Category Archives: Business

Press Releases from the Business World. Announcements, Product releases, Appointments.

Green Lawn Fertilizing/Pest Solutions Sr. VP of Operations Completes Stanford Business School Executive Program


Josh Willey Stanford

“I am so proud of Josh for completing Stanford University’s Executive COO Program. Josh’s ability to complete this program while balancing his responsibilities at Green Lawn & Green Pest and his family speaks to his great leadership abilities” says President/Owner Matt Jesson.

Joshua Willey, Sr. VP of Operations at Green Lawn Fertilizing / Green Pest Solutions completed a 3 month COO program from Stanford Business School.

To complete the executive education program at Stanford University, Josh had to go through twelve intense weeks of learning. This program included time on Stanford Business School campus and in-home learning including reading over 47 individual business case studies. The Stanford curriculum’s goal is to train executives in the latest thinking on business excellence and modern leadership; then turn new insights into action.

“I am so proud of Josh for completing Stanford University’s Executive COO Program. I believe strongly in continuing the education of my management team and sending executive leaders like Josh Willey to the very best business schools in the country. Josh’s ability to complete this program while balancing his responsibilities at Green Lawn & Green Pest and his family speaks to his great leadership abilities” says President/Owner Matt Jesson.

Willey has been with Green Lawn Fertilizing / Green Pest Solutions since June of 2017. During his tenure he has helped take the company from just over $11.5M to over $19M in annual revenue. As Sr. VP of Operations, Josh oversees our customer service and production departments along with our Lawn & Pest outside sales program. Josh came into the business with 16 years leadership experience in the green industry including operations, sales, customer service, HR, finance, and technical services in the Northeast and Midwest. Josh recently moved to Malvern, PA where he lives with his wife Tracey and five sons.

Green Lawn Fertilizing / Green Pest Solutions’ President and Owner Matt Jesson is someone who passionately believes in continuing education. Last year he completed a three year executive leadership program at Harvard Business School. The incredible value that Matt saw in that program for himself was a catalyst for wanting to send Josh to Stanford as well as other company leaders participating in top business school programs. VP of Lawn, John Guth is currently participating in a program at Cornell University and VP of Sales, Alex Wolfington is enrolled for December at Harvard Business School. Additionally several other members from the company leadership team are participating in a six part learning cohorts at the Midatlantic Employers’ Association. Jesson deserves a ton of credit for the people investment the company has made in the education space.

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Green Pest Solutions and Green Lawn Fertilizing is an independent lawn and pest control company that was founded in 2004. Under the leadership of Matt Jesson, President and Owner of Green Lawn Fertilizing / Green Pest Solutions, the company has grown to over 170 team members and over 100 service vehicles in its fleet. They have a mission to become the leader in the lawn and pest industry by providing superior customer service. Over the last several years, highly reputable publications have taken notice of the company succeeding in that mission. For seven of the last eight years the company received the Inc. 5000 award for being recognized as one of the 5,000 fastest growing private companies in the America. In 2018, Green Pest Solutions was named “Best of Philly Earth-Friendly Exterminator” by Philadelphia Magazine and in 2017 they were named “Best Pest Control” by Philly.com. In 2017, the company received the “Customer Service Excellence” Award by the Greater Philadelphia Chamber of Commerce. This past August the company was named as one of Philadelphia Business Journal’s Best Places to Work.

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Liberty Mutual Insurance Donates $1 Million to MentorWorks Education Capital to Help Provide Access to Students Pursuing Educational Opportunities


We believe all students should have access to education and we’re looking forward to helping MentorWorks provide students opportunities and much-needed support, both financially and professionally, as they begin their careers.

Liberty Mutual Insurance has donated $1 million to MentorWorks Education Capital to help students, primarily from low-income backgrounds, fund educational opportunities with the prospect of successfully entering the workforce upon graduation.

The purpose of the program is to provide participating students access to funding to pay for their educational program, supported by an Income Share Agreement (ISA) with MentorWorks.

MentorWorks provides ISA financing which enables students to complete their program without incurring up-front tuition costs. ISAs are an alternative to loans that allow students to have their tuition paid and then students repay the ISA based on a percentage of their future income for a fixed period of time, up to a maximum cap without incurring interest. MentorWorks students enrolled in four-year colleges and universities, short term vocational and certificate programs, and two-year technical programs, are eligible to apply for the program.

