Category Archives: Business: Executives

News for Business Executives, current, trending, fresh , Press Releases about whats currently happening in the Business Place for executives.

LearningMate Appoints Stephanie Sullivan as Associate Vice President of Corporate Learning Solutions


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We are excited to have Stephanie join our team. With her background in both custom learning solutions and corporate learning and development functions, Stephanie is uniquely positioned to help us bridge the gap between education and employment.

LearningMate Solutions, a leading provider of Learning and Development solutions for the Corporate, Higher Education and K-12 learning communities, announced the appointment of Stephanie Sullivan as Associate Vice President of its Corporate Learning Solutions division.

Stephanie will lead LearningMate’s efforts to help organizations rethink and digitally transform their learning and knowledge enablement processes. She will focus on unifying LearningMate’s Learning and Development solutions and enterprise data practice with adjacent knowledge and content streams such as performance management, helpdesk, and support functions.

LearningMate’s Corporate Learning Solutions division addresses the unique challenges of freeing enterprise content from siloed containers and re-engineering it to flow through the many different business processes and contexts that are dependent on timely knowledge enablement for success. Building on the company’s 19 years of experience in Higher Education solutions, the Corporate Learning Team actively works to bridge the talent supply and demand gap between institutions and employers.

Mohit Bhargava, LearningMate’s Chief Strategy Officer said, “We are excited to have Stephanie join our team. With her background in both custom learning solutions and corporate learning and development functions, Stephanie is uniquely positioned to help us bridge the gap between education and employment.”

Prior to joining the LearningMate team, Stephanie worked with enterprise L&D organizations to meet business needs by addressing the skills and knowledge of their adult learners. She began her career in consumer reference publishing helping people acquire the knowledge they needed to improve their personal and professional lives. Over the course of her career, she transitioned to working with corporate learning and development teams where she found herself most motivated and excited by challenges at the intersection of instructional design, learning technology consulting and knowledge enablement.

About LearningMate Solutions, Inc.

LearningMate is an enterprise learning and development solutions company that is focused on the unique challenges of content mobility. By freeing enterprise knowledge from restrictive containers, and enabling its streamlined flow through learning and performance support processes, LearningMate creates new opportunities for growth, performance, and success. This same approach has powered LearningMate’s success in the education enterprise where the company has helped publishers, schools, and universities develop unified content strategies for both traditional and innovative degree and certification programs.

With six consulting offices in the United States, the United Kingdom, Canada and India, LearningMate serves a global clientele of education publishers, EdTech companies, K-20 schools, universities and colleges, government education agencies, foundations, corporate learning departments and education consortia.

If you would like more information about this release or would like to schedule an interview, please contact Taya Bures at 605.838.8108 or via email at taya.bures@learningmate.com.

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See Tree3 Discuss Their Revolutionary Way for Anyone to Create a Customized Online Store


Worldwide Business with kathy ireland® and Tree3

Worldwide Business with kathy ireland® is pleased to announce an exclusive interview with Tree3 President & CEO Craig Peus to discuss their free online marketplace platform that enables individuals and entities to create fully-customizable online stores.

Worldwide Business with kathy ireland® is pleased to announce an exclusive interview with Tree3 President & CEO Craig Peus to discuss their free online marketplace platform that enables individuals and entities to create fully-customizable online stores.

Tree3 is a revolutionary e-commerce platform that allows anyone the opportunity to launch a free online store and earn commissions by selling merchandise fulfilled and shipped by third party retailers and brands. Without the burden of having to manage inventory, warehousing, shipping and returns, store owners on the Tree3 platform participate risk-free in the rapidly growing e-commerce movement. Stores are launched in seconds, and store owners are able to personalize their storefront and curate their product offerings by selecting merchandise from Tree3’s marketplace that already hostsover 50 million products and hundreds of brands. Store owners earn a cash commission on every transaction as high as 20% of retail. Users that purchase on a store “powered by Tree3” can purchase items from multiple online retailers and brands with a single click and are not redirected at checkout, offering a pleasant and seamless online shopping experience.

Peus said that it’s easy for anyone to make money with Tree3, whether they are individuals, influencers or businesses seeking to boost revenue or non-profit organizations, such as schools, looking to raise funds. “The retailers and brands in our marketplace pay a commission on every transaction and those fees are split with the store owners” he explained. “Our platform is a true win-win for retailers and store owners alike. Retailers and brands promote their merchandise on a large and fast-growing marketplace at no risk, agreeing only to pay a commission when an item is purchased. And store owners earn simply by driving transactions and pay no fees to participate.”

