helping them to position and grow their businesses. Brenda’s clients value her ability to help them strategically align their organizations’ efforts with their mission and vision. Brenda has led multiple organizational development engagements nationally as well as internationally. She was a member of an international team that supported leadership development efforts for Alcoa Europe, headquartered in Geneva, Switzerland. She has also developed and facilitated several major organizational supplier development initiatives. Brenda has spoken at several national conferences regarding developing diverse business owners and increasing supplier diversity to address disparity in contracting opportunities. Featured in the November 2012 issue of Black Enterprise magazine as an innovative entrepreneur, Brenda was also named in 2010 as one of the Charlotte Chamber of Commerce Diversity Champions, Pride Magazine’s 50 Most Powerful Black Women; Charlotte Business Journal Who to Watch in 2008 Business Leaders, Charlotte Business Journal’s 2006 Women in Business Achievement and 2004 Diversity Catalysts Winners.
Marvis Aragon, from Acoma Pueblo, has the ambition to serve tribal communities. He is the current Chief Executive Officer with the Isleta Business Development Corporation (IBC) which is wholly owned by the Pueblo of Isleta in New Mexico. In addition to overseeing some of the current business enterprises, the IBC is charged with new business development and to support small business in the Isleta community. Marvis has also served his community in numerous positions including two terms as Acoma’s First Lieutenant Governor and chairmanship roles with the Acoma Business Board, Acoma Housing Commission and currently the Acoma Board of Education. In 2007, the New Mexico Business Weekly honored Marvis as one of New Mexico’s Top 40 Under 40, and has he been featured in the American Executive, Smithsonian, and other national publications.
Alison brings a broad range of experience from Fortune 500 companies, Government, and start up, entrepreneurial endeavors. Her career began at Procter and Gamble where she held leadership positions in sales, marketing and business development. She left P&G to join a start up HomeRuns.com, a home grocery shopping and delivery service. Alison then transitioned to public service for the Commonwealth of Massachusetts and served as the Executive Director of the Office of Small Business & Entrepreneurship.
Recently Alison was the Director of Partnerships and Licenses for Interise, bringing their StreetWise ‘MBA’TM curriculum to business owners in 32 US cities. For the last 20 years, Alison has also provided strategic business growth solutions for many businesses, small and large with her consulting practice, Twelve. Recently Alison created Encore Age LLC, a health & wellness practice supporting clients from around the country to live a healthy life.
Alison is currently attending the School of Applied Functional Medicine. She serves on the Charlestown Boys & Girls Club Advisory Board. Alison is also an avid skier and when it snows she can be found mountainside. Alison graduated from the University of Massachusetts’s Isenberg School of Management and resides in Charlestown Massachusetts.
Vanessa Best is CEO of Precision Healthcare Consultants (PHCC). PHCC has a successful track record of consolidating and standardizing HIM operations, developing and performing extensive chart reviews for ensuring coding compliance and appealing insurance denials. The firm brings to this project a deep understanding of primary care practices and relationship building. PHCC are part of the elite AHIMA ICD-10 Ambassador Approved Trainers and very proud to have received certification with the American Health Information Management Association (AHIMA) as a CCS-P (Certified Coding Specialist, Physician Based) and CHTS-IM (Certified Health Technology Specialist) also with the American Academy of Procedural Coders (AAPC) as a CPC (Certified Procedural Coder). Vanessa Best was also a featured speaker at the Bank of America Entrepreneurs Conference, success story in Black Enterprise Magazine and alumni recipient of the "40 Under 40" Achievement Award from the Network Journal. In addition, PHCC has a full service Revenue Management Consulting Company providing medical billing, coding, ICD-10 implementation, work flow analysis and a suite of other services.
For more than a decade, Manassah has been helping novice and experienced entrepreneurs think through their business models and successfully launch their businesses. An original - No Box – thinker, with a finely honed strategic mindset, who specializes in the following:
As the Bureau Manager for the Entrepreneur Center, Mississippi’s leading small business resource within the Existing Industry and Business Division of the Mississippi Development Authority (MDA), John Brandon offers to his client’s helpful advice on current business thought. With it comes over 35 years of experience in a variety of retail-oriented business environments including corporate and store management, retail buying, consulting and teaching on the university level. Mr. Brandon received a Bachelor of Business Administration from the University of Mississippi and a Masters of Business Administration from Delta State University.
In addition to his work with MDA, John serves on the adjunct faculty of Mississippi College where he teaches in the School of Business.
John serves on the Incubation Steering Committee for the Appalachian Regional Commission, the advisory board for the Trent Lott National Center for Excellence in Economic Development and Entrepreneurship at the University of Southern Mississippi, the board of directors for Small Town Main Street at the Mississippi Agriculture and Forestry Museum and is an entrepreneurial fellow with the Delta Regional Authority.
John is the recipient of the President's Award from the Cleveland-Bolivar County Chamber of Commerce and the Star Performer Award from the National Association of Small Business Development Centers.
Married to his college sweetheart, Lea Anne, the Brandon's have one son, Jay.
Halbert Brown, Jr., a retired United States Navy Veteran of 24 years, is the Co-founder, Executive Director and Chief Financial Officer for Universal Nursing Services, LLC, a local home health care and staffing company. The company has 60 healthcare professionals providing Bexar County and surrounding areas with nursing, therapy and social services in their clients’ homes. Universal Nursing Services provides home health and staffing services to approximately 350 clients annually. The company receives reimbursements from Medicare, Medicaid Health Maintenance Organizations (HMOs), private insurances and other contracts throughout the year. Mr. Brown is proactive in his community. He is the Division “H” Director for District 55, Toastmasters International, a charter member, Past President and Treasurer of Rising Toastmasters Club (RTM). RTM was started at University of Phoenix in San Antonio. Formerly the Chairman of the Board for People’s Choice Federal Credit Union, Mr. Brown also co-founded and is Past President of the Diversified Power Investment Club. Mr. Brown is the Immediate Past President, Business Counselor, Mentor and workshop facilitator for the SCORE, Counselors for America’s Small Business. These positions allow him to exercise his passion for helping other business professionals, for which he was recognized as the Minority Enterprise Development Week (MED-Week) Minority Advocate of the Year (2013).
C. Adam Callery, Ed. D. is serving as the Interim Associate dean, C2C at Harold Washington College. Dr. Callery is the former Program Director for the Business and Computer Information Systems programs at Malcolm X College and is currently a tenured faculty member with City Colleges of Chicago. Prior to accepting the assignment as Associate Dean, he has taught general business management, marketing, and small business management courses at Malcolm X College and Harold Washington College for the past eight years. In addition to his responsibilities as an administrator, Dr. Callery has served as the site program manager for the Goldman Sachs 10,000 Small Businesses Initiative, Chicago for the past two years. In this role, he was responsible for faculty recruitment and curriculum development, as well as severing a session facilitator. He came to City Colleges of Chicago from the corporate arena and has accumulated over twenty-five years of experience in the areas of engineering, banking, aviation, managerial consulting, and information technology.
