Keynote Speakers


Stephen M.R. Covey - CoveyLink

Live Follow-up Session: March 18, 10am-11am, Pacific Daylight Time

Stephen M. R. Covey is co-founder and CEO of CoveyLink Worldwide. A sought-after and compelling keynote speaker and advisor on trust, leadership, ethics, and high performance, he speaks to audiences around the world. He is the author of "The SPEED of Trust", a groundbreaking and paradigm-shifting book that challenges our age-old assumption that trust is merely a soft, social virtue and instead demonstrates that trust is a hard-edged, economic driver - a learnable and measurable skill that makes organizations more profitable, people more promotable, and relationships more energizing. He advocates that nothing is as fast as the speed of trust and that the ability to establish, grow, extend, and restore trust with all stakeholders is the critical leadership competency of the new global economy. Covey passionately delivers that message and is dedicated to enabling individuals and organizations to reap the dividends of high trust. Audiences and organizations alike resonate with his informed, practical approach to real-time issues that affect their immediate and long-term performance.

"'The SPEED of Trust' is red-hot relevant."
William G. Parrett,
CEO, Deloitte Touche Tohmatsu
www.coveylink.com
buy the book

Dr. Jennifer James - www.jenniferjames.com

Live Follow-up Session: March 25, 10am-11am, Pacific Daylight Time

Dr. James is an urban cultural anthropologist who was for 12 years a full time faculty member of the Psychiatry and Behavioral Sciences Department at the University of Washington. She left the University in 1982 to follow her interest in international business and community service. She now lectures to audiences around the world. She is well known to audiences around the world for her innovative ideas. She works on an international level, helping people meet the challenges of today's transitions. Her ability to synthesize the chaos of our current adaptation process is extraordinary. Once you have heard Jennifer describe the technological, economic, demographic and cultural transformations of this era your mind clears. Dr. James' ability to provide an understanding of the present and the future is essential to thoughtful decision-making in education, healthcare and organizational management. "This is a time when we are hungry to know more. Our stomachs are full and we wonder if our souls are empty. We hope for truth, we long for wisdom. When we can understand the most basic processes by which homo sapiens adapts something in us relaxes and we begin to stretch our imagination as well as our spirit."

Dr. Terry Paulson - www.terrypaulson.com

Live Follow-up Session: April 14, 10am-11am, Pacific Daylight Time

They Shoot Managers Don't They,Paulson on Change, Making Humor Work, 50 Tips for Speaking Like a Pro, and Can I Have the Keys to the Car?

For more than 30 years, Dr. Paulson has been helping audiences transform their self-limiting beliefs into self-fulfilling breakthroughs to achieve their personal and professional goals. Terry wmotivates audiences through his unique and memorable personal stories and engaging humor, teaching them leadership and life lessons that they can use for years to come. He helps people transform challenges into choices, obstacles into opportunities, and setbacks into stepping stones to success.

Terry is considered by many to be the preeminent expert on the human side of change management. His programs have touched thousands, around the globe through his live keynote programs and online ezine. Terry's presentations are more than motivational. His dynamic and compelling programs provide both the attitude adjustment and the practical strategies for organizations, leaders and teams to make strategic change work!

"Leadership Truths
One Story at a Time "

www.terrypaulson.com
buy the book

Dr. Dennis Deaton - Quma Learning

Live Follow-up Session: TBD

"A man with something to say, and the gift to say it."

Dennis R Deaton is the Founder and CEO of Quma Learning Systems, and chief designer of Quma's most sought-after seminars, including Creating Connections, Visioneering, Destination Thinking for Leaders, and The Ownership Spirit.

Among the clients for whom Dennis has done extensive classroom training are: Boeing, Charles Schwab, Dupont, Honeywell, Medtronic, Motorola, ON Semiconductor, Qwest, Scottsdale Insurance, State Farm, Texas Instruments, University of Phoenix, and Universal Technical Institute.

Dennis is a popular speaker at conferences, meetings, and conventions, and the author of three books: The Book on Mind Management, Money: An Owner's Manual, and The Ownership Spirit Handbook.

The Ownership Spirit Handbook
Video - The Ownership Spirit Preview
Video - Dennis Deaton

www.quma.net
buy The Ownership Spirit

Champion Stories

Business Leader NW Champion Stories will allow some of our most respected local business people to share their successes.


Raymond P. Davis - Umpqua Holdings Corp.

Ray Davis, president and CEO of Umpqua Holdings Corporation, is successfully pioneering a new approach to financial services that emphasizes cutting edge product delivery and technology, in addition to ground-breaking store designs that engage and excite customers. In addition to innovation, Davis has built Umpqua on the belief that a strong culture is a critical part of building a great company, one able to survive and thrive in even the toughest economic environments. The vitality and success of Umpqua's culture has been instrumental in Umpqua being named to Fortune Magazine's "100 Best Companies To Work For" list three years in a row. This year, the company was number 34 on the list. Umpqua has also been named to Oregon Business magazine's 100 Best Companies to Work for in Oregon twelve times since 1996.

