EY Strategic Growth Forum®
We are pleased to announce our 2014 speaker lineup.
Learn more about this outstanding group of individuals below and check back weekly for new additions.
Columnist, USA TODAY
Author, entrepreneur and USA TODAY columnist Rhonda Abrams is widely recognized as one of the nation’s foremost experts on entrepreneurship, small business and business planning. Rhonda’s 19 books have been translated into over 30 languages and adopted by more than 1,000 business schools. Rhonda also writes the weekly entrepreneurship column in USA TODAY. Currently, she’s President and Chief Entrepreneur of PlanningShop, a publishing company specializing in content on entrepreneurship and small business. She’s been named one of the Top 100 Small Business Influencers and one of the 100 Most Influential Women in Silicon Valley.
CEO, Founder, and Chief Product Architect
Frank Addante is CEO, Founder and Chief Product Architect of Rubicon Project (NYSE: RUBI). Rubicon Project’s mission is to automate the buying and selling of advertising. The company operates the world’s largest independent advertising exchange, processing over 4 trillion transactions per month, and reaches over 600 million users. An engineer turned entrepreneur, Frank founded five companies resulting in two acquisitions and two IPOs. Frank founded StrongMail Systems, pioneered the ad server as CTO/Technology Founder of L90 (IPO, then acquired by DoubleClick) and created Starting Point, a search engine that became the seventh-most popular internet site in 1997 (acquired by CMGI).
Dave Allen leads BrandPie, an independent brand strategy consultancy. With offices in London and New York, it provides brand positioning, identity and engagement services. Clients include AstraZeneca, Baker & McKenzie, Capgemini, Coca-Cola, eircom, EY and RBS. Prior to starting BrandPie in 2008, Dave worked at WPP from 1986-2004. He was CEO of The Brand Union. In 2004, he joined J Walter Thompson as CEO of Team Vodafone, leading and integrating the 30 WPP companies that provided services to Vodafone. He was a Non-Executive Director of Chime plc from 2000 to 2008. He has a strong passion for CSR and has established the BrandPie Foundation to help charities build their brands.
Charlotte Jones Anderson
Executive Vice President and Chief Brand Officer
Dallas Cowboys Football Club
As one of the most versatile executives among women in professional sports, Charlotte oversees all strategies and applications surrounding the Dallas Cowboys’ brand and has been instrumental in the innovative technological advancements in fan experience, mobile app development and expanded connectivity at AT&T Stadium. Her vision and direction also guide the Cowboys in stadium design, entertainment, licensed apparel, cause marketing, social media, women’s initiatives and philanthropy. She is Chairman of the NFL Foundation — which spearheads efforts in youth football, health, safety and community outreach — and The Salvation Army National Advisory Board. She is the first woman to serve in either role.
Chairman & CEO
Jeff Arnold is chairman and CEO of Sharecare, a health and wellness engagement platform that helps people maximize their human potential by connecting them to personalized health resources, including high-quality information from experts, clinical decision support tools, interactive programs and local health care providers. In addition to founding WebMD at age 28, Arnold also served as Chairman and CEO of HowStuffWorks.com, which he sold to Discovery and became their chief digital strategy officer. Arnold has been honored by the World Economic Forum, named an EY Entrepreneur Of The YearTM and served on numerous boards.
Joseph H. Astrachan, Ph.D.
Wells Fargo Chair of Family Business, Kennesaw State University
Joe Astrachan is Wells Fargo Eminent Scholar Chair of Family Business, Professor of Management and Entrepreneurship, and Executive Director of the Cox Family Enterprise Center at the Coles College of Business, Kennesaw State University near Atlanta, Georgia. Dr. Astrachan is widely known as the best scientist in the family business field and has an uncanny ability to explain how research translates into highly effective action steps to achieve success. He has received numerous awards for his work, including awards from the Family Firm Institute and The Family Business Network International. Dr. Astrachan is editor of the scientific publication the Journal of Family Business Strategy and past editor of Family Business Review. Dr. Astrachan has over 30 years’ experience studying and working with family companies and has spoken in over 35 countries. He has been a visiting professor at schools around the world, including Witten/Herdecke University in Germany and Loyola University Chicago. He currently serves on the boards of seven privately owned family businesses covering a wide variety of industries from heavy equipment and consumer goods manufacturing to quick-service food franchising, to professional services and real estate development. Dr. Astrachan comes from a family business background; his extended family owned businesses, such as container and tanker shipping, shipbuilding, coal mining and pharmaceuticals. Dr. Astrachan earned his BA, MA, M Phil, and PhD degrees at Yale University.
General Manager, Global Business Development
The Procter & Gamble Company
Laura Becker serves as General Manager of Global Business Development (GBD) at The Procter & Gamble Company, leading the global organization responsible for delivering external innovation partnerships across the company and around the world. Laura’s team manages acquisitions, divestitures, joint ventures, equity investments, technology/trademark/know-how licensing, outsourcing and P&G’s global Open Innovation efforts (Connect+Develop). A 24-year P&G veteran who has worked in a range of areas across the company, Laura brings a depth of business and strategic-development expertise to GBD. She has been consistently and widely recognized as a highly effective collaborator who delivers win:win solutions, often built on true out-of-the-box thinking.
President & CEO
Levi Strauss & Co.
Chip Bergh is the President and Chief Executive Officer of Levi Strauss & Co. (LS&Co.), a leading global apparel and consumer goods company with sales in more than 110 countries. Bergh is a strategic leader with proven ability to build and grow brand powerhouses, bring new products to the mass market, develop innovative marketing campaigns, and capitalize on digital platforms to drive brand awareness. Prior to joining LS&Co., Bergh was Group President, Global Male Grooming, for The Procter & Gamble Company (P&G). During his 28-year career at P&G, he served in a number of leadership positions with increasing levels of complexity and scope.
Mark J. Bissell
Chairman & CEO
Mark Bissell is the Chairman and CEO of BISSELL Inc., a privately owned company in its fourth generation of family leadership. BISSELL was founded in 1876 and is the seventh-oldest privately held manufacturing company in the United States, headquartered in Grand Rapids, Michigan. BISSELL designs and markets a full line of home cleaning products worldwide and has the No. 1 market share position in the US floor-care industry with a growing position in international markets. The company’s focus is on customer innovation through extensive consumer research, life-inspired product development and strategic brand positioning. Prior to joining BISSELL in 1985, Mark served as Vice President at BAII Banking Corporation and Assistant Treasurer at Chase Manhattan Bank in New York. He obtained a Master of Business Administration in Finance from the Graduate School of Business Administration at Cornell University. He also holds a Bachelor of Arts in Economics from the College of Arts, Sciences and Letters at the University of Michigan. Mark sits on a number of community and business boards.
President & CEO, GE Power & Water
Steve Bolze is the President and CEO of GE Power & Water. Throughout his 20-year career with GE, Mr. Bolze has held several leadership positions in Energy Services, Healthcare, Power Generation, Healthcare International, Energy Management and GE Corporate Business Development. Bolze is active in many energy-related organizations, including the World Energy Council, the International Energy Agency and the World Economic Forum. In January, he was appointed the Chair of the World Economic Forum’s Electricity Technology Community. Mr. Bolze holds a Bachelor of Science degree from Duke University and an MBA from the University of Michigan.
Will Bowmer is a managing director at Barclays and Head of the bank’s Technology, Media and Telecommunications – Equity Capital Markets Group. Based in Menlo Park, California, Mr. Bowmer has over 20 years of experience originating and executing capital markets transactions for companies in Silicon Valley and around the world. Previously, Mr. Bowmer was based in Hong Kong and Tokyo for 14 years. During that time, he ran Lehman Brothers’ Equity and Debt Capital Markets businesses for all of Asia. Mr. Bowmer began his career in New York as an attorney at Skadden, Arps, Slate, Meagher & Flom, where he specialized in corporate finance and mergers and acquisitions.
CEO, L’Occitane Inc
Group Managing Director NAASA, L’Occitane en Provence
David P. Boynton is the CEO of L’Occitane’s US affiliate and the Group’s NAASA region which represents 25% of the company’s revenues. L’Occitane is a leading French premium natural beauty retailer with over 2,000 stores in more than 70 countries. Within the Group, he also heads the Global Digital and Learning and Development teams. David previously held executive positions in Li Ka Shing’s Hutchison Whampoa organization, with assignments in both Hong Kong and Taiwan, and also at Safeway UK, where he rose from the sales floor to be the CEO’s EA and to run the company’s South of England store portfolio.
