Sessions From 2011 - 2014

December 5, 2014
Two Critical Steps on Our Journey to Leadership Effectiveness

One of the most exciting and cutting edge approaches to leadership development lies in the relationship between the effectiveness of a leader and his or her current level of adult development.

 We will take a look at the two levels that are most relevant to the growth of leaders in organizations today: Problem-Reacting and Outcome–Creating

These can be seen metaphorically as two distinctly different "operating systems" on which a leader might "run" his or her behavior and decisions.

Takeaways from the Session

  • Understand the two orientations and how they relate to results, energy (of the leader), and complexity in today's world
  • Experience first hand the difference between approaching a situation from each of these orientations
  • Reflect on the presence these two "operating systems" in the way that we lead

About Our Facilitator:

Ian Cook


Ian is a professional speaker, trainer, facilitator and executive coach. His expertise and passion lie in helping mid-to-executive level managers lead effectively at the “micro” level, in that interpersonal space between themselves and the individual employee. In Ian’s words, “Effective micro leadership practices yield macro results!”

Since 1988 when he founded his company, Fulcrum Associates Inc., he has worked with thousands of managers from over 250 clients from the private sector, major trade and professional associations, small business, government, and not-for-profit organizations.

Ian is a Certified Speaking Professional. CSP is the highest earned designation conferred by National Speakers Association and the Global Speakers Federation. He has a Bachelor of Commerce degree from McGill and, from Cornell, a Master of Industrial and Labor Relations. In addition he has been a lecturer in Ryerson University’s Faculty of Business and has a diploma in Gestalt Theory and Methodology from the Gestalt Institute of Toronto.

Ian channels his volunteer involvement through the community leadership organization, Leadership Fairfax Inc. A 2004 alumnus of the LFI signature program, he has served on the Board of Directors, chaired their Program Committee, and currently presents a one day program in LFI’s Emerging Leaders program.

He and his wife Linda, also a principal in Fulcrum, reside in Vienna.

Contact Information

November 7, 2014 
Will Rogers - Common Horse-Sense Leadership

Will Rogers was an entertainer and common sense thinker. He never held any “leadership role” unless you count being the Honorary Mayor of Beverly Hills. 

But Will knew personally, and was friends with, many prominent leaders, including Henry Ford, John D. Rockefeller, Florenz Ziegfeld, Franklin Roosevelt, Calvin Coolidge, Charles Lindbergh, and Amelia Earhardt.

“Will Rogers” will share some common horse-sense of his own and some he picked up from these and other leaders. Will said, “Henry Ford has always had more common sense than anybody.” Complimenting Coolidge, he said, “You put horse sense into statesmanship.”

Ford said, “Even a mistake may turn out to be the one thing necessary to a worthwhile achievement. Success is 99% failure.” He also famously commented, "People can have the Model T in any color - so long as it's black."

The famous aviator, Amelia Earhart said, “Never interrupt someone doing what you said couldn't be done,” and also “Women must pay for everything. They do get more glory than men for comparable feats. But, they also get more notoriety when they crash.”

In addition to common sense leadership, you’ll hear Will’s comments on politics, presidents, banking, and farming. Also you’ll see a few photos of Will and friends.

Takeaways from the Session

  • Be willing to take risks, learn from mistakes, and move forward
  • Have a vision, and communicate it clearly
  • Give others free rein to do their best
  • Keep laughin’, keep learnin’, and keep pullin’ together

About Our Facilitator:

Will Rogers
(Randall Reeder)

Randall Reeder has been speaking as “Will Rogers” since 1996 when he was "discovered" by an Oklahoma professional speaker, Dale Minnick. He told Randall that "God put you together to remind us of the most admired man in the U.S. in the 20th Century."

Although Randall does not claim to live up to that high calling, he gives a lot of talks to businesses and organizations across the country, and writes a “Weekly Comments” in Will Rogers style.

In 2013 he published a book of Will Rogers’ quotes and stories about agriculture that he compiled, called “I Never Met a Farmer I Didn’t Like.” He is completing a book that includes his comments on the economy (and related quotes by Will Rogers), called “The Great Recession of 2008 to 20??.”

He grew up on a farm in West Virginia and was on the faculty at Ohio State University from 1979-2011 as an Extension Agricultural Engineer.  


Contact Information

Randall Reeder
"Will Rogers"

October 3, 2014 
Leadership – Extrovert Or Introvert?

In many firms, men and women are promoted to management positions based at least partially, on their personality.  If they are quick to speak up, quick to take action, and good at chatting up a crowd, management sees this as demonstrating leadership ability.  They are the extroverts of the world.  The result is that most managers are extroverts and many, and in some industries most, of the people they are managing are introverts.

The needs and motivations of these two personality types are very different and can come into conflict in workplace leading to hurt feelings, lost motivation, and a tense, unproductive office.

This discussion will cover what it means to be extroverted and introverted, and what each type seeks, and avoids.

We’ll talk about the strengths and weaknesses we’ve seen between them and talk through how those differences can be best used to achieve our goals.  We’ll also share our experiences where the best of management and employee intentions lead to problems in the office and ways we’ve found to avoid them in the future. 

The leadership goal is to get the most out of our team by respecting who we are.

Takeaways from the Session

  • Is an Introverted Leader a paradox of terms?

  •    How best to lead a diverse group

  • Some approaches from experience.

About Our Facilitator:

David Oppenheimer

David Oppenheimer is a technical management consultant, author, speaker and future educator.  He has worked in the software field for over 30 years building systems for commercial and government clients. 

He was a principal and technical director at SRA International where he founded their Knowledge Management practice, headed the R&D division of General Dynamics’ Homeland Security Analytical Systems Group, was CTO of Omnipod, Inc and later VeriFIDES Technology Corporation and is currently the President of Nerd Herder Press.

David has made a career out of bridging the gap between the highly intelligent but socially awkward technology teams and the business world.  He is the author of “The Nerd Whisperer”, a book about how to manage these introverted but brilliant personalities.  

He holds a Bachelors degree in Physics from Hampshire College, a Masters in Engineering Management from the George Washington University, and a Project Management Professional Certification from the Project Management Institute. 

He lives in Fairfax, Virginia with his wife, Elise (also a Nerd Herder) and is the proud father of Megan who, despite her best intentions, is also in the technology field.  


Contact Information

David Oppenheimer
Nerd Herder Press 

September 12, 2014 
All Good Things...

There will come a time when all of us will (or have already) shifted our role relative to the workforce in some way:

  • sell our businesses

  • close them

  • shift to another “career” (including some form of retirement).

    In this interactive session, we will consider the Final Frontier - its effect and the opportunities presented.

In the next fifteen years, the majority of boomer-built privately owned companies will change hands:

  • Top 10% + of boomer companies will have aggressive suitors and profit handsomely
  • Next 30% - 40% of their companies will require hard work to prepare for sale and they will receive less than they expected/planned/hope
  • The bottom 50% ± of these companies will be of little interest and the jobs, relationships, and equity built over decades will vanish.

The exit matters, for the owner, the employees, and the customers. The opportunity comes from the need for sustainability after the “hub of the wagon wheel” leaves.

Whether an owner or a doer, the how, when, conditions and manner in which we intend to make this shift and what the roadmap might look for us – and for those who follow our leadership is the legacy we leave behind or create going forward

Takeaways from the Session

  • The Final Frontier from different perspectives 

  • Weaving leadership with legacy

  • Some approaches from experience.

About Our Facilitator:

Michael G. Schutta, Ph.D.
Schutta Business 
Transformation Consultancy, LLC

Mike is an experienced, senior Business Transformation consulting professional. His skill set includes Change Management (Ph.D.- Counseling), Project Management (PMP) and Lean Six Sigma (MBB – Master Black Belt). He is also certified to administer and interpret the Myers-Briggs Type Indicator (MBTI). 

He has engaged with both federal and commercial clients in creating solutions for organizations and businesses to achieve higher levels of efficiency and effectiveness. 

He has worked in both the government and private sector including experience in defense, aerospace, financial and insurance services, environment, healthcare and manufacturing. He has a considerable experience in coaching and mentoring organizations at all levels from executive leadership, to middle management, to front line employees. 

Currently, he is an Associate Director at Herren Associates – a Washington DC-based management consulting firm. He is also the founder and Senior Principal for Schutta Business Transformation Consultancy, LLC. 

He started his career as a Marine Corps veteran (retired) and went on to consulting roles with Coopers and Lybrand, CSC, the George Group and most recently a senior principal at Accenture.  

Contact Information

Michael G. Schutta

Founder and Senior Principal

Schutta Business 
Transformation Consultancy, LLC. 

Mobile: 571-217-5867


August 1, 2014


In today’s business things are complicated and leaders tend to promote that thought. Why is that? From meetings to tasks, people find themselves overwhelmed due to the complexity of the day.

What can we do to create momentum in the direction that the company needs to go…?

If we strive toward simplifying the work around us, things become clearer and the tasks become more manageable.

 “It I had more time I would have written a shorter letter”
        ~ Mark Twain.

This is an interesting quote helping us realize that it take effort to create simplicity.

Takeaways from the Session

  • Understanding Complexity
  • Importance of Chunking
  • Changing one Habit to promote drastic and revolutionary changes.
  • The Simple Rules

About Our Facilitator:

   Jeffrey P. Hunt

As an entrepreneur at heart, I started business like most kids, paper routes and cutting lawns. My first real business was a yacht detailing business that I started at the age of 20 with my friend Alan that is still in existence today….over the years I have had successes as well as some “crash and burn” failures. Through these experiences, I continue to hone my skills as a leader. I am looking forward to speaking to you on how you can Simplify your business.

I presently run a small business coaching company called STAIR Tactics where I meet with people and help them to implement improvements on their businesses.

I am also President of a company called INCENTA which is dedicated to companies and how they buy health care for their employees.

I am honored to be on the board of the FCA – Fellowship of Christian Athletes and am very active in my church.

Contact Information

Jeffrey P. Hunt

Your Business Coach

STAIR tactics


July 11, 2014

Leadership and Modern Communications

Yes, leadership tools of the 21st century have made us more efficient, but at what cost?

Do you feel we’re making positive (or negative) strides as communicators?

The more elaborate our means of communication, the less we communicate.” 
    -Joseph Priestley

Accurate quote? As we’ve adopted the very technology that promised to make life easier and more efficient, for many of us it has only made life more difficult.

Relationships have become less human and leadership has become more challenging.

[VIDEO] Jerry Seinfeld on Modern Communication

Takeaways from the Session

  •     Replace tired & trite cliches with “Power Words & Phrases”
  •     Communicate effectively … not just efficiently
  •     Demonstrate integrity and humanness to build trust & rapport

About Our Facilitator:



Steve Dorfman

Before founding Driven to Excel, Inc in 2006, Steve spent 11 years as a sales consultant for a luxury automaker. Yes, the car business … not exactly a business with a reputation for impeccable customer service.

So when Steve entered the business at 23 he was determined to make a positive difference by creating remarkable client experiences.

Steve went on to earn “Salesman of the Year” 7 years in a row, while maintaining a CSI (Customer Satisfaction Index) rating in the top 1% nationally. He worked by appointment only as his repeat and referral business rocketed to unprecedented levels and ultimately translated into 70% of his sales.

All of this earned Steve a very comfortable income from his 35-hour workweek … which proves that subscribing to a culture of impeccability has its rewards.

Before the car business, Steve spent 8 rapid-growth years in the hospitality industry.

Today, Steve Dorfman also hosts the We Mean Business! TV show and has conducted more than 75 interviews with thought leaders, top executives, and bestselling authors.

In 2007, he co-founded the 300-member YPLG (Young Professionals Leadership Group).

Leaders hire Steve to motivate, educate, engage, and develop front-line staff with interactive trainings and continuous development programs that result in:

  • “Employee-owned” remarkable experiences for customers and clients;

  • Consistent referral business, and;

  • Repeat customer loyalty

In turn, as you might imagine, all of this naturally translates into a strengthened culture and increased profits.

Contact Information

Steve Dorfman

Chief Customer Experience Officer


June 6, 2014

Change in an Established Environment

“Change is the only constant” – Heraclitus (Greek philosopher known for the principle of universal flux)

We see change daily:

·       the travel agents on every corner have been replaced by a garden gnome and bidding sites on the internet  

·       many of the desk and gate agents’ responsibilities at the airport are now done by a check-in kiosk

·       business computing, which took up an entire floor of a building, now reside in a portable device – like the smartphone – with storage in the cloud

Change is unsettling – it alters the status quo, is disruptive to established routines and procedures, and challenges our comfortable and pretty predictable world. It shakes up the established environment.

