Speaker Biographies. Brad Barbera Director of New Product Development Fellowes, Inc.

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1 Brad Barbera Director of New Product Development Fellowes, Inc. Speaker Biographies Brad Barbera is a Certified New Product Development Professional and Director of New Product Development in the Technology Accessories division of Fellowes, Inc. He has nineteen years of experience in consumer goods NPD, developing and commercializing dozens of new home goods, personal care, food, and ergonomic products. He created and serves as the Chairman of the Fellowes Global Sustainable Business Committee, and serves as the lead scientific advisor on green business practices for the company. In his Product Development leadership role, he has trained staff in and facilitated guerrilla market research techniques, strategic planning, idea generation, and project portfolio management. Jim Carroll Futurist, Trends & Innovation Expert Jim Carroll is one of the world!s leading futurists, trends & innovation experts. And it!s his inspirational, transformative thinking that will help you discover opportunity in an era of highvelocity change. And in his most recent keynotes and leadership sessions, he has been helping his clients meet the challenges of the economic contraction by focusing on innovation, and by aligning their strategy to fast-paced future trends. Jim has a tracked record of providing unique guidance on cutting edge trends, and identifying opportunities for innovation, to some of the most prestigious organizations in the world. When the Walt Disney Corporation went looking for an expert on the topic of innovation and creativity, they went with Jim Carroll! When the Readers Digest Food & Entertainment Division, the publisher of such innovative magazines as Everyday with Rachel Ray, went looking for a keynote speaker for a New York City based symposium on marketing and advertising trends, they went with Jim Carroll. And when the US College Board searched for an inspirational futurist who could address the future of education, for an audience that includes leading educators from Harvard, Yale, and 100 other top US universities and colleges, they chose Jim Carroll! Such high profile events are typical of the many globally recognized organizations who have discovered the bold & inspirational insight on future trends and innovation that Jim provides. In the last fifteen years, he has proven himself as one of the world's leading futurists, trends and innovation expert, with a diverse client list that includes Motorola, Nestle, the British Broadcasting Corporation, Caterpillar, Lincoln Financial, CapitalOne, the American Nursery and Landscape Association, the Swiss Innovation Forum, Toshiba Australia, the World Healthcare Innovation and Technology Congress, and the Sporting Goods Manufacturers Association. What's Jim Carroll"talking about? Global economic trends; hyper-innovation; rapid time to market; the latest consumer trends; collapse of product lifecycles and high-velocity marketing; the skills crisis, managing Gen-connect and the new workplace; creating high performance,

2 change oriented teams."achieving innovation and opportunity in an era of economic challenge. You name it"-- this global thought leader is talking about it. Jim has become internationally recognized for his cutting edge insight. He was named by Business Week as one of four leading sources for insight into creativity and innovation, and was a featured panelist on the CNBC prime-time series, The Future of Innovation, with host Maria Baritoromo. The global financial powerhouse, Credit Suisse, sought his insight into issues of economic growth for their global publication, Bulletin. His insight has been covered in ABC News, INC, Fast Company, CNBC, the South China Morning Post (Hong Kong), The Age (Sydney, Australia), CAPITAL Magazine (Dubai/United Arab Emirates) and CEO Magazine Hungary. In addition, he has written over 3,000 articles for a wide variety of print publications. As an author, columnist, media commentator, and consultant, Carroll is completely focused on creativity and innovation, insight that is captured in his books, Ready, Set, Done! How to Innovate When Faster is the New Fast and What I Learned From Frogs in Texas: Saving Your Skin with Forward Thinking Innovation. What does Jim bring to your meeting or event? Insight, wisdom, inspiration and extremely customized insight. He has carefully studied the key strategies and leadership ideas that have permitted some organizations to achieve breakthrough innovations and absolutely compelling levels of creativity. Jim's experience and ability to customize each engagement allows him to be able to address almost any industry. He has undertaken detailed research into a wide variety of industry trends, including agriculture, health care, pharmaceutical, telecommunications, retail, consumer products, economic development, financial services, insurance, education, and many others. Global clients such as Disney, DaimlerChrysler, Caterpillar, Nestle and Motorola didn't choose Jim for a canned speech"- they chose Jim Carroll"because of his worldwide reputation for providing a highly customized, energizing and unique presentation into the future, innovation, and issues of creativity that directly relates to their issues, challenges, opportunities and concerns. Of course, every presentation needs a title, and consider a few of the recent ones that his clients have used to promote their event or meeting: Chris Colson Senior Director Equifax Chris Colson, Product Manager for Equifax Inc., has over 25 years combined experience working in financial services, software development and alternative delivery channel technology. His financial services experience spans several different markets, including credit, retail branch management, small business and corporate banking products and development. Colson's overall research has focused primarily on developing alternative channels, including Kiosk, ATM, IVR, , wireless, user-centric and interactive television, and expanding their feature and function capability. His new product innovation research has concentrated specifically on verification of unknown users and monetizing the opportunities they present. Colson currently operates as senior director for Equifax products: ists, ID and Fraud Platform, and enterprise B2B Portal.

