CEO Growth & Innovation Conference
Alan I. Annex is Co-Chair of Greenberg Traurig’s Global Corporate Practice. He leads multi-disciplinary deal teams in a wide variety of large-cap and middle-market domestic and cross-border transactions. Alan has broad experience in corporate and securities matters, and regularly advises public company boards, special committees and executive management regarding their fiduciary duties; corporate governance best practices; and M&A deal strategies, structures and techniques. In addition, Alan has an active practice representing SPACs and UK Cash Shells in their IPO and business combinations.
Prior to becoming President of Infrastructure, Alexander Hockman managed all company operations as President and COO of NV5 since 2014. Mr. Hockman served as Executive Vice President of NV5 since September 2011 and President of NV5 – Southeast since February 2010. He has more than 27 years of diverse experience in the fields of engineering, construction, and construction-related litigation. Mr. Hockman is a licensed engineer in Florida and additionally he has also provided expert witness services on over 300 cases.
Andres is the Chief Executive Officer of Softvision, a digital services company that sits at the intersection of strategy, design and execution for the world’s leading global brands. Andres’s extensive experience in developing large-scale technology businesses. He is a proven leader in effectively deploying technology and business process strategies leveraging his proficiency in Digital Strategy, Agility and Team Development, Game Development and Enterprise Software Architectures.
Andres is the driving force to Softvision next level of growth. His vision and experience in identifying talent and the right resources have been pivotal to the company expansion pipeline, from expansion into Canada to heightening superior delivery for customers looking to transform their organization. This is partly due to Softvision tremendous growth as it has expanded its digital capabilities. Today the company has delivery centers in U.S., Romania Canada, Argentina, India, and Brazil.
With an entrepreneurial mindset, he drives the power of a digital economy to his clients and is passionate about creating digital experiences that simplify and enrich our lives. He is at the forefront of addressing the growing customer demand for digital IT services and has managed transformations for some of the largest and most technologically advanced companies in the world . Andres can bring together teams across the globe for world-class delivery, and his cutting-edge approach to digital is instrumental to Softvision’s marquis clients.
Prior to Softvision, Andres was one of Globant's pioneers and recently served as the Chief Solutions Officer. His entrepreneurial skills kicked in and successfully created multi-million- dollar practices, fostered a culture of continuous discovery, where design, technology, process and talent blended to drive digital innovation at scale for the company’s marquee global clients. His areas of expertise include product development, agile transformation, and gaming. Before becoming Chief Solutions Officer, Andres founded and served as the EVP and GM of Globant’s gaming studio, leading business on the West Coast, as well as VP of Engineering and Director of Global Presales Consulting from the U.K. He held other positions at Synthesis Information Technology, Electronic Data Systems and Sistemas Estrategicos.
Angelani is a frequent speaker and thought leader on how to scale digital innovation in organizations. He is a recognized speaker at Agile Business Conference, Insight Innovation eXchange North America, the Omni-Channel Retail Conference, the Chief Strategy Officer Summit, SXSW Interactive and Zend Con. He also co-authored a book titled The Never-Ending Digital Journey: Creating New Consumer Experiences Through Technology. He is currently working on his second book to be published in 2018.
He started his career in Argentina as a software developer and holds a Bachelor’s of Science in Business Management and a Master’s degree in Software Engineering. Andres has lived in Buenos Aires, New York, London and California and is fluent in English, Spanish and Italian. Andres is also a trained classical pianist.
As CEO, Andy leads PCH’s evolution from direct marketer to a leading interactive media company with nearly $1 billion in annual revenue supported by the company’s unique free-to-play, chance-to-win value proposition offered in two major areas of business – shopping and advertising/search.
During his 30-plus year career at Publishers Clearing House, Andy has held a number of leadership positions in the Marketing and Merchandise areas where his earlier work most notably facilitated the Company’s development and
diversification into a wide range of general interest and affinity-driven product categories including general merchandise, housewares, jewelry, home entertainment, personal care, pets, gift foods and collectible items.
An inspiration to over 600 employees, he has extended the PCH brand by successfully integrating several acquisitions in the search, casual games and mobile advertising markets to fuel the company’s future growth.
Andy is a member of the PCH Board of Directors and is a past member of the Board of Directors and Executive Committee of The Direct Marketing Association. Recognized for excellence in the industry, he has been honored with a Silver Apple Award from the Direct Marketing Club of New York. He earned his BS in Marketing from the Wharton School of the University of Pennsylvania.
Avner Mendelson is President & CEO of Bank Leumi USA. Avner was appointed to this role in 2013 with a mandate to orchestrate a major strategic transformation of the organization. With a new management team, a focused business strategy, expanded products and services offering, and a complete revamp of the firm’s core technology system, the Bank’s revenues have grown by more than 50%, and profits have more than quadrupled in the past 4 years.
Most recently, Avner spearheaded a strategic investment in the Bank by Endicott Management Company and MSD Capital, L.P., a private investment firm that manages the assets of Michael Dell and his family, to assist in the Bank’s continued growth while adding value to the Leumi Group.
Avner has been with the Leumi Group since 2007, serving as Head of Group Strategy and International Operations, as well as Chief of Staff to the President and CEO. Prior to joining the Leumi Group, he was a Senior Consultant with McKinsey & Company in London. Avner also served in the Israeli Defense Forces.
Avner earned his bachelor’s degree in economics and international relations from The Hebrew University of Jerusalem and his MBA from the Wharton School of Business. He is actively involved with several non-profit organizations and serves on both the Northeast Regional Board and the Board of Regents for the American Friends of The Hebrew University and the Board of Directors of the Shefa School.
Bill Lovette joined Pilgrim’s as Chief Executive Officer and President on January 3, 2011. Mr. Lovette has served as a Director of Pilgrim’s Pride Corporation since February 21, 2011.
He brings more than 30 years of industry leadership experience to Pilgrim’s. He previously served as President and Chief Operating Officer of Case Foods, Inc. from October 2008 to December 2010. Before joining Case Foods, Inc., Mr. Lovette spent 25 years with Tyson Foods Inc. in various roles in senior management, including President of its International Business Unit, President of its Foodservice Business Unit and Senior Group Vice President of Poultry and Prepared Foods. Mr. Lovette earned a B.S. degree from Texas A&M University. In addition, he is a graduate of Harvard Business School’s Advanced Management Program.
Mr. Lovette grew up in a family poultry business, which became the Holly Farms
Corporation. Through his formative years, he worked in virtually all aspects of the business including farm labor and management on his family’s broiler farm, catching chickens, working in all areas of a processing plant during summers, working as a customer service representative and as a trading floor clerk on the Chicago Board of Trade. Mr. Lovette’s experience learned over a lifetime in the industry enables him to offer a valuable insight on the business, financial and regulatory issues currently being faced by the poultry industry.
