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Stephanie Wilkinson is the Senior Director of Growth Customer Sales and Renewals for Adobe’s Digital Experience business. With responsibility for 5,000 customers, she has designed and implemented a new go-to-market for Adobe’s growing digital experience customers. Her team comprises customer account managers, expansion sales, technical advisors, business advisors and a center of excellence to support engagements at scale. Together they are responsible for driving growth in $350M ARR.
With more than 20 years experience in the software industry, Stephanie has successfully transformed support, customer success management, and sales organizations by creating a client-centric culture within the teams she has led.
Prior to joining Adobe in 2018, Stephanie led customer support, client success managers, and education teams for IBM’s Watson Customer Engagement eCommerce and Marketing segments. This followed her time leading the integration of mergers and acquisitions, marketing, channels, and product teams for IBM.
Stephanie lives in Arizona and has a Mechanical Engineering degree from University of Arizona.
Jeremy Aston is part of the Customer Experience organization (CX) and is responsible for Strategy and Planning to accelerate Cisco’s services and support business while scaling its customer success functions. His focus includes long-range planning, market intelligence, go-to-market, and inorganic strategies that drive recurring revenue growth for Cisco.
Jeremy has more than 20 years of experience in the IT industry, with a strong background in partner success planning, and executing Cisco’s sales strategy in new markets and business models. He has experience in software, licensing, SaaS, and storage as well as operations, strategy, and sales leadership. Prior to joining the CX Organization, he served as Cisco’s Sales Strategy lead for software and recurring revenue, as well as Sales Director for Cisco’s Commercial Select business. Prior to working at Cisco, he spent time at EMC and Lanier Worldwide.
Jeremy holds a B.A. degree from the University of Utah. In his spare time, he enjoys surfing, running, and traveling with his wife and two daughters. He is a member of the Surfrider Foundation, dedicated to the protection of the ocean waves, and beaches.
Lou joined Dell Technologies in 2004 and has been on the Services team for the last 7 years. Lou currently leads the APOS-Renewals team – a $3.6B Global Services Renewal business with a staff of almost 2,000 across 32 countries. This team helps our customers with their maintenance support options in the later years of their technology lifecycle. Lou is passionate about developing highly capable and proficient teams to deliver record-level growth and profitability through aggressive change management, strategic planning, and technology adoption.
Prior to joining Services Sales, Lou led teams in Marketing, Operations, and Sales, driving results cross-functionally in a dynamic marketplace, maximizing business growth, and ensuring CE. He is a fervent advocate of Dell’s Legacy of Good’s environmental efforts and serves as the Executive Sponsor for Central Texas Planet – one of Dell’s Employee Resource Groups (ERG).
Prior to joining Dell in 2004, Lou was the VP of Marketing for Schlotzsky's Deli, a Brand Manager for Kraft Foods, and a High-School Math Teacher. He received his Masters in Business Administration from the University of Texas and received an undergraduate degree from Dartmouth College.
Lou lives in Austin with his wife, Kathleen, and 3 boys. Lou and Kathleen like to exercise, see movies, and enjoy great dinners; but honestly, most of the time is spent getting their boys to the next sporting event. Lou is an avid Boston Red Sox fan and loves the University of Texas Longhorns. Hook ‘em!
Rob Rosa is responsible for Extreme Network’s Global Service Sales, which includes new and renewal opportunities for ExtremeWorks / PartnerWorks, Premier Services, and Professional services. He will also focus on growing the new service offerings under Extreme’s Managed Service platform (Monitoring Plus and Response Plus) and continue to develop new consumption opportunities (CPEaaS and Enterprise License Agreements). He is looking to expand Extreme’s service footprint with the assistance of the Extreme’s partner network.
Prior to Extreme Networks, Rob was the leader of Cisco’s U.S. Public Sector Services Partners as well as the U.S. Services Field Partner Organization. In this role Rob was responsible for the strategies related to sales, marketing, partner enablement, partner profitability, and promoting services growth for over $3B+ in Cisco Service revenue through channel partners across the U.S.
Specifically, Rob leads the Services Channels team in conjunction with Service Sales, and our Partners to develop a comprehensive Services strategy that supports the end customer’s mission or strategy while developing sustainable business models for our partners. This entails driving new program adoption, increased focus on service revenue opportunities, and overall partner enablement to assist in growing the overall business of the partner.
Rob spent 16+ years at Cisco, in that time he held various finance, sales operations positions in various verticals supporting the sales organization.
Rob holds his undergraduate Accounting degree and his MBA in Accounting Information Systems from Suffolk University – Sawyer School of Management. In his spare time, he enjoys taking classes at the Harvard Business School and volunteering as the Treasurer of his Local Youth Football and Cheerleading organization with 400+ members and 100+ volunteers.
Rob Rosa resides in the Boston, Massachusetts area with his wife and 3 sons.
Grad Rosenbaum is the Vice President and General Manager of the Americas Solutions Business at HP. He is responsible for the go-to-market strategy, P&L, delivery execution and overall financial performance of the Americas print and personal systems services businesses. This includes the sale and delivery of managed print services, printing and workflow solutions, and personal systems services for HP’s consumer, corporate, enterprise and public sector segments. In addition, Grad is responsible for HP’s System Integrator Alliances program for the Americas Region.
Grad is a customer-centered leader with a proven track record of exceeding business results, success in cultivating talent and managing organizations through transformational change. Through his 30 year tenure at HP, he has held a number of executive leadership roles, and he has been instrumental in the creation, development and expansion of the global managed services business. Prior to his current role, Grad successfully led the Americas Print Services Business, U.S. Print Sales, and the Americas Signage Business. Prior to joining HP, Grad worked at Lockheed Corporation.
Grad holds a Bachelor of Business Administration from the University of Massachusetts, Amherst and a Master of Business Administration from Babson College. Grad resides with his wife and four children in North Andover, Massachusetts.
Sean Sauter, vice president of global system services for IGT, is a passionate gaming and technology service professional of 20 years. After his studies at McMaster University and Durham College in Ontario, Canada, Sean proudly began his career in the gaming industry at the Great Blue Heron Casino. It was there that Sean caught the bug for the gaming industry, but more importantly, a passion for technology, continual service improvement, and developing solutions for complex business challenges.
Since then, Sean has been involved in the evolution of many Gaming technologies and has been IGT’s thought leader and driver for many strategic service transformational initiatives around the globe. These transformations have brought standardization to IGT’s service delivery, innovative technology solutions, and product & service revenue growth.
As senior vice president, John heads up both Infor’s global SaaS/Maintenance Renewal business and License Management business.
John joined Infor in 2002, and has held several positions in the organization ranging from operational, product-related, to field/customer-facing roles. Over his 15 years with Infor he has been an integral part of the company’s growth and transformation from $100M to nearly $3B in annual revenue.
Prior to Infor, John worked for other software companies, of which some have become part of Infor over the years. Having held a variety of roles his background includes extensive experience in field sales and consulting/professional services relating to the automotive industry.
Joe Bowers is the WW director of support and training sales for the World Trade division of Mentor, a Siemens Company. Mentor is an industry leader in electronic design automation, providing software and hardware design solutions that help engineers around the world conquer design challenges in the increasingly complex worlds of board and chip design.
As a sales leader at Mentor, Joe manages the global support and training sales teams across a wide product portfolio. His primary focus is revenue generation through customer retention and cross-selling of services. Additional focus for Joe's organization is on uncovering and closing customer upgrades and adds on business to the benefit of Mentor.
Joe has 17 years' experience in selling software, support, and training with a focus on customer satisfaction and revenue growth. Previous to joining Mentor, Joe worked at IBM in the Global Services division.
Denise Rundle is the general manager within Microsoft's Customer Service & Support organization, responsible for Microsoft's Advertising, Partner, and Sales Support Services WW. She leads a team of retail sales, commercial technical presales, retention, and advertising support professionals globally. She is accountable for delivering $1B in influenced revenue from direct product sales, save and retention, consumption, and lead generation (pipeline).
Prior to her current role, Rundle was responsible for developing the customer service strategy, offerings, and go-to-market for Consumer, Advertiser, and Unmanaged Commercial customers WW. She has held many leadership positions at Microsoft including building the online support assets in the early days of the internet, envisioning and building the first Microsoft Most Valuable Professional community program, and many years at the helm of Microsoft Global Consumer Support.
Before joining Microsoft, Denise worked as a consultant teaching small businesses how to deploy software and networking solutions to optimize their business. Denise has an undergraduate degree in speech communications, journalism and public relations.
Paul Duggan is the Executive Vice President, Worldwide Renewals, leading our Cloud, OffCloud and SMB Renewals teams across the globe.
Paul joined OpenText in January 2017 as Senior Vice President of Revenue Operations, where he was responsible for operations across sales, professional services, business networks, and customer support. He led organizational focus across a range of critical areas, such as planning, reporting, resource optimization, enablement, and processes.
Prior to joining OpenText, Paul was at Oracle Corporation for 17 years. He was most recently the Group Vice President of Support Renewal Sales, North America and was directly responsible for $6 billion of annual support revenue for the company. This included leadership and management of several Digital Renewal Centers located across continents.
At Oracle, Paul made critical contributions to customer success, operational excellence, expense optimization, including automation of various support renewal systems. He also held key leadership roles within Education Sales and Operations for Oracle and Siebel Systems over the course of his career.
Paul has previously served on the advisory board for the Technology Services Industry Association. He has completed executive leadership programs at the University of Michigan Ross School of Business and IESE Business School in Barcelona, Spain.
Adam Hedstrom is the Vice President of Renewal Sales and Strategy at PTC. PTC is an industry leader in Industrial IoT, AR, CAD, and PLM software. Adam leads the worldwide Subscription and Support Renewal Sales Teams who are responsible for $900M+ in ARR across 20,000+ customers.
He brings a heavy focus on strategy and process to increase long-term retention of customers, leaving behind the perpetual support practices of the past and transforming his team’s engagement to successfully achieve best-in-class subscription retention.
Prior to joining PTC in 2017, Adam has worked with many software and technology companies to drive business transformation in areas of Renewals, Professional Services, Order/License Management, and FP&A. He is from Atlanta, Georgia and is a Ramblin’ Wreck from Georgia Tech.
In his role of CE&X Chief Operating Officer, Daniel is responsible for securing, steering, and transforming the CE&X business while propelling the Customer First, SAP Second, LoB Third mindset. CE&X COO and his office enable and fuel the ongoing CE&X transformation, providing a consistent and scalable framework and service level across all LoBs as well as a strong interlock across the Customer Success board area and beyond – to reach our North Star, Customer Success.
With over 15 years of experience at SAP and diploma in Informatics and Business Economics from the University of Mannheim, Daniel is a senior executive demonstrating excellence in driving efficient business operations, successful implementation of frameworks and processes, as well as change management, while ensuring the listening path to SAP customers & employees. During his career path, he has led several global teams and programs in the areas of Business Intelligence and Analytics, Governance Risk and Compliance, Corporate Audit, Maintenance Go-To-Market, DBS COO, and, lastly, acting as DBS Customer Success Services COO.
Russ Nettle took on his most recent role as the vice president of services at Vital in April of 2014. Russ presides over all services within the Vital business, including professional services, customer success management, and customer success support. He joined the company in 2003 and has held the roles of customer support manager, director of service account management, and director of professional services.
Prior to his employment at Vital and receiving his Series 6 and 63 licenses, in addition to his MSCE certification, Russ held a variety of positions within IT, Enterprise Applications and Finance. He has received his Bachelor of Arts from the University of Minnesota.
Teresa Anania is Senior Vice President of Global Customer Success, Renewals and Customer Experience at Zendesk where she is responsible for the management and development of the company's global client base, including all customer segments from Enterprise to our smallest customers. Her remit is to ensure Zendesk's customers are realizing maximum business value across the customer lifecycle and achieving their ROI goals which ensures their renewal and opportunity for expansion. Prior to Zendesk, Teresa was the Senior Director of Customer Success at Autodesk where she ground-up the scale and tech-touch practice across all market segments. Teresa is passionate about developing personalized, outcome-driven experiences that advance customer adoption, retention, loyalty, and lifetime value.
Steffen Low is Vice President, Global Customer Success at Automation Anywhere. Automation Anywhere combines Robotic Process Automation, Artificial Intelligence and Analytics to deliver the leading software automation solution for the enterprise. For more than 14 years, Automation Anywhere has provided industry leading automation solutions and in 2018, raised $550M in its series A round from NEA, Goldman Sachs, General Atlantic, World Innovation Lab and Softbank.
With more than 25 years in technology services and support, Steffen is a true innovator in customer success and business critical environments. He has uniquely defined the right mixture of services, support and technology automation to satisfy the most risk adverse customers, while growing customer loyalty and revenue.
Prior to joining Automation Anywhere, Steffen was Vice President of Customer Excellence and Success at Apttus, Vice President of Customer Success Operations at NetApp and Vice President/GM/Founder of Business Critical Services at Symantec, where he built a STAR award-winning organization from the ground up. His career at Symantec also spanned product management, global support, global service solutions, and partner programs. He previously held service, support and IT leadership roles at Linuxcare, SGI and Lockheed Martin.
Steffen has a bachelor's degree in Economics from University of California/Los Angeles.
Ben Brownlee is the Vice President of Customer Success at Blackbaud, the world’s leading cloud software company powering social good. He leads the global customer success organization for Customer Success Management, Customer Onboarding, Customer Enablement, Learning and Education, Digital Engagement, and traditional Customer Support. Ben’s career in the software and cloud technology space spans over 20 years, with leadership roles in Technical Account Management, Educational Services, Customer Support and, of course, Customer Success.
Ben strongly believes that to build a stellar customer experience, one must also build a diverse and inclusive work environment. He places a premium on a precisely orchestrated customer journey, with measures and value frameworks that ensure persistent and consistent customer experience. Equally, the promise of outcome delivery must begin day one (and arguably presale), which must then be quantified and replayed to the customer as part of that journey – and that these elements, when brought altogether, are how you drive customer retention.
Ben has been a long-time board member at the College of Charleston, focusing the fundraising and development for the Dean’s Excellence fund to ensure students of all backgrounds have an equal opportunity to achieve higher education. He and his wife live in Charleston, SC and are proud parents to a daughter that, much like her dad, is a huge Dallas Cowboys fan.
Erika Cowen is the Vice President of Customer Success at F5. F5 provides multi cloud delivery and security of any application and API anywhere. Erika leads the worldwide Customer Success organization focused on delivering quantifiable outcomes for customers across all products, including a number of recent acquisitions. Erika is a seasoned executive in the tech industry with 20+ years experience in Customer Success, Customer Experience, Enhanced Support, Training and Services. Erika has a proven track record building high performing and human first teams from the ground up in North America and overseas with experience ranging from large SP to smaller entrepreneurial organizations.
Erika attended the University of Western Ontario with a degree in Psychology and resides in Ontario, Canada with her husband and 5-year-old twins. Erika grew up in a family-owned golf course business and enjoys both the summer and winter sports Canada has to offer. Follow her on https://www.linkedin.com/in/erikacowen/
Kellie Capote is the Chief Customer Officer at Gainsight - the Customer Success Company. Kellie has spent the last five years involved in building and leading the success organization at Gainsight. In her current role as CCO, she leads the post-sales organization at Gainsight that includes the CSM, Support, Professional Services and CS Ops & Scale orgs. She is deeply focused on driving positive business outcomes for their customers along with exceptional customer experience. She has a passion for the mission-critical role that CS plays within organizations as a growth engine for their business and is dedicated to helping define this vision and strategy for others.
Prior to Gainsight, Kellie has spent her career in customer-facing roles spanning across sales, account management and customer success, with a background in HCM. She has found her forever home in customer success at the intersection of what she is energized by most - forging prosperous customer relationships and professional growth for teammates.
Kellie and her husband live in Austin, TX with their two daughters, ages 7 and 9.
Carlos Granda is the VP of Global Customer Success at Google Cloud, where he is building a rapidly growing team responsible for developing and implementing strategies for accelerating cloud adoption across global enterprise customers. Carlos joined Google Cloud in September 2019, bringing over 20 years of experience leading digital transformations for customers. Most recently, Carlos was VP of Global Customer Success at SAP, where he oversaw SAP Cloud Customer Success.
Prior to SAP, he served as VP of Customer Success at Salesforce, where he led a team of more than 2,500 consultants, technical consultants, trainers, and customer success managers. Carlos has also held similar customer-facing leadership roles at VMware and BMC Software —where he helped organizations unlock the value of disruptive technologies; some of these customers managed IT budgets ranging from $250 million to more than $2 billion.
Carlos was the executive sponsor and founder of Business Women’s Network Cloud Services, which strives to connect current and future female leaders from cloud services roles to build meaningful relationships, expand leadership capabilities, and share best practices. In 2019, he was named to Hispanic IT Executive Council’s (HITEC) “100 most influential and notable Hispanic professionals” list for the technology industry. Carlos lives in Southern California with his wife, two sons, and their golden-doodle named Rocky.