His professional career prior to academia has included employment with several leading corporations: Dow Chemical Company, Pepsi-Cola, First National Bank of Chicago, United Airlines, and IBM. While at IBM he co-authored an article entitled Avoiding the Blues for Aviation Travelers published in the IEEE Computer Society Press. He has applied this combination of practical and academic experience into the formation of a real estate brokerage where he has participated as a partner for the past nine years, as well as developed a small business coaching and executive training practice known as Sagesse Lumiere.
He has completed his doctoral studies at National Louis University where his research has focused on the use of performance data to enhance organizational effectiveness. He is active in a variety of civic and cultural organizations including the National Black MBA Association and National Society of Black Engineers. Outside of professional interests, he travels widely, reads, cycles, snow skiing, and white-water rafting.
Hugh W. Connelly is the President of Univest Capital, Inc. f/k/a Vanguard Leasing, Inc. located in Bensalem, PA. He started the business in May 2006. Univest is a national lessor helping equipment manufacturers, dealers and distributors increase sales with Univest’s FAST (Financing As a Sales Tool) system. He holds a Bachelor’s degree from Temple University and a Master of Science in Finance-Bank Management from Drexel University. Mr. Connelly is both a Chartered Financial Analyst (CFA) and Certified Fund Analyst (CFS). He published his first book in 2013 titled, “401K Tune-Up”.
Beth, principal of Learnings for Leaders, is a professionally trained coach, facilitator, business leader and entrepreneur. Her executive-coaching clients place a high value on leadership, learning, business growth and sustainability, living a meaningful life and creating positive change. Her clients include CEOs from many industries, senior-level professionals, entrepreneurs and consultants. From 1996 to 2009, Beth was a VISTAGE Group Chair who facilitated and coached peer groups of CEOs and business leaders. She led Vistage groups in both the greater Boston and San Francisco Bay areas. Beth also facilitated learning groups for women-led businesses for the Cambridge Business Development Center. She has coached both professional men and women through various stages of career and life transition.
Sherif A. Ebrahim is President & CEO of Strategic Management Group and Managing Partner of SMG Capital, both nationally recognized Private Equity and Health Care Firms based in New Orleans, Louisiana. He is a board certified health care executive, a Fellow of the American College of Healthcare Executives, an NAPH Managed Care Public Policy & Finance Fellow from New York University and a Health Systems Management Fellow from Tulane University and the State of Louisiana. He is considered an expert in Corporate Strategy, Strategic Innovation and Multi-Organizational Integration. He currently serves on the committees of several investment funds, serves as Director, Entrepreneurship & Innovation Education and is a professor of Strategy & Innovation at Tulane University, serves on the faculty of The Catholic University of America, and has served on the faculties of other universities, governance and executive development programs.
Driven by a need to see individuals, organizations, and communities maximize their full potential, Dr. Ellis has built her career on taking “what is and shifting it to what can be.” She has served as a high school counselor, principal, charter school developer, college professor, and nonprofit executive director. Throughout her career Dr. Elli has a history of entrepreneurship. She opened, and eventually sold, a successful Jamaican restaurant. She started a charter school with $500,000 start-up funding from the Bill and Melinda Gates Foundation. Today Dr. Ellis is a founding member of The Koci Group®, a leadership and management consultancy headquartered in Sacramento, CA. The Koci Group® acquired CoachAddie™ an executive and life coaching company with a focus on personal and professional growth that Dr. Ellis started in 2010. Dr. Ellis earned her doctorate degree from Drexel University in Educational Leadership and Management with a concentration in public policy. She also holds credentials in executive and life coaching, administration, and pupil personnel services. She is a published researcher writing prolifically on the issue of homelessness and poverty as it relates to youth and young adults.
Charisma and passion are hallmarks of Orlando Espinosa's approach to sharing the benefits for entrepreneurs, startups and established business to understand the importance of being educated and informed business owners. Orlando was the first National Spokesperson for The Sallie Mae Fund's "On the road: Paying for College Bus Tour". The coast to coast tour gained national recognition for financial aid workshops in 70 cities. He was also a key member of creating and branding 2futuro, a bilingual loan and outreach program by Sallie Mae and USA Funds. As a leadership advisor for ASPIRA of Florida, Inc., a youth based organization, he empowered students through education and leadership workshops. His passion for education has afforded him opportunities to counsel countless individuals and groups on higher education, presented to public and private business organizations, and has traveled nationally to conduct workshops on financial literacy, leadership, entrepreneurship, branding and marketing. He Co-Founded MICROscholarships Inc. a 501c3 dedicated to providing opportunities to student entrepreneurs thru equal access to scholarship funds and entrepreneurship training programs. Once accepted into the program, student entrepreneurs receive tailored mentoring, small business development support, and financial assistance (via need-based qualifications) – all geared toward graduating from college and getting their business off the ground.
In his current role as Co-Founder of Emineo Media, Espinosa helps educate and train businesses on the importance of a solid business structure and the implementation of an effective marketing strategy. He also speaks on brand building, entrepreneurship, leadership and sales & marketing. Emineo Media’s goal is to help businesses find the hidden gems their company possess by evaluating their overall business structure!
Espinosa is a StreetWise MBA™ Instructor and teaches the The StreetWise MBA™ curriculum in partnership with The SBA Emerging Leaders Program in South Florida. Espinosa spearheads the development and implementation of SCORE Miami Dade’s educational workshops to ensure the success of South Florida’s business community! He is currently working with Commissioner Zapata’s office with their Mom and Pop grant program to provide advice and support to help businesses succeed in becoming more sustainable. The goal is to provide collaboration, networking and educational resources to ensure their success.
Espinosa sits on various community and advisory boards. He graduated from Lee University with a bachelor's degree in Communication, and from Nova Southeastern University he obtained a Master in the Field of Education. Espinosa is the recipient of the U.S. Small Business Administration South Florida District and State of Florida Small Business Advocate of the Year for 2016.
Carla Fallone, MBA, CEO of Fallone Business Resources and a fourth generation entrepreneur has been designing/launching companies for 26 years. She has launched and successfully grown her own retail & service based business, and is currently designing and developing an online Enterprise Crowdfunding site for Students. Carla is an adjunct professor at The College of New Jersey, School of Business, where she teaches Entrepreneurship. Carla develops strategic business models/plans, designed to “envision/teach/succeed” entrepreneurship. She consults finance/business development/financial software to private clients. Carla also consults for Small Business Development Centers and the SBA, and authors business theory for Fortune 100 companies.