For more information about Tree3, visit Tree3.com and tune in to Fox Business Network as sponsored content on Sunday, March 1, 2020 at 1:00pm EST.

About Worldwide Business with kathy ireland®

Worldwide Business with kathy ireland® is a weekly half-hour show featuring global executives sharing their business insights and framing the opportunities shaping their industries. Hosted by a business mogul, Kathy Ireland interviews some of the brightest minds in business today. The show broadcasts on Fox Business Network as part of their sponsored content line up and globally on Bloomberg Television. Worldwide Business with kathy ireland® extends beyond the weekly on-air program with digital content delivered on various video platforms and across social media.

Visit http://www.wwbki.com for detailed airing schedules or check local listings.

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Flybits Expands Globally in Preparation for a Year of Rapid Growth


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“Digital experience design is an evolving science. Our platform powers it, our people create it, and banks are able to build deeply meaningful relationships with their customers as a result of it,” said Dr. Hossein Rahnama, Founder and CEO, Flybits.

Flybits, the first contextual experience design platform for the financial sector, announces the global expansion of its executive team in New York, Toronto, UK, and Dubai as the company prepares for another year of high growth. This recent round, made from late 2019 to early 2020, includes the appointment of new executive leaders and industry experts who will join existing senior leaders in spearheading growth and innovation across engineering, product, operations, and partnerships. Over the past year, Flybits has experienced a nearly 70% increase in growth and was named one of Canada’s 50 Fastest Growing Technology Companies by Deloitte.

“Digital experience design is an evolving science. Our platform powers it, our people create it, and banks are able to build deeply meaningful relationships with their customers as a result of it,” said Dr. Hossein Rahnama, Founder and CEO, Flybits. “The pace at which we are scaling our company in the face of increasing demand around the globe is a clear proofpoint that banks are recognizing the need for massive digital transformation.”

The executive appointments include:


  • Gerti Dervishi, Chief Growth Officer: A founding member of the Flybits team, Dervishi has led a number of areas including customer success, strategy, and international partnerships, working with some of the world’s leading financial services brands. In his new role, he will be working across the organization with a focus on optimizing growth for all key segments. Prior to Flybits, Gerti honed his skills at leading organizations such as CIBC and IBM. Dervishi holds a B.Sc. in Engineering from the University of Ottawa, an MBA from Ryerson University, and a Masters in Management Finance from Harvard University.
  • Brian Jamieson, Chief Operating Officer: During his career, Jamieson has held a variety of roles, including COO of Lone Wolf Technologies and SVP of Operations with HighJump Inc. His focus at Flybits is managing and optimizing the day-to-day operations while ensuring the company scales up to deliver an exceptional customer and partner experience. Jamieson holds a Bachelor of Commerce degree from Carleton University as well as an MBA from Queen’s University.
  • Hannah Yardley, VP, People & Organizational Design: After a decade advising Fortune 500 clients on how to best solve their toughest talent challenges, Yardley joined the Flybits leadership team to scale its growth journey, while continuing to make the organization a hive for great talent in Toronto and across the globe. Yardley holds an honours degree from the Richard Ivey School of Business and an MBA from the Schulich School of Business.
  • Deborah Beatty, VP, Partnerships: Before Flybits, Beatty was at Apple in Dubai, as Head of Strategy for the Middle East & Africa, driving the company’s long term plans for the region. As Flybits’ new VP of Partnerships, Beatty is focused on growing and fostering the company’s partnerships with technology and consulting firms. Beatty has a BA from Princeton University and an MBA from INSEAD.
  • Mark Reeves, Managing Director, Europe: As Flybits’ Managing Director of Europe, Reeves is responsible for guiding regional growth and cementing the status of Flybits in the market. Prior to joining Flybits, he was part of the leadership team at Capco, supporting their offices in London and New York through rapid growth. Reeves has an MA from the University of St. Andrews.
  • Amir Yazdanpanah, Managing Director, MEA: With Flybits, Yazdanpanah is establishing a presence and position in the market to drive awareness and growth. An entrepreneurial IT executive, Yazdanpanah has held CEO, COO, and CIO positions in the US, UK and UAE, and founded a telecom software company, Telarix, in 1996. After moving to Dubai in 2011, he became COO of Voicetrust, an international identity and digital payment solutions provider. Yazdanpanah holds a BSc from the University of Sussex and an MBA from the Cranfield School of Management.
  • Aaron Booth, VP, Mid-Market Sales: Booth worked at GE Capital for 5 years in mid-market corporate finance in both a sales and risk capacity and managed partnerships with leading global equipment manufacturers prior to joining Flybits. In this role, he is driving revenue, building and managing sales and business development teams, and executing strategy for Flybits. Booth holds a BBA in Information Systems from Cape Breton University and an MBA in Finance from Dalhousie.
  • Nabeel Batlay, VP, Financial Services: Batlay joins Flybits having previously held leadership roles at ABN AMRO, RBS, Barclays, and HSBC. His mandate as VP is to solve business challenges faced by banks using the Flybits platform, and co-create customer-centric innovation. Batlay holds a BBA/BSC in Corporate Finance and Information Systems from the Ross School of Business, University of Michigan.
  • Jeremy Pallant, VP, Financial Services: Pallant has held executive roles at Scotia Bank and MATU Insights. His focus at Flybits is on optimizing engagement and value with enterprise-level financial institutions in Latin America. He holds a B.A (Hons) in Economics & Business Management Sciences at Carleton University and has taken post-graduate studies at the University of Toronto, Harvard University and Adolfo Ibañez University in Santiago, Chile.
  • Jason Davies, VP, Enterprise Innovation: As Mastercard’s former Head of Digital Payments and Labs in Canada, Davies is leveraging next-generation platforms and technology to solve Flybits customers’ business problems and create new growth opportunities for the company. Davis holds Hons. B.A.s in Psychology and Economics from McGill University and McMaster University and an MBA from the University of Windsor.
  • Matthew Singleton, Director, US Enterprise Solutions: Singleton joined Flybits to grow the New York office and work with clients to transform their ability to deliver 1:1 contextualized customer engagement. Prior to Flybits, his client work included Barclays, Morgan Stanley, Merrill Lynch, American Express, and JPMorgan. Singleton holds a BA in Economics from Dartmouth College and an MBA from Columbia Business School.


