Bill Baetz, PhD VP Leadership & Organizational Effectiveness Perceptyx, Inc.
Bill Baetz, Ph.D. is Vice President, Organizational Effectiveness Services for Perceptyx. Over his career, he has served in consulting, L&D, and line management capacities, including extensive experience in training, marketing, sales, engineering, R&D, and manufacturing roles for General Electric, Hewlett-Packard, and Eastman Kodak.
In his career, Dr. Baetz has supported many organizations in helping build their organizational development capabilities, including at Unilever, Amazon, Merck, BP, Wells Fargo, MetLife, McGraw-Hill, MetLife, KPMG, MasterCard, NASA, GE, UBS, Williams Energy, Crayola, BG Group, Carnival Cruise Lines, Bank One, Southern California Edison, NATO, the U.S. Air Force, and the U.S. Navy. He has extensive facilitation and training experience, working with groups in a variety of settings around the world (including in Europe, Asia, South America, Australia, New Zealand, and North America).
Dr. Baetz has also worked with a broad range of organizations globally to help accelerate their HR transformational efforts. He is a thought leader in this area, presenting and facilitating sessions on strategic HR and OD at numerous conferences (including the OD Network, OD Summit, SHRM, Talent & OD Institute, HR Management Institute, HR.com, and Corporate Learning & Talent Development Summit conferences). He has also taught executive MBA courses for the Universidad del Salvador in Argentina.
Bill holds a Ph.D. in Organizational Studies, a Master’s in Business Administration (MBA), and a Bachelor of Science in Engineering. He is also a Certified Co-active Professional Coach (CPCC) from Coaches Training Institute (CTI).
Kevin Nieman CLO First Horizon National Corporation
Kevin Nieman is the Chief Learning Officer for First Horizon National Corporation where he has served for over 15 years in both line and corporate positions. He has been in the banking industry for over 25 years and in education and training for over 35 years. During his time at First Horizon, the Learning Organization has been recognized consistently by Training Magazine as one of the top Training Organizations in the world.
Kevin is a gifted speaker, facilitator and coach with an uncommon ability to assist audiences in applying what they’ve learned to the real world and to their unique circumstances. His professional interests are focused on leading organizational change, particularly as it relates to defining, developing and sustaining the desired culture in a business to drive bottom line results.
Kevin is a native Memphian, graduated with a degree in Education from the University of Memphis, has been married for 33 years and has two children.
But, what you really need to know about Kevin is:
- His passion for his company, his love of learning and his vision to – “Ignite excellence in individual and team performance through learning that inspires execution.”
- His personal brand which is: “Helping individuals reach their full potential so they can make a positive difference in the lives of the people they serve.”
Lynn Schroeder VP of Client Relations CAEL
As Vice President of Client Relations, Lynn leads the corporate-facing sales, account management and delivery activities of the organization. Lynn first joined CAEL in 1997 and has held a number of varied positions within the organization. From 2009 – 2013, Lynn transitioned to serve as Vice President for Sales and Marketing at EdLink, LLC, a tuition management company jointly owned by CAEL and ACT, Inc. When EdLink was sold successfully by CAEL in 2013, Lynn returned to CAEL as VP of Client Relations, where she focuses on strategic growth and customer satisfaction for CAEL’s corporate clients. Lynn has more than 30 years of business leadership experience in sales and marketing, management and program delivery, client relations, communications, editing and publishing. Lynn earned her bachelor’s degree from the State University of New York at New Paltz and, like many adult learners, had attended multiple intensive training programs and graduate courses as she traveled across the country to pursue her career.
Rick Brandon President Brandon Partners
With 30 years of performance improvement experience, Dr. Rick Brandon delivers workshops and keynote presentations to thousands annually. He founded the globally respected training firm, BRANDON PARTNERS, through which 15 seasoned facilitators world-wide deliver "edu-taining" behavior change courses on ethical company politics, managerial motivation skills, and interpersonal skills for increased accountability. Dr. Brandon wrote the Wall Street Journal bestseller, SURVIVAL OF THE SAVVY (Simon & Schuster's Free Press) and is a distinguished faculty member for the Institute for Management Studies. Dr. Brandon also volunteers for non-profits, including Bugles Across America, playing TAPS at the funerals of war veterans.