3 Gary DeGregorio Distinguished Member of the Technical Staff Science Advisory Board Associate (SABA) Motorola, Inc. Gary DeGregorio is a Distinguished Member of the Technical Staff at Motorola, Inc. He is currently leading the Mobile Experience Delivery Platform project within Motorola s Mobile Devices business. Earlier, as part of Motorola Labs, he led the Enterprise Strategic Decision Management/Enterprise Knowledge Collaboration project within Motorola. He has worked in the area of business and system & software engineering process, methods, and tool applied research for over 24 years. His work in the last fifteen years has been focused on decision management, decision to requirements traceability, decision-based architecture definition, decision quality, decision-based processes, innovation and collaboration frameworks, knowledge/information architectures, as well as strategic roadmapping methods and tools. Gary is an Associate of the Motorola Science Advisory Board (SABA), one of the highest awards for technical achievement within Motorola. Gary started his career at Motorola in He earned a BSEE and MSEE at the University of Illinois, Urbana-Champaign. Gary is a member of the IEEE, the IEEE Engineering Management Society, the IEEE Computer Society, the ACM and the International Council on Systems Engineering (INCOSE). Gary is the founding member and co-chair of the IEEE P1694 Enterprise Strategic Decision Management Standards working group. Gary has presented at numerous international conferences and workshops on the topics of decision management, requirements management, decision frameworks, innovation frameworks and strategic roadmapping. Gary has been interviewed by the Editor-in-Chief of BPM Strategies magazine for an article "Decision Management is an Essential Business Process" for their "Industry Leader Q&A Section" which was published in September Gary can be contacted at Wayne L. Delker, Ph.D. Vice President Global Research & Development The Clorox Company Wayne L. Delker has been vice president - Global Research & Development since In this role, he serves as the company's chief technical and innovation executive, leading worldwide R&D developing the company's new products, packages and processes as well as providing technical and scientific guidance for the corporation and operating divisions. He also has responsibility for the company's product stewardship activities. Outside of Clorox he serves on the Scientific Executive Board of the Grocery Manufacturers Association and works with several organizations to promote science education and talent development in the United States. Prior to joining Clorox, Delker spent 14 years with General Electric, where he last served as

4 general manager of Six Sigma Quality and the general manager of Technology for GE Silicones. He also worked for five years as a research chemist for Union Carbide in Specialty Chemicals. A native of Pennsylvania, Delker holds a bachelor's degree in chemistry from the University of Chicago and received his Ph.D. in chemistry from Columbia University. John Fitch President Systems Process, Inc. John Fitch is the President of Systems Process, Inc. and has over 30 years experience in engineering management and methods consulting. He is a leading innovator in the field of Decision Management and Strategic Roadmapping methods and tools. His Decision Driven methods have been applied to a diverse set of high-tech businesses and government organizations. In 2008, John launched the Decision Driven Strategy web service to deliver these methods and proven decision patterns to a broader audience.. Dr. Niall Fraser Open Options Corporation Founder and Principal Scientist As founder of Open Options Corporation, Niall Fraser's research work formed the basis of the strategic software technology developed by the firm. As principal scientist, Niall is also responsible for the ongoing technical development of the Open Options software and for managing key client applications, including a wide range of manufacturing and service companies around the world as well as Canadian military and federal government organizations, US intelligence and military agencies, and international research firms. Prior to founding Open Options, Niall was a professor at the University of Waterloo in the department of management sciences. During that time, his academic research interests included conflict analysis, multiple criteria decision making, game theory, bargaining and negotiation, and compliance verification. Niall holds a Ph.D. in System Design Engineering. He is the author of four books and has also written more than 150 academic publications appearing in journals such as Multi-Criteria Decision Analysis, European Journal of Operations Research, Interfaces, Theory and Decision, and Group Decision and Negotiation. George Gibson Manager, R&D Portfolio Management Xerox Corporation George Gibson is (insert Steve s suggestion ), for the Xerox Research Center Webster. In his 15 years at Xerox he has held a number of positions in the management of research and new product