Davis joined Umpqua Bank in 1994 and has grown the bank from six banking locations and $140 million in assets to 147 stores and more than $8 billion today. Davis has chronicled this path to expansion and originality in his highly-acclaimed book, Leading for Growth: How Umpqua Bank Got Cool and Created a Culture of Greatness, which has been praised by business publications and leaders for its clear-cut take on innovative leadership. Leading for Growth uses illustrations from Davis' journey at Umpqua to outline how any business leader can create a culture that propels exceptional growth.

National publications including the Wall Street Journal, the New York Times, Fast Company, Business Week, Business 2.0, The Economist, CNBC and Newsweek have acknowledged the bank's strategy, innovation and growth. Davis was recently recognized as one of high finance's 25 most influential people by U.S. Banker Magazine.

Recent Interview with Mr. Davis on KOIN 6: Video
Bill Kelly - Learning.com

William Kelly is co-founder and has served as CEO for Learning.com since 1999. In 1996 he was co-founder and Executive Vice President of Sapient Health Network, Inc., a pioneer in developing online health-oriented communities for consumers. When Sapient was acquired by WebMD, William served as its Vice President of Commerce. He has more than a decade of experience helping to nurture the concept of online communities and user generated value, and is leading Learning.com in the development of 21st century digital education curriculum and services in K-12 education. He received his bachelor's degree from Brigham Young University and his master's degree in business from Harvard Business School. A Portland native and resident, he has served on the boards and as a volunteer for numerous community organizations, including education, arts, and youth services groups. He serves on the board of the Portland Schools Foundation. He and his wife have four children, and live in Portland.

Tom Mears - Burgerville

Tom Mears is the chairman of The Holland, Inc., parent company of the Burgerville chain of quick service restaurants. Under Mears' leadership, The Holland, Inc. has grown from a small restaurant company to a premiere provider of the Pacific Northwest's dining experience.

Mears is the driving force behind The Holland's mission-led philosophy of "serve with love," which is the foundation of the company's goals for conducting food and business operations in a sustainable manner. He was integral in the creation of the Burgerville concept.

Breakout Session Presenters


Barbara Baker - Umpqua Bank

Barbara Baker is the executive vice president of cultural enhancement (human resources) for Umpqua Holdings Corporation (NASDAQ: UMPQ). She oversees all culture, training and human resource functions for the financial services company and its subsidiaries, Umpqua Bank and Strand, Atkinson, Williams and York.

Prior to joining Umpqua, Baker served as Oregon site executive for IBM's server division (formerly Sequent Computer Systems Inc.), where she managed all human resources services and programs as well as corporate communications and community relations. She also served as vice president of human resources for the Northwest region of First Interstate Bank (now Wells Fargo), where she managed a five-state employee relations team serving more than 8,000 employees. While with First Interstate Bank, Baker was instrumental in assisting with the bank's two successful internal reorganizations and its 1996 acquisition by Wells Fargo.

In the past six years, Baker's leadership has extended Umpqua's renowned culture in a rapidly growing environment (during her tenure, Umpqua has grown from 350 to 1,750 associates). Her team of 20 has infused Umpqua's culture throughout all avenues of the bank, from training associates on culture to creating a positive and motivating work environment. Through their efforts, Umpqua's culture has become consistent and self-propelling, and is now recognized regionally and nationally.

Regionally, the bank has appeared on Oregon Business Magazine's "100 Best Companies to Work For" list 12 times since 1995, including the number one rank in 2004. Today, the company holds the record for the longest winning streak of any company in Oregon. Nationally, FORTUNE magazine rated Umpqua among its "100 Best Companies to Work For" in 2009 for the third year in a row. The bank was the only Oregon company and the only community bank to make the list. Umpqua was also recognized as one of only 40 companies in the nation to make the 2008 "Companies That Care" honor roll, came in at 56 in Training magazine's "125 Best Training Departments in the US," and Baker was recognized among the nation's top human resource executives on HR Executives' "2008 HR Honor Roll."

In addition to her professional achievements, Baker serves on the board and executive committee for Portland Center Stage. She previously served on several other community boards, including the Portland Metropolitan Chamber of Commerce, the Portland Rose Society (where she served as president from 1995-96), the Portland Rose Festival Association, and Tri-County Affirmative Action.

Baker earned a Bachelor of Arts in business management and organizational leadership from George Fox University. She later went on to receive a certificate from the human resources graduate program at the University of Colorado in association with the American Bankers Association.



