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October 20-21, 2015
SUMMIT PARTICIPANTS
� Fernando Aguirre*, Owner and CEO, Erie SeaWolves; Retired Chairman and CEO, Chiquita Brands International, Inc.
� John P. Angelos, Chief Operating Officer and EVP, Baltimore Orioles; President and COO, Mid-Atlantic Sports Network
� Donald A. Baer, Worldwide Chair and CEO, Burson-Marsteller � Kelvin A. Baggett, SVP, Clinical Operations and Chief Clinical Officer, Tenet Healthcare Corporation � Shane Battier**, Founder, The Battier Take Charge Foundation; Retired Player, NBA � Katie J. Bayne, Senior Vice President, Global Sparkling Brands, Coca-Cola � Ori Brafman**, Author, “The Starfish and the Spider” and “Sway”; Co-Founder, Silicon Guild � William Boulding, Dean and J.B. Fuqua Professor of Business Administration, Fuqua School of Business � LT GEN Robert B. Brown*, Commanding General, U.S. Army Combined Arms Center and Fort Leavenworth;
Executive Vice Chancellor, Army University; Deputy Commanding General, Combined Arms, U.S. Training and Doctrine Command
� Deanie Dempsey, Military Family Advocate � GEN Martin E. Dempsey (Retired), 18th Chairman of the Joint Chiefs of Staff � Jeffrey S. Gordon*, Chief Executive Officer, Expedite Commerce � Al Guido, Chief Operating Officer, San Francisco 49ers � Mark L. Heimbouch*, Chief Operating Officer and Financial Officer, Vantiv � Kimberly Jenkins, Founder, Duke Innovation and Entrepreneurship Initiative � L. Gregory Jones, Williams Professor of Theology and Christian Ministry; Senior Strategist, COLE; Senior
Strategist, Leadership Education, Duke Divinity School � Jeffrey J. Jones II*, EVP and Chief Marketing Officer, Target � David Kohler*, President and CEO, Kohler Co. � Mike Krzyzewski*, Head Coach, U.S. Men’s National Basketball Team; Head Coach, Duke University Men’s
Basketball Team; COLE Executive-in-Residence � Joseph N.G. LeBoeuf Jr., Professor of the Practice of Management; Faculty Advisor, COLE Leadership
Fellows Program, Fuqua School of Business, Duke University � Belinda Louie*, Special Advisor to the Chairman and CEO, H.Y. Louie Co. Limited � Brandt C. Louie, Chairman and CEO, H.Y. Louie C. Limited � Douglas B. Lowey, Founding Principal, President and CEO of Brownstone Investment Group, LLC � Frank Mars, President, Mars Symbioscience � Daniel J. McCarthy, Chief Executive Officer and President, Frontier Communications Corporation � Fred Perpall, Chief Executive Officer, The Beck Group � James H. Quigley, Chief Executive Officer Emeritus, Deloitte U.S. � Sanyin Siang*, Executive Director, COLE � Sim B. Sitkin*, Professor of Management; Faculty Director, COLE; Director, Behavioral Science and Policy
Center, Duke University � Lisa M. Shalett*, Chief Marketing Officer, The Odyssey; Former Partner, Goldman Sachs � Elizabeth Thompson, Chief Executive Officer, C-Change � Martin J. Yudkovitz**, Retired Head of Strategic Innovation, The Walt Disney Company
*COLE Advisory Board and Leadership Circle members; ** COLE Senior Fellows
Fernando Aguirre Owner and Chief Executive Officer, Erie SeaWolves; Former Chairman and Chief Executive Officer, Chiquita Brands International, Inc. Fernando Aguirre is an owner in professional baseball. He is the sole owner and CEO of the Erie SeaWolves team, the Double AA affiliate of the Detroit Tigers. He is also the second largest owner and Vice-Chairman of the Myrtle Beach Pelicans, the Advanced A affiliate of the Chicago Cubs. He also owns a minority position in the Cincinnati Reds.
Aguirre served as Chairman & CEO of Chiquita Brands International for almost 9 years between 2004 and 2012, at the time a Fortune 500 global public company. Prior to Chiquita, Aguirre worked for more than 23 years at Procter & Gamble (P&G), in various marketing and general management roles in Mexico, Canada, Brazil and ending his career in Cincinnati when he was hired away by Chiquita in 2004. Aguirre currently serves on the boards of Aetna Inc, a Fortune 50 company, Barry Callebaut, the largest chocolate and cocoa producer in the world, and Coveris, a global flexible packaging company. He is a member of the board of Duke University Fuqua's School of Business and Coach K Center on Leadership and Ethics (COLE). He is also on the Advisory Council of the Bechtler Museum of Modern Art in Charlotte, North Carolina. Aguirre uses his experience as a global business executive and leadership expert to speak publicly and provide advisory services on leadership, strategy, communication, marketing, branding, governance, and social media. Aguirre joined YPO in 1991 and served as the President of the Mexico City chapter in 1997. He is currently a member of YPO's Intercontinental Chapter and of WPO's Rebel chapter (Charlotte/Atlanta). He attended the prestigious YPO Harvard President’s seminar for ten years earning HBS graduate status in 2009. Aguirre previously served on the boards of Coca Cola Enterprises, Levi Strauss & Co, and Univision Communications. He also served on the International Board of the Juvenile Diabetes Research Foundation. In 2001, Aguirre was a founder and the first Chairman of the advisory board to the Marshall School of Business at USC. A native of Mexico, Aguirre obtained a baseball scholarship at Southern Illinois University Edwardsville. He earned a business degree with a marketing major in 1980. At SIUE, he was elected to the Athletic Hall of Fame in 2007 and the alumni Hall of Fame in 2009. In 2012, Aguirre received an honorary doctoral degree from SIUE. Aguirre is married and has two sons. In 2010, Aguirre became the first Hispanic CEO to participate in the CBS series Undercover Boss. In 2011 he was recognized as one of the 100 Influentials by Hispanic Business Magazine, and was also honored with the Hispanic Heritage Leadership Award by the NFL. Aguirre and his family became naturalized US citizens in 2009. Fernando believes in the power of social media. Follow him on twitter @FdoAguirreCEO
John P. Angelos Chief Operating Officer and Executive Vice President, Baltimore Orioles; President and Chief Operating Officer, Mid-Atlantic Sports Network For more than two decades, John Angelos has led the management team for Major League Baseball's Baltimore Orioles as Chief Operating Officer and Executive Vice President and for the Mid-Atlantic Sports Network (MASN) as President and Chief Operating Officer. Angelos steers the day-to-day business operations of the franchise and team-owned network, including multimedia rights negotiation; television network management and distribution; Camden Yards and Sarasota sports facility development, public-private partnership, and
design; comparative league and labor policy economics oversight, and all entertainment, marketing, sales, promotion, and day to day management of the company's sports franchise, facilities, and media platforms. Widely-recognized as a sports and entertainment industry expert, Angelos frequently participates as a panelist before industry conferences and as a guest lecturer at university and college sports and entertainment business management programs. He has been a featured panelist at London's Leaders in Sports Summit and at the Bloomberg Sports Media Conference; is a member of the Global Sports Summit; served as past board member of the Jim McKay Maryland Million; and has appeared as a guest expert on a variety of national media networks, including CBS, PBS, MSNBC, Fox, Rogers, Bloomberg Television and Bloomberg Radio, as well as many others. Over the past ten years, Angelos has also been extensively involved with the creation, start-up launch, and day-to-day business operation of the regional sports television network MASN. Under his leadership, MASN launched as a full-time, 24-hour, year-round sports network in 2005 and is now available to more than six million households reaching more than 18 million viewers throughout a seven-state area from Pennsylvania through North Carolina. While securing carriage agreements with several dozen cable and satellite operators throughout MASN's television territory, Angelos recruited a high-profile team of on-air talent, television production staff, and an executive management group and oversaw a variety of award-winning, cutting-edge programming and production initiatives. In addition, Angelos led the development of a team-operated, in-house regional sports radio network operation, the Orioles Radio Network. In 2011, Angelos concluded his leadership of a seven-year project to develop a state-of-the- art Ballpark, year-round athletic training complex, and corporate home for the Orioles in Sarasota, Florida by negotiating a public-private partnership between the Orioles, the state of Florida, and Sarasota County. Angelos secured $31.2 million in public funding from the state and county used to design and build the project. Angelos worked with officials throughout the state to link the Orioles Mid-Atlantic regional marketing base with the Greater Sarasota area. The state of Florida and Sarasota County recently reported that in 2015 this unique private-public partnership with the Orioles has generated over $80 million in annual tourism-based economic impact for local taxpayers. On an international front, Angelos was a representative of the Orioles franchise in the discussions between the Orioles, the government of Cuba, and the United States government that culminated in the Orioles becoming the first American professional sports team to play a Cuban opponent and the first MLB team to play the Cuban National Baseball Team, when the two teams met in an historic two-game series held at Oriole Park at Camden Yards and in Havana, Cuba in March, 1999. John is a graduate of Duke University and earned his Juris Doctorate at the University of Baltimore School of Law.