Charles Weinstein is the Chief Executive Officer of EisnerAmper LLP and a member of the firm’s Executive Committee. With 40 years of experience in the field of public accounting, Charly has held leadership positions throughout his entire career. Prior to the formation of EisnerAmper LLP, Charly was Managing Partner of Eisner LLP. The combination of Eisner LLP and Amper, Politziner & Mattia, which Charly oversaw, was recognized as “Deal of the Year” by the Association for Corporate Growth. Charly has been instrumental in leading both merger-related and organic growth ever since.
In addition to his leadership position at EisnerAmper, Charly holds a number of corporate, industry and charitable positions. He helped to found and form EisnerAmper Global, an international network of independent member firms created to address the specialized needs of the financial services industry. Charly is an active member of the American Institute of Certified Public Accountants (AICPA), where he served on the Board of Directors and was Chair of the Major Firms Group. He is pastchairman of its Personal Liability Insurance Program and served on the Nominating Committee. He is an active member of the New York State Society of Certified Public Accountants (NYSSCPA). For what is now the 6th year in a row, Charly has been selected for the National Association of Corporate Directors’ “NACD Directorship 100,” a grouping of the most influential people in corporate governance and the boardroom. Charly was previously named Accountant of the Year by the Association for Corporate Growth.
Charly serves on the Boards of Directors of the Legal Aid Society of New York City, where he is Chair of the Audit Committee and The Partnership for New York City. He is the author of Establishing a Financial Framework For Your Company, is a frequent speaker before professional audiences and has lectured at universities on the topic of ethics in public accounting. He served on the faculty for The Learning Annex, where he taught a course on accounting.
Charly is a cum laude graduate of the State University of New York at Binghamton, where he received his B.S. in Accounting
Chris Walters is responsible for day-to-day operations of Encompass on a worldwide basis and brings an impressive track record of executive operating experience in the industry, financial sophistication and successful experience in OTT to the company.
Most recently, Chris served as the Chief Operating Officer of The Weather Company where he collaborated with the leadership team to successfully position the company for rapid growth including developing technology that enabled The Weather Company’s expansion across all platforms. Prior to The Weather Company, Chris served in leadership roles at Bloomberg, leaving as Chief Operating Officer of the Bloomberg Industry Verticals Group where he drove significant expansion of professional subscription services in multiple industry verticals via organic growth and acquisitions. Before Bloomberg, Chris was a partner at McKinsey & Company where he served clients in the media, information services and technology sectors.
Chris holds an MBA from The University of Chicago – Booth School of Management with a focus on Finance and Strategic Management and a BS in Business Administration from the University of Vermont
Dan Schneider is a serial entrepreneur whose unconventional style has built multiple
companies into success stories. He is founder and CEO of the SIB family of companies, all of which provide money-saving services to companies in a variety of industries.
At age 16, Schneider dropped out of high school and began working in retail sales for the mobile phone industry. Sensing an opportunity in a rapidly-growing industry, Schneider struck out on his own and founded his first business, Main Street Cellular, at age 18. In doing so, he became the youngest person ever to be signed to a direct retailer contract by any mobile phone company. Main Street Cellular quickly expanded to 12 retail locations in the greater Philadelphia region. Schneider later formed Main Street Assets, an international wholesaler working with major cellular companies to liquidate excess inventory. After two years, the new venture grossed more than $35 million in total revenue.
Recognizing the importance of minimizing overhead costs, Schneider founded SIB Fixed Cost Reduction in 2008. With a diverse client base ranging from universities and hospitals to restaurant groups and Fortune 20 companies, SIB works to comprehensively reviewcompanies’ fixed monthly costs, getting compensated with a portion of the resulting savings on a contingency basis.
After acquiring a Florida lighting company in 2015, Schneider launched SIB Lighting, a full-service LED lighting consultancy that specializes in saving money for large facilities through the installation of energy-efficient lighting and lighting control systems.
In 2016, Schneider co-founded his latest venture, mōvī healthcare. mōvī is a software application to help hospitals and senior living facilities to better manage and track their patients’ non-emergency medical transport services, preventing billing errors and saving money.
Known for his straightforward candor and his non-traditional approach to business, Schneider and his companies have been featured in The New York Times, USA Today, CNN, Fox News,MSNBC, Forbes, Business News Daily, Investor’s Business Daily, NPR, and CBS Radio. He splits his time between New York, NY and Charleston, SC, where he is actively involved in the community as a board member for Push-Up & Up, a charity promoting physical fitness and raising funds for educational programs targeting at-risk youth, and Operation Home, a charity devoted to increasing home safety and accessibility for the elderly and disabled.
Dan Schneider’s LinkedIn profile: www.linkedin.com/in/danielaaronschneider
Partial client list: Walmart, Divisions of Berkshire Hathaway, Sharp HealthCare, GenesisHealthCare, Toys ‘R’ Us, Pep Boys, Coach, Hyatt Hotels.
David Sable is Global Chief Executive Officer of Y&R. Named to the post in February 2011, David has long had Y&R in his blood. He first joined as a trainee in 1976 and credits his start here for both his passion for the business as well as his core skills.
After Y&R, David worked at Wells Rich Greene and then moved to Israel, where he co-founded an agency, Mimsar. That start-up was a pioneering entry into the high-tech arena and reinforced David’s entrepreneurial spirit. Coming back to the U.S., David found his home at the extended Y&R family, working for Burson-Marsteller and Cohn & Wolfe. In 1990, he returned to Y&R Advertising to lead the international portion of the agency’s Colgate-Palmolive account. He then helped create Y&R’s team approach on the U.S. Postal Service’s consolidated account, before leaving to pioneer an omni-channel startup in the U.S., Genesis Direct. In 2000, he moved to Wunderman, also part of the Y&R family, where he spent 10 years, ultimately as its Vice Chairman, before returning home to Y&R.
David is active in the industry as Chair of the Advertising Council’s Board of Directors and, for many years before, a Director-at-Large of the 4As.The 4As just named him one of the 100 People Who Make Advertising Great. He has served as Jury President at Cannes three times, as head of the Direct, Creative Effectiveness and Creative Data juries and was a member of the Titanium jury.
A prolific writer, David has a strong online presence. LinkedIn named him one of their Top Voices 2016, and he has consistently ranked as one of their most widely read global business leaders since he was invited to the Influencer platform. He has been blogging The Weekly Ramble since 2006 and is a frequent contributor to The Huffington Post. He also was an Executive Producer on MTV’s highly acclaimed REBEL MUSIC series.
In 2013, Fast Company named David one of the 10 Most Generous Marketing Geniuses. He serves on the U.S. Fund for UNICEF’s National Board and was the founding chair of their NY Board. He serves on NY’s Volunteer State Office of National and Community Service Commission and served 14 years on the NY Cultural Advisory Committee. He sits on the Boards of UNCF and the Christopher Reeve Foundation and is deeply involved with the Special Olympics. He also is a member of American Eagle Outfitters’ Board of Directors.