MentorWorks will also connect its students to Liberty Mutual, as well as other companies, for potential placement in internships and full-time, entry-level positions. Students currently studying or with a degree in a wide range of majors, including business, finance, economics and accounting, are eligible.

“This program allows us to partner with MentorWorks to help remove the financial barriers that many students face,” said Liberty Mutual Insurance Assistant Vice President of Campus Recruiting Programs Maura Quinn. “We believe all students should have access to education and we’re looking forward to helping MentorWorks provide students opportunities and much-needed support, both financially and professionally, as they begin their careers. Programs like this help companies positively impact their communities, diversify their talent base and ultimately become stronger.”

“Liberty Mutual is an incredible company that recognizes that the student debt issue is, in the long term, a talent acquisition issue. This program is the first one of its kind that addresses this problem head on and creates an active education-to-career pathway for the students we support,” said MentorWorks Chief Executive Officer and Co-founder Karthik Krishnan. “We have seen that the lack of financial and social capital inhibits education and career opportunities for students in higher education, particularly for those from underserved backgrounds. Our program addresses both parts of the problem, creating a comprehensive solution to the current student debt crisis.”

About Liberty Mutual Insurance

Liberty Mutual’s purpose is to help people embrace today and confidently pursue tomorrow. The promise we make to our customers throughout the world is to provide protection for the unexpected, delivered with care.

In business since 1912, and headquartered in Boston, Mass., today we are the fifth largest global property and casualty insurer based on 2018 gross written premium. Liberty Mutual also ranks 75th on the Fortune 100 list of largest corporations in the U.S. based on 2018 revenue. As of December 31, 2018, Liberty Mutual had $41.6 billion in annual consolidated revenue.

Liberty Mutual employs nearly 50,000 people in 30 countries and economies around the world. We offer a wide range of insurance products and services, including personal automobile, homeowners, specialty lines, reinsurance, commercial multiple-peril, workers compensation, commercial automobile, general liability, surety, and commercial property.

Liberty Mutual is proud to be recognized as a Great Place to Work by Great Place to Work® US. This honor is awarded annually by the independent analysts at Great Place to Work, the global authority on high-trust, high-performance workplaces.

You can learn more about Liberty Mutual by visiting http://www.libertymutualinsurance.com.

About MentorWorks Education Capital

MentorWorks Education Capital provides Income Share Agreement (ISA) financing which enables students to complete their program without incurring up-front tuition costs. ISAs are an alternative to loans with which approved students will have their tuition paid and then will pay a percentage of their future income for a fixed period of time, up to a maximum cap without incurring interest. Uniquely, MentorWorks also provides career development support, mentoring and access to employers.

To learn more about MentorWorks Education Capital visit: http://www.mentorworksedcap.com or reach out to MentorWorks Education Capital COO, Micha Sabovik at micha@mentorworksedcap.com. Follow MentorWorks Education Capital on LinkedIn at https://www.linkedin.com/company/mentorworksedcap/.

Contact:

Adrianne Kaufmann

617-574-5983

Adrianne.kaufmann@libertymutual.com

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NAAIM Shark Tank Winners Named for Stock Selection Strategies and Tactical Stock Market Strategies


The National Association of Active Investment Managers (NAAIM) announced that first place winners for the November 2019 NAAIM Shark Tank Competition were Bill Davis, Managing Director, Stance Capital LLC and John Worthington with Dauble+Worthington Equity Portfolios. Davis took top place in the Stock Selection Strategy category with his firm’s Stance Equity ESG Large Cap Core, while Worthington’s D+W Sector Rotation was named the top Tactical Stock Market Strategy at the competition held in Dallas, Texas, on Sunday, November 10, 2019.

Now in its sixth year, the NAAIM Shark Tank competition is a rapid-fire competition of investment managers making 7-minute strategy presentations in front of a live audience, followed by 10 minutes of questions from the judges and audience. Strategy performance data must be based on verifiable, real-money returns from actual trading, gross of fees.

The November 2019 event marked the first competition in which strategies competed based on investment approach. “When we looked at the active investment strategies that have competed in the Shark Tank over the last five years, there were distinctly different approaches and performance goals, which made judging a bit like comparing apples to oranges,” explained Dave Moenning, chair of the Shark Tank Committee and winner for the 2018 Shark Tank Competition. “By grouping investment strategies by type of approach, the competition drills down to superior strategies within specific investment niches.”