Daniel Gandarilla VP & CLO Texas Health Resources
Daniel Gandarilla serves as Vice President and Chief Learning Officer (CLO) for Texas Health Resources. In this capacity he is responsible for the strategic oversight of leadership and management development initiatives, clinical and business education programs, and other education and training initiatives provided by Texas Health Resources University (THRU).
Daniel originally joined THRU in 2012 as the manager of strategic organizational development and was promoted to director of talent and team development later that year. He has been engaged in multiple strategic projects such as leading the Education Advancement Program, a set of initiatives aimed at increasing quality and access while decreasing duplication and variation of education content and processes throughout the system. Through this effort Daniel has centralized the instructional design, learning management system, and clinical education functions. He is on track to both improve efficiencies and quality while reducing costs by nearly $3.0 million dollars over two years. Providing leadership and integrating processes, he has helped grow the Texas Health Leadership Continuity and Growth Program, served on the High Reliability Education Implementation Committee, helped design and implement the Physician’s Lead! program, a best in class leadership development program for employed and affiliated physicians. He has also led an effort to create a new online career development portal for employees which allows for 24/7 access to tool and resources for all staff.
Daniel has more than 15 years of experience in learning and education and holds a bachelor’s degree in psychology and master’s degree in education from Stanford University, a master’s degree in business administration from Texas Christian University (TCU) and currently has all but his dissertation to complete his doctorate in educational leadership from TCU.
Daniel currently serves on the Board of Directors for the Tarrant Area Food Bank. In addition, he has served on the Hurst-Euless-Bedford Independent School District (ISD) Leadership Academy, and Arlington ISD and Arlington Chamber’s Champion Education Committee.
David DeFilippo Chief People & Learning Officer Suffolk Construction
David is the Chief Learning Officer for Suffolk Construction and is a member of the firm’s Management Committee. He was recently named the firm’s Chief People & Learning Officer. David leads the firm’s learning, leadership and organizational development strategy which is aimed at fostering Suffolk’s “Build Smart” approach in order to transform the construction experience by focusing on people and culture.
This includes enhancing Suffolk’s leadership, technical skill and career development capabilities for its growing workforce. David regularly speaks and writes about topics related to leadership development, executive coaching and learning and talent management and, as a result, has been recognized with several industry awards.
David joined Suffolk Construction from BNY Mellon where he established and led the corporate university for its more than 50,000 employees worldwide. Prior to that, he held similar roles at Capital One Financial and Comcast. David began his career 20+ years ago as a high school Spanish teacher and track coach.
David received his Bachelor’s degree from Union College, his M.A. from New York University and his Doctorate with distinction from the University of Pennsylvania. David is also a graduate of Georgetown University’s Leadership Coaching Program. He serves as a mentor to students in the Year Up Program and as a Member of the Corporation for the Perkins School for the Blind. David is also an adjunct faculty member at the University of Pennsylvania and an executive coach at Harvard Business School.
Herb Johnson Chief Diversity Officer Michelin North America
Herb Johnson was appointed Chief Diversity Officer for Michelin North America January 1, 2014.
He joined BFGoodrich Tires in 1977, holding a number of positions in research and development. In 1988 he transferred to the marketing department in the High Performance Tire and Motorsport division.
In 1990 Michelin purchased BFGoodrich, and in 1995 he relocated to Greenville, SC, Michelin’s North American headquarters. From 1996 to 2002 he was the North American director of Motorsport for the Michelin and BFGoodrich brands. In 2002 he took an assignment in Sales responsible for the independent dealer network. Prior to his current assignment he worked as director of Community Relations for 7 years.
He has served on the ETV Endowment Board, the Greenville Chamber of Commerce Board of Directors, the United Way of Greenville County, board chair of A Child’s Haven, as well as the boards of the Center for Developmental Services, Public Education Partners, the Children’s Museum of the Upstate, and SC Future Minds. He is also an advisory board member of the MedEx Academy and the United Way’s African American Leadership Council.