BUT change is required to progress. 

In this interactive session of the Leadership Breakfast of Maryland, Marc Hollander will lead us through two of the more challenging areas of change.

·       Shifting from local to enterprise/collaborative culture

·       Top-down culture change

Together we will share our thoughts and experience as a group and in small teams, and what we learn is applicable to any size group – from a 3-person shop to a 10,000+ person organization.

Takeaways from the Session

     ·       Do leaders change or does the environment?

·       Is change always as hard as it looks and feels?

·       Is change a bad thing?

·       Can an organization successfully change by force?

About Our Facilitator:


Marc S. Hollander
Integrity Federal Solutions, LLC

Marc is an entrepreneur and founder of Integrity Federal Solutions, LLC.  Known for his broad technical and management experience, he drives innovative technology and business solutions for both the federal and commercial markets.  As a result of his leadership experiences and understanding of business processes, he is a successful consultant and executive coach to C-Level executives in both the public and private sectors. 

Marc retired as a long-time member of the Federal Government, Senior Executive Service in 2010.  Mr. Hollander’s diverse civil service career spanned almost 25 years and encompassed every aspect of government policy, process, and IT services and innovation. 

Mr. Hollander has managed IT portfolios of more than $2 billion annual spending and staff of up to 1,500 technical and administrative professionals.  As the Vice President and Director, Financial and Enterprise Solutions Strategic Business Unit at SRA International, he was responsible for $230M annual revenue.

Marc is a decorated civil servant and US Army veteran.  Marc and his wife share their time between homes in northern Virginia and North Carolina.

Contact Information

Marc S. Hollander


Integrity Federal Solutions, LLC


May 2, 2014

What Lies Beneath: Listening for Values & Drivers

As leaders it’s essential for us to hear and understand what truly lies beneath people's behaviors, concerns and decisions.  

What really motivates them?  

What are their triggers and hot buttons?  

And how do we uncover this information?  

In this informative, interactive session you will learn proven methodology for listening and exploring others’ motivations and drivers to better assess needs, circumvent possible resistance and to build stronger relationships.  

Takeaways from the Session

  • How to discover behavior triggers and hot buttons before tripping them

  • Methods to reroute a reaction by others into a positive action

  • A framework to help assess why people react as they do

About Our Facilitator:

Margarita Rozenfeld


 Incite International       

Margarita Rozenfeld is the CEO of Incite International, an award-winning company providing organization development, facilitation, training and coaching services to non-profit, corporate and government clients.  Margarita is a frequent speaker on topics of leadership, cross-cultural communication and organizational development. 

Her expertise has been featured on the Fox Morning Show, Washington Business Journal, Washington Post and several books on entrepreneurship and organizational effectiveness. Clients include Pew Charitable Trusts, World Bank, Melwood, PricewaterhouseCoopers and Department of Education.

Prior to launching her company in 2001 Margarita was a Management Consultant at Booz Allen Hamilton.  Margarita began her career at Chemonics International, primarily managing USAID and World Bank-funded projects in Latin America and the Caribbean.  

Margarita holds degrees in International Affairs and Spanish from James Madison University, a graduate certificate in Organization Development from Georgetown University and training credentials from Coaches Training Institute.

Contact Information

Margarita Rozenfeld


Incite International


April 4, 2014

What is Trust? Does It Affect Leadership?

Is trust binary – either you trust or you don’t? Or instead are there categories of trust?

A classic Charlie Brown cartoon has Lucy holding the football while persuading Charlie Brown to run up and kick it – again, and Charlie convinces himself to do it – againThe result is the same as in the past – Lucy pulls away the ball at the last moment and Charlie kicks nothing but air, winding up on his back with a thud; humiliated and disappointed –again.

With a history of disappointment, why would Charlie Brown trust Lucy this time?

Trust has both an emotional and a rational side. The Charlie & Lucy example illustrates Charlie sorting through both sides.

Consider this:

How would you characteristic a baby’s trust in her parents?

What about the trust by participants in each other while doing Outward Bound?

Would you take seriously someone in a casual conversation with you who prefaces a revelation with “trust me”.

Trust is a complex concept – I have found it will vary based on the circumstances,spanning absolute, situational, contingent, or nonexistent.

How does trust work and how can it be created and nurtured?

Does Trust affect the leadership of an organization? If it’s strong? If it’s weak or absent?

There seems to be a lot to discuss about trust – together we will answer these and other questions in this interactive session of the Leadership Breakfast of Maryland.

Takeaways from the Session

  • The faces of trust

  • Ways you can establish trust

  • What leaders must know about trust

About Our Facilitator:


  Jack Gates

       Sales Lab       

Jack says technology is how we do things – not the things we do them with...those are just the tools. He develops new technology (the how) to get spectacular results for his clients using the latest tools (the things). In addition to working with clients to increase sales and improve operations, his assignments include strategic planning, acquisition assessment, fundraising strategy, executive mentoring, and general manager of a county club. 

Jack’s experience as a CEO, Director, and Chairman includes the disposal of 3 organizations and leading 2 organizations that were the target for acquisition – mergers and acquisitions up close and personal. He initiated the establishment of an industry association and served on the FCC Post 9/11 Emergency Communications Task Force. 

He blogs frequently about the evolutionary changes in business, leadership, and better communications. 

Jack founded the Leadership Breakfast of Maryland, meeting monthly since 2008; led the National Captioning Institute – a $22 M organization – as President & CEO; had senior executive roles with Union Memorial Hospital, Towers Perrin, Watson-Wyatt, and PRC in entertainment, health care, & human resource consulting firms; and has hands-on experience in operations, human resources, finance, client development, and marketing/sales. 

He was awarded a BS from Smith School – University of Maryland and an MBA – Finance from Southeastern University.

Contact Information

Jack Gates


Sales Lab


March 7, 2014

Do Corporate Values Work?

Values...Ethics...Virtue...These are among the key personal traits of a successful leader. Leadership is how the leader weaves these principles into the corporate psyche to create a stable and strong environment for success in the mission.

In this thought-provoking facilitated session, Dan Shyti explores the topic of corporate values. 

The central question that is placed before the group for discussion is what can leaders do to improve the ethics of their organizations?

What you will take away from Dan's facilitated session:

  • The typical values statement that appear in most corporations
  • How values are related to leadership character
  • How virtue is related to values
  • The 4 Powers of Leadership that every leader must master

About Our Facilitator

       Dan Shyti

Dan Shyti is an author, speaker, and mentor. He is the founder and president 
of 4 Power Leadership, a company dedicated to leadership training for corporate 
and government clients. Services include leadership seminars, keynote 
speaking, executive coaching, and public speaking training.

Dan was inspired to write “4 Power Leadership: Your Pathway to Leadership Success” 
because he saw too many entry level supervisors being thrust into their first 
leadership position without any leadership training.

4 Power Leadership: Your Pathway to Leadership Success contains practical 
knowledge that new leaders can put to use immediately. The information 
Dan provides is drawn from his experience and years of research in isolating 
the key characteristics that great leaders possess.

Dan is formerly a Vice President at L-3, a major technology and defense 
company. He has held various leadership positions in corporations and the military 
for 26 years of his 30-year career.

Dan is an alumnus of Pratt Institute, where he earned a Bachelor of Science 
Degree in Electrical Engineering.  Dan is also a distinguished military graduate 
of the Brooklyn Polytechnic University’s Reserve Officer Training Corps (ROTC) 
program. He served proudly in the U.S. Army Signal Corps for four years and 
attained the rank of Captain. 

Contact Information

Dan Shyti

4 Power Leadership


Phone: (703) 501-0946


February 7, 2014

Frank Reagan’s Leadership

Fifty years after television is a vast wasteland,” how has leadership fared?

That internet thingie is full of self-proclaimed leadership experts with nifty theories and better excuses. We can have a different wrinkle du jour every jour, with minimal impact. 

What if television turned out to a unique key to understanding leadership? 

What if a template for successful leadership is already available and creating excellent results?

On February 7th, Dick Davies will be sharing Frank Reagan’s Leadership, how a committed crew has taken on improving leadership and already won. 

Why should you attend?

  • Strengthen your personal leadership,

  • Develop, communicate, and share a coherent leadership strategy,

  • Awkward observations and memorable humor. 

About Our Facilitator

Dick Davies

Sales Lab

Dick Davies posts frequently on Sales Lab Posts, Through The Browserand The Leadership Breakfast LinkedIn Group

He leads Sales Lab and the Junior Academy of the Washington Academy of Sciences.

Contact Information

Dick Davies

Sales Lab

Email: DickDavies@SalesLabDC.Com

January 10, 2014

Why Do People Cheat?

Cheating is ubiquitous. The daily news in finance (Madoff), politics (McDonnell), and sports (Armstrong), testifies to this truth.

Ordinary people also cheat: three-fourths of 1800 students at nine state universities admitted to cheating and one-third of scientists confessed to engaging in questionable research practices. They also play golf, file tax returns, and submit insurance claims.

The Leadership Breakfast of Maryland program will interactively seek an understanding of why people cheat and what leaders can do to mitigate cheating across the board.

More details: This session will involve a didactic presentation along with experiential components to explore what cheating means. 

We will (1) characterize “big” and “small” cheating, (2) explore the evolutionary biology behind cheating (3) delineate behavioral economics, psychological dynamics and neural pathways underlying these types of behaviors, and (4) consider potential ways to prevent or, at least minimize, cheating in the personal realm, at work, and in our culture.


  • An understanding of the theories of why people cheat.
  • An appreciation of the complexity of the evolutionary biology, psychology, and neuroscience underlying cheating.
  • How to use what is known in order to prevent, avoid, and manage cheating in ways that actually work.

About Our Facilitator

Thomas Hoffman, M.D.
PScience Associates

Thomas Hoffman is a physician and laboratory scientist who completed a 20-year career in the United States Public Health Service at the Food and Drug Administration and National Institutes of Health as a research team leader, regulator, and science administrator.

Thomas combines his public and private sector experience in R&D and biomedical management with a thorough knowledge of classical psychoanalysis, contemporary psychology, and management theory. He is expert in individual and team dynamics, management science, and neuroscience. He is a clinician with a private practice, an academic (Johns Hopkins University Carey School of Business), and a practitioner, having founded the consulting firm, PScience Associates, which focuses on biotechnology, healthcare, and high-tech enterprises.

Thomas is married (Judith Kline Hoffman, LCSW) with two children, age 26 and 22. His outside Interests include: Yoga, Golf, Cinema & Theater, Culinary Arts, and The New York Times.

Contact Information

Thomas Hoffman, M.D.

PScience Associates

9419 Locust Hill Rd.
Bethesda, MD 20814

(301) 493 8630

December 6, 2013

Back To Basics – How Simple Leadership Principles Can Get Great Results Anywhere

Q: What leadership principles do the following turn-around efforts all have in common?

a. A cliquey, private elementary school PTA Board that went from raising $45,000 for the school in a good year to consistently raising annual revenue of more than $450,000 and funding the school with $150,000 a year in a few years.

b. A boys 13-and-under lacrosse team that went from an 0-8 record scoring only 6 goals all season to a 10-2 record the next year, scoring 54 goals and losing to the same team twice by only one goal, including the league championship game.

c. The New York City office of a national executive services firm went from $4.6 million of revenue and a net $395,000 loss in 2012 to more than $7 million of revenue and a net $400,000 profit in 2013.

A: Everything!

In all three examples above, there were minimal changes in the identity of the participants involved in each organization year over year, but the leadership approach was dramatically different than the approach inherited; the outcomes produced were radically reversed... and the participants had increased fun doing it! We will discuss the fundamental leadership principles that produced these results, and how very similar leadership change processes were successful across this wide range of different forums and participant types. 

In this session we will explore how leadership can quickly drive change in any organization, and how commitment to strong and consistent leadership, with effective execution, allows you and your team to work smarter, not harder, and achieve incredible results.

Take-Aways from this Session:

The discussion should be lively and you will walk away with:

  • A clear understanding of key leadership principles and how they drive change

  • Recognition of the wide range of organizations to which these leadership principles can be effectively applied to produce great results.