Chief Financial Officer
Kelyn Brannon, a 25-year finance veteran, is CFO of Arista Networks. Most recently Kelyn was CFO of Delivery Agent. Prior to that, Kelyn was CFO at Calix, where she led a successful IPO. Kelyn was CFO of Calypso Technology and Arzoon Inc. and CEO of Studio Systems Inc. At Amazon.com, she was Chief Accounting Officer, Vice President of Finance and CFO of Amazon’s international division. She has also held senior finance positions at Sun, Lexmark and Ernst & Young LLP and is a member of the American Institute of Certified Public Accountants. Kelyn has a BA in Political Science from Murray State University.
best-selling author and business consultant
Marcus Buckingham’s groundbreaking ideas about how to turn strengths into performance have changed the business world. Beginning with First, Break All The Rules, his books have sold more than 4 million copies, and he has been profiled in The Wall Street Journal, The New York Times, FORTUNE and Fast Company. His leadership development firm, The Marcus Buckingham Company (www.TMBC.com), works with organizations worldwide, including Facebook, Kohl’s Corporation, Hilton Worldwide, Accenture and The Gap, to achieve a straightforward but impactful mission: instill at scale the very few practices shared by the world’s best leaders. TMBC’s strengths-based performance platform StandOut, launched in 2011, reinvents performance management by providing team leaders with a light-touch, in-the-work tool to accelerate and evaluate employee performance.
Co-Founder, Quiet Revolution LLC
Author, QUIET: The Power of Introverts in a World That Can’t Stop Talking
Susan Cain is the co-founder of Quiet Revolution LLC and the author of the award-winning New York Times best seller QUIET: The Power of Introverts in a World That Can’t Stop Talking, which has been translated into 36 languages and was named the #1 best book of the year by Fast Company magazine, which also named Cain one of its Most Creative People in Business. Cain’s book was the subject of a TIME magazine cover story, and her writing has appeared in the The New York Times, The Wall Street Journal and many other publications. Her record-smashing TED talk has been viewed over 8 million times and was named by Bill Gates one of his all-time favorite talks. Cain has also spoken at Microsoft, Google, the U.S. Treasury, the SEC, Harvard, Yale, West Point and the U.S. Naval Academy. She is an honors graduate of Princeton University and Harvard Law School.
Michael B. Capilouto
Ernst & Young LLP
Michael B. Capilouto is the Transaction Accounting and Private Equity Leader for Financial Accounting Advisory Services (FAAS) at Ernst & Young LLP. Advising on a wide range of capital markets transactions, including IPOs, debt offerings and carve-out/spin-off transactions, Mike helps enterprises execute complex transactions that unlock and enhance value. With his up-to-date knowledge, experience and regulatory insight, Mike identifies important questions early and finds the right answers quickly, helping clients to get in front of the deal. Mike works with clients in many sectors, including pharmaceuticals, consumer products, retail, technology and telecommunications.
John Castro, retired Chief Executive Officer of Merrill Corporation, joined the company in 1978. During his tenure he held several positions and has served on Merrill’s Board of Directors since 1981. As CEO, Mr. Castro led Merrill’s growth into an international company and one of the largest global technology-enabled document service providers, trusted by clients to manage complex, confidential and regulated information. He successfully led the company’s IPO in April of 1986 and took the company private in November 1999. Mr. Castro also serves on the Board of Directors of Securian Financial.
Founder & President
Cynthia Cohen is a prominent retail consultant and experienced board member. She is considered a leading authority on strategy, consumer trends and digital marketing. Over the last 20 years, Cynthia has served on 11 public boards of directors. She is currently a member of the board of Equity One and Steiner Leisure, and several digital start-ups. Her experience includes Lead Independent Director and Chairman of Audit, Compensation and Governance Committees. Cynthia has spoken at The Institute of Internal Auditors, Outstanding Directors Exchange and Women Corporate Directors conferences. She has taught NACD seminars on best practices in corporate governance.
nine-time GRAMMY Award winner
Sheryl Crow is a nine-time GRAMMY winner who has sold more than 35 million albums worldwide. She has performed duets with luminaries including Sting and Mick Jagger; has been nominated for another 27 GRAMMYs; and has released eight studio albums (all charting Top 10, four reaching platinum-plus), a quadruple-platinum greatest hits collection and a Christmas album. Her most recent album, Feels Like Home, captures the sound of a great and established artist enjoying a kind of fresh start. It features songs on which Crow collaborated with longtime guitarist and frequent co-writer Jeff Trott (with whom she co-wrote such Crow classics as “If It Makes You Happy,” “My Favorite Mistake” and “Every Day Is A Winding Road”) as well as Nashville songwriters such as Chris DuBois, Luke Laird, Natalie Hamby and Chris Stapleton, among others. Crow has a combined 40 Top 10s on the Billboard Hot 100, Adult Top 40, Adult Contemporary, Mainstream Top 40, Triple A (with the most No.1 singles among women in the chart’s 17-year history) and Hot Country Songs charts. Crow can also count a Top 20 solo country single to her long list of accolades. Her current single, “Callin’ Me When I’m Lonely,” is Top 40 and climbing.
EVP, Head of Global Listings
Scott Cutler is Executive Vice President and Head of Global Listings at NYSE Euronext and is responsible for managing the Exchange’s relationship with over 2,100 companies listed at the NYSE from Canada, Latin America, the United States and Asia. Mr. Cutler is responsible for the Exchange’s relationship with the investment banking, private equity, venture capital and legal communities to attract new listings and oversees the Capital Markets business, including initial public offerings for operating companies, structured products, closed-end funds and REITs listing on the NYSE or NYSE MKT. He frequently testifies in Congress on capital-raising activities and was involved in the JOBS Act legislation that was passed in April 2012. Mr. Cutler graduated with a BS in Economics from Brigham Young University and earned a JD from the University of California, Hastings College of Law.
EY Global Brand, Marketing and Communications Leader
Barbara joined Ernst & Young LLP, the UK member firm, in 1998 in London as an HR director, with a specialization in change management. In 2002, she moved from HR to work with the then-Chairman of the UK firm to establish a national communications function. In 2006, Barbara took responsibility for leading the former EY NEMIA Area communications. In 2008, she was appointed to lead the EY EMEIA communications team, where she integrated internal and external communications. In 2009, Barbara was appointed EY Global Communications Leader and also continued as a leader for the EMEIA function. Barbara led the communications work streams for both the EY EMEIA and the EY Asia-Pacific Area integrations. Barbara is committed to a number of mentoring programs which help young people make their way in their chosen fields. Barbara has a degree in Economics from Manchester University and is a Fellow of the Institute of Personnel and Development.
Founder and CEO
Will Dean is Founder and CEO of Tough Mudder, a hard-core, 10+ mile obstacle course series with more than 60 events on three continents in 2014. Tough Mudder has reached more than 1.5 million participants, who’ve raised more than $6.5 million for Wounded Warrior Project. As CEO, Dean oversees daily operations of 150+ employees, working from headquarters in Brooklyn, NY, and offices in London and Melbourne. Dean graduated from Harvard Business School (MBA) and the University of Bristol (BSc). He previously worked as a counterterrorism officer at the UK Foreign and Commonwealth Office and founded two other companies.
Elda Di Re
Leader, Private Client Services, Financial Services Office
Ernst & Young LLP
Elda leads Ernst & Young LLP’s Private Client Services group and is known as a leader in income tax planning for high-net-worth individuals. She serves family groups and individuals by providing estate and personal income tax services to executives of major private and public companies and private equity. Elda has extensive experience with charitable planning, AMT, debt planning, partnerships and navigating clients through dynamic family issues including multigenerational transfers. Elda received her undergraduate degree from the University at Albany, magna cum laude. Her professional accreditations include Certified Public Accountant (CPA), Certified Financial Planner (CFP) and AICPA Personal Financial Specialist (PFS).
Stephen J. Dubner
Coauthor of Freakonomics, SuperFreakonomics, and Think Like a Freak
An award-winning author, journalist, and radio and TV personality, Stephen J. Dubner is coauthor, along with Steven Levitt, of the international best sellers Freakonomics, SuperFreakonomics and, most recently, Think Like a Freak, which have sold more than 5 million copies in 35 languages. Freakonomics, published in April 2005, was an instant international best seller and cultural phenomenon. It made numerous “books of the year” lists and a few “books of the decade” lists, and won a variety of awards, including the inaugural Quill Award, a Book Sense Book of the Year Award and a Visionary Award from the Council for Economic Education. It was also named a Notable Book by The New York Times. SuperFreakonomics, published in 2009, was published to similar acclaim and also became an international best seller. The Freakonomics enterprise also includes an award-winning blog, a high-profile documentary film and a public-radio project called Freakonomics Radio, which Dubner hosts. Dubner again teamed with Levitt for the 2014 release of Think Like a Freak. Dubner is a graduate of Columbia University, where he also taught in the English Department. He was an editor and writer at New York magazine and The New York Times before writing books full-time.