Neil Balholm - ComTeam Consulting

Neil Balholm is senior partner of Comteam Consulting, Inc., a business and management performance firm. Neil advises business leaders in global corporations, international nonprofit agencies, medium to small sized companies, and entrepreneurial start-ups. He is sought after for his practical expertise in strategic thinking, innovation, plan execution, organizational design, executive teaming, cultural change, enterprise communications, and executive coaching. His clients include Nike, Honeywell, Sony, and Qualcomm.

His reputation is based on his ability to engage and align diverse groups of managers and employees on the priorities of the enterprise. His unique talent lies in quickly mobilizing talent across businesses, functions, regions, and leadership levels to tackle the ever-changing challenges of the business environment. His approach and techniques drive employee engagement, creative thinking, and commitment to change.

Tim Bergler - Percipio Consulting Group, Inc.

As founder and Principal, Tim has ultimate accountability for firm-wide client delivery, resources and service strategy. Tim works with the Percipio team to structure, scope and manage quality of engagements across more than two dozen clients in projects that span Percipio’s service offerings. Under Tim’s leadership Percipio has delivered business process and technology change projects for mid-size and global firms alike in a variety of industries and has grown to be recognized by the Portland Business Journal as one of Oregon’s fastest growing private companies for the past four years.

On project delivery, Tim is an experienced project leader who works with businesses to navigate change. For more than 10 years, he has successfully led numerous change initiatives in business strategy, operations and technology. His primary areas of focus include operations assessment and improvement, technology systems selection and implementation, merger transition planning, and supply chain strategy. He is experienced in leading multi-disciplinary client and consulting teams to develop complex deliverables under aggressive timelines. Tim effectively leads at all levels of the organization, often acting as the primary representative of client executives on large-scale complex projects. Tim has delivered projects for firms such as Conoco, Toyota, ScottishPower, Iberdrola Renewables (formerly PPM Energy), Freightliner, Widmer Brothers Brewing, Rock-Tenn, Leupold Stevens and Columbia Forest Products

Prior to founding Percipio, Tim held a variety of project leadership roles within national and global consulting organizations working across multiple industries including: energy, retail, automotive, industrial products, forest products, high-tech manufacturing and government services. Tim holds a BS degree from Oregon State University in Industrial and Manufacturing Engineering.

David Berry - TaylorMade

David Berry is the Director of Coaching and Leadership Development for the TaylorMade-adidas Golf Company, a leading golf equipment, apparel and footwear manufacturer, where he leads the company’s efforts to build the best and most productive workplace in the world through the development of a coaching and learning culture. He oversees the evolving impact of the internal professional coaching team; designs and facilitates leadership development programs; and serves as a professional coach, helping company leaders plan for success and remain accountable for the achievement of their goals.

David’s efforts were featured in the Training Magazine article, “Crafting a Coaching Culture” and he is a contributor to the current edition of the International Journal of Coaching in Organizations. David is a certified professional coach through the Hudson Institute of Santa Barbara and is credentialed by the International Coach Federation at the PCC level. David was educated at Loyola Marymount University where he earned both a Bachelor of Arts and a Masters degree in Education. He lives in Vista, California with his wife, Theresa, and their three children.

Lenny Borer - Lenny Borer Training & Facilitation

Lenny Borer, one of the Northwest's premier trainers and facilitators is known for his highly interactive and effective training programs. His humorous and engaging style creates environments where participants learn, gain insight and develop new skills.

As a facilitator Lenny has the ability to help teams and groups identify and resolve issues and conflicts. Whether it be for Team Building, Planning or Problem Solving Lenny has designed and facilitated hundreds of sessions that get results and meet client expectations and goals.

Michael Clark - Constant Contact

Michael Clark is a communications expert with more than eight years experience in education, marketing, and graphic design. Prior to joining the Global Market Development Team of Constant Contact in 2007, Michael spent five years working as a "Technology Educator" for the non-profit sector of Arizona and two years as a graphic designer for a real estate corporation in Minnesota.

Michael has been a coach and instructor in technology in subjects as diverse as GIS (Geographical Information Systems), Microsoft Office programs, Online Technology Implementation, Technology Disaster Planning and Prevention, and Web Site planning and implementation. When asked about is background, Michael says, "My exposure to diverse elements of technology and my role as both an educator and communicator has given me many great insights. I love communications and customer service - and I am a big fan of how Email Marketing can play such a powerful role in relationship building for businesses."



Molly Davis - Learning Point, Inc.

Molly Davis is one of Learning Point's senior consultants and has more than 20 years of experience in corporate development including customer service, training, public speaking, and writing. Prior to joining Learning Point, Davis spent 15 years at Nordstrom holding various positions including human resources manager. She also co-authored "Letters to Our Daughters: Mothers’ Words of Love," a collection of photos and letters written by mothers for their daughters, sharing valuable lessons from their life experiences. In her current role, Davis co-develops training curriculum, facilitates training workshops and maintains strong, positive relationships with clients.

