Kathy has primary responsibly for leading organizational change, overseeing GMCR’s principles-based inclusive culture, employee communications and organizational development. Previously, she held several executive HR/OD roles including Senior Vice President of Human Resources at Webster Bank, Vice President of Human Resources at Bombardier Capital and Training Consultant for Mutual of Omaha. Kathy has over 25 years of experience in the Organizational Development and Human Resources field, focusing on positive organizational change and individual excellence as a key driver of business success. Kathy holds an M.S. in human resources from the University of New Haven and has completed additional graduate work in Counseling from the University of Nebraska. She holds a certificate in Appreciative Inquiry from Case Western Reserve University. Kathy also serves on the Advisory Board of Vermont Business Center at the University of Vermont.

Mr. Goodwin is Executive Vice President, Chief Operating Officer of Pioneer Investment Management USA Inc. He oversees investment operations, finance, facilities, procurement, risk management, transfer agency, fund administration, technology and business acquisition activities. Prior to becoming COO, Mr. Goodwin was Chief Financial Officer & Treasurer of PIM USA (and its predecessor, Pioneer Group, Inc.). He has been with the firm since 1997.

Prior to joining Pioneer, Mr. Goodwin held a variety of senior financial and operational management positions at Putnam Investments, the MITRE Corporation, and Ernst & Young.

Mr. Goodwin received his B.S., summa cum laude, from Merrimack College and his M.B.A. from Bentley University. He currently serves on the board of trustees of the Lake Wicwas Association (a non-profit nature conservancy) and has served as Treasurer of the Bazzoni Onlus (a charitable foundation). He holds a Series 27 license from the Financial Industry Regulatory Authority and is a Certified Public Accountant.

Jeremiah Johnston is chief operating officer & general counsel at Sedo, the largest online marketplace for buying and selling domain names and websites. Johnston began his career with Sedo in 2004 as general counsel, helping the company keep a step ahead of the domain industry's ever-changing legal landscape. Now serving in the joint role of general counsel and chief operating officer, Johnston oversees a variety of responsibilities for Sedo and helps lead its push into the North American market. Johnston represents Sedo as a founding member of the Internet Commerce Association (ICA) and sits on the Board of Directors in the role of association president, helping to shape the future of domain names in the political space. With more than nine years of experience leading internet-related companies and an academic background that focused on global intellectual property, Johnston has helped Sedo identify opportunities and risks while always keeping an eye on the horizon. Johnston holds a BS in Mass Communication from the University of Utah (USA) and a Juris Doctor degree from the Suffolk University School of Law (USA) where he completed a concentration with distinction in international law and intellectual property while taking time to study in Sweden and serving as the managing editor of the Journal of High Technology Law.

Bio coming soon...

Jonathan Greenberg is a Business Intelligence Manager with extensive experience and expertise establishing reliable, sustainable, and scalable BI platforms, services, and application development practices that result in lower cost of management, lower cost of maintenance, and faster time to delivery of BI solutions. Jonathan published a featured article on Business Intelligence best practice in DM Review Online and DM Direct E-Newsletter, March 2006. He has also appeared several times as a guess speaker at various conferences and events.

Monique Newsom currently works in the Continuous Improvement Department where she coordinated and co-lead global team that implemented a Global Scorecard for a $3 billion dollar business unit. Monique accompanies the Proposal Team to yellow pad sessions to introduce GWS’ Continuous Improvement, Process Improvement, Best Business Practice Workshop and the Global Performance Scorecard System. Trains on Continuous Improvement initiatives and assists with strategies for account success. Design process flow charts and procedure manuals to achieve process standardization and efficiencies for the BE business unit.

Anji has her Master Degree from the University of Louisville. She is a service-driven individual with over 15 years of demonstrated success in implementing technical projects and managing staff members in diverse corporate environments. Also, she has over eight years experience in the healthcare industry in project management and quality process improvement roles. Angi is an innovative, strategic and tactical leader with expertise in evidence-based clinical measures and outcomes. Anji specializes in Electronic Medical Record (EMR) implementation; Quality process improvement (Six Sigma methodology); Patient throughput, Billing practices and Managed care claims adjudication.

Mr. Weisberg has 25+years business & technology planning experience, consulting to senior executives; business/technology alignment; ROI from technology investments; strategy execution; change management. Developed Balanced Scorecard at Nolan,Norton & implemented performance management in dozens of companies. Clients: Fortune 500 & mid-sized organizations & start-ups; cross industry & international experience. Experience with transitions: regulation/deregulation, privatization or merger/acquisition. Fellow: Suffolk University Center for Innovation & Change Leadership

Teaching Strategic Management @Sawyer Business School - Digital Disruption of Publishing Industry

Previous: #Founder/President of Lumen, Inc. - Mgmt Consulting -Performance Management (Balanced Scorecard), IT Strategy, IT Governance, BPR; # Global Leader of Performance Management Practice at HP; # President and CEO of BayPar.com - supply chain, incl Outsourced Development in India; # Principal & Led Telecommunications Practice of Symmetrix; # Director of Global High Performance Organization Practice -Arthur D. Little, Inc., # Founder & Managing Director Nolan, Norton & Co/KPMG Australia & Asia & Sr.Manager in USA; # Dir. Strategic Planning -Motorola; # AT&T marketing, wrote AT&T Divestiture.