Donald A. Baer Worldwide Chair and Chief Executive Officer, Burson-Marsteller Don Baer is Worldwide Chair and Chief Executive Officer of the global strategic communications firm Burson-Marsteller, a WPP company. He is also Chair of research firm Penn, Schoen and Berland. Don has been part of Burson-Marsteller’s senior leadership since 2008 and has led major client engagements in every sector and part of the world. Baer’s career has spanned leading roles as a media and communications
executive for important business, government and non-profit organizations. He has had extensive strategic, creative and operating experience in corporate and media roles and at the highest levels of the U.S. Government and politics. From 1998 to 2007, Baer was a top executive at global media company Discovery Communications. As Senior Executive Vice President for Strategy and Development and an executive committee member, he was a deputy to the Worldwide CEO, leading new ventures and acquisitions, marketing, corporate communications, research, public policy, and digital media strategy and operations. He drove significant growth in Discovery’s online offerings, including digital acquisitions and the launch of its first mobile video services. He helped found and oversaw the Discovery/New York Times Company joint venture in the Discovery Times Channel. As a producer, he supervised Discovery’s public affairs content, including the 2004 Emmy Award-winning series Decisions That Shook the World and a documentary series with Thomas Friedman of The New York Times. Baer led Discovery’s partnership with the American Film Institute to create America’s largest documentary festival Silverdocs. From 1994-98, Baer served President Bill Clinton as a senior White House adviser. As Assistant to the President and White House Director of Strategic Planning and Communications and, before, as Chief Speechwriter/Director of Speechwriting and Research, Baer helped lead the historic 1996 re-election campaign, drove integrated communications strategies across domestic and foreign policy, and developed many major Presidential speeches and policy initiatives. From 1985-93, Baer was a journalist. For seven years, at U.S. News & World Report, he covered politics and the White House and, later, as an assistant managing editor, oversaw national and international coverage. He also worked at The American Lawyer, has written for publications including The New York Times and POLITICO and was a CBS News on-air analyst in 1998-99. For 15 years starting in 2000, he was a writer for the annual Kennedy Center Honors TV production, winning two Writers Guild of America awards. In the 1980s, Baer was a media lawyer at New York’s Patterson, Belknap, Webb & Tyler. Baer is Chair of the Board of Directors of PBS, the U.S. Public Broadcasting Service, and is a member of the Board of Directors of Meredith Corporation. He also serves on the Boards of The Urban Institute, the News Literacy Project, Project Word, the Reuters Editorial Advisory Board and Fora.tv and on the Advisory Council of The First Year: POTUS 2017 Project at The University of Virginia’s Miller Center for Public Affairs. Baer served on The University of North Carolina at Chapel Hill Board of Visitors and was inducted into the North Carolina Halls of Fame in Journalism, Advertising and Public Relations. Don received a B.A. from The University of North Carolina at Chapel Hill (Phi Beta Kappa), a Master’s in International Relations from the London School of Economics and Political Science and a J.D. from The University of Virginia School of Law. He and his wife, Nancy Bard, have two sons and live in Washington, D.C.
Kelvin A. Baggett, M.D. Senior Vice President, Clinical Operations and Chief Clinical Officer Tenet Healthcare Corporation Kelvin Baggett serves as the senior vice president of clinical operations and chief clinical officer for Tenet Healthcare Corporation. Together with the president of hospital operations, Baggett co-leads strategies to enhance Tenet’s position as a leading provider of high value care and services. He is also responsible for improving and integrating care across the care continuum, evaluating clinical technologies and providing leadership on where clinical capital is deployed. Baggett is a member of the
Tenet Executive Leadership Team and reports directly to Trevor Fetter, Tenet’s president and chief executive officer. Previously, Baggett served as Tenet’s chief medical officer, overseeing the efforts to improve clinical outcomes and the efficiency associated with achieving those outcomes in all Tenet inpatient and outpatient settings. Prior to joining Tenet, Baggett served as vice president of clinical strategy and chief operating officer of the Hospital Corporation of America (HCA) Clinical Services Group, a leadership team focused on developing and executing strategies to improve quality, safety and clinical performance throughout HCA’s inpatient and outpatient facilities. Certified by the American Board of Internal Medicine, Baggett completed his training in internal medicine at the Yale University School of Medicine. He completed dual fellowships as a general internal medicine fellow at the Duke University School of Medicine and as a Robert Wood Johnson Clinical Scholar at the Johns Hopkins University School of Medicine. His fellowship work focused on improving the quality, safety and efficiency of clinical care. He earned a bachelor’s of science degree in biology from the University of North Carolina at Chapel Hill, a doctor’s of medicine degree from the East Carolina University School of Medicine, a master’s of public health degree from the Johns Hopkins Bloomberg School of Public Health and a master’s of business administration degree from the Fuqua School of Business at Duke University. Baggett is a Fellow of the American College of Physicians and a Fellow of the American College of Healthcare Executives. He is active in the Dallas community and serves on the museum council of the Perot Museum of Nature & Science and the board of St. Philips School and Community Center. Kelvin is a member of the Duke University Fuqua School of Business’ Board of Visitors, where he also serves on the Capital Campaign Committee. He previously served as an advisor to HLM Venture Partners, a venture capital health care investor firm. He has been recognized by Modern Healthcare as one of the 50 Most Influential Physician Executives for 2012 and 2013.
Shane Battier Founder, The Battier Take Charge Foundation; Retired NBA Player Over his distinguished 13-year NBA career and his heralded collegiate career at Duke University, Shane Battier has established himself as a scholar athlete, All-American, leader, champion and philanthropist. Dubbed the “No-Stats All-Star” in a New York Times Magazine cover story written by Michael Lewis, Shane is regarded as one of the most complete players in the NBA for his leadership, lockdown defense, and intellectual approach to the game. Battier graduated from Duke University in May 2001 with an NCAA Championship
and a degree in comparative religions. He swept the national player of the year awards, was named the academic player of the year and won a gold medal at the Goodwill Games as a member of USA Basketball. Selected by the Memphis Grizzlies as the sixth pick in the NBA Draft, Battier helped connect the team with the city of Memphis after the franchise relocated from Vancouver. He ultimately led the Grizzlies to their first-ever playoff appearance during the 2003-04 season. A trade during the summer of 2006 sent Battier to the Houston Rockets where he was the catalyst for a three-year stretch that saw the team win at least 52 games in each of the seasons that followed. As a fan favorite and significant member of the Rockets, Battier helped lead the team to its finest semifinal playoff appearance in more than a decade during the 2009 postseason. Battier returned to the Memphis Grizzlies via a mid-season trade in 2010 and was instrumental in the first playoff series victory in franchise history. Battier joined the Miami Heat in 2011 as one of the NBA’s most coveted free agents and in his three seasons with the Heat, accomplished what he set out to achieve – back-to-back NBA Championships. A six-time divisional winner of the NBA Sportsmanship Award and the winner of the Twyman Stokes Teammate of the Year award in 2014, Shane is also known for his exemplary character and his commitment to community service. Shane and his wife, Heidi, launched The Battier Take Charge Foundation to provide resources and programs for the development and education of underserved youth and teens.
Katie J. Bayne Senior Vice President, Global Sparkling Brands, Coca-Cola Katie J. Bayne, Senior Vice President, Global Sparkling Brands, is responsible for marketing, portfolio strategy and innovation of our flagship brand, Coca-Cola, and all other sparkling brands around the globe. Born in Perth, Australia, Bayne joined the Company in 1989 and held a number of positions of increasing responsibility, including Brand Management, Entertainment Marketing and Worldwide Presence Marketing in Atlanta and Los
Angeles. In 1996, Katie relocated to Sydney, Australia, and moved through a series of retail/channel and commercial roles with Coca-Cola South Pacific. She returned to the US to lead North America Marketing for The McDonald's Group in 2000. In 2004, Bayne rejoined the North America Operating Unit and made significant contributions in a number of roles, including Senior Vice President, Integrated Marketing, Senior Vice President, Coca-Cola Brands and Chief Marketing Officer of Coca-Cola North America, where she was responsible for strengthening brands across the North America Brand portfolio. Bayne and her team developed innovative platforms like My Coke Rewards and multiple end-to-end brand campaigns. Coca-Cola won many notable awards under her leadership, including Effies, Yellow Pencils, and it’s first-ever Cannes Platinum Lion and Emmy Awards. From 2010 to 2013, Bayne was President and General Manager, Sparkling Beverages, Coca-Cola North America where she was responsible for all sparkling beverage business for Coca-Cola North America. Prior to her current role, Bayne served as President, North America Brands. Bayne holds a BA from Duke University, and an MBA from the Fuqua School of Business at Duke University. She is a member of the Board of Trustees of the Lovett School. Bayne was previously a member of the Board of Directors of both Ann, Inc. and Beazer Homes USA Inc. She has been a Trustee of the American Film Institute, and a Board Member of the Atlanta Women’s Foundation and the Atlanta Children’s Museum. Bayne has received a number of honors including “2007 Ad Age Women to Watch”; “2009 Progressive Grocer Top Women in Grocery”; “2011 Womenetics POW Award” and “2011 10 Power Women” by the Network of Executive Women. Katie and her husband, Sam, live in Atlanta with their two sons.