A self-proclaimed "soccer mom" and junk store enthusiast, Davis received her bachelor of science in education from Pacific Lutheran University, Tacoma, Wash. She is also bilingual in Spanish. Davis and her husband, Tom Pierson, have four daughters, Haley, Lauren, Valerie and Clare.



Dan DeLapp - Aegis Consulting Group

Dan DeLapp is a Human Resource Development professional with a background in behavioral psychology and 25 years experience helping individuals become better at what they do.

Dan is the founder of and principal in The AEGIS Consulting Group, an affiliation of consultants specializing in Executive Development, Succession Planning, Leadership Development and Organization Transition. Prior to consulting, Dan spent 18 years in the oil industry with the Atlantic Richfield Corporation and three years in the high tech industry with SEH America. Dan has helped to improve the performance of hundreds of individuals in areas such as leading and motivating others, interpersonal communications, setting and reaching work related goals, conflict management, influence and group interaction.

Dan has a BS degree in Behavioral Psychology from North Dakota State University and has done post-graduate, independent study in motivation and leadership. He also holds a certificate in Career Development from the University of Washington. In addition, Dan was a member of the adjunct faculty at Alaska Pacific University where he taught organization change and leadership related courses. Dan is a member of Society of Human Resource Management, American Society of Training and Development, Organization Development Network.

Brad Fishel - Planned Change Consultant

Brad Fishel, Ph.D., is an organization and management development consultant combining work at Portland General Electric and self-employment. He has over 25 years experience working in roles of both internal and independent consultant and manager of a corporate management development department.

He specializes in working with leaders and management teams to do strategic planning, performance scorecards, organization design, talent management, implementation of change and in designing and leading management development through real-work challenges, programs and workshops.

Brad graduated in Philosophy from Pomona College and earned a Masters in Education from Stanford University and a PH.D in Counseling Psychology from the University of Oregon.

Richard Foo - Nike

Richard Foo currently is the Global Brand Marketing Information Technology Director at Nike where he is responsible for the internal and external applications that supports Nike's consumer experiences and technology capabilities. Richard has been at Nike for 12 years where he has held other positions such as Global Apparel Supply Chain Program Manager, US Region IT Director, and Global IT Strategic Planning Director.

Previous to Nike, Richard was the IT Director for Precision Interconnect a subsidiary of Tyco Electronics for 5 years. In addition, Richard worked for Tektronix for 15 years where his IT background covered ERP applications, Sales Force Automation, Activity-Based Costing, Engineering Costing, and other general IT management responsibilities.

Rob Fotheringham - Vial Fotheringham LLP

Rob C. Fotheringham is a founding partner of Vial Fotheringham, LLP, a Portland-based law firm where the entire staff of 16 attorneys and other support personnel focus primarily on providing legal services to clients in the areas of estate and business planning, real property purchases and financing, homeowner association law, and commercial litigation in state and federal courts. Vial Fotheringham LLP also has a branch office in Salt Lake City, Utah.

Rob has extensive experience in providing estate and business planning legal services. Rob was first admitted to practice in the states of Utah and Nevada in 1986, and later admitted to practice in Oregon after relocating in 1989. He regularly advises estate and business planning clients on the advantages and disadvantages of wills, living trusts and irrevocable trusts, corporations, limited liability companies, charitable-giving strategies, powers of attorney for financial decision-making, and advanced directives for healthcare. The majority of Rob’s clients are referred to him by other legal, financial, and real estate services professionals who have come to rely on him for providing their clients with competent and reasonably-priced legal services.

Rob and his wife, Linda, live in Hillsboro, Oregon, and together they have raised five children over the course of their 26-year marriage. Rob is active in church and youth organizations and he recently served on the Board of Directors and as President of Bienestar (formerly HDC of Northwest Oregon), a non-profit community development organization that provides affordable housing and life-enriching services to Hispanic farmworkers and their families.

Katherine Heekin - Heekin Law Office

Katherine Heekin, founder of The Heekin Law Firm, has a business litigation practice with an emphasis on fraud-related claims. She is a graduate of Princeton University and the University of Oregon School of Law, where she was Executive Editor of the Oregon Law Review. She is a former clerk to United States District Court Judge Ann Aiken. Katherine is licensed to practice law in Washington and Oregon.

Katherine provides fraud prevention training and is an instructor with NACVA's Forensic Accounting Academy. Because 97% of all information is created electronically, it is essential in fraud assignments to understand how electronic information is created, altered, stored, deleted, and hidden. She also provides consulting services in the areas of electronic information discovery and management in anticipation of and during internal investigations and litigation. Katherine has extensive experience with factoring companies, software companies, banks, builders, mortgage brokers, stock brokers and brokerage businesses, accountants and accounting firms, family-owned businesses, doctors, hospitals, investment funds, and sports and leisure businesses among others.