Susan deCathelineau, MS, is the Senior Vice President and Chief Customer Success Officer at Hyland. With more than 20 years of experience in healthcare, technology and operations, Susan brings expertise and leadership in areas including customer experience, strategic product development, campaign management, and solution design and implementation. In her role, Susan leads the next evolution of Hyland’s Customer Success Department, focused on helping customers gain long‐term competitive advantages by leveraging the breadth and depth of their technology investment. Channeling the voice of the customer, Susan leads Customer Success strategies, aligning customer experience, delivery and innovation, building a customer listening path to seek input and implementing actions that support customers’ growth.
Prior to her promotion, deCathelineau led Hyland Healthcare as Senior Vice President of Global Healthcare Sales and Services. Throughout her 14‐year tenure at Hyland, deCathelineau prioritized providing remarkable customer experiences, and became a true advocate for customers while supporting tremendous growth within Hyland Healthcare’s industry practice. Implementing a strategic vision, Susan’s established programs to ensure Hyland Healthcare solutions and services earned customer loyalty and delivered operational excellence. Before joining Hyland in 2006, Susan held senior positions across different healthcare provider, consulting and technology organizations, cultivating a well‐rounded perspective on the healthcare industry.
Mark has more than 25 years of experience in Corporate Performance Management (CPM). He has experience from all sides of the CPM software journey – as a CPM customer; also managing pre-sales & professional services teams for software organizations; and serving as Grant Thornton, LLP’s CPM practice National Managing Partner. The confluence of these collective experiences drives Mark’s Customer Success thinking and approach. As Vice President of Customer Success at OneStream Software, Mark is dedicated to helping organizations optimize their financial operations by maximizing the value the OneStream CPM platform provides.
OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream unleashes the power of finance and operations by unifying Corporate Performance Management processes such as planning, financial close & consolidation, reporting and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support Extended Planning and Analysis (xP&A) for faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization.
Mark holds degrees in Finance and Economics with Minors in Accounting and Business Management from Baker University where he attended on a soccer scholarship. He also has certifications in Executive Conversations as Manager Coach, Demo2Win & Execute2Win, Sandler Sales Training and has been a Senn Delany Unfrozen facilitator. In the past Mark has served as an Executive Board Member for the University of Kansas business school academic advisory board, the YouthFront – Over the Edge Sponsorship Committee Chair, and as an information and technology advisor to the National Center for Fathering and the United Way of Kansas City.
Some interesting facts: Mark lives in suburban Kansas City with his wife Tania, his two kids, Amelia and Tate, and their two rescued dogs (Nala and Zena). Mark enjoys snow skiing and generally being in the mountains with his family & friends, and still plays soccer, although at a much slower pace.
As the CCO, Roberto leads Qlik’s global customer engagement team, creating transformative experiences to ensure customers and partners alike are successful with Qlik solutions from sale to renewal.
By continuously measuring and driving adoption, Roberto’s team ensure customers realize continuous and quantifiable business value. His worldwide team includes Education Services, Customer Service, Global Support, Consulting Services and Customer Success Management.
Most recently, Roberto was VP, Customer Success Services, Autodesk, responsible for leading a global services organization of 650+ professionals. There he managed the Enterprise and Cloud Success and Service delivery teams, substantially increasing adoption year-on-year and driving long-term account retention and growth. Roberto is known for building highly skilled global teams supported by well-defined processes and systems to enable scalable execution of global service delivery and customer success organizations. Roberto holds Diploma of Electronic/Electrotechnics Engineering and as a board member of TSIA (Technology Service Industry Associations) is a frequent speaker on Customer Success best practices.
Brent Cogswell is the Head of Customer Success for Schneider Electric leading the global transformation to define and implement a growing Customer Success practice supporting all recurring revenue. Schneider Electric a multinational company providing energy and automation digital solutions for efficiency and sustainability. Since recurring services are expected to grow twice faster than the rest of the group Customer Success is critical to support this.
Previously Brent was VP of Customer Care for NAM where he led the transformation to drive revenue and efficiencies by leveraging digital and low cost locations. He brings 25+ years of leadership experience. With roles in regional support, direct account management, global process, Customer Care, and finally Customer Success. He has led global organizations of 600+ employees, he has developed proven leadership and people development skills, international experience and accumulated many examples of global, operational and customer success.
Brent lives in Rhode Island and is based out of Boston, MA USA. He is married with three grown children. Passions outside of work are boating, skiing and hiking
Mindy Cunningham, a seasoned and accomplished professional services executive with a passion for customer success, is Vice President, Legal Professional Services for Thomson Reuters (TR). In this capacity, Mindy has responsibility for the global strategic direction, operations, and delivery of functional and technical consulting services that enable the implementation and adoption of TR’s Legal business management solutions.
Mindy previously held the position of VP, Customer Success for Ellucian, a market leader in higher education technology solutions, where she was responsible for delivering customer success services to more than 3,000 colleges and universities globally. Prior to joining Ellucian, Mindy was the Vice President of Enterprise Support Services worldwide for Citrix. Mindy has held previous leadership positions in large global companies, including RGP and Unisys, and was a Partner at BearingPoint & KPMG Consulting focused on designing, delivering and supporting enterprise-wide business and technology transformation solutions. Mindy spent the early part of her career as a Certified Public Accountant with EY and holds a degree in Accounting from American University.
Mindy serves as a member of the Technology Services Industry Association (TSIA) Customer Success Advisory Board since 2019. She and her husband reside in Fort Lauderdale, Florida with their two Boston terriers and are the proud parents of four adult daughters. Mindy enjoys spending time with her family, traveling the globe and practicing hot yoga.
Abhay Rajaram is Wrike's Chief Customer Officer. Abhay has a passion for building great businesses and delivering memorable customer outcomes. Prior to Wrike, he headed up all post-sales services at Hearsay, a SaaS digital marketing platform for global financial services organizations. Previously, Abhay built the customer success organization at YouSendIt / Hightail from the ground up. He also managed product operations, strategy, pricing, and training for Cisco's security business, and held product, marketing, and engineering management positions at IronPort Systems, 3Com Corporation, and Wipro Technologies. Abhay holds an M.B.A. from the University of California, Berkeley, and a B.S. in Computer Science from the National Institute of Technology, India.
Since 25 years Dirk´s passion is to help customers being successful with software solutions and for this to implement learning innovations.
Dirk is as Area Vice President Education at BMC Software responsible for the customer and partner education strategy, development and delivery. He implemented and executed an education digitalization strategy in BMC and moved the face to face focused and transactional training and certification program into a 24/7 offer for blended training and certification with 50% subscription, increasing significantly revenue and margin.
Prior to BMC, Dirk held many different leadership roles in education services like running PTC University in EMEA, Alcatel-Lucent´s global education portfolio with 4000+ titles, or Genesys University globally.
Dirk has served in the TSIA Advisory Board before and still in the CEdMA US and EMEA Board of Trustees.
Dirk holds a Master in Psychology from Ludwig-Maximilians-University in Munich.
Rochana is the Director of Learning Services at Google Cloud, part of the Customer Experience leadership team, driving strategy to enable customers, partners, and employees to develop and advance their skills as they adopt cloud technologies. Her team's responsibilities include content development, delivery, operations, Learning technologies, and PnL management. Rochana has 25 years' experience in training Curriculum, Certifications, and Sales Enablement. Prior to joining Google Cloud in 2016, Rochana held various leadership positions in the Learning team at AWS and VMWare. She is a champion for diversity and inclusion and as part of the DEI council at Google Cloud drives various programs for increasing representation and creating diverse leadership teams. She lives in the Bay area with her husband and two daughters.
Bill Horzempa leads the Hewlett Packard Enterprise Educational Services Global Delivery team. In this role he is responsible for the worldwide delivery of HPE’s customer, partner and technical employee education curriculum. In addition Bill is responsible for developing the programs and tools to ensure HPE customers can find and take the training they need to stay current on HPE’s and industry emerging technology products and solutions.
Previously Bill was a founding member and the Chairman of the IT Certification Council, which works with individuals, employers and test sponsors to ensure that IT certifications confirm that certified individuals have the right skills to perform on the job.
Prior to joining HPE Bill held a number of senior positions within Compaq, Digital and General Motors, including leading Digital’s Americas pre-sales technical organization, Compaq’s field support technical centers and developing real time solutions in the automotive industry.
Bill has over 25 years of technical, education and leadership experience and holds a B.S. in Electrical Engineering, M.A. in Business and is a registered Professional Engineer in the states of Massachusetts and Michigan.
Danielle Campbell is the SVP, Global Enablement and Education at Infor. Previously she was with Adobe where she was the Head of Global Learning Strategy responsible for driving customer and partner product adoption strategy, training product development, GTM and technical readiness for the Adobe Experience Cloud business. Prior to her strategy role she led the Americas Education business. She has held various leadership roles in enablement and education including Vice President of Education Services at Plex, Sr. Director at Hortonworks and Red Hat where she led their global training business and was the Americas Education leader at Lawson Software and Business Objects-an SAP company, before that. She is a graduate of the University of Illinois at Urbana-Champaign and completed the 'The Women's Senior Leadership Program' at Kellogg School of Management at Northwestern University.
Jillian Alexander is the global VP of Learning Services at OpenText, responsible for the customer learning strategy, content and product development, training delivery and adoption services. With more than 20 years experience in strategic global roles at enterprise software companies, Jillian has broad executive expertise across sales & operations, service & SaaS delivery, product & content development, EdTech, go to market, and ecosystem enablement; customer, partner, employee and workforce strategy.
Prior to joining OpenText she held senior roles managing global learning organizations to develop and execute digital transformation, acquisition and integration, standardization, and continuous learning initiatives delivering scalable and high growth businesses for industry leaders including, Cognos as the Director of North American Education, IBM as the Global Education Business Unit Executive for IBM Analytics, Kinaxis as the Global VP of Knowledge Services, and most recently as the Chief Revenue Officer for LearnExperts.
Jillian holds a BA from Saint Mary’s University and an Applied Information Technology diploma from ITI in Halifax Nova Scotia and is a returning TSIA Education Services Board Member and long time Cedma member. In her spare time Jillian loves to travel, she has a Victorian home that serves as an ongoing renovation project and is an avid runner and fitness enthusiast.
Brian Fortney, Global Portfolio Lead for Rockwell Automation’s LifecycleIQ Services. He is responsible for the global strategy, portfolio of offerings, and business performance across Customer Training, Asset Management, and Pre-Engineered Support Products.
Over the course of his career in customer training, Brian has led high performing teams in transforming the traditional ILT business through the launch of the Distributor Choice program and moving the portfolio of content into the digital space culminating in the launch of the Learning+ content subscription.
Brian joined Rockwell Automation in 2012, serving in roles of increasing responsibility within the Services business. Prior to Rockwell Automation Mr. Fortney served in leadership roles in the advertising and publishing industry in Ohio and Las Vegas.
Brian is a graduate of The University of Mount Union with a degree in Business Administration & Baldwin Wallace University, where he earned an MBA.
Karl Reynolds is the Senior Director of Global Learning Services at Red Hat, where he is responsible for expanding the global community of skilled and enthusiastic users of Red Hat open-source technologies. Prior to Red Hat, Karl held many different leadership roles in education services at Business Objects (now part of SAP), PeopleSoft (now part of Oracle) and Lawson Software (now part of Infor). Karl is passionate at leading and growing the sales engine of an education services business. Throughout his career, he has also had the opportunity to take many innovative and very successful learning offerings to market. Karl received his degree from Virginia Tech. He and his family currently reside in Cary, North Carolina.
A 10-year veteran of salesforce, Amy is a strategic enablement executive who is passionate about delivering results for customers both internally and externally through Trailhead. Trailhead empowers students, job seekers, customers, partners and employees with the skills and knowledge to be successful through engaging, award-winning and press-recognized, high touch education programs. As Senior Vice President of Trailhead Go To Market, Amy is responsible for leading the global education services and product P&L organization including sales, operations and delivery of learning experiences, events and solutions worldwide. Her organization has been honored as ‘Best Use of Blended Learning’ by Brandon Hall and listed in the Top 10 of the 'Learning 100' from eLearning magazine.
Amy's career at salesforce has also included product marketing for the Partner Relationship Management (PRM) product, she has led global sales enablement programs, served as the high tech industry expert and she created the first ever Executive Briefing Center Program (EBC) for salesforce. Amy led the EBC team to be recognized broadly in the industry and internally as a strategic sales program. She led the design and launch of the new briefing center space in San Francisco's Landmark Building and opened briefing spaces in Chicago, New York, London, Paris and Tokyo as well as the created the executive briefing center experience for the company's annual Dreamforce conference.
Before Salesforce, Amy held various roles in tech including product management, marketing, implementation & training for cloud companies in the channel management and human capital management markets.
Amy has been a frequent speaker at Dreamforce as well as at sales kick-off's and industry events. She is an active member of the Salesforce Women's Network and was a leader of the philanthropic committee focusing on programs that help develop job skills for those returning to work and for organizations that support the health and success of women and children and is also an Executive Advisor of Faithforce, an internal group focused on diversity and explorations of different faiths and traditions. She has been nominated in several Salesforce leadership development programs, and she is an active coach/mentor for employees in her organization and across Salesforce. She and her team have recently 'adopted' Galileo High School in San Francisco to help drive STEM education.
Amy has a B.A. from Denison University and lives in the San Francisco Bay Area with her husband and 12 year old boy/girl twins.
Catherine (Cat) Lang is responsible for making sure that the people who architect, implement, administer, and use ServiceNow solutions have the proven skills and knowledge they need to be wildly successful. Cat looks after Training, Certification, and Partner Enablement for ServiceNow’s customers and partners and, in that role, brings content, programs, and career development support to everyone who is or aspires to be part of the ServiceNow ecosystem.
Prior to joining ServiceNow in late 2017, Cat was Chief Learning Officer and Change Management Practice Owner at Appirio (a Wipro Company) where, at times, she was also CHRO, Head of Product Strategy and Development, and Community lead. In previous lives, Cat was head of Google Enterprise University and, prior to that Vice President of Training and Certification at Salesforce. Cat holds an Ed.D. in Organizational Change and Leadership from the University of Southern California and Bachelor’s degree from Harvard University.
Beat Neuhaus is Vice President of Learning Services at Siemens Digital Industries Software. Siemens Digital Industries Xcelerator portfolio offers its customers the most comprehensive, flexible and open digital twin for them to design, realize and optimize their products and production. Beat and his team have established an innovative learning portfolio that enable users, implementors and developers to realize value from the digital twin and Xcelerator digital twin solutions. These solutions are brought to market through the Xcelerator Academy where learners can access learning events, learning journeys, certifications, performance support and learning memberships. Beat is a Learning Services leader with a strong belief in the value that customers can realize from a comprehensive digital twin. During his more than 20 years at Siemens, Beat has held various international services leadership positions. Beat holds a degree in Mechanical Engineering and prior to joining Siemens, he led product development teams and was teaching product development at the University of Applied Sciences in Fribourg, Switzerland.
Jan is the global head of digital learning solutions and product knowledge portfolio at SAP. Jan has a track record of managing large, global organizations and budgets, developing and executing transformation strategies and has lead acquisitions on behalf of SAP. He has lived and worked in locations like Germany, UK, India, Sweden, France, and the US.
In Jan’s 20+ years of business software experience knowledge transfer and learning has been the red thread. In recent years, Jan has been leading SAP’s transformation to digital learning. Today, SAP has over 1m learners learning digitally.
Previously, Jan has held various global management roles amongst others in consulting for CapGemini and Accenture and in product management, business development, and education services for SAP. Jan has developed a knowledge management program in partnership with INSEAD in Paris, France.
Jan holds a Masters degree from Group Ecole Supérieur de Commerce (Marseille, France) and a BA Hons in Business Administration and International Management, from the Hochschule fuer Wirtschaft, Department of Economics (Bremen, Germany). He has also passed the SAP Strategic Management Program delivered by INSEAD, LBS and Wharton as well as the Finance and Accounting program for non-financial Executives delivered by Stanford BS. Jan speaks German, English, French and Swedish.
Ashlie joined Cisco as the Vice President of the Global Services Logistics and Operations team in January 2021. She is responsible for service parts planning, distribution, fulfillment, returns, repair, asset recovery, and field service management for Cisco’s 1400+ distribution depots globally. Prior to Cisco, Ashlie led various Supply Chain functions at Dell Technologies, where she most recently Vice President Procurement for the Server business. She is based in Austin, Texas, and holds an MBA from UCLA.
Bob Feiner joined Dell Technologies in 1999 and serves as Senior Vice President of Dell Technologies Global Deployment and Partner Services. He leads a global organization that supports Dell Technologies’ customers in more than 140 countries. His team of nearly 4,000 provides services to customers around the world throughout their life cycle including configuration services, installations and deployments, managed services, education services, on-site support, and asset resale and recycling. As the leader of Dell Technologies Global Deployment and Partner Services organization, he is responsible for managing a $1B business.