Ori Brafman Author, “The Starfish and the Spider” and “Sway”; Co-Founder, Silicon Guild Ori Brafman is a New York Times best-selling author of the groundbreaking books The Starfish and the Spider and Sway. Born in Israel and raised in Texas, Ori specializes in unique approaches to problem solving. His method of introducing contained chaos to foster innovation has been implemented in diverse organizations from the top levels of the U.S. military to Fortune 500 companies. Brafman is a Distinguished Teaching Fellow at UC Berkeley’s Haas School of
Business and a Senior Fellow at the Coach K Leadership & Ethics Center at Duke University. He serves on the Governing Board of Hillel International. He is a co-founder of the Silicon Guild, a platform for thought leadership composed of a network of best-selling authors. Brafman’s media appearances include ABC News, BBC, National Public Radio, CNBC, the Wall Street Journal, CNN, Fox News, C-SPAN, and AP Video. He has presented before audiences at Microsoft, Amazon, Google, Televisa, Stanford University Graduate School of Business, Harvard Business School, and others. His published books include The Starfish and the Spider: The Unstoppable Power of Leaderless Organizations (2006); Sway: The Irresistible Pull of Irrational Behavior (2008); Click: The Forces Behind How We Fully Engage with People, Work, and Everything We Do (2010); and The Chaos Imperative: How Chance and Disruption Increase Innovation, Effectiveness, and Success (2013). Ori is a graduate of UC Berkeley and of Stanford University’s Graduate School of Business. He and his wife, Hilary, live in San Francisco, California.
William Boulding Dean and J. B. Fuqua Professor of Business Administration Fuqua School of Business, Duke University William Boulding is the Dean and J.B. Fuqua Professor of Business Administration at the Fuqua School of Business, Duke University. His previous roles at Fuqua include Deputy Dean, Senior Associate Dean for Programs, Associate Dean for the Daytime MBA program, Area Coordinator for the Marketing faculty, Co-Director of the Teradata Center for Customer Relationship Management, and the executive education Academic Program Director for both the Marketing Leadership Forum and the Advanced Management Program.
Boulding received his BA in Economics from Swarthmore College and his Ph.D. in Marketing from the Wharton School, University of Pennsylvania. His research interests lie at the intersection of management, marketing, and strategy. Of particular interest to Boulding is evaluating how managers make decisions and how consumers respond to those decisions. He is also interested in health care policy research, particularly in assessing the role of the patient experience and managerial activity in the quality of care. He publishes his research in marketing, management and health journals including Marketing Science, Management Science, the Journal of Marketing, the Journal of Consumer Research, the Harvard Business Review, the Journal of Marketing Research and the New England Journal of Medicine. He won the 1998 William F. O’Dell Award for the Journal of Marketing Research article making a "significant long-run contribution to the marketing discipline," and the 2006 Harold H. Maynard Award for the Journal of Marketing article making a “significant contribution to marketing theory and thought.” Boulding has served on the editorial boards of the Journal of Marketing Research, the Journal of Consumer Research, and the Journal of Service Research. He is a past Associate Editor for the Journal of Consumer Research, and a past Area Editor for Marketing Science. Boulding's teaching interests also span the areas of management, marketing, and strategy. He has taught core courses in all three areas (Leadership, Ethics and Organizations; Marketing Management; Foundations of Strategy, and the Culture, Civilization and Leadership course). He is a past recipient of The Outstanding Teacher award from Fuqua, and has been cited for teaching excellence in various editions of the book Business Week Guide to the Best Business Schools spanning a period of two decades. He is also a recipient of the Bank of America Faculty Award "for excellence in teaching, research, leadership and service." With respect to industry contact, he has engaged in sponsored research, consulting, or executive development with a number of companies such as IBM, AT&T, Bank of America, Sears, Eli Lilly, Blue Cross/Blue Shield, Ford Motor Company, Lafarge, U.S. Postal Service, Stride Rite, Wolseley, Hanes, Harnischfeger, Thomson Newspapers, Siemens, and Citibank. Bill serves as a member of the World Economic Forum's Council on Values. He also serves as a Board member on the Graduate Management Admission Council® (GMAC®), which is the organization that administers the GMAT exam.
LT GEN Robert B. Brown Commanding General, U.S. Army Combined Arms Center and Fort Leavenworth; Executive Vice Chancellor, Army University; Deputy Commanding General for Combined Arms, U.S. Training and Doctrine Command Lieutenant General Robert B. Brown was commissioned into the Infantry in May of 1981 after graduating from the United States Military Academy at West Point. During his time at West Point, he was the captain for the men’s basketball team and played under Coach Mike Krzyzewski, learning the essential fundamentals of
leadership. LTG Brown’s education includes a Bachelor of Science from the United States Military Academy; a Master of Education from the University of Virginia; and a Master of Science in National Security and Strategic Studies from the National Defense University, where he was a Distinguished Graduate. LTG Brown serves as the commander of the U.S. Army Combined Arms Center at Fort Leavenworth, Kansas. Lieutenant General Brown leads the synchronization of leader development across the Army, the management of the Army’s training support and training development enterprises, analyzing the lessons learned from across the total Army and the development and integration of the doctrine the U.S. Army uses to fight and win our Nation’s wars. Additionally, LTG Brown serves as the Executive Vice Chancellor of the Army University which includes over 86 subordinate colleges, schools, and centers, which educates 150,000 soldiers and civilians annually. In his role as both the Combined Arms Center Commander and Vice Chancellor, Lieutenant General Brown’s span of responsibility extends across the continental United States. Prior to his current position, LTG Brown was the Commanding General of I Corps and Joint Base Lewis-McChord, Washington, consisting of approximately 100,000 soldiers. His leadership supported an adaptive, agile, and technologically superior force regionally focused in the Pacific, and prepared for global deployment. Throughout his career, Lieutenant General Brown held multiple leadership and key staff positions including appointments at the senior level both in the Pentagon and with NATO. His international experience extends from the continental United States, Bosnia, Haiti to assignments in Europe and the Pacific region. This also includes two tours of combat in Iraq. Lieutenant General Brown is married to his high school sweetheart, Patti and they have three daughters, two sons-in-law, and three beautiful granddaughters.
Deanie Dempsey Military Family Advocate Deanie Dempsey is a role model for Military spouses in every way -- from physical fitness to energy, enthusiasm, dedication, and compassion. She is a loyal Army, Notre Dame, and Duke sports fan. Like her husband, she is simply proud to serve. The service of members of the Armed Forces is evident in the uniform they wear and in the attention they receive in the media. But behind the great and selfless men and women who serve in uniform is an even greater and more selfless group
of family members who support them and serve in their own unique and special way. Deanie Dempsey is and has been a remarkable representative of this group of dedicated Americans. Deanie Dempsey was born and raised in New York. After graduating with a degree in education from LeMoyne University in Syracuse, New York, she married Marty (her Burke High School sweetheart) and began her life as a Military Spouse. She has lived in seven of the United States, eleven years in Germany and two years in Saudi Arabia. Along the way, and while raising her own family, she earned her Master’s Degree from the University of Colorado. She has three children: Christopher, Megan, and Caitlin. Marty commissioned all three children in the Army, and Chris remains on active duty. She has nine wonderful grandchildren: Kayla, Mackenna, and Finley by Chris and daughter-in-law Julie; Luke, Braden, and David by Caitlin and son-in-law Shane; and Hunter, Alexander, and Samuel by Megan and son-in-law Kory. After spending several decades of service in support of just the Army, Deanie became a champion for all of the Services in her role as the Chairman’s spouse. In the past four years alone, she has engaged in countless activities in support of military families, coached and mentored military spouses of all Services, participated in dozens of private and charitable organizations, traveled the world representing the United States Military, hosted visits to the United States by the spouses of foreign military leaders, and coordinated the family support activities of the White House and Department of Defense.
GEN Martin E. Dempsey (Retired) 18th Chairman of the Joint Chiefs of Staff As the 18th Chairman of the Joint Chiefs of Staff, General Martin Dempsey (Retired) was the nation’s highest-ranking military officer and served as the principal military advisor to the President, the U.S. Secretary of Defense and the National Security Council. Prior to this position, he served as the Army’s 37th Chief of Staff. In 1991, General Dempsey deployed with the Third Armored Division in support of Operation Desert Storm. He later commanded a battalion in Germany; served
as the Army’s “senior scout” as the 67th Colonel of the Third Armored Cavalry Regiment; and served on the Joint Staff as an assistant deputy director in J-5 and as Special Assistant to the 14th Chairman. In Iraq, he commanded the 1st Armored Division and was Commanding General of MNSTC-I. From 2007 to 2008, he was the Deputy Commander and then Acting Commander of U.S. Central Command; from 2008 to 2011, he commanded U.S. Army Training and Doctrine Command. General Dempsey is a 1974 graduate of West Point and holds a master’s degree in English from Duke University. He also holds advanced degrees from the U.S. Army Command and General Staff College and the National War College. A New Jersey native and career armor officer, General Dempsey is a 1974 graduate of West Point. During more than 41 years of service, he has commanded at every echelon – from platoon to combatant command across the United State and the globe. General Dempsey is married to his high school sweetheart, Deanie. Each of their three children – Chris, Megan and Caitlin – has served in the United States Army. They have nine grandchildren.