The winning Stock Selection Strategy – Stance Equity ESG Large Cap Core – is an actively managed quant strategy focused on members of S&P 500 that offer compelling financial fundamentals and off balance sheet outperformance relative to industry group peers on material risk factors relating to environmental, social, and governance risk factors. Stance Equity’s objective is to outperform benchmarks on both absolute and risk-adjusted returns, while at the same time demonstrating significant impact with respect to lower carbon profile and higher “green” product and service revenues. Notably, the strategy does not hold fossil fuel, tobacco, and weapons. Stance Capital is a Massachusetts-based Registered Investment Advisor, serving individuals, families, endowments, and institutions. The firm also builds products for other investment firms under research and sub-advisory agreements.

First place in the Tactical Stock Market Strategy category – D+W Sector Rotation – is an aggressive growth focused tactical sector rotation strategy. It seeks capital appreciation in rising markets as well as capital preservation during extreme market losses. The model follows proprietary trend and relative strength indicators and seeks to achieve its investment objective by investing in specific mutual funds in the ProFunds Ultra Sector series which include leverage. It may invest in and may shift frequently among these funds and money markets. Manager Dauble+Worthington Equity Portfolios (D+WEP) is a Registered Investment Advisory firm (RIA) located in Evansville, IN. The firm specializes in tactically allocated, trend-following investment programs that focus on risk control while striving for absolute and relative price performance.

The winning managers received a cash prize of $1,000 each; promotion to NAAIM Membership; live meetings with Manager-of-Managers firms; and, pending due diligence approval, the winning strategies will be promoted to a TAMP platform’s client base and the manager will receive an invitation to the firm’s annual conference.

The competition judges were comprised of a panel of investment professionals selected by the NAAIM Shark Tank committee. The 2019 judges included David Daughtrey, Copperwynd Financial, LLC; Dina Fliss, Global View Capital, and past Shark Tank winners David Bush, founder of ALPHATATIVE, and John McClure, founder, president and CIO of ProfitScore Capital Management, Inc.

About the Winners:

Bill Davis

Managing Director, Portfolio Manager, Stance Capital LLC

Prior to forming Stance Capital, LLC, Mr. Davis was co-founder and Managing Director of Empirical Asset Management, and Portfolio Manager on EAM Sustainable Equity, a strategy he launched in 2014. Prior to co-founding Empirical, he was the founder and CEO of Ze-gen, a venture and private equity backed renewable energy company. Mr. Davis received a B.A. from Connecticut College, and his career in business has included serving as CEO or founder of numerous companies including: Database Marketing Corporation in 1986, Holland Mark in 1997, and Cambridge Brand Analytics in 2003. He is Vice Chair of Impact Infrastructure, LLC, and serves on not-for-profit boards of Seven Hills Global Outreach and Commonwealth Corporation. He is a founding member of the President’s Council of Ceres. Mr. Davis has taught at Columbia University Center for Environmental Research and Conservation, and guest lectured at Harvard College, Harvard Business School, MIT, MIT/Sloan, and Boston University. Mr. Davis holds a Series 65.

John Worthington

Partner, Dauble+Worthington Equity Portfolios

Mr. Worthington has been a founder and Partner of Dauble+Worthington Equity Portfolios since 2008 and manages multiple equity portfolios focused on managing risk and achieving growth. He holds a B.S. degree from the University of Evansville, with a focus on marketing, business.

About NAAIM

The National Association of Active Investment Managers (NAAIM) is a non-profit trade group of more than 130 registered investment advisors who collectively manage over $35 billion in assets. NAAIM members provide active money management services to their clients to produce favorable risk-adjusted returns as an alternative to more passive, buy-and-hold investment strategies. NAAIM publishes the weekly NAAIM Exposure Index, maintains a members-only NAAIM Indicator Wall of stock market indicators, sponsors the annual NAAIM Founders Award for outstanding papers advancing awareness of active investments management, and sponsors the annual Uncommon Knowledge and NAAIM Outlook conferences. For more information, visit http://www.naaim.org.

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Stuckey & Company Agents Now Have Access to Ultra-competitive E&O Policy Rates & Immediate Quotes through USLI


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“We try to keep a pulse on our customers and make sure they have the platform to give us feedback about our products and services,” said Dwight Stuckey, president & CEO of Stuckey & Company. Stuckey is one of the fastest growing specialty Managing General Agents and focuses on hard-to-get specialty insurance programs. “During our last round of agent surveys, we received confirmation from our clients that they need access to even more-competitive rates on professional liability policies and access to immediate quotes. We listened and we responded by formalizing a partnership with USLI, a leader in providing great rates and equally great service.”