In 2009, Glenn established Praxis Foods and Praxis Marketplace, which is an emerging food and grocery store business established to serve inner city neighborhoods. Lacking healthy food access, these stores are also meant to be a major catalyst in the economic development needs of these underserved communities. As CEO of the company, he is building Praxis, to addresses these issues on a national basis. Glenn parlayed a Masters Degree in Business from Northwestern University in Evanston Illinois, along with a B.S. Degree in Business, and a second B.S. Degree in Economics from Eastern Illinois University, to hold senior executive positions with PepsiCo, American Hospital Supply, Baxter Healthcare, EDS, Robinhood Consulting, and Indiana National Bank.
KAREN FROELICH | FARGO, ND
Dr. Karen Froelich has enjoyed a long career as Professor of Management in the College of Business at North Dakota State University (NDSU), including roles as MBA Program Director, Director of NDSU’s National Science Foundation ADVANCE FORWARD Project, and Chair of NDSU’s Commission on the Status of Women Faculty. Dr. Froelich has extensive experience with employee recruiting and professional development, curriculum development and assessment. Her research interests include entrepreneurship and small business, gender diversity in leadership positions, and strategic management of nonprofit organizations, resulting in nearly a hundred publications and presentations. She has served for six years as Associate Editor of the Nonprofit Management and Leadership journal. Dr. Froelich’s primary teaching areas are Leading Organizational Change, Managing Nonprofit Organizations, and Strategic Management; she has taught many other business courses including Small Business Management, Principles of Marketing, Promotion and Sales, among others. She has supervised numerous competitive business plan projects, served as officer on several boards of directors and in consultancy roles for dozens of organizations. Dr. Froelich has a PhD in strategic management and MBA from the Curtis L. Carlson School of Management at University of Minnesota, and BS in Foods and Nutrition from North Dakota State University. DocuSign Envelope ID: C7A2D420-E878-4E6C-A1EE-FCD3007709FD
Leland B. Goldberg is a Turnaround Management Consultant, with over 30 years’ experience in managing and restructuring both under-performing and growing businesses. He has been the CEO for 14 companies and has also served as Financial Advisor to over three hundred manufacturing, distribution and retail businesses. Lee has been a frequent guest lecturer at Harvard Business School in connection with the HBS case study on his role as CEO of Newport Creamery. He is also a former Partner in the Business Restructuring Group at Coopers & Lybrand and a former Senior Credit Officer at Bank of Boston. Lee holds a B.S. degree in Business Administration with a major in Accounting from Northeastern University, and a Masters Degree in Business Administration with a major in International Finance from Boston College. He has served as an adjunct professor in the graduate business schools at both universities. He is a Certified Turnaround Professional, past President and founder of the Northeast Chapter of the Turnaround Management Association and an active member of the Association for Corporate Growth and American Bankruptcy Institute.
Mr. Miguel Hampton, MSM is a multi-talented self-starter who believes “in order to achieve what one has not achieved, one must do what they have never done”. Miguel has a diverse-managerial background with experience in downsizing strategies, which include the refocus of management, consumer and employee development/retention, brand marketing and advertising, internal and external sales, corporate retail and marketing sales, as well as multi-level retail management and development. After aggressively climbing the corporate retail ladder, Miguel chose to make a career change from retail into marketing where he spent several years as a Senior Sales Representative and later the VP of Sales. He later returned to retail for a short stent prior to starting his own Marketing Company, F5 Enterprises, LLC in 2007 and Food & Beverage Brand in 2012, Sancho Miguel’s Salsa. Miguel has his bachelor’s degree in Business Management from Wilberforce University and his Master in the Science of Management from Indiana Wesleyan.
The combination of teaching and business has been a part of Jason's life for his whole professional career. He has spent the last 7 years working with one of the biggest and fastest growing companies in Idaho helping to train and coach business professionals and entrepreneurs from across the US and Canada. Working with everything from very small businesses to multi-million dollar, global enterprises Jason has helped business owners develop the skills and enhance the attributes that lead to success. While business is one of his passions, there is nothing he loves more than to teach. Jason has a Master’s degree in Education and spent 5 years teaching high school. Creating a learning environment that fosters interaction, growth and achievement have been skills that he has developed over a decade of teaching and coaching.
In 2014 Amy launched MoneyWithAmy.com to share her wisdom and expertise acquired in 30-plus years of financial services to a wider audience sharing helpful educational seminars, books, and other resources. Starting in 2015, Amy authored an additional six books which are currently available on US and international distribution platforms. After successfully serving clients across a comprehensive realm of financial services for over 25 years, in the summer of 2016 Amy sold her investment practice to retire from the Securities industry.
Amy was able by late 2016 to secure Altrua HealthShare as a voluntary alternative to traditional health insurance for the US Virgin Islands. The program was already available in the US. This substantial undertaking provides the first individual healthcare options available for purchase in the territory since 2010. The VI as a territory was excluded from ACA/Obamacare. This left a large segment of the VI population without any available health coverage options. Providing a viable option for those people was a huge goal, successfully reached through significant individual effort.
Amy continues to advise a select group of clients on the U.S. mainland located coast to coast as well as clients residing in the US Virgin Islands on financial issues, and provides integrated guidance toward attaining their personal goals.
An entrepreneur, strategist, and consultant on high performance teams, Gene Hopper is known for her ability to get executive teams to work together behind a new idea or high stakes outcome. Gene has served as consultant or interim management for clients ranging from Fortune 20 companies, non-profit organizations, venture and early stage medical, technological and service companies. Gene leads executive teams through the development of real world strategic plans to execution of the plans through building high functioning teams committed to results. Gene’s magic is her ability to work in complex and challenging environments, extract order, and build teams of leaders who pull together to make it happen. Throughout Gene’s career, she has both attracted and identified extraordinarily talented, authentic and effective individuals committed to building lasting value and culture. Hopper + Associates’ strength is in helping these individuals identify barriers, magnify strengths and act on opportunities to improve themselves, their team and their organization. It is the culmination of Gene’s experience and her passion in creating high performance places.
Kevin possesses strong international business, financial management, business strategy development and analytical expertise. He has combined these skills with his passion to help businesses grow to form Anchor Strategy Group. Anchor’s mandate is to help private businesses and governments to develop and navigate the nuances of changing and competitive global market places. Over the last five years, Kevin has worked with a number of business owners and government clients in the areas of strategy development, project management and training. Kevin holds a Bachelor from the University of the West Indies in Jamaica majoring in Accounting and Economics. He completed the UK based Certified Public Accountants examination and then completed a MBA in Finance and Accounting from the Simon School of Business, University of Rochester in 2005.
