Speakers

We have an exciting line-up of speakers set for the 2020 conference.

Alan Weiss, PhD, CPAE, FIMC

Keynote Speaker

Alan will be speaking about the New Consulting, and how we must be positioned as experts with a myriad of advising options. Question for participants: Why are some of your clients spending more on misting the plants in their offices than on you?

Alan Weiss is one of those rare people who can say he is a consultant, speaker, and author and mean it. His consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. He has served on the boards of directors of the Trinity Repertory Company, a Tony-Award-winning New England regional theater, Festival Ballet, and chaired the Newport International Film Festival.

His speaking typically includes 20 keynotes a year at major conferences, and he has been a visiting faculty member at Case Western Reserve University, Boston College, Tufts, St. John’s, the University of Illinois, the Institute of Management Studies, UC Berkeley, and the University of Georgia Graduate School of Business. He has held an appointment as adjunct professor in the Graduate School of Business at the University of Rhode Island where he taught courses on advanced management and consulting skills. He once held the record for selling out the highest priced workshop (on entrepreneurialism) in the then-21-year history of New York City’s Learning Annex. His Ph.D. is in psychology. He has served on the Board of Governors of Harvard University’s Center for Mental Health and the Media.

He is an inductee into the Professional Speaking Hall of Fame® and the concurrent recipient of the National Speakers Association Council of Peers Award of Excellence, representing the top 1% of professional speakers in the world. He has been named a Fellow of the Institute of Management Consultants, one of only two people in history holding both those designations.

His prolific publishing includes over 500 articles and 60 books, including his best-seller, Million Dollar Consulting (from McGraw-Hill). His newest is Threescore and More (Taylor and Francis). His books have been on the curricula at Villanova, Temple University, and the Wharton School of Business, and have been translated into 12 languages.

He is interviewed and quoted frequently in the media. His career has taken him to 60 countries and 49 states. (He is afraid to go to North Dakota.) Success Magazine  cited him in an editorial devoted to his work as “a worldwide expert in executive education.” The New York Post called him “one of the most highly regarded independent consultants in America.” He is the winner of the prestigious Axiem Award for Excellence in Audio Presentation.

He is the recipient of the Lifetime Achievement Award of the American Press Institute, the first-ever for a non-journalist, and one of only seven awarded in the 65-year history of the association. He holds an annual Thought Leadership Conference which draws world famous experts as speakers. In 2017 his featured speaker was Harvard Distinguished Professor Dan Gilbert, whose work on happiness has drawn over 15 million TED views.

Malcolm Gladwell

 

Malcolm Gladwell is a journalist, a speaker, and the author of five international bestsellers: The Tipping Point, Blink, Outliers, What the Dog Saw, and David and Goliath. He is also the co-founder of Pushkin Industries, an audio content company that produces the podcasts Revisionist History, which reconsiders things both overlooked and misunderstood, and Broken Record, where he, Rick Rubin, and Bruce Headlam interview musicians across a wide range of genres. Gladwell has been included in the TIME 100 Most Influential People list and touted as one of Foreign Policy‘s Top Global Thinkers. His latest book is Talking to Strangers.

Suzanne Bates

Keynote Speaker

Suzanne Bates is the CEO of Bates, a firm founded in 2000 with a mission today to help leaders influence the world.  The firm is distinguished in the field of leadership development for its groundbreaking research and practical approach to helping leaders make an impact.

The firm’s roster of senior executive clients is a who’s who of top global companies that turn to Bates for advice, consulting, executive coaching and expertise in the field of executive presence and communicative leadership.  In 2013, the firm researched, piloted and launched the first-ever research-based model of executive presence, and operationalized it in the scientifically validated assessment tool, the Bates ExPI™. The Bates Model of Executive Presence provides organizations with a rich, multi-dimensional  framework for measuring the way individual leaders influence and make an impact to drive business results.

Suzanne launched the firm in 2000 after a successful career as a television journalist in major markets including Boston, Philadelphia and Tampa-St. Petersburg.  In 2005 she published her first book, Speak Like a CEO: Secrets for Commanding Attention and Getting Results (McGraw Hill), which went to #6 on the bestseller charts on Amazon.com, and is now published in 7 languages including Chinese, Russian and Indonesian.  Suzanne has since published three other books with McGraw-Hill, including Motivate Like a CEO: Communicate Your Strategic Vision and Inspire People to Act!Discover Your CEO Brand: Secrets for Embracing and Maximizing Your Unique Value as a Leader, and her latest book All the Leader You Can Be: The Science of Achieving Extraordinary Executive Presence (2016). All the Leader You Can Be acknowledges the deeper-level facets that enable leaders to align, inspire, and move people to act. Suzanne has also published Thoughts for Tuesday, a compilation of personal leadership lessons from her popular blog with the same name.