Two Ways to Get Instant Quotes with Stuckey & USLI

Stuckey said his company’s agents now have two ways to get instant quotes—via telephone and online. Stuckey Agents can call 888-216-5839 and get immediate quotes on USLI professional liability policies. In order to quote online, agents can visit http://www.stuckey.com/mpl-overview and click the “Get an online quote” link.

“Our agents are busier than ever because their customers have higher service expectations than ever. We know immediate quotes translate to immediate business. We also know our agents have different preferences in how to get quotes,” said Megan Peine, Professional Liability Underwriter at Stuckey. “Some prefer to call, while others would rather use a web application. That’s why we invested in both. It’s just another demonstration of the extra-mile Stuckey & Company is willing to go to make its agents more successful.”

USLI is a Berkshire Hathaway Company that is A++ rated. They are committed to delivering well-designed products with unparalleled speed, service, and support. In addition to their innovative products, they provide a broad range of marketing assistance and access to their instant phone and web quoting platforms for appointed Stuckey & Company agents.

“Stuckey & Company has been working closely with USLI to make these products available to our agents. We now offer their Management Liability (D&O/EPLI), Professional Liability (E&O) and Cyber Liability products for over 200 classes of business.” said Stuckey.

Professional Lines Product Highlights

  • Allied Health Care Professional and General Liability
  • Cyber Liability and Data Security
  • Insurance Agents and Brokers Professional Liability
  • Technology Professional Liability/Business Owners Package
  • Miscellaneous Professional Liability / Business Owners Package
  • Property Managers Professional Liability
  • Real Estate Agents Professional
  • Employment Practices Liability
  • EPLI for Medical Professionals
  • D&O/EPLI/Fiduciary For Non Profit Entities
  • D&O/EPLI/Fiduciary Liability For Private Companies
  • D&O/EPLI/Crime for Condo/Homeowner Associations

USLI’s instant phone and web quoting is unique and extremely beneficial to the agent. The agents will be given a phone number that they can call Monday-Friday, 7am-8pm and Saturdays, 9am-1pm ET to speak with a Stuckey & Company-assigned USLI underwriter. The quotes will be ready by the time the agent gets off the phone. We can also set our agents up to quote these professional products online. The online quotes are either instant or referred to an underwriter and received within 3 hours.

About Stuckey & Company

Stuckey & Company is a specialty insurance provider based in Lake Saint Louis, Missouri. For 28 years, Stuckey has offered commercial, professional, and personal lines of insurance. With over 9,700 insurance agencies, 16,000 independent agents, and backed by A+XV Rated Insurance Carriers, Stuckey & Company has remained dedicated to our capable and growing agency network.

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StevenDouglas’ Continued Success in the Mid-Atlantic Prompts Expansion in the Area


Steven Douglas National Executive Search and Interim Resources Firm

StevenDouglas, a national executive search and interim resources firm, has opened another office in Bethesda, MD bringing their total number of U.S. locations to eighteen. The firm is excited to announce that Elana Burr will be opening the Bethesda office focused on expanding our capabilities in providing IT Staffing and Search services locally, and Shawn Redwine will be launching the Finance and Accounting Search practice out of our existing Reston, Virginia location.

The Washington, DC and Baltimore Metro business communities are expanding rapidly and boast some of the highest job creation and lowest unemployment rates in the country. All of this growth has one thing in common, and that’s the need for Information Technology, Cyber Security, Finance and Accounting talent to help make companies more competitive. The StevenDouglas DC office is already successfully servicing clients within both the commercial and federal government sectors, and these relationships have created the need to expand their presence to surrounding Montgomery County with the office location in Bethesda, MD.

Leading the Bethesda office is Elana Burr as Director of Client Services. She began her career in the recruiting industry in 2000, and has primarily focused on IT contract staffing and direct hire placements across various industries. Ms. Burr’s strong, local market knowledge and extensive network in Bethesda ensure clients are getting the best support and resources to manage their business’ technology needs.

Leading the Finance and Accounting Search practice is Shawn Redwine, who’s been in the recruiting industry for over seven years after working for a Global Consulting firm in DC. Shawn has built a strong reputation for client service and is an expert in sourcing and matching the right talent for some of the regions most respected and fasting growing companies.

This expansion is in direct response to demand for our services in these markets and further evidence that our acquisition of Tallience last year was a great strategic move.” said Matt Shore, President of StevenDouglas. “We are truly fortunate to add Elana and Shawn to our staff. These are two incredibly talented and respected players in the region, and we are lucky to have them on our team.”

