Center for Leadership and Innovation instructors are not only engaging teachers, but renowned researchers, practicing professionals, consultants and authors as well.
Jane Harrison Bradley
Jane Harrison Bradley is a senior partner at Harrison Bradley Associates, a firm specializing in personalized learning and development solutions for business organizations and schools.
Jane has more than 15 years’ experience as a leader in organizational development and training, applying performance improvement frameworks such as the Malcolm Baldrige Criteria. She also draws upon years of experience working as a nurse and health educator in a wide variety of medical settings.
She successfully led a multi-year performance improvement initiative at Blue Cross and Blue Shield of Vermont. In 2008, the initiative was recognized by the Vermont Council for Quality, receiving a Governor’s Award for Performance Excellence.
In working with adult learners, Jane uses a consultative approach to develop personalized learning that increases knowledge and improves performance. She specializes in performance management and leadership coaching.
Jane has an undergraduate degree from Johnson State College. She is a curious life-long learner, singer and fiction writer.
Joe Candido has over 26 years of experience in sales, marketing, consulting, technology, and advanced training methods. Joe is a consultant who works with his clients to develop competitive differentiation in their market place, and then build both strategic and tactical sales and marketing plans which leverage that differentiation.
Throughout Joe’s career he has worked with wide range of clients and industries, often creating in-depth, multi-year programs. Joe has worked with several multi-national corporations, regional companies, and nonprofits. He has in-depth expertise in:
- creating intellectual property
- manufacturing, eCommerce
- health care
- telecommunication and
- Information Technology
Joe owned and operated an IT consulting firm, held positions of Director of Sales, and VP of Sales and Marketing, VP of Innovation, worked with leading research and advertising firms, and delivered a wide range of technical and executive training programs, some which have been accredit by ACE and Champlain College.
Joe recently built and implemented a sales and marketing plan for a manufacturing firm that drove sales from $20MM to $30MM in 3 years during which time profits increased by 850%. He then positioned the company for a very successful acquisition. He served as a director of Hill Associates, Inc.’s Board of Directors for 3 years. He also consults/coaches with several executives on an individual basis.
Joe has been trained in adult learning and several sales methodologies and often includes their Principles when creating custom sales performance improvement programs for his clients. Joe graduated from the State University of New York College at Plattsburgh with a BS in Business Management.
Bruce Chadbourne, PMP, PgMP, PMI-RMP, is an instructor for PMCentersUSA with more than three decades of experience in engineering project and program management. Bruce has an extensive history in independent assignments, providing support to executive management in technical domains including: shipyard and industrial environments, nuclear engineering, chemistry, software and hardware engineering, information technology, government and military sensors and communication systems.
Bruce’s extensive career in project management began with the U.S. Navy serving as an officer in ADP, Surface Warfare, and Nuclear Engineering. While serving in the U.S. Navy, Bruce worked on requirements management, risk management, software engineering, project management and CMMI. Bruce served as an independent NAVAIR/NAVSEA technical representative at IBM for the development of LAMPS MKIII Helicopter Avionics and Shipboard Electronics projects. Working as a Senior Software Designer for GE Aerospace (now Lockheed Martin), Bruce coordinated the process, tools, methods and metrics utilized by over 300 software engineers on the AN/BSY-2 Submarine Combat System in a CASE-intensive UNIX workstation network.
More recently, Bruce has been actively presenting project management and risk management curriculum associated with the Project Management Institute, with a specialization in Earned Value, Business Requirements Analysis (UML/OOA) PRINCE 2, Estimating Techniques, Critical Path, and Critical Chain Scheduling techniques. Bruce has lectured on business analysis, requirements management, system testing, and Agile project management techniques. He is an honors graduate from Cornell University with a Bachelors Degree in Chemistry. Furthermore, he has achieved top Navy academic achievements and service qualifications.
Annmarie Curley is a senior project management consultant with over 18 years Information Technology experience. She has extensive experience managing global teams and complex projects across financial, healthcare, and IT consulting services sectors. With hands-on experience of the full software development lifecycle, Annmarie promotes smart and effective use of process improvement, project management and software lifecycle methodologies and tools to ensure continuous improvement and best practices. She has a track record of focusing on high risk areas of a project or program, realigning projects that need rescuing, and delivering improved processes and technical solutions that result in tangible business value.