Suzanne’s years as an on-air personality with major market television stations WBZ-TV Boston, WCAU-TV Philadelphia and WFLA-TV Tampa-St. Petersburg put her at the center of major news stories with the opportunity to interview thousands of political leaders, CEOs, business people, authors and celebrities.  She won an AP News Award and was part of a team that won the Columbia DuPont, the highest award in journalism. Today as a nationally recognized expert in business communications and leadership, Suzanne has appeared in hundreds of publications including the New York Times, Forbes Magazine, Business Week, Investors’ Business Daily, the New York Post,Wall St. Journal, and CNNMoney.com, and on countless television programs including the Today Show, Fox Business Morning, New England Cable News, CBS Radio, and more.

Suzanne pioneered a unique executive coaching program model focused on leadership and communication. Her book launched the popular leadership development program, Speak Like a CEO Boot Camp, and her firm’s new research on executive presence is the basis of a new leadership offering, the Executive Presence Mastery Program.

Suzanne has been an active member of many organizations. She is past President of the New England Chapter of the National Speakers Association, a past member of the Women’s Presidents Organization, past member of the board of the Girl Scouts of Eastern Mass, and past president of the Massachusetts Women’s Political Caucus.  She has earned the Pinnacle Award from the Boston Chamber of Commerce, The Exceptional Women Entrepreneurial Award, and the Alan Weiss Award for Excellence, among others.  Suzanne earned her B.S. in Journalism from the University of Illinois. She lives in Wellesley, Mass. with her husband and daughter. Follow Suzanne on Twitter: @CEOCoachBates

Deborah Lee James

Keynote Speaker

As the 23rd Secretary and the “CEO” of the male-dominated US Air Force (only the second woman to lead a US military service), Secretary Deborah Lee James commanded a force of 660,000 people and managed a $139 billion budget—larger than the GDP of more than 120 countries. In the midst of unprecedented political dysfunction in Washington, she faced down enormous challenges, including preparing military women and men to fight terror in the Middle East, combatting sexual assault in the military, and responding to a crisis in the nuclear enterprise.

In her book Aim High: Chart Your Course and Find Success (Simon & Schuster), Deborah James shares her personal and professional challenges, outcomes, strategies for success, and the problem-solving principles she used to overcome the daunting pressures, threats, and challenges that come with rising to the top of the US Armed Forces. As a supplement to her storytelling, Bain and Company, a top-tier management consulting firm, offers research and statistics that prove James’ insights have widespread impact.

Steve Pemberton

Keynote Speaker

Steve Pemberton joined Workhuman in December of 2017 as chief human resources officer (CHRO) and works with HR leaders and senior management executives worldwide to help build workplaces where every employee feels recognized, respected, and appreciated for who they are and what they do. He champions and promotes the Workhuman movement to inspire HR leaders to embrace more humanity and foster a sense of purpose in the workplace. And, Steve is focused on building upon Workhuman’s award-winning culture, where the company has set a new industry standard through its power usage of recognition and positivity.

Prior to joining Workhuman, Steve served in senior Human Resources roles at Walgreens Boots Alliance and Monster.com transforming the people practices of both companies. In 2015, he was appointed by United States Secretary of Labor Thomas Perez to serve on the Advisory Committee for the Competitive Integrated Employment of People with Disabilities.

A passionate human rights champion, Steve has made equality, access and opportunity the foundation of his personal and professional life. Author of the USA Today best-selling memoir, “A Chance in the World,” Steve chronicled his childhood journey as a bi-racial ward of the state and his decades-long quest to find his biological family. His tireless advocacy for the disenfranchised has earned him numerous accolades, including honorary doctorates from Boston College, Providence College, and Winston-Salem State University as well as the prestigious Horizon Award by the U.S. Congress, presented to private sector individuals who have expanded opportunities for all Americans through their own personal contributions, and whose grit and resilience have set exceptional examples for young people. He is a Triple Eagle graduate of Boston College and serves on several nonprofit boards, including UCAN and Disability:IN, Boys Hope, Girls Hope in addition to his own A Chance in the World Foundation, the non-profit he founded to help young leaders aging out of the foster care system.