He is a proud Ohio State University Buckeye, and is married to the former Cheryl R. Jones, a Greenville County Schools Administrator. They have two daughters and four grandchildren.
Michelle Braden CLO & VP, Global Learning Excellence TELUS International
Michelle Braden is passionate about learning and development – and, about using her business-savvy and leadership expertise to look beyond typical adult learning strategies and towards innovative talent development approaches. She is laser-focused on enabling team members of TELUS International to grow as individuals and professionals in their careers, while delivering upon business goals and providing world-class customer service.
As Chief Learning Officer and Vice President of Global Learning Excellence for TELUS International, along with her globally-based team, Michelle has built an award-winning learning strategy, which has fundamentally changed how the organization builds and maintains a robust leadership pipeline to support its fast growth while providing team members with a comprehensive learning journey throughout their TI career. Her global team delivers upon the company’s vision providing the best overall employee experience for more than 25,000 team members serving Fortune 500 clients worldwide from centres in the United States, Canada, Europe, Central America and Asia.
With 25 years of successful management experience in and around leadership and talent development, instructional design/development, information technology and sales domains in companies that include Xerox and SAP, Michelle understands the impact that proficient and fulfilled employees have on engagement, attrition, and business performance. Her learning and development strategies have helped to maintain TELUS International’s overall employee engagement with an industry high of 81% and attrition that is 50% lower than most in the industry.
Michelle has a BA in Management/Communication with a minor in Information Technology along with an MBA with a Leadership specialty.
Marc Ramos Head of Education, Google Fiber, and Consumer Operations Training Google
Marc Ramos has been a leader in learning & development, talent and change management for more than 20 years with a focus on both corporate and K-12 teacher training. Most led global instructional design for Google's central People Operations function, and Enterprise EDU's professional development of teachers on how to use Google products to make teaching more efficient and effective. Currently he is leading training for Alphabet's Fiber initiative and Google's global Consumer Training team supporting 3 billion users.
Prior to Google Marc led Red Hat's worldwide sales training function, and had similar learning leadership roles with Oracle, Microsoft and Accenture.
Marc is a graduate from the University of California at Berkeley with a degree in film studies and lives with family in the San Francisco Bay Area.
Rob Ollander-Krane Senior Director, Organization Performance Effectiveness Gap Inc.
Rob Ollander-Krane is the Senior Director of Organization Performance Effectiveness at Gap Inc. Gap Inc. is comprised of 5 brands (Gap, Banana Republic, Old Navy, Athleta and Intermix) and employees 135,000 people in over 40 countries. Rob’s passion is performance. He has spent most of his career in Learning and Development, Talent Management and most recently Performance Management. His last two and a half years have been focused on reinventing Gap Inc.’s performance management process. As he describes it, ‘changing our process to focus more on performance and less on management’.
Randy Sabourin Co-President Practica Learning
Randy Sabourin is the Co-President of Practica Learning (formerly e-roleplay Inc.) and Co-founder of Anderson Sabourin Consulting Inc. (ASCI) . He assists organizations to sustain learning and development investments using a combination of scenario-based practice programs and behavioral awareness. His focus is on how individuals and teams perform under pressure. He combines a unique style of facilitation, coaching, and experiential learning to help reveal individual behavioral style and its effects on team dynamics. Randy has published several articles on Practicing Business Skills, Change, Business Improvisation and Training Sustainment; his Leadership Blog is widely read.
Sharon Claffey Kaliouby Head of Product Education State Street Global Advisors
As the Head of Global Product Education Sharon leads, develops and implements a global learning and development strategy. In this role she builds institutional and individual capabilities as related to products, asset classes and investment themes; aligned with SSGA targeting distribution channels. She also designs curriculum to increase the effectiveness of distribution and investment management professionals in delivering key products and solutions to clients, consultants and prospects. Most recently Sharon was awarded the Bronze in the Learning Performance Institute for best Onboarding Program of the Year.
Previously, Sharon was the Head of Sales Academy Learning Partners for Thomson Reuters. In her role, she ensured consistent learning and sales enablement delivery globally, she managed Learning Partners in Europe as well as Asia where they were the regional advocates and supporters of learning activities; together they worked closely to build and refine Thomson Reuters induction programs, role-based learning and development curricula.