Annmarie has demonstrated experience assisting clients with strategic IT planning, project management, project risk analysis, business process improvement, business analysis, team leadership, organizational change management, project management best practices, and software development process improvement.
Originally from Ireland, Annmarie moved to Vermont in 2006 after spending 10 years in New York City. She enjoys all the outdoors activities that Vermont has to offer and can be found on the ski slopes with her family in the winter, and hiking or spending time on the lake in the warmer weather!
Annmarie has a BSc in Applied Computing from University of Ulster, Ireland.
Rocki-Lee DeWitt, Ph.D.
Rocki-Lee DeWitt is the former Dean and Professor of Management in the School of Business at the University of Vermont. She earned her Ph.D. at Columbia University in strategic management, her M.S. at The Ohio State University in Agricultural Economics and her B.S. in Marketing and Management at New York University. Prior to her arrival in 2002, Dr. DeWitt was the Associate Dean for Professional Masters Programs at the Pennsylvania State University. While at UVM, Dr. DeWitt has been responsible for hiring 15 of the school’s 27 tenure track faculty, played a leadership role in increasing the number of endowed faculty fellowships and professorships, and helped build a management development and executive education presence. Dr. DeWitt has received numerous teaching awards and has discussed teaching innovations at multiple national conferences. Her research on downsizing and restructuring has been published in top tier journals. Dr. DeWitt is a member of the Board of Governors of Beta Gamma Sigma, a member of the Board of Directors of Yankee Farm Credit (an ACA), and sits on various community boards including the Lake Champlain Chamber of Commerce and the Greater Burlington Industrial Council.
Connie Emerson, an instructor and consultant for PMCentersUSA, has over 30 years of practical experience in the field of Project Management, including projects in engineering and construction, manufacturing, information technology, retail, insurance and financial services. As a project management consultant, Connie has extensive experience optimizing project management within organizations through focused training, implementing best practices in project management, coaching project and program managers in client organizations, and facilitating client-specific planning and requirements sessions.
Some of the engagements Connie has led include the creation and optimization of Project Management Office services, along with development of processes and templates to meet an organization’s needs/governance model. She has also provided project manager coaching services including project plan evaluations, project re-planning support, and process reviews. In addition, Connie has supported project managers in the baselining of new initiatives and in the recovery of troubled projects. Connie also has demonstrated skills in the facilitation of team kick-off meetings and work sessions to develop project requirements, product design specifications and comprehensive project plans to ensure project success. Among the many clients Connie has worked with are Inland Steel Corporation, Nationwide Insurance, Liberty Mutual Insurance, L.L. Bean, and Albridge Solutions, formerly part of PNC.
Connie earned her Project Management Professional certification (PMP) in 1999. She earned her MBA degree from Purdue University’s Krannert School of Business in 1984, and holds a Bachelor of Science degree in Civil Engineering from The University of Delaware.
Karen has over 25 years of strategy, marketing, product development and research experience with leading traditional and non-traditional organizations. Karen is the University of Vermont, Vermont Business School Instructor teaching Strategic Marketing Management. Her career includes such notable companies as Procter & Gamble, Ocean Spray and Application, Inc., Stonyfield Farm, and Seventh Generation. She has also worked as a growth strategy consultant at CDI (now part of Mercer Consulting). As Vice President of Marketing at Stonyfield Farm and Seventh Generation, she developed and launched the two most successful product lines in the company’s histories and helped establish these companies as leading brands in their respective categories.
Karen also was co-founder and CEO of Coates Walker, Inc., a manufacturer of “green” cabinetry that served residential and commercial markets.
Karen is a board member of the Vermont Green Building Network, a member of the Vermont Sustainable Jobs Fund Peer to Peer network, and the marketing instructor for the Vermont Women’s Small Business Program. She is also the Director of the MBA Program in Sustainable Business and Associate Professor at Green Mountain College, and founder and president of her own marketing and sustainable business consultancy.
Karen earned her undergraduate degree from Dartmouth College, and her MBA degree from the Harvard Business School.
Ezra Hall is a senior engineer at IBM with over 25 years of electrical engineering experience and 14 years of project management leadership. Ezra applies a high degree of innovation in managing projects and solving both technical and business challenges with a results oriented approach.
Ezra manages complex semiconductor related projects and programs for commercial and government customers, spanning small to large engagements. Current responsibilities also include business process development and applying extensive contracting knowledge and skills to new bids.
Ezra has a B.S. in Electrical Engineering from UVM, is PMP certified, and holds 10 US Patents with an additional 6 pending.
