Meet our Coaches

All of our coaches are rigorously vetted and have real-world experience as CEOs and senior executives, leading companies at all spectrums of industry, revenue and employee size. To get set up with a coach, request an initial call so we can learn more about your situation. We’ll then handpick a coach for you who has been down the path you are heading, taken a company of your scale to the next level and navigated the issues you are facing.

Jon Allman

Jon brings his vast experience leading large national, and international, operations while monitoring and setting large $1 billion+ budgets for his divisions and organizations in both military and nonprofit settings. Following his time in the United States Air Force, Jon became CEO of Endeavors, a national service organization with over 2,000 employees that served more than 70,000 clients in his last year of service.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Conflict Resolution
  • Financial Strategies
  • Goal Setting and Accountability
  • Having Difficult Conversations
  • Succession Planning
  • Team Culture
  • Fundraising/Investor Relations
  • Sustaining Innovation
  • Communication Skills

 

Revenue Experience

  • Under $10 million
  • $10-49.9 million
  • $50-99.9 million
  • $100-999.9 million
  • $1b+

Aaron Bass

Aaron served as CEO and in executive leadership for a large system of schools. Through his extensive background in education and leadership, he holds a profound understanding of organizational dynamics and development and is positioned uniquely to guide CEOs in enhancing their leadership skills, strategic thinking, and operational efficiency.

Areas of Specialty

  • Strategy
  • Leadership team alignment
  • Conflict resolution
  • Goal setting and accountability
  • Having difficult conversations

 

Revenue Experience

  • $10-49.9 million

Bruce Billmeyer

Bruce has over 25 years of experience leading companies in the manufacturing and technology sectors. During his time as CEO, he increased sales from $250,000 to over $10.5 million using alliances, short-run production, and guerilla marketing tactics. He also led two successful acquisitions as well as launching a new patented product.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Conflict Resolution
  • Goal Setting and Accountability
  • Having Difficult Conversations

 

Revenue Experience

  • Under $10 million
  • $10-49.9 million

Jack Bragin

Jack has over 25 years of experience as a CEO in a diverse industry group ranging from early stage, privately held entities as well as large, public companies. He is a Big 4 CPA and MBA with extensive experience in investment as well as business development.

He brings a robust array of skillsets regarding staff selection, recruitment, and organizational psychology gained whilst leading one of the largest recruitment consultancies in the world.

Jack has been instrumental in successfully securing highly lucrative exits facilitating several successful exits including via IPO, raising over $1.5 billion, as well as multiple M&A deals, and working with private equity groups on privately held sales.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Conflict Resolution
  • Financial Strategies
  • Goal Setting and Accountability
  • Having Difficult Conversations

 

Revenue Experience

  • Under $10 million
  • $10-49.9 million
  • $50-99.9 million
  • $100-999.9 million
  • $1 billion +

John Burch

John has vast experience as a CEO and executive where he came into a family-owned manufacturing company and transitioned the company’s culture into a collaborative team environment. During his tenure he successfully grew revenue by 38%, increased EBITDA from 3% to 11% and led the company into a successful acquisition.

Areas of Specialty

  • Strategy
  • Leadership Team Alignment
  • Goal Setting and Accountability
  • Having difficult conversations

 

Revenue Experience

  • $10-49.9 million
  • $50-99.9 million
  • $100-999.9 million

Scott Campbell

Scott’s vast history as a COO and management consulting partner in organizational operations spans more than three decades and across four continents. Through his experience Scott has overseen a wide variety of disciplines including talent development, operational execution, product innovation, strategy, business development, relationship management and project delivery results achievement.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Conflict Resolution
  • Goal Setting and Accountability
  • Having Difficult Conversations
  • Sustaining Innovation
  • Communication Skills

Revenue Experience

  • $10-49.9 million
  • $100-999.9 million

Bill Carroll

Bill has more than a decade of executive leadership experience within an international organization, including a final stint as CEO, growing profitability and market share during volatile economic shifts, ownership changes, and mergers. Following his executive leadership, Bill has more than 20,000 hours of coaching experience, helping guide executive teams on building their capabilities to better deal with their next set of challenges.