Jeffrey S. Gordon Chief Executive Officer, Expedite Commerce Jeff Gordon currently serves as the Chief Executive Officer of Expedite Commerce which provides cloud-based solutions that enable intelligent sales, service and support for businesses in numerous vertical markets. Gordon is the founder of TekAffect, an organization focused on bringing world-class technology professionals together with non-profit organizations to better help them better serve the communities in which they operate. He is also an active
board member of Children’s Home Society of Florida, the largest non-profit serving children in the state. Gordon formerly served as President and Chief Executive Officer of Syniverse as well as a member of the Syniverse Board of Directors. During his tenure at Syniverse, he oversaw the significant growth of the company, including the largest acquisition in Syniverse’s history, creating a combined company with more than 1,500 customers in nearly 200 countries and territories. Gordon joined Syniverse in 2008 as Chief Technology Officer and also served as the company’s Chief Operating Officer. In these executive leadership positions, he was responsible for the product realization, research and development, as well as the company’s global technology operations on five continents. Prior to Syniverse, Gordon held a number of executive roles at Convergys Corporation, most recently as Senior Vice President of Industry Solutions. Other past experience includes a wide range of key technology leadership roles at Bell Atlantic and IBM. Gordon, who is the co-author of seven U.S. patents relating to real-time systems architecture and wireless communications, graduated cum laude with a bachelor’s degree in electrical engineering honors from Purdue University. He has also attended IBM’s Systems Research Institute and completed IBM President’s Class conducted in conjunction with Harvard Business School. In addition to serving as a member of the advisory board for the Center on Leadership and Ethics at Duke University’s Fuqua School of Business, Gordon has previously held board positions at ATIS (Alliance for Telecommunications Industry Solutions), Intelesolve and Children's Home Society of Florida. He also has served on the Executive Committee at the Cellular Telephone Industry Association and has been recognized for his leadership in mobile by being named a member of the elite Global Telecoms Business Power list from 2011 to 2013. He is also actively engaged in mentoring young entrepreneurs in the formulation of growth strategies and management practices. Jeff resides in Tampa, Florida with his wife Ferrell and two children (David 12, Eve 8)
Al Guido Chief Operating Officer, San Francisco 49ers Al Guido enters his second season with the 49ers after being named chief operating officer in January 2014. He oversees a number of key business initiatives for the team: sales, fan experience/service, marketing, stadium operations, corporate communications, business operations and 49ers Studios. One of the most accomplished executives in the premium sales and service industry, Guido worked intimately with the 49ers and the Santa Clara Stadium Authority since 2010, as the senior vice president of global sales for Legends. In that capacity, he led a suite and SBL sales initiative for Levi’s® Stadium that
reached a record-setting pace. As part of the sales campaign, Guido worked closely with the SCSA and the 49ers to define pricing and amenities for the stadium’s premium offerings. While serving as the primary spokesman of the sales effort, he oversaw the project’s marketing efforts, including the design of a state-of-the-art sales center, as well as the hiring, training and management of 50 sales professionals. Legends Sales and Marketing clients include but are not limited to: the San Francisco 49ers, the Rose Bowl, the New York Jets, the New York Red Bulls, the Circuit of America’s, the Kentucky Derby, Stanford University, Manchester City, and many more. Prior to joining Legends, Guido served as sales manager for the Dallas Cowboys. In that role, he managed the premium seat department that broke industry records for PSL sales totaling over $500 million. Guido joined the Cowboys after having served as the senior director of ticket sales for the Phoenix Coyotes of the National Hockey League. During his term, the Coyotes achieved the first revenue increases in the 10-year history of the franchise and finished in the top five in the NHL for new business sales. A native of Washington Township, NJ, Guido began his career in the sports and entertainment industry with Comcast-Spectacor, owner and operator of the NBA’s Philadelphia 76ers, NHL’s Philadelphia Flyers, AHL’s Philadelphia Phantoms, Comcast SportsNet and the Wachovia Complex. Guido later went on to serve as the director of business development for the Lakewood Blueclaws (a minor-league affiliate of the Philadelphia Phillies). A Board Member of City Year San Jose/Silicon Valley, Guido received his bachelor of business administration from the College of New Jersey, where he played wide receiver for the school’s football program. Al and his wife, Thea, have three daughters, Estella, Sloane and Tatum.
Mark L. Heimbouch Chief Operating and Financial Officer, Vantiv, Inc. Mark Heimbouch is Chief Operating and Financial Officer at Vantiv, Inc. (NYSE: VNTV), a leading provider of payment processing services and related technology solutions for merchants and financial institutions of all sizes. Heimbouch joined Vantiv in 2009 as Chief Financial Officer, playing a significant role in the company’s separation from Fifth Third Bank including overall financial management of the company, building the finance, accounting, and audit functions as well as the development of a strategic pricing organization.
Heimbouch has significant capital markets experience, including helping to architect Vantiv’s initial public offering in 2012, as well as developing the company’s capital allocation strategy by leading the acquisitions of several companies. Since its separation, Vanitv has been one of the top-performing companies in its peer group with compound annual net revenue and pro forma adjusted net income growth of 16 percent and 25 percent, respectively, from 2009 to 2014. During this period, Vantiv's enterprise value increased significantly, from approximately $2 billion to over $12 billion. In February 2015, Heimbouch took the added responsibility as Chief Operating Officer, expanding his role to lead the company’s operational functions, including technology and back-office operations, engineering, customer service, security and business continuity. Prior to joining Vantiv, Heimbouch served in a number of senior leadership roles at both public and private companies, including chief operating officer and chief financial officer of Jackson Hewitt and as CFO at Trow Global, Teranex Systems and the DURO company. He has also held senior leadership positions at Western Union, First Data, and Deloitte. Heimbouch serves on the board of directors for ArtsWave, Greater Cincinnati’s local arts agency and the nation's largest community campaign for the arts. He holds an MBA from Duke University’ s Fuqua School of Business and a bachelor’s degree in business administration from the University of Nebraska. He was named CFO of the Year by the Cincinnati Business Courier in 2013. Vantiv processed approximately 20.1 billion transactions in 2014, representing more than $726 billion in merchant sales volume. The company is the largest PIN debit processor and the second largest merchant acquirer in the United States1 based on number of transactions.
Kimberly Jenkins Founder, Duke Innovation and Entrepreneurship Initiative Kimberly Jenkins currently serves as an active board member, angel investor and coach to several early stage companies in Durham/RTP and Silicon Valley. She is a board member of the Research Triangle Foundation, a co-founder of SOAR, a Google-funded initiative to help more promising female entrepreneurs build scalable businesses, and a board member of Veritas Collaborative, a specialty hospital system for the treatment of eating disorders.
For the past ten years, Jenkins has served as a part-time faculty member and mentor to students in the Duke University Pratt School of Engineering interested in entrepreneurship. She teaches innovation and entrepreneurship in undergraduate entrepreneurship programs at Duke and the University of North Carolina at Chapel Hill. Most recently, Jenkins founded Duke’s Innovation and Entrepreneurship Initiative, an institution-wide, collaborative undertaking with faculty, staff, students and alumni engaged in curricular development and translational research programs. For nine years (2001-2010), Jenkins was a member of the Duke University Board of Trustees, where she served on the Executive Committee and chaired the Committee for Institutional Advancement. She was also an active board member with several other major organizations: the Duke University Health System Board of Directors, the Kenan Institute for Ethics (as Vice Chair), the National Humanities Center Board of Trustees, the University of North Carolina Innovation Circle, and the NC Idea Board. Throughout most of Jenkins’ career, she worked in senior leadership positions with early stage tech companies, most notably Microsoft in the early days and with Steve Jobs during the first few years at NeXT. The story of her launch of Microsoft’s education division is described in a recent TEDx talk: https://www.youtube.com/watch?v=XmRTf9tyRxY. Kimberly is a graduate of Duke University (BS 1976, PhD 1980). She lives and works in Durham with her husband. Her two sons live and work in Boulder, Colorado.
L. Gregory Jones Williams Professor of Theology and Christian Ministry; Senior Strategist, COLE; Senior Strategist, Leadership Education, Duke Divinity School L. Gregory Jones is a leader and strategist whose creative engagement has helped institutions across the world to create transformational resource models. Greg’s global imagination has guided business, education, and religious leaders in Africa, Asia, Europe and the United States. Jones has a particular gift for incubating talent, ideas, and networks. He is passionate about re-shaping cultures within and across organizations and has coined the term 'traditioned innovation' to capture how he re-frames complex challenges to seize significant opportunities.