Catherine Hamilton Ph.D.
Lecturer, UVM Business School and Health Care Management Certificate program
Director, Heath Care Management Certificate Program
Education: B.A. Bowdoin College, 1988; Ph.D. Robert Wagner School of Public Service, New York University, 2001.
Dr. Hamilton has worked in health care policy, management, finance and administration for 25 years in a variety of public, private and not-for-profit organizations. Her areas of expertise are in strategic planning, health care finance, health care reform policy and programs to expand health insurance coverage. Dr. Hamilton oversees strategic planning, health care reform, Medicare and individual markets and customer service for Vermont’s largest health insurance plan, Blue Cross and Blue Shield of Vermont. Prior to her position at BCBSVT, she worked as a regulator of health plans at the Mayor’s Office of Medicaid Managed Care in New York City. She is a part-time lecturer at UVM of Health Care Management and Strategic Planning in Health Care and serves as the Director of the Health Care Management Program.
Susan Hughes, Ph.D., CPA
Susan Hughes is an associate professor of accounting. She joined the UVM faculty in 2006. At UVM she teaches undergraduate accounting courses and the MBA Business Analysis and Consulting. Prior to joining the UVM faculty, Susan spent 17 years at Butler University where she taught financial and managerial accounting, and the MBA Integrative Capstone course. She also coordinated and taught in three, 14-week executive education programs designed to improve physicians’ business acumen, offered in conjunction with the Indianapolis Medical Society The results of her research have appeared in the Journal of Accounting and Public Policy, theJournal of Accounting Education, Strategic Finance, Management Accounting Quarterly, Credit and Financial Management Review, and the Journal of Leadership & Organizational Studies. Her co-authored paper on Intel’s finance function received the Institute of Management Accountants 2006 Lybrand Gold Medal and was selected by the International Federation of Accountants for inclusion in Articles of Merit Award Program for Distinguished Contribution to Management Accounting. She is the recipient of numerous teaching awards, and has designed and conducted executive education programs for the Vermont Business Center, Temple-Inland, Roche, Norwood Promotional Products, and various public accounting firms.
Charlie Jones, M.H.A
Manager – IS Project Management Office, Fletcher Allen Health Care
Interim Manager – Enterprise Imaging Team, Fletcher Allen Health Care
Education: B.A., University of New Hampshire, 1987; M.H.A. University of Minnesota, 1994
Charlie Jones has more than 20 years of leadership experience in academic health care. He has worked in the Dean of Students Office at the Yale school of Medicine, serving on the hospital board of the University of Minnesota Hospital and Clinic and in various management roles at Fletcher Allen Health Care.
Charlie has served in a variety of leadership roles in system and network development, quality improvement, Finance (as an interim CFO), medical group management/ ambulatory care operations and information services. For the last 10 years, Charlie has focused on the implementation and management of information systems that transform delivery of health services. Charlie enjoys the challenge of helping organizations make transformative and sustainable changes.
David Jones, Ph.D.
David A. Jones, PhD, is an Associate Professor of Management in the School of Business Administration at UVM. He is a passionate teacher who was honored to receive a University-wide teaching award in 2009 (the Kroepsch-Maurice Excellence in Teaching Award). At UVM David teaches undergraduate and MBA courses in leadership, organizational behavior, and sustainable business. He has also conducted numerous full-day workshops through the Center for Leadership and Innovation and elsewhere, providing training to over 650 executives, managers, and health care leaders in Vermont since moving here in 2004.
In his research David focuses on employees’ perceptions of fairness in the workplace and how they respond to these perceptions through cooperative and performance-oriented behaviors and various types of counterproductive workplace behaviors (e.g., wasting time, theft). David also studies how job seekers and employees respond to an employer’s socially and environmentally responsible business practices, focusing on explaining why they tend to respond positively to such practices. David is active in presenting his research, having authored and presented over 70 papers at scholarly conferences, as well as numerous invited presentations. David has published over 30 book chapters, peer reviewed articles and conference proceeding papers, including scholarly articles in top-tier academic journals such as the Academy of Management Journal and Journal of Applied Psychology, as well as the Journal of Organizational Behavior and Journal of Management where Dr. Jones also serves on their editorial boards.
