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“The most important takeaway was the knowledge and insights gained from Bersin & Associates’ consulting services and solutions. We have since engaged their consulting services to support our organization’s enterprise talent acquisition initiative.”

Andy Snitz
Vice President, Talent Acquisition
Darden Restaurants Inc.


Conference Speakers

Approximately 40 senior HR and learning executives will be participating at IMPACT 2010. These speakers have been carefully selected by Bersin & Associates analysts, who know them to be market leaders and innovators. You’ll learn much from their experiences, perspectives, and real-world advice. Please check back soon to see the complete list.

Executive Speakers & Panelists

Aigner_PamPamela Aigner
Director of Online Programs

Under Pamela’s leadership, Westinghouse Training has assumed a leadership position in technical online learning in the nuclear power generation industry. Pam is an accomplished instructor and a strong advocate of student-centered learning in both the classroom and online. She is a recognized leader in online learning in the nuclear industry and has spoken on this topic at numerous conferences in the United States and internationally.

Armstrong_KimDr. Kim A. Armstrong
Senior Manager, Enterprise Lean+ Training Learning Training and Development
The Boeing Company

Kim leads Boeing’s Enterprise Lean+ Learning team. These solutions build upon existing courses and programs, will be well integrated, and have strong impact on employees’ abilities to apply Lean+ in the workplace. Previously Kim was the program manager for Boeing’s Enterprise Learning Integration Board where she provided the Learning, Training & Development Technology and Innovation directorate with key support of organizational initiatives and integration activities. In addition Kim has led several enterprise programs – such as Engineering Waypoint, Engineering Career Roadmaps, Engineering Leadership Program, and Information Technology Leadership Program.

Clancy_TomTom Clancy
Vice President of Education Services
EMC Corporation

Since 2001, Tom Clancy has been Vice President of Education Services at EMC Corporation. Prior to this, Tom held various field and corporate roles, primarily in Sales Productivity and Partner Management, focusing on field development, best practices and change execution. Since 2002, his primary responsibility has been leadership of the education role for all internal and external audiences. Tom’s team has a proven track record of innovation, audience alignment, passion and execution. This has led to multiple industry awards such as T125, Best, CLO and Brandon Hall.

Conn_TracyTracy Conn
Assistant Vice President
Federal Reserve Bank of Cleveland

Tracy oversees a wide range of business functions ranging from staff development, knowledge management, performance management, budget, quality assurance, technology systems, administrative support, communications, and web content management. Tracy has a Master’s degree in finance from The University of Akron and a Bachelor’s in finance from Kent State University.

Danskin_WilliamWilliam Danskin
Director, eSales & Service
AT&T Operations, Inc.

Bill is Director of eKnowledge, eAwareness and Promotional Support for the eSales and Service organization with AT&T Business Solutions. Bill’s responsibilities include creative asset development, promotional eMail operations, metrics, process and operations management as well as the development of online content and server infrastructure. As part of his responsibilities, Bill led the development of a new online customer support site incorporating: application training support and documentation; technical support contact information; discussion forums; user registration support; and, enhanced site organization and navigation. Bill has enjoyed a 27 year career with AT&T focused almost entirely on supporting customers, including major accounts such as PaineWebber, CIGNA, and Aetna, Inc.

Dedes_LiviuLiviu Dedes
Vice President, Organizational Effectiveness & Development
ARAMARK North America

Liviu’s responsibilities include performance management, succession and talent management strategy, leadership development, human capital metrics, and corresponding systems. Based in Philadelphia, ARAMARK is a $13 Billion dollar professional services organization, providing world-class environments, experiences and outcomes for clients and customers in 20 countries. Prior to joining ARAMARK, Liviu was Senior Director of Training and Organizational Development at The Pep Boys – Manny, Moe & Jack, the nation’s leading automotive aftermarket retail and service chain. During his 9 year tenure with the company, he held positions of increasing responsibility in operations and human resources where he led the talent management initiatives.

Edmonds_TracyTracy J. Edmonds
Program Director, HR Strategy & Planning
WellPoint, Inc.

Beginning at WellPoint in 1988, Tracy Edmonds’ has continually advanced through diverse roles of leadership. An experienced leader of operations, Tracy recently redirected her career to human resources in WellPoint’s HR strategy and planning organization. As a program director, Tracy coordinates and oversees enterprise-wide human resource programs, developing success measures and linking business leaders to WellPoint’s HR initiatives. She led the successful roll out of WellPoint’s 2009 associate survey program and also leads WellPoint’s onboarding and HR systems integration initiatives.