Judy Carter

Keynote Speaker

At an early age, Judy Carter discovered that the messes in her life were great comedy material.  Turning problems into punch lines, she became one of America’s top stand-up comics performing and teaching comedy internationally. Her students include Seth Rogan, Maz Jobrani, and Hannah Gadsby. 

As an author, Judy doesn’t like to brag, but she did write the Bible. No joke, she’s the author of The New Comedy Bible which rose to the #1 book on comedy on Amazon and is the go-to book for anyone launching a career in comedy. Her other book, The Message of You, has become wildly popular as a how to guide to becoming a professional speaker. Currently, Judy speaks internationally on how to discover one’s essential life message and use it to transform lives. Her work has been featured in the NY TimesThe Wall Street Journal, and on CNN. Her online site, TheMessageofYou.com trains speakers to become her competition.

Scott Love

Panelist: Make More Rain in 2020 and Beyond!

Scott Love is the host of “The Rainmaking Podcast.” Scott has authored three books and produced hundreds of video training courses. He helps law firm partners mitigate risk and maximize their potential when transitioning from one firm to another. He has been quoted in the Wall Street Journal, Forbes, Huffington Post, Selling Power Magazine, Above The Law, and dozens of business publications around the globe. Scott is a member of National Speakers Association, a stand-up comic, and graduate of the United States Naval Academy.

Linda Popky

Panelist: Make More Rain in 2020 and Beyond!

Linda Popky, an award-winning Silicon Valley-based marketing expert, is founder and president of Leverage2Market Associates, which helps organizations and individuals get heard above the noise. Her clients include startups, small businesses mid-sized companies and large Fortune 500 enterprises. Named one of Silicon Valley’s Top 100 Women of Influence and to the Alan Weiss Million Dollar Consulting® Hall of Fame, She  is executive director of the Society for the Advancement of Consulting and past president of Women in Consulting. She’s the author of Marketing Above the Noise: Achieve Strategic Advantage with Marketing that Matters, and she helps authors create more compelling self-published and commercially published books.

Mike Smart

Panelist: Make More Rain in 2020 and Beyond!

Mike Smart, the founder of the Silicon Valley consulting firm Egress Solutions, brings more than 25 years of high technology industry experience in a variety of leadership roles to the business. He has completed successful engagements with technology companies such as NetApp, Sage, VMware, BigMachines, K1 Capital, Vista Equity Partners, P2 Energy Solutions and Identive. He has served in leadership and executive roles with a variety of companies including Pragmatic Marketing, Nsite (now SAP), Go-Remote (now iPass), and Tandem Computers (now HP) as a senior executive.

Lisa Apolinski

Panelist: Make More Rain in 2020 and Beyond!

Lisa Apolinski is the CEO of 3 Dog Write Inc., a full-service digital consulting agency she founded in 2012. She works with businesses who want to accelerate revenue and take market share using digital means. As a speaker, she teaches business leaders how to affect sales growth with their digital content strategy. In the last eight years, she has helped her clients create nearly $1 billion in revenue growth. Her first book, Weathering the Digital Storm, has been used by businesses around the world to fortify their digital growth strategies in unpredictable times. Because of her thought leadership on digital engagement, she has been dubbed “America’s Digital Content Futurist.”

Henry DeVries

Moderator: Make More Rain in 2020 and Beyond!

Henry DeVries writes a business development column for Forbes.com. He is CEO of Indie Books International, has ghostwritten or edited more than 300 business books, including his #1 bestseller, How To Close A Deal Like Warren Buffett. In his book and presentations, titled “Persuade With A Story,” he shows how to uncover hidden asset hero stories that communicate trustworthiness in two minutes or less. He earned his MBA from San Diego State and a certificate in Leading Professional Service Firms from the Harvard Business School. He is the founder of the Marketing With A Book Summits.

Ellen Grace Henson

Panelist: Make More Rain in 2020 and Beyond!

Ellen Grace Henson is managing director and founder of Marketing Mechanics and past president of Women in Consulting. She has been working in product management since the mid-’90s and consulting for 15 years. A thought leader with experience across multiple markets and technologies, Ellen Grace brings a unique combination of analysis and creativity to business and product strategy, market and customer insight, product-delivery process design, and aligning cross-functional teams to deliver high levels of customer satisfaction and strong business results.