Mr. Huggins is a Senior Executive, Entrepreneur and Consultant with solid leadership, program management, business acumen, strategic planning, and business development skills. He has over 30 years of experience in the Telecommunications and Information Technology industry; with over 15 years of experience of starting and leading small business enterprises. For the past 7 years, he has provided business operations and business development consulting support to small and medium sized businesses. Mr. Huggins is a certified Project Management Professional (PMP); and has over 18 years of project management experience. He is a results-driven individual and recognized as a strong leader and visionary; who maintains a passion for motivating and integrating people into developing extraordinary solutions. Mr. Huggins has received National, State and local personal and business awards, including the selection as a 2006 US Black Engineer & Information Technology Magazine Top Black Entrepreneur; 2006, 2010 & 2012 Mid-Atlantic Region Top 100 Minority Business Enterprise (MBE) Awards; received a 2011 Maryland Governor’s Citation for his promotion of economic development and community enrichment; a 2011 Air Force Association (AFA) Medal of Merit.
Tim Kerin is an author, national speaker, business consultant and serial entrepreneur owning 5 multi-million dollar businesses in the Washington DC metro area. With 25 years of entrepreneurial experience, Tim is passionate about educating business owners on the challenges he and his wife Tracey faced together. Tim is also a mentor with many military organizations on helping Veterans and their spouses start their business career by owning their own business. He has hosted a national webinar with Entrepreneur Bootcamp for Disabled Veterans and Syracuse University on challenges of a business. Tim has also hosted several worldwide webinars with ExecSense on business. He has spoken at national and regional trade shows on networking along with many local programs in the Washington DC area. Tim is also a 2009 Top 100 CEO recipient in Washington DC from Smart CEO Magazine.
Octavia’s business training began eight years ago when she moved to Birmingham, Alabama from San Francisco, California. She served for four years as the program development manager for the SBA funded entrepreneurial development agency, Central Alabama Women’s Business Center in Birmingham. During that time she became aware of the psychology factor of business and began a master’s program in psychology, completed in 2010. At that time, Octavia founded Psychology for the Real World (PRW) a study and research group focused on best business and workforce development practices for the 21st century workplace. PRW provides curriculum for staff training using the latest research from psychology on human development and learning. Her client list includes Jefferson State Community College, US Steel and AmeriCorps. She is currently completing a degree in business administration and researching the economic psychology of poverty for a book. She has written for the Birmingham Business Journal on SWOT analysis, recent articles about business by Octavia can be found at www.examiner.com.
Suzanne (Suzi) Lemen is the founder and CEO of Dynamic Corporate Solutions, Inc. (DCSI), one of the region’s largest human resources consulting and recruitment firms, specializing in providing HR solutions for businesses small and large. As an expert in the Human Resources function with more than 30 years experience, Suzi has been called upon by some of the largest companies across the nation to provide comprehensive auditing, consulting, risk management and compliance services.
Suzi is passionate about helping business and HR leaders create a culture of strong HR practices to maximize employee satisfaction and productivity while minimizing business risk and liability. As a result of her passion, DCSI has been named as one of the fastest growing businesses in the nation by Inc. 500 magazine and amongst the top 20 growth companies by the Jacksonville Business Journal.
In 2005, she was recognized as the Entrepreneur of the Year by the Women in Business of Northeast Florida. In 2008 she was named Jacksonville Regional Chamber of Commerce’s Small Business Leader of the Year as well as the SBA Champion for Women in Business.
As a former Vice President of Human Resources at GE Meredith has consulted, advised, and managed an active Human Capital/Resources practice for over 20 years. As a consultant, facilitator/trainer, she has developed and delivered unique and highly interactive, state of the art workforce training to Fortune 500 companies, membership associations, and government agencies. Meredith has a stellar reputation for delivering exceptional solutions designed to help clients understand the dynamics and importance of developing business leaders with the competencies required to lead increasingly diverse work environments. Meredith has influenced the continuing evolution of diversity work associated with leadership and organizational development. She is a former board member of the D.C. Transitional Housing Corporation, as well as the Maryland Board of Nursing. She currently serves as a board member on the Maryland Board of Physical Therapy Examiners. She’s served as a CASA (Court Appointed Special Advocate) for Montgomery County, MD as a volunteer; in addition, she is a 2001 graduate of Leadership Maryland and a 2004 winner of Maryland’s TOP 100 MBE award.
John Liddy has over 15 years of managerial experience and currently serves as the entrepreneur in residence for several colleges and universities. Mr. Liddy also is the Director of the Syracuse Student Sandbox, which is an accelerator program for college student run businesses. He has been part of five startup companies, primarily in an operations and finance role. Immediately preceding his tenure as EIR, Mr. Liddy headed a business unit for a publicly traded company where he had full P&L responsibilities for a $300 million dollar business and had over 300 employees reporting to him. John received his undergraduate degree from the University of Vermont and received his MBA from the Whitman School at Syracuse University in 2003.
Ralph Little is an Associate Instructor at the University of Utah since 2008. Prior to that, he was Program Director of Entrepreneurship for LDS Business College. He was the President of Little & Company for 19 years. Ralph has a BS in Finance and a MBA from the University of Utah, and he is a gradute from Harvard Business School.
Jamillah Lodge is a Business Development Officer for Bermuda Economic Development Corporation (BEDC). She is responsible for providing BEDC clients with business development advice and loan guarantee assistance. In addition, Jamillah manages the marketing and communications plan on behalf of the Corporation and oversees the development of mentorship and youth entrepreneurship programmes. Jamillah has over ten years of business experience working in various positions in the USA and Bermuda. Educated in the United States, Jamillah graduated from Clark Atlanta University; Atlanta, Georgia with a B.A. Business Administration with a focus on Marketing and also obtained an AA in Merchandising Marketing from the Fashion Institute of Design and Merchandising; Los Angeles, California. Jamillah is also in the process of obtaining her MBA in entrepreneurship from Nova Southeastern University, Florida.
Shelley Lynn, founder of The Vision Space, began her career as a professional director and theater practitioner. Throughout her training in the arts, Shelley learned the importance of an integrated body/mind approach for performance success. She decided to bring this integrated awareness into the mainstream – where educators, leaders, and policy makers could benefit from these specialized performance techniques. Shelley set out to create a coaching model where right brain intelligence (creativity, spontaneity, vision) could be easily accessed outside the creative arts. Finding Clarity International’s Lights-On Learning™ method was the key!