Effron_MarcMarc Effron
Former Vice President, Global Talent Management
Avon Products

Marc served as vice president of global talent management for Avon Products from 2005 to 2010. During that time, he led succession planning, executive development, performance management, engagement, and talent strategy. Marc also guided Avon’s most radical restructuring process in the company’s 122-year history, which resulted in a fundamentally new approach to managing talent. Marc’s previous management positions include senior vice president of leadership development for Bank of America and director of organization effectiveness and learning for Oxford Health Plans. Marc is the author of One Page Talent Management; he is coauthor of Leading the Way and coeditor of Human Resources in the 21st Century. Marc is now president of The Talent Strategy Group.

PlaceholderTessa Tubbs Ekukanju
Director, Pepsico University

Tessa leads the development of organizational solutions that enable executives to develop critical business knowledge and leadership skills for PepsiCo. Tessa has global responsibility for senior leadership development learning solutions, including executive onboarding and assimilation, non-instructor lead course development, on-line solutions, and global infrastructure support. Tessa’s business group oversees PepsiCo’s senior executive development learning architecture. This group develops internal talent at multiple levels, which include C-Suite, global, and local leaders. Tessa brings over 15 years of experience in leading human resources organizations. She joined PepsiCo in July 2007 to provide senior HR leadership to a fast growing field service team in Plano, TX. In 2008, she was promoted to Director and moved into her current role. Earlier in her career, she gained extensive HR experience at Guy Carpenter, Citibank, Gateway and TRW, which allowed her to develop a particular focus in executive and organizational development.

GeorgeLeary_AimeeAimee George-Leary
Director of Learning & Development, Strategic People Initiatives
Booz Allen

Aimee has been the Director of Learning and Development and Strategic People Initiatives since October 2005 and has been with Booz Allen for 14 years. Aimee has focused on numerous areas including: leading large, integrated strategic people initiatives, leadership development, defining competency and performance based learning strategies, technical training, technology-based learning tools and instructional systems design. She leads an industry recognized (Training Magazine Hall of Fame, #1 ASTD Best Awards, Bersin Learning Leaders) team of over 80 experts who are responsible for full employee life-cycle development at Booz Allen. With over 17 years of experience, Aimee has been featured at conferences speaking on talent management, learning strategies, and on online solutions to enhance learning and instructional systems design.

Heselton_LindaLinda Heselton
Senior Vice President, Director of Training, Administrative Services and Finance

Linda leads the Administrative Services and Finance learning organization for KeyCorp. She has extensive experience in leading learning and change readiness strategies for multiple major initiatives. As a member of the leadership team, Linda played a pivotal role in transforming the training function, which is now integrated with business strategies. She constructed and led the learning strategy to transform Key’s Operations team to an image-enabled, client-focused, knowledge-based workforce. Linda recently was selected to co-chair Key’s 2010 Executive Women’s Network Professional Development team. Linda’s other accomplishments include developing talent optimization forums, leadership development roadmaps, process trainer roles and LMS integration.

Hoff_TedTed Hoff
Vice President, Center for Learning and Development
IBM Corporation

Ted is responsible for leadership development and succession planning across IBM and works directly with IBM’s Chairman and CEO to ensure IBM has the leaders it needs now and for the future. This responsibility encompasses assessing, developing, recruiting and selecting leaders for all business and technical leadership roles across IBM. Ted is also responsible for designing and leading all learning and development initiatives across IBM. Ted oversees all aspects of human resource management for IBM’s corporate support organizations globally, including the Research Division. As a member of IBM’s Integration and Values Team, Ted is one of the company’s top 325 executives. Ted serves as a Director of the John F. Kennedy Library Foundation. Ted was also member of the Harvard Business School faculty. He authored several Harvard Business Review articles, case studies and a textbook on marketing analysis.

Holmes_JulieJulie Holmes
Training Director
Reynolds, Smith & Hills

Julie directs talent management at RS&H, a leading architectural and engineering firm based in Jacksonville, Florida. For the past 20 years, Julie, beginning in organizational development, went on to design, direct and implement training programs for Fortune 100 companies such as Prudential Health Care and Aetna. In addition, she directed student affairs for the master’s program in health administration, Washington University. At RS&H Julie assesses needs, and determines learning solutions for a companywide training program for the nationally recognized A&E firm, components of which include leadership, business skills and technical training that span the company’s multi-discipline business model.