Jonathon Hensley - Empire Group

Jonathon Hensley is founder and CEO of Empire Group, Inc., a full-service Interactive Agency that amplifies growing and evolving brands across the Interactive space. Jonathon founded Empire Group in 1998 with a vision to create an Interactive Agency that lived on the corner of business and technology, connecting the disciplines of traditional advertising, branding, media and public relations and extending them through a comprehensive interactive service offering. The result translates these areas of expertise into innovative solutions and user-centric experiences across desktop, Web and mobile environments.

Jonathon is regarded as an emerging leader of what has been termed "The Digital Nervous System" - a new business paradigm in which intuitive Internet applications link enterprise, desktop, and mobile environments together to better meet the needs of businesses and individuals. He believes this will lead to a new level of creative innovations, productivity breakthroughs, communications and quality of both products and services, while reducing risk and cost. His goal is to bring the benefits of these advances to individuals and organizations around the world.

Tim Hickey - Tim Hickey Consulting

Tim Hickey helps entrepreneurial ventures grow into managed organizations - without losing the energy.  He has been contributing to the profitable growth of companies in multiple sectors for over 25 years.  Hickey has been CEO of Lingo Systems, VP Marketing and Product Management for Columbia Ultimate, Director of Global Sales for Productivity Press, and Founder/CEO of The Delivery Vehicle, friendsofwater.com and Growth Management Inc., a consulting practice in Cambridge, Massachusetts.  Tim has also served as a mentor through the Oregon Entrepreneurs Forum, an advisor to varied firms, and is the former Chairman of the Board of the non-profit Reusable Resources Association.

Hickey has helped many companies refine their strategic direction, clarify their value proposition, build brands and rapidly implement improved marketing, sales and operational processes.  Mr. Hickey brings a systems view to the creation of scalable business processes.  He helps organizations quickly execute initiatives that deliver exceptional results.

Steve Hunlow - Lattice Semiconductor

Mr. Hunlow has spent 35 years as a Cost Accounting Manager, Financial Planning Manager, Division and Corporate Controller. He has worked for American Hospital Supply, PPM Energy, and TriQuint Semiconductor and is currently working for Lattice Semiconductor where he has implemented these innovative techniques. Mr. Hunlow holds a CPA certificate and an MBA from Columbia University.

Ryan Janeway - ACM Coaching and Consulting

Ryan Janeway is an accomplished speaker, leader, entrepreneur, and father of three. In a little under a decade, Ryan has founded 5 successful companies in industries including healthcare, consulting, and medical software. He currently works as the CEO of MediPro Direct, a medical software and networking solution for independent medical clinics. When not at MediPro Direct, Ryan spends time as a business development consultant with ACM Coaching & Consulting, helping other entrepreneurs create and implement sound business models.

Kevin Jones - GTS

Kevin D. Jones focuses on learning using social media. He has been in the learning industry for over 10 years, leading company wide learning & training initiatives. The last few years he has focused on creating collaborative, social learning environments which allows businesses to share their knowledge and learn from each other - internally and with customers. Currently he is the Training Manager at GTS, a software and internet marketing company, and is an independent consultant on all things social.

Kevin earned his bachelor's degree from the University of Oregon in Business Management and is nearing completion of his masters degree in Instructional and Performance Technologies from Boise State University. He runs the "Social Learning Question of the Day" (@slqotd) on Twitter and co-hosts a weekly podcast. He is the director of the Social Learning Special Interest Group for the local chapter of the American Society of Training and Development (ASTD) and is the director of marketing for the non-profit concert production company, Jim Band Music. His blog and more information is found at EngagedLearning.net.



Laurie Julian - FranklinCovey

Outstanding service, commitment to excellence, and a variety of professional as well as life experiences make Laurie Julian one of FranklinCovey's most effective consultants. Clients appreciate her candor coupled with her down-to-earth style. Simply stated, she gets results.

Clients value Laurie's expertise in change management. She has been effective in consulting and coaching senior-level and mid-level managers on issues related to leadership and culture. She is skilled in facilitating the integration of principle-centered training and development with strategic business objectives.

Prior to her work with FranklinCovey, Laurie was a Vice President and Senior Consultant with Organizational Dynamics, Inc. (ODI), an international firm specializing in Total Quality Management and business process redesign. In addition she was a consultant with Time Management International (TMI), a Training Director with Southern California Training Council, and a Regional Director with Sensa Educational Systems.

