Robin L. Athey
Founder & Partner
Integral Growth, LLC.
Robin is Founder and Partner of Integral Growth, LLC,
a platform to advance the practice of leadership development.
As an advisor, Robin collaborates with leaders to accelerate
leadership development, align individual and organizational
values, and build purpose-led organizations, to create
sustainable growth. Current clients include two global
professional services firms and one of the nation's
oldest and largest non-profits.
As a researcher, she writes on the topic of leadership
development amidst complexity. She is a fellow at Harvard
University and co-leads a project at the University
of Virginia.
As a coach and trainer, Robin works with leaders to
tap their core values and beliefs, and align their sense
of purpose with the broader needs of their organizations
and society.
For nine years, Robin served as Research Director at
Deloitte, where she led the firm's global research around
the human aspects of organizational performance. She
has authored dozens of studies and articles, teaming
with faculty from MIT, Harvard University, and INSEAD.
Her work has been cited in major media around the world,
such as The Economist, ABC World News, The
Times, Investors’ Business Daily,
and The Globe and Mail. She has presented at
major conferences and led executive roundtables in North
America, Europe and Asia Pacific. She also served as
an adjunct coach with Deloitte Career Connections, the
firm’s internal coaching practice.
Robin has served on the boards of Balance Integration
Corporation and the United Nations Association, as well
as executive councils at the Conference Board, Harvard
University, University of Virginia, and Babson College.
She has extensive international experience, having
worked in 28 countries across Asia, Europe, Latin America,
and the former Soviet Union. Prior to joining Deloitte
Research, she led global production as Vice-President
at Cole-Haan, a subsidiary of Nike. She began her career
as a manager and consultant with Kurt Salmon Associates.
She holds a B.S. in Industrial and Systems Engineering
from the University of Florida; an M.A. in International
Economic Policy from Columbia University; and an Advanced
Certificate in Organizational Development and HR Management
from Columbia University and the University of Michigan.
Rachel Newton Bellow
Strategic Innovation Consultant
Manchester, Massachusetts
For more than 25 years, Rachel has worked on strategic
innovation in the nonprofit and commercial sectors. After
spending eight years as Program Director at the Andrew
W. Mellon Foundation, she spun off Project 180, an incubator
for joint ventures between nonprofit and commercial
enterprise. In 1999, Rachel became a Partner at Divine,
Inc., a venture capital firm and incubator, where she
was responsible for strategy and acquisitions for its ‘social
markets’ division. She began her career
on the design team for the MacArthur Foundation ‘genius’ awards,
where she helped develop a system for identifying maverick
talent and coordinated a dynamic map of leaders and
their institutions in all industries and fields.
Rachel's consulting work has focused on helping
companies to clarify mission, identify new market opportunities
and fulfill the potential of their optimum social impact.
Her focus has been on start-ups and companies at critical
inflection points, where innovation is a priority and
there is a call for dramatic, accelerated change. Clients
and engagements have included: Standard & Poor's,
Cushman & Wakefield, Dan Yankelovich, Inc., WNYC
Radio, The New Press, and The American Center in Paris,
where she served as acting Director and member of the
Board.
Rachel has a B.A. Degree, Magna Cum Laude, from Harvard
University and was awarded the William Warner prize
at NYU for her graduate paper, "Obstacles to Innovation
in Philanthropy." She has served on the
Boards and Advisory Committees of many organizations,
including the TED Conference, the Center for Cultural
Innovation, the James Irvine Foundation, the Bohen Foundation,
Open Society Institute (Soros Funds), the National Endowment
for the Arts, Streb Dance Company, and Poets House,
Inc.
Paul Chippendale
Software Engineer & Infrastructure Developer, Minessence
Group
Brisbane, Australia
Paul Chippendale is a pioneer in the use of values
and technology to improve the way people live and work.
Paul's passion for using technology in this way began
in the 70s when he was responsible for the design and
installation of radio stations throughout Queensland.
He designed, and supervised the installation of, the
world’s first National Radio Station (4WP Weipa)
to be built in a transportable hut. When complete, it
was taken, via semi-trailer, from Brisbane to Cairns
and then via barge around Cape York to Weipa.
Paul's work with values started in the 1980s when he
was CIO of Telecom Queensland and a mentor of Telecom's
organizational cultural change program. Paul came to
the realization that addressing an organization's values,
and those of its people, were pivotal processes in any
organization's development. He also came to the realization
that there was very little available to help people
work with values in organizations.