Howe_NickNick Howe
Vice President, HDS Academy
Hitachi Data Systems Corporation

Nick is the Vice President of HDS Academy, the global learning organization of Hitachi Data Systems. He is responsible for Hitachi Data Systems’ education and certification offerings for customers, partners and employees worldwide. Hitachi Data Systems is the focal point for storage infrastructure solutions, storage management software, and storage consulting services within Hitachi, Ltd.™ With over 25 years’ experience of global IT sales and delivery, Nick is passionate about the transformation of customer experiences, partner relationships and employee performance through learning. In his previous role at Hitachi Data Systems, Nick was Director of the Global Solution Services division for Europe, Middle East and Africa. Prior to joining Hitachi Data Systems in 1999, Nick was at EDS Corporation leading outsourcing teams. He began his career at Bechtel Corporation, a global leader in engineering construction and worked on engineering projects throughout the world.

Israelite_LarryLarry Israelite, PhD.
Vice President and Manager, Human Resource Development
Liberty Mutual

Larry is responsible for developing methods, tools, and training that support the identification, management and development of employees at all levels of Liberty Mutual including company-wide HR practices – such as performance management and succession planning, management and executive development, training product design, and learning technology research and development. Prior to joining Liberty Mutual in 2006, Larry has held learning management positions at Pitney Bowes, the Forum Corporation, John Hancock Financial Services, Oxford Health Plans, and the Digital Equipment Corporation. He has worked in all instructional media, but has always focused on how technology can be used to enhance the effectiveness, efficiency, and impact of learning. Larry is the editor of Talent Management: Strategies for Success from Six Leading Companies and Lies About Learning, both publications of ASTD Press, and contributed chapters to three books: Michael Allen’s 2009 eLearning Annual (Pfeiffer, 2009), Elliot Masie’s Learning Rants, Raves, and Reflections: A Collection of Passionate and Professional Perspectives (Pfeiffer, 2005) and The AMA Handbook of ELearning Effective Design, Implementation, and Technology Solutions (AMACOM, 2003).

Jakobsen_RoaldRoald Steen Jakobsen
Vestas People & Culture

Since 2003, Roald has headed Vestas’ HR unit, People & Culture. Under his leadership, Vestas People & Culture has developed into a strategic business partner supporting an organization experiencing large growth rates of up to 25% per year. Recently, Vestas People & Culture has also launched Vestas World, an e-learning universe that has won recognition globally. It was Vestas World that was the recipient of the Bersin & Associates Learning Leader’s award in the “Initiative Excellence” category in 2008 as well as being named one of “The Best of the Best in Learning” among all award winners during Impact 2009.

Johnson_JayneJayne Johnson
Director, Learning and Leadership Development
General Electric Company

Jayne joined GE’s John F. Welch Centre, also known as Crotonville, in 2004. She is responsible for the overall strategy of GE’s comprehensive leadership curriculum, serving GE’s top performing leaders from entry level through early executive. Prior to her current role, Jayne held various L&D leadership roles within the company. She is a veteran of GE, beginning her career on the Information Management Leadership Program (IMLP), one of GE’s renowned entry leadership programs. Today, she combines her passion for life-long learning with her former technology know-how, to develop the strong leadership bench strength GE is known for around the world. Her expertise includes leadership development, executive assessments and coaching, employer of choice initiatives and change management.

Keesee_ValerieValerie Keesee
Director, Human Performance
Blue Cross Blue Shield, Michigan

Valerie is the Director of Human Performance at Blue Cross Blue Shield of Michigan and has been leading that role since the fall of 2007. Prior to that, she held various positions including Director of Employee Engagement, Director of the Financial Research Center and Director of Management Accounting. She joined the Blues in 1981, first working in Cleveland and then in Cincinnati before moving to Michigan as the manager of National Financial Systems Support.

Majercski_EvaEva Majercsik
Manager, Global Business and Technical Leadership
International Business Machines

Eva is the Manager and Global Community Leader of the Business and Technical Leadership organization in IBM. In this role, Eva provides leadership to the business and technical leadership team across the globe and to all business units on IBM’s succession planning strategy, which includes identifying, assessing and developing high potential leaders across the corporation. This involves the execution of the end to end annual Business and Technical Leadership process for IBM, with focus in ensuring that unique geography and business unit’s scenarios are incorporated in the strategy. Over the last 18 months, IBM has undergone a significant transformation on how to manage leadership in a new and innovative way to address the constantly evolving marketplace and the needs of the business. This transformation is still ongoing and is resulting in a leading edge approach to managing talent.