Areas of Specialty

  • Strategy
  • Financial Strategies
  • Leadership Team Alignment
  • Having Difficult Conversations

 

Revenue Experience

  • $50-99.9 million

Jeff Dawson

Jeff has been a senior executive, member of the C-Suite and CEO for more than 25 years. Throughout his career he has worked for Fortune 500 companies and start-ups. He’s overseen launching companies out of research and development phases to leading them through strategic exits. His experience allows him a unique perspective and expertise on strategy, investment management, asset management, and business development.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Conflict Resolution
  • Financial Strategies
  • Goal Setting and Accountability

 

Revenue Experience

  • Under $10 million
  • $10-49.9 million

Mark Debinski

Following a 20-year career as a non-family executive a family-owned business, Mark is now an accomplished trainer and consultant. Mark’s work focuses primarily on strategy and succession, working with several multi-generational family business owners as they plan and then carry out generational transfer of leadership and often ownership.

Areas of Specialty

  • Strategy
  • Leadership Team Alignment
  • Family Businesses
  • Succession Planning
  • Goal Setting and Accountability

 

Revenue Experience

  • Under $10 million
  • $10-49.9 million
  • $50-99.9 million

Michael Heald

Michael has served in the C-Suite for more than 20 years and has held CEO, COO, and CFO positions providing him a well-versed overview of operational management. Throughout his career he has overseen technological development, recruitment pushes, strong profit growth through both new business models and new acquisitions, and large-scale sales growth going from a couple states to a national level.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Conflict Resolution
  • Financial Strategies
  • Goal Setting and Accountability
  • Having Difficult Conversations
  • Team Culture
  • Mergers & Acquisitions
  • Fundraising & Investor Relations
  • Sustaining Innovation
  • Communication Skills

Revenue Experience

  • Under $10 million
  • $10-49.9 million
  • $50-99.9 million

Josh Hinerfeld

Josh has more than 15 years of experience in the role of CEO and now serves as a board director. During his stints as CEO, he saw exponential growth in revenue, built out leadership teams, oversaw the establishment of ESOP, implemented rigorous operation plans, and grew business relationships and partnerships.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Financial Strategies
  • Goal Setting and Accountability
  • Having Difficult Conversations
  • Family Businesses
  • International Businesses
  • PE-Backed Businesses
  • ESOP/Employee-Owned Businesses
  • Succession Planning
  • Team Culture

Revenue Experience

  • $50-99.9 million
  • $100-999.9 million
  • $1b+

Russ Howard

Russ served as a founder and CEO for nearly 20 years. Prior to becoming a CEO, he held a Vice President role within a Fortune 500 company. Through his unique combination of entrepreneurship expertise and traditional corporate leadership, he can guide CEOs and their teams to identify new growth opportunities and quickly solve their most pressing challenges.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Financial Strategies
  • Goal Setting and Accountability
  • Team Culture
  • Sustaining Innovation
  • Communication Skills

Revenue Experience

  • Under $10 million
  • $10-49.9 million
  • $50-99.9 million
  • $100-999.9 million
  • $1b+

Greg Kaufman

Greg was a senior executive and CEO for more than 30 years. His experience saw him dramatically expand sourcing and supplier network, lead a successful business divestiture, redesign a production model to expand capacity, double sales to $65 million, oversee 950,000 square feet in facilities, and introduce processes like a one-page strategic plan, cashflow modeling, integrated pipeline, and sales forecasting.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Goal Setting and Accountability
  • Having Difficult Conversations
  • Family Businesses
  • Team Culture
  • Downsizing
  • Communication Skills

 

Revenue Experience

  • $10-49.9 million
  • $50-99.9 million
  • $100-999.9 million

Debra Kelly-ennis

Debra’s career has led her through executive positions ranging from marketing and operations to president and CEO. She currently serves on the board for public and private companies, sitting on governance, innovation, audit, and compensation committees. Her experience provides a global perspective of building and managing profitable international businesses.

Areas of Specialty

  • Strategy
  • Operations
  • Having Difficult Conversations
  • Succession Planning
  • Team Culture
  • Sustaining Innovation

Revenue Experience

  • $1 billion +

Robin Norris

Robin has over 25 years of C-Suite experience, part of which was spent serving in Hong Kong and over half of which he served as CEO, where he turned the company from loss to profitable in the first two years of his tenure. Throughout the rest of his time, he oversaw dramatic increases at the company growing revenue from $297 million to $920 million and increasing profits 14% CAGR, while also opening two new international offices. 

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Conflict Resolution
  • Team Culture
  • Financial Strategies
  • Goal Setting and Accountability
  • Having Difficult Conversations
  • Communication Skills
  • International Business
 

Revenue Experience

  • Under $10 million
  • $100-999.9 million
  • $1 billion +

Brian Olsen

Brian has led mid-sized manufacturing and technology companies, with experience leading through an IPO. In the roles of CEO and CFO, he has developed business intelligence systems, processes, analysis and provided capital structure for companies to continue to disrupt traditional business models and provide industry leadership and growth.