David and his wife, Debbie, have two daughters. two sons-in-law, four treasured grandchildren — Henry, Teddy and Gemma, and Goldy.
Eileen C. McDonnell is chairman and chief executive officer. She joined Penn Mutual in 2008 as its Chief Marketing Officer.
Before joining Penn Mutual, she was president of New England Financial, a wholly owned subsidiary of MetLife, and senior vice president of the Guardian Life Insurance Company. Ms. McDonnell is a former member of the Master of Science in Management faculty at The American College in Bryn Mawr, Pa., where she held the newly endowed chair for Women and Financial Services and was author of “Marketing Financial Services to Women.”
Ms. McDonnell serves on the Board of Janney Montgomery Scott LLC, a wholly owned subsidiary of Penn Mutual. In 2013, Ms. McDonnell was named to the board of Universal Health Services, Inc. (NYSE: UHS) and is a member of the Audit Committee.
A graduate of Molloy College, Rockville Centre, N.Y., Ms. McDonnell majored in mathematics and computer science, and received an honorary doctor of laws (LL.D.) degree in 2011. She earned her MBA in finance and investments from Adelphi University, Garden City, N.Y. and was recognized in 2013 for ‘Outstanding Service” to the university.
In 2016 Eileen was honored by Drexel University LeBow College of Business as the 2016 “Business Leader of the Year.” Also, Eileen has been awarded the honor of being inducted into The Business Excellence Institute Excellence Hall of Fame in Dublin, Ireland.
In 2017 Eileen was the recipient of the 2017 Ernst and Young Entrepreneur Of The Year, Greater Philadelphia award.
Harley Lippman is the Founder and CEO of Genesis10 which provides staffing, workforce optimization and domestic outsourcing solutions. Recognized by Gartner as a Top 20 IT Staffing Firm in the U.S., the company is dedicated to helping companies implement business and technology initiatives cost-effectively. Genesis10's unique hybrid service model adapts and scales to deliver proven business and technology professionals how, when and where needed. Clients include some of the world’s most recognized public and private companies in industries including financial services, energy, healthcare, insurance, communications, consumer products, manufacturing and technology. Based in New York, Genesis10 has grown organically at an annualized rate of 20 percent with revenue of $175 million and has more than 2,000 employees and consultants and more than 20 sales and recruiting offices throughout North America, including six domestic delivery centers.
Harley serves on the boards of many business, educational and cultural organizations. He is an Executive Committee member on the American Israel Public Affairs Committee. He serves by Presidential appointment and Senate confirmation as a member of the U.S. Commission for the Preservation of America’s Heritage Abroad. He is a member of the Board of Advisors of Yale’s Business School. Harley is a member of the Dean’s Advisory Board at Columbia University’s Graduate School of International and Public Affairs. He is President of The Institute for the Study of Global Antisemitism and Policy (ISGAP). He was President of the America Israel Friendship League and served as Chair of the Board of Trustees of the American Jewish Congress. Harley was awarded the Ernst & Young Entrepreneur of the Year award in the consulting category.
A dedicated philanthropist, Harley is the owner and sole financier of the Center for Cultural Development and Popular Khmer Arts (CDPak) orphanage near Siem Reap, Cambodia, a home to nearly 40 children since 2004. He has put 6 of these children through college. He has funded efforts since 2009 to explore an overlooked aspect of the Holocaust. He works to find mass graves where Jews were murdered and buried in shallow graves before the Holocaust’s final solution became industrialized with extermination camps like Auschwitz. Throughout the year, Harley has memorials to honor and preserve the memory of those murdered. He funds the staff and the cost of these memorials in which a monument is erected for every massacre to give these people some honor and dignity in their deaths. He made a documentary on this, Safeguarding Memory, which appeared on PBS and won two awards. Here in the U.S., Harley has dedicated his professional life to helping people find meaningful employment, the most worthy of them being our nation’s military veterans.
Harley earned a master’s degree in international affairs at Columbia University, receiving their highest scholarship award and graduating third in his class. He earned his bachelor’s degree from The State University of New York, Stony Brook, graduating with highest honors. He studied in Poland on a Fulbright Program.
Jack Martin is the Global Chairman and Chief Executive Officer of Hill+Knowlton Strategies (H+K), a multinational strategic communications firm with clients constituting half of the Fortune Global 500 list with over 80 offices around
Martin has redirected H+K’s attention toward a 21st century public with particular emphasis on digital, data analytics, and original content creation. He restructured the firm’s senior management to maximize talent utilization and exceed client needs, and maintains an active role in client service today.
Martin is recognized as a thought leader in communications, politics, and business. Since 2011 Martin has consistently been named annually to PRWeek’s Power List, a ranking of the 50 most influential figures in the field of communications. In 2014, PR News inducted Martin as a PR pioneer who has “helped to shape the world of public affairs consulting, public relations and corporate consulting for more than 25 years.” He was previously honored by the Center for Public Policy Priorities. Martin also trademarked the “Fifth Seat” model, which several business publications recognize as a leading model that leverages the importance of public trust as part of corporate success. This philosophy includes strategic counselors as vital to C-suite decision-making by filling the “Fifth Seat” alongside lawyers, bankers, management consultants, and accountants. In 2016, the International Communications Consultancy Organization (ICCO), based in London, inducted Martin into their Hall of Fame. Most recently, Martin was invested as a Member of the Order of St John, on the instructions of Her Majesty Queen Elizabeth II.
Before assuming his current role in 2011, Martin founded Public Strategies, Inc., which was acquired by London-based WPP in 2006. Martin’s career was markedly shaped by his long-time association with U.S. Senator Lloyd Bentsen from Texas, which laid the foundation for his career.
Martin was chairman of Texas State University System’s Board of Regents, and has served on the boards of the Lyndon Baines Johnson Foundation, the Baylor College of Medicine, Baylor Scott & White Health, and the Smithsonian National Museum of American History.
Jim Keane is President and CEO of Steelcase Inc., the global leader in the office furniture industry. He has helped Steelcase evolve from a manufacturer to a partner that creates furniture, architecture and technology solutions in workplaces that unlock human promise.
After a 17-year Steelcase career, Jim was appointed CEO in March 2014. He is only the ninth person to lead the company in its 105-year history. Founded in Grand Rapids, Michigan, Steelcase today is a $3.0 billion company with factories and sales offices around the world. More than half of its 11,500 employees are now based outside of West Michigan.
Jim gained broad exposure to the business through a variety of leadership roles at Steelcase. At various times, he led research and development, corporate strategy, and served as Steelcase's chief financial officer. Prior to becoming CEO, he led the sales and marketing functions for the Steelcase brand.