The firm completed the acquisition of Tallience, a full service Technology Search, Staffing and Consulting firm in April of 2018 and one of the Founding Partners, Tim Baron, joined the firm as Managing Director of the Washington DC Metro office and brought a very talented and experienced team with him. Tallience was founded in 2010 by Mr. Baron and his partners and was known for delivering top technology talent across various industries in the commercial sector as well as cleared talent across the federal government sector.

The new Bethesda office announcement brings the total to three new office locations for StevenDouglas in 2019, a landmark year that celebrates the firm’s 35th anniversary in business, and staggering revenue growth of over 1000% since 2005.

Bethesda, MD Office Address: 3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814

About StevenDouglas: StevenDouglas, one of the nation’s leading Search and Interim Resource firms, is a recognized leader in identifying and providing access to top talent and executives for companies since 1984.

The firm has been connecting premier candidates to their client base that spans an array of high-demand disciplines, and a broad range of industries. StevenDouglas is nationally known for search expertise in Finance & Accounting, Human Resource, Information Technology, Financial Services, Operations, Sales & Marketing, Legal, Risk & Compliance, Supply Chain & Logistics; As well as providing interim resources and staffing for Information Technology, Finance & Accounting, and Human Resources.

StevenDouglas supports companies at any phase, including start-ups, emerging middle-market, and Fortune 500 companies. The firm also has established relationships and a successful track-record with private equity and venture capital firms, as well as family offices. It’s one of the fastest growing recruiting firms in the U.S. with locations across the country, including a presence in Latin America & Canada.

MEDIA INQUIRIES:

Minda Moticker

minda@stevendouglas.com

954-385-8595

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Modern Interior Doors In Miami Sustainable Sourced By ITALdoors


Modern Interior Doors at ITALdoors Miami

Modern Interior Doors at ITALdoors Miami

Modern interior doors add character and style to a home’s overall interior design and visual impression

ITALdoors’ modern Italian, contemporary and transitional interior and exterior doors are decidedly chic. The innovative modern doors, designed with sustainability in mind, now provides ITALdoors’ customers with the opportunity to acquire fully environmentally conscious doors.

Industrywide known as the ‘ITALdoors Collection’, over 300 deluxe design options are available at ITALdoors’ Miami Design Center. ITALdoors’ modern European interior and exterior doors are custom-made in Italy‎ and represent the largest selection of high-end Italian doors in the country.

At ITALdoors Miami, modern doors, sliding doors, invisible doors, transitional doors, flush doors, and contemporary doors can be precisely customized for an exact fit to any door opening. ITALdoors customers are offered the convenience of an all-inclusive door package with every purchase and starkly reduced lead times. In addition, ITALdoors clients enjoy outstanding customer service that is second only to its high-quality doors. All Italian doors come standard with a door panel, frame, door hinges, lock and door handle.

Modern, contemporary interior doors made of high-quality natural woods (sustainable lumber materials), with or without unique glass infills add style and distinction to residential homes, offices and commercial buildings.

“Whether building new or redesigning an existing space, doors are an important and integral aspect of the interior and exterior design of a home. The front door is the gateway to a home and reveals a lot about its inhabitants. Modern interior doors add character and style to a home’s overall interior design and visual impression”, company vice president Yana Pojidaeva stated. ITALdoors are elegant Italian frameless doors, entrance and fire-rated with concealed hinges and magnetic locks.

The newly launched ‘Eco Collection by ITALdoors’ delivers an incredible product for the budget-conscious consumer. This less expensive, but equally appealing choice to ITALdoors’ standard collections is massively popular, and a great alternative to ordinary home improvement store’s doors.

Designers, architects, contractors and homeowners are welcome to visit ITALdoors local showroom at 17852 Ipco Rd, Miami, FL 33162, Mondays through Fridays from 9 AM-5 PM, to review a large selection of stunning modern interior doors and designer hardware.

ABOUT ITALdoors

For over a decade, ITALdoors has enhanced homes with authentic Italian-made modern interior doors throughout the US. ITALdoors is one of the recognized leaders in the home and design industry and has advanced and curated its reputation without the sacrifice of new, innovative designs, quality, and product integrity.

ITALdoors modern interior doors were repeatedly featured on HGTV, a hugely popular cable and satellite television channel viewed by home improvement enthusiasts and self-proclaimed DIY professionals across the world.