  • Understanding how leadership principles can drive rapid, enormous change, particularly when done using Stephen Covey's "7 Habits of Highly Effective People" and John Kotter's approach in "Leading Change".

About Our Facilitator

Jim McAndrews

Student of Leadership and Management Skills

James P. McAndrews III is a CPA and tax attorney with over 30 years of experience in accounting, corporate finance, law, tax, and major systems projects. Currently Jim is the Office Managing Partner for the NY Metro office of Tatum, an executive management and advisory services practice of senior operating executives providing clients with hands-on strategic, financial and technology leadership. Tatum’s compelling value is immediate integration into clients’ operations, leadership in the achievement of results, independence and objectivity. Prior to rejoining Tatum, Jim was a Tax Director and Co-Lead of the Tax Practice at Watkins Meegan LLC, a large regional public accounting firm based in Bethesda, MD. From 2005 to 2010, Jim was the Senior Vice President of Finance responsible for the Tax and Records Management departments at HealthSouth Corporation in Birmingham, AL. Prior to joining HealthSouth Corporation, Jim consulted in the Tax department at HealthSouth for nine months as a Partner with Tatum. Jim’s other previous engagements with Tatum included serving as the CFO for a privately held technology security company and working with a large corporate foundation to help the Board establish a new Audit Committee.

From 1985 to 2003, Jim worked at Freddie Mac in McLean, VA, serving as Vice President, Finance, Vice President, Corporate Tax, and Tax Counsel. Jim joined Freddie Mac to establish its corporate tax function, as the then $16 billion company first became subject to federal income tax. After 13 years in the Corporate Tax area at Freddie Mac, he took on other responsibilities reporting to the CFO. Jim began his career with Arthur Andersen & Co. in Washington, DC, rising to the level of Tax Manager.

Jim received his Bachelor of Science degree in Business Administration degree in Accounting with a minor in History from Georgetown University, and a law degree and his Masters of Law in Taxation degree from The Georgetown University Law Center in Washington, DC. He is admitted to the Bar in the District of Columbia, Pennsylvania, and Virginia, and he is a CPA in Virginia.

Jim has had substantial community involvement in a variety of leadership roles, including co-chairing the 1999 and 2000 Leukemia Balls in Washington, DC. He also has a long history of serving Catholic education at St. Mary’s Catholic School in Alexandria, VA, as well as serving the Arlington Catholic Diocese on the Diocesan School Advisory Committee. Jim values his work-life balance and has coached several of his five children in various youth sports, including soccer, basketball and lacrosse. He and Patty, his wife of 34 years, live with their youngest daughter, Theresa, in Arlington, VA.

Contact Information

James P. McAndrews III
Office Managing Partner, New York

Tatum, a Randstad company
One Penn Plaza, Suite 2435
New York, NY 10019

November 1, 2013

“C” is for Collaboration:  How Leaders Leverage their Circle of Influence for Greater Achievement

“Live by the three foot rule.  Surround yourself with people who will enhance you spiritually, emotionally, intellectually and professionally.”  Those profound words of David Jenks provide a leader with all the direction s/he needs to set in motion activities that lead to achievement.

This interactive session will explore the philosophies, principles and practices that allow leaders to receive the greatest benefit from the people with whom they associate.  It will also illustrate how we enhance our own lot by playing a role in the success of others.

The foundational principle that will be explored is known as the “master mind”.  It comes from teachings Dr. Napoleon Hill, the author of Think & Grow Rich, and the Law of Success in Sixteen Lessons.  While many have heard of it few have understood it well enough to benefit from it.  We will change that in this session.


Attendees will learn the following things from this session:

·        What the master mind principle is and how to invoke it

·        Multiple uses for the master mind in accomplishing objectives

·        Five elements that make it work

·        Making the master mind work for you in every aspect of your life

About Our Facilitator

Glenn Garnes


Village Connector Media

Glenn is an entrepreneur and business owner who has dedicated his professional life to helping other entrepreneurs and business owners equip themselves with the knowledge and tools they need to succeed in business. Affectionately known as “the connector”, Glenn is a licensed attorney who retired from the practice of law to more fully pursue his entrepreneurial passions. 

Glenn is a student of Napoleon Hill, the author of "Think and Grow Rich" and "The Law of Success in Sixteen Lessons", and teaches his philosophies and practices. Glenn is especially an advocate for collaboration. He teaches business professionals how to pool their collective energy, knowledge and talents to create better opportunities and outcomes for each other. Glenn believes that if it's worth doing it's worth doing together.

Contact Information

Glenn Garnes
Village Connector Media
“The People’s Prosperity Network”
(800) 306-6488

October 4, 2013

Throw Off the Restraints That Hold You Back. Use Your Fingertips.

Leaders and other employees do their very best work when they feel good. When they suffer from physical pain, emotional problems, and overwhelming pressure, their lives suck. Their work sucks too. And the same often holds true for those around them. Employees surely know this… ‘When the boss ain’t happy, ain’t nobody happy!’

Geez.  Wouldn’t it be great if we had a way to relieve those problems in real time, on the spot, quickly, and easily?

Well, yes Virginia – and Maryland and DC – there is a Santa Claus.

Emotional Freedom Techniques (EFT or “tapping”) has been scientifically and clinically proven to be effective in relieving – even eliminating – many negative emotional, physical, and psychological problems. In fact, EFT is also an incredibly effective tool in treating Post Traumatic Stress Disorder (PTSD), which seriously debilitates the lives of many of our returning troops and their families. So your issues should be easy!

EFT is based on a combination of 5000 year old Chinese acupressure and some aspects of modern psychology. It happens to be an example of recent discoveries in neuroscience: that our brain can be re-wired because of its neuroplasticity.

In non-clinical settings, ordinary people around the world are using EFT as a self-care method for relieving and ending their own physical pains, psychological and emotional illnesses, and phobias. Imagine the possibilities that may emerge when leaders are no longer held back by whatever is interfering with their potential to lead and manage well.


This will be an all-out, full-participation meeting, so come prepared to…

Experience EFT helping you and other humans let go of their real-time issues - LIVE!
Learn how to use EFT on yourself and how to help others
Leave with detailed instructions of everything you’ll need to know
Learn why and how EFT works
Discuss using EFT in business to enhance individual performance
Reduce the impact of your stress-related emotional/physical issues on the spot

About Our Facilitators

Bev Nerenberg

Bev was formerly an Executive VP of Operations for an Inc. 500 company and a Director of Operations for a chain of Montessori schools.  She learned about EFT in 2008, and it impacted
her health and happiness so positively and dramatically, that she shifted the direction of her life. Bev became passionate about teaching people how to substantially reduce and/or eliminate 
negative emotions, limiting beliefs, and physical aches and pains so they could live stress-free, 
more productive, happier and healthier lives.
  She went on to become a Certified EFT 
Practitioner, coach and trainer, founded Wellness At Your Fingertips®, teaches EFT to 
groups, and offers one-on-one sessions in person, by phone and Skype.

Lowell Nerenberg

Lowell was the founder and CEO of Computer Graphics Distributing Company, an Inc. 500 
(#144) firm. He went on to roll it up with five other companies, which then went public. He 
also co-founded a similar New England distribution firm which the public company acquired. 
Since 2005 Lowell has been an executive leadership and management coach, first as a Chair 
with Vistage, leading and coaching CEO and key executive peer groups. Lowell now works 
with individual companies’ CEOs and senior executives through his firm, Coach Lowell. He 
uses EFT as an effective tool to facilitate sustainable change for his clients.

Contact Information

Bev Nerenberg

Wellness At Your Fingertips®

(301) 602-3949


Lowell Nerenberg

Coach Lowell

(301) 467-6224

September 13, 2013

Leadership in the First Person - Mystery Speaker on Leadership Coming to the Leadership Breakfast of Maryland

For the September 13th meeting, a Mystery Speaker will address our group about leadership from a first person perspective.

A little about the Mystery Speaker:

  • a recognized world class leader

  • professionally built two massive entities successfully

  • people listen when the Mystery Speaker talks and is often quoted

  • responsible for the initial success of a world renowned startup

  • developed an existing organization from rag-tag operations to a clear winner

  • is an enterprising entrepreneur responsible for game changing innovation in agriculture, fisheries, and distillery sectors

  • these are just some of the highlights of a stellar career

  • a final point - he is a household name.

This session of the Leadership Breakfast is not one to miss – you may be surprised (and delighted) when the speaker is introduced, but will leave the meeting with unique insights about leadership of epic proportions.

Our monthly presenters at LBMD are superior, but this one is revolutionary.

Our Mystery Speaker

World Class Leader

Please register soon – this session will fill up quickly.

August 2, 2013

Employee Engagement: 3 Leadership Keys to Inspire Double Bottom Line Performance

We dream of a positive workplace with peak productivity and satisfaction among employees.   

Some have found the formula for making this dream a reality, while others struggle.

Join us for this interactive session that gives attendees an opportunity to  dissect three leadership tactics Gwen Kinsey used to leverage employee engagement to turn a dysfunctional, poor performing television station into an award winning organization that sold for 21 times cash flow.


Her leadership secrets for creating inspired followers?

·        Pull some weeds

·        Get out of the way

·        Take a field trip

About Our Facilitator

Gwen Kinsey helps entrepreneurial minded leaders inspire double bottom line results…profit and purpose. 

 Gwen is a consultant, facilitator and executive coach whose background includes progressive sales and top leadership roles in the television industry. She held management positions with publicly traded companies in six geographic markets. 

Her former broadcast employer called on her to serve as President and General Manager for 4 of the 10 stations they owned. She developed news departments that accomplished award winning product improvements, sales teams who outpaced market competitors in new business growth and led digital initiatives for Young Broadcasting.

Contact Information

Gwen Kinsey
GK Network, LLC
Website: GK Network Website
Phone:  (605) 212 – 8462

July 12, 2013

Leaders Are Storytellers: How to Use the Right Stories at the Right Time to Accelerate Your Success

Leaders lead by action and inspire with words. 
The most admired leaders are great storytellers.
Admired leaders balance personal and professional stories to 
inspire and build great organizations. 
Learn key steps into developing high impact stories that will 
resonate both inside and outside your organization.
Stay engaged with practical ideas and thought-provoking 
exercises you can implement immediately.
  • Think "deliberately" about the stories you tell
  • Realize that storytelling in business is both and art and a science
  • Start and maintain your own story library
About Our Facilitator

Ira Koretsky

“Think deliberately.” The mantra of a person who has made improving communications his life’s work. 

It all began some 30 years ago, at a high school science fair. Ira had presented his computer program on the heart and the circulatory system. One by one, the prizes were announced...third...second...first place. After nearly 100 hours of programming evenings and weekends, he slumped his shoulders and thought to himself, “I lost.” 

Then...Ira heard the chairwoman announce, “We are awarding the grand prize to a young man who could sell me my own pair of shoes!” And his name was called.

For more than 26 years nationally and internationally, Ira has been building his communication skills into a well-honed set of precision instruments. Within minutes, he will fundamentally change the way you communicate.

His most pivotal experience was serving as a public affairs officer in the United States Army Medical Service Corps. Trained in giving and preparing presentations for military and civilian executives, he gained invaluable insights into messaging, communications, and storytelling.

Living on both coasts, Ira has held various leadership roles in marketing and product management. After earning his MBA from the University of Maryland in 2000, Ira entered into the world of leading edge technology. It was while working in San Francisco and Silicon Valley he began to adapt his skills for use with the new, technology-driven tools today’s professionals have come to rely on.

And like all good communicators, Ira loves the stage. He performed improvisational humor professionally with ComedySportz in a career spanning 12 years and more than 1,000 shows. While performing, Ira had this epiphany: “improv mirrors life.” Life experiences stem from random and planned connections with people, and it is these experiences that help us to bond quickly with audiences.

Ira is an active blogger and writer, was a guest columnist for theWashington Business Journal, and an adjunct professor at the University of Maryland. 

He helped the a US government contracting firm win a $94 million multi-year project; Altum develop a proposal that had a 100% success rate in going to the final decision round; and the Centers for Disease Control and Prevention (CDC) secure Affordable Care Act dollars and $6.2M for the National Youth Fitness Survey.

Contact Information
Ira Koretsky
The Chief Storyteller, LLC.
Phone:  (301) 718 – 8368

June 7, 2013

Leading Under Sub-Optimal Conditions

You NEVER have the option of not succeeding.  Failures as steps to success are expensive and time consuming.  Thinking, studying, and experimenting are also expensive and time consuming, but the Return On Investment is vastly greater than a series of ill-considered, step-wise failures.