Partner, Ernst & Young LLP
EY Americas Strategic Growth Markets Leader
Herb Engert is the EY Americas Strategic Growth Markets Leader and a partner in Ernst & Young LLP’s Private Equity practice, advising the firm’s dynamic, fast-moving and groundbreaking clients. He has in-depth knowledge of the needs and complex issues of companies experiencing rapid growth. Herb coordinates the services globally for one of Ernst & Young LLP’s largest private equity clients. He has worked with both private equity and corporate acquirers and has extensive knowledge supporting the needs and challenges of private equity portfolio companies. He has supported clients with acquisitions, financing, integration, risk management and exit strategies.
EVP & CFO
Koch Industries, Inc.
Steve Feilmeier is an Executive Vice President and the Chief Financial Officer of Koch Industries, Inc., as well as a member of the Koch Industries board of directors. As Chief Financial Officer, Mr. Feilmeier oversees Koch Industries’ global financial network and works closely with other business leaders to capture potential opportunities that best fit Koch Industries’ capabilities and vision. Before joining Koch Industries, he held a variety of positions at PepsiCo, and was manager of taxation at KPMG Peat Marwick. Mr. Feilmeier earned a master’s degree in Accounting from Wichita State University, and is a certified public accountant.
President & CEO
FARO Technologies, Inc.
Jay Freeland is the President and CEO of FARO Technologies Inc. (Nasdaq: FARO) the world’s most trusted source for 3D measurement, imaging and realization technology. The company’s products are used by customers in more than 50 countries and serve a diverse range of industries, such as aerospace, automotive, architecture, engineering, construction, forensics and gaming. In 2013, FARO was named to FORTUNE magazine’s list of the 100 Fastest-Growing Companies. Jay started his career at GE, and over the course of nearly 13 years he held roles of increasing responsibility across multiple GE business units. He has been featured on CNBC and Fox Business. In 2008, Jay received the EY Entrepreneur Of The Year Florida Award in the technology category. Jay graduated with a BA in Economics from Union College, where he currently serves the College as a member of the President’s Council.
Jason Giordano is a Managing Director in the Private Equity Group at Blackstone. Since joining Blackstone in 2006, Mr. Giordano has been involved in the evaluation and execution of various investments in the consumer products, education, paper and packaging, and chemicals sectors, including investments in Pinnacle Foods, Birds Eye Foods, Wishbone, Crocs, Outerstuff, Acushnet (Titleist), Polymer Group, Fiberweb and Providencia. Before joining Blackstone, Mr. Giordano was employed by Bain Capital and Goldman, Sachs & Co. in various roles. Mr. Giordano received an AB from Dartmouth College and an MBA from Harvard Business School. He serves on the Board of Directors of Pinnacle Foods, Outerstuff, Polymer Group and HealthMarkets.
Founder & CEO
Kara Goldin is the Founder of Hint, Inc., which produces all-natural fruit essence waters with no added sugars or preservatives. Hint was launched in 2005 to make it easier for consumers to drink more water and lead a healthier lifestyle. Kara’s current authority in the beverage industry has propelled her to be a leading media resource for outlets including The Wall Street Journal, The New York Times and Forbes.com. She has been selected as one of Fortune’s 2011 Most Powerful Women Entrepreneurs and is a member of the EY Entrepreneurial Winning Women™ class of 2012. Kara currently lives in San Francisco with her husband Theo (Hint’s COO), four children and two Labradors.
EY Americas Vice Chair - Talent
As an EY Americas Vice Chair, Talent, Kelly focuses her efforts on creating an exceptional experience for the 54,000 people employed by EY member firms in the Americas by attracting top talent and increasing the engagement and retention of our people. Kelly’s career has spanned 23 years. She’s served primarily Fortune 500 companies, including a Fortune 50 company in Switzerland, for which she was the coordinating partner at Ernst & Young LLP overseeing its audit engagements. Prior to her current role, Kelly served as the Ernst & Young LLP Chicago Office Managing Partner and Coordinating and Senior Advisory Partner for Chicago’s largest clients. She was elected to the EY Americas Advisory Council and EY Global Advisory Council and is now a member of the EY Americas Operating Executive and the EY Global Talent Executive Committee. Kelly has been recognized by the World Economic Forum, the Anti-Defamation League and the Illinois CPA Society. She was awarded the US firm’s prestigious Rosemarie Meschi Award for her dedication to the development of its professionals.
Acting President and CEO
Ewing Marion Kauffman Foundation
Wendy Guillies is the Acting President and CEO of the Ewing Marion Kauffman Foundation, a $2 billion private philanthropy located in Kansas City, Missouri. In this role, she works closely with the Board and the management team to implement strategies in the Foundation’s core program areas of education and entrepreneurship. Prior to her appointment as Acting CEO, Guillies served in an executive position managing a team of 21 people across three departments and playing a critical role in the growing influence of the Foundation.
Partner, Ernst & Young LLP
EY Americas Family Business Leader
Carrie Hall is an assurance partner in Ernst & Young LLP’s Atlanta office and is the EY Americas Family Business Leader. She oversees Ernst & Young LLP’s services to family-owned business across the Southeast Region. Carrie has worked with entrepreneurial family-owned businesses for over 26 years, providing audits and advising on matters such as growth strategies and sustainability, and she has served as Ernst & Young LLP’s Southeast Region Strategic Growth Markets Leader. She has assisted in acquisitions, divestitures, and debt and equity transactions, including initial public offerings. Her clients have included some of the largest family businesses in the Southeast, with a retail industry focus.
President & CSO
Shawn Henry leads a world-class team of cybersecurity professionals helping organizations protect their most sensitive data from targeted threats. Shawn retired from the FBI as Executive Assistant Director after 24 years, responsible for all criminal, cyber and international investigations worldwide. He oversaw some of the most significant cyber investigations spanning the globe, including major corporate breaches and nation-state-sponsored intrusions. Shawn has been a keynote speaker on cyber issues in venues around the world and has been featured extensively on network television and in print and online publications. Shawn’s professional recognition includes the Presidential Rank Award for Meritorious Executive; inclusion in SC Magazine as a top industry pioneer who shaped information security; and identification as one of the most influential people in security by Security Magazine.
Chief Executive Officer
Carestream Health, Inc.
Carestream is a leading provider of imaging systems and IT solutions to the medical, dental and non-destructive testing markets as well as advanced materials and coated films for touch-screen sensors. Carestream generates $2.4 billion in revenue annually, provides support to customers in 170 countries, and holds more than 1,450 granted and pending patents. The company was formed in 2007 when private equity firm Onex purchased Kodak’s Health Group. Kevin Hobert led the divestiture and the formation of an independent company. Since 2007, Hobert has led Carestream’s turnaround from a declining film business to a growing technology business with a significant presence in emerging markets. Prior to joining Kodak, he served in a variety of marketing and global business management roles in GE Healthcare.
Deborah K. Holmes
EY Americas Director, Corporate Responsibility
Deborah K. Holmes established and leads the EY Corporate Responsibility (CR) function. Focused on skill-based volunteerism in the “3Es” (education, entrepreneurship and environmental sustainability), CR enables firm partners and employees to build skills while making a difference in their communities. Ms. Holmes joined Ernst & Young LLP in 1996 to direct, develop and advance women, work that was featured in Fast Company and Business Week and led to her being named a World Economic Forum Global Leader for Tomorrow. Ms. Holmes earned her BA and JD from Harvard University. She lives in New York City with her college sweetheart and her two school-aged sons.
Academy Award-, Golden Globe- and Emmy-winning filmmaker
Academy Award-winning filmmaker Ron Howard is one of film and television’s most enduring legends, with over 50 years in the entertainment industry as producer, director, writer and star of some of his generation’s seminal works. As partner in Imagine Films Entertainment with Brian Grazer, he has led the company’s creative team to multiple box office hits, including Rush, The Da Vinci Code, How the Grinch Stole Christmas and Cocoon. Howard has also earned multiple awards for notable motion pictures like Frost/Nixon; Cinderella Man; A Beautiful Mind, which garnered a Best Director Oscar; and Apollo 13, which was nominated for nine Academy Awards, including Best Picture. Howard has served as Executive Producer on a number of award-winning television shows, including the HBO miniseries From the Earth to the Moon, NBC’s Parenthood and the children’s series Curious George. He also produced (and narrated) the Emmy-winning series Arrested Development on FOX, which returned in 2013 after a seven-year hiatus with a fourth season exclusively for Netflix. Howard began his acting career in The Journey and The Music Man, then as Opie on the long-running television series The Andy Griffith Show and later in the popular series Happy Days.
Stephen R. Howe, Jr.
Managing Partner, Ernst & Young LLP
EY Americas Managing Partner
In 1999, at age 24, Tony Hsieh sold LinkExchange, the company he co-founded, to Microsoft for $265 million. He joined Zappos in 1999 as an investor and became CEO in 2000. Zappos grew from almost no sales to over $1 billion in annual gross merchandise. In 2009, Amazon acquired Zappos for an estimated $1.2 billion. Tony’s book, Delivering Happiness, released in 2010, shows how a very different kind of corporate culture is a powerful model for achieving success and happiness. Tony is also leading the Downtown Project, a group committed to transforming downtown Las Vegas into the most community-focused large city in the world.