Bob is also the global co-chair for True Ability. True Ability is Dell’s Employee Resource Group for team members impacted by special needs and/or disabilities. In 2015, Bob was recognized as the Springboard Consulting North America Disability Champion of the Year.
His prior experiences at Dell Technologies include leading various field services teams, managing technical support centers, and building the first of what would become six global service command centers.
Prior to Dell, Bob was a management consultant in Ernst & Young’s supply chain management practice. He also held a variety of roles in the energy industry. Bob has a Master of Business Administration degree from the University of Texas–Austin, 1997 and has a Bachelor of Science in Mechanical Engineering from Tulane University, 1991.
Chase Andrews serves as Vice President of Global Field Operations for the Service Division of Diebold Nixdorf. He is responsible for field service delivery, operational support functions, service logistics, installation services and continuously improving the customer service experience. Over the past decade at Diebold Nixdorf, Chase has served in several engineering, quality and large account management roles, in both the U.S. and Europe. Prior to joining DN, Chase spent over 10 years in the semiconductor and contract manufacturing industry in engineering, manufacturing and operations roles.
Mark Coward is the Vice President of Global Service operations for Elekta and based in the United Kingdom. Responsible for Elekta Global Service Operations, developing & implementing service strategy and initiatives for improved service business profitability and successful customer outcomes. The service portfolio in Elekta covers field service, customer support and support centres, education and training, as well as the predictive and remote support.
Mark has extensive service experience within Healthcare, Semiconductors and communication sectors, driving change and best practice. Prior to joining Elekta in 2007 Mark worked for US based, Applied Materials, holding various positions within manufacturing, Service and Key account management, working closely with large blue chip customers and including multiple international assignments in the US, Europe and across Asia.
Elekta is a leading innovator of equipment and software used to improve, prolong and save the lives of people with cancer and brain disorders. The treatment solutions and oncology informatics portfolios are designed to enhance the delivery of radiation therapy, radiosurgery and brachytherapy, and to drive cost efficiency in clinical workflows. Elekta employs over 4000 people around the world. Headquartered in Stockholm, Sweden, Elekta is listed on NASDAQ Stockholm.
Drew is Head of Service Industrialization at Endress+Hauser, a part of Corporate Service Excellence which supports the Global Service Operations consisting of over 50 Service & Sales Centers globally. Since 2017, he has led the Global Service Digital Transformation within the scope of his role. Drew is responsible for the Global Service Delivery System which provides the processes and associated IT to deliver Support, Field, Workshop, Managed and Optimization Services.
Prior to Endress+Hauser Drew spent 20+ years with operational roles within Tier 1 Automotive Suppliers, including plant General Management, in Canada and the US.
Drew is based in Lörrach, Germany, has three children and holds a Bachelors in Industrial Engineering from Ryerson University in Toronto, Canada.
Subba Krishnan leads North & Latin America Field & Delivery within Customer Support for HP Inc. He sets the strategic vision and executes to achieve benchmark results in customer loyalty, margins, and account growth, by inspiring people to achieve meaningful innovation and engagement.
Currently, under his leadership, a skillful team (1200+ and several partners) provides services to over 30+ million install base, 100+ key accounts, and channel partners throughout their lifecycle including Field, Managed & Professional Services across Onsite support, Installs & Deployment, Account and, Program management, Configuration services and host of custom services achieving successful customer success, people engagement & business results.
Since joining HP in 2003, he has led several management roles such as establishing Global delivery contact centers in India & Costa Rica, executing innovative changes in supply chain & repair operations across the Americas, and setting up and leading services category & channel management organization to drive multi-year strategy driving TSIA’s LAER model enabling order to revenue growth, enhance customer loyalty and achieve category-level business growth.
Subba’s career spanning over 25+ years in customer support, he has established and led large global contact centers for Dell and other third-party providers. He built his foundation in Sales, Marketing & Client management during his early years.
Subba is originally from India with a Business degree, in his journey with HP he moved to Costa Rica in 2005, and then to the USA in 2008. He currently resides in Atlanta, GA, and in his spare time, he enjoys spending time with his family raising two kids, traveling, reading, cooking, and volunteering.
Scott MacPhee is the Vice President of the HPE Pointnext Services Global Field Delivery organization. The services account management and delivery arm of HPE Pointnext Services, we deliver to our customer commitments around the world as their trusted advisor and partner throughout the services lifecycle - from advisory, transformational and operational services. This team, with its breadth and depth of skills and talents, helps Hewlett Packard Enterprise customers achieve business success at the highest levels of customer satisfaction.
Scott joined HP in 1995 as part of the Convex Computer Corporation acquisition, and with more than 30 years in the industry has held positions in manufacturing, field delivery, remote support, customer escalations, product development and quality.
Based in Frisco, TX, Scott is married with two sons and is active with the youth programs at his church. Scott holds a B.S. in Computer Science and Engineering Management from Texas A&M University in College Station, Texas.
Keith Stanback is the vice president of North America systems support services for Oracle Corporation. He is responsible for over 1,100 hardware field service delivery employees and oversees Oracle's Premier Support customer base. He has been in the computer industry for over 30 years and has over 26 years of management experience.
Prior to joining Oracle, Stanback held senior leadership roles at Sun Microsystems, including senior director for the Western and Southern Areas in the United States. He managed Sun's support services business for four different vertical markets. As a senior leader for Sun, Stanback established a reputation of driving revenue and shareholder value while improving Sun's overall customer satisfaction and loyalty.
In 2002, Stanback accepted a two year international assignment in Asia Pacific as the managing director of Sun support services for Australia and New Zealand. Under his leadership the support services business achieved very strong operational performance, record service revenues and record maintenance contract penetration rates. Prior to moving to Sydney, Stanback was director for strategic account services in the United States, where he helped develop, market, and manage the newly enhanced service delivery model that was specifically designed for Sun's top customers around the globe.
Earlier in his career, Stanback held several key senior management roles at Wang Laboratories and Delta Data Systems. As a leader in the Federal Systems Divisions of both companies, he played a big role in winning and managing several multimillion dollar US Federal Government service contracts.
Scott Schronce serves as the Senior Vice President of Global Services for the Sending Technology Solutions business unit at Pitney Bowes. His responsibilities include oversite of global professional services, field service, and support services delivery to clients in the North American, European, and Asia Pacific regions. His teams deliver a variety of web, remote, and onsite services to clients in support of Pitney Bowes hardware, software, and SaaS product lines. The team collaborates and integrates cross-functionally with Sales, Marketing, Engineering, and Product Management to plan and deliver Pitney Bowes business objectives, with a focus on outstanding client service experience.
Scott has over 25+ years’ experience in the services industry with exposure and expertise in professional services delivery, field installation and repair, technical call center support, web support, and operations management. Prior to joining Pitney Bowes, Scott held positions at Qualcomm and Aon Consulting in commercial off-the-shelf software development and delivery practices. His early on engineering roles combined with direct voice of client and service linkages laid the foundational elements of his strategic and tactical service operations planning and execution today.
Scott holds a Bachelor of Science degree in Computer Science from North Carolina State University, Raleigh, North Carolina, USA. Additionally, he holds industry certifications and training in Agile Methodologies, Software Development, Business Analysis, Six Sigma, Process Management, and Project Management. In addition to serving on the field services advisory board for TSIA, Scott is involved in additional professional organizations including the Project Management Institute (PMI), the International Institute of Business Analysis (IIBA), and Scrum Alliance.
Scott is a North Carolina native and resides near Charlotte, NC with his wife Rebecca.
John is the Vice President of the Global Service Business Platform Strategy organization. He is responsible for service delivery transformation programs to improve
customer experience and operational productivity.
John has worked in many functional areas within Xerox for more than 30 years, including manufacturing, service delivery, Lean Six Sigma deployment, managed services offering development, remote contact center management, and service delivery strategy.
John attended the University of Iowa as an undergraduate and received an MBA from the University of Chicago, Booth School of Business. John is located in Rochester, New York.
Kevin Lowitz is the Vice President, Global Services and Support, a business support function with 2,000+ colleagues globally focused on enabling customer success for the products and services within the Genetic Sciences and Life Sciences & Laboratory Products Groups at Thermo Fisher Scientific.
Kevin has more than 25 years of experience in the life sciences industry across multiple applications and technologies serving customers in research, applied and clinical markets. He has held various roles spanning research & development, field applications support, sales, product management, global marketing, regional service & support, and general management. Prior to joining Thermo Fisher Scientific, he was part of Life Technologies, Invitrogen, GE Healthcare, Amersham Biosciences, and Arena Pharmaceuticals.
Kevin is currently based in Carlsbad CA.
Dan Fechalos joined Burroughs as Chief Operating Officer in December of 2019.
Before joining Burroughs, Dan held various leadership positions at Convergint Technologies, NCR, and Diebold Nixdorf, where he successfully led dynamic and complex teams across the U.S. and Canada. His extensive experience in building and leading teams in the areas of program management, field operations, and service infrastructure—as well as managing national account relationships and sales leadership—is key to Burroughs’ operational transformation initiatives. Dan has a proven track record in the development and execution of business growth and continuous improvement initiatives aimed at expanding market presence, improving service, promoting customer relationships, and increasing revenue.
Dan holds a master’s degree from North Central College and a B.S. from Southern Illinois University.
Janna Steinman is Vice President of Enterprise Solution Services at CompuCom where she’s held varying roles in pre-sales solutions support for 10 years. Her global team is responsible for developing managed services solutions with a focus on digital dexterity and enhancing the end user experience. Her team is also responsible for proposal production, competitive, account and pricing intelligence. She has a passion for leading services solution teams focused on new business sales pursuits and strategic deals with a strong focus on value propositions and positive business outcomes.
Prior to joining CompuCom, Janna spent 12 years at Unisys Corporation also focused on the IT Outsourcing market.
Janna received her B.A. in Political Science and Spanish and an M.P.A, both from Rutgers University. Janna and her husband have recently relocated to North Carolina from New Jersey.
As the vice president of the professional and managed services divisions, Marty provides leadership to Compugen's national team of consultants, business analysts and professional problem solvers, and helps customers make sure their IT environments are helping their businesses perform better than they expect.
Marty joined Compugen in 1997 as a professional services consultant and has since held a variety of service leadership positions before becoming a member of the executive team in 2011.
Marty has been an active member of Technology Services Industry Association since 2008, and participates in the Innovation Value Institute to develop best practices for IT. He holds a Bachelor of Commerce degree from the University of Alberta. Amongst his many passions outside of work are a love of world travel and unwavering support for the Edmonton Oilers.
Peter Lacoste leads the Managed Cloud Technology Enablement Services business. In his new role, he is responsible for building a new Cloud Services organization focused on defining and driving the evolution of the Managed Cloud Services technology strategy in support of Dell’s cloud journey and building the technology platform.
Prior to his current role, he led the Dell Technologies Managed Services business. He was responsible for setting the strategy, driving execution and creating best practices for the Dell Technologies Managed Services team.
Through his leadership he enables Dell Technologies’ customers to realize business value by providing them with a choice of flexible consumption models and by delivering cutting edge innovative multi-cloud Cloud and Dell Technology IT solutions.
Since joining EMC in 1997, Peter has held multiple senior leadership roles in EMC, including leading the Asia Pacific/Japan (APJ) organization where he had responsibility for EMC’s Professional Services, Presales, Consulting and Support services teams.
Peter was also responsible for building out the Virtustream1 services business providing mission critical application services on multi-tenant enterprise cloud and Private cloud solution.
Peter is based at Dell Technologies headquarters in Hopkinton, MA. He holds a Master’s degree in Technology Management from the University of Queensland, Australia. Peter is also a foundation member of the TSIA Managed Services Board.
Note: 1. Virtustream, a Dell Technologies Business, is the enterprise-class cloud service and software provider trusted
Thomas Karakalos serves as the Vice President of Managed Services (EMEA) at Diebold Nixdorf, leading growth in sales. Since joining the company in 2015 he has held key leadership roles in Managed Services across APAC and Services Presales Globally. Always striving for continued personal growth, during 2019 and 2020 he took on the role of Chief of Staff based in Atlanta, which he attests to as an incredible learning experience working closely with Diebold Nixdorf’s CEO.
In his 20+ years of strategic outsourcing and managed services experience, Thomas has worked across many geographic locations, cultures and markets. From Asia, to North America, and now Europe. With a keen entrepreneurial spirit, prior to joining Diebold Nixdorf, he co-founded and ran an enterprise services and data analytics organization in Australia, introducing new technologies into the market and partnering with Multinational Enterprise Technology companies. During the late 2000’s at Netapp in Silicon Valley, he was globally responsible for the Services Engagement and Project Management Practice, helping to enhance overall maturity. Earlier in his career he spent 10 years with IBM Global Services, advancing through various project management, services sales and leadership roles as a member of the Strategic Outsourcing and Integrated Technology Services Division.
Born and raised in Australia, he earned his Bachelor degree in Computer Science, Mathematics and Electronics at La Trobe University in Melbourne. He is an internationally recognized and certified Taekwon-Do instructor, and throughout his corporate life has taken great satisfaction in helping the next generation understand the principles of Integrity, Self-Control, Perseverance and Indomitable Spirit through martial arts. With a proud moment coming in 2010 when as an Australian National Coach at the 2010 World Taekwon-Do championships in Korea his students walked away with the Gold medal.
Charlotte Baker co-founded Digital Hands, a cybersecurity company recognized as an award-winning pioneer in managed security services with 100% US-based delivery supporting enterprise clients. Under Baker's leadership, Digital Hands gained national recognition as a five-time Star Award Winner with the Technology Services Industry Association (TSIA) for Innovation in the Delivery of Managed Services, Complex Application Support, Customer Commitment, Integrated Services Excellence, and Innovation in Leveraging Analytics for Service Excellence. Digital Hands received the TSIA Star Award Hall of Fame for Lifetime Achievement for Outstanding Service. Baker has been the recipient of numerous personal accolades over the years. Tampa Bay Tech named her the “2021 Tech Leader of the Year”. She was named one of the Gulf Coast Business Review's "50 Most Powerful People on the Gulf Coast", awarded the "Lifetime Achievement Award" from eWomenNetwork, recognized by CEO Magazine with the "CEO of the Year" distinction, named Tampa Bay Business Journal's "Business Woman of the Year – Technology" and has been honored to be included in Florida Trend’s 2018, 2019, 2020 and 2021 "Florida's Most Influential Business Leaders." Baker is a frequent guest speaker on building entrepreneurial companies, advocating women in technology, and new services development in the cybersecurity industry. Baker is the incoming Chairman of the University of Tampa's Board of Trustees for 2022-2023, serves as the current Chairman of the Board for the Tampa Bay Wave and is on the advisory board for TSIA's Managed Services discipline. She has held various board and officer positions for WIPP (Women Impacting Public Policy), the Tampa Bay Technology Forum, and is a member of the Society of International Business Fellows (SIBF.org). Baker earned a Master of Business Administration degree from Darden and a Bachelor of Science degree in Commerce with dual concentrations in Management Information Systems and Marketing from the University of Virginia's McIntire School of Commerce.
James “Mac” McAnally is the Vice President of the Adaptive Management Services for HPE Pointnext Services.
Mac started with HPE in 1985 as a bench repair engineer and has held many services roles across delivery and sales. Most recently, Mac led the IoT and Edge Delivery Organization before taking over the AMS business globally.
Previously, Mac led the Global Solution Center, Engineering Resolution, and the Americas Field Delivery organizations. He also led the start-up of the Costa Rica Solution Center.
Earlier in his career, Mac managed the Americas Value Solution Center, the Mission Critical Solution Center, and the TS Account Management Program. In addition, he started and managed the Field Support Engineering team and spent two years on-site as a Major Account Support Manager. He has also held various positions in Project Management, Production Engineering, and technicals roles in the support center.
Mac resides in the Atlanta area and enjoys spending quality time with his family and friends in outdoor activities including motorcycling, hiking, and water sports.
Jonathan Nikols joined HP in 2016 as the Global VP of Device as a Service helping to transform the Personal Systems Services business into a contractual framework. Jonathan currently serves as the Global VP of PS Services Category and GTM Strategy. In this role, Jonathan leads the global go to market strategy and is wholly accountable for the Personal Systems Services performance.
Jonathan has also held prior leadership positions at leading High-Tech companies such as Polycom where he most recently served as Global VP & GM, Managed and Professional Services. In this role, Jonathan was chartered with shifting Polycom from a transactional model to “Polycom as a Service”. Prior to Polycom, Jonathan led Global Service Solution Sales organizations at NCR concentrating on the Retail, Financial Services and High-Tech industries. Jonathan has also held various management positions at HP, Avaya, and AT&T.
In addition, Jonathan serves on the Technology Services Industry Association (TSIA) “XaaS” Everything as a Service Advisory Board and the Ecosystems Value Creation Advisory Board which influences leaders from all areas of technology focused exclusively on Services innovation and value driven principles.