Or, as the Black Ops Guys say... “If you're gonna be dumb, you gotta be tough.”

In the book Optimizing Luck, Thomas Meylan (your presenter) and Terry Teays show what it takes to be an intelligent leader who builds smart andtough organizations on purpose.  They demonstrate that an organization is a system that can be designed and structured to succeed in bad times just as well as good times.  When times are good, the well-engineered organization behaves in Luck Optimizing, or LO, modes.  When times are bad, the same organization behaves in Fault Tolerant, or FT, modes. 

In the brief time allotted, Dr. Meylan will outline the issues you must settle and the skills you must acquire to build your team into a Luck Optimizing and Fault Tolerant machine that wins big under all conditions.  

As time permits, the interactive aspects of the presentation will focus on Leadership abilities required to use Fault Tolerance to convert an adverse situation into a business opportunity.


    What Leadership really is (and how different it is from what you ordinarily witness)

    What the Five Key Executive Practices for guiding the organization are

    What the Three Big Advantages a fully Fault Tolerant Organization will deliver are

About Our Facilitator

      Tom Meylan

Thomas Meylan has directed regional and national territories for major information technology firms as well as one of NASA Goddard Space Flight Center's most important international laboratories. 

He has specialized in the development of systems for new large-scale business starts, such as Bell Atlantic's (Verizon) internet service in the 1990s, and in the recovery of major project disasters, including labor relations meltdowns. 

His results are well known for speed of delivery, low cost, and over-all efficiency. 

Tom obtained his Ph.D. in Astrophysics from Georgia State University in 1990.

Contact Information

Tom Meylan

Email: tom

Website: Digital Clones

Phone: 301-864-8613

May 10, 2013

Can Leadership Be Taught?

Many of us can recall someone in a mandatory class setting with jaw set and mind closed – determined not to learn to defy 'them' (the source of the mandate) – so we have observed that students can actively resist learning by being impervious to new input and ideas. Same outcome can happen passively as well when the lessons don't 'stick'.

Can leadership be taught? Most people agree we can learn leadership, but can we actually teach leadership? If so, what does it take? 

Our May meeting facilitator is Ray Strackbein who has been teaching management and (he claims) leadership for over 25 years. 

By the end of this interactive session, you will have a better idea of what actually works when you try to teach leadership.


  • Elements of individual learning – including leadership
  • Can leadership be taught?
  • Practical aspects of teaching leadership.

About Our Facilitator


      Ray Strackbein


Ray Strackbein's career began with telecommunications and computer systems for business then evolved into speaking and training on a variety of technology and business topics.

Ray has delivered over 20 years of paid presentations worldwide. He has spoken in Sweden, England, Norway, Korea, Japan, The Netherlands, Canada, Barbados, and in all but a few of the States.

Contact Information

April 5, 2013


What's the path from idea to invention? 

Everyone talks about creativity as if it were a contemporary commodity, but it's one of the least tangible of all precious resources. 

The act of transforming blueprints and schematics into tangible, useful results requires acute perception, the willingness to abandon safe boundaries, and steely resolve. But creativity is like a muscle: abilities expand with use. 

Once regarded as the principal domain of artists, creativity has become the buzz word of the wired world, the engine of modern business models, and the new paradigm for social mores evolving in real time.

In this presentation, Michael Starobin will present ideas about how both artists and non-artists can generate creative solutions to wide ranging enterprises. 

Drawing on art history, space-based scientific observations of the Earth, and his own experiences inventing a new type of cinema for spherical surfaces, his talk will present concrete tools for tackling all sorts of creative challenges.


  • Creativity as a resource
  • Generating creative solutions
  • Tools for creative challenges

About Our Facilitator


Michael Starobin is the President and Creative Director for 1AU Global Media, LLC, a media production and communications consulting company.  His award-winning work has played at The Smithsonian Institution, The United Nations, Congressional and other federal presentations, television outlets, and numerous corporate venues.

In 2006, Starobin led the development of technology and procedures for delivering the world’s first movie created specifically for spherical screens. The resulting film he produced and directed, called FOOTPRINTS, continues to play daily in four languages on spherical screens around the world. Time Magazine named FOOTPRINTS one of the best inventions of the year. Starobin and his team used these techniques to produce the principal film shown by the United States delegation at the international climate summit in Copenhagen.

Michael's background includes a position as Senior Producer for Television and Electronic Media at The NASA Goddard Space Flight Center.  Earlier in his career Starobin worked in the Washington news corps, overseeing news and video distribution operations for Conus Communications, a national media company.  Before assuming a leadership position at Conus he started the company’s science and technology desk in Minneapolis, reporting on a wide range of subjects. Prior to Conus he worked in Public Radio as a producer.

Michael has an extensive background in the performing arts prior to his life in media, working on both sides of the camera in independent films, as a writer, and on stage. He graduated from Macalester College in St. Paul, Minnesota with a degree in Anthropology and honors work in biomedical ethics.

Contact Information

March 1, 2013

YOU, INC. - 
Tools and Strategies for Effective Personal Leadership

Realize your untapped potential and exercise your personal talents by leading yourself in all areas of life.

In this session we talk about:

Realizing Untapped Potential- seeing yourself as a service product, and taking stock of your personal assets: know-how, energy, time management, imagination, decision making, creativity, and leadership power. What would happen if you used just a little more of your potential?

Balance- assessing your Wheel of Life, defining success and making progress in all seven areas: physical, mental, career, family, financial, social and spiritual/ethical. Who motivates the motivator? Why is goal setting the strongest force for human motivation?

Visioning & Strategic Goal Setting- how thinking "from" an outcome rather than "of" the outcome and why structural tension can help you be a more powerfully creative force in your own life. Learn about a fun, creative and unusual goal setting tool, The Personal Vision Letter. What do you see from your future that is worth changing your present?

If you’re not making the progress you would like to make and are capable of making, it’s simply because your goals are not clearly defined.”

-- Paul J. Meyer, Founder, Leadership Management, Inc. and Success Motivation, Inc.

About Our Facilitator

     Edwards Holliday

Edwards A. Holliday is president and founder of Atlantic Leadership Group, established in 1989 as a Franchise Partner of Leadership Management Inc. (LMI) and serving private and publicly held organizations on the East Coast.

Atlantic Leadership Group is a performance improvement company focused on developing business strategy, leadership skills and productivity improvement. Edwards and his associates have a passion for producing results for CEO's and their management teams, as well as top producing advisors in the financial services industry.

His primary role is being the Advisor to Advisors of small, high producing teams committed to continuously growing, improving and transitioning their businesses. He drives results in increased client assets and revenue, improved clientele quality and developing raving fans. A longtime specialist in executive coaching, Edwards has experience in leadership development, strategic planning, productivity improvement, sales prospecting effectiveness and personal goal setting. For the past 23 years he has personally coached over 2000 individuals.

Edwards researches validated best practices and transforms proven ideas into innovative solutions for clients that include large firms such as Morgan Stanley, UBS Financial Services, RBC Wealth Management, Wells Fargo Advisors, and Oppenheimer & Co. His clients also include small to middle market privately held firms such as Sheehan & Co. CPA, Harkins Builders, Inc., TCA TrustCorp America, Bishop & Associates and Appelman & Schauben. He enjoys writing and has published more than 100 profile articles on business leaders and what makes them effective.

Edwards lives in Clarksville, Maryland with his wife of 17 years, Melba, and their two daughters, Sarah (15), a champion field hockey goalie and Elizabeth (11), a budding equestrian. He enjoys making his wife happy by doing endless home improvement projects, supporting his kids’ athletic and school events, motorcycling with the whole family and playing an occasional poker game.

Contact Information

Edwards A. Holliday

Advisor to Advisors

Atlantic Leadership Group

(202) 656-2388

February 1, 2013

Why Do People Do Stupid Things?

Do you ever scratch your head wondering why someone did something obviously incredibly stupid – even though the individual is not a stupid person?

Or how can several very bright business people - the top management of a software firm - collectively decide to keep two sets of books – one with actual figures and the other with how they felt the figures should be.

The Leadership Breakfast of Maryland program will interactively seek an understanding of why, and what leaders can do to mitigate stupid actions in the organization.

More details: This session will involve a didactic presentation along with experiential components to explore what is meant by “stupid,” characterizing types of “stupid” activities, delineating psychological dynamics and neural pathways underlying these types of behaviors, and considering potential ways to prevent or, at least, minimize “stupid” and self-destructive actions in the personal realm, at work, and in our culture.


  • An understanding of the theories of why people do stupid things, including self-destructive actions.

  • An appreciation of the complexity of the psychology and neuroscience underlying stupid behaviors and how little we really know.

  • How to use what is known in order to avoid doing stupid things or, at least, minimize them.

  • As a leader, how to help others act less stupidly. 

About Our Facilitator

Thomas Hoffman is a physician and laboratory scientist who completed a 20-year career in the United States Public Health Service at the Food and Drug Administration and National Institutes of Health as a research team leader, regulator, and science administrator.

Thomas combines his public and private sector experience in R&D and biomedical management with a thorough knowledge of classical psychoanalysis, contemporary psychology, and management theory.  He is expert in individual and team dynamics, management science, and neuroscience.  He is a clinician with a private practice, an academic (Johns Hopkins University Carey School of Business), and a practitioner, having founded the consulting firm, PScience Associates, which focuses on biotechnology, healthcare, and high-tech enterprises.

Thomas is married (Judith Kline Hoffman, LCSW) with two children, age 25 and 21. His outside Interests include: Yoga, Golf, Cinema & Theater, Culinary Arts, and The New York Times. 

Contact Information

Thomas Hoffman, M.D.

PScience Associates

9419 Locust Hill Rd.

Bethesda, MD 20814

(301) 493 8630

January 4, 2013

How You Can Prepare For Our Changing World:

A Landmark Address on the 5th Anniversary of the Leadership Breakfast of Maryland

Are you a 1985 Leader?

Or are you a 1995 Leader?

Or are you a Leader for 2013 and beyond?

It is Vthat distinguishes one from the next – the Variety, Velocity, and Volume of your learning – varied experiences, how quickly you learn something new, and amount of material reviewed.

The relationship of learning in leadership has changed over the last 25 years – in the earlier days as leaders grew they took a course, absorbed books by Drucker and/or Bennis, and maybe some training and consultation on leadership concepts. There were plenty of management writings around – not so much about leadership... was it easier then to be a leader – no, just different.

Today there is a huge and growing collection of material in print, audio, video, and on internet blogs – so much that it is impossible to read it all and even harder to make sense of the various viewpoints. What does this mean for current and emerging leaders? It means we must learn in a different fashion than in the past and must strike a balance between the extensive material and filtering to a manageable volume. Learning what is 'true.'

What's your best method of learning leadership?

What's the role of our Leadership Breakfast in your process?

How do we provide the leadership to support a learning and developing environment while being competitive on a global scale in a ‘do more with less resources’ society?

This will be a highly interactive session seeking to tap the collective wisdom in the room for key input to these and related questions.

About Our Facilitator

    Jack Gates

Technology is how we do things – not the things we do them with...they are just the tools – according to Jack. He develops new technology (the how) to get spectacular results using the latest tools (the things) for projects and clients. He blogs a couple of times per week about the evolutionary changes in business and other topics worth sharing, such as: A Modern LegacyJobs of the Future, and The New Normal, .

Jack founded the Leadership Breakfast of Maryland, meeting monthly since February 2008; led the National Captioning Institute - a $22M organization, as President & CEO; had senior executive roles in organizations in entertainment, health care, and behavioral science consulting; and is active in numerous boards for mission-based entities and educational organizations, such as the Smith School of the University of Maryland, Interages, and is a science fair judge with the Junior Academy of the Washington Academy of Sciences. Jack has hands-on experience in operations, human resources, finance, client development, mergers, and marketing/sales.

Gates is COO of Sales Lab Incorporated, and is active in DC Tech for start-ups, the Google technical user and developer group, and the Capital Technology Management Hub - which is associated with the Technology Management Master’s Program at George Mason University.

He earned a BS from the Smith School of BUsiness at the University of Maryland, College Park and an MBA (Finance) from Southeastern University in Washington, DC.