David has worked with numerous for-profit and non-profit organizations, usually providing consulting services or reports based on data he collected for research purposes. For example, David recently worked in collaboration with Citizen Schools, a non-profit based in Boston. With assistance and support from three corporate partners (Google, Cognizant Technology Solutions, and Fidelity Investments), David studied employee volunteers who completed a Citizen Teacher Apprenticeship to mentor middle school youth over the course of three months, finding that the experience tended to enhance their work-related skills, attitudes and job behaviors. David also served for two years as Chair of the Board for a non-profit organization called the New Sudan Education Initiative (www.nesei.org) whose mission is to build secondary schools in South Sudan.
Julie Jones is a leader in health care informatics. A Clinical Informaticist Specialist at Fletcher Allen Health Care, she was one of the nurse leaders who championed the transition from paper-based charting to a fully integrated electronic health record at Vermont’s largest academic medical center. As Fletcher Allen began implementing the new system in 2008, she was at the forefront, serving on the Clinical Informatics Specialist RN staff.
As the chair of Sigma Theta Tau International (STTI), Honor Society of Nursing, Technology and Innovation Taskforce, Julie plays a global leadership role; as one of the founding members and co-leader of the first state chapter of the American Nursing Informatics Association, she is a local leader. In addition, Julie serves as president of the Vermont State Nurses’ Foundation, secretary for the Vermont State Nurses’ Association District One and programming chair for the Kappa Tau Chapter of STTI Leadership Succession Committee and Region 15.
Julie is an adjunct professor at the University of Vermont and a preceptor for undergraduate nurses at SUNY Plattsburgh College.
She has a bachelor’s degree in nursing from Rhode Island College and a master’s degree from the adult nurse practitioner program at UVM. Her master’s research focused on embracing the use of e-mail as a mode of mentoring new graduate nurses. In her free time, Julie volunteers for the hospice program and races cars with her husband as part of the New England Hillclimb Association.
Steve Kappel, MPA
Steve has been involved in health policy for over 25 years. He recently founded Policy Integrity. Formerly, he provided policy and fiscal analysis to the state legislature, focusing on health care issues. He has been Executive Director of the Vermont Program for Quality in Health Care and has worked for the Department of Banking, Insurance, Securities and Health Care Administration, Blue Cross, and the Department of Health. He received his MPA from UVM in 2003.
Tim King is one of three partners in the Tupelo Group, LLC. He provides an extensive base of experience having worked in various management and operational leadership capacities in the private sector and with clients nationally. He specializes in developing organizations and management teams in order to improve daily operational and strategic practices. This includes consulting and training in: process improvement systems, coaching teams to achieve assigned goals and projects, building leadership & supervisor competencies, and the application of quality management systems such as ISO9001 and the Performance Excellence Criteria (Malcolm Baldrige).
Tim has a master’s degree in Continuing Education and a master’s degree in Mechanical Engineering (MSME) from UVM. He is a RABQSA certified Quality management System Associate Auditor, ASQ Certified Manager of Quality & Organizational Excellence (CMQ&OE), and an ASQ Certified Quality Auditor (CQA).
He served from 2000-2008 as a national examiner for the Malcolm Baldrige National Quality Award, and served for the past four years as a Judge for the ASQ International Team Excellence Award (ITEA). He continues to serve as a Baldrige examiner for the State of Vermont Award for Performance Excellence.
Tim is certified to administer the Myers-Briggs Type Indicator, MBTI. He serves on several professional boards, including the Vermont Section of ASQ, and the Vermont Chapter of the American Society for Training & Development (ASTD).
Christopher J. Koliba, Ph.D. is the Director of the Master of Public Administration Degree Program and an Assistant Professor in the Community Development and Applied Economics Department at the University of Vermont (UVM). He possesses a Ph.D. and a Master of Public Administration degree from Syracuse University’s Maxwell School of Citizenship and Public Affairs. He is also presently serving as the Interim Director of the Office of Community-University Partnerships and Service-Learning at UVM.
An experienced workshop leader and group process facilitator, Chris routinely facilitates faculty development seminars relating to the integration of service into the curriculum at several colleges and universities, and offers workshops on themes relating to community partnership development and reflection. He also consults with schools and other organizations and networks, utilizing applied research and group development approaches to support organizational change and program evaluation efforts. He is married, father of three children, and lives in Central Vermont.
Kathy Letendre is a Partner at the Institute for Quality Advancement, where she coaches organizations and individuals in performance excellence transformation.