Jonathan and his wife have four children and enjoy mentoring youth through sports, traveling with his family and engaging in community service through various organizations.
Eric Aslaksen serves as CTO for iVision, a leading technology services provider headquartered in Atlanta, Georgia. Eric joined iVision in 2008 bringing with him over two decades of Enterprise Infrastructure Architecture and design experience. He has had the opportunity to develop several areas of the business which has allowed him to contribute to the year after year growth at iVision.
As CTO, Eric provides engineering leadership across all technology practices. He is responsible for several lines of business within iVision to include Managed Services, Cloud, and Security.
Eric has spent the last 20 years of his IT career working for enterprise-sized companies including AT&T, BellSouth, SunTrust, and Capgemini. This experience has allowed Eric to understand the requirement for security, standardized process, policy, and procedure needed to lead iVision engineering teams and provide practical application of technologies that future-proof our clients’ infrastructures. Eric has been awarded multiple patents for software development and product innovation.
Eric is an Air Force veteran that served overseas during the Gulf War. His military background has provided him with discipline and responsibility mechanisms that have helped shape his career over the past 20 years.
Senior Executive with a proven leadership track record of over 25 years in successfully managing regional & global ICT business operations. Dilip is currently EVP for Services transformation with NTT Ltd, where he is responsible for profitable growth & operational transformation of NTT’s top-performing services portfolios with Fortune 500 clients.
Over the years Dilip has successfully led large scale business transformations, operational transformation, and portfolio innovation by establishing clarity of vision & strategy to operate and land impact in fast-growing markets. Dilip’s exposure spans across enterprise clients, leading technology vendors, multiple geographies, cultures, and contexts with substantial insights into clients and industry.
Jonathan Piles is the Global Director of Cloud Applications Services at Siemens Industry Software where his team is responsible for operations, certifications and product onboarding of the Siemens Industry Software suite of PLM Products onto their cloud platform. Jon is focused on bringing to market, cloud managed services to globally in a common framework and approach allowing Siemens customers to maximize value and satisfaction of their Siemens products.
Jon joined Siemens in 2004 as a professional services consultant and has held a progression of service positions before helping start up the Cloud Managed Services team in 2017. He was responsible for initial messaging, packaging and pricing of the offerings that have now been rolled out and widely accepted to not only small customers but also large enterprise global customers.
Jon resides in Allen, Texas (North Dallas) and enjoys spending quality time with his family as well as being very active in the local youth sports organization that provides over 12 sports for children in the community to compete in throughout the year.
Charlie Phillips is Senior Vice President of Akamai’s Global Services and Support organization. In this role, he is responsible for Professional Services, Customer Support, Account Management, and Services Product Management. He reports to Mani Sundaram.
Phillips joined Akamai’s Professional Services team in 2008, overseeing work at some of the largest Media customers in the world. He helped evolve the Professional Services organization in a variety of roles over the next seven years, managing different functional teams across industries and geographies. He focused the organization on providing world-class, differentiated service for Akamai’s customers. He then took over responsibility for Akamai’s Customer Support organization, transforming it over a three-year period to provide support more efficiently and improve the customer’s support experience.
Phillips started his career at Accenture (formerly known as Andersen Consulting), spending eight years in consulting and management roles in the healthcare and Insurance industries. He has also worked in multiple technology start-ups in consulting and product development management roles.
He holds a Bachelor of Arts degree in Economics from the College of the Holy Cross in Worcester.
Coming from SAP, Chris brings 15 years’ experience in handling large enterprise customers, thought leadership in business transformations, cloud, experience management and sustainable business practices. He also helped SAP in creating a cloud culture mindset, business model, and organizational changes to succeed in the cloud. These changes resulted in significant gains in CSAT, renewals, incremental cloud subscription revenues and customers achieving their business outcomes.
Chris has held key leadership roles in Product and Software Development, Innovation, Services, Engineering and Customer Success.
Chris is currently the Global Head of Customer Success at Blackbaud covering Success / Services / Technology / Support and Customer Success Operations. He is transforming the customer experience and driving value-based outcomes for our 30,000 + Customers.
He served on the Board of Advisors at Technology & Services Industry Association (TSIA) and currently at CSM Practice. Chris is a social media influencer and regular guest speaker on customer success, innovation, and value-based technology trends. He was selected as a top 100 Customer Success Strategists and by Churn Zero as 10 Customer Success Leaders to Watch in 2022. He is often a keynote speaker at various global events such as The Customer Conference, TSIA, SAPPHIRE NOW, ASUG Annual Conference.
Chris is an avid cricketer and ice hockey player. He also enjoys creative writing and helping the world to be a better place.
Michele Riley is the vice president of professional and managed services for Diebold Nixdorf. She is responsible for the implementation, operations, and management of all services in the U.S. Riley joined Diebold in 2007 and headed up the professional services division for national accounts.
Prior to joining Diebold, she worked at a major telecommunications company leading the development, engineering, and program management of the network infrastructure and management systems.
She holds a BS in mathematics and statistics from Radford University and an MS in statistics from Virginia Polytechnic Institute and State University.
Kristina Nieves is the Vice President of Professional Services at Greenhouse, the software company with a mission to help companies deliver measurable hiring results so they can build, grow and hire for what's next. As a founding member of the Professional Services organization, she is responsible for the strategy, services engineering, financial growth, and delivery of services focused on solution design, technical consulting, data migration, and implementation services. Kristina also leads an engineering team responsible for an enterprise integration platform enabling data integration across the Greenhouse partner ecosystem.
Kristina has worked as a technology services industry professional for over two decades building and leading services teams to address complex business challenges. Prior to joining Greenhouse, Kristina led the Professional Services organization for Genetec, a global technology provider of business intelligence, unified physical security, public safety, and operations. Kristina also worked within IBM Global Technology Services leading public sector transformation through the Smarter Cities division.
Kristina is a graduate of New York University, Tandon School of Engineering in Brooklyn, NY. She has a Bachelor of Science in Computer Science and has been a certified Project Management Professional (PMP) since 2003.
Scott Cravotta is the Executive Vice President of Professional Services at Genesys. He is responsible for guiding customers in maximizing the value and impact of their customer experience platform through our highly engaged and talented professional services team.
Scott has more than 20 years of experience in leading service teams that deliver true business outcomes and world class solutions to customers around the world. Previously, Scott was Senior Vice President, Global Professional Services at OpenText where he led a team of 2,200 Enterprise Software and Cloud professionals. Open Text acquired GXS, the global leader of B2B integration, where Scott was Senior Vice President and led 1,200 service professionals delivering B2B Managed Service in the Cloud.
Prior to GXS, Scott was Vice President and General Manager at Automatic Data Processing (ADP), one of the world’s largest providers of business outsourcing solutions. He spent over 13 years at ADP in various leadership roles in Professional Services as well as Product Development.
Rohit Dixit is Senior Vice President & General Manager Advisory & Professional Services for HPE Pointnext Services. HPE Pointnext Services is a leader in infrastructure optimization and partner ecosystems to simplify IT lifecycles and accelerate digital innovation.
Together with his team of experienced, multi-discipline IT experts and consultants, Rohit centers his efforts on addressing customer challenges as a strategic advisor, offering advisory & professional services to help companies with their digital transformation journeys.
Rohit Dixit is a seasoned technology executive with multiple years of experience across many countries. In his previous roles, he was Vice President & General Manager for HPE’s services business in North America, led Consulting across the Asia Pacific and Japan region (APJ), and was VP, Sales Strategy and Operations for HP’s Enterprise Business in APJ where he was responsible for developing and refining strategic plans for the region, with a particular focus on profitable growth and accelerating growth in the key markets. Rohit also served as COO for HP Enterprise Services (ES) and as Interim General Manager for ES APJ.
Rohit Dixit started his career at HP as part of the Corporate Strategy team and was HP’s Vice President of Corporate Strategy, based in the company’s Palo Alto headquarters. Prior to joining HP, Rohit Dixit was at A.T. Kearney providing consulting and advisory services to Fortune 500 companies.
Rohit Dixit holds an MBA from the University of Michigan in Ann Arbor and a Computer Engineering degree from University of Pune, India.
Lee Palmer is the Executive Vice President of Infor’s Americas Professional Services organization. Lee’s responsibilities include delivering exceptional customer outcomes by harnessing industry expertise with a prescriptive delivery method while creating a learning environment for his team. He joined Infor in 2018 to lead the Americas strategic accounts.
Prior to Infor, Lee was the Senior Vice President and Americas Go to Market Leader at Hitachi Consulting. He spent 19 years there, responsible for the business development operating model with a focal on talent attraction and retention, new market penetration strategies, channel optimization, customer expansion, and demand generation.
Lee started his career at Andersen Consulting before it became known as Accenture, where he spent four years focused on system integration and process improvement. He also spent time at Grant Thornton, leading large client pursuits, taking on account leadership responsibility and growing organic sales capacity focused on manufacturing/distribution companies with an emphasis on supply chain excellence and customer-facing technologies and platforms.
Lee is a graduate of the University of North Texas and holds a Bachelor of Science degree in Industrial Engineering. He resides in Fort Worth, Texas.
Randy Mickey is the senior vice president of Informatica's Global Professional Services organization, which provides strategic and solution delivery services to maximize customer return from their enterprise cloud data management portfolio.
Randy joined Informatica in 2011 to lead the Master Data Management (MDM) practice globally. He also spent time in the Sales organization leading the MDM business segment before stepping into his current role.
Prior to Informatica, Randy held consulting and sales leadership positions at several software and consulting services organizations. Randy lives in Chicago, IL with his wife Jill and their three children. He holds a BS in Finance from Syracuse University.
An industry veteran and a leader in companies such as Mavenlink, Accenture, 170 Systems, and Kofax, Chris Scalia brings more than 25 years of expertise and best practices in professional services.
Currently, Chris is the senior vice president of professional services at Mavenlink, where he is responsible for leading the team and strategy to deliver Mavenlink products and services, enabling clients to become higher-performing businesses. His Client Experience organization is comprised of closely integrated Professional Services, Client Success, Support, and Training teams, responsible for driving successful outcomes across the entire client lifecycle.
Prior to Mavenlink, Chris was the senior vice president of implementation services at ACI Worldwide, a $1B payments software company, where he built the services strategy and led a global team of more than 600 employees and partners. He has also built the Customer Success and Strategic Partner organization for 170 Systems (acquired by Kofax, Inc.), and has been responsible for driving the strategy for Kofax’s (acquired by Lexmark) global Professional Services and Educational Services teams.
Chris received his Bachelor of Science degrees in Business Economics and Organizational Behavior and Management from Brown University.
As the Global Delivery Leader, Shally is responsible for creating and executing Salesforce Professional Services’ global delivery and talent strategies to support Salesforce’s rapidly growing business.
Her international team of 400+ people:
• Lead delivery innovation effort that support consistent delivery across the globe
• Support global talent development and growth
• Drive high quality delivery through robust delivery governance and continuous improvement
• Support the business' tremendous growth through global delivery centers
Ms. Stanley’s 25+ years of experience as a management consultant to Fortune 500 companies has focused on achieving better business outcomes using innovative information technologies and practices.
Prior to her current role, Shally served as the Managing Director of Global Consulting Services and Solutions at Acumen Solutions for 15 years. She served as the Chief Technology Officer of Greenwich Technology Partners. Before that, Shally cofounded NetGain LLC ‐ a highly successful network consulting business which grew to over $5 million in revenue within three years. Shally began her career at McKinsey & Company. She has been regularly quoted as a subject matter expert in leading publications and has been a speaker at leading industry conferences. She holds a Bachelor of Science degree in electrical engineering from the Massachusetts Institute of Technology.
Michael Mahoney is a multi-faceted leader with over 25 years’ experience as a services professional leading high-growth teams and serving clients across multiple industries. Originally joining SAP in 2002, Michael currently leads SAP Services for North America. In this role, he oversees the sales and delivery of all consulting and premium engagement services across SAP’s solution portfolio with a focus on driving innovative business outcomes for customers. Through a balance of strategy and execution, and with a team composed of strategic experts, project managers, software technologists, and process and industry specialists, Michael’s mission is to enable all SAP customers and partners to realize the power of SAP’s suite of products by delivering transformative, outcome-based Services.
Michael began his SAP tenure as a founding member of Business Transformation Services, where he pioneered SAP’s Value Realization methodology. He later led the U.S. West market for Services, nearly doubling the business over four years. Prior to his current role, Michael served as COO and Chief Business Officer for North America Services.
Prior to SAP, Michael led Healthcare Provider services for Xerox, where he led the commercialization of newly developed products with Xerox-PARC and oversaw EMR technology implementation, Cloud and BPO services for healthcare systems across North America. Earlier in his career, Michael was a senior manager with Deloitte Consulting, where he served manufacturing clients in their ERP value realization programs.
Michael earned a BS in Economics from Boston College and holds MBA and JD degrees from Cornell University. He lives in the Seattle area with his wife and four children.
Brett is responsible for the full P&L management in leading the strategy, alignment, sales and delivery of VMware’s Professional Services organization in the Americas, a 1,000+ person team spanning the U.S., Canada and Latin America. Brett’s team is focused on providing the consultative services and expertise that enable customers to rapidly and successfully adopt, optimize and manage the use of VMware’s vast portfolio of cloud technology, with an emphasis on the execution and developing best practices and processes to provide an exceptional end-to-end customer experience.
Brett began his career at VMware in 2010 as Director for the Northeast Professional Services Organization, accountable for P&L management for all consulting activity in the Northeast Region. A year later, Brett was relocated to California to manage VMware’s West PS Sales team, and eventually had his responsibilities increased to include the VMware’s South-Central Region. In 2014, Brett was promoted to Senior Director with PSO Sales and Consulting responsibility for the entire U.S. and Canadian markets inclusive of the Global, Enterprise, Healthcare and Commercial segments, as well as management responsibility for VMware's Advisory Services team. Brett has had responsibility for all of the Americas Professional Services organization since August 2017.
A career in technology spanning over twenty-five years, prior to VMware Brett has held software engineering roles at NatWest Bank and Chase, as well as Professional Services leadership roles at both Sun Microsystems and Oracle Corporation.
Brett holds a B.B.A. in Business Computer Information Systems from Hofstra University, and was recognized as a Moore Fellow at the School of Engineering and Applied Sciences at the University of Pennsylvania as part of his executive Master’s degree studies in Technology Management. He resides in coastal North County San Diego with his family.
Mike Pring is the VP of customer support for AVEVA Group plc. His global team is responsible for all aspects of technical support, technical training, and customer support programs, and support more than 8,000 customer sites worldwide.
Prior to his current role in AVEVA Group plc, Mike was VP of customer support for the Invensys Software business, prior to the acquisition of Invensys by Schneider Electric in January 2014. Mike has held a number of leadership roles in customer support, quality assurance, and system testing over a 20-year career with Invensys, Simulation Sciences, and Wonderware Corporation.
Mike has been involved in software development, process control, and industrial automation for 35+ years, including 10 years with Exxon Corporation in Europe. Mike has a Master’s Degree in Chemical Engineering from the University of Bradford in the UK and now resides in Southern California.
Patrick Mooney joined Dell in 1999, and in that time has held several global leadership roles across the company in Portfolio Management, Cloud Computing, Support & Deployment Services, Managed Services, Consulting, Sales Operations, and Technology.
Before joining Dell, Patrick had a distinguished career with the United States Army where he held the rank of Captain. Patrick earned a Bachelor of Science in Electrical Engineering from Purdue University and holds a Master of Business Administration from the University of Texas at Austin.
Patrick is an active supporter of charities focused on healthcare, education, and children. He lives in Austin, Texas, and in his free time enjoys spending time with his family, being outdoors, playing sports, and fishing.
Heather Peck, Vice President of HPE Pointnext Services leads the Strategy and Portfolio Teams that drive the evolution of our Services Offerings to lead the market and exceed customer expectations.
Heather previously worked for Hitachi Vantara, where she was VP Professional Services Americas. In this role, she managed all aspects of the Service Sale, Practice Capability and oversite into Service De-livery. Previous roles at Hitachi Vantara included VP Global Managed Services and Portfolio Development and Global Services Chief of Staff where she had responsibility of overseeing the two-year transformation effort for the Global Services organization.
Heather lives in Austin, Texas with her three active boys and is an avid triathlon participant.
Chris joined Pure Storage in early 2019 where he is responsible for the company’s customer experience portfolio across support, professional and partner services. Before Pure, Chris was Vice President of Customer Experience, Enterprise Networks at Cisco where he led the product management, marketing, and portfolio operations teams for the company’s $10B services business. At Cisco Chris also held product management leadership roles in Cisco’s Enterprise and Service Provider teams in California and Beijing.
In earlier roles, Chris held market development and product marketing roles at Turin Networks (Acquired by Dell) and Advanced Fibre Communications (Acquired by Infinera). He began his career in sales at Apple.