Contact Information

Jack Gates

Sales Lab Incorporated


Google+ Profile:

December 7, 2012

Impeccable Leadership: How to Create Remarkable Customer Experiences, Raving Fans & Increased Profits

Q: What do Nordstrom, Starbucks, Google and Apple all have in common?

A: Impeccable leadership that translates into remarkable experiences, raving fans and profitability.

Google simplified search and today its sites account for more than 6% of all of the world’s Internet traffic. Apple’s products, retail establishments and customer experience all draw rave reviews and the company continues to increase market share. In fact, Apple recently posted record revenue of $46.33 billion for Q1. Starbucks is so committed to its patrons that in late 2010, it enacted a new policy prohibiting baristas from creating more than two drinks at a time (only starting a second one while finishing the first). And Nordstrom has become the benchmark by which other companies measure themselves. It isn’t unusual to hear a business owner say, “We aspire to be the Nordstrom of the __________ business.”

Do you know what distinguishes your business from all your competitors?

The secret to capturing market share lies in how impeccable your customer experience is ... consistently.

In this session we will explore what impeccability means, how to create a culture of impeccability in your business, and how impeccability allows you to work smarter, not harder.

Take-Aways from this Session

The discussion will be lively and the insights many - you will walk away with:

  • A clear understanding of how impeccability is a cornerstone of business growth in 2013 and beyond
  • Fresh action items to create impeccable experiences tailored for you and your specific business
  • Your personal i-SAT (Impeccable Service Aptitude Test) score.

In his own words...

About Our Facilitator

Steve Dorfman

Chief Impeccability Officer 

Since 2006, clients have come to Steve for customer service strategy, and to motivate, educate, engage, and develop front-line staff with interactive trainings and continuous development programs that result in:

  • "Employee-owned" remarkable experiences for customers and clients

  • Consistent referral business
  • Repeat customer loyalty

… and all of this all translates into a strengthened culture and increased profits.

Before founding Driven to Excel, Inc., Steve spent 11 years as a sales consultant for a luxury automaker. Yes, the car business ... not exactly a business with a reputation for impeccable customer service. So when Steveentered the business at 23 he was determined to make a positive difference by creating remarkable experiences for his clients – His unwavering commitment to impeccable service earned Steve "Salesman of the Year" 7 years in a row, all-the-while maintaining a CSI (Customer Satisfaction Index) rating in the top 1% nationally. He worked by appointment only as his repeat and referral business grew to account for 70% of his sales. This was unprecedented and translated into a comfy six-figure income from his 35-hour workweek ... which proves that by subscribing to a culture of impeccability, you’re working smarter, not harder.

Before the car business, Steve spent 8 rapid-growth years in the hospitality industry, where his commitment to remarkable service was founded. Today, Steve Dorfman also hosts the We Mean Business! TV show ( and has conducted more than 60 interviews with leading experts, top exectutives and bestselling authors. He is also cofounder of the YPLG (Young Professionals Leadership Group). In 2011 Steve married Maggie; the love of his life. They were married at Lake Anna, VA – their favorite weekend spot for boating, wakeboarding and fun in the sun, especially when shared with close friends and family. Steve and Maggie reside in Gaithersburg, MD and look forward to starting a family soon.

Contact Information

Steve Dorfman

Chief Impeccability Officer


November 2, 2012

Are You A Strong Enough Leader to Hire and Keep Better Than You!

In the New York Times bestseller book, Fierce Leadership, by Susan Scott there is a quote…

You will not single handedly cause or prevent success. Surround yourself with people who model accountability, ferocious integrity, personal authenticity, the capacity to connect with others at a deep level, sheer courage, and a commitment to champion the common good over narrow self-interest.”

As a leader, are you self-confident enough, brave enough, fierce enough to lead a team smarter, more talented, better equipped than you?

At the November 2nd Leadership Breakfast of Maryland come ready to debate and to learn what the leaders of the most successful companies know…

How to hire and retain the strongest talent that is far brighter, far more innovative, far more effective than the top leader.

We will take a look at business practices that will help you recognize your role as a leader in creating and/or sustaining a 'best in class' talent oriented organization!

Take-Aways from this Session

In addition to what will be a lively discussion of the topic, you will learn:

  • How to attract and retain best staffing
  • The effect on financial results from best staffing
  • The 'halo effect' on other staff from best staffing  

About Our Facilitator

Catherine Meloy


Catherine Meloy is the President and CEO of Goodwill of Greater Washington. She was selected in 2003 by the Goodwill Board of Trustees as a proven business leader who could dramatically extend the reach and vitality of the organization and enable it to serve an even broader segment of the disabled and disadvantaged population. 

Prior to joining Goodwill of Greater Washington, Catherine had a successful 20 year career in the radio industry. She was the Senior Vice President of Sales for Clear Channel Communications, Inc.: was General Manager of WASH-FM, WBIG, BIG 100 and WGMS 103.5.

Catherine's involvement in the greater Washington community includes: member of the Board of the Directors, Greater Washington Board of Trade, member of the Federal City Council, and member of the DC Chamber of Commerce Board of Directors. Catherine also serves on the DC Workforce Investment Council, The Northern Virginia Workforce Investment Board, The Community Foundation Advisory Board and the Board of Directors of MedStar Health. 

Catherine is a recipient of the Greater Washington Board of Trade's “Leader of the Years Award”;  was honored by Washingtonian Magazine as “Washingtonian of the Year”; was inducted into the American Marketing Association - DC Chapter Hall of Fame and was highlighted as the Most Admired CEO by Smart CEO Magazine for her successful organizational turnaround of Goodwill of Greater Washington.

Catherine's favorite recreational activity is sailing with her family. She and her husband, David, who is President of Merit Hotels, have three grown children. 

Contact Information

Catherine Meloy


Goodwill of Greater Washington

Phone: (202) 715-2603

October 5, 2012

Breathe New Life into Your 
Organization – and Yourself

How to identify and instill the attributes at the heart of an incredibly effective and admired organization.

What if you were able to design or redesign your organization:

  • to be a great or greater place to work
  • to attract solid customers and to keep them as long term clients
  • to build market share
  • to sell your products and services at a comfortable profit, and 
  • to hire and retain engaged, inspired “A” players
would you want that? 

If your answer is “no,” then stop reading and go away. 

But if your answer is “yes,” stick around, because we all will discover that the critical elements are within your grasp to design and implement such a scenario.

Based on my own personal experience as a CEO, and what I’ve witnessed and learned over the years, there are fundamental qualities and attitudes that most great organizations exemplify. Qualities which are reflected in the culture and the behavior of the employees from the bottom up and from the top down.  

You can count those critical characteristics on one, okay, maybe two hands. If you have them, you have the potential for greatness.

Once these qualities are identified, communicated, accepted, aligned on, and integrated into the culture, I suggest your organization will thrive, and all stakeholders will be attracted to it like a powerful magnet. They will admire and respect it. 

In our discussion these qualities will be revealed and examined.

Take-Aways from this Session

You will come away with practical, usable insight to apply immediately. You will:

  • Understand the power they have to empower your organization’s effectiveness and success.

  • See how they will enhance your employees’ level of engagement, creativity, initiative, sense of ownership, team cohesiveness, and commitment to the organization’s goals.

What are the benefits? Review the above bullets!

About Our Facilitator

Lowell Nerenberg

Coach Lowell

Powerful guidance. Impressive results.

Lowell ("Coach Lowell") Nerenberg is an executive leadership coach. He is committed to helping leaders achieve profound and enduring breakthroughs in leadership effectiveness and team performance.

After quitting or getting himself fired several times, Lowell founded and led Computer Graphics Distributing Company (CGD) for eleven years. And believe it or not, CGD became #144 on the Inc. 500 list of America’s Fastest Growing Private Companies. He also co-founded a similar firm, New England Computer Graphics (NECG). Lowell sold CGD in a merger and roll-up with five other regional distributors to form a national distribution company. Later the same year the merged group issued an IPO on NASDAQ and soon thereafter acquired NECG. 

 In many ways, CGD was unique in the distribution world. It was inspired by a powerful shared purpose and guided by core values and principles. A brief article about the company appeared in Baltimore and Washington editions of SmartCEO magazine in 2011. A reprint will be available at the meeting on October 5, 2012. Full disclosure: Lowell wrote the article himself.

Just prior to forming his own executive coaching firm in 2008, Lowell was a Vistage Chair for three years, leading and coaching peer groups of CEOs and key executives. 

In addition to his experience as a CEO, investor, and entrepreneur, Lowell has extensive training and experience in interpersonal communication, neuroscience, stress management, human potential, coaching strategies and techniques, improvisational theater, and a few new age and weird approaches to enhancing the performance and alignment of others. 

Lowell is a graduate of Temple University. He and his wife, Bev, live in the DC area, have been married for a really long time, and have two adult sons.

Contact Information

Lowell Nerenberg

Coach Lowell
Executive Leadership Coach & Speaker

(301) 330-2432 Office
(301) 467-6224 Mobile

September 7, 2012

Critical Communications 

During Difficult Times

It is a tough market out there!

Dynamic economic conditions are putting constant pressure on business owners and managers to remain focused, profitable and ahead of their competition.

Organizations everywhere are finding it necessary to respond by cutting cost and/or staff, limiting investments and services - all the while, doing more with less while keeping innovation at a premium.

It can be very hard to keep up with new opportunities and technologies and assure that your clients are not left behind.

In times like these, it's critical to keep employees engaged and customers satisfied and content.  And when necessary staff reductions or product changes are required, the impact can ripple through the organization from leadership to consumer.

You must anticipate the effect of changing environments on people, your customers, and your markets. To understand how to manage and minimize the impact of dramatic changes, it is important to have a strong communication plan in place.

Thorough understanding how individuals react to change and how to facilitate transitions smoothly requires advanced planning and prior preparation.

A proactive communication plan can keep your business from stalling when change is required. We’ll look at four key areas to help you manage communications during a period of change.

They are:

1) How the cycles of change and the key role players in the change can help or hamper the communication process.

2) Using today’s technology to facilitate communication.

3) Creating a targeted strategy for communicating the solutions for the challenges the organization is facing both internal and externally.

4) Strategies to build-in critical communication skills and engagement during difficult times.

Take-Aways from this Session

You will come away with practical, usable information to apply immediately, including:

  • Open, timely communication with your employees and customers will help build trust and make them willing to represent your organization and support change.

  • The key - start today and communicate, communicate and communicate!

  • There is more than one way to deliver a message. Always tailor your message to meet the audience’s needs and the situation at hand.

About Our Facilitator

Cathy Nestoriak

10 til 2
The Part-time Placement Service

Cathy Nestoriak is the owner of 10 til 2 – The Part-time Placement Service – serving the Montgomery County/DC area. Before striking out on her own, Cathy worked in the corporate arena addressing employee development and effectiveness.

Her background includes corporate training and development, as well as workforce development.

Cathy has a Master’s Degree in Human Resource Development. She is also MBTI Certified.

She is passionate about communication and promoting a better work/life balance for the labor force.  

Contact Cathy by phone: Office 301-760-7783, Cell 301-367-7561Fax 301-760-4036or visit the website:

August 3, 2012

Mentoring- A Great Investment

What if I said by telling your stories, you can contribute to the professional development of individuals in your organization, ignite the spark of leadership in your listeners, further develop your own skills as a leader, see your experiences at a deeper level, learn something new, and help your organization to function at a higher level. Would it be worth spending some time on a routine basis to share your knowledge and experience to get this kind of return? Mentoring encompasses all this and more.

Most leaders are involved in the process of mentoring in some fashion – at work; in the community; as a parent; informally; however, while mentoring has been practiced for centuries, approaches have evolved in recent times to better stimulate and reward both parties in the professional growth process. Part of this evolution is a recognition of the fine line between mentor and protege and vice versa.

Time demands may have relegated mentoring to a task on the ‘to-do’ list for some in the corporate and government arenas; and many leaders have not updated their thoughts about the time investment to see the increased ‘ROI’ of their efforts offered by current methods. At the same time, they are pondering how to get senior-experience results from new, less experienced staff under a greater workload.

In this robust and interactive session, Glenn Gargan will offer thoughts and nuggets he learned from mentoring roles spanning more than two decades and comments about the expanded communities and types of mentoring that are now more commonplace in life (not just business). He will also tap participants for additional experiences from their mentoring roles. It will quickly become clear that everybody wins in the art of mentoring as it is practiced today.