5 development. Prior to joining Xerox he held a number of positions in research, development and manufacturing for AM Graphics, Savin Corporation and the Shipley Company. George holds a B.A. and M.S. in Chemistry from the State University of New York Center at Binghamton (currently called Binghamton University), an M.B.A. from the University of Rochester s Simon School of Business and is a certified Lean Six Sigma Black Belt. He holds 52 U.S. patents and has authored 20 papers in the areas of imaging, colloids and polymer science. He is a frequent lecturer on liquid imaging technologies, decision theory and project and portfolio valuation. His professional affiliations include the American Chemical Society, The Society for Imaging Science and Technology and the Product Development and Management Society. Janet Giesselman General Manager Dow Oil & Gas, The Dow Chemical Company Janet Giesselman was named President and General Manager of the Dow Oil and Gas business for the Dow Chemical Company in June In this role she is accountable for leading the business strategy and launch for this new market facing business. Prior to this role she served as Vice President of Dow s latex business based in Horgen, Switzerland. Giesselman joined Dow in 2001 as Vice President of Disease Management and was later promoted to Vice President, Corporate Affairs for Dow AgroSciences in As V.P. of Corporate affairs she led Dow AgroSciences strategy and Global Government, Public and Regulatory Affairs. Prior to Dow, Giesselman held various leadership positions in General Management, Sales, Marketing, Operations and Supply Chain for Rohm & Haas. In her role as European business director based in Paris, France, she led the agrochemicals business. In 1997, she served as regional business and strategic planning director for Asia-Pacific. In , Giesselman was chairman of the Board of RohMid, LLC. Giesselman has served as Vice-Chair of the CropLife International Strategic Oversight Council and CropLife America Strategic Oversight Council. Giesselman has served on the Board of Directors for the Indianapolis Symphony Orchestra, the Executive Committee, the Compensation Committee and chaired the Human Resource Committee; Indianapolis Opera; Indiana University Research & Technology Corporation; and the Advisory Board of the Indiana University School of Medicine. Giesselman has a Master of Science degree from the University of Florida, and a Bachelor of Science degree from Pennsylvania State University.

6 David J. K. Goulait President Goulait & Associates David established Goulait & Associates in 2008 to enable the development of New Market Creation and Sustaining Growth business capability. His 35+ years of organizational design, management, process & product design, business creation, and practical experience enable him to create a new level of innovation and growth. While at Procter & Gamble Co., he led Innovation Productivity for P&G, where he created and led the Disruptive Market Innovation Program. In addition, David led R&D organizations responsible for New Product Development, White Space Expansion, and Technology Development in the business units. David is a member of PDMA and is a Certified New Product Development Professional. Marc Halpern Research Director Gartner Marc Halpern, P.E., Ph.D., is a research director in Gartner, where he is the lead analyst covering product life cycle management strategies and software applications in the Verticals unit. He focuses on design, engineering, product data management, manufacturing process planning and product portfolio management. He has more than 25 years experience in the roles of engineer, consultant, software developer, and industry analyst. All of these roles were related to product development. Dr. Halpern received his graduate engineering degrees at Carnegie-Mellon University and his Bachelors degree at Brown University. He is a registered professional engineer in the State of New York. Paul Heller Chief Technology Officer Sopheon Paul Heller, Chief Technology Officer, has 30 years of experience in software development and software technologies. He has been leading technology strategy and product development at Sopheon since Prior to joining Sopheon, Mr. Heller worked for Antalys, a leading supplier of sales force automation software, that was eventually acquired by the Baan Company. As vice president of product management, Heller played a central role in the development of the Baan front-office software products. Mr. Heller began his career with the IBM Corporation where he held a variety of positions in information technology, product development, sales, and consulting.