David Kelly - SW Washington Agency on Aging and Disabilities

David Kelly of Vancouver, WA currently serves as the Executive Director of the SW Washington Agency on Aging and Disabilities, a five county government agency dedicated to providing quality programs connected to the communities Older Americans. After obtaining a Masters in Public Administration from Brigham Young University, David has been employed in various management positions in the public and private sectors. Active in community volunteer efforts, David currently is on the Executive Board of the SW Washington Medical Center Foundation as Immediate Past President. He has recently received the prestigious Gold Heart Award as a 25 year American Heart Association volunteer. David also maintains an adjunct professor status teaching in the Masters of Public Policy program at Washington State University Vancouver. David and his wife Jessica are the parents of 5 boys and grandparents of two boys.

Rhonda Meadows - HR Solutions

Rhonda has worked in the Human Resources field for over 20 years. She has thorough experience in several subjects including: organizational development, benefits administration and recruitment/staffing, community relations, program/policy formulation, management training, presentations before groups, teaching, coaching, labor relations, negotiation, mediation, and counseling.

Her background has been marked by long-term affiliations, continuing advancement, and innovative contributions to the HR function at major corporations. She was formerly VP of HR at Columbia Distributing Company, HR Director at Risk Management Group, and District Personnel Manager at Payless, Inc. As a consultant she has served such major brands as Pepsi, Triquent Semiconductors, and Micro Tech.

Charlena Miller - Authentic Story Telling

Charlena Miller works with leaders, teams and organizations to bring their values, passion and strengths into every part of their work and business. Her company, Authentic Storytelling, partners with organizations to identify, craft and live their story in ways that create business value. Charlena builds relationships and trust that create speed, fluidity and momentum. She focuses on long-term and immediate goals, continually bringing both together. Clients see visible results rather than a strategy document that sits on a shelf. Charlena’s work encompasses a variety of industries, including foodservice, technology, education, insurance and human resources and organizations such as Boyds Coffee Company, Hewlett-Packard, Intel, AT&T, Mazzio’s Pizza and Prudential.

Charlena believes that connecting people with their passion and purpose is sacred work. She has a seminary education in spiritual formation and leadership and is engaged in doctoral work in support of vocation with purpose and bringing our spirit and soul to our work. Charlena is a spiritual director, retreat and group leader and transformational catalyst. She engages life from what she believes and is most fulfilled when supporting people in living, leading and working from a deep sense of purpose.

Dave Murray - Convergence Networks, Inc.

With over 20 years of experience in business management and advanced technical know-how, Dave Murray has the strong financial background to advise small to medium sized companies on the best way to maximize their profits through their selection of IT services. He developed the Seven Cycles of Network Health and Evolution, a basic step-by-step guide for business owners that details why proper IT support is important and how their company will be there to assist - in a way that the not-so-technologically savvy can understand.

Convergence Networks and Dave Murray's approach at IT support is to build relationships with their customers, and tailor services based on the needs of the individual client. They analyze the client's needs and design the systems they need to grow, and to help prepare for the unexpected.

Dave's informative presentations marry results-driven strategies and tactics with real world insights, helping audiences improve their IT knowledge and understanding. His easygoing and relatable personality combined with a wide-range of expertise make him a captivating speaker.


Jean Pal-Freeman - Nike

Jean Pal-Freeman is the Global People Systems Director at Nike where she is responsible for the applications used to support Human Resources, Corporate Services and Legal. Jean has been at Nike for 6 years where she has held various roles within HRIT including Business Systems Analyst for the EMEA Region, HRIT PM and HRIT Manager.

Previous to Nike, Jean worked in IT roles supporting Human Resources for AT&T and Lucent Technologies for 11 years. These roles included working with the HRIT Human Factors Engineering group in the Usability testing laboratory, Deployment Management for HR ERP and various Business Systems Analyst and Lead for development and deployment of PeopleSoft and SAP.

Connie Plowman - Cadence Management Corporation

CONNIE PLOWMAN, PMP, is Chief Operating Officer for Cadence Management Corporation, an international project management training and consulting firm. Connie started with Cadence in 1988, after a successful career with IBM in employee, customer and executive education. At Cadence, Connie is a corporate officer responsible for management of day-to-day activities of the corporation, reporting directly to the CEO. She is a member of the Cadence Leadership Team supporting the organizations' mission and strategy, contributing to the planning, organizational development and direction of the business. Working with Cadence's worldwide customers, Connie has the opportunity of talking daily with global clients about their project management needs and challenges. She has over 20 years working in the project management profession.

Connie is a graduate from Portland State University. She is a certified Project Management Professional (PMP) by the Project Management Institute. Connie is an active volunteer leader in PMI, and has held various board positions, including Chapter President for PMI-Portland. She currently volunteers as a global team member for PMIs' Leadership Institute Advisory Group.

In the last 25 years, Cadence Management Corporation has helped hundreds of organizations and thousands of project managers to reach success through project management. Today, organizations around the world count on Cadence training, in-depth consulting, and innovative supporting tools, to provide structure and discipline to projects, and to help them deliver more with less. From locomotives to PCs, financial services to medical equipment, spacecraft to coffee, Cadence is in the products and services that touch the world every day.