Priya Cherian Huskins
Senior Vice President & Partner
Woodruff-Sawyer & Co.
Priya Cherian Huskins is a recognized expert in directors and officers (D&O) liability risk and its mitigation. In addition to consulting on D&O insurance matters, she counsels clients on ways to reduce their exposure to shareholder lawsuits and regulatory investigations. Priya is a popular speaker nationally and internationally on D&O liability issues and a regular guest lecturer at Stanford’s Directors’ College, among others. Priya serves on the board of directors of an NYSE-listed public company, where she chairs the Governance and Nominating committee. She also serves on the board of the Silicon Valley Directors’ Exchange and the advisory board of the Stanford Rock Center for Corporate Governance.
EY Americas Vice Chair, Transaction Advisory Services
Rich Jeanneret is EY Americas Vice Chair of Transaction Advisory Services (TAS) and a member of the EY Americas Operating Executive. Rich has nearly 30 years of transaction experience with both private and public companies, advising on mergers and acquisitions for corporations and financial buyers, public company spinoffs, initial public offerings and securities offerings. Rich received his bachelor’s degree in economics from Boston College. He is a member of the American Institute of Certified Public Accountants, as well as the Economic Clubs of New York and Washington. He sits on the National Board of Directors of the Leukemia & Lymphoma Society and the Wolf Trap Foundation for the Performing Arts.
Author, Communication Consultant
Author, keynote speaker and former Merrill Lynch stockbroker, Mark Jeffries has become a trusted adviser and communications consultant to some of the world’s largest and most successful corporations, agencies and partnerships. Dividing his time mostly between the United States, Canada and Europe, Mark is invited to deliver his highly effective keynotes on business communication to audiences across many industries. His speeches are relevant, entertaining and filled with instantly usable takeaway ideas. Mark has also mastered a fascinating niche — moderating major corporate events. Mark has become the go-to person for facilitating, moderating and emceeing multinational events for major organizations around the world. Mark has published two books: What’s up with your Handshake? and The Art of Business Seduction and has recently launched an innovative virtual training course entitled “The Art of Business Influence, Selling Without Selling.” Discussing the power of business influence, networking 2.0 and soft skills, Mark regularly appears as an expert guest on NBC’s Today Show, Fox Business, CNBC and BBC News and writes for The Huffington Post.
David N. Jensen
Partner, Ernst & Young LLP
EY Global Innovation and Digital Strategy Leader
former Super Bowl and NCAA national championship coach and current Fox broadcaster
Jimmy Johnson is the architect of the Dallas Cowboys’ consecutive victories in Super Bowls XXVII and XXVIII, former Miami Dolphins Coach and current member of FOX’s NFL Sunday team. Johnson served as the Cowboys’ Head Coach from 1989 to March 1999 and is one of only five head coaches in NFL history to lead a team to back-to-back Super Bowl wins. In three of his final four years with the Cowboys, he was named NFL Coach of the Year. Before his tenure with the Cowboys, Johnson served as Head Coach of the University of Miami Hurricanes, leading them to two Orange Bowl titles, two No. 2 finishes, and a National Championship in 1987. He was the first person in football history to serve as Head Coach for a Super Bowl champion and a national collegiate champion. After retiring after the 1993 season, Johnson joined FOX Sports in April 1994 to serve as an analyst, before returning to the NFL in 1996, becoming the Head Coach and General Manager of the Miami Dolphins. He retired his Dolphins position in 2000 and returned to his position with FOX NFL Sunday.
Sheila C. Johnson
Salamander Hotels and Resorts
Sheila C. Johnson oversees a growing portfolio of luxury properties as Founder and CEO of Salamander Hotels and Resorts. In August 2013, the luxurious Salamander Resort & Spa opened in Middleburg, Virginia. Ms. Johnson is Vice Chairman and Owner of Monumental Sports & Entertainment and President and Managing Partner of the WNBA’s Washington Mystics. She is a partner in ProJet Aviation, an aircraft management and charter company. Ms. Johnson also launched the Sheila Johnson Collection for which she designs luxury scarves. Ms. Johnson was a founding partner of Black Entertainment Television, and is a producer of documentary and feature films.
Michael J. Kacsmar
Partner, Ernst & Young LLP
EY Entrepreneur Of The Year™ Americas Program Director
Mike Kacsmar serves as the EY Entrepreneur Of The Year Americas Program Director for Strategic Growth Markets, overseeing all US regional programs as well as programs in Canada, Mexico and South America. Michael brings more than 21 years of experience serving a variety of high-growth domestic and international companies, both private and public, at various stages of development. His clients at Ernst & Young LLP have successfully navigated through mergers, acquisitions and both private and public equity and debt offerings. Michael is a certified public accountant in New Jersey, New York and Pennsylvania (inactive) and is a member of the NJSCPA, PICPA and AICPA. He has a BS in Business Administration - Accounting from Bloomsburg University of Pennsylvania.
President and CEO
Jim Keane is President and Chief Executive Officer of Steelcase Inc., the global leader in the office furniture industry. Jim joined Steelcase in 1997 and held several executive positions, including CFO, before taking over sales, marketing and product development for the Steelcase brand. He became CEO in March of this year. During Jim’s tenure, Steelcase has evolved from a manufacturer to a strategic partner for the world’s leading organizations, helping to create great experiences wherever work happens. A University of Illinois graduate with a Masters in Management from Northwestern University, Jim serves on the boards of Rockwell Automation and IDEO.
Jacqueline A. Kelley
Partner, Ernst & Young LLP
EY Global and Americas IPO Markets Leader
Jackie is an Ernst & Young LLP partner with over 25 years of advisory and audit experience, focusing on IPO readiness, business process improvement, governance, internal controls, risk management, internal audits and financial audits. Jackie currently serves as the EY Global and Americas IPO Markets Leader with a team of IPO leaders throughout North and South America and Israel, responsible for over 400 C-suite executive strategy sessions focused on IPO readiness and post-IPO effectiveness.
Senator Francis X. Kelly
Kelly & Associates Insurance Group, Inc.
What began in the basement of Janet and Frank Kelly’s home in 1976 as a small health and life insurance agency has evolved into one of the largest and fastest-growing group insurance administrators, brokers and consultants in the mid-Atlantic region specializing in health care. Run by their four sons, Kelly and Associates Insurance Group is the 2013 winner of the EY Family Business Award of Excellence. The Kellys’ partnership is one of faith, family and community service. In addition to running the business, Kelly served 12 successful years in the Maryland Senate where he was recognized by his peers as one of Maryland’s most effective legislators.
Co-founder and CEO
David S. Kidder is an entrepreneur with a wide range of marketing and technology expertise focused on social, mobile and search advertising and product development. He is the co-founder of Bionic, an enterprise accelerator platform. Prior to Bionic, David served as the co-founder and CEO of Clickable, an online advertising software as a service (acquired by Syncapse). Prior to Clickable, Kidder co-founded SmartRay Network, a mobile advertising pioneer (acquired by LifeMinders), and Net-X, a web-authoring platform (acquired by Target Vision). He is the author of the book The Startup Playbook, released in January 2013 and published by Chronicle Books.
Mike Kourey is a partner at Khosla Ventures (KV) who provides venture assistance and strategic advice as an active board member to a broad array of portfolio companies. He recently worked closely with RingCentral to coach the company through its IPO. He was also a director of The Climate Corporation, which Monsanto acquired for approximately $1 billion. Prior to KV, Mike was CFO and board member at Polycom, where he joined as employee number seven pre-financing and drove Polycom’s revenue growth from a standing start to $1.5 billion in 2011. He is a board member at networking leaders Aruba Networks and Riverbed Technology, having joined each company prior to their IPOs. Mike holds a BS from the UC Davis and an MBA from Santa Clara University.
Sallie Krawcheck is Chair of Ellevate Network and Ellevate Asset Management. In 2013, the former CEO of Smith Barney, Merrill Lynch and US Trust purchased the professional women’s network, previously known as 85 Broads. Sallie has been one of the most influential executives in financial services. For her integrity and independence of thought, Fortune magazine called her “The Last Honest Analyst.” She recently made Fast Company’s list of the 100 Most Creative People in 2014. As a LinkedIn Influencer, Sallie has more than 620,000 followers and nearly 25,000 Twitter followers. A rabid University of North Carolina Tar Heels fan, Sallie spends time advising start-ups and focusing on education-oriented philanthropy.