Jim serves on the boards of Rockwell Automation, IDEO, Business and Institutional Furniture Manufacturer’s Association (BIFMA), Economic Club of Grand Rapids, Grand Valley University Foundation and the executive board of Design Futures Council. He earned a Bachelor of Science degree in accountancy from the University of Illinois, and a Master’s in Management degree from the Kellogg Graduate School of Management at Northwestern University.
J.Paul Haynes is a professional engineer with a 25-year entrepreneurial track record of success. J.Paul has led eSentire to 20x its size since joining the company in late 2010. His business acumen, in-depth understanding of technology and strong leadership has made him a respected and reliable voice on the topic of cybersecurity in North America and Europe.
He holds both a B.Sc. and M.Sc. in Engineering from the University of Guelph and is a proud alumni, currently serving on the Industrial Advisory Board for the University of Guelph’s School of Engineering and the Board of Innovation Guelph.
Justin Rosenberg is the Founder and CEO of honeygrow, a wholesome-casual restaurant concept focused on vibrant, healthy, and dynamic foods through its stirfry and salad programs. Justin opened the first honeygrow in June 2012 and has since opened 12 locations, with four more opening by early 2017.
When creating the concept, Rosenberg sought to utilize technology as an agent to streamline the ordering process via its touchscreen platform. Since then, honeygrow continues to leverage useful tech to subtly enhance the concept in areas ranging from training, operations, development, branding, and accounting.
Rosenberg founded honeygrow after working at Pennsylvania Real Estate Investment Trust (PREIT) as a Manager of Energy Services and as an Asset Manager where he oversaw a portfolio of approximately 25 regional shopping malls. Tired of sitting in a cubicle and with a passion to create a sustainable, long-term company modeled after some of his favorites (Starbucks, Apple, Southwest Airlines, and Whole Foods), Justin combined his interests in plant-based eating with that of music, design, and business to create a business plan in hopes of raising capital for the first location. After 2.5 years of looking for investors and pitching 94 people, Rosenberg acquired the capital and subsequently opened the first store in 2012. Since then, honeygrow has raised over $25MM in equity financing to foster growth and technology driven projects.
Previous leadership roles include leading an acquisition team in purchasing multifamily apartments in Baltimore, MD and Denver, CO markets and successfully leading an Israeli-based tech firm in identifying its niche demographic and penetrating the North American market. While developing honeygrow, Justin spent his weekends working in the kitchen of a fine-dining restaurant located in the Washington DC area in an effort to gain a solid foundation to properly run his own restaurant (still then a pipedream!).
Justin resides in the Philadelphia suburbs with his wife, two (2) daughters, and son.
Katherine Kostereva is CEO and Managing Partner of bpm’online (www.bpmonline.com), the leading business process automation platform, focused on
accelerating marketing, sales, service and strategic applications for mid-size to
Fifteen years ago, Kostereva co-founded bpm’online as a small European startup with
five people on board without any external funding or venture capital. Today, bpm’online is a global software company with offices around the world and a team of 700+ engaged professionals dedicated to creating impeccable products. Bpm'online is the winner of many prestigious industry awards, including ISM Top 15 CRM Software, CRM Watchlist, CRM Market Leaders Awards, and 2017 ROI Award among others.
Bpm’online was positioned as a ‘leader’ in the Forrester’s CRM Wave for Mid-sized
suites, a leader in Nucleus Research’s 1h 2017 Technology Value Matrix for Customer
Relationship Management (CRM) and can be found in a vast number of CRM industry
reports by Gartner, Forrester and other leading research firms.
With over 15-years of experience in helping businesses build long-lasting relationships with customers, Katherine has always had a clear and solid vision of the CRM market and business development. She strongly believes that BPM and CRM synergy brings exceptional value to software users. That is why she has chosen the business course of creating a process-driven CRM with sound marketing, sales and customer service capabilities delivered via a single platform on an engaging interface.
Kevin M. Jones is the Chief Executive Officer of MV Transportation, the largest private provider of paratransit services and the largest privately owned transportation contracting firm in the United States. The company employs more than 20,000 dedicated transit professionals in 153 locations in North America.
Prior to being named CEO in October 2017, Kevin held global leadership roles at Electronic Data Systems (EDS), Hewlett-Packard, Dell, Hewlett Packard Enterprise (HPE), and most recently, DXC Technology (NYSE: DXC), a $25 billion publicly traded IT services company. There, Jones served as senior vice president and general manager of the Americas region with 66,000 employees and $10 billion in annual revenue.
Kevin has an impeccable record in leading business transformations by inspiring organizations to increase revenue, profitability, market share and customer satisfaction. At DXC and HPE, Kevin transformed the Americas into the company’s most profitable region. Before joining DXC and HPE, Kevin served as chief customer and sales officer for Dell Services, where he led all go-to-market functions for applications, business process outsourcing, infrastructure services and cloud computing businesses. In his three years at Dell, Kevin grew revenue by 11%, increased profitability by 12% and raised Dell’s customer satisfaction score (Net Promoter Score) from 0 to 51.
Kevin spent 21 years in executive positions at Hewlett Packard and Electronic Data Systems (EDS), in both Europe and Asia. As Senior Vice President of Enterprise Services, Asia Pacific and Japan, he increased profitability by 25%. At EDS, as vice president, UK Government, he saved the relationship with the organization’s most profitable customer and signed $4.5 billion in new business.
Mr. Jones has an outstanding reputation for operational excellence and efficiency, and is expected to continue MV’s momentum with renewed focus on safety, training and continued growth and innovation. His track record of creating value and energizing teams will further strengthen MV’s position as a leader in the transportation industry. His strong advocacy for diversity, inclusion and community involvement also make him the right person to lead MV as the Company embarks on its 43rd year.
Originally from Richmond, Virginia, Mr. Jones lives in Dallas, Texas with his wife and two teenage sons. He holds a BBA from James Madison University and is a Certified Management Accountant. He completed the Executive Training Program – Leading Strategic Change at Indiana University. Mr. Jones also serves as a board member for the North Texas Food Bank and the World Affairs Council of Dallas.
Lauren Bailey is the CEO & co-founder of Upward Projects, a group of locally focused restaurateurs creating inspired restaurants that are connected to the communities they serve. Recently named to the Inc. 5000 list of the nation’s fastest-growing companies, Upward Projects places an emphasis on preparing high-quality food and adapting and reusing historically relevant buildings that are an integral part of local neighborhoods. To uphold this philosophy, Lauren focuses primarily on conceptualization, design and operations for seven industrial wine cafes - Postino Arcadia, Postino Central, Postino East, Postino Annex, Postino LoHi (Denver, CO), Postino Kierland, Postino Highland; Windsor, a pub-style neighborhood hangout; Churn, the adjoining nostalgic ice cream shop; Federal Pizza, an artisan pizza restaurant; and two Joyride Taco House’s, a scratch-kitchen Mexican concept. Collectively, Lauren is responsible for growth and vision of the existing concepts as well as future projects.