In 1988, Paul began working with Brian Hall and the
Hall-Tonna Inventory of Values (HT-IV). There was an
immediate need to change the HT-IV to suit Australia's
non-religious-based culture. The HT-IV became the AHT-IV
(Australian Hall-Tonna Inventory of Values), and, eventually
even the conceptual underpinnings of the AHT-IV diverged
from the HT-IV—the AVI (A Values Inventory) was
born. The AVI is now one of the world's leading values
inventories used by high-profile organizations such
as: Coca Cola (NZ), Vodafone, Lion Nathan, Westfield,
and Burger King. One aspect of the AVI that distinguishes
it from all other values inventories is that it is under continual
development by an international team, driven by
input from those who use it.
Paul has a Bachelor of Engineering (Communications & Electronics)
from the Queensland University of Technology, a Bachelor
of Commerce (Organizational Behavior & Information
Systems) from The University of Queensland, and a Post-Graduate
Diploma in Social Planning from The University of Queensland.
In 1995, Paul was appointed Fellow, Values & Ethics,
IMC (International Management Centres).
Karynne Courts
Values Consultant & Leadership Trainer
Sidney, Australia
Karynne is one of Australia’s leading values specialists, actively coaching executives, and designing and facilitating values-based processes for large groups and individuals. She is a popular speaker at conferences and is frequently invited to address community groups, organizations and business forums. She facilitates the highly acclaimed Visionary Leadership Program, which has over a thousand graduates from diverse industries.
Karynne has worked extensively in the values field and is well known for her fun workshops and her zealous approach to her work. Providing leadership development, executive coaching, and cultural change initiatives, she has presented and facilitated workshops around Australia and internationally, focusing on Change, Leadership and Technology issues for organizations including AGL, IBM, AMP, QBE, Westfield, Westpac, The Club Managers Association, Centrelink, Adapt Business Technologies, The Benevolent Society, The Defence Materiel Organization (DMO), and SME’s in a range of industries.
Karynne is committed to encouraging life-long learning, cultivating curiosity and creativity. She knows that what is within us – (our values, our attitudes and our beliefs and assumptions) either expands our choices and opens us to possibility thinking, or keep us contracted in limitation and self-restricting comfort zones! Her down to earth approach and ability to present complex issues with sincerity, clarity and compassion inspire confidence, enthusiasm and motivation - resulting in life-changing experiences for her clients.
When not facilitating workshops, Karynne escapes to a world of music, art, books, bushwalking, and writing.
Rob Geier
Information Technology Consultant
Boulder, CO
Robert Geier is an innovative business and IT consultant
with a focus on Service Oriented Architecture (SOA)
strategy, organization, leadership, governance and implementation
as a vehicle for improving organizational performance.
As a co-founder of The SOA Monitor and former IT executive,
he has guided IT many leadership teams in the adoption
of new organization and governance models; developed
and implemented business, IT, Service oriented architecture
(SOA), and integration strategies; and implemented complex
new business processes.
Prior to The SOA Monitor, Rob held executive positions
at Columbia Pictures, Universal Studios, and Qwest Communications
where he helped design and implement consolidated IT
organizations that were more responsive to business
needs; and delivered systems and processes that enabled
new product, marketing, distribution, and operational
strategies. He began his career at Accenture where he
implemented enterprise systems and change management
programs at fortune 500 companies. Rob received an MBA,
Magna Cum Laude from the Stern School of Management
at NYU.
The SOA Monitor’s consulting clients include
Time Warner Communications, Motorola, the Rallinc Corporation,
TD Banknorth, Sony Pictures and others. The SOA Monitor
has helped these organizations to transform and govern
more agile technology infrastructures, and to make the
necessary organizational changes required to deliver
and support these new Information technology platforms.
Understanding the existing organizational values and
culture, and working to shape these so that they are
supportive of a new approach to technology is a key
element of the work of The SOA Monitor.
Anders Ferguson
Founding Partner, Veris Wealth Partners, LLC
New York, N.Y
Anders Ferguson is an experienced, successful entrepreneur
and financier. He focuses on the leading edge of sustainability & wellbeing.
He brings his passion for sustainable alternative assets,
capital formation, strategy, and transformational leadership
to support Veris.
Veris Wealth Partners is an independent wealth management
firm founded by five partners who share a deep conviction
in the interdependence of values, wealth and sustainability.
Veris believes managing that interdependence with knowledge
and wisdom delivers benefits for individuals, companies,
and society.
Anders also currently serves as Vice-Chair of Uplift
Media LLC, the largest portfolio company of Uplift Equity
Partners. Uplift is an investment partnership focused
on opportunities in the rapidly growing Health and Wellness
market. He has been actively involved in the sale or
purchase of a dozen Sustainable & Wellness firms and
a partner/advisor with 3 Investment Banks.