Chief Financial Officer
Jack is currently CFO of GoPro, a provider of wearable capture devices which he helped take public in 2014, raising over $490 million. From 2011 to 2013, Jack was employed by Qualcomm, where he served as SVP Corporate Development and General Manager of Qualcomm Atheros. From 2003 until the company’s $3.6 billion acquisition by Qualcomm in 2011, Jack served in a variety of positions and most recently as Atheros’ CFO and SVP of Corporate Development. In 2004, Jack helped take Atheros public, raising $145 million in capital as part of the IPO. During his tenure, Atheros grew to over $1 billion in revenue and conducted several acquisitions throughout North America and Asia. Jack previously held executive positions at NetRatings, which he took public in 1999, Apptitude and Electronics for Imaging. Jack is a CPA and holds a BS in Commerce from Santa Clara University. He serves on the Board of Directors at TubeMogul (NASDAQ: TUBE) and at Silicon Labs (NASDAQ: SLAB).
Steven D. Levitt
Coauthor of Freakonomics, Superfreakonomics, and Think Like a Freak
Steven Levitt is a tenured professor in the University of Chicago’s Economics department (he received tenure after only two years) and is the recipient of the American Economic Association’s prestigious John Bates Clark Medal — given to the country’s best economist under 40. When Stephen Dubner (coauthor of Freakonomics and SuperFreakonomics) profiled Levitt in The New York Times Magazine, he was beset by questions, queries, riddles and requests. Originally published in the US in 2005, Freakonomics instantly became a cultural phenomenon. Hailed by critics and readers alike, it went on to spend more than eight years on The New York Times best seller list, having sold more than 5 million copies around the world in more than 35 languages. Levitt and Dubner have appeared widely on television and maintain the popular Freakonomics blog, which can be found on The New York Times website. A book that is even bolder, funnier and more surprising than the first, SuperFreakonomics retains that off-kilter sensibility but also tackles a host of issues at the very center of modern society: terrorism, global warming, altruism and more. Levitt again paired with Dubner for their latest release, 2014’s Think Like a Freak, which immediately achieved best seller status.
Partner, Financial Services IPO Leader
Ernst & Young LLP
Joe is a partner at Ernst & Young LLP with more than 19 years of experience providing assurance and advisory services to both private and public financial services companies. His experience includes advising high-growth companies through the IPO process and many significant acquisitions. He has extensive experience with SEC reporting and various technical accounting issues, including business combinations, consolidation, stock-based compensation, financing transactions, derivatives and hedging activities, securitizations and various M&A-related issues.
Principal, Ernst & Young LLP
EY Global Technology Leader, Transaction Advisory Services
Jeff Liu is the EY Global Technology Sector Head for Transaction Advisory Services. Jeff has served as a senior advisor to technology clients for almost 24 years, as a consultant at McKinsey & Company, and as a Technology group head at Deutsche Bank and Bank of America. He graduated from Harvard College and has an MBA and a JD from Stanford University.
President & CEO
Dr. Peter Maag has 20+ years of experience in the pharmaceutical and diagnostic industry. Prior to joining CareDx, Dr. Maag was President of Novartis Diagnostics based in California. He headed the expansion of the unit with worldwide growth in its blood screening business and established new ventures in molecular diagnostics. Dr. Maag also led one of Novartis’ key affiliates as Country President, Germany, and was Country President, Korea. At Novartis, he helped launch the Infectious Diseases franchise and served as the Head of Strategy for Novartis Pharmaceuticals. Prior to Novartis, Dr. Maag worked at McKinsey & Company. He holds board and advisory positions at Phoenix, MolecularMD and Cobaltix. Dr. Maag studied in Heidelberg and London and received his PhD from the University of Berlin, Germany.
Partner, Ernst & Young LLP
EY Global Tax Leader – Strategic Growth Markets
James Markham is the EY Global Tax Leader for Strategic Growth Markets and a partner of Ernst & Young LLP, serving its domestic and multinational clients, as well as the leader of the firm’s Sacramento Tax practice. He has more than 31 years’ experience. James assists high-growth companies in their preparation to go public. His focus is on tax, accounting for income taxes, acquisitions, joint ventures and foreign expansion planning. In addition, he provides support with tax strategies, especially for mergers and acquisitions and international expansion. He also has a wealth of knowledge regarding employee benefit and executive compensation planning. James earned his undergraduate degree in Accounting and a master’s in Tax from Brigham Young University.
Robert H. McCooey, Jr.
Senior Vice President
Robert H. McCooey, Jr. is a Senior Vice President of NASDAQ OMX and is responsible for Relationship Management with NASDAQ’s 2,800 listed companies. Previously, Mr. McCooey ran New Listings and the Capital Markets Group at NASDAQ. In this role, Mr. McCooey managed NASDAQ’s new listings efforts domestically, in the Americas and throughout the Asia Pacific region. Prior to joining The NASDAQ Stock Market, Inc., Mr. McCooey founded and served as the Chief Executive Officer of The Griswold Company from 1988 until 2006. He was a member of the New York Stock Exchange Board of Executives from 2003 to 2006.
EY Americas Senior Vice Chair – Accounts
Since joining Ernst & Young LLP in 1979, Tom has served many of the world’s largest financial institutions. In 2010, Tom was appointed EY Americas Senior Vice Chair–Accounts. His EY roles have included Regional Managing Partner for the EY EMEIA Financial Services Region, EY Global Vice Chair of Assurance and Advisory Business Services, Global Managing Partner–Markets, and Markets Managing Partner for the (former) Northern Europe, Middle East, India and Africa Area (NEMIA). Tom has held a number of senior positions with Ernst & Young LLP and was instrumental in establishing its Financial Services Office.
FOX NFL Sunday
Curt Menefee’s secret to success comes in three steps: work hard, be passionate and enjoy life. Throughout his career, he’s achieved all three. Menefee began his broadcasting career during college, juggling schoolwork with a five-day internship schedule at a local station near his alma mater, Coe College. His hard work paid off as he began his broadcasting career with stops in Jacksonville, Madison, Des Moines and finally Dallas, where he won four Katie Awards for Best Sportscast and Best Sports Special. He then achieved success in New York City, where he won an AP Award for Best Sports Reporter in New York and became one of the most popular on-air personalities in the city. In 2005, Menefee was named studio host of FOX NFL Sunday, the most-watched pregame/halftime show in sports. Menefee, also hosts a top-five-rated program in all of primetime, The OT wrap-up show on FOX. In addition to his NFL duties, Menefee also does play-by-play for Showtime’s ShoBox: The New Generation. With additional appearances on MLB, UEFA Champions League and International Boxing Organization broadcasts, Menefee has amassed a list of credentials rivaling anyone in the industry.
Late Night with Seth Meyers
Emmy Award winner Seth Meyers added to NBC’s extraordinary late-night legacy with the launch of Late Night with Seth Meyers in February 2014. Meyers began his TV career with Saturday Night Live (SNL) in 2001. He completed his 13th season on the legendary sketch comedy program, where he served as head writer for nine seasons and “Weekend Update” anchor for eight. Viewers recognize Meyers for his sharp wit, satirical commentary on topical events and newsmakers, and hilarious interactions with the wide array of guests that visit the “Weekend Update” desk. Meyers studied and performed at ImprovOlympic before moving on to the Boom Chicago Theater in Amsterdam, Netherlands. His acclaimed show Pick-ups and Hiccups, with partner Jill Benjamin, toured Europe and eventually caught the eye of SNL. Meyers also lends his voice to Hulu’s animated superhero show The Awesomes, which he co-created with Mike Shoemaker. Meyers hosted the 2010 and 2011 ESPY Awards on ESPN and headlined the 2011 White House Correspondents’ Association Dinner to rave reviews. In 2011, Meyers won the Emmy for Outstanding Original Music and Lyrics for host Justin Timberlake’s musical monologue and has also garnered 10 additional Emmy nominations for his work as a writer in television.
Chairman & CEO
Hamid Moghadam is Chairman of the Board of Directors and CEO of Prologis. In 1983, Moghadam co-founded the company's predecessor, AMB Property Corporation, and led the company through its IPO in 1997 and merger with ProLogis in 2011. Moghadam is a trustee of the Urban Land Institute and a member of the executive committee of its board. In the past, he served as Chairman of the National Association of Real Estate Investment Trusts and the REITPAC. He is also a trustee of Stanford University and served previously as Chairman of Stanford Management Company. Moghadam received an MBA from the Stanford Graduate School of Business and a Bachelor and Master of Science in Engineering from Massachusetts Institute of Technology.
President - North America
SAP America, Inc.
Jennifer Morgan is President of SAP North America and is responsible for leading the business in the region, serving more than 89,000 customers in 25 industries across the United States and Canada. Previously, Jennifer was President of the Regulated Industries market unit for SAP U.S., which encompasses federal, state and local government, as well as the higher education, aerospace and defense, health care, and utilities industries. She has more than 20 years of experience in developing, selling and implementing enterprise-wide solutions for customers. Before joining SAP, she served in a variety of positions for Siebel Systems and Accenture. Jennifer is a graduate of James Madison University in Harrisonburg, Virginia.