Lauren recently completed a five-year term as a board member of Local First Arizona, an organization determined to protect, strengthen and foster local business. She is also a Steering Committee Member for Devour Phoenix, a city-wide, non-profit coalition of independent restaurants that maintain a forum for sharing ideas, increasing Arizona’s visibility as a culinary destination, stressing the importance of sustainability and hosting culinary driven events. She is also a board member of the Entrepreneurs Organization, a group comprised of 12,000 entrepreneurs from all around the globe, plus sits on the Grand Canyon University Colangelo College of Business Advisory Board, the Phoenix Children’s Hospital Corporate Advisory Board, the Tyrann Mathieu Foundation Board, and is also a proud “big sister” with Big Brothers Big Sisters of Central Arizona.
In 2013, Lauren was recognized by the Arizona Republic as “35 Entrepreneurs Under 35,” while in 2014, she was inducted into the Arizona Culinary Hall of Fame as Restaurateur of the Year, honored as the 2014 Food Pioneer by the Arizona Restaurant Association, and selected by the Phoenix Business Journal as “40 Under 40 – Class of 2014.” In 2015, the Phoenix Business Journal selected Lauren as the 2015 Outstanding Women in Business honoree.
Lauren was raised in the state of Indiana and has inhabited a fair amount of cities up and down the East Coast, including New York City and Nantucket. She attended Arizona State University, graduating in 2002 with dual degrees in Communication and Fine Art. In 2006, Lauren married her husband and business partner, Wyatt Bailey, in Vernazza, Italy. In her spare time Lauren travels the world, hunts for vintage treasures, creates art, cooks up amazing flavors, and spends time with the most important people in her life.
Luke is the Co-Founder and CEO of Latch, the first smart access system designed for every door. Since 2013, the company has worked with many of the world’s largest real estate companies to rethink the experience around access and last mile logistics.
Before Latch, Luke spent 4 years at Apple within the Retail and Worldwide Government Affairs practices, supporting international market expansion. From 2011-2013 he also spent time in Haiti developing emerging market technology products with support from the Clinton Global Initiative, Habitat for Humanity, and the Dell Social Innovation Fund.
He holds degrees from Georgetown University and Imperial College London, where he studied as a Marshall Scholar.
Marc has over 20 years’ experience in the Distribution industry. He previously held the position of President/CEO at Allied Supply Co. He currently holds the position of CEO and is a member of the Board of Directors. Marc graduated with honors from Touro College with degrees in Corporate Finance and Computer Science. He serves on the Board of Directors of several non-profit organizations.
Mark Lieberman joined Viamedia, the country’s largest independent TV advertising management solutions company, as president and chief executive officer in January 2014 after an extensive career in the media and technology industry.
The company now provides local ad sales for 60 MVPDs (Verizon, CenturyLink, Google Fiber, Frontier, and others), spanning 32 states in more than 70 DMAs, serving nearly one million TV ads every day.
Mr. Lieberman is also Chairman of Viamedia’s programmatic-television subsidiary, placemedia, the leading independent programmatic television supply side platform (“SSP”), enabling the buying and selling of linear TV inventory for national advertisers.
In short order, on Lieberman’s watch, Viamedia earned Multichannel News’ Innovator Award for technological developments in audience targeting and reporting; he has been named one of the CableFax 100 in 2015; and will be inducted into the class of 2016 Cable TV Pioneers at the national cable show in May.
Prior to Viamedia, Mark was the co-founder, Chairman and CEO of TRA a leading media analytics, software and research technology firm sold to TiVo. He also was the co-inventor of TRA System and is on several U.S. patents.
Earlier, Lieberman was Chairman/CEO of IVT, an e-communications software company backed by Cisco, Tudor Ventures, Allen & Co. and Sun Microsystems.
He has also served as President of About.com Ventures and Executive Vice President of Reed Elsevier Business Information, where he oversaw Variety, Broadcasting & Cable, Publishers Weekly, and MultiChannel News magazines.
In the mid-1990s, he founded Sarnoff Real Time Corp., a video server company that became DIVA systems, the first commercially viable video-on-demand provider, and he was also the Managing Director of TM Patents which focused on commercializing a portfolio of worldwide patents and applications covering supercomputing, interprocessor communications and storage technologies.
Mark served in the George H.W. Bush Administration as Associate Deputy Secretary and Assistant Secretary for Technology (Acting) at the U.S. Department of Commerce; practiced intellectual property law, and clerked for Judge Oscar Davis at the U.S. Court of Appeals for the Federal Circuit.
Mark currently serves on the board of advisors of Adfin, Inc., a real-time insights company for programmatic online advertising.
Mark’s long commitment to charity includes serving as Vice Chairman of the UJA Entertainment, Communications and Media division and as a board member of the National Jewish Center for Learning and Leadership.
In 2014, Mark was the recipient of the YJP Entrepreneur & Leadership Award given by the Young Jewish Professionals.
Mark lives in Westchester County, NY and Montauk, NY with his wife and children.
Mark A. Turner, 53, has been President, Chief Executive Officer and a Director of WSFS Financial Corporation and WSFS Bank since 2007. Mr. Turner was previously both the Chief Operating Officer and the Chief Financial Officer of WSFS. Prior to joining WSFS in 1996, he worked at CoreStates Bank, Meridian Bancorp and at the international professional services firm of KPMG, LLP.
WSFS is a multi-billion dollar, publicly-traded financial organization (NASDAQ:WSFS), the largest bank and trust company headquartered in Delaware and the Delaware Valley, and the 7th oldest bank in the U.S. Mr. Turner is privileged to be leading a Company that has been named by an independent survey as a "Top Workplace" in Delaware for the last 11 years in a row (with special recognitions for the Company's leadership, ethics, and career development), and has also been voted as the "#1 Bank" in Delaware for six years in a row.
Mr. Turner received his MBA from the Wharton School of the University of Pennsylvania, his Master's Degree in Executive Leadership from the University of Nebraska-Lincoln, and his Bachelor's Degree in Accounting and Management from LaSalle University (Philadelphia). Among other executive leadership programs, Mr. Turner has studied at National Training Labs, Aspen Institute, Gallup University, Toyota University, Center for Creative Leadership, UC Berkeley, Stanford and Buckley School for Public Speaking.
Mr. Turner is an active leader in his communities. Among others activities, he has served as: Chairman of the Board of Delaware Business Roundtable (DBRT); a member of U.S. Federal Reserve Board's Advisory Council (FAC); Chairman of the Board of Delaware Bankers Association (DBA); a member of Executive Committee of the Board of Delaware State Chamber of Commerce (DSCC); a member of the Board of Trustees of Delaware State University (DSU); was a member of the Board of Directors of Delaware Alliance for Non-Profit Advancement (DANA); a member of the Board of Advisors of Teach for America (TFA), Delaware; and a founding member of both Delaware Talent Live (DTL) and Wilmington Leaders Alliance (WLA).