David Mackinder has enjoyed a long and successful history in both business management and university level teaching. In the business world, he has extensive experience in both sales and management, including all marketing, sales and business infrastructure decisions in order to grow a retail company from start-up to greater than 4 million dollars in sales annually. Additionally, he has created and sold several small to medium sized businesses and most recently has acted as Treasurer/Secretary for his wife’s thriving garden design business where he is responsible for all business infrastructure issues. He received a bachelor’s degree in English from the Honors College at Michigan State University and he holds a masters of fine arts degree in creative writing and literature theory from Wayne State University where he likewise graduated with high honors and continues to teach today.
Mary Marshall began her business career running a family-owned business. Learning the details of small business operations and management led her to a career coaching small and medium-size business entrepreneurs who were interested in selling their companies. After three years of successfully completing many mergers and acquisitions, Mary was fascinated by one small high tech company and accepted a position as Sales and Operations Manager. She then became an owner and President of the company after completing a successful turnaround in less than a year. After selling her business to a partner in 2000, she launched a career as a consultant, primarily focused on operations management and organizational development. In 2012 Mary left corporate life at Vistage to go back to what she loves best – working with entrepreneur’s to help them achieve their dreams. She launched Marshall Advisors, LLC as a CEO and Executive Advisory agency to work with CEOs and their executive teams.
Accomplished executive with broad business experience. Five years of Public Accounting followed by 26 years with PepsiCo and Pepsi Bottling Group, the last 15 years as a Vice President. Senior Leadership roles in Finance, Mergers & Acquisitions and Technology. In depth experience in Project Management, Change Management, Strategy Development and Implementation, Business Operations and Technology Initiatives. Retired from PepsiCo in 2014 and moved to Indianapolis in 2015. Volunteering with SCORE organization as Small Business Mentor and as Board member with Indianapolis YMCA. Independent Consultant assisting clients in developing business strategies, leading implementation of key initiatives, driving change and performing project management. Providing Advisory Support to small and medium sized businesses.
Rick Miller has over 30 years’ experience working in both public and private companies in financial, operational, and administrative roles. He has served as CFO for companies in the wide variety of sectors including medical practices, manufacturing and distribution, real estate, advertising, and recreation. He has also served as COO for a fast food operation in Oregon and Washington. As CEO of a venture-capital backed fitness Technology Company, he secured private placement financing and a national distribution agreement with a specialty retailer.
In addition to coaching, Rick has extensive experience in team building at the corporate and/or divisional level, strategic planning and budgeting, private equity negotiations and transition planning, line-staff conflict resolution, and entrepreneurial networking. Rick is the lead instructor at a local high school of the Young Entrepreneur Academy. Rick’s personal mission is to joyfully help individuals develop their God given talent and abilities and his passion is coaching/advising people to positively impact their colleagues, community, and companies in meaningful and lasting ways.
Rick holds a BS in Accounting from the University of Alabama where he was named Outstanding Undergraduate in the College of Business Administration. He holds a MBA from Harvard University and a middle school teaching certificate from Regis University in Colorado.
Dana Mohr, JD, MS, CPCM is a professional, educator and business owner with more than 10 years of experience which includes helping launch over 40 businesses in a variety of industries. He is licensed to practice law in Colorado and Idaho and will be soon licensed in Washington, too. As a professional with a passion for business, he began his legal career at a small law firm in Denver, Colorado that was geared towards small business formation, counseling entrepreneurs and business planning. There, he helped with the launch of over 30 small businesses by advising on entity selection, incorporation, financial planning, business planning, and market analysis. He has assisted clients create LLC’s, S Corps, LLP’s, PC’s and non-profits, among others. Following this experience, Dana joined SBSA, Inc. (SBSA) as corporate counsel and operations manager. In this capacity, Dana manages and oversees the operations, human resources and legal needs of the company, an engineering firm with over 30 employees. Additionally, he manages all of SBSA’s subsidiaries and holding companies while overseeing the creation and implementation of each of those entities. Since moving to beautiful Coeur d’Alene, Idaho in the summer of 2014, Dana has continued in his capacity at SBSA while also launching his own law practice, Mohr Law, PLLC.
Giselle Mota is a seasoned professional with experience in Recruitment and Education Management for the past ten years. She has owned and managed a small business focusing on staffing and recruiting, and has held several roles within different educational departments including academics, career services, and instruction. In these roles she has learned the business of Education Management and has been called upon to train across, as well as manage and direct, several departments. Within multiple roles in Recruitment and Education, she has experience in teaching, training and managing staff, exceeding metrics, full desk recruiting, and project management. She has worked closely with hiring managers, small business owners, students, graduates, faculty, executive directors, and team leaders in order to improve processes and develop new strategies and business development. A graduate with a Master’s degree in Business Management in 2011 from Kaplan University, a dual Bachelor’s degree in Marketing and Management from the University of South Florida in 2007, Giselle if a lifelong learner. She constantly adds to her education through professional development and continuing education.
In 2014, Yusef Muhammad received from SCORE, the 10 Years of Service Award, and in 2013 the Certificate of Special Congressional Recognition for International Trade and the 2012 SBA Minority Small Business Champion of the Year Award.
Mr. Muhammad is the CEO of Frequency Communications Inc., the owner operator of multiple television stations. Mr. Muhammad has been in charge of business operations, programming, syndication, advertising, media and business consulting for more than 21 years.
In 1996, Mr. Muhammad formed Frequency Communications Inc., specializing in television production and distribution for affiliate stations and pay TV providers. Muhammad then co-founded in 2006, The Black Broadcasting Network (BBN) a 24-hour, cable television channel making history when it launched in 2009 as the fourth independently owned and operated cable television channel for Black-Americans on television.
Dr. Wendy Munday is the Director of the MBA program at Newman University as well as an Associate Professor and tenured faculty member teaching in the Division of Business. Before coming to Newman, Wendy enjoyed a highly successful corporate career in marketing and sales across multiple industries including banking, business development consulting, auto dealerships, and media. Dr. Munday also founded Management & Marketing Innovations, working with small businesses and entrepreneurs in a wide variety of sectors such as construction, banking, retail, custom building, design services, museums and many service-focused organizations to include a multi-year, multi-million dollar federally-funded research project in conjunction with several large social service agencies. Her work on the research project has been published on a national level. Wendy received her Bachelor of Science in Business Administration with a major in Marketing from Wichita State University. She completed her MBA at Wichita State University where she was awarded the Dale E. Wiggins Graduate Assistantship. Wendy went on to Oklahoma State University to earn her doctorate in Occupational and Adult Education.
Lin O'Neill, president of Futures, is uniquely skilled in helping individuals, teams and organizations—in both the profit and nonprofit sectors--articulate and realize their goals while maximizing quality of work life. With a blended background in operations and human resources, Lin has been a corporate executive and president of her own firm. Her talents stem from practical experience such as that gained while, as Vice President and Board Member (Corporate Officer) for Continental Airlines. Lin has a B.S. in sociology and a M.B.A. For more than two years, she conducted a weekly talk show regarding career and career transition challenges on a Los Angeles F M radio station. Among her numerous accomplishments: design/implementation of a team-based training program resulting in a 43% decrease in the operating costs of the seed division of a national agricultural firm and development/implementation of a global executive retention strategy that resolved an anticipated executive exodus.