Alan Murray is the editor of Fortune, overseeing the magazine, its conferences and its digital properties. Prior to assuming this post in August 2014, Murray was president of the Pew Research Center in Washington, D.C. He was previously at The Wall Street Journal, where he served as Deputy Managing Editor and Executive Editor, Online. Murray spent a decade as the Journal’s Washington Bureau Chief, during which the bureau won three Pulitzer Prizes; and he subsequently served as CNBC’s Washington Bureau Chief, co-hosting “Capital Report with Alan Murray and Gloria Borger.” At various times, he wrote the Journal’s weekly Business and Political Capital columns, and won numerous awards for his writing on economics and international issues. He is the author of four books, including The Wall Street Journal Essential Guide to Management, Revolt in the Boardroom, and Showdown at Gucci Gulch, coauthored with Jeffrey Birnbaum. Mr. Murray received a bachelor’s degree in English literature from the University of North Carolina, where he was a John Motley Morehead scholar. He earned a master’s degree in economics at the London School of Economics. In 2005, he completed the Stanford Executive Program. Mr. Murray lives in Greenwich, CT.
Chairman and CEO
Michael A. Mussallem has been Chairman and Chief Executive Officer of Edwards Lifesciences since 2000 when the company spun off from Baxter International. Mussallem held a variety of positions at Baxter from 1979 until 2000 with increasing responsibility in engineering, product development and general management. Mussallem serves on the boards and executive committees of the Advanced Medical Technology Association (AdvaMed) and the Healthcare Leadership Council. He is an advisory board member for the Leonard D. Schaeffer Center for Health Policy & Economics at the University of Southern California and a trustee of the UC Irvine Foundation. Mussallem received a bachelor’s degree in Chemical Engineering and an honorary doctorate degree from the Rose-Hulman Institute of Technology.
Bob Nardelli is the Founder of XLR-8, LLC, Investment & Advisory Company and a Senior Advisor for Cerberus Capital Management, L.P. Nardelli joined Cerberus Capital Management, L.P. as CEO of Cerberus Operations & Advisory Company, LLC in June 2009. Prior to joining Cerberus, he served as Chairman and Chief Executive Officer and as a member of the Board of Managers of Chrysler, LLC beginning in August 2007. From 2000 to 2007, Nardelli served as Chairman, President and CEO of The Home Depot. Nardelli began his career at GE in 1971, and advanced rapidly through a series of senior leadership positions. He chairs the Atlanta Board of Visitors of the Savannah College of Art and Design, and serves on the Board of Trustees, among others.
Founder & Vice Chairman
Stephen D. Neeleman, MD is Founder and Vice Chairman of HealthEquity. Steve founded HealthEquity in 2002 with the vision to repair the fractured relationship between patients and their physicians and help more people obtain quality health insurance by re-introducing consumerism to health care. Steve is also a practicing general and trauma surgeon for Intermountain Healthcare. Utah’s Governor, Gary Herbert, appointed Steve to serve as a board member of HIP Utah, Utah’s high-risk insurance pool. He also serves on the Council for Affordable Health Insurance HSA Working Group, and on America’s Health Insurance Plans’ HSA Leadership Council. Steve completed his undergraduate degree at Utah State University. He attended medical school at the University of Utah and completed surgical training at the University of Arizona.
Co-Founder and CEO
Xtreme Solutions, Inc.
Phyllis W. Newhouse is the CEO and Co-founder of Xtreme Solutions, Inc. Phyllis is a retired United States Army noncommissioned officer. She has worked tirelessly as an advocate for homeless veterans in Atlanta. She is a member of the National Association of Women Business Owners and the Women Presidents’ Organization. She has received numerous awards. She was recently selected as the 2014 Womenetics POW! Award recipient. She was a winner of EY Entrepreneurial Winning Women™ 2013. Phyllis currently serves on the Board of Directors for Girls Inc. and the Enterprising Women magazine Board of Advisors.
President and CEO
Varel International Energy Services
Jim Nixon is the President and CEO of Varel International Energy Services, the parent company of Varel International Oil & Gas, Varel International Mining & Industrial and Downhole Products. Nixon’s combination of engineering, technology and entrepreneurial skill, along with his extensive international business experience, helped lead Varel from being a small, low-end producer of drilling consumables into a global leader in drilling and completion technology, now 10 times larger in revenue and 20 times larger in enterprise value compared to 13 years ago. Nixon was a finalist for the EY Entrepreneur Of The Year 2010 National Manufacturing and Distribution Award.
Deborah Norville is the Anchor of Inside Edition, the country’s top-rated syndicated newsmagazine, seen by 4.69 million daily. Throughout her tenure as Anchor, the show has consistently ranked in the top 10 television shows in first-run syndication. Norville is a best-selling and prolific author. Her book Thank You Power was a New York Times best seller. She is also the author of The Power of Respect, Back on Track, two children’s books and Knit with Deborah Norville. A lifelong crafter and seamstress, Norville is behind the Deborah Norville Yarn Collection, a line of high-quality yarn for knit and crochet enthusiasts.
Partner, Ernst & Young LLP
EY Global Internal Audit Leader
Mike is the EY Global Internal Audit Leader and a partner of Ernst & Young LLP, where he leads the Internal Audit practice. Mike has served a diverse range of clients, from private equity start-ups to major Fortune 500 firms. He has also had significant interaction with executive management, audit committees and boards of directors at many of his clients, where he has been a frequent speaker and facilitator. Mike is a graduate of Canisius College (cum laude) and the Kellogg School of Management at Northwestern University.
CEO & President
Jim Osgood is CEO and President of Klean Kanteen, a global company that delivers healthy, high-quality goods that replace a lifetime of single-use items. From non-profit partnerships to responsible supply chain management, Klean is committed to environmental and social responsibility. In 2012, Klean became a certified B Corp by meeting rigorous standards of social and environmental performance, accountability and transparency. Klean donates 1% of gross sales to environmental organizations each year, now over $1 million. Since joining Klean in 2011, Jim and his team have nearly doubled sales and increased profits, proving that being responsible and purpose-driven is profitable.
Dominic transitioned three disruptive start-ups into some of the fastest-growing public technology companies with a market capitalization over $50 billion. Raising nearly $1.2 billion to diversify each company’s VC investor base, the capital provided fuel for each company’s high-growth potential, product innovation, international expansion and M&A opportunities. Dominic serves as the Vice President of Corporate Finance and Investor Relations for Pandora. Prior to Pandora, Dominic represented SuccessFactors and salesforce.com in similar roles over the last decade. Dominic graduated from the University of Notre Dame.
Ernst & Young LLP
Susan Parsons is a principal in Ernst & Young LLP’s Private Client Services practice and leads the team in the Georgia/Alabama area. Susan has over 25 years of experience building deep and lasting relationships with multiple generations of families and delivering the full range of family office services. Over the past 10 years, Susan led the Southeast region of a large multi-family office and oversaw the service delivery and client experience for 100+ families in a complex regulatory and economic environment. Susan has a Bachelor of Business Administration and Masters of Taxation from Georgia State University.
Vice President, Corporate Development
Robert Pemberton is currently Vice President of Corporate Development at IBM, responsible for strategy & investments, transaction execution and post-acquisition integration. IBM’s M&A emphasis is focused on the company’s strategic imperatives, which include Data Analytics, Cloud and Systems of Engagement. Corporate Development also supports bringing IBM innovation to market, such as IBM Watson. Robert’s previous roles include CFO for System & Technology Group, CFO for Europe and General Auditor. He holds a BS in Finance from Villanova University and an MBA from Duke University, and currently lives in New York with his wife, Kathleen, and three children.
Senior Advisor, EY Global Consumer Products & Retail
Jim Prevost is a Senior Advisor to EY’s Global Consumer Products & Retail team, with nearly 30 years of experience in the industry. He was previously Vice President of External Development at Mondelēz International. Prior to joining Mondēlz, Jim worked at Procter & Gamble for over 25 years in a variety of line finance and marketing roles, led investor relations and served as Vice President of Acquisitions & Divestitures. Jim began his career at General Electric. He holds a bachelor’s degree in Economics from Dartmouth College and an MBA from Harvard Business School.
Managing Director - Global Head of Equity Capital Markets
Brian M. Reilly is a managing director and Global Head of Equity Capital Markets at Barclays in New York. Mr. Reilly has over 20 years of experience executing over 100 capital markets and mergers and acquisitions transactions. Previously, he was Head of Asset Management within Investment Banking at Barclays and Head of the Communications, Media and Internet vertical within Equity Capital Markets at Lehman Brothers. He also worked as a corporate lawyer for Simpson Thacher & Bartlett in New York and as a clerk for a federal judge. Mr. Reilly earned his JD from Yale Law School and his BA from Yale University.