Dr. Gregory Thomas, CMC, PMP, CPA

Panelist: Consulting While Black

Dr. Thomas is a global cat-herder and organizational problem-solver.

He specializes in rescuing (turnaround) damaged business relationships with proven conflict resolution techniques, crisis management, project/program management methodologies, as well as fundamental principles of systems thinking and organizational psychology.

Dr. Thomas has successfully resolved crises and deployed high-profile projects and programs with Fortune 100 and middle-market clients in over sixty-five countries on five continents.

This is in addition to his public-sector crisis management and strategic consulting engagements for well-known United States federal, state, and local government agencies; e.g. as follows:

  • The White House – provided consulting services to multiple sitting presidents;
  • U.S. Senate;
  • National Security Agency;
  • Central Intelligence Agency;
  • Department of Defense;
  • The Pentagon;
  • Federal Bureau of Investigation/FBI;
  • Department of Homeland Security;
  • Department of Justice;
  • Department of Health & Human Services;
  • Department of Education

Gregory has previously spent several years serving as the president of a commission in the office of the mayor for one of America’s top three largest cities, he is a United States Senate Commissioner, and he holds an honorary lifetime appointment as a state legislative commissioner for one of America’s top three largest states.

He holds a B.S. in Accounting, an MBA, an MD in Neuropsychiatry, and a Doctorate in Organizational Psychology– all degrees earned with honors and other distinctions.

He also maintains professional certifications as a Project Management Professional (PMP) – issued by the Project Management Institute. He is a Certified Management Consultant (CMC) – issued by the Institute of Management Consulting. He earned his CPA license at KPMG in the Mergers & Acquisition practice.

His global consulting firm, www.roostech.com, was recently awarded a multi-year multi-million dollar classified federal government contract focused on the provision of fraud detection & advanced project and program management consulting services.

Dr. Nadine Wheat

Panelist: Consulting While Black

Nadine C. Wheat, Ph.D., MBA is currently the Director of the Masters of Science in Organizational Leadership and Undergraduate Business departments of Union Institute and University. Dr. Wheat was the Department Chair of a Graduate Business department of a University, where she helped countless students continue their studies and finish their dissertations. Dr. Wheat loves to help people whenever she can; she is champion of education and higher learning. Dr. Wheat has over 20 years of business and management experience working for a Fortune 500 Corporation. Dr. Wheat is an Industrial Organizational Psychologist and uses psychological principles and research methods to solve problems in the workplace and improve the quality of life. She has a passion for and specializes in diversity and inclusion, leadership, management, organizational behavior and employee work styles.

Dr. Wheat has a MBA in Management and Accounting and a Ph.D in Industrial Organizational Psychology. She is an organizational psychologist, trainer, consultant, speaker, mentor and college professor, and is an author. She co-authored a book regarding women in the workplace called, She Crabs in a Barrel.

Dr. Claudia Barnett

Panelist: Consulting While Black

Dr. Claudia Barnett is a Performance Improvement Technologist. A seasoned Consulting professional in Adult Learning theory, Dr. Barnett, understands the nuances along with the challenges that organizations and individuals face as they seek ways to increase their performance. An on-purpose Strategist, Dr. Barnett works closely with individuals in organizations to determine the performance gap and apply specific strategies to achieve the next level.

Dr. Barnett holds a Ph.D., in Training and Performance Improvement from Capella University, Certification in the area of Diversity and Inclusion from Cornell University, a Master’s Degree in Industrial Organizational Developmental Psychology and Human Behavior from Kean University, along with a Bachelor’s of Arts Degree in Psychology from Lehman College.

Dr. Barnett was trained in Performance Improvement and Change Management for organizations that were undergoing major transitions. As a passion, Dr. Barnett has focused on the Psychology of an organization along with the techniques needed for improved performance. Dr Barnett’s cumulative skills allows her to pinpoint the immediate concerns of the organization that she is assisting as they transition to their positive goals.

As an Author, Mentor and Performance Technologist, Dr. Barnett has written articles for the Chapel Hills News and Views (2003-2006) the former American Society for Training and Development (ASTD) Black Enterprise.com, The Bridge Magazine (2017) and Emerge Women Magazine (2018), to name a few. As a Conference Organizer and Radio Host for numerous years, Dr. Barnett has used her platform to encourage Small Business individuals increase their performance by creating opportunities for advancement. Her diverse skills are an asset to any organization that is ready to make a positive change for growth, development, and increased moral.