In the past, Sharon ran market strategy for Intellum, a private LMS and collaboration software provider, after having served as technical advisor for a firm developing an eLearning suite of governance and security modules. Previously, she served as SVP for Enterprise Ireland in an international sales role that helped Irish ‘Learning Solution’ companies increase revenue, networks and business partnerships through which she launched the Irish Learning Alliance.
Sharon presents on learning topics at global industry conferences and facilitates discussions on innovation, globalization and women in learning. In 2007 Sharon received an 'Executive Certificate in Innovation and Strategy' from the MIT Sloan School of Management. Sharon was also a two-time member of the USFA National gold medal women’s sabre fencing team.
Suzanne Oliver SVP, Talent Development & Government Affairs Mountain America Credit Union
Suzanne Oliver is Senior Vice President of Talent Development & Governmental Affairs at Mountain America Credit Union. She and her team are responsible for employee and leadership development, professional and core skills programs, knowledge management, social learning, Mountain America University, and financial education training.
Ms. Oliver chaired the Executive Committee of the Credit Union National Association's HR/TD Council. She was named the HR/OD Professional of the Year by CUNA, and as one of 30 Women to Watch by Utah Business Magazine. Mountain America has been recognized for their excellence in employee development including multiple Training Magazine Top 125 awards, and was also named to the Top 10 in the 2017 Learning Elite.
Ms. Oliver received a B.S. from Westminster College and is a graduate of CUNA Management School.
Valerie Hope Lead Regional Director of Learning Hyatt Corporation
Valerie Hope is the Lead Regional Director of Learning for the Hyatt Corporation supporting hotel leaders all over North America, Latin America and the Caribbean. This role highlights her passion for facilitating learning by coaching leaders to think differently. This inherently engages her quest for developing wisdom through continuous self-development.
Valerie and her merry learning team have taken on the challenge of supporting leaders throughout the Americas as they transform themselves and the organization by aligning with Hyatt’s purpose “to care for people so they can be their best.”
After a series of serendipitous events that took her from the international leadership program, Up With People, to the field of workforce development at the Dallas Regional Chamber of Commerce, Valerie kicked off her Hyatt career. She describes that experience as a testament to the power of building a community network of like-minded people. In the 13 years Valerie has worked for Hyatt, she has evolved throughout the human resources function as a generalist, recruiter and trainer. In her current iteration, her work and a reliable brand of luggage has carried her to more than 89 different Hyatt properties in 11 countries.
Although Valerie is a native Spanish-speaker from Panama and loves Latin dancing, she claims Dallas as her home and has the cowboy boots to prove it!
Kerri Garbis President Ovation
President and co-founder of Ovation Communication, Kerri has trained hundreds of executives internationally on presentation skills, storytelling and emotional intelligence. Her enthusiasm, humor and energy inspire multiple repeat client engagements. McGraw-Hill has recently released Kerri’s first book, Presentation Skills for Managers.
Kerri is a Business Etiquette Expert, certified by The Emily Post Institute, and an Emotional Intelligence Expert, certified by Hay Group. She ensures that every Ovation consultant delivers the highest level of client-focused professional training. Company-wide dedication to this standard sets Ovation apart from the competition.
She has starred in productions of Evita, Singin’ In The Rain, The Lady With All the Answers (a one-woman play about Ann Landers), and most recently, I Loved, I Lost, I Made Spaghetti (another one-woman play) to name a few. You may also have seen her catching a pass from a New England Patriot, singing a Christmas carol or complaining of bloating in a television commercial. Kerri is a member of Actor’s Equity Association.
Erica Freedman Vice President, Talent & Organizational Development Day & Zimmermann
Erica Freedman is an outcome-oriented Organizational Development leader with a background in applied psychology. She has over 15 years of experience improving individual and organizational performance through building trust, fostering insight, promoting systemic thinking, and challenging the status quo.
