Robin L. Athey
Founder & Partner, Integral Growth, LLC.
Cambridge, MA

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.

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, The Values Connection
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.

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.

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.

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
New York, NY

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
New York, NY

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.

Joi Ito
Director, MIT Media Lab & Chairman, Creative Commons
San Francisco, CA

Joichi Ito is the Chairman and CEO of Creative Commons;), the General Manager of Neoteny Labs, a startup fund focusing on Asia and the Middle East and the Chairman of Six Apart Japan, the weblog software company.

He is also the co-founder and board member of Digital Garage and on the boards of CCC TYO, Tucows. The Mozilla Foundation, WITNESS and Global Voices. Joi has created numerous Internet companies including PSINet Japan, Digital Garage and Infoseek Japan and was an early stage investor in Twitter, Six Apart, Wikia, Technorati, Flickr, SocialText, Dopplr, Last.fm, Rupture, Kongregate.

Joi is a Senior Visiting Researcher of Keio Research Institute at Shonan Fujisawa Campus in Japan and Joi has served and continues to serve on various Japanese central as well as local government committees and boards, advising the government on IT, privacy and computer security related issues. He is currently researching "The Sharing Economy" as a Doctor of Business Administration candidate at the Graduate School of International Corporate Strategy at Hitotsubashi University in Japan.

Joi was listed by Time Magazine as a member of the "Cyber-Elite" in 1997. and as one of the 50 "Stars of Asia" by Business Week and commended by the Japanese Ministry of Posts and Telecommunications in 2000. He was selected by the World Economic Forum in 2001 as one of the "Global Leaders for Tomorrow", chosen by Newsweek as a member of the "Leaders of The Pack" in 2005, and listed by Vanity Fair as a member of "The Next Establishment" in 2007. Ito was also named by Business Week as one of the 25 Most Influential People on the Web in 2008.

Joi maintains a weblog where he regularly shares his thoughts with the online community. He is the Guild Custodian of the World of Warcraft Guild.

Timony Karsten
Founder & Principal, TDKA Group
Los Angeles, CA

Timothy David Karsten graduated from UC Berkeley in Political Economics and International Relations and earned a law degree from USC Law Center. Over his years in the business spectrum, Timothy has worked with top law firms in Paris and Los Angeles, and collaborated with top tier international investment firms. He was a key strategist in the launching of a boutique trust management company.

For the past 20 years, he has managed family trusts and worked with his family to oversee investment strategy and investment managers. For the last 10 years, he has served as Director of the Karsten Family Foundation managing the investment portfolio as well as driving the mission through grant making focused on the environment, education girls and women empowerment and housing.

Timothy is also a private investor in mid- and later-stage environmental companies as well as early stage clean technology private equity. He serves as a member of the National Resources Defense Council’s Environmental Entrepreneurs (E2) business community.

Timothy has advised individuals and families of wealth for over 15 years in areas of family dynamics, family investments, philanthropy, strategic planning and multi-generational wealth.

In addition, Timothy has been a key figure in business development for media, clean technology and information technology companies. He is currently completing his book, Destination Freedom: The Way to True Affluence, a guide for achieving financial freedom and living your life to the fullest.

Timothy is happily married and is currently conducting business around the world with his beautiful and talented wife, Karinna, and their Jack Russell Terrier, Sparky.

Kristin Keffeler
Founder & Principal, Kinetic Enterprise, LLC
Longmont, CO

Kristin Keffeler, MSM, is a consultant and coach who specializes in supporting two distinct groups, with surprisingly similar goals:

• Highly sought after advisors who are ready to focus their innate drive for high performance and differentiate their services in the market by building the courage and capacity to create sustainable and prosperous practices where they invite who they are into what they do.
• Wealth inheritors who are thriving in the presence of wealth by building the courage to think Big on their own terms and the capacity to take focused action that will bring their innovative ideas to life.

Her background includes a Bachelor’s degree in Human Biology and Chemistry and a Master’s degree in Management with an emphasis in Public Health. She is a trained and certified professional coach specializing in peak performance and soup-to-nuts business and idea development and implementation. As the second generation in an affluent family, and the ‘next generation advisor’ on many collaborative multigenerational advisory teams, she brings a unique perspective to the potential impact of the advisor-client relationship; as well as to the path that next generation wealth holders can take to overcome 'paralysis by predecessor' and 'paralysis by possibility' to thrive in the presence of wealth.

