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.

John DiBattista
Senior Organizational Consultant & Coach
Aria Consulting International

John DiBattista brings over 30 years of leadership know-how to his coaching, training and facilitation. During his career, John has successfully performed in training, recruiting and sales positions at all levels, reaching the executive suite as Vice President of Sales and Vice President of New Business Planning & Development for S.C. Johnson and Sons, Alberto Culver Co. and MGA Entertainment, Inc, respectively.

John’s areas of focus include leadership development, team building, and emotional intelligence. Working with companies of all sizes, spanning a wide range of industries and disciplines, John is often called upon to help organizations transform through enhanced leadership behaviors. He is an expert in the development of sales leadership and the motivation and building of sales teams, and is an experienced “high ropes” team building facilitator.

John started his career in the United States Marine Corps as an aviator and infantry officer. He attained the rank of Major and then transitioned into civilian life and corporate life, where he completed the Executive MBA Program at Pepperdine University. John holds his undergraduate degree in engineering and mathematics. He also currently holds the executive leadership post as head of a world-wide humanitarian and missionary organization, with operations in 15 countries.

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.

Christine Grimm
Founder & CEO
Aria Consulting International

In 1997, Christine Grimm founded Aria Consulting International, Inc., with the goal of providing highly effective consulting, facilitation services, and customized management training to organizations—in both the public and private sector--- experiencing growth and change.

Christine is a practice leader in the alignment of executive teams and diverse, cross cultural work groups. She brings a broad range of business operations and organizational development experience to client engagements.  She aims to help leaders develop a clear path for the organization, align as a team, and develop strategy, structures and processes that will help them exceed their strategic expectations and goals.

Her interactive, high-energy approach pushes groups to achieve their objectives, while participants acquire new skills and behaviors that are immediately applicable in both their personal and professional lives.

Christine works internationally with such companies as:
The Motion Picture Association, Witco Vinyl Additives Group GmbH (Germany), Carlson Wagon-lit Travel, The Coffee Bean & Tea Leaf (US and Asia), Ticketmaster, CitySearch.com, Disney Interactive, Apex/Curative Health Care, DTS (Digital Theater Systems, Inc.), Pepperdine University, and Rockwell Automation.

Christine is the co-author of “Training, Teaching, Transforming” (Piccadilly Press, 2005) a text being applied in both corporate train-the-trainer and graduate level teacher education programs.

She is a member of the American Society for Training and Development (ASTD), the International Association of Facilitators (IAF) and The Society for Human Resource Management (SHRM).  Christine has earned her professional certification as a Senior Professional in Human Resources (SPHR). She is a master trainer of team effectiveness and in 2006 was certified as a trainer of the DiSC® Dimensions of Behavior Model by Inscape Publishing, the leading publisher of behavior and personal effectiveness tools.

Christine received her undergraduate degree from Pepperdine University, in Social Science and Education, where she also earned a Secondary Teaching Credential for the State of California.

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.

Maryann Fernandez
Founder & President, Philanthropy Indaba

Maryann Fernandez is Founder & President of Philanthropy Indaba, a unique consultancy that creates exclusive, customized field trips, journeys and service/internship opportunities to enhance philanthropic initiatives through experiential learning. Whether it is across town, across the country, or across the world, we develop experiences for individuals and small groups to go out into the field and gain tremendous insight and understanding on critical issues, local challenges, theories of change and models of success. She specializes in identifying synergies between groups and nurturing partnerships.

Previously, Maryann  served as a consultant to Educate Girls Globally and world-renown non-profit, Ashoka, Innovators for the Public. She also helped launch and establish a private network of ultra-affluent philanthropists which included 150+ families. 

In 2000, Maryann co-founded Shaking the Tree Foundation (STT), whose mission is to use storytelling to positively transform the individual’s relationship to wealth, family and society.  STT developed the Living Case Study, a workshop which utilizes professionally executed theatrical productions to discuss challenges in affluent families including family dynamics, psychology of money and philanthropy. Maryann produces and co-authors every play and workshop.