Taiwo (Tee) Ogunyemi is the founder and Managing Director of Regent Consulting (Bermuda) Ltd., a business consulting and financing brokerage office. He is also the Managing Director for Bermuda Universal Realty, a real estate company with particular focus as a Buyer’s Agency. In addition, he is an Associate of Bermuda Business Coach, a company that provides Strategic Planning, Business Valuations and other services to the Small Business sector.Tee holds a BSc. (Hons) Degree in Estate Management as well as a Diploma in Management Studies (DMS) from Birkbeck College, University of London and a Master of Business Administration (MBA) degree from Webster University. Professional Designations include a Member of the Chartered Management Institute (MCMI) and Member of the Institute of Directors (MiOD). He currently serves as a director on the Board of two non-profit organizations.
Rhonnda is the Diversity and Business Equity Manager for Howard S. Wright, a Balfour Beatty Company, for the Oregon and Washington Divisions. Since joining the company, her influence has expanded the company’s commitment to achieve sustained and successful participation of small and diverse businesses on all projects. She is recognized as a leader in the local diversity community and has developed Oregon and Washington peer groups that pair Howard S. Wright’s executives and project managers with small business owners; the peer group goal is to grow sustained business relationships that lead to working together on Howard S. Wright construction projects. Rhonnda is also passionate about workforce development and encouraging young people to explore the construction industry career pathway.
Julie Percell is a business owner and instructor/trainer in Honolulu Hawaii.
She has a background in sales, marketing, accounting. Strong travel industry and business community expertise.
She has taught entrepreneurship at Kapiolani, Leeward Community Colleges and the Patsy Mink Center for Business and Leadership. She has been certified to teach the entrepreneur curriculum of Interise, NextLevel, Kauffman Institute, and Cisco Systems.
She was awarded the SBA’s Small Business Advocate for 2016 for the State of Hawaii. She and her husband raise orchids in Palolo Valley.
Steve Pitcairn is CEO and a certified Business Coach with Clear Vision Business Services. Steve’s practice is based in Jackson, Tennessee and he provides his services in Tennessee, Missouri and Arkansas. Recognized as the “Outstanding Coach in Tennessee” in 2009 and a winner of the “Emerging Business Award” from the Jackson Area Chamber of Commerce, Steve puts what he teaches into practice. As a Certified Business Coach, Steve uses his abilities to partner with small and mid-size businesses to implement improved processes and systems for their strong growth. He helps businesses achieve success by revisiting the dreams and visions of the owner, analyzing where the business is currently, and developing a plan as how to achieve their goals. Once the plan is in place, Steve meets with the businesses on a weekly basis to act as an advisor, mentor, and most importantly to hold the owner accountable for taking the necessary steps to achieve their goals.
Kate Putnam is a mentor and consultant. She is a managing director at Golden Seeds, an angel investor group. She mentors for MIT’s Venture Mentoring Service and MassChallenge. She has been a judge for Valley Venture Mentors’ accelerator 2015-2017. For 19 years she was the CEO of Package Machinery Company Inc., a custom wrapping machinery manufacturer where she was involved in strategically altering the business. She has prior experience working for both money center banks and in corporate treasury for a Fortune 200 company. Putnam has served on the board of the Associated Industries of Massachusetts (AIM), the Regional Employment Board of Hampden County, the Packaging Machinery Manufacturers Institute (PMMI) 2005-2008, Parkinson Technologies (2007-2009), the Food Bank of Western Massachusetts (2000-2010), Baystate Health (2002-2013), and The Nature Conservancy MA Chapter (2011-2017). She currently serves on the boards of Baystate Health Insurance Company and The Connecticut River Conservancy. She holds a BA in history from Mount Holyoke College and an MBA in Finance from New York University.
Nicholas A. (Nick) Rago is the President and CEO of Consultants to Management, a Phoenix based firm that helps companies grow profits and people by improving sales, sales management, marketing, operations and human resources strategies. Founding the business in 1998, the mission of Consultants to Management is to assist companies in adapting their performance strategies to an ever-changing domestic and international business environment.
Through his management career and Consultants to Management, Mr. Rago has provided the highest level of business consulting to small and large domestic and international companies, with an emphasis on P/P.....PROFIT/PEOPLE.
Mr. Rago has dedicated his life to helping companies achieve the next level of success. He has an acute understanding of the business world and what it takes to be a successful entity. Viewing entrepreneurship as the tool for helping people reach their dreams of success, he stays abreast of industry trends through membership in numerous professional organizations and working with and directing small businesses.
He served in the United States Army Reserve. Sergeant E5 with an Honorable Discharge.
Mr. Rago holds two degrees in marketing and management from Temple University, Fox School of Business and Management. He currently serves on the Temple University Advisory Council.
Dan Ramacciotti has over 35 years of experience in management. He has held executive positions in marketing and operations in both public and private firms. As CEO he has led startup and growth-stage firms in two different business sectors; both of which achieved higher management efficiency ratios than their industry. Currently, he spends his time as a business consultant and an Adjunct Professor teaching both at Webster University and Lindenwood University in the graduate and under graduate programs in the departments of Business, Management, and Entrepreneurship. As a consultant he mentors business owners in strategic planning. His community efforts include mentor and judge for Entrepreneurial studies at Webster University, facilitator for the educational seminars for the organization SCORE and board member for both profit and non-profit firms in the St. Louis area. He holds degrees from Lindenwood University-MBA and the University of Missouri-BS. Specialties include: strategic planning, turn-around and leadership.
Rita Caldwell Ricks is unlike any other person on the speaking circuit, because she coaches everyone in her view. Her wisdom, wit, energy and encouragement are the catalysts which inspire her listeners to renew the person within. Rita’s dynamic presentations are custom made for each group and, wherever possible, she moves through the audience to personally connect with individuals. In 1988 Rita launched Mirror Enterprise INC. a professional and personal development training company. Her emphasis was on The Impact of Image which became the title of her first workshop series followed by a video titled Careering: A Concept for Success. This video, created for high school and college students, highlighted the proper way to interview, dress appropriately, network effectively and practice proper meal etiquette. Two years later Mirror Enterprise INC. broadened its service offerings to include diversity training, leadership development, customer service, team building, and management training. In 2007, Rita wrote and published “PERMISSION GRANTED! A JOURNAL OF SPIRITUAL EPIPHANIES”. Unlike most journals with blank pages, this one asks provocative questions that invite you to take a critical look at yourself and embrace the life that is uniquely yours.