Chris holds an M.S. in Science and Technology Commercialization from the University of Texas at Austin. He lives with his wife and two daughters in San Ramon, CA.
Alex Gershman is Head of Strategy and Innovation for US Services at Schneider Electric. Alex has responsibility for the development and execution of Schneider’s three-year strategy and one-year plans for Electrical Distribution, Critical Power, and Industrial Automation Services – including the transformation of the Services team from predominantly a “break-fix” organization to a more digital, predictive and outcome-based organization. Additionally, Alex’s team leads the “Innovation Hub” for Services in North America, developing and incubating new Services offers. Over the past few years, Alex has been a frequent speaker at TSIA conferences, candidly discussing the successes and challenges of Schneider’s “Outcome-Based Services” transformation.
Prior to his current role, Alex built new capabilities in Strategic Accounts, Sales Operations and Customer Experience within Schneider. And prior to Schneider Electric, Alex led Product Development and Analytics at edo Interactive, a FinTech startup that developed “card-linked offer” technology. He also spent many years at the Corporate Executive Board (now part of Gartner), building new consulting businesses in HR and B2B Sales.
Alex resides in Northern Virginia with his wife, two sons, and his parents – all of whom have slowly learned how to peacefully co-exist through the pandemic. Alex is a former Jeopardy! champion and $100,000 Pyramid grand prize winner.
Anna is a senior executive leader with over 25 years of technology and services experience leading global organizations. She has a wealth of experience in leading global teams with functional responsibilities for Product Management, Program Management, Solution Architects, Competitive & Research, Pricing, and Field Marketers. Anna is currently the Senior Vice President at Salesforce responsible for Offer Management in the Customer Success Group responsible for the strategy, development and go-to market of a multi-billion dollar portfolio of competitive and market-relevant offers across Success and Professional Services. Prior to Salesforce, Anna spent 21 years at Dell Technologies in various leadership positions with her latest role leading a $16 billion service portfolio for data center, commercial and consumer technologies, and cloud platforms. Anna was also at Applied Materials, a provider of semiconductor solutions, in a number of roles that included manufacturing production planning and logistics management.
Anna currently lives in Austin, TX with her husband, Joe, and two teenage children, Liam and Bella.
Jeanice Koronowski is the SVP of PS Business Operations for Software AG. Her global team supports more than 1,300 delivery resources with a focus on offer development, analytics, resource and project management, ISO certification, Managed Services and delivery methods.
She is also tasked with advancing Software AG’s PS Transformation strategy to drive growth and customer outcomes through its industry-leading integration & API management, IoT & analytics and business transformation software.
Prior to joining Software AG, Jeanice was PS Practice Management Executive at IBM Watson Health-Imaging. She brings extensive PS experience earned throughout her career in PS organizations within product companies. In addition to IBM, Jeanice has been responsible for sales, project management, consulting, and business operations for PTC, Qlik, NCR, Progress Software, and Ascent Technology, Inc.
Jeanice holds a degree in Computer Science from the State University of New York. She and her husband reside in Cambridge, Massachusetts.
Frank Ciccone is the Senior Vice President and GM for North America and is responsible for sales and delivery of product and professional services across all customer segments and channels, both direct and partner-led. In his short time at Avaya Frank has transformed Avaya from a premise based hardware company to a cloud first software and subscription company.
Frank joined Avaya in 2019 with more than 25 years of sales and engineering experience. Prior to joining Avaya Frank led the Advanced Solutions unit at Verizon Enterprise Solutions, a group inclusive of Verizon's global Collaboration, Customer Experience and Security practices. In his 16 years at Verizon and several years at ATT, Frank held various VP roles in strategy, business development and operations in the Enterprise space.
Frank holds a Bachelor of Electrical Engineering from Manhattan College and a Masters of Business Administration from Hofstra University.
CJ Steiner is director of integrated services sales for CDW. CJ is responsible for the go-to-market strategy for services across all CDW’s segments. CJ is the liaison between sales and all integrated services ensuring that CDW’s customers achieve their desired outcomes. In addition, he leads services financial modeling, pilots and new initiatives, and advises leadership on strategic services investments.
Prior to assuming his current role in April 2021, CJ co-led CDW’s integrated services organization. In this role he and his team were responsible for professional, managed and as-a-service solutions for the east and south regions across corporate and public segments. CJ spent the bulk of his career with CDW, that started in 1999, in the New York market leading sales teams. In 2015 CJ left CDW for a brief stint with VMware where he led a hybrid cloud transformation campaign with a telco organization before returning to CDW in early 2016 as regional field sales manager for the New York market.
CJ earned a bachelor’s degree from The College of New Jersey in 1994.
Juan Pablo Jimenez is the chief operating officer and business operations vice president for Citrix in the Americas region. Under this role, Juan Pablo is responsible for overseeing all day-to-day sales and services operations, identifying strategic growth opportunities and establishing an optimized go-to-market model.
Previously, Juan Pablo was the vice president of Citrix Latin America and the Caribbean, where he oversaw the presence and growth of the company in the region and led a team of approximately 80 sales executives and 225 channel partners.
Before Citrix, Juan Pablo worked for Hewlett Packard for more than 10 years. During his time at HP, he had several roles such as director of consumer products for Colombia, vice president and country manager for the systems group in Brazil and head of consumer products in Mexico.
Juan Pablo holds an industrial engineering degree from the University Pontificia Javariana in Bogota, Colombia. He also holds an advanced business degree from the Instituto de Alta Direccion Empresarial de Bogota. He is fluent in English, Spanish and Portuguese.
Rebekka Brock-Jørgensen is the Head of Revenue Operations in SimCorp where she is responsible for driving growth through operational efficiency and revenue enablement, by building a common core of commercial capabilities that enable selling across all revenue generating functions.
SimCorp is a leading provider of investment management solutions to the world’s largest asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, banks and sovereign wealth funds.
Rebekka has more than 10 years’ experience in different Commercial Excellence roles and has lived in both Germany and the Unites States.
Rebekka holds a master’s degree in Finance and Strategic Management from Copenhagen Business School.
She lives in Denmark with her husband and two daughters.
Follow her on: Rebekka Brock-Jørgensen | LinkedIn
Jane Li is a seasoned executive leader with over 20 years of strategy and planning experience leading global teams in technology and service companies. Jane is currently the Vice President of Corporate Intelligence, Integrated Planning and GTM Strategy at VMware. She’s responsible for driving Go-To-Market strategy design and execution, corporate integrated business planning across BUs, Geos and GTM functions, as well as market opportunities and competitive landscape assessment and prioritization.
Prior to joining VMware in 2014, Jane held various strategy, planning and operations roles at Cisco Systems, leading cross-functional teams both at corporate level and in BUs. Jane also spent 5 years at McKinsey as an Engagement Manager, leading consulting teams to advise senior executives on business strategy, M&A, operational transformation, and organizational designs across various industries.
Jane holds a Master of Business Administration degree with high distinction from University of Michigan Ross School of Business.
Lloyd Howlett is the vice president of support and customer operations at Corptax. He has over 30 years of experience providing services to technology customers and has held executive management positions in professional services and customer services. At Corptax, he is responsible for driving customer success in the use and adoption of the Corptax application. In his role, Lloyd manages the client support, content management, education services and product implementation teams. Under his leadership, the client support organization has been transformed to focus on exceptional proactive client service as well as continuously improving the overall customer experience. Corptax achieved the Technology Services Industry Association's Certified Support Staffing Excellence Center Awards in 2009-2015, along with Excellence in Support Services in 2011 for small to mid-sized companies.
Prior to Corptax, Lloyd served as vice president of operations an ERP software solution provider in the insurance industry. He is a member of the AICPA and Texas Society of CPAs. He is also a member of the Institute of Management Accountants. He holds a B.S. in Accounting from the University of Kentucky. Lloyd became a CPA in 1983 and a CMA in 1991.
Mary Cay leads a team of 1,300+ professionals that provide operational support to the Dell Technologies Services organization. Her team is responsible for driving operational excellence and implementing innovations across Dell Technologies Services. This includes areas such as Digital Enablement & Engagement, Services Customer Experience, Process Engineering, Data Science, Change Management, Business Services, Command Center, Asset Management, Voice of Customer, and the Global Centers of Excellence.
Kosten has over 30 years of experience in service and supplier management, with a proven track record in building outstanding service delivery organizations. Prior to joining Dell EMC, she was Vice President of global customer services delivery for Oracle/Sun Microsystems, responsible for delivering all elements of Sun Microsystems’ support services.
Under her leadership, Sun achieved the prestigious J.D. Power Certified Technology Service and Support (CTSS) Award for "An Outstanding Customer Service Experience," the Technology Services Industry Association (TSIA) Award for Excellence in Service Operations, and Sun was inducted into the STAR Awards Hall of Fame.
Kosten is a 2008 recipient of the Denver Business Journal's Outstanding Women in Business (High Tech and Telecommunications) Award and a 2006 recipient of the Silicon Valley YWCA Tribute to Women and Industry (TWIN) Award. She also is on the Advisory Board for TSIA’s Field Services discipline.
She holds an MS degree in systems management from the University of Southern California and a BS in marketing from the University of West Florida.
Ansa Sekharan is executive vice president of Informatica's Global Customer Support and Informatica University, where he is responsible for establishing Informatica as a trusted partner for customers worldwide by ensuring their success with Informatica's products. Additionally Ansa leads Informatica’s Education Services division, with a focus on role-based training programs to ensure organization gets the most out of investment in Informatica products.
Ansa was an early employee at Informatica starting in 1996. During his tenure, Informatica has received prestigious industry awards recognizing its support services, including being ranked number one in customer loyalty in the data integration enterprise software sector for ten years in a row. Prior to joining Informatica, Ansa was a veteran of Sybase, where he held numerous customer services roles.
He graduated with honors from the University of Tulsa, where he earned a Master's degree in Computer Science. He also holds a Bachelor of Science degree in Computer Science from The National Institute of Technology, India.
Atul Nanda is the Vice President of Cloud Support for Google Cloud, responsible for the creation of support offerings as well as the delivery of technical & billing support to customers and partners worldwide. Atul is also a member of the Customer Experience Senior Leadership Team, whose mission is to ensure customers adopt and realize business value from Google Cloud. An expert in scaling operations to tremendous growth, Atul is responsible for the transformation of Google’s Cloud Support organization and bringing world class support offerings to Google Cloud customers.
Prior to Google, Atul was the Senior Vice President for Global Support at Salesforce, building and leading their global support organization for over 10 years as the company revenues grew from <$1B to >$16B. Prior to Salesforce, Atul held various Support leadership roles at SAP Business Objects, ACS, and Ross Systems. He is skilled in building and leading fast-paced global Support organizations, with a deep understanding of providing support in the Cloud. As an industry expert, Atul has served on various industry boards, including the TSIA, where he has been on the Support Advisory Board for over 6 years.
Atul has a Bachelor's degree from the University of Bombay and an MBA from Gonzaga University in Spokane, WA.
Kimberly May, vice president of support services at Flexera, has excelled at transforming customer issues into customer satisfaction for more than 20 years. This experience has given her valuable insights into what customers want from their relationship with support services. Before joining Flexera, Kimberly held leadership positions in support at IBM and SPSS, where her efforts resulted in a 40 point improvement in customer satisfaction within one year and digital transformation through the introduction of a community, support chat and forums into the support discipline. Kimberly has shared her perspective on support topics at major conferences, including TSIA. As a support leader, her emphasis spans customer experience, swarming and applying data science to improve the support experience for both her team and customers. Kimberly holds a master's degree in experimental psychology and enjoys gardening, family and hanging out with her black Lab.
Bryan Belmont is vice president of Microsoft Customer Service and Support. His global organization, made up of thousands of technical professionals, supports all Microsoft products to help customers and partners succeed.
Bryan has more than 20 years of leadership experience across the commercial support space at Microsoft. He previously served as general manager for the company’s global Applications & Infrastructure organization that handles Microsoft cloud customers. He also has been responsible for strategy, product offerings, marketing and P&L performance for the company’s multi-billion-dollar Premier Enterprise support business. Bryan holds a bachelor of science degree in physics from the University of Texas at El Paso.
Julie Baxter-Rudd has served as the Vice President of EMEA Technical Support at OpenText since February 2019. Responsible for 300 analysts over a large portfolio of products through SaaS, Business Networks and Off Cloud services. With over 20 years’ experience in the Support field leading large global support teams helping drive global transformational projects targeting customer experience through customer journey mapping, technology enablement, leadership development and team enablement. In recent years Julie has spent time developing Employee Experience programs using Employee Journey mapping and understanding the changing demographics in Tech Staff as the millennials move further up the leadership chain and in a very aggressive talent market.
Julie is passionate about the next generation and STEM education, has built successful intern programs, sits on a board for a federation of schools in her local area, and gets involved in workplace programs that influence the next generation to consider a career in Tech. Inclusion and Diversity is also an area Julie cares deeply about, spending time and effort building and running works-based programs especially in the I&D area of Gender
Julie also sings in a choir and tolerates the gym to stay fit, lives near London in the UK with her husband Barny and her 2 sons, Harry and George.
Steve Blaz is vice president of global customer support for Palo Alto Networks. Steve has global responsibility overseeing the technical support delivery organization, scaling the organization, and ensuring customer success and positive outcomes with their enterprise security platform and products.
Steve has over 25 years of senior management level experience with a sweet spot in service, support, service supply chain, and customer success. He has helped build several of the best in class and most respected Service and Support organizations in high tech, including Cisco, Juniper Networks, and NetApp. His roles have ranged from support strategy to delivery.
Steve was also president and CEO of Steve Blaz and Associates, a service transformation firm. His company focused on providing high level strategic consulting and operational expertise to service, support, and operations executives.
He believes in a "Customer In" approach in everything he does. Customer success is the key to growth and the driving force that keeps teams interested, motivated, and empowered.
Mohammed is the director of global support Services at Simcorp and leads a team of 100+ Consultants and developers located over the world that provide product support to all SimCorps Cusomers in a 24/5 operating model.
Mohammed has over 20 years in the services area especially in the support services field.
Mohamed developed over the last three years Simcorp Support business from a 5 distributed local support operations into a one global support organization based on standards across the global using state of the art channels and technology in achieving an uniform and superior client experience for our clients in a 24/5 or 24/7 set-up.
Shaun Mammen is vice president of Global Customer Support for Siemens PLM, and vice president and general manager of Global Support and Services for Mentor, a Siemens Business. In these roles he and his team are responsible for strategy and operations driving innovation and redefining the tools, processes and investments to deliver the industry's most complete customer support services. His responsibilities also extend to Mentor's Consulting, Training and Continuing Engineering business units with a focus on top line revenue growth, New Service Introductions and helping customers achieve their business priorities through services-led outcomes.
Mammen has been with Mentor since 2004 working in a variety of senior roles across the company. Prior to his current roles he served as the company's Director of Financial Planning and Analysis in the corporate finance group. In that capacity he worked in partnership with executive management team to construct the annual operating plan, forecast the company's P&L and drive strategic planning. Prior to that, Mammen was a Senior Market Intelligence Manager in the company's Corporate Marketing organization. He took on his new portfolio with Siemens PLM in 2017 when Siemens completed their acquisition of Mentor Graphics Corporation.
Mammen earned a BA from Pepperdine University, an MSc in Management in Science and Technology from Oregon Health and Sciences University and an MSc in Finance from Portland State University.
Genady Rashkovan, Vice President of Global Support at Tricentis, leads a team of over 150 technical professionals focused on ensuring the success of customers on their path to digital transformation. He has over 20 years of experience working for fast-moving technology companies, providing technical services, building offshore centers of excellence and leading global technical support organizations.
As the support function plays a crucial role in customer value realization, Genady partners with other departments to build mutual goals and metrics to achieve operational excellence, driving net revenue retention while keeping the cost of goods sold under control.
Genady is passionate about leveraging technology and operational efficiency. He was a speaker at 2021 Dreamforce - discussing ways to achieve support scalability in hyper-growth businesses.
He has a wife and three kids and recently moved to Austin. For fun, he and his family love to get off the grid - mountain biking and overland recreation.
As Atlassian’s Global Head of Channel, Ko sets the direction for eco-system success and plays a vital role in the company’s sales strategy. Since 2015, Ko has held channel leadership roles architecting the Partner Program and driving wins in the Americas region. As Atlassian’s channel chief, he’s bringing over 20 years of global go-to-market experience at Podium, VMWare and Seagate, to evolve enterprise growth.
Ko is a dad to three boys and a California native. His weekends are full of baseball games, karate matches and quality time with family and friends.
Kerry Grimes is the Global Head of Partners for Aveva. Grimes leads Aveva’s worldwide sales go-to-market strategy for all Aveva Partners, which consists of more than 5,000 Distributors, Solution Providers, Global and Regional System Integrators, and Technology Providers selling, servicing and supporting Aveva’s entire product portfolio. This thriving global ecosystem helps customers of all sizes discover how industrial digital transformation improves profitability and return on capital thus allowing them to excel at innovation, productivity, and delivering competitive advantage.