Mark is a lifelong native of the Delaware Valley area. He is married to Regina, VMD, PhD, and they have two daughters, Becky, 15, and Katie, 13.
Martin Parent has been President of Ultima Foods since July 2014. He has extensive
professional experience in the fields of food processing, marketing, distribution and
sales, and has held senior management positions at companies such as Frito-Lay,
Campbell Soup and Cadbury. Martin was General Manager of Mars for the Middle
East and African regions until coming back to Canada in 2014.
A naturally charismatic leader and skillful strategist, Martin has overseen an
impressive portfolio of major projects in Australia, South-East Asia, the Middle East,
as well as in Canada.
In a highly competitive market, increasingly dominated by multinationals, Martin has
taken the reins of Ultima Foods – the only 100% Canadian owned major yogurt
company in the country. His declared objective is to ensure the growth and
sustainability of its two strong brands, iögo and Olympic. With a razor-sharp focus on
innovation and collaboration, he relentlessly seeks new approaches, and ways of
seeing and doing things. His goal is to shape our industry and positively impact
Canadians by delivering good thru brands that they trust.
He is personally committed to helping advance Autism Speaks Canada and is the
Honorary President of Special Olympics Québec 2018 fund raising dinner.
Despite his busy schedule, Martin knows how to take time to enjoy the simple
pleasures in life, including indulging in great tasting yogurt.
Since founding Pinnacle Group in her mid-20s, Nina Vaca has strategically developed it into the dynamic powerhouse that it is today, providing information technology services and workforce solutions to iconic global brands. Under her fearless leadership, Pinnacle Group has been ranked among the Inc. 500/5000 fastest-growing companies in the country for the last decade. In 2015, it was named fastest-growing women-owned/led company in the nation by the Women Presidents’ Organization, as well being named among the top two in 2016 and 2017. Vaca serves as a director of three Fortune 1000 companies with a combined market cap of $23 Billion: Kohl’s Corporation, Cinemark Holdings, and Comerica, Inc.
Throughout her two decades in business, Vaca has also served as a dedicated civil leader and philanthropist, working relentlessly to expand opportunities for Hispanics and women in business, and most recently to expand opportunities in STEM fields for women and girls. Pinnacle Group was among the first cohort of industry partners to support the Pathways to Technology Early College High School (P-TECH) program through the Dallas Independent School District. Through this program, Pinnacle Group serves as an industry partner to Thomas Jefferson P-TECH Early College High School, a predominantly Hispanic school located near Pinnacle’s headquarters. Students in this program graduate in four years with a high school degree, and an associates degree in one of three pathways from Brookhaven Community College. Ninety-seven percent of the students in the Early College High School are minorities and the vast majority will be the first in their families to attend college.
Since experiencing firsthand the power of entrepreneurship and business, Vaca has dedicated herself to advocating for women in business at home and abroad. In 2014, she was selected by President Barack Obama as one of the inaugural members of the Presidential Ambassadors for Global Entrepreneurship program and in that capacity, has traveled extensively to inspire entrepreneurs worldwide. This past August, Vaca traveled to Amman, Jordan as a guest of the U.S. Embassy to share her message of prosperity through entrepreneurship with local
entrepreneurs, business leaders, and government agencies.
Never satisfied with being one of the first or one of the only women or Latinas serving on corporate boards or in the c-suite, Vaca founded At the Table: Women in Business and Leadership to help more women find a pathway to the board table or to the c-suite. This program specifically focuses on empowering Latina entrepreneurs as the strong economic force that they are through training, guidance, and networking opportunities, helping to strengthen local communities from coast to coast. At the Table is housed at the United States Hispanic Chamber of
Commerce (USHCC) Foundation.
In 2017, Vaca was named a Woman of Distinction by the Women’s Business Enterprise National Council and honored as a Trailblazing Woman in Labor and Business by the National Women’s History Project. Vaca has been recognized as one of the top 100 most influential and notable Hispanic Professionals in the Information Technology Industry by the Hispanic IT Executive Council. Last year, Vaca graced the cover of Latino Leaders Magazine as one of 2017’s 101 Most Influential Latinos
in America, a list she has been included in for the past decade. She was honored as Woman of the Year by Solo Mujeres Magazine in Houston at the 11th annual Tribute to the Hispanic Woman, which honors the accomplishments of women who have blazed trails, become entrepreneurs, committed themselves to the community and set the course for future generations to come.
Richard A. “Dick” Ehst is president and chief operating officer and a founder, along with Chairman and
CEO, Jay S. Sidhu, of the $10 billion-asset Customers Bank headquartered in Wyomissing, PA with offices
in Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania and Rhode Island.
Dick previously served as executive vice president, Commercial Middle Market, Mid-Atlantic Division of
Sovereign Bank, a $90 billion-asset financial institution serving eight states in Northeast U.S. He served
as Sovereign’s regional president for Berks County from 2004-2009 and as managing director of
corporate communications from 2000-2004.
Prior to joining Sovereign Bank, Dick was an independent consultant to more than 70 financial
institutions in the Mid-Atlantic region, including Sovereign, where he provided guidance on regulatory
matters, mergers and acquisitions and risk management.
As a consultant to Sovereign, Dick worked with the Commercial Development Group to identify and
develop corporate and municipal relationships for the bank.
Dick began his banking career in 1968 following his service as a United States Marine during the Vietnam
War. He attended Albright College, is a member of the Albright Board of Trustees and chairs the
Enrollment Management Committee. Dick is a graduate of the Commercial Bank Management Program
at Columbia University Graduate School of Business.
He is often asked to speak to national and international audiences on the financial landscape. He was
the keynote speaker at the 21st International Seminar on Finance in Tokyo, Japan. The seminar was
sponsored by the Japanese Financial News Network. He has also been the featured speaker at financial
conferences in the United Kingdom.
Dick currently serves as an elected board member of the Pennsylvania Chamber of Business and
Industry, and is Chairman of the Chamber’s Education Foundation. He has been a guest at the White
House regarding education-related issues.
He also serves as a Director of the Reading Hospital Health System Foundation and has served over 40
years on several professional and not-for-profit boards in eastern Pennsylvania.
Dick and his wife, Angela, reside in Reading, PA. They have five daughters and 11 grandchildren.
Robert is a food entrepreneur. He is the CEO and Founder of BOU and the former CEO and Co-owner of Metcalfe’s skinny and Metcalfe’s Food Company.
Robert grew up in London. He moved to the US for College and studied at Duke University as a freshman before transferring to the University of Pennsylvania where he graduated in May 2007. After graduation Robert joined Barclays Capital in New York as an analyst, and then returned to London in 2008 where he continued his career at Barclays Capital.