“Fresh off the heels of a stellar year of growth and opportunity, Flybits is looking to maintain that momentum by continuing to make investments in our product, partnerships, and people,” said Rahnama. “I’m really excited to work with my team, to grow and expand the business in 2020 and beyond.”

Flybits has made significant advances in its engineering and product teams through the appointment of multiple executives, most of which are long-time employees who were part of the founding team when Flybits was created in 2013. Throughout the years they were groomed to take on more leadership roles. Those executives are:

  • Arman Masoumi, VP, Engineering – Data Science & AI: Masoumi has a strong background in knowledge representation and reasoning, AI planning, and machine learning. As VP at Flybits, he leads the backend of the platform throughout its various stages and is currently focused on the company’s AI strategy and vision. Masoumi has been the recipient of top awards in his academic endeavors in AI, including ‘best thesis’ within the Computer Science department. Prior to Flybits, he gained a wealth of experience in key roles at IBM. He holds a Bachelor and Masters Degrees in Computer Science from Ryerson University.
  • Ankur Patel, VP, Engineering – Core Services: Patel has contributed significantly to the development of the multifaceted Flybits platform, leading front end & squad teams to develop and maintain applications. As VP, Patel leads the front end development aspects, enabling his team to rapidly speed up their development capability using the latest architecture, while continuing to make the platform flexible and scalable and ensuring a high degree of quality and performance across all engineering teams. Patel has a Bachelor of Science from Ryerson University.
  • Petar Kramaric, VP, Engineering – Core Platforms: For more than a decade, Kramaric worked in cloud computing and mobile development, with early roots as a mobile developer at Flybits. As VP, he is now responsible for evolving and scaling the Flybits platform and has assumed more leadership responsibilities in managing new teams and initiatives to make Flybits highly successful and competitive. He is a graduate of Ryerson University where he completed both his Bachelors and Masters Degrees in Computer and Data Science.
  • Justin Lam, VP, Engineering – Core Systems: Lam has built scalable technologies at Flybits and has a deep understanding and knowledge of the platform. As VP, he is focused on leading, growing and advancing Flybits’ back-end team and services. He previously built and led the customer-facing Solutions Engineering team. Lam has a Bachelor of Science from Ryerson University.
  • Jordanne Pavao, VP, Product: Pavao leads the entire Flybits product lifecycle from strategy to execution. She is dedicated to building high performing product teams and translating scientific and abstract digital capabilities into intuitive and scalable user experiences. Jordanne has a B.F.A. in Image Arts and a Masters Degree in Media Production, both from Ryerson University.


The newly-appointed executives will work closely together to power the continued growth of Flybits, building and evolving a differentiated contextual experience platform, and living out its core values driven by discovery, continuous learning, and strength in diversity.