Give some thought to unique results you know of which come from a mentoring relationship and share these experiences during the meeting – miracles, enlightenment, launching successful careers, and creating extraordinary organizations will certainly be illustrated in your stories.

Take-Aways from this Session

You will come away with practical, usable information to apply immediately, including:

  • Best practices of mentoring

  • What’s the mentored individual (proteges) get out of the process

  • Benefits for the mentors and the organizations. 

About Our Facilitator

Glenn Gargan
President & CEO
The Viaggio Corporation

A native Washingtonian, Glenn Gargan received his Undergraduate degrees in Finance and Accounting (with a third major in Economics) from the Robert H. Smith School of Business at the University of Maryland. After graduation, Glenn joined the Entrepreneurial Services and High Technology Group of Ernst & Young, where he was a member of the IPO teams of America Online and Orbital Sciences, as well as a private placement for Starbucks, and was heavily involved in the firm’s venture capital activities. Glenn followed a client from public accounting into the construction industry, where he was CFO for more than a decade.

After receiving his MBA from the Smith School, Glenn utilized his experiences to start firms specializing in federal contracting and Architectural/Engineering/Construction (A/E/C) cost & project consultation to both government and commercial clients. As the Founder and President/CEO of The Viaggio Corporation, Glenn is extremely involved in corporate inception and growth mentorship to minority federal government contractors as a founding partner in several corporations, as well as many Corporate, Mentor, and Advisory Board relationships.

Glenn is also involved with the Project Management Institute as a certified Project Management Professional (PMP), the Construction Financial Management Association (CFMA) as a Certified Construction Industry Financial Professional (CCIFP), and the National Speakers Association (NSA). He was a Senior Mentor and Chairman of the Robert H. Smith School of Business Graduate Mentor Program (which had more than 400 Mentors and Protégés) for six years; and has judged numerous Smith MBA Case and Venture Capital Business Plan Competitions. Mr. Gargan is a past Smith Advisory Board and Alumni Chapter Board member, and served on the Board of Interages, which provided inter-generational mentoring. He also currently serves as an Advisory Board member for the Heyman Interages Center of the Jewish Council for the Aging.

Contact Glenn via email at: or call on: (301) 529-4203.

July 13, 2012

The 3 Unanswered Questions Each Team Member Wants To Know

Business has changed.

The 'factory' concept which brought the skillful artisans to the same location, instead of them being scattered around the region in their shops, has run its course. Today all of our project team is unlikely to be in one building, and may have the participants in different locations, in different countries, from different cultures, and perhaps speaking different languages.

Traditional chain-of-command and supervisor structures do not work well in this environment. In fact, you may not have any formal authority to manage the team of peer collaborators, even though your role is to lead the project to a successful result.

This session is about moving beyond words and action plans to really connect with others – to constructively unleash their passion and potential. Each person on your team wants to know the answer to three questions. With the 'right' answers they buy into your ideas and role – and want to contribute to a successful project.

Take-Aways from this Session

In this interactive session, Tom Cooper will identify the 3 Unasked Questions and you will come away with actionable tools to strengthen:

  • Communications

  • Relationships

  • Results

About Our Facilitator

Tom Cooper, Principal of the Brighthill Group, believes that "because people matter, we must lead them well." His passion for leadership comes from a career in technology where he saw just how important leadership could be to project success or failure. He has worked in companies as small as 5, and has led teams in companies as large as 160,000 employees. He has been a management consultant and IT leader. He has studied and lived out leadership, team building and communications. Along the way he spent a decade in Fortune 500 information technology; built and led teams of software engineers; and now helps leaders raise their game when it comes to personal and team performance.

Contact Information: 

Tom Cooper w 

(240) 668-4799 
(815) 301-9450 fax

June 1, 2012

A Leader’s Path:  Navigating Change and Crisis to Transformation and Growth

There comes a point in every leader’s lifetime, where he or she has to face their greatest challenge. That challenge is to answer one simple question: “As a leader what is my true destiny and purpose?” For George Spears, amidst the economic crisis of 2010 and with the future of his company at stake, he was faced with having to answer this question...

During this session, George takes participants on a journey, whereby sharing his personal experience coupled with a simple model for change, he walks you through the 4 phases everyone must go through to effect change and transformation. In the session you will:


  • Discover the one key emotion that prevents most people from achieving transformation
  • Learn to recognize the clues and signs for when success is most imminent
  • Receive key strategies for getting through “the last exam” to permanent change
  • Gain an awareness and appreciation for the “aftermath,” the mass effect your transformation has on those around you


Take-Aways from this Session

George will share his first-hand experience in transforming his company in response to   plummeting sales and other hardships caused by the recession. From the painful lessons learned, his company is stronger then ever and he is launching two new ventures on June 1st. 
In addition to the document he developed for this LBMD session, you will take away  practical new business techniques he discovered when fighting to overcome the uncertainly and effect of the past several years.

About the Facilitator

George Spears is a seasoned business owner, executive and serial entrepreneur with over 25+ years experience as a consummate professional.  He is an accomplished Owner Operator with a record of developing four high performance organizations.   

In the past two decades, George has focused on effectively delivering positive organizational transformation both organically and through reorganizations, joint ventures, and mergers.   A proactive leader, George has enjoyed tremendous success by relentlessly driving his organizations with towards consistent revenue growth through strategically developed product diversification, channel marketing and sales management.   

In May of 2010, George was featured in “Profiles in Success:  Inspiration from Executive Leaders in the Washington D.C. Area, Volume I,” a book focusing on business leadership by Gordon J. Bernhardt.  

George is an active member of The Association for Corporate Growth (ACG).   He holds an M.B.A. from Marymount University and a B.A. from Washington and Lee University in Virginia.

Contact Information: 

George Spears w 20145 Black Diamond Place w Ashburn, VA 20147
(301) 674-4652 w

May 4, 2012

Protecting Your Most Valuable Asset: Your Reputation

With the explosion of online speech, from news reports, to consumer websites, message boards, social media and the like, the reputations of businesses and individuals have become increasingly vulnerable to attack.

Once attacked, the damage can be very difficult to contain and repair, especially when it is no more than a Google search away.

As part of the presentation, David will focus on understanding the boundaries of what is acceptable expression, protected by the First Amendment, and what is actionable defamation.

He will also explore what steps one can take when attacked, along with the perils of litigation today. David will also look at how to avoid stepping over the line in one's own speech.

Take-Aways from this Session

  • Where's the line between protected speech and defamatory statements

  • What to do if your reputation is under attack

  • Some techniques to avoid being maliciously defamed.

About Our Facilitator

David S. Wachen is a legal “trouble-breaker” and peacekeeper, focused on helping businesses, associations and individuals manage risk and achieve practical and successful resolution of problems of all types—ideally without litigation. However, should litigation ensue, Mr. Wachen brings a formidable arsenal of tools from many years of zealously and successfully representing clients in state and federal courts in Maryland, the District of Columbia and numerous other jurisdictions around the country. He has also represented clients at numerous arbitrations and mediations.

The breadth of Mr. Wachen’s experience spans a wide range of substantive areas, including matters involving complex business disputes, media law (Internet, First Amendment, defamation, privacy), intellectual property, real estate, employment, business torts, class actions, telecommunications, insurance, antitrust and bankruptcy.

Prior to joining Shulman Rogers, Mr. Wachen was in-house counsel at MCI, Inc., where he managed a large docket of diverse and complex matters worldwide. His responsibilities included: representing the company in threatened or pending litigation; managing outside counsel in developing and implementing strategy and tactics for pending litigation; negotiating successful resolution of business disputes—often before litigation had been initiated; counseling in-house clients on managing risk and resolving disputes, as well as on issues relating to pending contractual negotiations and disputes with customers, vendors, joint venturers, and the government. Mr. Wachen’s MCI tenure provided him with a keen, first-hand understanding of client needs and the challenges they face, including demands and obligations within their organization—a relatively uncommon perspective for an attorney in private practice.

Before joining MCI, Mr. Wachen was in private practice for more than a decade - most recently as a partner at the national law firm of Baker & Hostetler, LLP. A significant portion of his practice involved representing broadcasters, publishers and other members of the media around the country in litigation as well as a variety of other matters. Among other things, he has extensive experience counseling clients on content and news gathering issues, assisting them in accessing public records and proceedings, and defending them against nonparty subpoenas.

Earlier in his career, Mr. Wachen practiced with the Washington office of Howrey & Simon, and the New York office of Weil, Gotshal & Manges. Following law school, Mr. Wachen clerked for United States District Judge Jay C. Waldman in Philadelphia. 

Mr. Wachen graduated from the University of Pennsylvania Law School, where he was editor of the University of Pennsylvania Law Review and chair of the Moot Court Board. He received his undergraduate degree in government from Dartmouth College, where he was also General Manager of the college's two commercial radio stations.

Before becoming a lawyer, Mr. Wachen worked in public relations as an account executive in New York at the international firm of Burson-Marsteller.

Mr. Wachen is the President and Chairman of the Board of Directors of Lakewood Country Club, Rockville, MD.

April 13, 2012

Pivot Point Leadership

We have all experienced pivot points in our careers and our world of work. Once thing is certain - we’ll experience many more as we continue forward. In this interactive session, you will revisit your transition points and better understand the well worn path that we, as human beings, traverse as we face the uncertainty before us.

Drawing on a theme from Myron’s first novel, DREAM MAKERS – Escape from the Shadows of Fear, we’ll identify the physical, mental, and emotional states we face whenever we encounter CHANGE and our natural resistance to it.  Along the way, you might discover what you value the most about your work and what you believe is your personal key to your success as a leader.

Take-Aways from this Session

  • Recognizing pivot points
  • Benefiting from change
  • Applying Pivot Point lessons to your leadership of others.

About Our Facilitator

Myron J. Radio is a four-time author and President of The R Group, a consortium of seasoned professionals who believe in the power of people and teamwork to drive results. The R Group specializes in helping clients transition through their Leadership, Team and Organizational “Pivot Points”.

Myron is recognized as an energetic speaker, facilitator, team builder and executive coach. His clients represent a broad range of global Fortune 500 companies and industries. He is a long standing member of Duke Corporate Education’s Global Learning Resource Network. The Financial Times and Business Week ranked Duke CE number one in the world for Custom Executive Education from 2003 to 2011. Prior to serving as President of the R Group, Myron was an executive with Mobil Corporation, now ExxonMobil. 

Myron co-authored the books CHANGE AT THE CORE – Unleash The Power Of Your Team To Drive Results, PLUGGING INTO PASSIONS – How to leverage motivators at work to mobilize energy for change and INSIDE OUT, a book on personal and professional development. He most recently published his first inspirational novel, DREAM MAKERS – Escape from the Shadows of Fear. He has also published numerous position papers on organizational engagement, fulfillment and effectiveness.

March 2, 2012

The Agile Leader

Leadership is not an exact science. Sure, there are processes, principles, skills, techniques, and best practices to guide the leader. Often, they must 'call an audible', just like the quarterback in an NFL game, when she realizes that the planned play will not succeed.

Leaders must be agile to meet the challenges of conflict, resistive culture, company politics, and other barriers standing in the way of success. They must be ready to adapt volatile markets and ever changing conditions.

Leaders be flexible and adaptable, in short – agile. This entails understanding the nature of trust, leading by example, appreciating the effect of politics at work, having tough talks, developing a positive culture, and being open to change.

Steve Gladis, Ph.D., will touch on these and other issues as he takes us on an interactive journey to becoming more agile as leaders, drawing from his book The Agile Leader (published in 2011). With this foundation, he will facilitate in small groups how to have a tough talks with someone who matters to you and your business – successfully!

Take-Aways from this Session

  • What leads to agility
  • How the battle between an agile leader and the recession comes out
  • Tools for successful tough talks.

About Our Facilitator

Steve Gladis serves as president and CEO of Steve Gladis Leadership Partners, a leadership development firm focused on helping leaders achieve both success and significance through executive coaching, training and development, and motivational speaking.

At George Mason University, he teaches a Leadership Communication series to first-line and mid-level leaders. Author of 15 books on leadership and communication, Steve is a former member of the University of Virginia’s faculty and served as an Associate Dean and the Director of the University’s Northern Virginia Center.

He is currently an executive coach for the Darden Business School’s Executive MBA program. Dr. Gladis has his doctorate in education and is a certified coach with the International Coach Federation. A former FBI special agent and US Marine Corps officer, he is also a committed civic and academic leader.