In March 2009, whilst still working in finance, Robert decided to launch a chocolate and yoghurt edamame range under the brand name Pod bites in the UK.
In an effort to have his Pod bites range stocked in itsu and Pret, Robert sent samples to both retail outlets for consideration and it was this move that captured the attention of their Founder Julian Metcalfe. With an eye for new products, Julian was impressed with Robert’s innovative range and arranged a meeting to learn more. The meeting led to the launch of Metcalfe’s Food Company in October 2010.
Robert’s business and financial leadership were integral to the success of Metcalfe’s Food Company. The Company enjoyed a compound annual growth rate of over 200% in revenues between 2011 and 2014, and reached fourth place on the Sunday Times Fast Track 100 list in December 2014 - a first for a company in the food industry. It was the fastest-growing, privately-owned food and drink company in the UK.
In September 2015, Robert and his partner, Julian Metcalfe spun Metcalfe’s skinny out of Metcalfe’s Food Company. At the time, Metcalfe’s skinny was the UK’s leading premium popcorn brand. In January 2016,
Julian and Robert sold a 26% stake in Metcalfe’s skinny to Diamond Foods (then the owner of Kettle Chips). In September, 2016, the new owner of Kettle Chips, Snyder’s, acquired the remaining 74% of thebusiness, a deal that will ensure the brand’s growth potential is maximized in the UK and Europe.
In May 2017 Robert launched BOU which is a better-for-you range of bouillon and gravy cubes that launched in the market in May 2017 with the aim of disrupting categories in the food industry that have not seen innovation in years. BOU recreates timeless kitchen staples by packing better for you ingredients into easy to use cubes that never compromise on flavor or quality. By innovating a stale category, they were able to grow into a national company overnight by securing major retailers such as Amazon, Fresh Direct, Harris Teeter, Whole Foods and over 1,500 other retailers.
Their current range of bouillon and gravy cubes are convenient and hassle-free and never sacrifice on taste or quality. They are set to launch an exciting and innovative instant, better for you range of soup cups in Q3 2018. All their products are non-GMO, made with no artificial ingredients, and have less sodium than leading brands.
Stan Jewell has spent his career helping businesses accelerate growth and profitability. He has done this with startups, turnarounds, and mature companies, both domestically and internationally. Early in this path, Stan realized that he would never achieve his ambitions without surrounding himself with talented teams. Since then, he has dedicated himself to building great teams and motivating them to achieve unexpected success.
Stan is currently the President and CEO of Renfro Corporation, the world’s largest sock company. Renfro has operations in North Carolina, New York, California, Alabama, and Tennessee, as well as in Canada, Mexico, China, Japan, India, and Netherlands. Renfro’s brand portfolio includes New Balance, Carhartt, Smartwool, Polo/Ralph Lauren, Fruit of the Loom, and many others.
Prior to joining Renfro, Stan spent ten years with VF Corporation, most recently serving as its President for Central/South America. VF’s brands include Vans, Timberland, The North Face, and Wrangler.
Stan lives in North Carolina with his wife and four children.
Stewart A. Kohl is Co-Chief Executive Officer of The Riverside Company, a global private equity firm founded to invest in premier companies at the smaller end of the middle market. Since 1988, Riverside has invested in more than 440 companies in North America, Europe and the Asia-Pacific region. The firm's investors include leading pension funds, endowments, funds-of-funds, insurance companies and banks.
Mr. Kohl joined Riverside in 1993. Prior to that, he was a vice president of Citicorp Venture Capital, Ltd., the private equity arm of Citibank. Under the guidance of Mr. Kohl and Co-CEO Béla Szigethy, Riverside has grown to manage more than $5.5 billion in assets. The firm employs more than 200 people in offices across North America, Europe and the Asia-Pacific region.
In addition to his work with Riverside, Mr. Kohl is engaged in the following civic activities: Oberlin College Board of Trustees; Co-Chair of the Museum of Contemporary Art Cleveland Board of Trustees; the Cleveland Clinic Board of Trustees, Wellness Institute Leadership Board, and Co-Chair of the Cleveland Clinic Capital Campaign. Mr. Kohl is also the founding donor of VeloSano, a charity cycling event that has raised $8 million for cancer research at the Cleveland Clinic Taussig Cancer Institute since 2014.
Mr. Kohl was inducted into the Ohio Foundation of Independent Colleges Hall of Excellence in 2009. He previously served as Co-Chair of the Building for Hope Capital Campaign of the Center for Families and Children. For 16 years, he was a "Heavy Hitter" participant in the Pan-Mass Challenge bicycle fundraiser for the Jimmy Fund of the Dana-Farber Cancer Institute.
Mr. Kohl holds a BA from Oberlin College (1977) and resides in Shaker Heights, Ohio with his wife, Donna, where they enjoy spending time with their daughter and six grandchildren.
Spacelabs Healthcare President Sujit Kumar has over two decades of global experience with majority in the medical device and HCIT space. Mr. Kumar previously served as VP/GM at Verathon Medical, part of Roper Technologies. He has also held global leadership positions at Philips Healthcare, GE Healthcare, GM and Amazon.com. Early in his career, Mr. Kumar worked in investment banking advising clients on mergers and acquisitions, fairness opinions and providing buy-side analysis recommendations. Mr. Kumar holds an MBA from Ross School of Business at University of Michigan and an MS/BS in Mechanical Engineering.
Thomas E. Jorden was named President and Chief Executive Officer of Cimarex in September 2011 and Chairman of the Board in August 2012. Mr. Jorden previously served as Executive Vice President of Exploration since the formation of Cimarex in December 2003 and held that same position at Key Production Company, Inc., Cimarex’s predecessor. He joined Key in November 1993 as Chief Geophysicist and later as Vice President of Exploration (October 1999 to September 2002). Prior to joining Key, Mr. Jorden was with Union Pacific Resources and Superior Oil Company. He is a graduate of the Colorado School of Mines where he earned B.S. and M.S. degrees in Geophysics. Mr. Jorden serves as Chairman of the Board of Trustees for the Colorado School of Mines.
As the Chief Executive Officer of Bancroft, one of the largest human services provider in NJ/PA, Toni Pergolin has positioned the organization for a strong and sustainable future by growing and diversifying the services and programs provided for people with intellectual and developmental disabilities, autism and those in need of neurological rehabilitation.
Programs and supports include a wide range of programs for children and adults, including the flagship Bancroft School along with early education special-education school, vocational and day programs for adults, more than 200 homes and apartments in New Jersey, Delaware and Pennsylvania. Bancroft also works in partnership with many businesses and community organizations to provide employment and volunteer opportunities for those Bancroft serves.