In 2000 he founded "Spirit in Business", which connects
a world wide community of leaders who are involved in
the practical exploration of how values, psychology
and the mind affect leadership, business practices and
corporate profitability.
Anders served as the Chair of Northeast Cooperatives,
an Organic Distributor that he helped grow revenues
20 times to $125 million before selling to United National
Foods (UNFI) in 2002. Anders graduated from Oberlin
College, B.A., in History and Environmental Studies
and studied agriculture at Purdue University.
Peter J. Miscovich
Management Consultant, New York, New York
Peter J. Miscovich is a leading business consultant
in the areas of Workplace Transformation and Workplace
Sustainability. Since 1985, Peter has developed, executed
and managed comprehensive workforce and workplace solutions
for global Fortune 500 companies involving enterprise
sustainability, real estate, human resources, finance,
technology, operations, procurement, security, outsourcing
and strategic planning functions. Peter also has extensive
consulting experience in the financial services industry,
serving global investment institutions, commercial banks
and consumer banks for more than twenty years.
In his prior roles, Peter was responsible for the development
and execution of workplace strategies and change management
implementation programs as a partner with both Deloitte
Consulting and PricewaterhouseCoopers. He also developed
an organization integration model for implementing new
service offerings and has provided insights to create
multiple thought leadership articles on key workplace
and enterprise sustainability issues.
Peter has a Bachelor of Science in Civil Engineering
and a minor in architecture from the University of Arizona,
Tucson, Arizona. He is also the founding member and
corporate sponsor of the International Workplace Studies
Program at Cornell University. In addition, Peter has
earned executive management credentials from the Executive
Leadership Development and Transformational Change program
at the Massachusetts Institute of Technology (MIT).
Peter serves on the boards of several organizations
including Talent Scope LLC and VERIS Wealth Management
in addition to serving on the board of New York Charities.
Richard Wagner
Integral Financial Planning
Denver, CO.
Richard B. Wagner, JD, CFP® has been a thought
leader in the financial planning world for twenty-five
years. He is currently an editor for InsideMoney.org and
Inside FP.org, online journals addressing our
personal and collective relationships with money, particularly
the roles of the financial planning profession and individual
financial advisors. With over eighteen years since
its publication, his article ToThink…Like
a CFP continues to serve as a seminal statement
of vision and potential for the financial planning profession.
After years of service to the profession, including
a year as national ICFP president in 1992-93, Dick was
awarded the prestigious FPA's P. Kemp Fain Jr. Award
in 2003. This award recognizes an individual member
of the Financial Planning Association "who has made
outstanding contributions to the financial planning
profession in the areas of service to professional activities,
society, academia and/or government and upholds FPA's
core values of integrity, competence, relationships
and stewardship."
In 1995, Wagner co-founded "The Nazrudin Project," a
professional think tank devoted to discussions and mutual
support regarding the human and spiritual aspects of
money and personal finance. In addition to his work
with InsideMoney.org, he continues as a regular columnist
for Financial Advisor Magazine as well as writing for
other publications addressing various aspects of money
and the money forces.
He graduated from the College of Wooster in 1967. He
received his Juris Doctorate degree from Lewis and Clark
Law School in 1977 and his Certified Financial PlannerT certificate
in 1987.
Ellen Weil
Co-founder, Value Mentors LLC
Boulder, CO
Ellen Weil is a psychotherapist, life & executive
coach, family therapist and group leader. She is considered
by many of her clients, including professional counselors,
as “the therapist’s therapist”. For
over 30 years she has been helping clients with business
challenges, personal & relational issues, increasing
emotional intelligence, as well as supporting the deepening
of spiritual awareness. She is a powerful facilitator
of emotional healing and sustainable inner transformation,
counseling clients world-wide on the phone, in-person
and on the internet. Her clients have included artists,
leaders and executives in numerous industries including
entertainment, advertising & media, technology,
real estate development, health & wellness.
Ellen’s business background includes market research,
retail management and real estate sales/management in
New York. Her short stories have been published in the Hot
Chocolate for the Mystical Soul series (Penguin
Books, 1998/99). She is a contributing author in the
book Lose to Win, A Cardiologist's Guide To Weight
Loss And Nutritional Healing, by Stephen T. Sinatra,
M.D. Graduating cum laude in 1972 from Queens College,
New York at the age of 20, Ellen continued her training
in psychotherapy with Dr. Alexander Lowen, a renowned
psychiatrist and founder of the International Institute
of Bioenergetic Analysis.
In 2001 she was personally invited by Eckhart Tolle,
best selling author of The Power of Now and A
New Earth, to teach the Practice of Presence.
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