To learn more about Flybits and its executive team, visit – https://www.flybits.com/about-us/leadership/

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About Flybits

Flybits is the first contextual customer experience design platform for financial services, delivering true 1:1 personalization at scale. With the most advanced capabilities in the market, our enterprise-level solution brings personalized content, products, offers, and information to a bank’s digital channels based on what each individual customer needs in the moment. With Flybits, banks are able to design, launch, and measure data-driven consumer experiences that deliver the right message to the right customer at the right time, while fiercely preserving their privacy.

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Bradley-Morris Launches ExecuVets Program to Connect Companies with Executive Track Veterans


ExecuVets launches new networking events to connect employers with top tier veteran talent

“We are excited to couple our extensive network of world-class veteran candidates together with employers to create opportunities for this group of exceptionally trained leaders to take our country into the future,” said Nic Stevens, executive director of ExecuVets and a U.S. Army veteran.

Bradley-Morris, the country’s leading company connecting organizations with veteran talent, announced today the launch of ExecuVets, a unique portfolio of networking events designed to engage employers with mid-senior level business executives who have top-tier private sector experience and served in the military.

The ExecuVets program was created based on the notion that many companies see the bottom-line value in hiring veterans, in particular for executive and management roles. According to LinkedIn’s veteran opportunity report*, veterans are 39% more likely to be promoted earlier than non-veterans.

That is because veterans possess skills from military training that are embedded into their work ethic, skills that non-veteran job candidates must learn through experiences as they escalate through management roles. For example, veterans are easily adaptable and accustomed to wearing many hats, trained to adapt quickly and efficiently, are experts in building team comradery and highly skilled at navigating political climate in a corporate structure. Those skills acquired during military service, coupled with the impressive careers the ExecuVets candidates have already achieved, ensure they are a high performing hire for any organization.

“We are excited to couple our extensive network of world-class veteran candidates together with employers to create opportunities for this group of exceptionally trained leaders to take our country into the future,” said Nic Stevens, executive director of ExecuVets and a U.S. Army veteran. “ExecuVets events are can’t miss opportunities for companies in all verticals to network with the highest tiers of veteran talent that consists of candidates for director, vice president and executive level roles within any organization. No other demographic brings more commitment to the mission of success in the civilian workplace.”

Registration is now open for companies and veteran candidates to attend 2020’s ExecuVets events:

  • May 21, 2020 in Chicago, IL at the Union League Club of Chicago
  • July 2020 in Austin, TX
  • September 2020 in New York City, NY

To learn more about ExecuVets or sign up today, visit https://execuvets.com/ and follow ExecuVets on LinkedIn.

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About Bradley-Morris, Inc.

Bradley-Morris, Inc. (http://www.Bradley-Morris.com), the largest military-focused recruiting company in the U.S., offers employers access to more than 1,000,000 military job seekers via services that include contingency recruiting as well as military job fairs and employer branding via its RecruitMilitary subsidiary.

About Execuvets

ExecuVets (https://execuvets.com/) is a wholly-owned subsidiary of Bradley-Morris (BMI), the largest military-focused recruiting company in the U.S. ExecuVets works to connect top companies with executive and management level veteran talent.

About MBA Veterans Network

The MBA Veterans Network (http://www.mbaveterans.com) is a wholly-owned subsidiary of Bradley-Morris (BMI), the largest military-focused recruiting company in the U.S. MBA Veterans Network is an organization dedicated to connecting military veteran students and alumni at the world’s top-ranked universities with employers who value their elite academic credentials, military leadership abilities, and limitless career potential.

*Source: LinkedIn’s Veteran Opportunity Report https://socialimpact.linkedin.com/content/dam/me/linkedinforgood/en-us/resources/veterans/LinkedIn-Veteran-Opportunity-Report.pdf

Media contact

press@bradley-morris.com

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AGB Names Six Higher Education Governing Boards as Recipients of 2019-2020 John W. Nason Award for Exceptional Leadership


This award embodies AGB’s vision—by recognizing boards that are strategic partners of their institutions, help to advance student success and well-being, and enhance institutional vitality,” said Henry Stoever, AGB’s president and CEO. “We look forward to honoring this year’s six selected boards at

The Association of Governing Boards of Universities and Colleges (AGB), the premier organization representing higher education governing boards, today announced that six boards have been selected to receive the 2019-2020 John W. Nason Award for Board Leadership. The Nason Award, established in 1992, is presented in partnership with TIAA to higher education governing boards that demonstrate exceptional leadership and initiative.