Leigh Ann Roberts was raised in Jackson, Mississippi and attended undergraduate and law school at the University of Mississippi. Leigh Ann is an ACC level coach certified by the International Coaching Federation, has been a civil mediator for over 16 years and is listed as a Tennessee Supreme Court Rule 31 Civil Mediator. Leigh Ann has mediation, arbitration, facilitation, training, coaching and conflict resolution skills and experience for a wide spectrum of organizations and settings. Founding member of Circle Center Consulting, LLC and Brentwood firm of Papa & Roberts, PLLC, Leigh Ann has advised many professionals, businesses, corporations, for and nonprofit, in Tennessee. Leigh Ann was a Tennessee Assistant Attorney General in the Consumer Protection Division where she represented the State of Tennessee in federal and multi-state consumer protection litigation, and regulated Tennessee nonprofits.
Allan is a Professor of Business and Department Chair at Vermont Technical College. Allan teaches courses in entrepreneurship, organizational behavior, business ethics, technical project management, business strategy, and operations management. He is also a management and board consultant specializing in organizational development. His clients have included higher education, state government, private industry, and non-profits. Allan has been involved in angel investing and a variety of start-ups over the past twenty years. He was founder and CEO of Engineered Thermal Systems, Inc. (ETS) in St. Johnsbury, Vermont, an ISO & QS 9000 manufacturer of automotive components, and recipient of the Chrysler Gold PentaStar award for five consecutive years. ETS employed 150 people when it was sold to Lydall-Westex in 1998. Prior to ETS, he was Vice President of Product Development at EHV-Weidmann Industries, a manufacturer of high voltage electrical insulation. Allan received his M. B. A. from Boston University with a concentration in Marketing and Marketing Research and M. Ed. (Masters in Education) at the University of Massachusetts, Boston, with a concentration in Instructional Design. He received his B. A. in Japanese Literature from the University of Massachusetts, Amherst.
Mr. Robert Ross, affectionately known as BoB, is the CEO, founding member and lead consultant for Professional Consulting Associates, LLC or “PCA”. Working with leaders at virtually all levels in large, small, public and private sector organizations, BoB’s approach is based on collaborative leadership principles and an engaging, compelling and highly effective working methodology. In his roll as lead consultant, BoB has conceived and implemented courses, seminars and workshops for more than 10,000 individuals. He has developed leadership at 20+ Public Safety organizations and developed leaders at 15+ State and Federal Agencies. ‘Command Team Building & Facilitation, Executive Leadership Development, Conflict Management, Diversity & Inclusion, Strategic Planning & Organizational Effectiveness are just a few of his programs.
Aldo Scrofani began his tenure in the theatre in 1977 at Jujamcyn Theatres Corporation. During his 13 year term he served as the Executive Vice President and Executive Producer and participated in the vast growth of the organization into one of America’s leading and most progressive theatrical companies. Jujamcyn owned and operated first class legitimate Broadway theatres, as well as produced some of the Broadway Theatre’s most memorable and successful productions. In 1990, he joined Columbia Artists Theatricals (CAT). CAT was among the industry’s most highly regarded producing and management companies, and was a leader in the world of theatrical touring. During his 18 year term with CAT, Mr. Scrofani served as the Chief Operating Officer. In addition, during this term, he also held the position of Executive Vice president and COO of Columbia Artists Management, Inc. (CAT’s parent company) and was a senior member of the Board of Directors. In 2009, he founded Theatre Management Associates, Inc. (TMA) and its subsidiary, Moonglow Productions LLC. TMA/Moonglow is a theatrical production and management company providing expertise and professional services to theatrical ventures on a worldwide basis. He is a lifetime member of The League of American Theatres and Producers (now The Broadway League) and has served on both the Executive Committee and the Board of Governors. He also served for 15 years on both the Tony® Management and Tony® Administration committees and continues to be a TONY Voter. Mr. Scrofani is also an Adjunct Professor at New York University’s Stern School of Business teaching a course entitled “The Business Of Broadway. In addition, through a partnership with NYU and the Mayor’s Office of Media & Entertainment Mr. Scrofani is also teaching a graduate level course for CEO’s of media & entertainment companies entitled “Steps for Growth” using the renowned Interise curriculum.
Ken Sevick has coached and trained business owners, CEOs, and their teams in over 40 different industries. He has helped businesses ranging from professional services to manufacturing to retail realize double digit sales and profit growth in 12 months or less. Kevin has also successfully served as a change agent in revitalizing and reenergizing teams of people in sales, production, administration, and operations. He has done over 500 hours of formal training in the latest strategies, techniques, and tactics used in business, and over 10,000 hours coaching organizations in strategy implementation and accountability. In addition, Kevin was ranked as one of the top 100 Coaches Globally in 2008, 2014, 2015, and 2016.
Entrepreneurial with a passion for developing Leaders, Marty Shea started his business path over 25 years by co-founding a single unit restaurant in San Francisco. With its niche in the Fast Casual sector of the industry, Specialty’s Inc. now operates over 50 restaurants up and down the West Coast and Chicago and continues in full expansion mode. While still active in an advisory capacity, Marty exited his business and turned it over to his management team in 2008 to further pursue personal development and to spend time with his family. He ultimately strives to become significant in others’ personal and professional growth. Now as the founder and principle of K2 Business Coaching, Marty’s Executive Coaching practice serves those in both profit and non-profit sectors. He coaches and mentors CEOs and their executive management teams as well as those in small businesses, including the start-up phase.
Richard Sheridan has owned and operated accounting and financial planning practice in the Youngstown, Ohio area for the last 33 years. He has worked with a variety of businesses over that period in the areas of: accounting systems, payroll, tax planning and preparation, financial planning, business acquisitions and sales, marketing and a variety of other concerns unique to the small business owner. In addition, he has taught a number of classes on entrepreneurship at Youngstown State University, Kent State University, and Ashland University in Ohio, as well as seminars for professional organizations. Richard earned a Bachelor of Business Administration (BBA) in Economics and Finance from Kent State University and a Masters of Business Administration (MBA) from Youngstown State University. He is also enrolled to practice before the Internal Revenue Service (EA); a Certified Financial Planner (CFP); a Certified Public Accountant (CPA); a Personal Financial Specialist (PFS); and a Registered Investment Advisor Agent (RIA) with the Securities and Exchange Commission.
As founder and president of Fulcrum Drive, Gloria is dedicated to improving organization effectiveness and helping entrepreneurs build value. Gloria combines entrepreneurial experience, the art of facilitation, and a solid foundation in management accounting to help owners strategize, manage change, and build business value. She helps both for-profit and non-profit leadership teams engage in fruitful conversations and develop multi-year strategic plans with well-founded initiatives and integrated financial plans. Also, under her guidance, companies make fundamental accounting improvements to support growth, meet lender requirements, and keep management informed and engaged.