Areas of Specialty

  • Strategy
  • Leadership Team Alignment
  • Conflict Resolution
  • Financial Strategies
  • Goal Setting and Accountability

 

Revenue Experience

  • $10-49.9 million
  • $50-99.9 million
  • $100-999.9 million

Sheryl Riggs

Sheryl is an experienced CEO with a focus and expertise on operations, technology, human resources and finance. She’s served at local, state-wide, and national non-profits during her career. Throughout her tenure, she has been able to connect with employees and stakeholders alike by connecting the dots of purpose, strategy and tactics.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Conflict Resolution
  • Financial Strategies
  • Goal Setting and Accountability
  • Having Difficult Conversations
  • International Business
  • Succession Planning
  • Team Culture
  • Fundraising/Investor Relations
  • Sustaining Innovation
  • Communication Skills

Revenue Experience

  • Under $10 million

Juergen Rochert

Juergen served 10 years as a country manager and another 16 years as CEO during his successful career within a global financial organization, where he served in the U.S., Mexico, Canada, Germany, and Australia. Through his leadership experience he has formed high-performance diverse leadership teams, achieved record financials and profitability, and developed successful, trusted business relationships and partnerships. Following his time as CEO, Juergen has spent the past few years as an executive coach and trusted advisor, focusing on aligning leadership teams and helping his clients create win-win relationships with their clients, suppliers, and other stakeholders.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Financial Strategies
  • Having Difficult Conversations
  • International Businesses
  • Team Culture

Revenue Experience

  • $50-99.9 million
  • $100-999.9 million
  • $1b+

Bart Shuldman

Bart served as CEO for nearly 30 years. During his tenure, where he led the company’s IPO, he oversaw the company’s strategic direction, global expansion, and technological innovation while strengthening financial oversight, executing sound governance and launching the companies DEI and ESG initiatives.

Areas of Specialty

  • Strategy
  • Financial Strategies
  • IPO Preparation
  • Operations
  • Fundraising/Investor Relations
  • Sustaining Innovation
  • Leadership Team Alignment
  • Team Culture
  • Goal Setting and Accountability

 

Revenue Experience

  • $50-99.9 million
  • $100-999.9 million

Mark Terrill

Mark has served as an executive and CEO for more than a decade. Mark has the unique understanding and commitment to get new business up and running successfully while restoring or developing a culture for success. Through his experiences he has enhanced global business development and licensing, executed innovation, secured financing and investment, and built strong business relationships and partnerships.

Areas of Specialty

  • Strategy
  • Operations
  • Leadership Team Alignment
  • Conflict Resolution
  • Financial Strategies
  • Goal Setting and Accountability
  • Having Difficult Conversations

 

Revenue Experience

  • Under $10 million
  • $10-49.9 million
  • $50-99.9 million
  • $100-999.9 million

Lindsey Weigle

Lindsey’s passion for people and organizational development is shown in her development and delivery of leadership programs, workshops, group training, and one-to-one coaching. From training a group of 80+ United States Army Colonels in emotional intelligence to delivering a Dynamic Communications keynote to 300 hospitality conference attendees on the big stage, down to one-to-one coaching, Lindsey engages people, bringing folks naturally to a state of trust and eagerness to engage, to learn and to develop.

Areas of Specialty

  • Strategy
  • Leadership Team Alignment
  • Goal Setting and Accountability
  • Team Culture
  • Communication Skills

Revenue Experience

  • $10-49.9 million
  • $50-99.9 million
  • $100-999.9 million
  • $1 billion +
Roundtable

Strategic Planning Workshop

1:00 - 5:00 pm

Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process

Executives expressed frustration with their current strategic planning process. Issues include:

  1. Lack of systematic approach (70%)
  2. Laundry lists without prioritization (68%)
  3. Decisions based on personalities rather than facts and information (65%)

 

Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns.  They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning.  Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process.  This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented.  If you are ready for a Strategic Planning tune-up, select this workshop in your registration form.  The additional fee of $695 will be added to your total.

To sign up, select this option in your registration form. Additional fee of $695 will be added to your total.

New York, NY: ​​​Chief Executive's Corporate Citizenship Awards 2017

Women in Leadership Seminar and Peer Discussion

2:00 - 5:00 pm

Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations. 

Limited space available.

To sign up, select this option in your registration form. Additional fee of $495 will be added to your total.

Golf Outing

10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS

General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.

The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.

To sign up, select this option in your registration form. Additional fee of $295 will be added to your total.