Melcher_AndreasAndreas Melcher
Head Assessment & Human Capital Metrics
Credit Suisse

Andreas is a member of the Senior Management at Credit Suisse in the Human Resources Department based in Zurich. As Head Assessment & Human Capital Metrics, he has global responsibility for the management assessment practice, analytics linked to human capital management processes and the bank’s competency framework. Previous roles included responsibilities for talent management, performance management, engagement survey, and global harmonization projects in human capital management foundations. Andreas joined Credit Suisse in 1999 from SHL Germany GmbH where he was a Senior Consultant for Personnel Selection, Management Assessment, Competency Modelling, and the development of psychometric products.

Naughton_CindyCindy Naughton
Senior Manager, Strategy and Organizational Effectiveness
RWD Technologies, LLC

Cindy is a Senior Manager at RWD Technologies with eighteen plus years as a training, change management and organizational development professional. At RWD Cindy provides design and delivery of the Company’s strategic planning process, organizational design and development strategies and executive coaching for individuals to ensure alignment and achievement of Company strategies. Cindy began her career at Delta Air Lines, Inc. where some of her career highlights include development and implementation of an enterprise-wide and nationally recognized business and financial acumen learning intervention featured on CNN, in USA Today and several other national publication, as well as received the Training Top 100 award for Most Innovative Learning Intervention and honorable mention from ASTD’s Training for Best New Learning Intervention. The most recent highlight came from Bersin & Associates where RWD received honorable mention for innovation in a new employee on-boarding program.

Neveras_NeilNeil Neveras
Global Practice Leader, Leadership Development

Neil has more than 20+ years experience in leadership/organizational development and talent management. He currently leads Deloitte’s leadership development practice in the US and co-leads it globally. In this capacity, he works with clients to help them solve their most complex leadership challenges, including defining leadership capabilities to drive business priorities, succession/pipeline planning, leadership assessment, development planning, career pathing, coaching/mentoring, using social networking to link leaders, global assignments/mobility for development, and metrics. Prior to joining Deloitte, Neil was Director of Executive Programs at the Wharton School, where he oversaw a portfolio of open-enrollment and custom global leadership development programs.

Parsons_JamieJamie Parsons, SPHR, FACHE
Vice President, Chief Human Resources Officer
Mountain States Health Alliance

Jamie oversees Human Resources, Organizational Development and Pastoral Care for the system. Jamie has been with MSHA since July of 2004 and during this time he has led succession planning, executive development, performance management, and overall leadership development for the system. Mountain States Health Alliance (MSHA) is a locally owned and managed healthcare system based in Johnson City, Tennessee. MSHA is largest regional healthcare system with 14 hospitals operating at approximately $1.0 billion in net revenues. MSHA provides an integrated, comprehensive continuum of care to people in 29 counties in Tennessee, Virginia, Kentucky, and North Carolina.

Pierce_JaneJane Pierce
Vice President, Talent and Organizational Development

Jane joined Archer Daniels Midland (ADM) in 2008 as director, Performance Management and later assumed learning and development responsibilities. Her new role, Vice President of Talent and Organizational Development, now encompasses attracting, retaining and developing talent, including Professional Staffing, College Relations, Performance Management, Global Learning & Development and Executive Talent Development. Jane served in similar capacities throughout her career most recently at Chevron and as an independent consultant.

Piros_MarquamMarquam Piros
Senior Director, Global Performance Management and Learning Operations

Marquam came to Seagate in 1995 after a 1-1/2 year at the American Heart Association. Marquam’s career includes more than 14 years of experience in the data storage industry at Seagate, holding various positions within Market Research, Six Sigma, Sales and Marketing eBusiness, and HR Global Product Center. Marquan currently has responsibility for Seagate’s Performance Management and Learning Operations. He and his team are responsible for overseeing performance management, learning management and succession planning on an integrated platform call iMAP (integrated Maximizing Alignment and Performance). In his career at Seagate, he has held variety of positions, including Market Research analyst; Market & Competitive Intelligence manager; Certified Six Sigma Black Belt; Sale and Marketing eBusiness senior manager; and Performance Management director. During his tenure at Seagate he has lead several key initiatives to refine business processes that enable customer success and corporate strategy.

Premenko_PetePete Premenko
Director, Learning Center
Brinker International

Pete directs the learning center at one of the leading casual dining restaurant companies in the world. Pete and his team are responsible for developing enterprise-wide management, leadership, and functional training, as well as all learning technologies supporting over 100,000 team members. Pete is an accomplished learning and development professional with over 16 years of experience in classroom training, online learning, instructional design, and curriculum design.