Grimes joined Aveva as the company’s channel chief in March 2019. He has led the management of Aveva’s global channel sales strategy and formulated the unified Aveva Partner Network. Prior to Aveva, Grimes was the channel chief at PTC. During his tenure, Channel Partner revenue more than doubled from 72M in 2013 to over 160M in 2019 while increasing contribution of total PTC license sales from 22% to 34%. Grimes has standout status in the industry, appearing on CRN’s Channel Chief list for ten consecutive years.
Prior to PTC, Grimes was the channel chief for Siemens PLM Software. Under, Grimes’ leadership at Siemens PLM Software, partner license revenues grew from 23% to 43% of total company license revenues. Partners became a large contributor to Siemens PLM Software revenue and profit growth.
At Siemens, Grimes’ focus was on extending the company’s industry prominence by ensuring that all partners were equipped to meet customer requirements and exceed expectations. In recognition of his work with Channel Partners, Grimes was named one of the 2006 VARBusiness Top 100 Channel Executives as well as one of VARBusinesses 2007 Top 25 “Channel Executives to Watch”. Additionally, under Grimes’ leadership, the UGS, now, Siemens PLM Channel Partner Program was awarded a 5-star program rating by VARBusiness and CRN for seven consecutive years, 2007 through 2014. PTC was awarded the CRN 5 star program rating in March 2019 for the sixth consecutive time since Grimes joined PTC.
A combination of entrepreneurial spirit and corporate leadership experiences enabled Grimes to achieve his success at Siemens and PTC and what attracted Aveva to adding him to their Global Executive Sales Team. Previously, Grimes founded Rocksteady Networks, a software company that developed a platform to enable intelligent bandwidth management, security enforcement, and differentiated services on a user-specific basis at the edge of the network.
Grimes holds a Bachelor’s of Science degree with high honors in Marketing from Rochester Institute of Technology, and a Master’s of Business Administration from the University of Texas at Austin. Additionally, Grimes was a recipient of the UT Business School’s highest academic award, the Kozmetsky Award, for superior academic achievement.
Nick is Vice President of the Global and Strategic Partner Organization at Cisco. He leads a global team focused on driving engagements with global systems integrators, consulting, cloud, data center/converged infrastructure, enterprise software, and Industry/vertical IOT partners. These partners execute in multiple geos and are strategic contributors in the execution of Cisco sales and technology architectures, customer experience and solution priorities.
Nick plays a pivotal role driving Cisco’s overall partnering strategy by helping incubate new partnerships and GTM initiatives for growth markets as a member of the Global Partner Organization Senior Leadership Team.
A 14-year Cisco veteran, he previously led strategy, planning, programs and operations for the Americas Partner Organization, where his focus was on leading strategic planning, channel programs, organization design, contra investments, talent development and executive communications. He also led a Partner Consulting and Innovation team who advise partners how to optimize their business, integrate M&A, drive profitability and create new sources of revenue.
Prior Cisco roles included Senior Operations Director for the Global Partner Organization, lead for Strategic Technology partnerships and also he led the strategy and planning function for the global Cisco-IBM partnership.
Prior to Cisco, Nick was Executive Director of Managed Services at Avaya; VP of Business and Corporate Development at NextiraOne, a multi-billion-dollar global integrator; VP of Strategic Partners and service provider at Netigy a Cisco-funded security consulting and network services firm where he helped build the company from a start-up to 800+ consultants in 2 years; and held multiple sales leadership roles at SBC Datacom/AT&T.
Nick holds a bachelor’s degree in Chemistry and Business (with Honors) from Kingston University in London. He attended three Harvard Business School Executive residency programs for corporate finance, leadership and negotiations. He also attended UCLA’s Anderson School of Business Mergers and Acquisitions Executive Leaders program.
Nick is a marathon runner, an avid basketball fan, and an active STEM coach for students in Southern California Universities. He’s been married for more than 20 years and has three teenage sons. He was born in South Africa, raised in the UK and currently resides in Los Angeles, California.
Marie-Michele Caron is the Senior Vice President, Alliances at Coveo. She oversees the company’s alliance & channel strategy worldwide including the relationships with major technology alliances such as Salesforce, ServiceNow, Microsoft and Sitecore and also looks after Coveo’s ecosystem of channel partners. She is passionate about helping companies deliver relevant end-to-end experiences and is committed to partnering with the industry’s best to make that possible.
With over a decade of experience in building strategic alliances and international business development within the high-tech industry, Marie has been instrumental in developing Coveo as a core practice within an extensive ecosystem of channel partners.
Marie resides in San Francisco and holds a Bachelor’s Degree and an MBA in International Business from Laval University. Outside of work, you can find Marie brushing up on her boxing skills and climbing the nearest summit.
As the Vice President of Global Channel Sales, Lisa is responsible for building and leading a channel-centric go-to-market strategy to drive global revenue growth of F5 solutions and establish the company as a leader in multi-cloud application services. Lisa Citron has a long history with F5, joining the company more than 8 years ago. Prior to her current role she served as VP of North America Channels, responsible for all regional commercial and public sector channel business. She’s also held the role of Sr. Director of Cloud and Channel Sales where she helped to drive transformational change in development of the company’s public cloud go-to-market motions. Prior to F5, Lisa was Vice President, Worldwide Channels and Alliances at BlueCat Networks and Director of Global Channels and Alliances at netForensics. Lisa also held senior channel sales and marketing roles with Global Knowledge and McAfee over her 20+ year career in the channel.
Mary Beth Walker is a seasoned sales executive with a wide range of experience in go-to-market (GTM) strategy and business planning.
Mary Beth heads HP’s Channel Strategy organization, with responsibility for how we go to market with our channel partners. Currently she is leading a major initiative to rebuild our channel ecosystem in order to accommodate market dynamics and continue to propel HP forward as a recognized leader of channel programs and strategies within the industry. She is the champion of the Amplify Impact program, the first of it’s kind sustainability program created to help channel partners further their sustainability efforts as a company and in their selling efforts.
Prior to joining HP, Mary Beth held progressive sales leadership roles at Sun Microsystems including product sales, inside sales, professional services sales and delivery, and global business operations.
Maurice Martin, VP Partner Ecosystems, leads the ecosystem strategy and go-to-market for HPE GreenLake Cloud Services. Maurice joined HPE in June 2020, after a 16 year career at Microsoft in roles including COO of Microsoft Ireland; Azure COO for the UK for 6 years; and for the last 4 years, as the worldwide field go-to-market leader for the Azure business, in Seattle. Maurice’s earlier career included a stint in London in venture capital at The Carlyle Group; 7 years at IONA Technologies, in engineering, product and strategy leadership roles; and, after graduating from Trinity College Dublin with degrees in Computer Science, Engineering and Maths, as a co-founder and CTO of an software start-up that developed innovative performance support systems.
Akila Ganapathy is the Sr. Director of WW Channel Services Strategy at Palo Alto Networks. In this role, she has responsibility for worldwide channel services strategy and accelerating service economy for partners. Akila has extensive background in product management and managing services portfolios in large and small companies. Prior to joining Palo Alto Networks, she led the product management team at Juniper Networks responsible for driving the growth of the company’s services portfolio. She has also held various leadership positions at Infoblox, Cisco, Elster and Nortel Networks.
Akila resides in San Jose, California and enjoys music, running, hiking and traveling
As Director of Channel Partnerships, Andrew leads the strategy and performance of Rockwell Automation’s North American distribution model. Prior to this role he started and scaled the company’s Authorized Service Provider business model that extended service delivery through its distributor network. He’s also held roles in services sales and sales management.
Like many traditional industrial product companies, Rockwell Automation is transforming its customer experience to deliver more value across the product lifecycle and in a recurring revenue format, with a portfolio expanding into managed services and XaaS. Andrew’s leading the transformation of its distributor network to play a meaningful role in attaching services to products, delivering consulting services to start customers on a transformation journey, and ultimately bringing every customer into a recurring lifecycle support model.
Andrew graduated with a Bachelors in Mechanical Engineering from University of Wisconsin – Milwaukee. He currently resides in the Milwaukee area with his wife Zoë, toddler daughter and two mini schnauzers.
Jeff Zobrist serves as Vice President, Global Partner Network and Go-To-Market. With over 26 years of experience in the IT and software industry helping partners build businesses that prosper, Zobrist is responsible for defining and executing a global partner go-to-market sales strategy and managing a partner program that supports partners that sell, service, and build solutions built on Siemens software. His success at cultivating and building a partner ecosystem of >1,600 partner organizations worldwide that focus on optimizing lifetime customer value and meaningful business outcomes has contributed to being honored with CRN magazine's 5-Star Partner Program award 15 consecutive years in a row. Zobrist earned a Bachelor of Science degree in Business Management and Marketing from Miami University and currently resides in Cincinnati with his wife and four children.
Leon Mangan is Senior Vice President, Alliances & Channels EMEA & LATAM, joining the company in 2011. In his role, Leon is focused on driving the GTM strategy through and with partners to scale customer innovation and success , through Industries, across clouds and market segments. Prior to Salesforce Leon spent 11 years at Siemens Enterprise Communications where he ran both direct (Enterprise & Small/Medium teams ) and Indirect (Tier 1 & 2 distribution)
Leon has a BA in Business Studies (Leicester) , married with two daughters and is an avid sports fan, enjoying skiing, rugby football and tennis.
Rachel leads the channel and alliances organization globally at SUSE, where she has overseen a revamp of the partner program from 15 disparate initiatives into a single, overarching program built on partners’ specializations aligning to the evolution of the partner ecosystem. Her remit spans all indirect partner routes to include ISV, OEM, IHV, GSI, RSI, Embedded, MSP, and VARs globally. She strives to provide the right support and structure for partners, such as those evolving their business models to the cloud and as-a-service type offerings, to be successful.
An industry and partner business veteran, Rachel believes in building a holistic, consultative approach across products, services and partners that starts and ends with delivering tangible outcomes for the customer.
Before joining SUSE, Rachel built and led high-performing teams at Rackspace, Red Hat and other organizations for growth that outpaced industry norms.
She has been featured in CRN's 2021, 2020, 2015,2014 & 2013 Women of the Channel list; CRN's 2014, 2015 Power 100 Women of the Channel for her work on Red Hat’s OPEN program; and was included in CRN's 2021, 2020 and 2015 Channel Chiefs listings. SUSE One (SUSE’s partner program) was also recognized in 2020 by CRN.
Marie-Pierre is the Vice President Digital Services Product Management and Marketing at Schneider Electric technology to deliver four business models SaaS, API as a services, Managed Advisor Services. Prior she was VP of Digital Solutions at Pitney Bowes where she was fundamental in defining the strategy of their first IIOT solution. She worked at Energy Metrics developing data centers energy & condition-based operations solutions. She also worked at Smarts, acquired by EMC/Dell owning product management of the network root cause analysis solution and other product management roles in enterprise software companies. She holds a bachelor’s degree in Electrical Engineering and a master’s degree in UIX Information Design.
Kailem Anderson is Vice President of Product Line Management for Ciena’s Software and Services business. His responsibilities include global ownership of Ciena's portfolio strategy, vision and direction, development and the introduction of new disruptive offerings in the areas of Automations, Orchestration, Analytics, Software, SaaS and Global Services.
Well established in the networking industry for 20 years, Kailem has held various leadership positions at Cisco, IBM, and Microsoft, where he has been focused on introducing new technologies to market in the areas of Networking, Service Provider, Security, Data Centre, Automations and SaaS.
Prior to joining Ciena, he held overall Cisco Cloud & Managed Services Portfolio responsibility on a worldwide basis. Portfolio included Networking, Data Centre, Collaboration and SaaS / XaaS / IoT lines of business. He had ownership for the overall Cloud & Managed Services direction, investment, vision and strategy including people, processes and the automations tools to deliver services.
Key skills include being able to quickly understand complex concepts, identify and solve problems, turning ideas into logical strategies, and implement systems that optimize productivity, and increase bottom line.
He holds a bachelor’s degree in Engineering and an MBA from the University of New South Wales.
Alex joined Dell Technologies in 2010. He currently leads Service’s Strategic Planning and Technology organization (supporting a revenue unit with 35K+ people operating in 170 countries) reporting to the President of Services and leading a global team. He is responsible for services strategy (spanning transformation, M&A/integration to top line growth) and is responsible for all Services Technology development (IP development that is monetized).
Alex has led the services integration of various acquisitions (EMC Services, Compellent, Force 10 Networks, Ocarina Networks, SonicWall, Quest Software, AppAssure, Credant, Wyse). Additionally, he has led large scale transformation projects across Dell Technologies, spanning multiple market segments from Consumer to large scale Enterprise accounts globally and across a breadth of product sets (from Consumer products to Commercial class hardware and software).
Alex represents Dell Technologies within the Hispanic Association on Corporate Responsibility (HACR) and the TSIA XaaS Product Management Advisory Board. Additionally, he sponsors the Dell Technologies Services intern and MBA program for future talent development.
Prior to Dell, Alex was a management consultant at Bain & Company primarily focused within the Technology practice in the areas of corporate strategy, transformation, due diligence and optimization. In this capacity, Alex worked with several prominent software and hardware clients.
Alex holds an MBA from Massachusetts Institute of Technology (MIT), a Masters of Information Systems from Texas A&M and a Bachelor’s in Electrical Engineering from Texas A&M University.
Diana Benli has overall responsibility for realization of the software product solutions strategy for Cognizant’s Healthcare Business. Focused on the optimum client experience, she directs and empowers the talented TriZetto product teams to envision and deliver high quality, integrated software solutions and platforms to the healthcare payer market. Additionally, at Cognizant, Ms. Benli leads the Healthcare Product Committee, she sponsors the Women Empowered Healthcare Council and she is a mentor with the Accelerator program.
With her more than 30 years of experience in the healthcare industry, encompassing both the provider and payer segments, she has: managed a provider practice; helped to grow a healthcare technology startup as Chief Commercial Officer; managed full software development organizations; and worked in many areas of operations with large international corporations. She has focused her energy and passion in strategic product management to support and simplify healthcare.
Ms. Benli is a frequent speaker at industry events on topics related to healthcare solutions and has developed and presented her own synopsis of the art of product management, called “Product Think”.
In September 2017, Ms. Benli was interviewed by the 280 Group, a leading Product Management training and consulting firm. Subsequently in 2020 that interview was published in a market e-book called, “Trailblazing Women in Product Management”.
Ms. Benli holds a bachelor’s degree in Information Technology / Computer Science and an associate’s degree in Applied Sciences.
Morgan Mann leads operations for Cisco's $3B Security Business Group driving group level execution and strategy for the business. His work includes portfolio management, strategy formulation, business intelligence, business operations, and planning support to the group. In addition, he has cognizance of many of the Group’s operations responsibilities including offer security, quality, budgeting, and supply chain activities. Prior to his current role, Morgan was Chief of Staff for Cisco’s $800M Advanced Threat Solutions organization responsible for acquiring, integrating and scaling of Cisco’s security acquisitions into the sales organization.
Morgan joined Cisco in 2003 and has 20+ years of sales, marketing and product management experience in networking and security. He also served 30 years in the United States Marine Corps and Mar ine Corps Reserve. Morgan has formerly served as the technology committee chair of the Chicago Executives Club, Chief of Staff of the Marine Corps Reserve Policy Board, and member o f the editorial board of the Marine Corps Gazette.
Morgan has a B.A. from the University of California, Los Angeles; an MBA from Northwestern University’s Kellogg Graduate School of Management; and an M.A. in National Security Studies from the US Army War College.
Denise Stokowski is VP Product Management at Gainsight. She has over 25 years of experience working in software and Saas companies including Epiphany, Right90 and Marketo - most of her career in the customer success domain of implementation, training and customer support for software applications. She now uses that customer facing experience and passion for product to lead Product Management for the Gainsight Platform and recently the overall Security and Privacy programs at Gainsight.
Thomas has extensive experience building software-as-a-service (SaaS) and cloud native solutions powered by APIs, data, and insights. Prior to joining NI, he served as the CTO and SVP of technology at SAP Ariba. His career has also included CTO and VP roles at General Electric and Emirates Group, and technology leadership roles at Visa, Walmart, and Oracle. He holds a Master of Science in Industrial Engineering from University of Cincinnati and a Bachelor’s in Engineering from The College of Engineering Guindy, Anna University, India, as well as executive certifications from Stanford University, Singularity University, and Harvard Business School Online.
Thomas considers himself a lifelong learner. He’s an avid photographer and a dedicated volunteer and mentor in his Bay Area community, where he also enjoys spending time coding and experimenting with home automation.
At ServiceNow, Tracy leads the ITSM Product Management team that’s chartered to accelerate worldwide sales for the flagship product and will help set the company as an IT portfolio thought leader.