7 Michael Kitz Vice President, OfficeMax Brands Product & Development OfficeMax Michael Kitz is Vice-President of OfficeMax Brands and Product Development. During his career he has helped lead a steady stream of award-winning and business-building product innovations to build brands at some of the world s leading companies, including OfficeMax, Goodyear, Motorola, Honeywell and Procter & Gamble. Mike has been a champion of driving innovation by integrating deep consumer insights, new technology and new business models, overlaid with great design. Mike led OfficeMax into premium private label through the creation of the award-winning TUL writing instruments line, along with the creation of numerous other brands including DiVOGA, a line of fashion inspired office products, and InPlace, a line of premium office products helping people to be more organized. At Goodyear, Mike helped shape the Goodyear Assurance line of tires and the Goodyear ResponseEdge line of tires. ResponseEdge was the first to match Goodyear s patents on carbon fiber in automotive tires with the tuner market. The Assurance line and ResponseEdge line were Goodyear s most successful new product introductions in their history. Mike has been an evangelist for integrating design and design thinking into product development and brand building inside global corporations. He has worked with great design, brand and product development teams all over the world. Mike has spoken on innovation and brand building at numerous global conferences, IDSA conferences and events at leading universities. He holds a BS in Mechanical Engineering and a BA in Theology from the University of Notre Dame, and an MBA from the University of Michigan. John Lacontora Senior Manger, Innovation, Advanced Systems, AMSE, The Boeing Company Dr. John Lacontora is the Senior Manager of Innovation within the Boeing, Phantom Works, Analysis, Modeling and Simulations Experimentation organization. Prior to joining The Boeing Company in 2005, John served 26 years as an officer in the US Army and worked as a consultant to the Department of Defense in Learning and Performance Support Systems development and implementation. He also serves as the Founding Director of the Mid-Atlantic Institute for Simulation and Analysis. John holds a Ph.D. in Information System and a Masters of Science Degree in Engineering from the New Jersey Institute of Technology. Ron Lasser Professor, Electrical & Computer Engineering Tufts University Dr. Ron Lasser brings over twenty-five years of industrial experience and practical engineering knowledge to the classroom, student projects, research, and corporate ecosystems. His approach

8 is to inspire and apply critical thinking to real-life problems, then look toward innovation and technology to provide a solution. His creativity, high energy level and passion have yielded an impressive track record. Ron has worked with U.S. and international companies on product realization, innovation and technology, product definition, product portfolio management, and trouble-shooting. Ron has improved time-to-profit for small entrepreneurial companies to billion dollar international corporations to achieve bottom line results. Ron started his career in telecommunications and computers developing Unix and MS DOSbased systems and networks for AT&T Bell Laboratories. He worked at DuPont in their Electronic Prepress business developing scanners, document processing, and color imaging products. Ron was the director of engineering at General Scanning responsible for medical imaging and printing technologies and helped take the company public. Ron is a Professor of the Practice at Tufts University in the Electrical and Computer Engineering Department. He teaches course in Engineering Entrepreneurship, Senior Design Project, Linear Systems Theory, and Electrical Systems. He is a member of the advisory board for Hematotypes, Inc., a medical device start-up. Ron has a Ph.D. from Carnegie Mellon University and holds Master of Science and Bachelor of Science degrees in mechanical engineering, also from Carnegie-Mellon University. He has completed the executive education Strategic Marketing Management program at the Harvard Business School. He research interests include digital image processing and animation, innovation, product portfolio design and dynamics, and structuring organizational ecosystems for success. He works with the Nerd Girls (www.nerdgirls.org) on renewable energy technology and design. Janice D. Lewis Director, Global Enterprise Architecture, Pfizer Janice Lewis is a Director at Pfizer in the Global Enterprise Architecture group in IT. She started in the architecture team at Pfizer in 2002 with a focus on business and information architecture for Pfizer Research. During this time, she also established metadata management and reference data / master data processes and solutions for the broader organization. Her current focus is on portfolio and governance of architecture including oversight of enterpriselevel standards, roadmaps and reuse across all business and service areas. Prior to joining the architecture team at Pfizer, she was a Quality Manager for Finance, HR and Operations systems at the company where she established development lifecycle and service level agreement standards in addition to her quality management activities. Before joining Pfizer, Janice spent 15 years at General Dynamics, Electric Boat division first in electrical engineering and then in IT. She led groups doing IT strategy, development,