Jones has used these gifts in many different roles, most recently as Duke University's Vice President and Vice Provost for Global Strategy and Programs, and prior to that as Dean of Duke's Divinity School (1997-2010) where he led the institution to a significant expansion of resources, networks and impact. Greg is a gifted speaker, a noted writer, and a trusted advisor who helps leaders imagine new possibilities and shape cultures for organizational success and productivity. Jones currently serves as Senior Strategist with the Fuqua/Coach K Center on Leadership and Ethics. In addition, he is the Williams Professor of Theology and Christian Ministry at Duke Divinity School, and Senior Strategist for Leadership Education at Duke Divinity. He is currently writing a book, tentatively entitled Traditioned Innovation: Cultivating Leadership for which We Yearn. Known for his entrepreneurial leadership and fund-raising ability, Jones deanship was marked by significant growth in the Divinity School. More than $102 million was raised under Greg’s leadership in The Campaign for Duke (1998-2003). Major new initiatives during his tenure included Leadership Education at Duke Divinity, the Center for Reconciliation, the Duke Institute on Care at the End of Life, the Duke Youth Academy for Christian Formation, the Clergy Health Initiative, the Reynolds Program in Church Leadership, and international partnerships, especially with universities in Germany and England as well as with the Methodist Church of Southern Africa, the United Methodist Church in Cote d’Ivoire, and the Center for Reconciliation’s Great Lakes Initiative which embraces the central-east African region (especially Kenya, Uganda, Southern Sudan, Rwanda, Burundi, and Congo). Jones is the author or editor of 16 books, including the co-authored Forgiving As We've Been Forgiven: Community Practices for Making Peace (with Celestin Musekura, in 2010), the co-authored Resurrecting Excellence (with Kevin R. Armstrong, in 2006), Everyday Matters: Intersections of Life and Faith (2003), and the widely acclaimed Embodying Forgiveness (1995). Jones, an ordained United Methodist pastor, has published more than 200 articles in a variety of publications. He is an editor-at-large for Christian Century magazine, and writes a regular column for the web-magazine Faith & Leadership. Greg is also widely sought after as a consultant and speaker. He is married to the Rev. Susan Pendleton Jones, Associate Dean for United Methodist Initiatives and Ministerial Formation at Duke Divinity School. They are the parents of three children: Nathan, Ben and Sarah, and are grateful for their daughter-in-law, Amy Little Jones.
Jeffrey J. Jones II Executive Vice President and Chief Marketing Officer Target Jeff Jones is executive vice president and chief marketing officer for Target and a member of its executive leadership team. His areas of responsibility include corporate communications and public relations, investor relations, guest insights, marketing business intelligence, enterprise loyalty and all advertising, media and marketing strategy and operations. Jones brings extensive experience in leading global marketing and advertising
strategy and operations across more than a dozen industries, including consumer products and retail. Before joining Target in 2012, Jones was partner and president of McKinney, a Durham, N.C.-based advertising agency. Prior to McKinney, Jones was executive vice president and chief marketing officer at Gap, where he was responsible for leading marketing strategy, retail store design, store experience and all consumer communications, globally. He also managed Gap, Inc.’s gift card subsidiary, Direct Consumer Services LLC, serving as president of the division. In addition, Jones has held leadership positions at marchFIRST, Inc., The Coca-Cola Company, Leo Burnett Worldwide, and LB Works, a wholly owned subsidiary of Leo Burnett, where he served as president and chief executive officer. Jones has been involved in a number of companies that fuel his passion for technology and entrepreneurship. He helped establish a systems integration consulting firm, which was acquired by marchFIRST; and he co-founded Motobias, a dynamic video services provider. He has advised Zoove, a mobile marketing company; experiential marketing firm ASquared Group; Point Inside, an indoor-mapping technology company; and Curious Sense, a music-based gaming company. Jones is also a member of the Association of National Advertisers (ANA) board of directors, the advisory board of the Coach K Center on Leadership & Ethics (COLE) at Duke University’s Fuqua School of Business, and Marketing 50 (M50). Jones has been named one of the Top 5 CMOs to Watch in 2015 by The Wall Street Journal, one of the World’s Most Influential CMOs by Forbes, and one of the Top 20 Social CMOs of Fortune 250 Companies, as well as a 2014 recipient of the Leadership Award by The CMO Club. He is a LinkedIn Influencer and has spoken broadly on the transformation required for modern marketers. His leadership and work have been profiled in Harvard Business Review; Spencer Stuart’s magazine, Point of View; the book, “What the New Breed of CMOs Know That You Don’t;” and the 2015 retail transformation book, “Rebuilding Empires.” Jeff received his bachelor’s degree from the University of Dayton.
David Kohler President and Chief Executive Officer, Kohler Co. With 24 years of experience with the company, David Kohler became President and Chief Executive Officer of Kohler Co. in June 2015, after serving as President and Chief Operating Officer since 2009. He is the sixth individual to lead the company since its inception in 1873. Kohler started at Kohler Co. working in every manufacturing division on the front lines. He rejoined Kohler as Director – Fixtures Marketing in 1993 after working at
Dayton Hudson Corporation. Since then, he has served in progressive roles including Vice President Sales, Sector President – K&B Americas, Group President – K&B Group, Executive Vice President, and, since 2009, President and COO of Kohler Co. Kohler currently serves on the Board of Directors of the following four organizations: Kohler Co., Interface Inc., Interceramic and the Green Bay Packers. He received his bachelor’s degree in political science from Duke University and his master’s degree in management from the Kellogg School of Management at Northwestern University. David is also a graduate of the Voyageur Outward Bound School in Ely, Minnesota and is a past Chairman of the Young Presidents’ Organization, Intercontinental Chapter. David and his wife Nina have four children and live in Kohler, Wisconsin. Of golf note, David served as the General Chairman for the 2015 PGA Championship at Whistling Straits, the sixth major championship hosted by Kohler Co. Whistling Straits will also be the host site for the 2020 Ryder Cup.
Mike Krzyzewski Head Coach, U.S. Men’s National Basketball Team; Head Coach, Duke Men’s Basketball Team; COLE Executive-in-Residence Mike Krzyzewski is the head coach of Duke University's men’s basketball team and a COLE Executive-in-Residence at The Fuqua School of Business. The NCAA’s all-time wins leader in men’s basketball and the first Division I men’s basketball coach to reach 1,000 career victories, Krzyzewski has led the U.S. National Men’s Basketball Team to gold medals at the 2008 Olympics in Beijing and the 2012 Olympic Games in London, as well as the 2010 FIBA World Championships in
Turkey and 2014 FIBA World Cup in Spain. He is currently head coach of the men’s national team and will lead the team into the 2016 Olympics in Brazil. Krzyzewski is widely recognized for his leadership in leading Duke to five NCAA Championships and 12 NCAA Final Four appearances in his 35 seasons at the helm. He is coming off one of his most successful seasons at the helm of the Blue Devil program, leading the team to a 35-4 record and the 2015 NCAA Championship. Author of two New York Times best sellers, Leading with the Heart and Beyond Basketball - Coach K's Keywords to Success, he is a frequent motivational speaker for Fortune 500 companies. His most recent book is The Gold Standard: Building a World-Class Team. Coach K is also host of the successful Sirius XM Satellite Radio show, Basketball and Beyond.
Joseph N.G. LeBoeuf Jr. Professor of the Practice of Management; Faculty Advisor, COLE Leadership Fellows Program, Fuqua School of Business, Duke University Joe LeBoeuf is a professor of the practice of management at the Fuqua School of Business, Duke University. Professor LeBoeuf retired as a colonel, US Army, after thirty-four years of uniformed service. His last military assignment was as an Academy Professor at the United States Military Academy at West Point, where he was the Deputy Head of the Behavioral Sciences and Leadership department and Director of the graduate degree-granting program, the Eisenhower Fellowship, a partnership with Columbia University that awards a master’s degree in leadership
and counseling to 20+ Army officers every year. His expertise is in leadership education, leader development and organizational culture and change and he has been intimately involved in building the leadership and leader development programs at USMA and throughout the Army. Upon retirement from the Army in 2004, LeBoeuf joined The Fuqua School of Business to teach leadership and management in the Daytime and Executive MBA programs, work in the Coach K Center on Leadership and Ethics (COLE), and serve as faculty advisor to the COLE Leadership Fellows program. His teaching includes courses in Facilitation, Coaching and Mentoring, Leadership, and Leading and Managing Human Capital and Organizational Change. He also teaches in Fuqua’s Educative MBA programs, and in Duke’s Advanced Management Program. LeBoeuf also runs a 4-day leader development experience, Consequential Leadership 2 [C-LEAD 2] for 400+ second-year MBAs in Fuqua’s daytime program. From 2006-2010 he taught an undergraduate course in Military Leadership in the Hart Leadership Program, Sanford School of Public Policy, Duke. He was promoted to Full Professor of the Practice of Management in the spring, 2006. Outside of his Fuqua responsibilities, he serves as a member of the learning network with Duke Corporate Education. He participated as a consultant on several significant studies to include the Air Force Academy’s leader and character development program and an in-depth review of the leadership and leader development curriculum of the Army’s ROTC programs. He has served as a program integrator and educator with the Center for the Army Professional Ethic [CAPE] on an Army-wide project to re-professionalize the Army’s culture under a contract with Praevius, Inc. He is currently working in leadership education and developmental programs for the US Army Special Forces, Ft. Bragg, NC. LeBoeuf also serves as a member of the Board of Directors of Leadership Triangle, working on their leadership programming, and is the President of the West Point Society of the Triangle. LeBoeuf has been a contributing author in a number of books and other publications for the United States Military Academy and the U.S. Army to include FM 6-22, Army Leadership, and the U.S. Army’s Concept for Officership, and a chapter in the book, Future of the Army Profession (McGraw-Hill, 2003). He also served as an editor for the book, The Lieutenants Tour, a handbook on leadership written for Army lieutenants. His research and writings have also appeared in Military Review, The Teaching of Sociology, the Handbook for Teaching Leadership, Leader to Leader, and the Journal of Consulting Psychology. He has been married for 33 years to Brigadier General, Retired, Maureen LeBoeuf, formerly the Head of the Department of Physical Education at West Point, and Executive Director of the Feagin Leadership Program, Duke. She serves on the NC USO board, and is an educator and leadership consultant with the Thayer Leadership Development Group at West Point, NY. Their son Jay is an Army CPT, USMA graduate, combat veteran, currently serving in a Special Operations unit at Ft. Meade, MD. Daughter Jackie married her high school sweetheart Stephen Thorn, a US Naval Academy graduate, now a US Marine Infantry officer with the 1st Bn, 3rd Marine, Oahu, Hawaii. Jackie is a culinary institute graduate, and certified pastry chef, working in a boutique bakery in Honolulu.