This year’s honorees were chosen from among more than 30 nominations illustrating the critical work of boards from public and private institutions, statewide systems, and institutionally related foundations. This year’s Nason Award recipients are:

  •     Anne Arundel Community College Board of Trustees (MD) – The Anne Arundel Community College Board of Trustees demonstrated bold leadership in its efforts to achieve equity to advance student success and completion for all students, adopting a bold new strategic plan that challenged the status quo and prioritized student needs amid declining enrollment and funding. This resulted in systemic change that prioritizes equity and completion through a transformed student experience and provides comprehensive professional development to enable student success and academic excellence.
  •     Arizona State University (ASU) Enterprise Partners Board of Directors– In under 20 years, ASU has placed itself among the nation’s premier research universities, accompanied by a 20-point rise in the four-year graduation rate, during a remarkable expansion in student enrollment. These accomplishments stem from the alignment of the ASU community around its charter as an inclusive, public-serving institution, and the Enterprise Partners board’s focus on optimizing entrepreneurial initiatives to support ASU’s goal of serving as a model institution for social impact nationally and globally.
  •     Loyola Marymount University (LMU) Board of Trustees (CA) – LMU’s Board of Trustees has successfully implemented a process of continual self-evaluation and self-improvement to ensure its ability to drive institutional growth and success. This practice, combined with a shared governance approach and a collective commitment to demonstrating effective leadership, has led to improvements in undergraduate academic quality, professional programs success, increased enrollment, and better fiscal health.
  •     McDaniel College Board of Trustees (MD) – The McDaniel College Board of Trustees worked as a cohesive group to complete a thorough curriculum assessment, with a goal to strengthen academic programs by aligning offerings with the interests of current and prospective students. The process, which relied heavily on shared governance, resulted in attracting the largest freshman class in the history of the college while exceeding funding goals by more than $1 million.
  •     Parker University Board of Trustees (TX) – During a time of crisis following a devastating tornado that caused extensive damage to the university, the Parker University Board of Trustees acted swiftly to ensure rapid deployment of resources to restore operations as quickly as possible. Prior to this, the board had already showed decisive leadership in enabling the transition from a small chiropractic college to a fully comprehensive university. The board overcame internal challenges to become more focused and successfully develop a new strategic plan that inspired a spirit of adventure and exploration at the university. The result was an enrollment increase of 20 percent, among other successes.
  •     Southern Oregon University (SOU) Board of Trustees – In just four years of existence, the SOU Board of Trustees exhibited courageous leadership to advance the institution and the value of higher education regionally and nationwide. During a major period of transition, the brand-new board hired a new president, revitalized community relationships, and collaborated with the university’s administration as well as a broad and inclusive strategic planning committee that included trustee representation, to create and implement a transformative strategic plan. That plan concentrated on curriculum and pedagogy as well as demographic shifts; addressed financial stability; supported sustainability and the university’s ecological bioregion; focused on creativity and innovation; aimed to create a truly diverse and inclusive campus; and highlighted regional economic, cultural, and social development.

“This award embodies AGB’s vision—by recognizing boards that are strategic partners of their institutions, help to advance student success and well-being, and enhance institutional vitality,” said Henry Stoever, AGB’s president and CEO. “We look forward to honoring this year’s six selected boards at our national conference.”

Recipients will receive their awards at their institutions’ spring board meetings, and they also will be honored at AGB’s 2020 National Conference on Trusteeship in Washington, DC, April 5-7. This year’s selection committee included:

  •     William Collins, chair emeritus, St. John’s University Board of Trustees
  •     Katie Herschede, vice president for strategic initiatives and chief of staff, Widener University
  •     Eleanor Horne, member, AGB Board of Directors; member, The College of New Jersey Board of Trustees
  •     Melik Khoury, president, Unity College
  •     Monroe Miller, vice chair, AGB Board of Directors; member, Johnson C. Smith University Board of Trustees
  •     John Ottenhoff, senior consultant, AGB Consulting, and a former interim chief operating officer, AGB

The Nason award is named for higher education leader John W. Nason, who served as the chair of the National Japanese American Student Relocation Council and helped more than 4,000 interned students continue their college studies across the nation during World War II. AGB would like to thank TIAA for its support of the Nason Award. Learn more about AGB’s Nason Award at AGB.org/Award.