Before joining the institute, Kathy worked as Vice President of Planning and Organizational Excellence for Rutland Regional Medical Center. She led the organization’s transformative “journey to excellence,” which resulted in the Governor’s Award for Performance Excellence and Magnet designation for excellence from the American Nurses Credentialing Center.
Earlier in her career, Kathy was a consultant in Ernst & Young’s Healthcare Performance Improvement Group.
Kathy has a master’s degree in health services administration from the University of Michigan School of Public Health and a B.S. in engineering from Duke University. She completed a Management Fellowship at Mercy Health Services.
In addition, she is a member of the American College of Healthcare Executives and served on the Board of Directors of the Vermont Council for Quality. She presents at professional conferences on topics including organizational transformation, integrated management systems for performance excellence, strategic planning and customer relationship management. She has been recognized with an Award in Excellence from Rutland Regional Medical Center and as Ambassador of the Year from the Vermont Council for Quality.
Joe Lukas, Vice-President of PMCentersUSA, has over thirty years experience in project management encompassing project portfolio management, and international project management. His projects have spanned numerous industries including manufacturing, product development, information technology and construction.
Among his varied strengths, Joe has demonstrated expertise in scheduling, earned value analysis and risk management. He has published over 30 articles on various project management topics, and is regularly invited to be guest speaker for companies and organizations seeking to improve performance and meet strategic objectives through effective project management.
Joe is a Certified Project Management Professional (PMP®) and has been a member of the Project Management Institute (PMI®) since 1985. While living in Rochester, NY, Joe was very active with the PMI Chapter, serving in various positions including two terms as Chapter President. His efforts in growing the Rochester Chapter were recognized in 2001 when Joe was honored with an award for his outstanding contributions to the Chapter.
Early in his career, Joe received his Professional Engineer license following his graduation from Syracuse University where he earned B.S. degree in Chemical Engineering. He went on to become a Certified Cost Engineer (CCE) for the Association for the Advancement of Cost Engineering (AACE), and has served on the Genesee Valley Section Board in various positions including Section President.
Tim Lybarger is an instructor in the University of Vermont Professional Certificate in Leadership and Management and joined the Vermont Business Center Board of Advisors in 2004.
Tim is a Human Resource and Organizational Development professional with a total of eighteen years of hands on experience in results-focused line management roles in the small business environment, followed by thirteen years of providing HR performance solutions within the large corporate environment. In his corporate roles, he has functioned as a strategic business partner with business leaders at all levels to facilitate the design and delivery of interventions to solve problems and develop programs in support of enterprise-wide initiatives.
From 1998 to July of 2008 Tim held a position as Manager of Training and Development with Nestlé University, the Human Resource Development group for Nestlé USA. From that role he provided HR development and performance consulting services to Nestle organizations throughout North America.
Prior to Nestlé, Tim functioned as an organizational development consultant for Centerior Energy, an Ohio-based electric utility and as an internal change management consultant for ALLTEL Information Systems, a telecommunications software developer.
Tim’s education includes a B.A. degree in Business Management from Hiram College in Hiram, Ohio and a M.S. degree in Organizational Development and Analysis from the Weatherhead School of Business at Case Western Reserve University in Cleveland, Ohio.
He holds additional certifications in the areas of: Personal Leadership, Time and Project Management, Effective Interpersonal Communications, Principled Negotiation Skills, Team Effectiveness, Personal Style Preferences, and 360 degree Feedback Instruments.
Originally from Cleveland, Ohio, Tim moved with his wife, Linda, and son, Adam, to Vermont in April of 2003.
Professor Barbara McIntosh has been actively involved in examining aging labor force issues for over 25 years. She is a professor in the School of Business Administration at the University of Vermont where she teaches human resources management, organization behavior, and a course on aging and employment. She is also Associate Director for Policy of the University of Vermont’s Center on Aging. She has been honored by being named a Fellow of the Association for Gerontology in Higher Education (AGHE) in 2001 and a fellow of the Gerontological Society of America (GSA)in 2010.
Dr. McIntosh received her Ph.D. in Administrative Sciences from Purdue University; her M.L.I.R. in Collective Bargaining from Michigan State University; and her B.S. in Communications from the University of Illinois, Champaign-Urbana.
Jen Mincar is an independent consultant specializing in IT project management. She divides her time equally in the field and in the classroom. Jen currently manages large-scale, enterprise wide software implementations and upgrades. She also teaches technical and project management classes across New England for manufacturing and marketing companies with sales from $500M-$2B+.