Radtke_JenniJenni Radtke
Head of Learning, Philips People Services

Jenni is the head of Philips People Services (PPS) Learning within Philips International headquartered in Amsterdam, The Netherlands. Philips is a global organization with over 120,000 employees worldwide and product lines including Healthcare, Lighting and Consumer Lifestyle. Jenni is responsible for the design, delivery and deployment of global and local curricula offerings for the professional staff at Philips in all countries.She has been in this role for 5 years. Prior to joining Philips, Jenni has had over 20 years in sales and sales management experience in the financial services industry, office products and learning solutions.

Raffetty_JubalJubal Raffety
Global Learning & Leadership Development Program Manager
Agilent Technologies Corporation

Jubal Raffety is a senior learning & development professional with over 20 years experience in designing and delivering leadership, management and communication training. Over his career, he has delivered training in 15 countries for approximately 13,000 learners and has trained more than 300 trainers to deliver high impact programs. For the past five years, Jubal has worked as a Global Program Manager with Agilent Technologies’ Global Learning and Leadership Development team, with the focus of designing and implementing an integrated leadership curriculum to accelerate the development of Agilent leaders who drive business strategies and cultural transformation forward.

Roy-Tobin_NicoleNicole Roy-Tobin
Chief Learning Officer
Deloitte Financial Advisory Services

Nicole’s experience in learning and organizational development spans over 16 years and a variety of industries include banking, high tech, pharmaceuticals, and professional services. In her current role, she provides leadership, direction and motivation to her team in their journey to transform the way learners experience development and the way their clients realize the value of their investments in development. Her team is heavily engaged in designing leading edge solutions that include simulations, action learning, and learning community sites with blog and wiki capabilities. Additionally, she is thrilled to be the first in the industry to introduce interactive conversation interface as a performance support tool.

Rubenstein_DaveDavid Rubenstein
Director of Learning
Coldwell Banker Commercial

David has 15+ years experience in the areas of course design, development, delivery, metrics and management. In 2007, David joined Coldwell Banker as Director of Learning at their Global Headquarters where he has responsibility for maintaining high quality instruction across all training programs for both the Coldwell Banker and Coldwell Banker Commercial brands (approximately 100,000 associates). David is also responsible for the gathering and analysis of all evaluation metrics ranging from level 1 thru 4 and ROI.

Swoboda_SusanSusan Swoboda
Senior Director Global HR Operations
Symmetricom, Inc.

Susan is responsible for the development and implementation of Symmetricom’s worldwide HR Operations strategy. Her scope of leadership includes all aspects of talent management including compensation, staffing, performance management, benefits and HRIS systems and tools. Susan has been with Symmetricom for three years and has been instrumental in moving HR operations from a manual administratively burdened function to a fully automated and streamlined function. Prior to joining Symmetricom, she spent five years with NVIDIA Corporation in similar roles including the design and implementation of their international compensation programs and manager tools. Prior to NVIDIA, Susan spent 15 years with Aon Consulting, Radford Surveys in a number of senior management roles.

Tabor_MattMatt Tabor
Leader, Action Learning Forum
Cisco Systems

Matt is internationally recognized in the field of talent development with over 12 years experience helping companies achieve revenue and productivity goals. He is a sought after executive coach and learning systems consultant. Matt co-authored many of Cisco’s innovative white papers on learning object theory and has contributed to publications focusing on practical development interventions that intertwine personal development with measurable business impact. Currently, Matt is a practice lead for Cisco Center for Collaborative Leadership in which he is responsible for Cisco’ innovative Executive Action Learning Forum development program. This award winning program has been recognized for its ability to generate billions of dollars of business value to Cisco while successfully preparing individual executives to lead at their next level. After eight years at Cisco, Matt’s various consulting roles have provided him with relationships, experiences and insights across sales, services, engineering, marketing and operations.

Valentine_TheresaTheresa Valentine
Recruiting Operations Lead, Human Resources
Aetna, Inc.

Theresa has been in the field of human resources for over 20 years in operational, strategic and project management roles. She has successfully lead payroll operations, human resource contact center, human resource information systems and talent acquisition teams. As a Vendor Manager, she has managed HR outsourced systems and services from RFP to implementation and has successfully led the HR components of multiple acquisitions and divestitures. Theresa has been involved in large scale HR transformation activities including the transition from legacy HR and Payroll systems to Peoplesoft and the development of manager and employee self-service solutions for human resources. She has been a guest speaker at multiple conferences including the American Payroll Association and The Conference Board highlighting successful transformation activities.