The Association of Governing Boards of Universities and Colleges (AGB) is the premier membership organization that strengthens higher education governing boards and the strategic roles they serve within their organizations. Through our vast library of resources, educational events, and consulting services, and with nearly 100 years of experience, we empower 40,000 AGB members from more than 2,000 institutions and foundations to navigate complex issues, implement leading practices, streamline operations, and govern with confidence. AGB is the trusted resource for board members, chief executives, and key administrators on higher education governance and leadership.

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The Electric Vehicle Company Taking the Auto Industry by Storm


Rivian executives with a vehicle.

Rivian founder and CEO Robert “RJ” Scaringe, left, and COO Jim Morgan at the startup’s design studio in Plymouth, MI

In the podcast, Rivian founder and CEO Robert “RJ” Scaringe and COO Jim Morgan chronicle the organization’s evolution from a single-employee startup to a multibillion-dollar enterprise developing sustainable electric vehicle technologies for recreation and commercial use.

The Lean Enterprise Institute (LEI) announces the free release of a new podcast that chronicles the founding, growth, and operating principles of Rivian, an American electric vehicle company.

In the podcast, Rivian founder and CEO Robert “RJ” Scaringe and COO Jim Morgan chronicle the organization’s evolution from a single-employee startup to a multibillion-dollar enterprise developing sustainable electric vehicle technologies for recreation and commercial use.

Scaringe and Morgan describe forward-thinking experimentation, change management, and building a culture with a deeply engrained mindset for continuous improvement and efficiency improvement. Podcast listeners will hear considerable commentary on the company’s view of the critical importance of team building, continuous learning, and a willingness to quickly make structural and operating changes as the enterprise grows.

Additionally, Morgan, who also leads LEI’s #Lean Product and Process Development (LPPD) initiative, shares insights on listening to customers’ needs and building processes for value creation.

In other segments, the executives describe the challenges and rewards of building an enterprise that commingles the talents of individuals recruited from nonautomotive enterprises, such as Apple, with those from conventional and new automotive enterprises, such as Tesla. They also add similar insights about creating a seamless culture across the greenfield and brownfield physical sites that make up the Rivian enterprise.

LEI offers free access to the podcast on WLEI, the official podcast site of the Lean Enterprise Institute, by visiting: https://www.lean.org/podcast/

Listeners may also subscribe directly to LEI podcasts through Apple® Podcasts, Google Play®, Stitcher, and Spotify.

About the Lean Enterprise Institute

The Lean Enterprise Institute Inc. (LEI) is a 501(c)(3) nonprofit based in Boston, MA, with a mission to make things better through lean thinking and practice. Founded in 1997 by management expert James P. Womack, PhD, LEI conducts research, teaches educational workshops, publishes books and ebooks, runs conferences, and shares practical information about lean thinking and practice. The organization carries out its mission through value streams: Lean Education, Lean Learning Materials, Co-Learning Partnerships, the Lean Summit conferences, and its website: lean.org.

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Barrett Asset Management Expands Investment Team


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Barrett Asset Management, LLC, announced that Amy Kong, CFA joined its firm and will serve as its new Chief Investment Officer. Amy joins as a Partner of the firm and will also hold the titles of Managing Director and Portfolio Manager. Prior to this announcement, Robert J. Milnamow has served as the firm’s Chief Investment Officer and President. Moving forward, Bob will retain the title of President and will be focusing on Barrett’s people and processes to help ensure the firm keeps pace with its growth and succession planning, and to continue to deliver the high level of performance and service to the firm’s clients.

Peter H. Shriver, CEO, said, “Amy brings an energy and depth of experience that complements our current team and helps ensure our firm is well positioned as a multi-generational firm serving multi-generational wealth. We couldn’t be more excited to have her join Barrett.”

During its eighty-three year history, Barrett has helped high-net-worth individuals, families and non-profit institutions cultivate their wealth through deep, long-term client relationships that are the hallmark of the firm.

Prior to joining Barrett, Amy served as a Senior Portfolio Manager at Fiduciary Trust and oversaw approximately $1.5 billion in assets under management. In this role she advised high-net-worth individuals and families on their investments and wealth planning. Amy was an important contributor to the firm’s research process through her coverage of the Healthcare and Financial Services sectors, as well as her involvement in the firm’s core portfolio. Prior to Fiduciary Trust, Amy was a Senior Vice President and Senior Portfolio Manager at U.S. Trust for 12 years, where she worked directly with private clients, held research responsibilities and served as a Co-Portfolio Manager for the firm’s International Equity fund. Earlier in her career, Amy worked as a Credit Analyst at Moody’s.