The mission at ITALdoors is to provide custom-crafted Italian doors to suit personal style and to highlight the aesthetic appeal of its customer’s homes.

ITALdoors was exclusively selected to design high-end interior doors for one of ARKUP’s livable yachts in Miami, a floating community project which builds luxurious floating houses that are self-sufficient, sustainable and environmentally friendly.

ITALdoors unwavering motto is: ‘We are here to help you create the extraordinary modern home you deserve’.

For more information, dealer partnerships or consumer inquiries call ITALdoors at (800) 615-DOOR, visit https://www.italdoors.com/.

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Financial Executives International Chicago Chapter to Host 9th Annual Chicago CFO of the Year® Awards


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“FEI’s Chicago Chapter congratulates the 2019 award finalists for outstanding performance in their roles as financial executives,” said Maggie Martensen, President of FEI’s Chicago Chapter.

The Chicago Chapter of Financial Executives International (FEI) today announced that it will celebrate 20 finalists at its 9th Annual CFO of the Year® Awards. The networking and awards gala will be held on November 21, 2019, at the Chicago Marriott Downtown Magnificent Mile. The event typically draws more than 800 guests from the Chicago business, academic, and non-profit communities. All interested parties, including members of the media, are encouraged to attend.

The CFO of the Year Awards honor senior-level financial leaders based in the seven-county Chicagoland region. These individuals have excelled within their organizations, demonstrating superior financial management and stewardship. A team of independent judges representing exceptional leadership in Chicago business and academia select each award recipient.

2019 Finalists

Mid-Size Private Company Category

  • D. Skip Behm, AArete, LLC
  • Brad Gavelek, Midwest Can Company
  • Ozan Kaya, ShopRunner, Inc.
  • Tanya Yakhnis, Tandem Management, Inc.


Large-Size Private Company Category

  • Donna Dreuth, Captive Resources, LLC
  • Mike Franz, Novaspect Holdings, Inc.
  • Christine Laurens, A.T. Kearney, Inc.
  • James Lawler, Kemper Sports Management, Inc.
  • Mike Magner, Ice Services LLC (d/b/a Ice Mobility)
  • Amy C. Shelly, The Options Clearing Corporation


Public Company Category

  • Paul Hoelscher, Horizon Therapeutics plc
  • Olivier Leonetti, Zebra Technologies
  • Carl Lukach, Univar Solutions
  • James J. McKinney, Kemper Corporation


Non-Profit Entity Category

  • Ron Blaustein, Ann & Robert H. Lurie Children’s Hospital of Chicago
  • Lindy Loyet, Elevate Energy
  • John H. Nylen, Rosalind Franklin University of Medicine and Science
  • Joe Onzick, County of Kane (Illinois)
  • Paige A. Rodgers, The Joint Commission
  • Eric Schwager, Illinois Holocaust Museum & Education Center


“FEI’s Chicago Chapter congratulates the 2019 award finalists for outstanding performance in their roles as financial executives,” said Maggie Martensen, President of FEI’s Chicago Chapter. “It is an honor to recognize these extraordinary professionals who represent the finest within the finance profession through their exceptional talent and leadership. Celebrating the profession with this awards event is essential as it highlights and recognizes the superior financial talent right here in the Chicagoland region. These are the people who do it right. These are the people who do it best.”

FEI Chicago recognizes and thanks the official event sponsors whose support makes this endeavor possible: Aon, Associated Bank, KPMG, Sage Intacct, and Tatum. Additional information about the CFO of the Year Awards can be found on the event website: http://www.chicagocfo.org.

About FEI Chicago

FEI’s Chicago Chapter is the preeminent association for CFOs and other senior-level financial executives in the Chicagoland region, and part of an organization with nearly 10,000 members nationwide. In addition to the annual CFO of the Year® Awards, the Chicago Chapter hosts monthly programs with innovative programming and holds an annual educational forum at the Kellogg School of Management. To learn more about Financial Executives International or to join the Chicago Chapter, please visit http://www.financialexecutives.org.

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Energage Makes Moves to Accelerate Growth in Fast-Growing HR Tech Market


“Energage has tapped into something that can unlock the potential of any company, of any size, in any industry. The opportunity for growth is tremendous, and Energage is positioned perfectly.”- Michael DiPiano, managing partner and co-founder of NewSpring Capital

On the heels of releasing its unified SaaS platform that provides organizations with core tools to reduce unwanted turnover and attract and retain the right talent for their business, Energage today announced leadership appointments that will continue positioning the company for rapid, strategic growth.