Steve serves on the Executive Boards of both the Fairfax County Chamber of Commerce and The Community Foundation of Northern Virginia and is active in philanthropic activities in the Greater Metropolitan Washington, DC area. His company donates 25% of its annual net profits back to the community.

If interested, The Agile Leader is available on Amazon.

February 3, 2012

The Direct Economy - How to Profit From the Most Lucrative Market in the History of the World!

We hear about the layoffs, the vanishing middle class, the shortening term of jobs, but these are all the descriptions of the problem. They don't propose a way out.

How do you lead the high school graduate or the college graduate just entering the workforce, the 50 year-old 3 years unemployed, the 65 year old who has been reduced to a 201K? 

The Direct Economy shows with practical, well known examples, how a successful leader should think about the economy, the job market, and her individual career strategy.

Take-Away Nuggets From This Session:

  • Where Will You Find the Growth?

  • What to Do to Keep Your Organization in Front

  • Finding the Path to the Direct Economy

About Our Facilitator

Dick Davies

President – Sales Lab Incorporated

Dick Davies is a serial entrepreneur and has been president of Sales Lab Incorporated for over 30 years. He is also Vice President, of the Junior Academy of the Washington Academy of Science, working with academic science programs and science fairs. He blogs to promote his companiesnew technologies, and civic and social interests. He is a loud and frequent speaker on how businesses are adopting new technology.

January 6, 2012

Crisis Management – Succeeding When The Unthinkable Happens

Sales Plans; Marketing Plans; Strategic Plans; Succession Plans; Operating Plans… day-to-day business function in a frameworks of plans.

What happens when the routine is exploded by a crisis?  Day-to-day plans are meaningless – normal operations are flash-frozen in place and resources are focused on overcoming the crisis – but the obligation to provide products or services for your customers does not simply disappear.  How you manage the situation will determine whether your business can recover from the catastrophe, or be destroyed by it.

The Tylenol poisonings is a classic example: some lunatic laced bottles of Tylenol with poison in Chicago, killing several people.  Johnson & Johnson responded immediately by pulling all bottles of Tylenol from the shelves country-wide.  This almost bankrupted the company but the action stopped the deaths.  Johnson & Johnson survived.  It is perhaps one of the most trusted companies in the world as a result of how it managed the crisis.

Whether we must deal with weather/natural disasters, criminal activities, self-destructive knuckleheaded actions by key employees, or malicious external attacks, how we manage the unthinkable is critical to the future of our business.

In this interactive session, Herb Ezrin, President of Potomac Business Group, will share several examples of how organizations that have faced a near death experience, have overcome it and prospered.

Take-Away Nuggets From This Session:

        ·       Critical elements of a crisis management plan

        ·       Practical crisis avoidance techniques

        ·       A framework for creating a stronger organization in the aftermath of surviving a crisis.

About Our Facilitator

Herbert S. Ezrin

President and CEO – Potomac Business Group

Herb Ezrin leads a global consulting firm with a specialty in investment banking and his primary focus is on M&A and Financial projects, providing the highest quality services through the insight and experience gained from his diverse background in accounting, law, real estate and venture capitalism.

He has practiced accounting and law, and has been involved in many business enterprises. Herb lectures on mergers and acquisitions issues and has written several articles on investment banking topics for the Washington Business Journal.

Herb is active in the Association for Corporate Growth and has been active with the University of Maryland Michael Dingman Center for Entrepreneurship, Mentor, the Macklin Institute at Montgomery College, and is a Maryland and D.C. Real Estate Licensed Broker. He is also active in many civic and charitable organizations.

A graduate of Benjamin Franklin University, American University, American University Washington College of Law, and Georgetown University College of Law, his degrees include: BCS, MCS, BA, JD and LLM in Taxation.

December 2, 2011

On Wednesday We Wear Pink: Eliminating the Perception that "7th Grade Mean Girls [and Boys] Work in HR"

Effective leaders make good use of the HR team – or outsource the function.

Think about this: the HR person is the first to welcome a prospective employee to the organization – and the last to send a departing employee on their journey. In between, HR provides assistance and current information on a broad range of issues – such as: Health benefits, employee relations, compliance, 401K plans, HRIS, organizational development and learning.

To be effective, an HR team must provide top level customer service, efficient and effective processes and procedures, and reduction of costs through savings opportunities in support of the organization's mission.

HR operates within a business structure, but the reality is, in many situations much effort is spent to minimize or avoid HR's participation – justifying this with a claim it lacks business savvy or business acumen.

Through discussion and insightful exercises, Al offers leaders ways to maximizing the HR contribution to the bottom line. “After all, you are paying for it, you should get first quartile results.”

Take-Away Nuggets From This Session:
    • How a positive attitude is infectious

    • Using an avatar (HR) to avoid a time wormhole about administrative topics.

    Here's a link to a recap of this topic at an earlier session: click to read a recap.

    About Our Facilitator

    Alan A. Malinchak is a goal-driven leader with broad strategic and operational success in the private and public sectors, transforming organizations by crystallizing direction, addressing emergent issues, and executing tactics to improve and enhance performance. Al is currently the Chief Learning Officer at Homeland Security Solutions, Inc. (HSSI) and business development executive for instructor-led and eLearning training programs and initiatives. HSSI is a training company with established capabilities in instructional system design, eLearning content development and management, instructor led facilitation and proven agility to work with a customer’s internal subject matter experts. Al conducts keynotes, leadership development seminars/workshops and consultations regarding the administration and operation of corporate universities.

    November 4, 2011

    Centered Leadership: Brain Science Shows How Meditation Makes Better Leaders

    We live in a culture of clutter, clamor, and calamity exacerbated by a tolerance for divided attention, impersonal communication, and inhuman expectations. How can today’s leaders expand their capacity for clarity, vision, and inspiration? Brain science is demonstrating that an ancient practice prepares leaders to thrive in our post-modern world.

    The simple-to-learn, no cost, and quick process of mindful meditation is proven to:

    Choking Under Pressure
    Rumination & Worry
    Emotional Over-Reactions

    EQ Emotional Intelligence
    Immune System Response
    Formation Of Positive Habits
    Accuracy Of Self-Image.

    Tony will present the evidence from Stanford, Harvard, and UCLA; share testimony from the CEOs of Medtronic, Time-Warner, and Silicon Graphics; then lead the group in an experience of centering.

    Take-Away Nuggets From This Session:

    • Experiential view of the strong effect of mental centering for you and your team
    • Awareness of the impact of sensory and mental overload on productivity and results
    • Some simple techniques to use with your team to reduce stress and increase effectiveness.

    About Our Facilitator

    Tony Mayo is an experienced executive coach to top executives and their teams. He is a master of analogy and anecdote whose illustrations are as likely to come from his studies of brain science, high energy physics or eastern philosophy as from his years of management and sales in high-technology. Whether speaking from a platform, coaching one-on-one, or facilitating a workshop, Tony maintains a laser focus on his goal of helping people realize their dreams.

    Tony completed high school and college in three years each, then earned his MBA from the University of Chicago at age twenty-one. He immediately started a business that he sold in 1982.

    Tony has worked with Arthur Andersen & General Electric, founded boot-strap and venture-backed start-ups, and taught at the college, graduate, and executive levels. Tony is the sole inventor of US Patent #6,678,663. His most important activities today are family fun, working with top executives, and total health. All with one unifying purpose: to promote workplaces of humanity and prosperity where people can be productive and satisfied. Click here to read comments from clients.

    October 7, 2011

    Marketing in a Billion Channel Universe

    One of the most influential social scientists of the 20th century, Herbert Simon, remarked that “a wealth of information creates a poverty of attention.”

    Simon succinctly wraps up the challenges facing marketers and companies in the Internet era. Inundated by information and media from all sides, prospects and clients continue to tune out and ignore traditional marketing tactics and message.

    Firms of all sizes (with clients of all sizes) struggle with the central question:

    How do we effectively cut through all the noise to establish authentic dialogue and relationships and… make money?

    Join Jeremy Epstein, a “Marketing Navigator for the Attention Economy,” in a lively, interactive (and remarkable!) presentation.

    Take-Away Nuggets From This Session:

    • Understand the fundamental macro-societal shifts impacting marketers

    • Guidelines for how to thrive as a marketer in the new environment

    • Ground rules for the new marketing

    • Key concepts of using Social Media as a marketing channel
    • First steps on the road to a Word-of-Mouth/Social Media marketing strategy.

    About Our Facilitator

    Jeremy Epstein:  A “Marketing Navigator for the Attention Economy,” Jeremy helps companies prepare for and exploit the changes brought about by the advent of social technologies.

    Jeremy spent almost 6 years at Microsoft developing revenue-driving communities and authoring one of Microsoft’s most successful marketing blogs (over 110k views/month).

    A two-time entrepreneur, with international business experience in Germany and Japan, and a passionate technologist (don’t get him started!), Jeremy’s clients include Microsoft, Johnson & Johnson, Yes To Carrots, Global 360 (a 2010 Microsoft Partner of the Year), Pinstripe, and two NY Times best-selling authors, Dan Pink and Gretchen Rubin (who hit #1).

    In addition to numerous keynote presentations around the US and the world (India, Brazil, Russia, Israel, Canada, Germany, Venezuela, Colombia, Mexico, Brazil, Argentina, and Chile), Jeremy has been a guest lecturer at NYU's Stern School of Business, the University of Maryland's Robert H. Smith School of Business and Merrill School of Journalism, the Kogod School of Business at American University and Stevenson University.

    He is also the author of ‘It’s All on the Blog, Don’t Buy the Book!” (available on Amazon) as well as three e-Books “Community Driven Marketing: The Power of the Raving Fan”,“Dandelion Marketing: How to Increase Your Odds of Going Viral”, and “10 Ways to Cultivate Your Community: How to Create Genuine Fans for the Long Term.”

    A native of Washington, DC Jeremy is married to a former NYC Narcotics prosecutor (no, that’s not how they met) and has 3 children under the age of 7 (so coffee is a food group!).  

    Not that he has much time, but as a fun tidbit, Jeremy has a lapel pin collection that numbers over 700 (all categorized in Excel, of course!)

    September 9, 2011:

    Dealing With the Difficult or Toxic Employee – The Tools for Success

    A disruptive employee can tax an organization's operational effectiveness, can drive away productive employees, and can expose the firm to greater legal liability.

    How do you address this employee beyond the usual discipline and developmental programs to correct the problem?

    Picture a technically gifted individual who terrifies fellow employees due to repeated behavioral outbreaks. To preserve this technical expertise, is the personal conduct understated or ignored? This approach does not solve the problem – it can actually magnify it to an organization-wide problem!

    In this facilitated and interactive discussion, Mauricio will share powerful tools to successfully address the difficult or toxic employee and their effect on the work environment.

    Take-Away Nuggets From This Session:

    • Identifying the difficult or toxic employee

    • Determining if the work environment has become toxic

    • How to deal with the toxicity

    • Tools to wipe out toxicity and the employee(s) causing it.

    About Our Facilitator

    Mauricio Velásquez is the President of The Diversity Training Group (DTG) in Herndon, VA. Mauricio serves as a diversity trainer, sexual harassment prevention trainer, executive coach, mentoring trainer, expert witness, and assists organizations with multicultural marketing, selling, and customer service.

    Mr. Velásquez is a graduate of the University of Virginia (B.A. Economics and Psychology) and The George Washington University (M.B.A. Human Resource Management) and serves as an expert witness listed with the Technical Advisory Service for Attorneys (TASA).
    A nationally recognized author, his articles appear in publications such as American Society for Training and Development (ASTD), Society for Human Resource Management (SHRM) publications, the Managing Diversity newsletter, and Profiles in Diversity Journal.

    Mauricio has taught college classes at American University, Johns Hopkins University, The George Washington University, and Howard Community & Baltimore City Community Colleges. He is founder of two new companies recently formed - Spanish Translation Services, LLC (STS) and Harassment Prevention Specialists, LLC (HPS).

    Mauricio is a former human resource generalist and also served as a demographic researcher for the Internal Revenue Service where he first anticipated the rise of diversity inside and outside the workplace. He has had the good fortune to work with Dr. W. Edwards Deming, Peter F. Drucker, and Jerry Harvey. Mauricio credits much of his interest in human resource management and the earning of his MBA to their influences. He has trained more than a half million participants (employees, supervisors, managers, executives) in his 20-year career.