Carole Copeland Thomas

Panelist: Consulting While Black

Carole Copeland Thomas has been impacting the world in a significant way for over thirty-two years. Captivating audiences around the world since starting her business in 1987, Carole creates community as an internationally-recognized keynote speaker, thought leader, and cultural collaborator. She has spoken in nearly every state in the US and seven other countries, including England, Kenya, India, El Salvador, and Australia.

Carole recently presented her signature message on “Facing Fear” at the TEDx Waltham event in Waltham, Massachusetts. The speech is available to view on the TEDx Channel on YouTube.

Carole served as an adjunct faculty member for Bentley University for a decade. She co-founded a non-profit international organization with nine other women as a result of a 2005 trip to Kenya. The group returned to Kenya in November 2007 for humanitarian projects and to host their first International Conference in Mombasa, Kenya. Her current humanitarian activities are focused on Southern India, aiding women and children in the region.

Carole is the founder of the Multicultural Symposium Series, a multiyear events initiative and online campaign developed for the advancement of multicultural issues. Carole is an active blogger and social media enthusiast using various technology platforms to enhance her business development activities.

Carole graduated with honors in 1975 from Emory University. She entered graduate school in 1983 (on a Martin Luther King, Jr. academic fellowship), and received her MBA degree from Northeastern University in Boston.

She received her Certified Diversity Meeting Professional Designation, CDMP, from the International Association of Hispanic Meeting Professionals in 2011. Her most recent designation was awarded in 2015: Certified International Tour Manager, CITM, from the International Guide Academy. She tied as the top student of her graduating class.

Dr. Lloyd C Williams

ModeratorConsulting While Black

Dr. Williams, an organizational-clinical psychological consultant, has consulted with over 200 organizations worldwide in Fortune 100, 500 and Non-Profits as well, universities and international organizations and provides executive coaching services to individuals and teams. His work  involves organizations in all sectors and leaders from around the world, and also provides clinical psychological consultation and intervention services.

Dr. William’s clinical work significantly focuses on marginalized populations, dissociative disordered clients, personality disordered clients and psychological assessments, especially persons of Color and different cultures. His organizational work involves issues of change management, human resource system development, organizational behavioral development and change, executive leadership development, start-up and restructure development, gap reduction and skill closure from what is required versus what exists within organizations.

He is a Certified Professional Consultant to Management from the Institute of Management Consulting and a Registered Organizational Development Professional with the International Registry of Organizational Development Professionals, a registered member of the American Counseling Association and a certified Coach.

Susan Schwartz

Panelist: Meet the Virtual Experts

Susan Schwartz, PMP, equips subject experts with tools to hone communications, relationship building, and people management skills that will enable them to become world-class leaders. Her toolbox combines Emotional Intelligence, Lego Serious Play, and knowledge sharing.

Michael Egan

Panelist: Meet the Virtual Experts

Michael Egan Ph.D., CMC® is Senior Vice President with The Dallas Marketing Group, an award-winning marketing consultancy. Dr. Egan has more than 30 years’ experience launching and establishing new markets for products and businesses. He has helped companies in a broad range of categories capture new markets and introduce new services or products. These include Veterinary Medicine (Pfizer), Medical Devices (CT, MRI), Technology (Texas Instruments, McAfee, Rockwall Collins), Healthcare (Texas Health Resources, Baylor Healthcare System, Johnson & Johnson) and many others.

With broad experience in marketing, strategic planning, market research, consulting, sales, operations and product development, Dr. Egan is adept with both qualitative as well as quantitative market research, he harnesses his experience in launching and establishing new markets for businesses and products to move his clients businesses ahead. Prior to joining the Dallas Marketing Group, he was deeply involved with several emerging technologies – CT, MRI, Digital subtraction angiography and computer controlled cancer therapy – that have permanently changed healthcare delivery.

A CMC, he now serves on the IMC USA Board of Directors. Prior to launching his business career, Dr. Egan spent over a decade in the academic community serving on the faculties of Princeton University, the University of Texas at Austin and Lawrence University. He has published two textbooks and several peer reviewed scientific articles. For more visit www.DallasMarketingGroup.com.

Joyce Gioia

Panelist: Meet the Virtual Experts

Joyce Gioia, MBA, CMC, CSP, CVP was recently named one of the top 50 women futurists in the world. Joyce Gioia is a world-class award-winning consultant and speaker whose Herman Trend Alert is read weekly by almost 30,000 people in three languages in 90 countries. Frequently quoted in the national media such as Time Magazine and Industry Week, Joyce has consulted and spoken on seven continents and in 47 states and served such clients as SAP, American Honda, Procter and Gamble, Marriott Hotels, and MetLife. She specializes in low- and no-cost ideas which can be implemented right away to drive bottom-line profit.