An Entrepreneur, Educator and Executive Director; MBA & former CEO. Eric is the Executive Director of the Enterprise Center at Plymouth State University a Business Accelerator and Incubator. He also serves the Innovation and Entrepreneurship Cluster at PSU as a Faculty member and a Director for the College of Business Administration, specializing in Entrepreneurship, Marketing, Strategy and Management; He is a Marketing Analyst and Strategic Consultant, advising and coaching founders and executives in companies ranging from Startups to Multi-Nationals. The creator of a “Masterclass in Entrepreneurship” and an APEX Accelerator program, delivering guidance and mentoring in Business Model Development, Innovation and Design Thinking, Change Management, Marketing and Tactical Execution in an applied, action-oriented, experiential format.
Eric is an expert in rapid business optimization, actionable insights and growth strategies.
G. T. “Toby” Stansell continues to serve in executive management roles for high-impact, fast-growth organizations that want to leverage innovation and technology for improved operational and financial performance. Mr. Stansell specializes in developing and deploying innovative approaches to an organization’s most pressing problems and primary opportunities, and his involvement imprints an indelible culture within commercial, civic, and cultural entities that motivates, galvanizes, and unifies the organization’s personnel to fulfill its true purpose. Toby’s primary objectives when leading an organization are to identify and capture transformative opportunities, increase the productivity of people and processes, and optimize operational and financial performance. His prescriptive approach has equipped organizations of all shapes and sizes to make better decisions faster, leverage their strengths for a competitive edge, and maximize results.
Bill Treadwell is an Executive Coach, Advisor, Consultant and Mentor. His role is to help executives to become great leaders and to achieve better results. He has a vast professional background including:
Gene Wright is currently Director of Graduate Management Programs and Lecturer at the Milwaukee School of Engineering (MSOE). He has taught graduate courses in New Product Development Management, Innovation Management, Business Strategy, Entrepreneurship and Strategic Marketing part-time for over 25 years. Wright also taught at University of Wisconsin-Milwaukee, Lubar School of Business, where he taught at the graduate level in business strategy, IT, Innovation Management and Marketing. He also has served as the Director of the UWM, Lubar Executive MBA Program.
Prior to forming his own firm, Wright was the Milwaukee Practice Director for BORN, a medium-size business consulting and information technology services provider. Additionally, he was the Director of Global e-Business at Brady Corporation, a manufacturer of Identification Products. Wright’s e-business strategy work has been documented in an MIT Case Study as well as by IBM. His previous responsibilities within the firm included Director of Research and Development, Manager of Product Development, National Sales Manager, and Manager of Engineering Services.
Gene A. Wright has three US Patents, is a pioneer in online marketing (e-Business) and invented “Web-to-Workbench”, the world’s first website-to-custom manufacturing system as well as worked to developed hundreds of other innovative products, processes, and organizational innovations.
Whether the organization is looking to kick off a green initiative, green up their next event, or promote their green efforts for the world to see, C S Wurzberger and her network are here to assist. She is a chief marketing strategist, sustainability consultant, green event planner, and trainer with 25 years of experience and extensive training in managing all aspects of web development and Internet marketing for animal-related organizations, veterinarians, zoos, nature centers and green-focused businesses. C S has personally assisted hundreds of businesses worldwide build and market profitable, successful websites that rank high in the most popular search engines including Google, Bing and Yahoo.C S is also an in-demand web educator and shares her green marketing expertise with a variety of business organizations devoted to small-medium business success, including SCORE® Counselors to America’s Businesses, several professional organizations including Center for Women and Enterprise, Boston, national gift shows across the country, including the National Stationery show, NYC, Boston Gift Show, Halloween & Costume show, Chicago, Transworld’s Variety and Gift Show, NAVC (North American Veterinary Community and Conference ) and educational institutions such as Simmons school of Management, Boston.
Speaker, Author, Serial Entrepreneur, creator of The Passionate Future Project and The Business Treasure Chest.
As an executive and business development coach, Jaime Yordán-Frau is results-driven first and foremost, and passionate about helping entrepreneurs transform the quality of their lives and students achieve clarity of purpose.
With a background in industrial-organizational psychology, extensive coaching certifications, and over 25 years experience helping build dreams into reality, Jaime has become one of the trusted advisors to presidents of multinational companies as well as emerging enterprises. Through his professional practice, Integro Success Unlimited, Jaime focuses on helping his clients discover the relationship between passion, performance and success, and with this as a foundation, guides them to achieve their full potential.
Russ Young is a certified and licensed Professional Business Coach with ActionCoach (January, 2003), Director of Coaching for Georgia, Business, Firm Owner/Partner, on the Board of Directors of a number of Not for Profits, as well as a member of the International Business Coaching Institute, Chambers of Commerce and several area business associations. Russ was born and raised in a neighborhood of Chicago where he first learned the principles of small business entrepreneurship from his father. Russ' business career began when he was 14 and continued through formal education, teaching, entrepreneurial challenges, corporate life, and business ownership. From working with small and midsized businesses in 65 countries, he has had the opportunity to learn that the challenges and dreams of business owners everywhere are both very similar and unique at the same time.
Gail Zelitzky is the Founder and Principal of Silver-Robins Consulting, LLC. Operating since 2000, S-R collaborates with small businesses on innovative strategies for sustainable growth. Components involve creative problem solving, strategic sales, marketing planning and leadership development. Gail is also co-founder of Transformation Lab™ - a sales advisory group that leads entrepreneurs into culture-changing growth. She authored Taming Time, Learning Leadership and forthcoming book: Gearshift. Since 2008, Gail has been contracted by Interise to work in the Streetwise Steps for Small Business program. She is an Instructor, Support Coach and Trainer. Gail was the 2010-11 president, and continues to sit on the Board of Directors, of NAWBO, (National Association of Women Business Owners), Chicago Chapter. She served 6 years on the Lincoln Park Chamber of Commerce Board of Directors, Executive Board, and, for 2 years as President. She served 6 years on the Illinois Retail Merchants Association Board of Directors. She is a member of the Small Business Advocacy Council and serves on the Board of the Women’s Committee. She is currently pursuing her MAAPS degree in creative leadership at DePaul University’s SNL.
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Program Associate - Program Operations
The Program Associate will provide essential support to the Program Operations team, which includes a number of key cross-functional processes. As a member of the Program Operations Team, s/he will play an integral part in ensuring organizational effectiveness by: informing process improvements that increase operational efficiency, support data management and communications, and work to codify streamlined system and processes.
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