    August 5, 2011:

    Why Leaders Fail When Negotiating

    What are the common pitfalls that leaders fall into during negotiations?

    During this session, we will learn how to improve our negotiations skills.

    Negotiation skills are critical in the business world as relationships are more important, yet few leaders have been trained in this discipline.

    An effective negotiator will forge better agreements, gain more support and build stronger relationships.

    Take-Aways From This Session:

    • How to get to agreement quickly & effectively

    • Creating support from all parties

    • Relationships = Repeat Business

    About Our Facilitator

    Glenn Faulkner, former senior officer of NASDAQ and the NASD, served as Executive Director of NASDAQ’s Business Development Department and Customer Service Operation. At NASDAQ, he managed all aspects of the business development process, including strategic planning, budgeting, sales management, customer service management, goal setting, measurement, coaching, and training. 

    He has a proven track record of building market share growth and retention in a highly competitive environment against one of the strongest brands in the world. He has more than 20 years of business experience including all types of negotiations in a business environment. He is an accomplished speaker and presenter.

    His Wall Street management experience, plus his expertise in negotiations while a senior officer of a major financial organization, provides a unique combination of strengths for conducting sessions in persuasion and negotiations. He has conducted numerous negotiations sessions for companies ranging from the Fortune 50 to mid market companies. He has worked extensively across various functions of organizations and has conducted domestic and international sessions.

    He received a B.S.B.A. in Economics from Florida Southern College, (awarded the Most Outstanding Economics Graduate distinction), and an M.S.B.A. in Finance from the University of Denver’s Graduate School of Business. 

    July 8, 2011:

    How The Right Talent Can Get You From Where You Are To Where You Want To Be

    Every organization is a complex living organism – planning, reacting, adapting, evolving, growing, and shrinking in response to external demands and internal capabilities. Measuring capital and technological assets provide “hard” measures for planning. The ability to execute, however, depends on what were once considered “soft skills” and unreliable measures – human capabilities! Highly talented and motivated people are truly the ultimate competitive advantage and key to achieving your company’s objectives!

    Discover Valuable Take-Away Messages:

    • Chart a Course for Success
    • Define an Effective Leader
    • Address the Talent Gap
    • Identify the True Strengths that Create Consistent Performance and a Happy Employee
    • Assess your Employees & Candidates Objectively and Scientifically

    About Our Facilitator

    Mike Matalone is the Founder and President of Excelsior Inc. With more than two decades experience as a successful entrepreneur and human capital management consultant, Mike has authored dozens of articles on the importance of having the right people in the right jobs as a fundamental driver of business growth and profitability. An award-winning speaker, Mike has delivered more than 200 workshops and presentations to business groups throughout the US, Canada and Europe. Prior to the founding of Excelsior, Mike spent five years as an executive coach and facilitator for TEC/Vistage International, the world’s largest CEO membership organization, and has held senior level roles in companies across a variety of industries. He is currently at work on a new book based on his popular workshop presentation ‘“People > Potential > Profits: The CXO’s Guide on How to Get From Where You Are To Where You Want To Be.”

    June 3, 2011:  
    Are Your Employees Getting Dumber and What is That Costing You?
    (or, How to Get the People Around You to Think the Way You Do).

    If you find your staff, even long timers, making costly mistakes that surprise you, you can do something about it. 
    It has to do with how you interact with them, especially when things go wrong.  

    Dr. Jim Goldstein, creator of the Powerful Partnerships® Program, will show you ways to communicate that will foster partnership and critical thinking throughout your organization. Find out what you could save if everyone thought problems through the way you do.

    Key Take Aways
    • How to better communicate your vision 
    • Turning current mistakes into future successes 
    • Ways to empower critical thinking

    About the Facilitator

    James M. Goldstein, Ph.D.

    Dr. Jim Goldstein is an expert at creating Powerful Partnerships. As a speaker, author and coach he helps people recapture the joy, excitement and optimism they used to feel when their personal and work relationships began. He’s discovered why passion fades both at work and at home and shows people how to get it back.

    Dr. Goldstein spent four years as a college professor and 14 years as a clinical psychologist in private practice. After working with hundreds of individuals, couples, and families, he realized that certain patterns of communication interfered with the development and maintenance of healthy relationships.

    In response to the need for clear, concise, communication, he developed a process which allows people to speak truthfully without causing defensiveness or hurt feelings. He teaches this process in an 8-week teleseminar for couples called Powerful Partnerships®. He found that Powerful Partnerships has a transforming effect on relationships regardless of how long people have felt stuck or unhappy.
    The program not only improves how couples and families function, but also has a major impact on leadership, teamwork and productivity in business.

    Since 1993, he has been an executive coach to CEO’s and management teams of national corporations and top government managers helping them to enhance their experience of power, freedom and peace of mind while increasing productivity.

    May 13 - Building a High Growth Professional Services Firm: The Leadership Challenge

    Some firms grow 9X faster then their competitors, are 50% more profitable,and are 2-3X more valuable. How do you lead a firm to these extraordinary heights? That's the topic Dr. Lee W Frederiksen tackles based on his new book Spiraling Up:How to Build a High Growth, High Value Professional Services Firm. Dr Frederiksen is the Managing Partner of Hinge, an award winning branding and marketing firm.He is a psychologist,marketing expert and successful entrepreneur who has worked with such household names an American Express and

    Key Take Aways

    • What factors drive extraordinary growth and profitability
    • What leaders of these firms do differently
    • What steps you can take to accelerate your growth

    About our Speaker

    Lee is Managing Partner at Hinge, a premier professional services branding and marketing firm. He brings over 30 years of marketing experience to the firm’s clients. Lee is a former tenured professor of psychology at Virginia Tech, author of numerous books and articles, and a successful entrepreneur. He’s started and run three high-growth companies, including an $80 million runaway success. Lee has worked with many global brands, including American Express, Time Life, Capital One, and Yahoo!

    APRIL 1 - The Changing Face of Leadership


    Today’s high performing leader understands that diversity is a leadership competency. No longer can a leader be “color blind”. Benefiting from difference requires seeing difference. Diversity is a core business topic that impacts the workforce, the workplace and ultimately the marketplace. This session will look at how changing demographics impact an organization’s ability to acquire talent and customers. How do you adapt your leadership style to effectively lead the 4 generations that are currently in the workplace today? How do you build an organizational culture that increases employee engagement and fosters creativity and innovation?

    Key Take-Away’s

    Attendees will leave able to answer three key questions about the topic of diversity:

    • What it is? 
    • Why it matters? 
    • What to do? 

    About our Presenter


    Gary A. Smith is cofounder and Senior Partner of Ivy Planning Group (Ivy), a 20-year-old management consulting and training company that specializes in strategy, diversity, leadership and change management.  Consulting Magazine honored Mr. Smith as one of the Top 25 Consultants of 2007.  Profiles in Diversity Journal named him a Diversity Pioneer.  Minority Business & Professionals Network, Inc. named Mr. Smith one of “Fifty Influential Minorities in Business”.  He has over 25 years of strategy, technology and management consulting service to large private sector and government organizations.  He has led numerous engagements to develop core business, technology, diversity, and marketing strategies leading to improved revenue performance, mission-critical improvements, and more effective customer service.  Mr. Smith assists clients in solving problems.  His skills in management, marketing, and information technology allow him to synthesize data to meet his clients' challenges.  He has worked directly with corporate CEOs, executive teams, agency administrators, and senior officials to build strategies, facilitate challenging discussions, and achieve their organization’s vision.  

    Ivy is recognized as one of the Top 50 minority-owned companies by; Black Enterprise Magazine Emerging Company of the Year Finalist; and received the Working Woman magazine Entrepreneurial Excellence Award. Mr. Smith and his wife/business partner are profiled in DreamMakers: Putting Vision & Values to Work, a book that chronicles how leading edge organizations are able to succeed and realize their vision and values. Smith is profiled for building a premier strategy firm - one of the leading Black-owned management consulting firms in the country. Ivy has been featured in publications including USA Today, The Washington Post, Washington Business Journal, Working Woman, Diversity Journal and Black Enterprise.

    Mr. Smith provides a cross-sector, cross-industry perspective. He has successfully developed and implemented strategies, led teams, and served the needs of a wide spectrum of clients; experiencing best practices in management consulting in multiple venues. His private sector clients include MetLife, Nike, L’Oreal, Lockheed Martin, Deloitte Consulting, Scripps Networks, BET, Verizon and Morgan Stanley. He has worked at the senior executive level with U.S. Departments of Treasury, Justice, Labor, State Department, PTO, USPS, D.C. Government and utilities including Pepco, WSSC, Progress Energy, and PSEG. His work with non-profits includes Special Olympics International and United Way. Mr. Smith’s clients benefit from his ability to quickly synthesize and to apply best practices across sectors and industries.

    Mr. Smith co-founded Ivy Planning Group after a successful career managing sales, marketing, and technical organizations including IBM where he held Marketing and Technical positions; Amdahl Corporation as Account Executive; Masstor Systems as Director of U.S. Operations; Comdisco Inc. as Director of Federal Marketing; and Technical Software Services as Vice President and Chief Operating Officer.

    Mr. Smith is a member of the Yale Club of New York City, and his board service commitment includes the Boards of Allianz Life Insurance Company of North America, Lakewood Country Club, the Capital Chapter of Strategic Leadership Forum, The International Society for Strategic Management, and the Strategic Planning Board and Treasurer of Florida Avenue Baptist Church. Mr. Smith received the distinguished Torchbearer’s Award for Community Service from the Greater Washington Morehouse College Club.

    A native of Washington, D.C., Mr. Smith was educated in the District’s public school system. Mr. Smith earned his Bachelor's degree in Political Science from Yale University. He lives in Maryland with his wife and business partner, Janet Crenshaw Smith. They have three sons.

    March 4, 2011 – What Do I Do Now?

    Session Overview

    Ultimately, leadership is about taking action. Every leader will eventually find themselves in a situation where the thought, “What do I do now?”, comes to mind. When that thought occurs, action is usually needed immediately. Our March 4th Leadership Breakfast will provide an opportunity to apply your leadership philosophy and approach in several practical, real-time situations. You have an opportunity to understand how other leaders at the breakfast think about the same situation and might respond differently. We can also accommodate a couple of participant-provided situations.

    Tangible Take-Aways for Attendees:

    • Experience practical and varied responses to leadership situations we face
    • Test the linkage between your leadership philosophy and application

    About our Facilitator

    Mike Schutta , Ph.D., PMP, MBB is the Senior Manager for Process and Innovation Performance at Accenture.  Mike is an experienced consultant, project management and organizational development professional. He has provided process improvement/ Lean6sigma and business change management services such as, strategic planning, assessment and evaluation, executive and team development; and instructional systems design and training to government and commercial organizations. He holds a Doctor of Philosophy degree from Catholic University, Washington, DC and is a Lean Six Sigma Master Black Belt.

    Prior Sessions

    December 4, 2009

    What is Web 2.0 And Why Should I Care?

    Dick Davies
    Sales Lab. Incorporated

    Hosted by
    Norbeck Country Club
    17200 Cashell Road
    Rockville (Olney), Maryland 20853

    Click here for Directions to
    Norbeck Country Club

    Sponsored by
    Paradigm Mortgage

    Harnessing Your Web 2.0 Presence - Building and Using A Most Awesome Marketing Tool In Less Than An Hour A Day...And It's All Free!

    Dick Davies is and the President of Sales Lab. Incorporated. He likes free. He built his first website in 1995 when AOL told him he had free website space attached to his paid AOL email, He still has the email address (free), but AOL went out of the website hosting business after 13 years.

    Dick is a loud and frequent speaker. Two years ago he began studying Web 2.0 and Open Source Business models, built and sold an open source software company, and has given over a dozen presentations on this emerging technology paradigm .

    Today he has a free website with 500 free email addresses, a free blog, and a free LinkedIn page all of which keep him in weekly touch with over 30,000 customers, prospects, and admirers.

    This presentation is about how he does it, how participants in the audience are using free internet communication tools, and what results we are getting.

    Dick was one of the first presenters at the Leadership Breakfast in Reston, has presented there several times, has sponsored, and tries hard to attend the meetings.

    Contact Info

    Dick Davies is
    Desk (202) 331-4386
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