Peter J. Miscovich
Management Consultant, Jones Lang Lasalle
New York, NY

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.

Abby Raphel
Executive Director, The Redwoods Initiative
New York, NY

Abby Raphel is the Executive Director of The Redwoods Initiative, a not-for-profit venture focused on family sustainability through wealth education. Its mission is to serve influential families and individuals through innovative education platforms and collaboration with the foremost organizations, practitioners and professionals in the industry to increase the knowledge and understanding of wealth and philanthropy. Redwoods is an independent organization intent on providing valuable programs that serve the dynamic and specific needs of financially successful families.

Abby also leads Global Fellows in Social Enterprise, an integrative education program where participants learn about implementing, influencing and supporting social enterprise organizations. The Redwoods Initiative is the content and programming partner for GFSE.

She is also a co-founder of A-Society.com, a private, invitation-only social network for the next generation. Prior to The Redwoods Initiative and A-Society, Abby was the Education Director for Highmount Capital. Her media, event and education consulting experience include The Nielsen Company, The Quill Awards, Reed Business Information, Inferential Focus, Jonathan Product and the USMC Marine Corp Birthday Gala.

Abby’s approach to business and education is collaborative and inclusive. She believes in developing deep and lasting relationships anchored by common values and inspired vision.

Abby has a BA from Jacksonville University in Communications and is completing her Thesis at NYU’s Gallatin in Education and Psychology. She is certified as an MBTI Facilitator and has taught with dozens of organizations focused on personal empowerment programs for young people.

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.

Jeffrey C. Walker
Chairman, Millennium Promise,
Former Vice Chairman of JP Morgan Chase
New York, NY

Jeffrey Walker is the former Chairman and CEO of CCMP Capital (CCMP), a $12 billion global private equity group with operations in North America, Europe and Asia. CCMP is the successor firm to JPMorgan Partners, which Jeff co-founded in 1984. His personal expertise is retail, consumer, media/entertainment and financial services sectors. He also served as Vice Chairman of JP Morgan Chase & Co. and Chairman of the JPMorgan Foundation.

JPMorgan Partners was named to the Private Equity Hall of Fame by the Private Equity Analyst publication. He personally received the 1998 Award for Excellence in Growth Capital Investing from the University of Michigan Business School.

He is a Certified Public Accountant and a Certified Management Accountant. He holds a Bachelor of Science degree from the University of Virginia and an MBA from the Harvard Business School

Jeff is an Executive-In-Resident at the Harvard Business School doing research social entrepreneurship and philanthropy with a special emphasis on creating partnerships and scale for non-profit organizations. In 2009 and again in 2010 he taught a graduate seminar at the Center for Leadership at the Kennedy School at Harvard on “Active Value Creation” which identified how lessons from private equity investing can be applied to not-for-profit and social enterprises.

He is the Chair of Millennium Promise, which supports the achievement of the Millennium Development Goals set by the UN to reduce by half extreme poverty in Africa by 2015. Its major initiatives include:

• Millennium Villages. 80 rural villages in 10 African countries are being developed as prototypes for locally led sustainable, model communities.
• Malaria No More

Jeff has served on numerous other corporate boards and is currently a Director of 1-800-Flowers (Nasdaq-FLWS); Co-Chair of the Quincy Jones Music Consortium, the Berklee College of Music, and the Morgan Library, New Profit, Inc. the Lincoln Center Film Society, and a Member of the Visiting Committee of the Harvard Business School. He previously served as Vice Chairman of the National Association of Small Business Investment Corporations, the Thomas Jefferson Foundation at Monticello, and the New York Investment Fund.

Jim Warner
Entrepreneur, Author and Life Transition Expert
OnCourse International
Boulder, CO

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.   

John A. Warnick
Founder & Chairman, Purposeful Planning Institute
Denver CO

For almost eleven years John A. Warnick was a partner with Holme Roberts & Owen LLP, a firm of 250 lawyers with offices in Colorado, California, Arizona, Utah, London and Munich, where he chaired that firm’s Private Client Service Group. Last year Mr. Warnick left HRO to launch the Purposeful Planning Collaboration, an advisory organization which supports estate planning attorneys, financial planners, CPAs, trustees, wealth psychologists and family business consultants who want to not only offer the best technical advice to their clients but who also want to provide best practices to make sure that their clients are passing much more than money on to their heirs, and that the impact of the family’s affluence will be a positive force in the lives of the next generations of that family.

Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel. He is also the Philanthropic Editor of the Journal of Practical Estate Planning, a CCH publication.

Mr. Warnick, whose family, friends and clients know him as “John A”, emphasizes multi-generational trust and tax planning in his law practice. Mr. Warnick balances his enthusiasm for tax savings with insightful questions which insure the planning is congruent with the client’s core values and vision.

John A is the founder of the Purposeful Planning Institute which trains lawyers, financial planners, trustees and wealth managers in the Seven Secrets of Purposeful Trusts™ and the Six Paradigms of Purposeful Planning. Mr. Warnick was the author of two BNA (Bureau of National Affairs) Tax Management portfolios. He co-authored "Selecting a Trust Situs in the 21st Century" as well as numerous professional journal and law review articles.

Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.

Ellen Weil
Co-founder, Value Mentors, LLC
Boulder, CO

Ellen Weil is a non-dual therapist, teacher of Advaita, life & executive coach. She is considered by many of her clients, including professional counselors, as “the therapist’s therapist”. For over 30 years she has been serving clients with personal & relational issues, increasing emotional intelligence, business challenges, 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. She is known for her ability to support clients through life challenges, life transitions and the grieving process.

Ellen’s business background includes market research, retail management and real estate sales/management in New York City. 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, MD. Graduating cum laude in 1972 from Queens College, NY at the age of 20, Ellen continued her training in body-centered therapy with Dr. Alexander Lowen, a renown 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 and to help others in their process of Awakening to their True Nature.

Ellen is also an artist and her abstract watercolor paintings will soon be available for sale on the Internet.

Matt Wesley
Founder & Principal, The Wesley Group
Seattle, WA

Matthew Wesley works with successful families and their leaders to build capacities that will sustain wealth across generations. This work involves the focused development of twelve core competencies necessary to secure the human, social and cultural capital of families that in turn forms the basis for family success over time. By helping families upshift through specific stages of development, these skill sets become the core to sustainable well-being in families. Matt’s background includes serving as a respected estate planning attorney for over twenty years in both Seattle and the Bay Area. For the last fifteen years he has worked with highly successful families. His clients have included those who have established or maintained successful family businesses and those who generated significant wealth in public companies. His work with clients has convinced him that many family leaders often do a terrific job of preparing the money for the family, but do little or nothing to prepare the family for the money (and often their planning inadvertently sets up the very conditions that will fracture families, ruin lives and radically deplete even large fortunes). Based on an extensive theoretical knowledge and extensive involvement in consulting with various families, companies and organizations, he directly engages the human issues that matter most to families. Matt holds a J.D. from Stanford Law School and and M.Div. from Fuller Theological Seminary. He lives near Seattle, Washington with his wife, Marcia. They have two grown children, Ian and Kiera.

Ray Wilson
Founder & President, R.O. Wilson & Company
Boulder, CO

Ray is the President and founder of R.O. Wilson & Company, LLC, an executive coaching firm specializing in the professional development of technically oriented business leaders who are transitioning into elevated and broader leadership roles within their organization.

Ray’s coaching and consulting work is informed by his 25 years as an entrepreneur and senior executive. He is trusted advisor to organization leaders providing informed, confidential and candid feedback, guidance and strategies for their professional leadership development. His coaching clients and engagements include working with leaders of companies in pharmaceuticals, consumer products, professional services, technology, specialty foods, manufacturing, and retail industries.

Ray is also an adjunct professor at the University of Colorado’s Leeds School of Business and the College of Engineering’s Graduate Engineering Management Program. Ray teaches Business Plan Preparation. A challenging experiential distance and in-class undergraduate and graduate level course designed to instill business concepts and skills in business, graduate engineering students and other non-business students through the intense team process of creating a viable business plan.

He presents on various topics as related to entrepreneurship and business start-up including leadership & management, industry analysis, marketing & sales, operations, financial, funding and exit strategies.

Ray has served on both private and public boards. Currently, he is serving on the Advisory Board of the Deming Center for Entrepreneurship, University of Colorado, Boulder. He recently served on the Advisory Board of the Boulder Innovation Center.

Ray earned a B.S. in Business Administration (cum laude) from California Polytechnic University, and received an MBA in International Management with an emphasis in Finance (honor graduate) from the American Graduate School of International Management – Thunderbird.