Momentum is growing as companies seek differentiators that help them compete in the tightest labor market in 50 years. Research shows that culture is that differentiator. Having developed technology over the past 13 years that allows organizations to easily align actions to the 15 Culture Drivers common across all Top Workplaces, Energage founder Doug Claffey has focused on building out the senior leadership team to ensure the right pieces are in place to capitalize on this opportunity.

As part of these broader organizational changes, Claffey is pleased to announce that he will now assume the role of Chief Strategy Officer and partner with new CEO Eric Rubino to focus and drive the Energage mission forward. “I am incredibly proud to have founded and led this company to exceed $20 million in revenue while staying true to our core purpose and becoming one of Philadelphia’s first Certified B Corporations,” said Claffey. “Now, however, is the time to shift focus. The HR tech market is ripe for growth, and our extensive domain expertise is a significant advantage.”

Eric Rubino brings to Energage decades of SaaS software experience and a wealth of leadership experience, including 12 years at SAP, where he was senior vice president and chief operating officer. During his tenure, Rubino played an integral role in building the infrastructure, management team, and support services for the entire SAP America region. While there, SAP America grew from approximately $5 million to more than $3 billion in total revenues.

Since early 2018, Claffey has promoted from within and recruited industry veterans with a track record of achieving aggressive growth objectives to support, execute and lead his and Rubino’s plans into 2020 and beyond. The Energage senior leadership team includes President and COO, Dan Kessler; Vice President of Human Resources, Lisa Sordilla; Chief Financial Officer, Mitch Codkind; Chief Product Officer, Rich Gallagher; Chief Commercial Officer, Tom Urie; and Vice President of Customer Success, Kimberly Gress.

Managing Partner and Co-founder of NewSpring Capital Michael DiPiano commented, “Energage has tapped into something that can unlock the potential of any company, of any size, in any industry. The opportunity for growth is tremendous, and Energage is positioned perfectly. Doug’s leadership combined with Eric’s experience and that of the broader senior leadership team will undoubtedly enable the company to scale quickly without any loss of momentum. All of us at NewSpring are excited to be part of this ride and look forward to providing continued support.”

“After my first meeting with Doug and the full Energage leadership team, I knew I wanted to be part of what’s happening here,” said Rubino, CEO of Energage. “Doug has created a company with purpose and made the right moves to position Energage well for fast-paced growth and market leadership. I’m excited to meld our experiences and work with this group of proven leaders to unlock the team’s full potential. I am confident we will far exceed our goals.”

About Energage

Energage, a Certified B Corporation, offers web-based solutions and advisory services that help organizations recruit and retain the right talent. Home of Top Workplaces research, Energage offers solutions that collect, understand and amplify the voice of the employee, enabling organizations to reduce unwanted turnover, lower recruiting costs and increase retention. Based on more than 13 years of culture research, advanced comparative analytics, and patented algorithms trained on more than 20 million employees at 60,000 companies, Energage has isolated the 15 drivers of engaged cultures that are critical to the success of any organization. For more information, please visit energage.com.

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Catalent Appoints Corporate Development and Science Leaders to Drive Growth and Innovation


Mike Grippo, Senior Vice President, Strategy and Corporate Development at Catalent

Mike Grippo, Senior Vice President, Strategy and Corporate Development at Catalent

Since our IPO in 2014, we have completed seven acquisitions and are expected to close the acquisition of an oral dose and biologics facility in Italy, from Bristol-Myers Squibb, before the end of the calendar year.

Catalent, the leading global provider of advanced delivery technologies, development, and manufacturing solutions for drugs, biologics, gene therapies, and consumer health products, today announced it has appointed Mike Grippo as Senior Vice President, Strategy and Corporate Development. In this newly created role, Mr. Grippo will be responsible for identifying and evaluating organic and inorganic growth opportunities across Catalent that will drive long-term shareholder value. He will report to John Chiminski, Catalent’s Chair and CEO.

Mr. Grippo joined Catalent as Vice President of Corporate Development in 2016, and in his new role will oversee the strategy and corporate development functions of the company, as well as Catalent’s scientific team.

Alongside his appointment, Julien Meissonnier has been named as Vice President and Chief Scientific Officer, and will report to Mr. Grippo. In this new role, Mr. Meissonnier will join the executive leadership team, leading Catalent’s new product development and technology innovation programs. He will also head up the company’s scientific community and customer advisory partnerships to help improve formulation and adoption of drug delivery technologies. Mr. Meissonnier will continue to co-chair the Catalent Applied Drug Delivery Institute to leverage emerging new therapeutic modalities.