Vance_DavidDavid Vance
Former President
Caterpillar University

David founded Caterpillar University in 2001. He held the position of President until 2007. In 2004, he was named Corporate University Leader of the Year by the International Quality and Productivity Council; in 2006, he was named CLO of the Year by CLO magazine. Caterpillar was ranked number one in the 2005 ASTD Best Awards and was ranked Best Overall Corporate University in 2004 by both Corporate University Xchange and the International Quality and Productivity Council. Prior to this position, David was chief economist and head of the Business Intelligence Group at Caterpillar Inc. After retiring from Caterpillar in 2007, he founded Manage Learning LLC which provides strategic consulting on learning. He is a writing a book on managing the learning function titled The Business of Learning: Managing the Corporate Training Function for Bottom Line Results to be published September 2010.

Vanthournout_DonDon Vanthournout
Chief Learning Officer

Don is in charge of the capability development needs, including learning and knowledge management, of the company’ s more than 180,000 employees located in more than 48 countries. After graduating from Bradley University in 1981 with a B.S. in mathematics and secondary education, with a business minor, he joined Accenture and spent almost 15 years working with external clients, before moving into a series of director-level roles in the company’s learning organization. In 2001, he became the head of Accenture’ s Capability Development organization, and was subsequently named chief learning officer.

Wahl_JimJim Wahl
Talent Acquisition Manager

Jim’s main responsibilities include not only recruiting, but also Employment Branding and Sourcing Strategies. Jim is leading the company’s efforts to implement, measure, and manage a social media recruiting program. He has been instrumental in the ongoing transition of the Careers section of the 7-eleven website to a more vibrant Web 2.0 model.

Wells_SteveSteven K. Wells
Regional Learning Manager, North America
Pfizer, Inc.

Steve joined Lederle Labs in 1989 as a sales representative and subsequently held a number of sales, training, and management positions including Hospital Representative, Regional Trainer, District Manager, Group Training Manager, Training Director and Senior Director of Commercial Learning and Development. Steve built the learning strategies and processes at Wyeth by developing a learning culture, managing learning like a business, executing instructional and operational excellence, and focusing on business outcomes. He has a passion for building high quality curricula with flexible instruction using learning technology.

Winkler_SilvanSilvan Winkler
Assistant Vice President, Human Capital Metrics
Credit Suisse

Silvan is involved in the development of analytics linked to human capital management processes, as well as the integrated reporting of talent management, performance management, and the engagement survey. Silvan joined Credit Suisse in 2006 and holds a PhD in psychology from the University of Zurich, Switzerland.

Yeo_Meng_KeeKee Meng Yeo
Director, Global Talent Development

Kee Meng has more than 25 years of HR and talent development experience with both domestic and non-US global corporations. Currently, he is responsible for leading the Global Talent Management function at Amway, an eight billion USD global corporation based in Michigan. Prior to Amway, Kee Meng was at Unilever and Johnson & Johnson where he was responsible for conceptualizing and establishing J&J’s first virtual corporate university stressing collaborative learning worldwide. Kee Meng’s expertise is in strategic organizational change, talent development and global cross-cultural business communications. He has co-authored a number of papers, including The Patterns of Successful Dialogue and Cultural Transcendence as Strategic Advantage. Some recent articles include Measuring Organizational Learning: Going Beyond Measuring Individual Training Programs and Global Succession Management: Moving Beyond Another Replacement Planning HR Bureaucracy.

Zagunis_HaroldHarold F. Zagunis
Chief Risk Officer
Redwood Trust

Harold has served as Chief Risk Officer of Redwood Trust since January 2009, Managing Director since March 2008, Vice President from 1995 to 2008, and additionally as Chief Financial Officer, Controller, Treasurer, and Secretary at different times between 1999 to 2006. Prior to joining the Company, from 1986 to 1995, Harold was Vice President of Finance for Landmark Land Company, Inc., a publicly traded company owning savings and loan and real estate development interests, and since 2007, has served as a director.

Bersin & Associates Analysts

Bersin_JoshJosh Bersin

Josh Bersin has worked with hundreds of companies to deliver high impact employee learning, leadership development and talent management. In 2001, he founded Bersin & Associates to provide research and advisory services focused on corporate learning. Today, the firm is the “go to” source for learning and HR decision makers seeking product and market data, insight on trends and expert advice on enterprise learning and talent management.