Most recently, Ms. Pergolin spearheaded the largest expansion and construction project in the 134 year history of Bancroft leading to the opening of the 80 acre Raymond & Joanne Welsh Campus in Mt. Laurel featuring a 175,000 sq ft state-of- the-art facility. Ten years in the making, the campus includes The Bancroft School, Lindens Center, with Campus Residential Treatment Programs and an unprecedented Activity Center, all designed to set a new standard of care in providing the highest level of service and recreation for students. The campus opened in January 2018 as a destination of hope for the greater autism community throughout the state and well beyond.
Under Ms. Pergolin’s leadership, Bancroft expanded neuro-rehabilitation and brain injury services with four locations in New Jersey - Mount Laurel, Cherry Hill, Plainsboro and Brick - providing outpatient, acute medical day and residential services.
She currently serves on the boards of Our Lady of Lourdes Health Care Services in Camden, Fulton Bank of New Jersey, South Jersey Chamber of Commerce, Peirce College and the Forum of Executive Women. She also serves as a member of the Healthcare Advisory Council of the Free Library of Philadelphia.
Ms. Pergolin received the Campbell Soup Extraordinary Leadership Award and also was awarded the first Corporate/Business Award by Maria's Women United. She has been recognized for her leadership in many publications including SmartCEO Magazine, Philadelphia Business Journal, SNJ Business People, SJ Biz Main Line Today and received recognition for advancing women's equality.
Prior to joining Bancroft, she worked at the University of Pennsylvania Health System for 14 years in various positions, including Chief Financial Officer for Pennsylvania Hospital.
Ms. Pergolin received her undergraduate degree in accounting from Pennsylvania State University and her master's in health administration from Saint Joseph's University. A certified public accountant, she resides in the Greater Philadelphia area with her husband and two sons.
Bill is the Managing Partner and Chief Executive Officer of WithumSmith+Brown, PC, and has been a member of the firm's management for over 30 years. He is a licensed certified public accountant in New Jersey, New York and Florida, as well as a Chartered Global Management Accountant (CGMA), specializing in merger and acquisition services and international business.
A graduate of Richard Stockton College of New Jersey with a bachelor's degree in accounting,
Bill joined Withum in 1980. He is a member of the American Institute of Certified Public
Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA).
He has also demonstrated a leadership role in expanding the firm's global capabilities, serving
as a current executive committee member of HLB International and as the former chairman of
Nexia International USA - both of which are worldwide networks of independent accounting
firms and business advisors.
Bill’s professional and philanthropic involvements at both the local and state levels are
exemplary. He is currently a member of the Executive Committee of the Board of Trustees of
the Francis E. Parker Memorial Home; Treasurer of the Hyacinth AIDS Foundation; and a
member of the Executive Committee of the Board of the NJ State Chamber of Commerce. Bill is
former Chairman and current Treasurer of the New Brunswick Cultural Center, Inc., and former
Chairman of the George Street Playhouse. In 2010, Bill received the Thomas H. Kean Arts
Advocacy Award, honoring him for his dedication to the arts. Past roles include Vice President
of Ocean Day School, Inc. and membership with the Kiwanis Rotary and the Jaycees. In 2002,
he was appointed to serve on the BEST Commission (Budget Efficiency Savings Team) for the
state of New Jersey. A longtime Treasurer and former Chairman of the Middlesex County
Regional Chamber of Commerce, Bill was honored by the MCRCC as a “2002 Community
Leader of Distinction.” He has also coached his children’s little league, basketball and in-line
Bill has appeared on several television and radio programs discussing topics related to
leadership and business management, including appearances on Steve Adubato’s television
show, “NJ Caucus,” News 12 New Jersey television show, "New Jersey Business", and
Executive Leaders Radio. He is frequently quoted in accounting and business publications, and
has authored many articles over the years on topics ranging from fixed asset management to
mergers and acquisitions to leadership within the profession.
Bill is a "local" at the Jersey Shore, residing in Monmouth County, NJ.
Yosef’s love for innovation led him into the box subscription phenomena. In 2013 BoxyCharm was developed and launched. BoxyCharm is a full-size beauty and makeup subscription box. The Business model consists of paying beauty companies full manufacturing costs for their products. In addition to that BoxyCharm, provides beauty brands a $0 cost marketing campaign and engagement with a highly enthusiastic consumer base.
BoxyCharm has allowed Yosef to engage the Millennial and Generation Z market. He has built relationships with major beauty brands and influencers also known as YouTube “vloggers.” He has utilized these relationships to catapult BoxyCharm’s success.
Yosef core values in business are: attention to detail in every aspect of the business, the use of technology is paramount, never compromise on anything and stay innovative based on trends.
As an investment opportunity Yosef sold a piece of BoxyCharm however, he is the majority shareholder.
David Bagatelle, Executive Vice President and President of New York Metro Markets for
Sterling National Bank, which specializes in the delivery of highly personalized banking
services for small to mid-size businesses, professional service firms, not-for- profits,
governmental entities as well as business owners, their families, and consumers in
communities within the New York Metropolitan area. On March 3, 2017, Sterling
Bancorp and Astoria Financial Corp announced a definitive merger agreement, which
will result in a diversified commercial lending bank, with approximately $29 billion in
assets, a solid capital foundation, and a broad footprint in the marketplace. Expected
closing date is 4 th quarter 2017.
David is responsible for all of the bank's business activities in New York City and New
Jersey. He actively manages the commercial teams in those regions in line with
Sterling’s team-based relationship banking model, in which compact teams provide full
service to their clients and are led by a relationship manager who acts as a single point
In today’s fast-paced and competitive world, the job of CEO can be daunting. Any CEO knows that running a company -- regardless of size and industry -- requires incredibly long hours under stressful conditions with ever-increasing pressure from all sides to succeed and grow. To address these challenges, YJP is convening business thought-leaders and experts for the CEO Growth & Innovation Conference.
The Conference will bring together CEOs from across the country and representing a variety of professional sectors to provide a leadership platform in order to cultivate the forging of new relationships and encourage discussion and debate on topics and challenges that are of universal concern to all CEOs.
This is more than just a typical leadership conference -- it is a dynamic event designed to foster a productive and innovative environment in which candid, in-depth conversations can take place. The intimate and confidential setting will provide participants the opportunity to ask industry leaders difficult questions, identify new avenues for collaboration, brainstorm on best practices and explore potential solutions to challenges.
In today’s ever-evolving business landscape, a company’s success is contingent on high levels of innovation and the establishment of strong relationships and networks. YJP’s CEO Growth & Innovation Conference will serve as a powerful catalyst to develop new strategies and ideas, solutions to challenges and fuel collaborations so that participants can return to the companies they lead better equipped to ensure success. The Young Jewish Presidents is an exclusive network dedicated to connecting the world's top Jewish business leaders with each other. Our forum opens its doors for CEOs to forge long-lasting, sincere relationships in upscale, comfortable, small group settings with top talent, andexecutive peers.
*In order to be considered a member, applicants must be a CEO, president or a recognized authority in their given industry*
This event starts on May 30th at 4:30 PM.