9 maintenance and administration work supporting all engineering disciplines. Later, as the Supervisor of Architecture Planning and Development for the company, she developed, implemented and led an enterprise-wide project portfolio process and she worked with procurement specialists across General Dynamics to standardize procurement practices and solutions. She holds a bachelor degree in Computer Engineering from the University of Connecticut, a masters degree in Computer Science from Rensselaer Polytechnic Institute and a certificate in Drug Development from Temple University. David Matheson, Ph.D. Co-Founder, President and CEO SmartOrg, Inc. Dr. Matheson has helped senior management of firms in the United States and Europe improve the value of R&D, product development, innovation, capital investment and strategy. His practical experience covers a wide variety of industries, including software development, biotechnology, telecommunications, chemicals, pharmaceuticals, manufacturing, electric power and entertainment. He is co-author of the best selling book, The Smart Organization: Creating Value through Strategic R&D (Harvard Business School Press). He co-founded SmartOrg in 2000, after a decade of consulting as a principal at SDG, to bring value-based management processes to customers through advanced software systems. His Ph.D. is from Stanford University where he is also a lecturer in the Advanced Project Management Program. Scott Mathews Technical Engineer The Boeing Company Scott Mathews is a Boeing Associate Technical Fellow and technical lead for the Business Engineering team within the Boeing research and development division. At Boeing he provides technical consulting to a group of mathematical engineers responsible for developing investment and risk models for new products and strategically significant projects. He has expertise in complex financial and investment decision modeling that features real option valuation. Scott has a number of patents and patents pending in the field. For the past 15 years he has been engaged in stochastic modeling, capital markets investment and financial analysis, and international strategic analysis. Previously, Scott was engaged in the United States, Europe, and Asia as an engineer in robotic control systems, artificial intelligence, and systems and software development. He has academic training in computer engineering, digital control systems, artificial intelligence computer science, and computational finance.

10 Tom McCarthy Senior Vice President Fidelity Tom McCarthy is the Senior Vice President of Technology Products for National Financial, a division of Fidelity Investments. Mr. McCarthy joined Fidelity in 2003 as Vice President of Product Management overseeing several product lines and has also has been actively involved with the strategy development for National Financial. Prior to joining Fidelity in October 2003, Mr. McCarthy was a founding employee and senior manager of GivingCapital where he led the sales, relationship management and product development areas. GivingCapital is a developer and distributor of complex wealth management products focused on charitable giving solutions. Previously Mr. McCarthy was a Vice President at PaineWebber where he was responsible for the overall strategic direction and product management of the PaineWebber EDGE and Open Financial Exchange (OFX) product lines. He also held senior positions in product management and business analysis at Fiserv, where he developed reporting and transaction cash management software solutions for corporate banking clients. Mr. McCarthy received his BS and MBA in Finance from Fordham University. Mike McGlogan, Vice President, Open Options Corporation As a Vice President at Open Options, Mike McGlogan is responsible for client business development. He also participates in facilitating the Open Options game theory process at client sites and interpreting game theory results into practical action plans. Prior to joining Open Options, Mike had an interesting and varied career. He served as an officer in the Canadian Armed Forces, followed by 10 years of work as a Senior Executive responsible for trading bonds and treasury bills for several international brokerage firms. For 5 years, Mike also represented security software firms Intellitactics and BindView Development. At both these organizations, he was responsible for managing their Canadian sales operations, selling Enterprise Security Management software to large government and corporate enterprises. Mike is a graduate of the Wilfrid Laurier School of Business and Economics and has taken numerous military, investment and information technology related courses.