Carolyn Richardson Hursh
James Richardson & Sons, Limited
Carolyn Hursh is Chairman of James Richardson & Sons, Limited, a family-owned international corporation headquartered in Winnipeg, Canada, with interests in agriculture, oil and gas, financial services and real estate. The company was founded in 1857 by Carolyn’s great-great-grandfather, and Carolyn is a member of the fifth generation. A Director of the firm since 1991, and Chairman since 2000, Carolyn oversees Board, Shareholder and Family matters. Carolyn also serves as Director of Corus Entertainment Inc., as Chairman of the Max Bell Foundation and on two Advisory Boards. Carolyn lives in Calgary with her husband, Larry Hursh, QC; they have three grown children and one granddaughter.
Hall of Fame Center, two-time NBA Champion, and Founder, Admiral Capital Groups
During his 14-year career, David Robinson won two NBA titles and was named league MVP, Rookie of the Year and Defensive Player of the Year. He was also a 10-time All-Star, 10-time All-NBA selection and three-time Olympian. He was inducted into the Basketball Hall of Fame in 2009 and is a member of the NBA's 50 Greatest Players in NBA History. Robinson played for the 1996 US Olympic “Dream Team,” which won a gold medal at the Olympics in Atlanta and was the first player to play in three Olympic Games for the US Men's Basketball team. In Robinson's final season, 2003, he punctuated his career by winning his second NBA title. Robinson retired as the Spurs' all-time record holder in points, rebounds, steals and blocks. Along with his wife, Valerie, he created the David Robinson Foundation in 1992. Robinson also gave an $11 million commitment to the Carver Academy, a San Antonio school for students from culturally diverse communities, which opened in 2001. In 2003, NBA Commissioner David Stern announced that the NBA Community Assist award winners would receive the David Robinson plaque.
Southeast Region Private Client Services Leader
Ernst & Young LLP
Greg is an Ernst & Young LLP tax partner and the firm’s Private Client Services Southeast Region practice leader. He provides clients with holistic wealth planning which integrates Family Wealth Planning, Tax and Personal Financial Planning. Greg leads the Florida EY Entrepreneur Of The Year Program™ and is the firm’s media spokesperson for the EY Tax Guide. Greg works with high-net-worth families, family offices and closely held businesses and advises on private aircraft and yachts. He holds the PFS designation from the AICPA. He is a CPA, CFP and RIA Representative. Greg received his BA and MA in Accounting, with honors, from the University of Florida.
Founder & CEO
John Roulac is the founder and CEO of Nutiva, the fastest-growing superfoods company on the planet. A leading entrepreneur of the organic food movement, John has made it his life mission to revolutionize the way the world eats. In keeping with this mission, Nutiva has brought into the public awareness such superfoods as coconut, hemp, chia and red palm oil. John has founded five nonprofit ecological groups — including GMO Inside and the Nutiva Nourish Foundation, which donates 1% of Nutiva’s annual sales to sustainable agriculture and environmental programs. To date, the foundation has donated more than $2 million.
Andra M. Rush
Chairman and CEO
Rush Group Family of Companies
Andra M. Rush is the founder and Chairperson of the Rush Group Family of Companies, which includes Rush Trucking Corporation, Dakkota Integrated Systems and Detroit Manufacturing Systems. This consortium of manufacturing and logistics is one of the largest Native American-owned businesses in the US. Rush has received numerous accolades and serves on many national, state and community boards. She is an appointee to the United States Manufacturing Council. In January 2014, Rush attended the State of the Union Address as a guest of First Lady Michelle Obama. She was highlighted in the president’s speech as an example of business ingenuity.
President & CEO
Paul Segre is the President and Chief Executive Officer at Genesys. Since taking on this position in 2007, he has led the company to consistent yearly double-digit growth, including record revenues of more than $610 million in 2012. Paul joined Genesys in 2002 as Chief Technology Officer with responsibility for product management and engineering. From 2002 to 2011, Paul held a variety of executive management roles at Alcatel-Lucent, including President of the Applications Group, which included Genesys. He holds a bachelor's degree in Mathematics and a master's degree in Operations Research from Stanford University.
Julie Shifman is described by many as one of the happiest people they know. Julie tends to agree with them, which led her to wonder why. She found the answer in the study of positive psychology. As Julie says, until 20 years ago, happiness was the realm of poets and philosophers. In the last 20 years, happiness has become the subject of real science. Julie started her career as a ballet dancer, leaving ballet to go to law school. After a highly successful career as a lawyer, she reinvented again, founding her company, Act Three, and authoring her first book. She is a sought-after keynote speaker. Julie has a JD and a master’s in Tax Law from New York University.
Scott Skidmore is a Managing Director for the Industrial, Real Estate, Gaming & Lodging Equity Origination effort at Barclays. He has over 16 years of investment banking experience. Mr. Skidmore joined Barclays (formerly Lehman Brothers) in September 2007. Prior to joining Barclays, Mr. Skidmore spent approximately nine years in investment banking coverage and ECM at JPMorgan where he focused on the Industrial, Real Estate and Natural Resource sectors. He’s worked on a variety of equity, equity-linked, M&A and fixed income transactions for both public and private companies. Mr. Skidmore has completed well over 100 equity/equity-linked transactions in his career.
NFL’s All-Time Leading Rusher, three-time Super Bowl Champion, and President & CEO of Emmitt Smith Enterprises, Inc.
Respected entrepreneur, sought-after speaker, best-selling author and one of the most valuable personal brands in the sports-entertainment field — these are just a few of the ways to describe Emmitt Smith. As President and CEO of Emmitt Smith Enterprises, Inc., Smith leads a team of talented individuals who oversee the company’s many ventures. Smith’s vision for his companies is best summed up in Emmitt Smith Enterprise’s core purpose statement, “Building Bridges to Open Doors.” That means, quite literally, whether the company is building bridges via its construction arm or opening doors for the less fortunate through its many philanthropic endeavors, Emmitt Smith and his businesses have a passion for making a difference. Smith first rose to prominence via an illustrious football career, which included three Super Bowl championships as a member of the Dallas Cowboys and the honor of being the only player to have won a Super Bowl MVP, NFL MVP and NFL Rushing Crown in the same season. Inducted into the Pro Football Hall of Fame in 2010, Smith is the NFL’s all-time leading rusher, having amassed 18,355 yards during his 15 seasons.
Vice President Global Corporate Affairs
Johnson & Johnson
Michael Sneed is Vice President, Global Corporate Affairs for Johnson & Johnson and a member of the corporation’s Management Committee. In his role, he leads the corporation’s global marketing, communication, equity and philanthropy functions. Previous to this role, he was Company Group Chairman for Johnson & Johnson and a member of the Medical Devices & Diagnostics Group Operating Committee. Mr. Sneed holds a master’s degree in Business Administration from the Tuck School of Business at Dartmouth College and a Bachelor of Arts degree, cum laude, from Macalester College. Mr. Sneed is a member of the board of trustees at Macalester College and a member of the Executive Committee of the Board of Directors of Family Service Association. He also serves on the Executive Committee of the Ad Council.
Chairman and Chief Executive Officer
Randall Stephenson is Chairman and Chief Executive Officer of AT&T Inc., a position he has held since 2007. Since, AT&T has transformed its US wireless business with a best-in-class network and more than 100 million subscribers. AT&T has enhanced its enterprise capabilities, serving millions of business customers, including multinational companies on six continents, and its AT&T U-verse platform has 10.7 million subscribers. AT&T has also become a leader in new mobile and cloud-based services, including connected cars, wireless home automation and security, machine-to-machine connectity, and wireless business solutions. Mr. Stephenson began his career with Southwestern Bell Telephone in 1982, serving as the company’s Senior Executive Vice President and Chief Financial Officer from 2001 to 2004 and Chief Operating Officer from 2004 to 2007. He was appointed to AT&T’s Board of Directors in 2005. Mr. Stephenson is also the Chairman of the Business Roundtable, a member of the Board of Directors of Emerson Electric Co., a member of the PGA TOUR Policy Board, and a National Executive Board member of the Boy Scouts of America. Mr. Stephenson received a BS in Accounting from the University of Central Oklahoma and a Master of Accountancy from the University of Oklahoma.
Editorial & Research Director
Neil Stewart, Editorial & Research Director, is a New York-based editor and conference leader for both IR Magazine and its sister publication, Corporate Secretary. He is involved in the investor surveys behind the IR Magazine Awards worldwide as well as practice surveys of investor relations and governance professionals. Neil first joined IR Magazine in 1996 and helped found Corporate Secretary in 2002. He has chaired over 80 IR Magazine think tanks and conferences in North America, Europe, Asia, Africa and Australia.