Roberta Guise

Panelist: Meet the Virtual Experts

Roberta Guise is a trusted advisor and speaker on personal branding, reputation and strategic marketing to professionals, executives and small business CEOs who want to grow their influence and standing as an authority in their field. She founded a nonprofit to close the gender gap in technology and is a San Francisco delegate and speaker at UN Women. Currently developing a multi-module online course under her new brand Rock your Reputation™, she’s in the process of writing a book on personal branding and reputation.

Margaret Chock

Panelist: Meet the Virtual Experts

Margaret Chock, CMC, is a Computer Science PhD and author of the new book IT Management for Little Companies which distills lessons learned from her own practice and from decades of work with both very large and very small organizations whom she helps avoid major problems so they might enjoy the benefits of technology for managing their own practices or organizations. Visit Margaret’s website: https://www.mibchock.com/

Angela Dingle

Panelist: Meet the Virtual Experts

Angela Dingle is President and CEO of Ex Nihilo, a management and technology consultancy
specializing in IT governance, cyber security, management consulting, and leadership
development. An award-winning business owner, she brings to bear over 25 years of
experience consulting in the public and private sector where she has managed over $40 million
dollars in contract engagements. Angela has served as a featured guest on Federal News
Radio’s Women in Government Series, the Woman Behind the Business radio talk show and as
a contributing author for Washington Technology Magazine.

Angela is the Chairman of the Board for Women Impacting Public Policy (WIPP) and is a
member of the Institute for Management Consultants (IMC USA), ISACA and Delta Sigma Theta Sorority, Inc. She holds a Master of Science in Management Information Systems from Bowie State University, Bowie, MD, a Bachelor of Science in Computer Science from DeVry University, Columbus, OH. She is a Certified Management Consultant (CMC), is Certified in the Governance of Information Technology (CGEIT), and a Certified Myers Briggs Type Indicator (MBTI) Practitioner. Angela is the author of Discovering Your Girl Powers: 10 Strategies to Build Confidence, Charisma and Credibility.

Lois Ritarossi

Panelist: Meet the Virtual Experts

Lois Ritarossi is the President of High Rock Strategies, an independent management
consulting firm focused on sales and marketing strategies, and business growth for firms in
the print, mail and communication sectors. Lois brings her clients a cross functional skill set
and strategic thinking, with disciplines in business strategy, sales process, sales training,
marketing, software implementation, inkjet transformation and workflow optimization.

Lois has enabled clients to successfully launch new products and services with integrated
sales and marketing strategies. She has enabled sales teams to effectively win new
business by adopting consultative selling skills and a focus on positioning the value of their
services. She consistently receives high marks as a speaker and facilitator for her style,
delivery, and content expertise. Lois has delivered customized sales training to over 1000
salespeople selling print services and solutions in the US, Canada and Europe. Lois has
facilitated business development workshops in over 13 countries in Central and Latin
America, China and Russia.

Previously, Lois was Chief Operating Officer and Executive Vice President of Sales and
Marketing at a boutique global consulting firm providing business development services and
sales and marketing strategies to print providers and organizations to increase profitability.
Lois defined strategy for the client engagement process, and she managed a team of
consultants to enable client solutions, providing training, analysis and strategies for growth
and change.

Lois was a principal at Fluent Technologies, a database management company serving the
financial services industry. She was responsible for directing sales and client services. She
managed all aspects of company growth including new business development, hiring,
training, product development, sales, operations, and client implementations. Some of her
clients included Fidelity Investments, MetLife, Fleet Bank, and Iron Mountain.

Lois previously managed large mutual fund and insurance client relationships at DST
Output, a transaction print service bureau. Earlier in her career Lois held management roles
in sales, operations, client services and fulfillment in direct marketing and at, American
Express and The Boston Company.

Lois holds a B.S. in communications from Syracuse University. Lois is regular contributor to
industry publications Printing Impressions, Inkjet Insights and colorkarma.

I always take away a number of actionable nuggets from each IMC USA Conference. Considering the awesome selection of presenters at the 2016 IMC USA Conference, I expect it will be a virtual gold mine of actionable ideas.
Don Matheson

Chair & CEO, Institute of Management Consultants

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