Bersin is a frequent speaker at industry events including the HR Technology Conference and the ASTD International Conference. In addition, he has been a columnist since 2007 for Chief Learning Officer magazine and is a frequent contributor to other leading training and HR publications. He has been quoted on talent management topics in The Wall Street Journal, Investor’s Business Daily, on BBC Radio’s In Business and National Public Radio’s Morning Edition. Bersin also serves as a volunteer on the scholarship committee for the SHRM Foundation.

He is the author of The Training Measurement Book: Best Practices, Proven Methodologies, and Practical Approaches (April 2008, Pfeiffer) and The Blended Learning Book: Best Practices, Proven Methodologies, and Lessons Learned (October 2004, Wylie/Pfeiffer).

Earlier in his career, Bersin spent 25 years in product development, product management, marketing and sales of e-learning and other enterprise technologies at companies including DigitalThink (now Convergys), Arista Knowledge Systems, Sybase, and IBM.


Bob_DannaBob Danna
Executive Vice President and Chief Operating Officer

Bob Danna has more than 30 years of industry experience in human performance consulting, adult learning and associated management consulting services. At Bersin & Associates, he was instrumental in launching the Advisory Consulting practice, developing the firm’s branded WhatWorks® methodologies, and delivering advisory support in talent management, enterprise learning, measurement, and technology selection to numerous research members. Bob has held executive management positions with RWD Technologies, where he served as a vice president in the Enterprise Systems Group, responsible for operations in the U.S. and Asia-Pacific; at General Physics Corporation, where he held positions of executive vice president, group president and member of the board of directors; at Knowledge Management Solutions, Inc., where he served as executive vice president, COO and member of the board of directors; at, where he served as senior vice president and chief customer officer; and at Resource Management International, where he served as senior vice president of the management and technical services practice. In these positions, he consulted with Fortune 1000 clients worldwide, with extensive experience in Asia-Pacific and Europe.

Danna also served as a naval officer on active duty at the Naval Nuclear Power School as a division director and instructor, and in the reserves, leaving the service after 12 years as a lieutenant commander. He holds advanced degrees in physics and engineering, is a registered professional engineer, and has published or presented more than 40 papers on a variety of management, technical and enterprise learning topics.


Harris_StaceyStacey Harris
Principal Analyst and Director of Research Operations

Stacey Harris’ primary role is to leverage Bersin & Associates WhatWorks® research and benchmarking data to address research members’ specific talent management and enterprise learning strategy and planning requirements. Harris has more than 13 years in performance consulting, learning and development, and HR. Previously, Harris held key positions leading the enterprise-wide learning and organizational effectiveness functions within the retail industry at JoAnn Fabric and Craft stores and franchised sales industry at Management Recruiters International. In these positions Harris’ work was recognized in profile articles in Chief Learning Officer and Training magazines. Harris has also designed, developed, and implemented learning solutions for organizations such as KeyCorp, Kent State University, Inventory Solutions, and Brulant. Her background includes experience leading enterprise-wide change management initiatives and technology implementations, business process alignments, and the design and implementation of strategic learning solutions.


Lamoureaux_KimKim Lamoureux
Principal Analyst and Director of Research

Kim Lamoureux directs Bersin & Associates’ research in leadership development, succession management, competency management, and career management. She has more than 15 years of experience in human resources and talent management, with areas of expertise in senior leadership development, career development, 360° feedback, performance management, and succession planning. Lamoureux is the author of recent reports including High-Impact Leadership Development: Best Practices, Case Studies and Industry Profiles and High-Impact Succession Management: Best Practices, Models and Case Studies in Organizational Talent Mobility.

In addition to her research responsibilities, Lamoureux is also responsible for setting research priorities, overseeing all research initiatives, and aligning research with membership needs.

Lamoureux’s previous experience includes several training and development management positions at Textron Inc., an $11B global multi-industry manufacturer and service provider. Most recently, she was manager of leadership development and training, responsible for the design, development, implementation and evaluation of global leadership and professional development programs and processes.


Laurano_MadelineMadeline Laurano
Principal Analyst

Madeline Laurano is responsible for Bersin & Associates’ research in talent acquisition, an area which includes sourcing strategies, screening and assessments, RPO, CRM, employer branding, and onboarding, as well as workforce planning and talent systems. Prior to joining Bersin & Associates, Madeline served as the research director for ERE Media, where she created the ERE webinar series, published the Talent Acquisition Industry Analysis and Buyers Guide, led community discussion groups, and had responsibility for various research products and services. Madeline also worked as a research analyst for the Aberdeen Group and research director for Linkage, Inc., where she co-edited Best Practices in Leading a Global Workforce and Secrets in Succession Planning.