Amy is also a contributor to various media sources including Reuters, Wall Street Journal, Bloomberg Business, CNN Money and Yahoo Finance.

Amy holds a BA with majors in both Economics and Mathematics from Barnard College, and an MBA from Columbia Business School. Additionally, she holds the Chartered Financial Analyst (CFA) designation. Amy lives in Brooklyn, NY with her family.

About Barrett Asset Management

Since 1937, Barrett has been putting its clients first—working to help each of them achieve their goals and aspirations. Barrett is an independent investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each investment portfolio based on a client’s objectives for income and growth through suitable asset allocation and individual investment selections. Barrett is a New York-based firm with more than $2.1 billion under management as of December 31, 2019. To learn more about Barrett, please visit http://www.barrettasset.com.

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Power Digital Marketing Announces New Chief Financial Officer (CFO), Milton Goss


Power Digital Marketing

“What makes me most excited to join this team is that not only is Power Digital at the forefront of technology and cutting-edge services but you can feel the energy of the team when you step through the door,” said Milton Goss, CFO of Power Digital.

Power Digital Marketing, Inc. (Power Digital), an award-winning, full-service performance marketing agency that helps brands expand their online presence and scale revenue, announces today the hiring of Milton Goss as Chief Financial Officer (CFO). Goss is a seasoned financial and business development leader bringing more than 20 years of experience in finance, team building and product management to Power Digital. He previously worked for ProSites, a digital marketing services firm serving community-based professionals as CFO.

“What excites me about coming to Power Digital is the evolution and tremendous growth of digital services and how that’s changing the way we interact with each other and businesses we work with,” said Milton Goss, CFO of Power Digital. “What makes me most excited to join this team is that not only is Power Digital at the forefront of technology and cutting-edge services but you can feel the energy of the team when you step through the door. My main goal is to assist in the company’s growth aspirations and build a finance department that will partner with the staff to tear down the roadblocks to success.”

Goss brings invaluable expertise in leading both domestic and international teams through several add-on acquisitions, reporting transitions, and business systems upgrades. His strengths include financial planning and modeling, business development and strategy execution. His experience includes the ability to lead a finance staff located in multiple geographic locations and a vast knowledge base in business development due to direct experience in all aspects of bringing products to market, working in product development and marketing. Goss earned his bachelor’s of science and engineering in Chemical Engineering from the University of Michigan and a MBA with Honors in Finance & Marketing from Boston University.

“The Power Digital team is ecstatic to add such a pivotal team member as we continue our company’s expansion,” said CEO of Power Digital, Grayson Lafrenz. “Milton’s strengths in fast-paced growth environments and impressive background leading the industry’s top organizations will drive our ambitious plan for 2020 even further. He will take our finance and accounting departments to new heights, and we cannot wait to see how his vision advances the development of our company.”

Milton Goss joined the Power Digital team effective Feb. 6, 2020.

About Power Digital Marketing

Power Digital Marketing is a leading, data-driven performance marketing agency located in San Diego, CA. As a full-service agency, the company offers services including: SEO, Content Marketing, Paid Media, Social Media Marketing, PR, Influencer, Email, Conversion Rate Optimization, Amazon Marketing and Web Development, with an emphasis in helping brands scale revenue and increase profits through customer acquisition and retention programs. Its tech-enabled B2C and B2B marketing campaigns focus on measurability and driving bottom line business results. The Power Digital team’s family mentality and growth mindset culture fosters a strong work ethic, innovation and an ownership mentality from its talented team. For more information, please visit powerdigitalmarketing.com.

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GRSi Names Diane Yarnell Executive VP / Chief of Staff for the CEO


Diane Yarnell Headshot

Diane Yarnell – Executive VP / Chief of Staff

“All of GRSi is excited about the future, our industry award winning record growth and continued investment in our talent, such as Diane, will continue our strength and momentum in 2020 and well beyond.”- David Affeldt, CEO

On the heels of another amazing year of growth, GRSi has formally announced the promotion of Diane Yarnell to Executive VP / Chief of Staff for the CEO. In this capacity she will oversee corporate operations and the Civilian business portfolio, and serve as an extension of the CEO.

In Yarnell’s previous role as Corporate VP, she managed the firm’s Civilian portfolio, which includes multi-million dollar contracts supporting the NIH’s NIDA, NCI, NIA, NEI, NHLBI, NIDDK, ORS/ORF and the Clinical Center, as well as the Centers for Medicare & Medicaid Services (CMS), the Federal Bureau of Investigations, Johns Hopkins University Applied Physics Laboratory and others. Throughout Yarnell’s career, she has excelled at employee and client relationships, and as Executive VP and Chief of Staff for the CEO she brings an in-depth knowledge of talent management and integration, program management, performance and quality management, strategic partnering, benefits management, workforce and partner development, and personnel security. She has been with GRSi since 2001, and holds an MBA with a certificate in Organizational Development from Mount St. Mary’s University.