11 Dennis Piccininni EVP, COO PDWare Dennis Piccininni is a seasoned corporate executive, with a track record of strategically growing software businesses. A creative and innovative thinker, with a deep understanding of corporate structure and culture, Dennis consistently produces top-line revenue and profit growth while building a strong corporate infrastructure and an operational model designed to sustain long term growth. Dennis brings over 30 years experience in the software industry to PDW. Most recently, his abilities to develop highly motivated and talented teams have led to stellar results at AXS- One, in his position as Executive Vice President of Sales and Marketing. As President and CEO of Systemcorp, he developed a strategic enterprise level software and professional services organization. At ABT Corporation, as Vice President and General Manager of the Americas, Dennis restructured the organization towards solution selling and steered the company toward a leadership position in its field. Earlier in his career, Dennis held positions including Vice President, General Manager, Regional Manager and President of his own company. Dennis received his BS in Business Administration from the New York Institute of Technology. Armando Reyes Senior Manager, IS Strategy & Planning USCellular Armando is a Sr. Manager for IS Strategy & Planning at U.S. Cellular responsible for Portfolio & Financial Planning. His 16 years of experience across the beverage, manufacturing and telecommunications industries include applying Management Science Techniques to planning and optimization models. His undergraduate degree is in Industrial Engineering and he has an MBA from the University of Texas, Austin. Prior to joining U.S. Cellular, Armando was an Operations Research Analyst in the Philippines and then a Supply Chain consultant at a Big 6 firm. His team at U.S. Cellular is responsible for managing the pipeline of IS projects and aligning resources with enterprise demand. John Savoia Strategy Planning Specialist USCellular John is a Strategy Planning analyst at U.S. Cellular responsible for managing and optimizing their portfolio of initiatives. He has an undergraduate degree in Mathematics and 8 years of experience in resource capacity planning and scheduling across the manufacturing and telecommunications industries. He was responsible for developing and implementing the frameworks and models currently used at U.S. Cellular IS. These models allow the IS organization to objectively use data to evaluate project funding needs and perform robust scenario analysis resulting to a feasible and balanced portfolio.

12 Lisa Shoop Director of Product Development--Airline Solutions Sabre-Holdings Lisa is a Director of Product Development at Sabre-Holdings. She has over 17 years of experience in the IT industry spanning many aspects of software development. Currently she is responsible for developing software products in Airline Solutions that help airlines of all sizes worldwide cut costs and manage operations. She has held a variety of other leadership roles as it relates to product management, portfolio management, business analysis, project management, and business processes. Contact Lisa at Daniel Smith Principal Enrich Consulting Daniel Smith, a Principal at Enrich Consulting, specializes in R&D portfolio management and strategy development. His recent work includes leading the successful design and implementation of integrated project evaluation and portfolio management systems in the pharmaceutical, biotech, and high tech industries. Prior to joining Enrich in 2000, he served as a consultant with Applied Decision Analysis, where he applied quantitative techniques to R&D project and portfolio decisions for a wide range of clients. Mr. Smith holds a graduate certificate in Engineering Management from the University of Cambridge, an M.B.A. fro m Santa Clara University, and a B.S.E. in Mechanical Engineering from the University of Pennsylvania. Tavor White Director PRTM Tavor White is a Director at global management consulting firm PRTM. He has over twenty years of experience in helping companies optimize their innovation capabilities by implementing best practice innovation management processes, including discovery and front-end processes, product strategy processes, and portfolio management processes, to enable them to grow their businesses. Tavor has significant experience in helping companies build portfolio management, project management, marketing, and other critical capabilities to achieve growth, revenue, and cost goals. He has assisted leading companies in reducing time to market, achieving quantum improvements in growth through new products, and rapidly expanding into new markets. He has managed PDMA conferences on portfolio management and for years taught a PDMA/IIR course on portfolio management best practices. He also served on the Executive Board of the PDMA. Tavor holds a BS and an MS in chemical engineering and an MBA, all from Columbia University.

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