“Since our IPO in 2014, we have completed seven acquisitions and are expected to close the acquisition of an oral dose and biologics facility in Italy, from Bristol-Myers Squibb, before the end of the calendar year,” commented John Chiminski. “The decisions to make strategic investments in areas such as biologics, gene therapy, and spray drying have been driven in large part by the work of our Corporate Development team, led by Mike Grippo in partnership with key leaders across the business.” He added, “During his long career with Catalent, Julien has been instrumental in driving excellence across the R&D community, notably through the launch of the Scientific Resource Center serving the business’s team of approximately 2,400 scientists and technicians. He will promote open innovation within the organization, and we welcome both to the executive leadership team.”

Prior to joining Catalent, Mr. Grippo was Vice President of Corporate Development for CR Bard. Prior to CR Bard, he held a similar leadership role with Hill-Rom Holdings. Earlier in his career he also held positions with SG Cowen and UBS Securities. Mr. Grippo holds a bachelor’s degree from Princeton University and earned an MBA in Finance from New York University.

Before his appointment as Vice President and Chief Scientific Officer, Mr. Meissonnier previously held the position of Vice President, Science and Technology, and before that led Catalent’s European softgel R&D team. He holds an engineering degree in physico-chemistry from the ENSI in Caen, France.

About Catalent

Catalent is the leading global provider of advanced delivery technologies, development, and manufacturing solutions for drugs, biologics, gene therapies, and consumer health products. With over 85 years serving the industry, Catalent has proven expertise in bringing more customer products to market faster, enhancing product performance and ensuring reliable clinical and commercial product supply. Catalent employs nearly 13,000 people, including approximately 2,400 scientists and technicians, at more than 35 facilities, and in fiscal year 2019 generated over $2.5 billion in annual revenue. Catalent is headquartered in Somerset, New Jersey. For more information, visit http://www.catalent.com

More products. Better treatments. Reliably supplied.™

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Eze Castle Integration Adds Two Senior Leaders to Global Service Organization, David Andrade Joins as Global Service Head, Mike Maguire Joins as VP, Customer Success


“At the core of Eze Castle Integration’s success has always been a commitment to premier customer service and delivery of unmatched technology solutions and expertise. The professional histories of both David and Mike intersect directly with our past, present and future,” said John Cahaly, CEO.

Eze Castle Integration, a global managed service provider to the financial sector, today announced that David Andrade has joined as Global Head of Service and Mike Maguire has joined as Vice President of Customer Success. These latest senior appointments support the company’s focus on investing in customer success, innovation and engagement efforts so clients can maximize their Eze Castle products and services to help transform their businesses.

Andrade is a proven global service leader with deep experience in shaping and enhancing global service delivery to fuel customer success, engagement and innovative product and service growth. He spent 12 successful years at Eze Castle before moving to eFront in 2016 to transform their service and account management organizations. Maguire, who most recently spent 17 years at Eze Software, brings a demonstrated ability to drive customer success operations and a deep understanding of the investment industry.    

“At the core of Eze Castle Integration’s success has always been a commitment to premier customer service and delivery of unmatched technology solutions and expertise. The professional histories of both David and Mike intersect directly with Eze Castle Integration’s past, present and future,” said John Cahaly, CEO at Eze Castle Integration. “Their valuable customer engagement and success experiences and leadership are great assets to Eze Castle Integration as we aim to exceed client expectations at every interaction.”

“In returning to Eze Castle Integration, my focus is firmly placed on taking client success, account management and engagement initiatives to new levels. We will continue to always put the client first while enhancing our global community engagement, adapting to client business requirements and ensuring continuous success and satisfaction,” said Andrade.

About Eze Castle Integration

Eze Castle Integration is a global managed service provider delivering complete cloud solutions, IT services and cybersecurity to the investment industry. The company’s products and services include Technology Consulting, Outsourced IT Support, Public and Private Cloud Services, Cybersecurity Solutions, Business Continuity Planning and Disaster Recovery, Project and Technology Management, Telecommunications, Archiving, Storage and Internet Service. Eze Castle Integration is headquartered in Boston and has offices in Chicago, Dallas, Hong Kong, London, Los Angeles, Minneapolis, New York, San Francisco, Singapore and Stamford. Learn more at http://www.eci.com.

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