Belinda Louie Special Advisor to the Chairman and Chief Executive Officer H.Y. Louie Co. Limited Belinda Louie is the special advisor to the chairman and chief executive officer, H.Y. Louie Co. Limited, Brandt Louie. Belinda and her husband, Brandt, have been great and dedicated supporters of Duke University ever since their son “discovered Duke” in his college search in the mid 1990’s. Recognizing the energy, innovation and excellence of the institution, Belinda and Brandt set out to make the Duke name even better known. They organized and
hosted “Duke University Trinity College – DISCOVER DUKE” events and Duke Medical Center Health Forums in Vancouver and Western Canada. In Asia, they became involved in connecting Duke, in the formative stages, with leaders in Singapore in what has become the pre-eminent Duke – National University of Singapore Medical School of today. Louie received her B.Sc. in Business Administration from Boston University in 1969, graduating summa cum laude. After graduation, she returned to Singapore to join the Accelerated Executive Training Program with Citibank, Singapore, achieving the position of Assistant Vice President in 9 months. She then headed the bank’s Department of Economic Forecasting, Budgeting and Planning, before moving, a year later, into Corporate Credit & Finance – at that time, a first for a lady at the bank. During her childrearing years, she was involved with parent groups and school programs, and in particular, the Super Achievers’ Program in which her children participated. Throughout these years, she was a sounding board and confidante to Brandt in his family’s business, a private company which is now in its 112th year. Louie is an active participant in many industry and outreach programs alongside Brandt. These include, amongst others, YMCA of Greater Vancouver, Simon Fraser University - Centre for Dialogue, Historica Society of Canada, Food Marketing Institute of Canada, IGA Canada Limited, the World Economic Annual Forum in Switzerland and annual regional conferences in East Asia and China. At Duke University, Belinda and Brandt both served with distinction for 6 years under the leadership of Dean William Chafe and his team. This continued through the early years of Brandt’s participation with the Duke Heart Center and eventually the Board of Visitors of the Medical Center. They remain staunch supporters of Duke University and resonate with Fuqua’s initiatives for leadership and ethics.
Brandt C. Louie Chairman and Chief Executive Officer, H.Y. Louie Co. Limited; Chairman of the Board, London Drugs Limited Brandt Louie earned his bachelor of commerce degree from the University of British Columbia in 1966 and his designation as a chartered accountant followed in 1969. He was elected a fellow of the Institute of Chartered Accountants of B.C. in 1997. In 1972, under the guidance of his father, Tong Louie, Brandt Louie commenced his
career with H.Y. Louie Co. Limited. Rising through the ranks of the family business, he was named president in 1987 and became chairman and CEO of London Drugs in 1998. Brandt Louie’s business philosophy is the catalyst driving the ongoing success of the H.Y. Louie group of companies. He has a passionate belief in customer service, fairness in all employee relationships, and actively encourages creativity and innovation from all levels of the company. Over the last decade, Louie has been a board member of many prestigious North American companies. He is currently a retired director of Royal Bank of Canada; chairman and director, Grosvenor Americas, vice-chair, IGA Canada; national trustee, Brain Canada; director, Food Marketing Institute; director, Gairdner Foundation; governor, World Economic forum – Food and Beverage Industry; director, Duke Heart Center; member, Board of Visitors, Duke University Medical Center, and member of the Dean’s Council, John F. Kennedy School of Government, Harvard University. As an active and dedicated member of the community, Louie serves as Chancellor Emeritus, Simon Fraser University; council of governors, Vancouver Community College, governor, Vancouver Board of Trade and the B.C. Business Council; trustee of the Fraser Institute, and Director of the Historica-Dominion Foundation of Canada in addition to his on-going philanthropic support of medical and educational institutions. Awards and honours in Louie’s distinguished career include Entrepreneur of the Year Award (Manufacturing and Distribution); Astra Award; Medal of Merit from the International Association of Lions Clubs, the Golden Heart Community Achievement Award; Donat Insignia, The Most Venerable Order of the Hospital of St. John of Jerusalem; Serving Member, the Most Venerable Order of the Hospital of St. John of Jerusalem; Queen Elizabeth II Golden Jubilee Medal; The Golden Pencil Award; the CCGD Lifetime Achievement Award; The Lifetime Achievement Award, Institute of Chartered Accountants of BC, the Business Impact Award, Simon Fraser University, the Great Canadian Achievement Award, CH.I.L.D. Foundation; Order of British Columbia; The Rix Award for Engaged Community Citizenship; Companion of the Order of the Canadian Business Hall of Fame; Queen Elizabeth II Diamond Jubilee Medal; Distinguished Entrepreneur of the Year, Gustavson School of Business, University of Victoria; member of the Canadian Judicial Council, Chairman’s Advisory Group; advisor, Winkler Institute for Dispute Resolution; and the T. Patrick Boyle Founders Award, Fraser Institute. In 2015 he was inducted in the BC Hall of Fame Business Laureates.
Douglas B. Lowey Founding Principal, President and Chief Executive Officer Brownstone Investment Group, LLC Douglas Lowey is a Founding Principal, President and CEO of Brownstone Investment Group, LLC, a fixed-income investment firm with offices in New York, California, North Carolina, Connecticut and New Jersey. The firm specializes in trading and investing in corporate and municipal fixed income securities, and well as structured products. Brownstone actively trades with hundreds of broker-dealers, banks, institutions and registered investment advisors. Lowey directly oversees the firm’s
Capital Strategies Group, which invests proprietary capital for the firm and its investors.
Lowey was also a Founding Partner of Brownstone Asset Management, LP, an asset management company whose hedge funds invested within the high yield and distressed fixed income markets.
Prior to launching Brownstone in 1998, Lowey founded and ran the high yield regional dealer trading desk at Bear Stearns & Co. He began his career at Mabon Securities, Inc. where he held various positions from 1988 through 1994, including high yield trader and Director in charge of its high yield department.
Doug received a Bachelor of Arts in Political Science from Duke University and remains active with the school, including serving on the Board of Visitors for Duke’s Trinity College. Along with his wife Ellen, he is involved with and on the board of directors of several nonprofit organizations and resides in New York City with his wife and their three children.
Frank Mars President, Mars Symbioscience Frank Mars is the President of Mars Symbioscience, one of the six global segments of Mars, Incorporated, and a member of the Board of Directors of Mars, Incorporated. Mars Symbioscience was established in 2005 as an internal technology-based health and life sciences venture development area, with a primary objective to build upon Mars’ ground breaking research into the potential benefits of cocoa flavanols on human health and to explore the role of canine genetics on animal health, in order to develop new products and services supported by evidence-based science.
Pioneering some of the most innovative and breakthrough fundamental scientific research, and with sustained funding from Mars, Incorporated, Mars Symbioscience acts as an incubator for new business ideas and approaches to developing solutions that translate science into commercialized products. To date – Symbioscience has successfully incubated, introduced and transitioned five technology platforms in the areas of food, plant, biomedical and life sciences. Two examples of evidence-based products developed from scratch within Symbioscience include Wisdom Panel®, (www.wisdompanel.com) launched in 2007, which comprises a range of complex canine genetic tests (mainly breed identification) and covers over 250 breeds, and CocoaVia® (www.cocoavia.com), which was reintroduced in 2010 as a revolutionary new high flavanol cocoa extract-based dietary supplement, to help support healthy living/aging by promoting circulatory/cardiovascular health. For the past 25 years, he has held a variety of senior positions within Mars, Incorporated in Electronics, Snack Food, Pet Care and Food segments across the United States, Europe and Asia. Frank Mars has a specific interest in Indonesia having had operational responsibility for various aspects Mars’ Indonesian business since 2002. Most recently, he has spearheaded efforts there under Mars Sustainable Solutions to develop alternative and sustainable “business” solutions that allow families in the communities that supply our raw ingredients to create new and healthy livelihoods. This includes both a Cocoa Sustainably program and a novel Marine Sustainability program, the later which has led to the development of both a low cost method of coral reef rehabilitation “coral spiders”, now almost two hectares in size (www.youtube.com/watch?v=r8L7kAjG4cs), as well as the establishment of sustainable farmer/ex fisherman island based and CITES certified ornamental fish productions systems. Prior to working in Mars (1990-1993), Frank Mars was the CEO of Insulated Shipping Containers, Incorporated (ISC), a specialty packaging engineering company based in Phoenix, Arizona and Chairman of the Board of ISC (1993-2001). Finally, he is a co-founder and Chairman of the Board of Heliae® Development – a third generation algae technology company, based in Gilbert, AZ. Founded in 2008, Heliae’s mission is to develop disruptive end-to-end algae technology solutions that sustainably produce new renewable raw material streams from algae with a current focus on agro science products to improve soil health and overall crop productivity (www.phycoterra.com), alternative bio “oils” and high value nutritionals. Frank earned his undergraduate degree in Economics from Yale University in 1985 and his MBA in 1990 from Duke University’s Fuqua School of Business.