“Diane will serve exceptionally in this new role. Leveraging her expertise in client, talent and partner relations, as well as empowering her as an extension of my role, will bring strategic and tactical benefits across the board. All of GRSi is excited about the future, our industry award winning record growth and continued investment in our talent, such as Diane, will continue our strength and momentum in 2020 and well beyond.” – David Affeldt, CEO

GRSi drives state-of-the-art innovations and solutions across the Civilian, Defense and Intel communities, as well as the commercial industry. Our professional technical and engineering services deliver next-generation systems engineering, cybersecurity, technology insertion and best practices-based Enterprise Operations (EOps) management.

Our worldwide top-talent brings proven agility with compliance, and innovation with governance. GRSi stabilizes, optimizes and transforms our clients’ environments, realizing their must-have objectives of resilient, reliable, forward-leaning technical efficiencies.

GRSi has delivered excellence in professional and technical services for nearly two decades years to federal, defense, intelligence and commercial clients worldwide. Industry best practices, technologies and people … excellence delivered daily. For more information, contact media@grsi.com.

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Helm Appoints Mike Meltz as CISO/Senior Director, Security and Infrastructure


Helm Partners

Helm Appoints Mike Meltz as the CISO/Senior Director, Security and Infrastructure

“We are proud to have Mike on our team, and are excited about the expertise in Cyber, Infrastructure and Cloud services he brings to Helm and our clients.” Paul Weiss, Chief Knowledge Officer, Helm Partners

Helm Partners, a leading technology and telecommunications advisory services firm, announced Mike Meltz as CISO/Senior Director, Security and Infrastructure.

With Meltz, Helm is poised to continue to exceed expectations in delivering insights and high-impact outcomes to their clients. With technology being such a dynamic and ever-changing space, there is great opportunity and risk in the marketplace for businesses looking to secure, improve and grow. Meltz’s strategic experience fits perfectly within the Helm Partners engagement model and core expertise to meet the demands businesses face now and moving forward.

“I am excited about this opportunity and I will focus on helping our clients build a solid Security program that will balance the need for increased security without impacting the day-to-day business of the organization,” said Meltz when asked about his new role

“Today, all businesses face incredible cybersecurity and risk challenges—from external threats, budget constraints, information overload and the lack of employee engagement and training. You need a detailed plan, and everyone has to be on the same page. It’s not just about purchasing products but the need to craft a custom solution based on the unique needs of the business. It takes a detailed plan, internal buy-in, effective implementation and ongoing, continuous improvements.”

Paul Weiss, Chief Knowledge Officer at Helm Partners views this new hire as the further realization of Helm Partners mission. “We are proud to have Mike on our team, and are excited about the expertise in Cyber, Infrastructure and Cloud services he brings to Helm and our clients.” He went on to say that, “Mike is experienced, smart and detailed in his work. He brings unique experience and perspective having been an IT Security Executive for a firm that grew from $400M to a $5.3B in annual revenue during a time of exponential growth in the Cyber-threat environment. Protecting a business while enabling its growth is the challenge, and Mike has met that challenge. His real-world qualifications will be valuable to our clients in identifying their most important security vulnerabilities and developing an action plan to execute, measure and adapt in today’s increasingly challenging threat environment.”

Since 1987, Meltz has worked in the IT field and he specializes in the implementation of enterprise-level technologies and business process improvements. His goal is to remain focused on creating a secure and quality-driven user experience while helping the organization grow and thrive.

Before joining Helm, Meltz held various technology and strategy leadership roles at companies throughout the United States. Prior to those roles, he ran IT Infrastructure and Security at Allied Universal.

About Helm Partners

Helm Partners is a leading technology and telecommunications advisory services firm with a track record of accelerating results. As an Inc. 500 firm, and repeat winner of Philadelphia 100 Fastest-Growing and Best Places to Work, respected and awarded by numerous top tier global technology companies, we deliver value through improved business performance, removing complexity and optimizing time for our clients through informed decision making. A partner in every sense of the word, Helm Partners earns trust by aligning with our client’s objectives and managing risk while producing a quantifiable return on investment. To learn more about Helm Partners, please visit: http://www.helmpartners.com

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