Mallon_DavidDavid Mallon
Principal Analyst

David Mallon directs Bersin & Associates’ research in enterprise learning, an area which includes content development, informal learning, social networking, virtual learning, learning culture and learning management systems, as well as performance management. He has more than a decade of experience in corporate learning strategies, programs, and processes; the selection and implementation of learning and performance solutions and related technologies. Prior to joining Bersin & Associates, Mallon led the consulting services practice at, where he and his team assisted hundreds of clients with the integration and alignment of solutions to critical business objectives. Previously, Mallon held several training and development positions with EarthLink, where he was responsible for overall learning strategy for its global call center organization. This included the worldwide launch of an enterprise learning management system, the design and deployment of a comprehensive contact center agent certification program, and the implementation of a competency based performance management process and system.


Oleonard_KarenKaren O’Leonard
Principal Analyst

Karen O’Leonard has directed primary research and industry studies for Bersin & Associates since 2002. She is the principal analyst and author of the Factbook series, which include annual studies on corporate learning, talent management, and leadership development. Before joining Bersin & Associates, Karen spent 15 years in research, product management, and corporate strategy for Apple, Sun Microsystems, and eBay. Karen brings a solid background in statistics, research design, and methodology, together with a keen understanding of business issues, to her work at Bersin & Associates.

Bersin & Associates Advisors

Arth_BarbBarb Arth
Principal Advisory Consultant

Barb Arth has more than 20 years of experience as a senior learning executive and consultant, with experience in traditional, e-learning, and blended learning strategies as well as talent management strategy and execution including performance management, succession management, and leadership development. She also has a strong background in developing and implementing learning and organizational measurement and assessment tools including balanced scorecards. Barb has worked with Fortune 500 companies on a wide variety of enterprise learning and talent-related initiatives including the development and delivery of competency-based curricula, job role development linked to critical business goals, global leadership development models, learning and measurement strategies for global and matrixed organizations, and talent management strategy and technology selection and implementation. In addition, she’s had direct working relationships with most major learning and talent vendors and is highly knowledgeable about the learning and talent management markets.

Prior to joining Bersin & Associates, Barb held senior talent management positions in a variety of industries including United Airlines, Motorola, Owens Corning Corporation, and LexisNexis. She also has principal level consulting roles with LearnShare, Arthur Andersen, and Thomson NetG. Barb holds a Bachelor of Science degree from the University of Illinois Urbana-Champaign and a Master of Business Administration from Keller Graduate School of Management. She is currently pursuing her Ph.D. in Organizational Psychology. Additionally, she is a member of several professional and honorary societies including most recently Who’s Who of Executives and Professionals.


Johnson_AlAl Johnson
Principal Advisory Consultant

Al Johnson has more than 20 years of experience in human resource management, learning and development, talent management systems, and performance consulting. Prior to joining Bersin & Associates, Johnson managed global and enterprise learning, performance, and HR change management initiatives for Eastman Kodak, Pitney Bowes, and Danka Corporation. His work has been recognized and awarded as both innovative and results-driven, with a focus on linking talent management to business strategy and goals. Johnson has successfully leveraged learning and talent technologies to improve business performance and employee development. His experience includes the implementation of global integrated talent management systems, including performance, succession, learning, competency, recruitment, and content management. He has spearheaded enterprise elearning, learning technologies, virtual classroom, and blended learning solutions.

In human resource management positions with Eastman Kodak, VehiCare Corporation, and Pitney Bowes, Johnson provided employee engagement, organizational development, talent acquisition, performance management, and succession planning services. He has also provided independent consulting services in recruitment, enterprise learning, process reengineering, and technology strategy development for leading organizations, including Wegmans Food Markets and the Boston Globe. He holds a Bachelor of Arts degree from the State University of New York.


Meadow_MaxMax Meadow
Director, Strategic Services

Max Meadow is an experienced advisor in talent and performance management, training and performance support, and software adoption. Based in the San Francisco, California area, Meadow has 18 years experience consulting with sales, procurement, line of business operations, and management functions across the technology, manufacturing, life sciences and health care, automotive, finance, and energy industries. His work has focused on talent and performance strategy and process design, frontline performer capability development, and has integrated knowledge of how back office and frontline business units organize, plan, and execute strategies to achieve business results. Meadow has extensive consulting experience across the Americas, Asia, and Europe.

Meadow has held management positions with RWD Technologies, where he served as operations manager in the Enterprise Systems Group; at Saba as director of Strategic Services; and with Genesis Consulting as business development manager.

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