Daniel J. McCarthy President and Chief Executive Officer, Frontier Communications Corporation Daniel J. McCarthy became President and Chief Executive Officer of Frontier Communications in April 2015. He was elected to the Frontier Board of Directors in May 2014. Mr. McCarthy was President and Chief Operating Officer of Frontier from April 2012 and Executive Vice President and Chief Operating Officer from January 2006 to April 2012. Before this, he was Senior Vice President, Field Operations from December 2004
to December 2005, Senior Vice President, Broadband Operations from January 2004 to December 2004, and President and Chief Operating Officer of Electric Lightwave from January 2002 to December 2004. McCarthy has been with Frontier Communications Corporation since 1990, when he joined the company's electric division in Hawaii. In 1995, he assumed responsibility for the company's energy operations. In 2001 he was promoted to President and Chief Operating Officer of Citizens Public Services sector, responsible for the company's energy and water operations. He earned a bachelor's degree in marine engineering from the State University of New York Maritime College at Fort Schuyler, and holds an M.B.A. from the University of Phoenix. Dan is a member of the Board of Directors of Constellation Brands, Inc. and The Committee for Economic Development. In December 2013, he was elected to the Board of Trustees of Sacred Heart University in Fairfield, Connecticut; in August 2015 he was elected Treasurer of that board. He is also a member of the Western Connecticut Health Network Corporate Advisory Council.
Fred Perpall Chief Executive Officer, The Beck Group As Chief Executive Officer of The Beck Group, Fred’s responsibilities include oversight of all aspects of Beck’s Domestic Real-Estate, Design and Construction practice. Fred began his career in the design and construction industry in 1996 and has been a registered architect since 2003. Fred spends the majority of his time driving the firm’s strategy to eliminate waste in the implementation of real-estate assets through a deep collaboration of each of the individual disciplines.
Consistent with the values of Beck, Perpall is committed to giving back to his community. He is active in numerous professional, technical, civic, philanthropic, and community organizations. Perpall currently serves as Chair of the Water, Energy & Environment Committee as well as on the Executive Committee and Board of Directors for the Dallas Regional Chamber, Secretary & Treasurer for the Board of Directors for the Dallas Citizens Council, the Board of Councilors for President Jimmy Carter’s Carter Center, the Board of Visitors at Emory University, Naismith Tipoff Club, Princess Margaret Hospital Foundation, YPO North Texas and AIA Large-Firm Roundtable. Additionally, he is a former Fellow of the Baker Institute Americas Project at Rice University, Ex-Chairman of the ULI Urban Plan, the 2014 Chairman’s Committee for March of Dimes March for Babies, and a former Director of the American Institute of Architects. Perpall received a Bachelor of Science in Architecture and Master of Architecture from the University of Texas at Arlington. Fred is also an alumnus of the Harvard Business School as a member of the 183rd class of the Advanced Management Program. Fred is a native of Nassau, Bahamas and a member of the 1994 Bahamian National basketball team. He and his wife, Abi, currently reside in Dallas with their two daughters, Ava and Ali.
James H. Quigley Chief Executive Officer Emeritus, Deloitte U.S. James H. Quigley, CEO Emeritus, retired as Senior Partner from Deloitte U.S. in June 2012. From 2007 until 2011, he was CEO of Deloitte, Touche & Tohmatsu Limited (DTTL) (the global network). Previously, from 2003 until 2007, Jim was CEO, Deloitte U.S. The Deloitte member firms provide audit, tax, consulting, and financial advisory services to public and private clients in 150 countries. Throughout his 38 years with the organization, Jim has held numerous key leadership roles and built a
distinguished track record of service to many multinational clients. Quigley is a member of the Board of Directors of Wells Fargo & Company; and serves as Chairman of their Audit and Examination Committee, as well as a member of their Risk Committee and Credit Committee. Quigley is a member of the Board of Directors for HESS Corporation and serves as their Chairman of the Audit Committee, as well as a member of the Compensation & Management Development Committee. Quigley also serves on the boards of Merrimack Pharmaceuticals, Inc., and was recently elected Chairman of their Audit Committee; The German Marshall Fund of the United States, and is a Trustee of the International Financial Reporting Standards (IFRS) Foundation. In addition, Quigley is a member of the National Advisory Committee – Brigham Young University and the Advisory Board of the Center for Leadership and Ethics – Duke Fuqua Business School; and most recently, completed his term as the U.S. co-chairman of the TransAtlantic Business Dialogue (TABD), Quigley has a history of involvement in various business and community groups in the United States, including The Economic Club of New York, The Council on Competitiveness, The Japan Society, Catalyst – the Center for Audit Quality, the U.S. Chamber of Commerce, the Financial Accounting Foundation, the U.S. Council for International Business, the Business Roundtable, the Shanghai International Financial Advisory Council, the U.S. Securities and Exchange Commission Advisory Committee on Improvements to Financial Reporting, and numerous committees of the American Institute of Certified Public Accountants and Junior Achievement of New York City. Quigley is the co-author of As One: Individual Action, Collective Power (2011), a best-selling book that addresses the leadership challenge of creating environments that inspire large groups to work together toward a common goal. Jim earned a Bachelor of Science degree and an honorary Doctorate of Business from Utah State University. He was awarded an honorary degree of Doctor of Commercial Science from Bentley College in Waltham, Massachusetts.
Sanyin Siang Executive Director, COLE Sanyin Siang is the Executive Director of the Fuqua/Coach K Center on Leadership and Ethics at Duke University. She focuses on collaborative leadership, mentorship, strategic partnerships. A theme through her career is convening interdisciplinary, diverse and counterintuitive gatherings towards defining complex problems and implementing new approaches for solving them. Her life's work has been about driving innovation, reinvention and transformation through breaking down silos and bridging divides. This stems from the perspective that in today's highly
interdependent and complex world, the global challenges that we face can only be solved through collaboration across public, private and social sectors. Her love for mentoring has translated into coaching executives from Asia, Europe, North America, Latin America and Russia. Siang is a LinkedIN Influencer and a regular contributor on leadership to Forbes and The Huffington Post. She is co-editor of a special 2008 issue of Leader to Leader journal and co-author of a chapter in “The Handbook for Teaching Leadership”. She was a former deputy editor of Professional Ethics Report by American Association for the Advancement of Science. Siang's other board service has included board of directors of the Emily K Center, the national board of the Duke Children's Hospital and Health Center, advisory board of startups Algae Systems and Revolution Gelatos. She received her MBA and BSE from Duke University where she was an AB Duke Scholar. Sanyin lives in Durham with her college sweetheart, Chad and their three children – Sophie (6) Charlotte (4) and Oliver (2).
Sim B. Sitkin Professor of Management; Faculty Director, COLE; Director, Behavioral Science and Policy Center, Duke University Sim Sitkin is Professor of Management, Founder and Faculty Director of the Fuqua/Coach K Center on Leadership and Ethics, and Director of the Behavioral Science and Policy Center at Duke University. Previously at Duke, he served as Area Head for the Management and Organizations Department, Faculty Director of Fuqua’s Health Sector Management Program, and Staudenmeyer Research Fellow. Sitkin has also been Academic Director at Duke Corporate Education and on the
faculty of the University of Texas at Austin and the Free University of Amsterdam. He is a Founding Partner of Delta Leadership, Inc. and Co-Founder of the Behavioral Science and Policy Association. Sitkin’s research focuses on leadership and control systems and their influence on how organizations and their members become more or less capable of change and innovation. He is widely known for his research on the effect of formal and informal organizational control systems and leadership on risk taking, accountability, trust, learning, M&A processes, and innovation. His research has appeared in such publications as Organization Science, Academy of Management Review, Academy of Management Journal, Administrative Science Quarterly, and Harvard Business Review. His most recent book is Organizational Control (with Laura Cardinal and Katinka Bijlsma-Frankema), which was published in 2010 by Cambridge University Press. His forthcoming book (with Rosalind Searle and Ann-Marie Nienaber), Companion to Trust, will be published by Routledge in 2016. Sitkin was elected a Fellow of the Academy of Management in 2010 and of the Society for Organizational Behavior in 2013. He has served in editorial roles for leading journals, editorial boards, and agency review panels in the U.S., Canada, Hong Kong and Australia and on the board of directors of the Society of Organizational Learning and the Center for the Public Domain. He is Founding Editor of Behavioral Science and Policy, Editor of the Academy of Management Annals, Consulting Editor of Science You Can Use, Advisory Board Member of the Journal of Trust Research, having previously served on the Board of Governors of the Academy of Management, as Senior Editor of Organization Science, and as Associate Editor of the Journal of Organizational Behavior. Sitkin has extensive consulting and executive education experience with many large and small corporations, non-profit and government organizations worldwide. In this work, he has focused on strategic leadership, leading and managing change (including mergers and acquisitions), organizational learning and knowledge management, and the design of organizational control systems. He has worked with a number of large and small corporations, and nonprofit and government organizations concerned with education, employment and social services - including ABB, Alcoa, American Airlines, Areva, Baker Tilly, bioMerieux, Carolina Power & Light, Cisco Systems, Compaq Computer, Corning, Credit Suisse First Boston, Deutschebank, Duke Medical Center, Ericsson, Glaxo, Hart Graphics, IBM, La Quinta, Maxcor, Omgeo, PricewaterhouseCoopers, Red Hat Software, R.H. Donnelley, Siemens, URS, U.S. Dept. of Justice, and Xerox Corporation. Before joining the faculty of Duke University in 1994, Sitkin was on the faculty of the University of Texas at Austin and has been a visiting scholar at Carnegie Mellon University, MIT, NYU, Stanford University, Xerox Palo Alto Research Center, and the University of Queensland. Prior to being awarded a PhD in organizational behavior from Stanford University, Sim spent over ten years in a variety of executive roles with responsibility for planning, information technology, financial administration, and research in consulting, non-profit, and government organizations.