Cadence Management Corporation. Connecting people worldwide and transforming businesses through project management.

Ellen Raim - Coraggio Group

Ellen has twenty two years of experience with organizations and how people make them successful. She started her career as a labor and employment attorney for one of the country's largest law firms. It was as a lawyer that she first saw what happens when companies fail to focus on building robust people systems. She left the law and moved into senior level Human Resources Positions at Intel and Electro Scientific Industries where she developed and deployed people strategies to complement the business direction.She began consulting in 2007; she focuses on integrating business strategy, large scale change management, and organizational development.

Ellen has a B.A. in Economics from Brown University, an M.A. in Organizational Design from Seattle University and her J.D. from the University of Miami School of Law.

Barry Rellaford - GreatWork, LLC

Barry Rellaford is the founder of GreatWork, a consultancy focused on leveraging the unique strengths and passions of individuals, teams, and organizations to perform meaningful work. He has an extensive background in people and leadership development as a coach, facilitator, and leader. Barry has developed people from over 90 countries by leading sessions throughout North America, Europe, Asia, and Africa. Barry is also a co-founder of FranklinCovey's Global Speed of Trust Practice and was a significant contributor to the bestselling book by Stephen M. R. Covey, The Speed of Trust (Free Press, 2006).

Before founding GreatWork, Barry led FranklinCovey's Learning Expedition Center, the company's internal corporate university focused on the development of FranklinCovey salespeople and consultants. He also served as the Vice President of Organizational Development for Metatec Corporation and as a performance consultant at CompuServe Incorporated.

Barry received a Master's degree in Labor and Human Resources from the Fisher College of Business at Ohio State University and a bachelor's degree in Organizational Communication from Brigham Young University.

Barry's great work includes the awakening and alignment of people with their gifts and passions. Barry and his family live in the shadows of the Rocky Mountains in Utah. Barry's interests outside of work include family activities, music, reading, people development, and the American West.



Lisa Romo - True Colors

Lisa brings her high energy style and contagious enthusiasm for training and development to her work as a True Colors Master Certification Trainer. Lisa has been working with True Colors since 2007 as a certified trainer and in 2008 received her Master Certification status allowing her to certify other trainers. Lisa is actively involved with True Colors as a member of their Corporate Team which is responsible for customizing programs specifically for corporate clients. With over 15 years of experience as professional trainer working within a variety of organizations Lisa specializes in working with leaders to increase organizational capability by integrating training and development into the mainstream of business operations.

Currently Lisa is the Manager of Training and Development within the State of Oregon, PERS, and partners with Learning Point, Inc. Lisa's style, values, and approach to her work create opportunities for her to partner with other training and organization development professionals throughout Oregon, Washington, and California.

Lorraine Scott - ACM Consulting

My gift is developing people and the organizations they serve. By nature, people are growth-oriented and have a deep desire for excellence. Coaching’s purpose is to work with these natural internal motivations in order to facilitate transformational movement and create significant success.

I work from a position of respect for the individual and a belief in their strengths. I believe that people have everything they need in order to be successful; what gets in the way is what they don’t see-and therefore can’t ask for (specific skills training) or shift (attitudes and behaviors). Because coaching provides a respectful, co-creative environment, it brings a “looking” that simply isn’t available otherwise. It is within this new “seeing” that behavior alters and organizations move.

In addition to working directly with CEOs and mid to upper level management, I have been frequently called on for team trainings. I also have extensive public speaking experience and have taught in the business department of the local college. I believe that my business experience, including being an entrepreneur in my own right, strengthens my skills and my credibility with leaders.

Chari Smith - CR Smith Consulting

Chari Smith, principal of CRSmith Consulting, has worked in several different areas including technology, education, and healthcare. She is also a guest columnist with the Portland Business Journal, and has written several articles including "Good Brands act like a Home's Foundation," published April 4th, 2008. You can learn more about her at www.crsmithconsulting.com.

Tracey Snoyer - Cascade Alliance

Tracey brings more than two decades of Corporate Leadership, from small and startup to Fortune 150 organizations. She spent nearly nine years at Nike in various leadership positions, including leadership in the Supply Chain and E-business organizations. For 20 years, she has been on the front lines facing the difficult challenges of running an organization and rallying staff behind a vision and aggressive goals. Tracey knows from firsthand experience what it takes to achieve meaningful, successful individual and organization-wide change. As a Transformational Business Coach, she has helped more than 30 businesses produce breakthrough and turnaround results in revenue, profitability and team effectiveness. She holds an MBA from the University of North Texas.

Tracey works with Senior Leaders of organizations to move business forward. She specializes in assisting companies who are interested in high-growth in their industries, or are in turn around situations. She currently has clients in the legal, non-profit, technology, construction, retail, marketing, real estate and professional services industries.