Dr. Freedman has worked in a variety of industries including Energy, Construction, Financial, Manufacturing, and Service. In 2013, she became the leader of Talent and Organizational Development for Day & Zimmermann, a $2.5B Philadelphia-based family company with 25,000 employees that delivers a broad spectrum of industrial, defense and workforce solutions to commercial and government customers. Her work has focused on building change capabilities, organizational effectiveness, and leader development to promote change and growth.
Prior to Day & Zimmermann, Dr. Freedman was a Management & Organizational Development Specialist at Exelon Corporation, a $27B leading energy provider. She has also worked with Right Management Consultants. Throughout her career, she has been responsible for strategic development and implementation of enterprise-wide talent and organizational development solutions.
Dr. Freedman earned her Doctorate and Masters of Clinical Psychology from Nova Southeastern University and holds a Bachelor of Arts from Muhlenberg College. She is active in the Philadelphia Society of People and Strategy.
Mina Evans-Alston Program Manager, (CET)) Engineering Excellence Leadership Development Lockheed Martin Corporation
Mina Evans-Alston is the Program Manager for Lockheed Martin Corporation’s Corporate Engineering Technology & Operations (CETO) Engineering Excellence Leadership Development portfolio. The portfolio includes the Operations (OLDP) and Engineering (ELDP) Leadership Development Programs, the Advanced Technical Leadership Program (ATLP), and the Production Operations Leadership Institute (POLI). In this role, Mina is responsible for driving the strategy and vision for the corporate-wide programs to ensure the development of World-Class future leaders.
She previously served as the Business & Curriculum Integration Senior Lead for Lockheed Martin’s Operations & Program Management Organization. She was responsible for the business and curriculum integration of program management, production operations, subcontractor management, quality, operating excellence and global supply chain management. She has over 18 years of experience in the areas of business management, strategic planning, Lean Six Sigma, organizational management, and program management
Mina has also served as Program Manager for the corporate wide Master Black Belt Program. She also provided management oversight, leadership, career planning, and curriculum design and business strategy to the LM21 Operating Excellence community across Lockheed Martin and their respective business partners.
Prior to her current role, Mina played a key role in shaping the Green Belt, Black Belt and Master Black Belt strategy for Lockheed Martin as exemplified by her involvement in the development, management and execution of the Master Black Belt program. Mina is also a Master Black Belt, Lockheed Martin Certified Executive Coach and a leader in Change Management. She also provides coaching and mentoring to senior/middle level management across Lockheed Martin’s enterprise.
Mina holds degrees in Social Work and Sociology from the University of Maryland Baltimore County. In addition, she has completed numerous comprehensive external and Lockheed Martin management courses.
Andy George Co-Founder & CMO MentorcliQ
John Bruce President & COO Performex
As a Mechanical Engineer, John Bruce experienced firsthand the journey from technical professional to real leader. Throughout his career at Hitachi and Kimberly-Clark, John grew from individual contributor to corporate leader, and he developed a passion for coaching others along the way. From the early years developing production employees to recruiting and coaching engineers in the corporate headquarters to transforming the culture of his manufacturing facilities as plant manager, John was involved in leadership at every level.
In 2014, John joined Performex as President and Chief Operating Officer, following his passion for helping others become great leaders. Applying real-world experience from his own development path, John enjoys coaching, facilitating Performex® leadership programs, and speaking nationally on topics including Emotional Intelligence and communication.
Dick Richardson Partner & Co-Founder Experience to Lead
Dick is partner and co-founder of Experience to Lead. He’s responsible for the design and customization of our programs, as well as facilitation. As a surviving passenger from Flight 1549, he is also our Historian for the Brace for Impact Leadership Experience.
Dick has worked as a Program Director with The Conference Board for over five years designing and delivering experiential programs including the Apollo Program with NASA, Team USA in partnership with the USOC, and numerous battlefield programs. Dick was the Director of Executive Leadership Development for ITT and held a variety of leadership positions in learning at IBM.
He holds two patents for innovations in organizational learning. Dick’s international experience includes being the Manager of Management Development for IBM Asia based in Hong Kong and numerous other overseas assignments. He has been recognized with several industry awards in leadership development and learning.