Hannah Storm is currently the lead anchor for ESPN’s flagship show SportsCenter, and also reports for the network on the US Open and Wimbledon. She has also hosted the interview series Face to Face with Hannah Storm. Through her production company, Brainstormin’ Productions, Hannah executive produced the documentary Unmatched, which was part of the ESPN 30 for 30 anthology, and also executive produced the ESPN HERoics documentary Moving The Goal. Prior to ESPN, Hannah co-hosted The Early Show on CBS from 2002 to 2007, covering major news events, and also hosted shows for the award-winning CBS newsmagazine 48 Hours. Her national television presence began as the first female host of CNN Sports Tonight from 1989 to 1992. Storm became the first woman in American television history to act as solo host of a network’s sports package when she hosted NBC Major League Baseball games. Her hosting credits also include the Daytona 500, the Olympic Games, the NBA and the NFL, and she was the first play-by-play announcer for the WNBA in 1997. Hannah Storm is the author of two books: Notre Dame Inspirations and Go Girl!: Raising Healthy, Confident and Successful Daughters through Sports.
Robert “Bobby” Stover
Southwest Region Private Client Services Leader
Ernst & Young LLP
Bobby Stover is a partner at Ernst & Young LLP and the firm’s Southwest Regional Leader of its Personal Financial Services practice. Bobby is a member of the executive committee of the Americas Family Business Center of Excellence, and his primary focus is on advising family businesses, their owners and family members on how to grow and preserve their wealth while in turn dealing with the complex issues of business succession, governance, income tax and transfer tax. Bobby has 19 years of experience as a Certified Public Accountant in New Mexico and Texas and obtained his BBA in Accounting from the University of New Mexico Anderson School of Management.
Principal, Ernst & Young LLP
EY Americas Cybersecurity Leader
Bob Sydow is the EY Americas Cybersecurity Leader. He manages both the firm’s security advisory practice as well as the EY Americas Advanced Security Centers. In his role with Ernst & Young LLP, he advises clients on the assessment, architecture and transformation of their security capabilities. Bob has over 30 years of experience working with complex technology programs. He is a frequent speaker on advanced security topics and advises senior management and boards of directors on cyber-related topics.
Dot Foods, Inc.
John Tracy graduated from Colorado State University in 1979 with a bachelor’s degree in Business. He received an MBA from Memphis State University in 1985. John joined Dot Foods, Inc. in 1980 and has held several positions throughout the organization in sales, marketing and operations. He was named President in January 1997 and became Chief Executive Officer in 2006. Dot Foods is a national food distribution company that specializes in food and ingredient redistribution. The company operates nine distribution centers that service food distributors in all channels, including foodservice, retail, vending and convenience store.
Dr. Tererai Trent
Tinogona Foundation, Tererai Trent International
Dr. Tererai Trent is one of today’s most internationally recognized voices for quality education and women’s empowerment. A scholar, humanitarian, motivational speaker and educator, Dr. Trent has inspired millions how to dream with purpose. Born in rural Zimbabwe, Tererai dreamed of getting an education as a young girl. Undeterred by the traditional women’s role, she determinedly taught herself to read and write from her brother’s schoolbooks. Dr. Trent could not have imagined that her steadfast determination, hard work and belief in her dreams would eventually earn her multiple degrees and a prominent global platform with world leaders and international audiences where she now advocates for quality education for all.
Imagine Communications / GatesAir
Charlie Vogt is CEO of Imagine Communications and GatesAir, market leaders in media software, video infrastructure and over-the-air wireless solutions serving more than 3,000 broadcasters, multichannel video programming distributors and enterprise customers worldwide. Vogt previously served as CEO of GENBAND, a global leader in IP networking solutions. Vogt has spent his professional career executing visionary strategies resulting in unprecedented growth, which has been recognized with honors including The Wall Street Journal’s no. 1 privately-backed company in America, the EY Entrepreneur Of The Year™ Award, Global Telecoms’ Business Power 100 list and the Inc. 500 Fastest-Growing Companies list.
Kari Warberg Block
Founder & CEO
Kari Warberg Block, CEO, is a serial entrepreneur with a focus on growing ideas, products, companies and people through a sustainable approach. Her company, earthkind®, has the mission to “preserve the good and prevent the rest,” by providing proactive, natural alternatives to protect the spaces in which we live, work and play from pests and odors. Kari is a member of the EY Entrepreneurial Winning Women™ Class of 2012, and has since realized 300% growth for her retail CPG manufacturing company using a scalable, lean, mean and green business model to deliver triple-bottom-line results. earthkind® is a WBENC-certified Women Business Enterprise and an SBA-certified Women-Owned Small Business.
Mark A. Weinberger
EY Global Chairman & CEO
Mark Weinberger is the EY Global Chairman & CEO. Previously, he was the EY Global Vice-Chair – Tax. With 190,000 people in member firms in more than 150 countries, EY is one of the largest professional services organizations in the world. Mark was Assistant Secretary of the U.S. Treasury (Tax Policy) in the George W. Bush Administration and was appointed by President Clinton to serve on the U.S. Social Security Administration Advisory Board. Mark sits on the boards of Catalyst, The Tax Council and the Bullis School in Potomac, Maryland. He co-chairs the Russia Foreign Investment Advisory Council and is a member of the International Business Council for the World Economic Forum. Mark holds a BA from Emory University, an MBA and JD from Case Western Reserve University and an LLM from Georgetown University.
President and CEO
Beth Williams is President and CEO of Roxbury Technology Corporation, a remanufacturer and distributor of environmentally friendly toner and ink cartridges and eco-friendly office imaging products and solutions. Beth has developed a unique perspective on what it takes for small businesses with manufacturing operations in the US to survive and thrive. Her business contributions to create jobs in under-resourced communities, provide on-the-job training and boost manufacturing in Boston have been recognized locally and nationally through the years. 2011 awards include: WBENC’s Shining Star Award; the President’s Award from both GNEMSDC and the Urban League of Eastern Massachusetts; and, finally, the EY Entrepreneur Of The Year New England Social Entrepreneur Award.
Chairman and CEO
Archer Daniels Midland Company
Patricia A. Woertz is Chairman of the Board of Directors and Chief Executive Officer of Archer Daniels Midland Company (ADM). Since joining ADM, Woertz has led the company to record financial results while growing its sourcing, transportation and processing networks through select acquisitions, strategic capital investments, and a number of global joint ventures and partnerships. Woertz began her career as a Certified Public Accountant. She joined Gulf Oil Corporation in 1977. Following the merger of Gulf and Chevron in 1987, Woertz led international operations and a global work force as president of Chevron Canada and, later, Chevron International Oil Company. With the merger of Chevron and Texaco in 2001, she was named Executive Vice President in charge of the company’s global refining, marketing, lubricant, and supply and trading operations. Woertz serves on the board of directors of The Procter & Gamble Company and the US-China Business Council, and she chairs the US section of the US-Brazil CEO Forum. She is also a member of the International Business Council of the World Economic Forum and The Business Council. In 2010, she was appointed to the President’s Export Council by President Barack Obama.
Director Business Development
Sharon Wong is currently Director of Business Development at Cisco, running programs to accelerate innovation in the Development organization. She was most recently director of business incubation in the Emerging Technologies Group, starting and mentoring internal start-ups. She is passionate about innovation, having run the Cisco I-Prize global competition and I-Zone, the employee innovation portal. Sharon is a veteran of multiple start-ups including Kalpana (acquired by Cisco), VXtreme (acquired by Microsoft) and Isilon Systems (acquired by EMC), holding a variety of marketing and business development roles. Sharon holds a BS and MS in Mechanical Engineering and an MBA from Stanford University.
Chief Information Security Officer
As Chief Information Security Officer for Caterpillar Inc., Mike has global responsibility for Information Security and is currently leading the enterprise’s Information Security Transformation program to dramatically improve Caterpillar’s capability to protect, detect and respond to information security risks. Mike joined Caterpillar in 1988 and has performed many technical and leadership roles in Information Technology infrastructure and applications, including two assignments in Europe. Mike also has several years of leadership experience within both Internal Audit and Enterprise Risk Management. Mike holds a BS in Management Information Systems from Millikin University and an MBA from Bradley University.
Barry Zwarenstein has been CFO of six public companies, taking three public (Five9, VeriFone and Logitech) and played lead roles in the sale of two (SMART Modular Technologies to Silver Lake and Acuson to Siemens). Barry has been Five9’s CFO since January 2012. Since November 2007, he has served on the Board of Directors of Dealertrack Technologies, Inc., a provider of subscription-based software for the automotive retail industry. Barry holds a Bachelor of Commerce from the University of Natal, South Africa, and an MBA from the Wharton School of the University of Pennsylvania. He is qualified as a Chartered Accountant (South Africa).