Maryann was formerly Vice President, Family Education Services and Senior Marketing Representative at the Harris Private Bank, Chicago.  With Harris Bank from 1998 - 2002, Maryann oversaw the development and strategic direction of educational events designed to address the issues and opportunities in wealth management.

Maryann is part of the Transformational Philanthropy Leadership Circle at Inspired Legacies. Her major volunteer projects include Karongwe Ecological Research Institute in South Africa (Feb-Mar 2003) where she served as a research assistant gathering data on African wild dogs, lions, leopards, hyenas and cheetahs; College Summit (Aug 2007) as a writing coach to inner-city teens; and Educate Girls Globally (Jan-Feb 2008), videotaping interviews with the varied partners and government officials in India. Maryann also served as a judge for the 2008 and 2009 New York University Catherine B. Reynolds Foundation Program in Social Entrepreneurship.

Jennifer McCrea
Founder & President, Sarvada Consulting

Jennifer McCrea presents a fresh approach to the rewarding world of fundraising that she calls “Exponential Fundraising,” an effective, distinctive process that shows you how to set the conditions for truly transformational giving and receiving. Through her programs, Jennifer inspires you to truly love the art of fundraising. Exponential Fundraising will bring your organization light, inspiration, ideas and explosive results.

A fundraiser for more than 20 years, Jennifer has personally raised over $100 million and held key leadership positions at Case Western Reserve University and then at Washington University in St. Louis during their multi-billion dollar capital campaign. She was also Vice President for Development at Dickinson College.

As president and founder of Sarvada Consulting in New York City, Jennifer has partnered with some of the world’s most visionary leaders on their philanthropic efforts.  Some of her current clients include the Quincy Jones Foundation, Millennium Promise, Columbia University, Harvard University and Preventive Medicine Research Institute founded by Dr. Dean Ornish. She’s also recently worked on projects for the Nelson Mandela Foundation, Creative Commons, NPower New York, and the Alliance for a New Humanity co-founded by Deepak Chopra.

Jennifer is a Senior Research Fellow at the Hauser Center for Nonprofit Organizations at Harvard University, where she is developing a Philanthropy Institute that will be launched in June 2010 and a Henry Crown Fellow at the Aspen Institute.

She is also the co-founder of the Quincy Jones Music Consortium, an organization that unites leaders in the music industry, nonprofit organizations, corporations, foundations and philanthropists to make music an ongoing part of the lives of children.

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.

Jim Warner
Entrepreneur, Author and Life Transition Expert

Jim Warner’s insights are grounded in a rare combination of experience and empathy.  Between 1980 and 1992, Jim led the start-up, growth and sale of a successful software company.  Today, as founder of OnCourse International, he is a dedicated advisor, guide and facilitator to midlife men and women facing challenging personal and business transitions.  Having worked with more than 2,000 senior executives – as well as hundreds of their spouses – in retreat and workshop settings, Jim is a recognized expert at helping others achieve greater self-awareness, authentic, productive communication, and more fulfilling relationships – for more satisfying lives.

Jim is the author of Facing Pain−Embracing Love: The Map to Authentic Living andAspirations of Greatness:  Mapping the Midlife Leader’s Reconnection to Self and Soul (John Wiley & Sons: NY), as well as the audio series When Having It All Isn’t Enough (Nightingale-Conant: Chicago).  Whether for entire corporations, executive teams, small groups, couples or individuals, Jim is expert in breeding clean, productive interactions and eliminating destructive and draining behavioral ruts.   He is also a sought-after inspirational speaker at industry conferences and corporate events. 

Jim  is a graduate of the University of Michigan as well as an alumnus of Harvard Business School (OPM program).  He is a member of World President’ Organization and was a member of Young Presidents’ Organization from 1987 through 1994.   

 

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.