Prior, Tracy held similar roles at GE Digital and Symantec, where she led global product management and customer success teams, refreshing strategies and redesigning service offerings that improved customer-satisfaction scores and revenue.
After graduating with a bachelor’s degree in business administration from the University of Arizona, Tracy began her career at PeopleSoft in services sales and marketing — a passion that has lasted throughout her career.
Kristin M. Giffin leads the Services and Support Division for Agilent Technologies. In her role, she is responsible for the P&L, strategy, portfolio development and new product commercialization. She manages the contracts, trade, Education and Consulting businesses for Agilent.
Kristin has broad experience across Agilent including roles in Manufacturing, Quality, Customer Experience, Operations, Strategic Program Management, Digital Transformation and Analytics. She has led Global teams for fourteen years. Kristin is Board member of Delaware Bio and a member of the Board of Trustees for the Independence School in Newark, DE. She was previously the Site Manager for Agilent’s Delaware Sites.
She holds a B.S. in Engineering from Cornell University and a certificate of General Management from the Wharton School at the University of Pennsylvania.
William H. Snyder serves as the director of professional services for Bayer Radiology, which is part of Bayer's Pharmaceuticals Division. In his role, he leads an organization that is accountable for delivering implementation, clinical, customer success, and support services across the organization's informatics customer base in the United States. He has in excess of 25 years of experience, with a significant time spent in both finance and commercial roles. William's former employers include Deloitte as well as the Pittsburgh Penguins. He earned his Bachelor's degree in Accounting from Westminster College, in Pennsylvania, and his MBA from the University of Pittsburgh.
Bayer, which employs over 100,000 employees, is a Life Science company with a more than 150-year history and core competencies in the areas of healthcare and agriculture.
Rick Gary serves as the executive director of support for McKesson Diagnostic Imaging. In this role, he oversees the global support P&L, strategy, and operations for radiology and cardiology products including PACS, RIS, VNA, hemodynamic, and cardiovascular information systems.
Prior to joining McKesson, Gary was at Carestream Health. His last position at Carestream was director, worldwide business operations, where he was responsible for implementing a global CRM, quoting, and compensation system in addition to managing the digital medical imaging forecasting process. Prior to that, he was VP of customer care (Divisional) for the Americas region in the Healthcare Information Solutions business where he was responsible for all customer care operations and providing oversight to global remote support initiatives.
Prior to Carestream Health, Gary was with Eastman Kodak for 27 years where he held various support management positions including support engineering, worldwide product management, and operations supporting copiers, consumer products, photo kiosks, and health care IT.
Gary holds a Bachelor’s degree in Biology from St. John Fisher College and an MBA from Rochester Institute of Technology.
Paul Bergström serves as the executive vice president of global service for Elekta and is part of the executive management team. The service portfolio in Elekta covers field service, customer support and support centers, education and training, as well as the predictive and remote support. The accountabilities include leading the global organization to be in the forefront of customer experience, both in operational aspects as well as driving sales and revenue.
Prior to joining Elekta, Bergström was the general manager for the telecom solutions provider Ericsson in Hong Kong. His resumé spans from positions in Americas, Europe & Middle East, and Asia. Before leaving for Hong Kong, Paul was vice president of strategy and marketing for Ericsson’s Global Services organization, with the key focus on driving change.
Elekta is a leading innovator of equipment and software used to improve, prolong and save the lives of people with cancer and brain disorders. The advanced, effective solutions are created in collaboration with customers, and more than 6,000 hospitals worldwide rely on Elekta technology. The treatment solutions and oncology informatics portfolios are designed to enhance the delivery of radiation therapy, radiosurgery and brachytherapy, and to drive cost efficiency in clinical workflows. Elekta employs 3,700 people around the world. Headquartered in Stockholm, Sweden, Elekta is listed on NASDAQ Stockholm.
Jeff Cochran is Vice President Sales Enablement with Swisslog Healthcare, NA. Swisslog Healthcare delivers material transport, medication management and supply chain management solutions that increase efficiency and enhance the patient experience in forward-thinking health systems. In this role he is responsible for leading teams including professional consulting services & support, system tools and applications, and internal/external customer training/demos.
Previously, Jeff has lead sales teams in specialty pharmaceuticals, medical device, medical equipment, and software applications since 1997 at Bausch & Lomb, McKesson Automation, and has been involved with three healthcare technology venture capital funded companies involving RTLS/RFID and asset tracking solutions.
Jeff has a B.B.A in Marketing/Management from Wichita State University, is Lean Six Sigma trained at Villanova University, and is a Certified Medical Representative.
Mark Munson is director of implementation with TeleTracking Technologies, Inc., a provider of hospital enterprise operations management software. In this role, he is responsible for leading global professional services around core applications, including enterprise implementations, integrations, and driving outcomes for customers. In addition, Mark is responsible for delivery of business analytics solutions to TeleTracking customers.
Previously, Mark was vice president of customer satisfaction at Acusis, an international medical transcription software and service provider, responsible for customer success management, customer service, and technical support. Before entering the healthcare industry, he served in a variety of roles in an e-commerce startup incubated by Fisher Scientific.
Mark has a B.S. in Materials Engineering from Virginia Tech.
David Bisciotti serves as the vice president of customer service for Varian medical Systems. David joined the company in 2006. In his current role, he has responsibility for the overseeing customer all of the service activities worldwide.
Varian Medical Systems, Inc., headquartered globally in Palo Alto, California, is the world's leading manufacturer of medical devices and software for treating cancer and other medical conditions with radiotherapy, radiosurgery, proton therapy, and brachytherapy. The company supplies informatics software for managing comprehensive cancer clinics, radiotherapy centers and medical oncology practices. Varian is a premier supplier of tubes and digital detectors for X-ray imaging in medical, scientific, and industrial applications and also supplies X-ray imaging products for cargo screening and industrial inspection.
David has 25 years of experience in the medical device industry. Prior to that, David worked for the FAA and is a veteran of the US Air Force. He earned a B.S. from New York Institute of Technology and a M.S. in Management from NYU/Polytechnic University, New York.
Neal Hatton is employed by AVEVA Group, LLC. as the VP Customer Support - Americas. He works in the software business and is responsible for the fulfillment of software support and services for AVEVA’s industrial software. Customers served are frequently using the company's software in complex, mission-critical applications such as critical infrastructure, oil & gas, mining, food & beverage, water treatment, and more. He possesses an MBA with a focus on technology management. He has more than 25 years of experience in the industrial automation and software domains. He currently resides in Corona, California with his wife and daughters.
Franck Perrin has been the director of international service operations for four years at Endress+Hauser Consult (Switzerland), the holding company of the Endress+Hauser group, a leading worldwide provider in the field instrumentation and process automation. In this role he is in charge of ensuring that different service units located in 44 countries are developing their operations in accordance to the E+H service strategy, standard portfolio, and processes. He also participates in the development of the service strategy and in different projects, that require his consulting and expertise in service management.
Initially trained in measurement instrumentation, Perrin started his career with Endress+Hauser as a sales engineer in the French sales center. He became product manager in the late 90s on a reengineering project to establish a process organization in the European sales centers for the Euro zone creation. It was during this project that he got the “service bug”. He changed his orientation to become service director of the French operations. His mission was to transform an old fashioned, reactive, service cost center to a highly profitable business unit offering value-added services.
During his different missions, Perrin has continuously learned to adapt his skills to the requirements of his various positions. He has a degree in sales and marketing management and a masters in strategic management and controlling.
Matthias Gukelberger is Global Vice President and Head of Business Line Global Service at Giesecke+Devrient Currency Technology, and serves as a member of the G+D Executive Management Team.
During his 25+ years in business he gained expertise in transforming Go to Market and Service organizations in the IT and Additive Manufacturing / 3D Printing industry.
With 19 years in various operation, development and sales positions at Hewlett-Packard, Matthias helped lifting HP’s product driven printing business towards solution centricity by inventing the first Channel Managed Print Service Concept for EMEA, which built the foundation of growing and profitable recurring revenue streams in the years to come, until today.
During 8 years at Stratasys, Matthias was forming a leading channel in the additive manufacturing industry and was heading the turnaround of EMEA’s Service Business.
Prior joining G+D in 2020, he co-founded the Additive Manufacturing Consulting Network which supports organizations in striving for excellence by leveraging new technologies like additive manufacturing.
Matthias holds an MBA in Information Management from the Baden-Wuerttemberg Cooperative State University of Stuttgart.
John Page is senior vice president, Keysight, and president of the Services Solutions Group.
John, most recently vice president of Keysight's business finance organization, has 25 years of financial and corporate leadership, including CEO and founder of a cloud- based computing company as well as CFO and senior management roles at leading semiconductor and electronics firms.
John joined Hewlett-Packard in 1988 where he served in a variety of finance and operational positions. When Agilent Technologies was spun off from HP, he helped lead the creation and spinoff of Lumileds as its first CFO. He was also one of the founders and executive staff of Agilent's Imaging Electronics Division, which he helped lead from inception to over $1B in revenue.
John served as a member of the executive team at Nanosys from 2010-2014, where he was instrumental in the company's transition from a technology research powerhouse with over 800 patents into a growing commercial business in the electronics industry.
John holds an M.B.A. from the Simon School of Business at the University of Rochester, and a B.A. in economics from the University of Rochester.
Dan Lopez is senior director of marketing for KLA’s world-wide service business. KLA is a leader in process control solutions for the semiconductor industry.
In his current role, Dan leads a team responsible for creating service-related solutions for KLA’s broad product portfolio. His group works closely with product teams, service sales, operations, and technical support in pursuit of customers’ insatiable need for cost-effective product performance and availability. Dan has been with KLA for over 20 years and has held a variety of roles in both service and product teams.
Dan holds a BS in Electrical Engineering and an MS in Business, from Stanford University. He resides in the San Francisco Bay Area.
Jerry has general management responsibility for NI's installed base services business. His responsibilities include overseeing NI's worldwide depot and field repair, sparing, calibration, factory integration and custom installation services. He is also responsible for NI’s Education Services business. In this role, he leads a cross-functional team responsible for setting NI's strategies and offerings, and delivering these services in NI service centers, authorized service provider network locations, and at customer sites. Jerry has led the organization to unprecedented growth and innovation, enabling the success of NI’s product and system customers.
Jerry’s 35 years as a manager and executive include joining NI in 2011 after extensive experience in the aerospace and semiconductor industries. Prior to NI, he led product and business management for the Semiconductor industry's largest global equipment maintenance business. He also managed the global operations of a technical training organization listed in Training Magazine's Top 100, with direct responsibility for 10 training centers. Early in his career, Jerry held roles in systems engineering and program management in aerospace, including four years as an officer in the US Air Force. He holds a BS in mechanical engineering and an MBA.
Alejandro Capparelli is the President of the Latin America Region at Rockwell Automation and has over 25 years of experience in the industrial automation and control industry. He is responsible for strategic development of the region driving overall sales growth serving multiple manufacturing industries.
Alejandro joined Rockwell Automation in 1997 as a Field Services Engineer. He has international experience serving Rockwell Automation in multiple capacities related to services, solution, sales, channels, OEMS, system integrators and partners.
Alejandro has a bachelor’s degree in electrical engineering from UNMDP University in Argentina. He resides in Florida with his wife and two children.
My mission is to be the digital partner in sustainability and efficiency for our distributors, our contractors and our end-users through our services activity. After working for 5 years for UTC in the European Fire & Gaz division as marketing leader, Jerome has joined Schneider Electric in 2007 and has held several leadership roles in the EMEA zone for the Regional Solution Execution Center. In 2015, Jerome joined the Services organization where he led successfully the services business globally for our Strategic Accounts doubling the activity in less than 3 years.
In November 2017, Jerome was appointed VP US Field Services Operations & Operational Marketing, as well as Regional NAM Leader for the Global Field Services entity. In this dual role, he led the US Field Services business turnaround by focusing in sales growth and improved profitability. Early 2019, he acquired his current role of Senior Vice President of US Services, focusing now on digital transformation of the services business with the ambition to position Schneider-electric as the US market leader of digital services.
Jerome is an experienced executive in Operations with a successful track record in the services industry across an international environment. Skilled in Strategy, Sales, Management and Marketing, he holds a degree in International Marcom from Spalding University in Kentucky; a master’s degree in Marketing and Strategy from the Rouen Business School in France; and an Executive MBA from the ESSEC Business School in Paris.
Cathy is Director of Services Marketing at Thermo Fisher Scientific, shaping commercial service strategy and leading the team tasked with portfolio management, market research, pricing, positioning, marketing communications, digital services, and development of service sales strategy.
Translating customer needs into revenue-producing strategies that accelerate corporate growth and customer satisfaction, Cathy has gained 20+ years of service expertise with Box One Leader, a financial training and leadership company, and Hahn Consulting, a services marketing and sales consulting firm. At Hahn, Cathy advanced quickly to Principal Consultant and delivered research, marketing, selling, and strategic planning services to various technology clients to drive awareness, preference, and demand in support of service strategies.
Cathy is a proud graduate of the University of Oregon’s Lindquist College of Business. She has served on the Board of Directors for Youth, Rights and Justice, Development Committee for Adelante Mujeres and also co-founded Eve’s Daughters, a non-profit for single moms and their children.
Amit Ronen is responsible for managing customer-facing engineering groups across the globe, including field engineering, engineering specialists, and customer support organizations.
Before joining Wind River, he was the founder and CEO of Presales Solutions, a company that offered a unique on-demand hosted solution in the customer relationship management (CRM) space. Prior to Presales Solutions, he spent more than 10 years with Mercury Interactive, where he gained extensive executive and global field management experience. There he managed and built the presales organization in the Americas, expanding it from 40 people to more than 150 people and supporting revenue generation of more than half a billion dollars. In addition, he served as vice president of professional services for the Americas and vice president of Mercury's Tuning business, a startup within the company. He was also a founding member of Mercury Interactive Japan KK and was responsible for all technical field operations in the Japan and Korea region.
He holds a B.A. in Computer Science and economics from Tel Aviv University in Israel and is a graduate of the Stanford Executive Program (SEP) of Stanford University in California.
Charles Matthews recently returned to the U.S. from a four-year expat assignment running Global Services teams from France. He is responsible for the global delivery and business execution of professional services, customer care, and educational services across contact center, telephony, unified communications and data infrastructure product lines.
Charles has over 20 years of experience in the telecommunications and software industries. During his 15 years with Alcatel-Lucent he has held positions of progressive management in R&D, educational services, customer care, and professional services.
Prior to Alcatel-Lucent, he held positions in R&D and customer service with business analytics software and business process software companies.
Charles is a graduate of Harvard University.
Rick Hamilton is Senior Vice President of Blue Planet Software. Mr. Hamilton is responsible for Ciena’s Blue Planet software platform and global services organization, including consulting and support services for designing, deploying, managing and maintaining communications networks.
Prior to joining Ciena in October 2016, Mr. Hamilton was Corporate Vice President, Professional Services for Juniper Networks and previously served as Vice President, Cloud & Managed Services at Cisco Systems, where he spent more than ten years in various services leadership positions. Mr. Hamilton has also held leadership positions with The DFS Group (a division of LVMH Group), Cost Plus World Market and Discovery Channel’s consumer division.
Mr. Hamilton holds a B.S. in Information Systems from the University of Phoenix and a master’s degree in Software Engineering from Golden Gate University. He also holds an undergraduate degree in Aeronautics.
Doug Schmitt is President of Dell Technologies Services. He is responsible for the company’s Consulting, Deployment, Support, Managed Services, Education Services and Asset Recovery businesses, comprised of approximately 60,000 direct and partner personnel operating in more than 170 countries.
He serves on the board of Dell Technologies Political Action Committee and the executive board of the Technology Services Industry Association. Prior to Dell Technologies in 1997, he held various leadership roles at Sequent Computer Systems and in the banking sector.
Doug holds degrees in Finance and Accounting from Oregon State and Portland State, respectively, and an MBA from the University of Portland.
Soren Marklund is Ericsson's global VP of customer support portfolio and sales. In this role, he responsible for the Ericsson global customer support business covering portfolio evolution, global sales support, and business execution through regional service lines.
Soren has more than 30 years of experience in the telecommunications and software industries. Prior to this role, he served in various senior roles at Ericsson in the USA, including VP of customer support and VP of business development for North America. Prior to joining Ericsson, he held senior roles at TeliaSonera in Sweden.
Soren is currently leading Ericsson's support services evolution, enabling customers to succeed in their operational transformation journeys to handle increasingly complex, diverse, and continuously evolving network ecosystems. He holds a strong passion for delivering industry leading customer experience through innovative service offerings.
Soren is a world leader in communications technology and services with headquarters in Stockholm, Sweden. Ericsson is providing premier support services, reaching customers in 180 countries around the world.
Yvette Smith is the Chief Information Officer and Senior Vice President of F5 Networks’ Customer Success and Business Transformation group. A technology executive with more than 30 years of experience spanning every service function. In her role at F5, Yvette spearheads a team focused on putting the customer at the core of the company’s business model while leveraging key insights to continue advancing F5’s business transformation as the leader in application services.