Gabe Clevenger Senior Director of Client Relations CAEL
Gabriel focuses on strategic growth and customer satisfaction with corporate partners. Prior to joining CAEL, Gabriel spent over 12 years in higher education, primarily focusing on adult learning and workforce development. Most recently, Gabriel developed and led the corporate, association and government partnership team at Excelsior College as the National Director of Strategic Alliances.
Gabriel received his Bachelors in Business from Bryant & Stratton College and his MBA from Sage Graduate School of Management in Albany, New York. He is currently pursuing a Doctorate at Northeastern University, where his proposed area of research will focus on identifying correlations between competency based education programs and employee performance in the workplace
Ray Valenzuela VP, Strategic Services Caveo Learning
Ray Valenzuela is the VP of Strategic Services with Caveo Learning. Valenzuela has more than a decade of experience in enterprise learning strategy and performance support, specializing in business transformation and organizational excellence. Before joining Caveo, he spent 12 years on active duty in the U.S. Marine Corps, culminating in becoming the academics chief for the Combat Instructor School in the School of Infantry (West). A Lean Six Sigma Black Belt and PMP certified, Valenzuela holds a master’s in industrial and organizational psychology from the University of Phoenix and is currently pursuing a doctorate in organizational leadership. He is director of programs for the San Diego Chapter of the Association for Talent Development.
Cheryl Kern Director, Global Diversity and Inclusion Lockheed Martin
As a leader on Lockheed Martin’s Global Diversity & Inclusion team, Kern engages with the organization to advance diversity and inclusion in alignment with powering innovative solutions for Lockheed’s customers and driving business success.
Kern has extensive experience in the manufacturing, distribution and consumer packaged goods industries. Prior to her D&I roles, Cheryl held roles of increasing responsibility in sales, general management, supplier diversity and employee engagement for Xerox, International Paper, Amway and Johnson Controls. Her professional experience includes leadership responsibility for customers such as GM, Eaton, Dow Chemical and Ford. Kern has experience in launching new start up facilities and led minority business development joint venture strategies.
A native of Michigan, Kern has been recognized as a Top Diversity Executive in Corporate America by Black Enterprise, is a Champion of Diversity Award recipient, has been honored with the Diversity Salute Award and was named one of 10 Top Global Leaders in Diversity and Inclusion by Diversity Global Magazine. Kern is a published thought leader and has spoken on regional diversity issues in the Americas, Asia and Europe.
Kern earned a BBA in Marketing from Western Michigan University and has participated in executive leadership programs at Tuck’s School of Business and Cornell University.
Jim Myers VP of Sales, Southeast Fuel50
Jim Myers, Vice President of Sales at Fuel50 by Career Engagement Group, has over 25 years of experience partnering with companies to find ways to maximize the productivity of their people using talent technologies. He has engaged with large, complex, global organizations as well as smaller, regional companies and has spanned a variety of industries. After more than 15 years of helping enable value added projects in the areas of Performance, Succession Planning, Compensation Planning, Recruiting and Learning Management, today Jim’s focus is on ensuring employee engagement and retention are high through providing clear career paths for employees.
The Career Engagement Group are the creators of the innovative Fuel50 Career Management Cloud Technology that enables your employees to “own” their career journey and get a line of sight to career opportunities with their current employer. They also provide insights for managers to engage and motivate each and every employee, and enables HR to deliver a strategic, impactful career engagement initiative with ease and confidence.
Jayme Smithers VP, Revenue Thoughtexchange
Jayme is an innovative executive leader responsible for marketing, sales and customer success. He is particularly passionate about Thoughtexchange given his goals to drive high performance cultures and make a difference. The Thoughtexchange platform supports these goals by giving everyone a voice and creating empathy and agility to meet the demands of an ever changing world.
Prior to Thoughtexchange, Jayme was VP of Sales at Netsuite, Oracle and SAP successfully building, developing and scaling high performance teams by leveraging systems, processes and ensuring both the employee and customer were at the heart of any decision.
Outside of Thoughtexchange, Jayme enjoys the outdoors with his family and is active in philanthropic efforts and supports the Strachan Hartley Legacy Foundation www.shlf.ca where he is raising donations for local charities to make a difference in the lives of youth through sport and education.