She has in-depth expertise in IT Strategic Planning, Project & Program Management, Procurement Management, Technical & Project Management Training and Team Leadership.
In 2010, Jen spoke at the PMI Champlain Valley Chapter meeting, the VT Women’s Business Owners Chapter meeting, and the Vermont Consultant Network meeting. Prior to becoming a consultant, Jen worked for IBM as a programmer and manager for ten years and then for Burton Snowboards as the Global IT Director for two years. She also owns and operates an entrepreneurial business called Office Squared, a co-working space in Burlington, VT.
She has a BA in Computer Science & Math from SUNY-Potsdam, an MBA from Binghamton University, and is PMP certified.
Meg H. O’Donnell
Meg H. O’Donnell is Director of Government and Community Relations and Assistant General Counsel for Fletcher Allen Health Care.
In addition to her work at Fletcher Allen, Meg is an adjunct professor at the UVM Department of Community Development and Applied Economics, where she has been co-teaching a graduate-level course on health care policy since 2001. She also teaches a course on health financing and policy for the UVM College of Medicine.
Meg has lived and worked in Vermont since 1988, when she moved here from New York City to clerk for Justice Ernest W. Gibson III of the Vermont Supreme Court. She practiced law in Burlington for several years, leaving in late 1992 to become counsel to the newly formed Vermont Health Care Authority. She spent the next seven years working for the authority and its successor, the Division of Health Care Administration, helping develop health policies and oversight programs.
A graduate of the 2001 class of the Snelling Center for Government’s Vermont Leadership Institute, Meg also serves as a faculty member for the institute’s annual session on health care.
She currently serves on the boards of Vermont Nurses in Partnership Inc., the Community Health Centers of Burlington, the Snelling Center for Government and the New England Federal Credit Union. She served on the Vermont Board of Bar Examiners for 14 years, including five years as chair.
Meg has a B.A. from Oberlin College and an M.A. from Columbia University. She graduated magna cum laude from New York Law School.
Betty Rambur, Ph.D., RN
Professor of Health Policy and Nursing
2000-2009 Dean, College of Nursing and Health Sciences
University of Vermont
Education: BS, University of Mary, 1978; FNP Certificate, University of North Dakota, 1981; MS, Rush University, 1988; PhD, Rush University, 1991; Fellow, American Council on Education, 2007-2008.
Dr. Rambur is a professor of nursing, and founding Dean of the College of Nursing and Health Sciences at the University of Vermont. She led the effort to establish a leadership role for the college with an emphasis on addressing critical health care workforce needs at the state and regional levels within a context of international impact, aspirations for educational and research preeminence, and fiscal restraint. As dean, Dr. Rambur was responsible for all educational, research, outreach, and financial and fund-raising matters of the college. She maintains an active program of research that focuses on the health professional workforce, health services, and health policy. She is a past member of the Board of Trustees of Fletch Allen Health Care, and served as the Chair of the Quality Committee of the board as well as a member of the Finance Committee. From 1991-1995 she led the health finance reform effort in the state of North Dakota. Dr. Rambur is an active teacher in both online and classroom venues.
Merryn Rutledge, Ed. D
Merryn works with clients throughout the country and in all sectors, advising on management challenges and change projects, guiding strategic planning, creating employee development programs, and working with Boards of Directors. Merryn does this work as Principal of ReVisions LLC, an organizational development firm in Burlington, Vermont. Speaking about her work, Merryn says, “I enjoy collaborating with organizational leaders to anticipate and meet challenges and opportunities, plan, and guide change initiatives that help people and organizations grow.”
Paul Travers is a Senior Instructor and Consultant for PMCentersUSA. He has over twenty-five years of experience in project and program management with global and domestic financial services organizations, as well as with the U.S. Navy. Paul is a commissioned Officer and Veteran who served as Lieutenant Commander of Intelligence for the Office of Naval Intelligence (ONI). He also has demonstrated experience in implementing Global Project Management Offices (PMO), leading executive program steering committees, and managing large, multi-functional resources to achieve business objectives on time and on budget.