Joe Vance - Miller Nash Law Firm

Joseph Vance is a partner in Miller Nash's litigation department. He has successfully represented clients in a wide variety of complex litigation in both state and federal court in Washington and Oregon. Joe has significant experience litigating employment related claims. He has successfully defended numerous employers charged with wrongful discharge, sexual harassment, race, sex, age or disability discrimination, and whistle-blower retaliation.

Joe serves on the board of the Vancouver Symphony Orchestra and is also a member of the Vancouver Rotary Club. He received his bachelor’s degree from Brigham Young University and his law degree from the University of Washington. In his free time he enjoys coaching his kids in soccer and basketball.

Dan Vetter - Vetter Solutions

Dan's personal mission is to make people - including businesses and organizations - successful. As an "Organizational Chiropractor" he seeks to eliminate the pain organizations experience from misalignment. He believes success comes when leaders, employees, and processes are cleanly aligned with what customers want. His training and quality background make him the ideal Performance Consultant.

Colleen Wright - Response Interactive

Colleen’s passion is helping people leverage the Internet to increase website visitors, leads and sales. As an educator in Internet marketing for the Search Engine Academy of Oregon, she gets energized when her students follow the guidelines taught in her classes and then experience visible proof of the power of Internet marketing.

Colleen is an Oregon native and graduate of Portland State University with two Business Administration degrees in marketing and advertising management. Her career has spanned a variety of industries from banking and finance to seminar marketing, sports marketing, high tech, non-profit and horticulture. As an Internet marketing consultant and owner of Response Interactive LLC, she enjoys helping her diverse client base and students capture their target market through the power of the search engines and the strength of compelling content.

Dale Zabriskie - Symantec Corp.

Dale Zabriskie, aka: "Dr. Z", currently serves as Principal Technologist for Symantec Corporation's Executive Briefing Center. As an evangelist for company, Dale engages C-level executives in discussions focusing on Symantec's technology, strategy and vision as a global leader in infrastructure software. His ability to relate both technically and conceptually in an authoritative, yet entertaining style is born out of his 30 years of career experience in technology, regulatory compliance, research and development, manufacturing, and sales. Dale regularly conducts corporate presentations and internal training in global financial centers such as London, Paris, Zurich, Munich, Tokyo, Beijing, Seoul, Hong Kong, Singapore, Bangalore, Sydney, Los Angeles, Chicago, and New York. Pacific Northwest customers include Boeing, Microsoft, T-Mobile, Alaska Airlines, Getty Images, Columbia Sportswear, Ross Stores and, Washington Mutual.

Susan Zabriskie - Performance Works LLC

Susan Zabriskie is the owner of PerformanceWorks LLC, a Portland-based performance consulting firm. As a performance consultant, trainer and facilitator, Susan assists organizations by analyzing and identifying root causes of performance gaps and developing effective and lasting interventions that improve productivity and employee engagement. With over 20 years experience as a training professional she has created and delivered large-scale training programs in public, government and corporate sectors.

As a Certified Emotional Intelligence Consultant Susan works with all levels of organizations to improve leadership, team and organizational effectiveness. She has assessed and coached CEO's, executives, engineers, veterinarians, teams and individual employees in a wide variety of industries from hi-tech to healthcare. She has appeared on KATU's AM Northwest television show discussing the application of emotional intelligence for personal and organizational growth.

Susan is on the faculty of Marylhurst University where she teaches in the Communication Studies Department. She holds a masters degree in Instructional Systems from the University of Central Florida. Her client list includes City of Portland, Shinetsu America, Tri-Met, NACCO Materials Handling Group, Portland Metro and Molalla Communications.

Jerry Zygmuntowicz - Collaboras Consulting

Jerry Zygmuntowicz is an interdisciplinary business consultant and executive coach serving executives in public and private companies as well as public sector agencies. Jerry has a proven track record helping organizations navigate complex change, initiatives succeed across boundaries, and executives develop as leaders. He has twelve years experience in leadership positions at Hewlett Packard and Intel in consulting, leadership development, marketing, business development, strategic planning and supply chain. He also has extensive experience in the energy, healthcare, public sector, construction, engineering, and forest product sectors. Jerry earned MBA and BS Engineering degrees from Cornell University, and has received professional certifications in Organization Development, Professional Coaching, and Facilitation. He is active in numerous professional organizations.

TaylorMade
FranklinCovey
Portland Business Journal
ConstantContact
Viatech Publishing
Quma Learning
LeaderStream
Telenect
Empire Group
KXL News Radio

Oregon State University
Dress for Success - Oregon Chapter
Meeting Professionals International - Portland Chapter
East Portland Chamber of Commerce
Portland Human Resource Management Association
Portland Female Executive Association
Organizational Development Network of Oregon
ASTD Cascadia