Lisa M. Shalett Chief Marketing Officer, The Odyssey; Former Partner, Goldman Sachs Lisa Shalett serves as Chief Marketing Officer for Odyssey, the social content platform that crowdsources viewpoints from millennial thought leaders embedded in their local communities. Odyssey surfaces a rich and otherwise untapped diversity of stories and ideas to share on a worldwide scale, with an audience hungry for a variety of perspectives. In this role, one of Lisa’s primary focus areas is building relationships with brands, agencies, and other stakeholders seeking to reach and resonate with millennials and Gen Z in innovative and authentic ways.
Shalett has been one of the highest-ranking women on Wall Street, at one of the world’s most powerful institutions. Prior to joining Odyssey, Shalett was a Partner at Goldman Sachs, where she worked for 20 years and served in a number of key strategic roles, most recently as Global Head of Brand Marketing and Digital Strategy, managing Goldman’s brand during the financial crisis. Over the course of her tenure, Shalett held senior leadership positions in five divisions, including Equities, Compliance, Legal, Audit and the Executive Office, and two regions, leveraging Shalett’s fluency in Japanese. Shalett led revenue-producing and revenue-supporting businesses, managed global P&Ls and critical client relationships, and helped to transform the way Goldman communicated with key stakeholders. Shalett’s success in many different areas established her reputation as an innovative, agile leader and creative problem solver. As Head of Brand Marketing & Digital Strategy at an unprecedented time in the firm’s history, Shalett served as a change agent, leading the strategic development of Goldman’s first corporate image advertising campaign, which won numerous awards and still runs today. She drove the firm’s digital strategy, including the launch of Goldman’s presence in social media platforms, content marketing partnerships such as with The New York Times, and a redesign of the firm’s external website to enable Goldman to improve transparency, as well as recruitment marketing and proprietary brand and reputation research. Shalett helped forge strong media industry partnerships and worked closely with adtech entrepreneurs. Shalett is passionate about mentorship, and is known for motivating people and investing in their development and success. She sits on the boards of Brookfield Property Partners and PerformLine, the Advisory Board of Duke University’s Fuqua/Coach K Center on Leadership & Ethics, and the Steering Committee of the Kellogg School’s Center for Executive Women. She serves as a mentor in W.O.M.E.N. in America, which brings senior women together to mentor the next generation of high potential women leaders, and is an International Selection Panelist for Endeavor, a nonprofit that supports High-Impact Entrepreneurs in emerging markets. Lisa earned her MBA from Harvard Business School, and graduated summa cum laude with a B.A. in East Asian Studies from Harvard University.
Elizabeth Thompson Chief Executive Officer, C-Change Elizabeth Thompson, is well known for her collaborative work in the cancer space. While her work and contributions to change the research, political and patient support landscapes stand on their own merits, she is quick to highlight that the she has been humbled and honored to serve with and make those accomplishments because of the tremendous efforts of thoughtful and generous board members, brilliant staff, and engaged and committed volunteers to make an extraordinary difference in the lives of those diagnosed with and living with
cancer in 50 countries around the world. After transitioning to philanthropy management from a successful career in health and medical publishing, Thompson quickly earned a reputation as a progressive advocate within the cancer community. She led efforts to establish two organizations, the Dr. Susan Love Breast Cancer Research Foundation, and the Colorectal Cancer Coalition, both of which focused on expanding their research portfolios and utilizing patient advocacy to coalesce around a national agenda. She made a tremendous impact on the nation's investment in pancreatic cancer by establishing the National Action Plan on Pancreatic Cancer while serving at the Pancreatic Cancer Action Network. As President and Chief Mission Officer of Susan G. Komen for the Cure, Thompson was responsible for setting strategy and execution of the organization's $450M investment in mission programs spanning research, advocacy and policy, community health and education, and global health. Her ability to get the strategic issues organizations face and to galvanize action for change, put her in the seat as a transitional CEO to work with the Board, staff and volunteers to re-think and re-energize the Lymphoma Research Foundation, evolving their grassroots base and developing a more dynamic and integrated program offering. Today, as the CEO of C-Change, a member-driven organization focused on strategic issues in cancer, convening thought leaders to drive change, Thompson is more optimistic than ever before about the exciting advances in science and the opportunities to bring together the best and brightest to translate those discoveries to real patient outcomes. Liz earned her Bachelor of Science degree from the University of South Dakota where she attended the Tom Brokaw School of Communications.
Martin J. Yudkovitz Retired Head of Strategic Innovation, The Walt Disney Company Until his recent retirement, Martin Yudkovitz led The Walt Disney Company’s Strategic Innovation group, which identifies and develops new businesses for Disney to enter across all of its business lines and manages the corporate-wide process for business innovation. Prior to joining Disney, Yudkovitz spent two years as President of TiVo, the pioneering DVR innovator.
Yudkovitz was previously a long-time senior executive at NBC, serving in virtually all areas of the business and involved in almost every major NBC strategic initiative during his 20 years at the company. Among the positions he held at NBC were President of NBC Business Development, Founder and President of NBC Digital Media, and Executive Vice President of NBC, Inc. He was among the small initial team that developed and launched CNBC, NBC’s first cable TV network. Yudkovitz was also the primary designer of the innovative partnership with Microsoft that formed MSNBC, NBC’s second cable network and the world’s leading internet news service. Yudkovitz joined NBC in 1983, briefly serving as Senior Counsel in the Law Department, before moving on to NBC Sports, where he led business affairs for both the Seoul and Barcelona Olympics, for which he won an Emmy. Marty is a Senior Fellow at Duke University’s Fuqua/Coach K Center on Leadership and Ethics, a Dean’s Fellow at the University of Virginia Darden School of Business and an Adjunct Professor at UVA’s McIntire School of Commerce.
SUMMIT OBSERVERS
� Major Tyler K. Andersen, Aide-de-Camp to LTG Robert B. Brown, Commanding General, CAC � Tara M. Arras, Vice President, External Affairs and Development, C-Change � Patti Brown, Ph.D Student, Kansas State University � Jenn Chambers, Director, Alumni Education, Duke University Alumni Affairs � Mike Cragg, Deputy Director of Athletics/Operations, Duke University � COL Chris Donahue, Special Forces Officer � Joseph Doty, Executive Director, Feagin Leadership Program, Duke University � Gabe Farkas, Director of Basketball Analytics, Spurs Sports & Entertainment � Peter Gerend, Regional Managing Director for North America, Duke Corporate Education � Nina Kohler, Founder and Creative Director, Alchemy � Thomas Kosempa, Senior Associate Director, Major Gifts, Fuqua School of Business � Erin Medlyn, Director, Public Relations, Fuqua School of Business, Duke University � Steve Misuraca, Director, Master of Management Studies Program, Duke University � Tim Nichols, Visiting Associate Professor of the Practice; Executive Director, Counterterrorism and
Public Policy Fellowship Program, Duke University � COL Joshua M. Rudd, Special Forces Officer � David Schanzer, Associate Professor of the Practice, Sanford School of Public Policy, Duke
University � COL Timothy P. Sullivan, Executive Officer to the Commanding General, CAC � Victor Taylor, Associate Director, Corporate Relations, Duke University � Kimberly A. Wade-Benzoni, Associate Professor of Business Administration, Fuqua School of
Business, Duke University � Hank Woods, Associate Dean of Development and Alumni Relations, Fuqua School of Business,
Duke University
DUKE UNIVERSITY STUDENTS (Undergraduate Interns/Scholars and COLE Leadership Fellows) � Divya Dhulipala (Duke 2018) � Geraldine Guichardo (MBA 2016) � Melanie Goetz (Duke 2018) � Sarah Jones (Duke 2016) � Mike Lee (MBA 2016)
� Brooke Levin (MBA 2017) � Caitlin McGough (Duke 2016) � Crystal Riley (MBA 2016) � Christine Song (Duke 2018) � Steven Soto (Duke 2017)