During his early career between 1991 and 2001, Paul managed increasingly complex technology projects for a number of organizations including Merrill Lynch Insurance Group in Plainsboro, NJ, Prudential Financial Services in Iselin NJ, and Morgan Stanley Dean Witter Asset Management in New York City. From 2001 to 2008, Paul served in various capacities for Merrill Lynch & Company including Program Manager for a $22M Anti-Money Laundering initiative and a $30M Finance Globalization initiative. In addition, Paul was responsible for serving as the Corporate Technology Program Office Director managing a $65M development and support budget. In this capacity, he implemented a maturity level 3 PMO in under 6 months. He went on to head up the Global Private Client Services area as Program Office Director where he was responsible for a $75M Client Experience Data Program. From 2006-2008, Paul functioned as the Global Head of Program Management for Merrill Lynch supporting 7 divisions and 2,200 global personnel along with managing a budget in excess of $500M. In this role he designed and executed a standardized career training and certification process.
From 2008 to 2010, Paul served as Managing Director of Information Technology and Client Service Operations reporting to the Chief Operating Officer at TD Ameritrade. In this role Paul was responsible for Project & Program Management activities including project portfolio management and project life cycle controls. He also worked for JP Morgan Chase as Senior Vice President for Home Lending Business Services where he managed a cross functional team responsible for managing projects and programs to increase operational efficiencies in support of the Home Lending lines of business. Currently Paul is serving as Managing Director of Enterprise Technology Services, reporting to the Chief Technology Officer at TD Ameritrade, and is leading Program, Process and Risk Management initiatives. In this capacity, Paul designed and implemented IT Service Management (ITIL) processes in order to scale and optimize resource utilization as well as minimize expense and provide controlled exception processing.
A member of the Project Management Institute (PMI®), Paul is a PMI certified Project Management Professional (PMP®). He received his Bachelor of Arts from Rutgers University and has served in various leadership roles for the PMI New Jersey chapter, including Judge for PMI NJ Project of the Year and PMP Test Preparation Instructor. He is also a frequent presenter at PMI Global Congress, and is ITIL version 3 Foundation Certified.
Alexandra Tursi is social media strategist for Fletcher Allen Health Care in Burlington, VT. She is the former Director of Social Media at Kelliher Samets Volk, a marketing communications agency, where she worked for 5 years with clients in the energy, public health, higher education and sustainability spaces including Concept2, Crane & Co., Efficiency Vermont, Jeffrey Hollender Partners, Mercy College, National Grid, Vermont Department of Health, Vermont Student Assistance Corporation, Vtrim, and University of Vermont Continuing Education.
She has lead social media workshops and lectures for organizations including Cornell University, University of Vermont and Champlain College as well as Burlington Social Media Day, Burlington School District, WCAX-TV, Vermont Department of Health, Vermont Specialty Food Association, Intervale Center and Vermont Fresh Network. She is a social media columnist for The Burlington Free Press and WCAX-TV.
Her awards include the 2012 Silver Bell Award for Excellence in Crisis Communications from the Publicity Club of New England, the 2010 Summit Award for Excellence in Social Media, and the 2010 Rising Star Award from Vermont Business Magazine.
Alexandra graduated from Cornell University in 2005 with a bachelor’s degree in Government. She is currently pursuing her Masters in Public Administration at University of Vermont where she is focusing on the intersection of public health and technology. Learn more at http://www.linkedin.com/in/alexandratursi
John H. Wallace
John H. Wallace has been a health care attorney for 14 years and has been the Chief Compliance Officer for Rutland Regional Medical Center since 2006.
Before working at Rutland Regional, John worked in the Compliance Department at Fletcher Allen Health Care and as an Assistant Attorney General for the state of Vermont.
John has been a frequent speaker at national and regional compliance conferences and webinars. He is a chapter author of The Health Care Compliance Professional’s Manual, published by Wolters Kluwer Law and Business.
John is a 1998 graduate of Vermont Law School. He has a master’s degree from Johns Hopkins University and a bachelor’s degree from St Lawrence University.
Dan Wetzel is an experienced Senior Project Manager in IT Operations at IBM. He manages a dynamic portfolio of Global application development teams for IBM’s manufacturing operations systems. These projects require knowledge of software development, manufacturing, supply chain, logistics, quality and testing services, B2B and web based applications. His key skills include project and program management, communications, negotiation, team leadership, collaboration, creative problem solving, and customer responsive. He is Agile & Lean Six Sigma proficient. His Project Management certifications include IBM Certified Senior Project Manager, PMP and Standford Advancement Project Management. Dan received a PhD in Neuroscience and Psychology from Princeton University and has taught at the University of Pennsylvania Medical School and Cornell University.