Tanya Donnelly is the Director of Global Process Management at American Power Conversion Company. Here she coaches a staff of systems analysts, application developers, process analysts, and business analysts. Her role is to lead global projects that align the company's strategy and business requirements to support end customer needs, while working along side many areas of the business to solve real customer problems. Tanya has also developed training programs to support education on how to use business processes and IT tools.

Mr. Rafter is a pioneering business & technology executive, having led global business integration teams across a wide range of industries to improve organizational capability and transform relationships. With a business focused approach, he leads corporate enterprises by aligning the business and technology organizations through strategic thinking, program management, architecture, and influential leadership. Mr. Rafter has increased business and IT results while reducing budgets by double digit percentages.

Mr. Rafter’s experience includes the Marketing & Advertising, Telecommunications, Government, Pharmaceutical, Financial Services, Retail, Higher Education, and Automotive industries. For a multi-billion dollar global system integration, consulting, and outsourcing firm, he led strategic integration efforts, turned around troubled projects, and spearheaded global organizational change efforts. He attributes much of his success to the ability to operate at the speed of change, build meaningful relationships and translate business challenges into complete solutions with speed to delivery.

Mr. Rafter currently leads the corporate transformation efforts for Yellowbook, a $1.75B marketing and advertising company whose goal is to provide people with the most complete source of local buying information through digital and classic media formats. He currently works with Yellowbook’s sales, marketing, fulfillment, finance, and HR executives to ensure their business strategies are planned, achievable, and delivering the expected value to the company. His frequently shares his thoughts and experiences on business transformation, leadership, and shifts in business environments at businesschangeleader.com.

Frank has over 20 years of finance, business/operational analysis and IT experience in an international multi site environment. He has extensive experience in leading and performing the implementation of Financial Systems and Performance Management systems/processes through standardization and globalization. Frank managed complex projects on a global scale in many functional area’s including but not limited to Audit, Finance & Accounting, Management & Operational Reporting and consolidation, acquisitions, corporate Finance & Ops systems, and in particular Business Intelligence and Performance Management. Frank received his Masters in Applied Business Economics from the University of Ghent (RG) and his Masters in Accountancy from the Hogeschool-Universiteit Brussel (HUB).

Bio coming soon...

Ted Jackson is a co-founder and managing partner with Ascendant Strategy Management Group. At Ascendant he is an engagement leader supporting many nonprofit and mission-driven organizations, including the American Society of Mechanical Engineers, Project Management Institute, American College of Cardiology, Rare, ACCION, CFA Institute, Institute of International Education, Uncommon Schools, and the Atlanta Independent School System. He is also responsible for sales and customer support of ClearPoint Strategy, the Ascendant-recommended strategy management software solution.

Prior to Ascendant, Ted was a Vice President at Balanced Scorecard Collaborative and was responsible for global sales and support of the Executive Strategy Manager software. He was also an active consultant and facilitator for 9 years with BSCol. Before that, Ted worked at ICF International, an engineering and environmental consulting firm. At ICF, Ted’s team helped the EPA develop the Energy Star program and worked with organizations to reduce their energy consumption.

Roy Barnes has more than 25 years of experience leading work teams and delivering world-class results in both the profit and non-profit sectors. As Senior Vice President for Strategic Planning and later as Senior Vice President for Customer Experience Development, Roy managed the introduction and execution of process and strategy management tools which focused Marriott Vacation Club on building a sustainable operating and strategic infrastructure.

Roy continued post-graduate study at Villanova University, (Six Sigmax Certification) and the University of Maryland—College Park. He earned his BA in History and Environmental Science at Grinnell College. He lives in Orlando, Florida.

David F. Giannetto is the co-Author and creator of The Performance Power Grid, The Proven Method to Create and Sustain Superior Organizational Performance, today’s leading Enterprise Performance Management methodology and nationally recognized book of the same name published by J. Wiley & Sons. He has been named a thought leader by Business Finance Magazine and is widely acknowledged as one of the most experienced business performance management practitioners in the United States. He is the Founder and CEO of The Telos Group and an MBA professor at Rutgers’ University

Laura Downing is a co-founder and managing partner with Ascendant Strategy Management Group. Before Ascendant, Laura was one of the founders and senior executive leaders of Balanced Scorecard Collaborative together with Drs. Kaplan and Norton. There she was responsible for the professional services business unit. Before founding BSCol, Laura was one of the original consultants in the strategic management services practice of Renaissance Worldwide, Inc., where she developed the Balanced Scorecard service offerings.

Laura is a regular speaker and instructor at Balanced Scorecard conferences and has consulted with a variety of organizations to enhance their strategic management processes. Most recently, Laura has been working with PEJE, Catholic Charities, ACCION, US Army, Office of the Director of National Intelligence, Office of Personnel Management, Petrobras, Securities and Exchange Commission, Petroleum Canada, Defense Logistics Agency, American College of Cardiology, Massachusetts Special Olympics, and British Telecom.

Laura's work at the FBI has been profiled in Harvard Business Review case, and several of her clients have won the Balanced Scorecard Hall of Fame award. She has also consulted with a number of software providers in their development of Balanced Scorecard applications. A native of Boston, MA, Laura graduated from Georgetown University and Harvard Business School.