Yvette joins F5 from Microsoft where she was the Corporate Vice President that led the customer success programs for their $60B+ Commercial Cloud business. She managed Microsoft’s Enterprise Support P&L of nearly $4B in revenue and was previously the General Manager for Cloud Customer Support, leading a team of over 7,000 professionals. Prior to Microsoft, Yvette was SVP of Managed and Professional Services at Xerox and held multiple executive roles at IBM.
Over the past thirty years, Yvette has led a variety of IT services businesses and specialized in developing and selling complex international enterprise solutions for her clients and developing the delivery infrastructure to support these solutions. Her experience spans multiple industries including financial services, media and entertainment, retail banking, retail distribution and wholesale distribution.
Yvette graduated from Emory University, with a Master of Business Administration with an emphasis in International Business. She received her Bachelor of Industrial Engineering from Georgia Institute of Technology with a certificate in French. She is a certified Systems Management consultant and has been recognized many times for her contributions to Xerox, IBM, and her clients.
She is passionate about women and children’s health and gives back to the community in many ways, including as a member of the Board of the Georgia Tech Women’s Alumni Network and as an Ambassador for the Grady Health Foundation. In addition to her role on the National Board of Directors for INROADS, she sits on the Advisory Board for the ISyE Department at Georgia Tech.
Throughout her career, Yvette has mentored countless professionals, with a special focus on women and people of color in technical and operational roles and works passionately to create opportunities for growth and succession. Yvette loves to give back to the community, cook, garden and travel. She has lived in Seattle for the past four years and recently relocated to South Carolina. Yvette and her husband have a daughter in college and two daughters and a son in the working world.
John leads the Customer Experience organization for Google Cloud responsible for developing and executing on the strategy that ensures customers adopt and realize business value from the Google Cloud. This includes global leadership of Professional Services, Customer Success, Customer Support, Training, Cloud Certifications, and Customer Engagement through the Executive Briefing Center and Customer Advisory Boards. John reports to Google Cloud CEO Thomas Kurian.
Prior to Google, John spent 20 years at Microsoft in numerous roles including Corporate Vice President of Worldwide Customer Success, where he established a new organization to drive adoption of Microsoft's cloud services, Vice President Worldwide Specialist Sales, where he led enterprise sales strategy across the full suite of enterprise cloud services, and General Manager of Global Accounts with responsibility for Microsoft’s top 100 enterprise customers.
John attended George Mason University in Fairfax, VA, where he earned his bachelor’s degree in electrical engineering and a master’s in business administration. He lives in the Seattle area with his wife Kelly, and their two daughters. In his spare time, John enjoys golfing, cycling, and sports car racing.
Mike Perera is currently the General Manager of IBM's Technology Support Services. In this role, he’s responsible for the overall profit & loss of the division including strategy, sales and delivery.
Prior to his current role, Mike held several positions leading IBM’s Z (mainframe) software portfolio. Most recently he was Vice President, IBM Z Software Sales, responsible for the worldwide Z Software sales and technical sales organization, as well as leading IBM’s first major pricing transformation in 20 years, available in the market as Tailored Fit Pricing. Before then he was Vice President, Z Software, leading the IBM Z Software hybrid cloud strategy & execution. He’s also held the positions of Vice President, CICS, TPF and Z Systems as well as Director, DB2 for z/OS, where both of which he was responsible for product management, development and support.
Before his leadership roles in IBM Z, Mike held a number of other positions including operations of Smart Analytics Systems, mergers & acquisitions for IBM’s Information Management division, where he helped drive the acquisitions of Cognos, Princeton Softech and Solid Technologies and a variety of positions within IBM's WebSphere Software division focused on telecommunications solutions.
Ahead of joining IBM, Mike earned his MBA from the University of North Carolina at Chapel Hill. After earning his undergraduate degree in Applied Economics and Business Management from Cornell University, he worked for four other companies around technology always with an affinity around technology.
He is married with a 3 kids who all keep him quite busy outside of work; however, he still enjoys sport fishing, golf, gourmet cooking, wine and traveling when he has a free moment. He also serves on the board of directors of Wake Ed Partnership and University of North Carolia’s Kenan-Flagler Business School Alumni Council.
Mike Flannagan is Vice President of Customer Experience & Success at Microsoft, leading Global Operations, Digital, Learning & Development, Sales Excellence, and the Customer Experience Center of Excellence.
Prior to Microsoft, Mike was Senior Vice President at SAP, and Vice President & General Manager at Cisco. Mike earned his MBA from Auburn University, where he is a member of the Graduate Dean’s Advisory Council, an NACD Board Leadership Fellow, and serves on the Advisory Council for the University of Texas at Austin's McCombs College of Business.
Gary Grecsek is the vice president of PerkinElmer OneSource® Laboratory Services. He has held multiple executive leadership roles within PerkinElmer, and for the past 7 years, has been responsible for driving the strategy and performance of its flagship OneSource Laboratory Services business.
PerkinElmer's OneSource® enables laboratory professionals to accelerate their science through innovative, integrated service solutions that improve the health and safety of people and the environment. The OneSource portfolio currently includes enterprise, professional and managed services offerings for pharmaceutical and life science markets.
Under his cross-functional leadership over the past 20 years, Gary has driven substantial business growth through organic market expansion, business development, change management, operations optimization, and continuous improvement initiatives.
Prior to his current role, he has held strategic, global leadership positions within Technical Support, Sales Management, and Product Management.
Grecsek holds an MBA from the University of Tennessee and BS in Materials Engineering from Drexel University.
Candace has the pleasure of serving as Chief Customer Officer at Relias, overseeing the functions of Customer Success, Professional Services, Support, and Client Care Operations. She sees her role as all things customer obsession, focusing on driving customer engagement and positive outcomes. Working in an organization focused on healthcare and growing the talents and opportunities of healthcare workers means she and her teams have the privilege of driving real change across many aspects of the healthcare continuum.
Having joined Relias in 2013, Candace has led several key teams including Customer Success, Support, Professional Services, and the Solutions Group. Prior to joining Relias, she worked as an archaeologist in the environmental compliance industry at Atkins and holds bachelor’s degrees in Archaeology and Religion from Baylor University.
Rachael is Vice President and General Manager for Rockwell Automation’s Global Services business. She is responsible for driving the growth and performance of a ~$1B business to deliver customer outcomes through professional services, data-driven connected and managed services, cybersecurity and infrastructure services, workforce development and asset management services. She is also responsible for the global Customer Success function for the company and is helping transform Rockwell Automation’s enterprise business models.
Rachael joined Rockwell Automation in 1997 and she’s held a variety of roles, including new product manufacturing engineer, sales engineer, senior product manager, global business manager and director, Global Sales & Marketing. Most recently, Rachael was regional vice president, North America Sales, Services and Solutions. In this role, she successfully drove above-market revenue growth, strong strategic initiative performance and improved sales force effectiveness. With a passion for people, Rachael has served as a mentor helping employees define and achieve career development goals. Additionally, in 2017 she was the Manufacturing Institute STEP Ahead award recipient for her outstanding work as a manufacturer, Rockwell Automation employee and leader in her community.
Rachael holds a bachelor’s degree in Industrial Engineering from the University of Wisconsin– Madison and a master’s degree in Business Administration from Marquette University in Milwaukee, Wisconsin.
As President Services, Shane is responsible for driving strategy, execution, innovation and business growth across SAP's global services organizations. He brings to this role broad experience in executive management, sales leadership, product management and innovation delivery spanning both enterprise software and the start-up community.
Shane has held leadership positions across various SAP business units in North America, Asia and Europe, heading Global Services Sales most recently. In the start-up community, he held board advisory roles and executive management positions with several successful fast growth start-ups.
Shane started his professional career in the United States Army and holds undergraduate and postgraduate qualifications.
Jim Roth serves as the Executive Vice President of Customer Support for
Salesforce where he is responsible for support operations globally for all
Salesforce products. Prior to Salesforce, he spent 17 years at Dell where
he worked in services, marketing and IT. Jim holds dual bachelor’s
degrees and a master’s degree from Northwestern University and a
Master’s Degree in Management from the Stanford University Graduate
School of Business. He resides in Austin, Texas with his wife Katy and 4
Kurt Kuelz leads Siemens's Worldwide Global Services organization. His organization is charted to ensure Siemens's clients realize maximum business value from their investment in Siemens solutions. By working directly with clients and partners Kurt's teams lead successful implementations through their deep domain expertise, exceptional product knowledge, proven methodologies and global scale. These attributes enable Siemens Global Services to support transformation initiatives that scale from leading large global enterprise deployments to enabling client or partner teams to be self-sufficient.
Kurt has been in the technology services business for over 20 years. Prior to Siemens, Kurt spent 20 years with PTC where, as the head of WW professional services he transformed PTC's professional services organization into a strategic asset that drives enterprise value for clients while being a growth and profit engine for the company. During his time with PTC, Kurt leveraged his unique client partnering skills as the executive sponsor to PTC's largest, most strategic and most successful clients.
Kurt holds a BS in Mechanical Engineering from Georgia Tech. He has lived in great cities around the world (Atlanta, San Diego, London, Munich) and is currently thrilled to be settled in Charlotte, NC with his family.
Doug Caviness is Vice President, B2B Strategy & Partnerships for cleverbridge, a leading provider of global billing & commerce solutions that remove friction from sales processes. His work focuses on sales automation and customer self-service for addressing high velocity / "long tail" customer segments in a channel-friendly way. Doug brings over 20 years’ experience in internet commerce, software and IT, having worked with companies ranging from startups to Fortune 500.
Vivian Gomes is the Chief Marketing Officer at CSS Corp. He is an industry thought leader with a strong professional track record of almost 2 decades in the IT and BPM industry.
Vivian leads a passionate team focused on strengthening the CSS Corp brand and helping grow the business. He has deep expertise in brand strategy, PR and communications, analyst relations, digital marketing, demand generation, inside sales, alliances and partnerships, thought leadership creation and market research. Under his leadership, CSS Corp has transformed into one of the world’s most awarded and analyst-accredited companies, that has the highest social media engagement through its LinkedIn channel. He has also set up a robust top-of-funnel demand generation ecosystem that has significantly scaled pipeline generation and new logo acquisition.
Prior to CSS Corp, Vivian held multiple leadership positions at organizations like Genpact, NIIT, Infosys and Cloud Lending Solutions (part of Q2 Software Inc), where he was widely credited for his analytical thinking and outcome-focused approach for solving complex business challenges.
Vivian is a regular contributor of thought leadership in the Tier 1 media, and speaks on various podcasts and event panels. He loves watching cricket and dabbling in stock markets. He has won several industry awards for his leadership and achievements in the marketing arena.
He graduated with distinction in Electrical Engineering from Manipal Institute of Technology and has an MBA in marketing from the Indian School of Business.
Briana Belisle has over 20 years of experience helping network-based companies harness the power of the model to accelerate growth while maximizing customer value. She is currently the VP of Marketing at Field Nation, the leading platform dedicated to bringing companies and skilled technicians together to complete field service work. Prior to Field Nation, she held several marketing leadership positions at SPS Commerce, the world’s leading retail network. Briana earned a Bachelor of Arts degree in Business and Sociology from Augustana University. In her free time, she enjoys hiking, traveling, and attempting to keep up with her kids.
Nicole Milstead is Senior Vice President of Marketing at FinancialForce, leading all aspects of FinancialForce's global marketing efforts including strategy, revenue marketing, marketing communications, brand growth, and customer voice. Additionally, she oversees the company's Salesforce alliances organization with a focus on collaborative marketing with Salesforce.
Nicole has more than 20 years of experience leading marketing, business development, and partner & alliance teams for some of the world's most successful enterprise technology companies. During her tenure at Oracle, she ran go-to-market, field engagement, and business development programs that drove demand through sales-specific requirements and alignment. Previously, she led analyst relations for SAP and began her career in a sales role at Gartner. Nicole holds a Master's degree from the University of Pennsylvania and a Bachelor's degree from Lafayette College in Pennsylvania.
With over a decade of experience under his belt, Adrian Speyer has spent his career creating beautiful, functional communities that enable brands to foster connection with their audiences around the globe. As Head of Community at Higher Logic, Adrian continues to fuel his passions for all things community through facilitating and encouraging others to build amazing communities of their own.
Jen Dodos is the director of marketing communications at Mavenlink, where she's responsible for driving brand awareness and preference and oversees public relations, social channels, media relations, brand management, content strategy, events and multi-channel marketing programs. Jennifer has been a leader in technology marketing for more than 20 years, most recently at Toshiba acting as the director of marketing communications. At Toshiba, Jennifer was responsible for all aspects of the global marketing program including execution of marketing communications strategy, positioning, public relations, corporate sponsorships, brand management and more.
Robert Saxe is nVision Consulting Group’s founder and managing director. His career started at IBM and has spanned more than 25 years, having held senior leadership roles at IBM, AT&T, Nuclio, and Expanets, and managing multi-billion dollar customer and channel relationships. Robert founded nVision Consulting Group in 2007. He has subject matter expertise in business strategy, financial modeling, digital transformation, channels and route to market strategies, product and service creation and portfolio management. He has delivered consulting engagements in more than 50 countries across six continents that have been tied to billions of dollars in value realized for nVision’s clients globally.
Louise K. Allen is Planview’s chief product officer responsible for the Products organization spanning product strategy, positioning, and roadmaps for Planview’s Portfolio Management and Work Management solutions. She has more than 20 years of experience in strategic product direction with a passion for delivering innovative products and solutions to the marketplace. Louise has been a driving force in Planview’s diversity and inclusion initiative by co-founding Women@Planview ERG.
Mat Cagney is the CEO at Renewtrak and is obsessed with connecting Vendors to their customer to turbo charge renewals and recurring revenue process for any product, any channel and any customer. Mat has spent the last three years at the largest fintech disruptor in Australia where they transformed the payments ecosystem around millennial buying behaviors. Prior to that, he spent five years delivering digital and customer-first technology platforms to some of the largest banks in the world.
Ben is the Founder and CEO of ScreenMeet. ScreenMeet is the first Modern SaaS cloud-native solution for co-browsing and remote support. Ben is a serial entrepreneur and sold his last company into the GoTo business unit of Citrix which later merged with LogMeIn. An industry expert in collaboration and real-time systems, Ben and his team are excited about bringing the next generation of technology to the Help Desk and Call Center industries. Ben is a graduate (magna cum laude) of Amherst College and received his MBA from NYU. He is a Crown Fellow of the Aspen Institute.
Gail Propson is the Director of New Business Development for SERVICE 800 based in Minnesota. In this capacity she creates partnerships with clients creating customer feedback programs to go beyond the numbers. Programs move customer insights to action that impact the bottom line.
Gail has 25+ years of account development experience across multiple industries including technology, training & education and services. She has established a proven track record of growing revenue and developing long term client relationships.
Early in her career she learned that people work with people they like, enjoy and trust. The process of choosing a partner can be deeply personal and the interpersonal dynamics are critical to both buyers and sellers. Relationships count and trust is key.
When Gail is not at work, she enjoys spending time with her family along with boating on Lake Superior and camping in the Boundary Waters Canoe Area.
Kevin Cox is the head of marketing for TheLoops. TheLoops transforms the support experience with data and automation, ensuring customer success is at the heart of digital business. Kevin has led marketing at a number of startups and enterprise software companies. Before that Kevin also worked for prominent advertising and digital marketing agencies on major consumer and technology brands. He holds an M.B.A. from the Thunderbird School of Global Management and a B.S. from the University of Southern California.
Sheryl leads the combined Professional and Installation Services and Program / Project Management Office (PMO) organization covering all the Americas for Toshiba Global Commerce Solutions (TGCS). This organization is comprised of over 200 professionals delivering high impact retail solutions to clients. In her role, Sheryl and team drive quality, on-time delivery of professional and installation services to retail clients allowing them to realize their desired business outcomes and return on investment. These solutions range from state-of-the-art self-service, mobile, online, and other point-of-commerce systems. Under Sheryl's leadership, the PMO also manages the delivery of our TGCS Software Portfolio roadmap.
Sheryl has 20+ years of progressive leadership experience directing product strategy, engineering innovation, and program growth for both software and hardware solutions at IBM and Toshiba. She is a results-driven leader of leaders who empowers multidisciplinary engineers and developers with the right project management structures, accountabilities, and tools to produce solutions of highest quality, scalability, and profitability. She is a proven authority widely published as a subject-matter expert and the holder of five patents. Sheryl is a graduate of Clemson University where she received her BS in Mathematical Sciences and MS in Computer Science. She lives in Raleigh, NC with her husband and two children.
The Technology & Services Industry Association (TSIA) is dedicated to helping technology and services organizations large and small grow and advance in the technology industry. Find out how you can achieve success, too. Call us at (858) 674-5491 or we can call you.