Meet the Coaches

Debra Turner Bailey

Debra Turner Bailey, based in North Carolina, is an executive coach and consultant who combines 20-plus years working with organizations and individuals to develop leaders in private corporations (supply chain, information technology and RDE), colleges and universities, family-owned businesses, and the non–profit sector. Debra’s clients receive creative, people-oriented solutions to improve leadership effectiveness, achieve business results and build inclusive environments.

Her coaching clients successfully move into more responsible roles in their organizations through her insights and empowerment. Debra’s approach to coaching is to highlight that every situation a leader faces is a choice point which has desired and undesired opportunities, risks and consequences. Using a decision analysis framework, Debra helps clients determine what they want and need from each situation and how best to achieve a desired outcome, manage risks, and minimize unintended consequences.

Key areas of expertise:

  • Leadership authenticity
  • 360-degree feedback
  • Team effectiveness
  • Succession planning
  • Diversity, equity, and inclusion (DEI)

Debra has built a legacy as both an individual contributor valued for her ability to make a deep impact on a focus area, and as a leader who excels at strategic thinking, leading collaborative efforts, and coaching others to realize their full potential.

In her former role as Global Diversity Officer, at Corning Incorporated, Debra was responsible for developing and implementing Corning’s global diversity strategy. She led the creation and deployment of a re-branding campaign for the Global Diversity office which more closely aligned the diversity and inclusion work to Corning’s focus on Innovation. Prior to this role, Debra held roles as Strategic HR Business Partner, HR Generalist and Director of 3 HR Centers of Excellence. Debra is certified in MBTI (Myers Briggs Type Indicator), Hogan Personality Assessment and LIFO.

Chris Bernal
Chris Bernal, MSOD, based in Houston, Texas, has, for nearly 30 years, coached executives from many countries and cultures. Fully bi-cultural (Spanish and North American), Chris understands the dynamics at play when people from different countries work together in global organizations.

Chris’ approach to coaching is built on the premise that trust is the essential factor found in successful coaching engagements. He establishes an atmosphere of learning-by-doing, which helps his clients increase their overall effectiveness, generate insights that lead to specific actions, and impact key organization goals and results.

Chris’ clients describe him as being tenacious, passionate, honest, knowledgeable, non- judgmental and gracious as he guides them around relationships with their superiors, direct reports and customers. He is an excellent communicator who helps leaders keep their eye on the prize by linking individual development efforts with priority business results.

In the late 80s and early 90s, Chris was part of a small team of behavioral scientists who pioneered many executive coaching and leadership development methods that have since been widely accepted as industry best practices.

Chris’ clients have included Walmart, Johnson & Johnson, Dell, Tenneco, PepsiCo, Pricewaterhouse Coopers, Hewlett Packard, Bristol-Myers Squibb, Marathon Oil, Sherwin Williams, AstraZeneca, Steelcase, Avon, and Hilton Hotels.

His greatest strengths are Action Learning Facilitation & Coaching, Communication Skills, Cross-Cultural & Expatriates, Group Coaching (affinity groups), Leadership Skills & Challenges, Onboarding/Transition Coaching, Self-awareness, Team Building, Team Coaching (intact teams), Team Dynamics, Work/Life Balance, Leadership Development, and Culture Change.

His assessment methodologies include Leadership Agility 360, Learning Styles Inventory (LSI), Situational Leadership, PDI 360 Inventory, Lominger-Korn Ferry 360 Inventory, Lominger Choices -Learning Agility, Birkman Method, and Hogan.

Chris received his BA in computer engineering from the University of Houston and his MS in Organization Development from American University.

Linda Brown

Linda Brown, Ph.D., based in Cleveland, is an executive coach and consultant who combines her 20+ years in business with her academic training to develop a deep understanding of her clients’ unique needs and goals, while also recognizing the context in which the client works. Clients report that they have increased their leadership effectiveness, gained greater self-awareness of how their behavior impacts others, and have been able to successfully move into more responsible roles in their organizations through her support and insights.

Linda’s areas of expertise include:

  • Executive and performance coaching
  • Selection assessment (psychological testing)
  • 360-degree feedback
  • Team development and coaching
  • Performance management systems
  • Family business consulting
  • Succession planning
  • Consulting during mergers and acquisitions to determine organizational fit

Linda works with clients in healthcare, manufacturing, family businesses, aerospace, scientific research, high tech, distribution, construction, education (secondary and higher education), retail, public sector, gas and oil, not-for-profit, and financial services. Her business experience includes roles at General Motors, Bendix, Kenworth Truck Company, Nestlé, and others.

Ellen Chernack

Ellen Chernack, based in Virginia, is a leadership coach and organizational consultant specializing in not-for-profit organizations. Ellen has two decades of experience as a fundraising professional. She has held many positions throughout her professional career, including CEO of The Jewish Community Federation of Richmond, Virginia. Recently, Ellen has served in a consulting capacity to the Jewish Federation of Palm Beach County and the Jewish Alliance of Greater Rhode Island, providing interim executive leadership and philanthropic direction to their fundraising campaigns. Ellen offers her clients customized consulting services and helps them develop strategic business and fundraising plans. She has organizational experience in all facets of non-profit governance with emphasis on designing and implementing development and fundraising initiatives, managing relationships with donors and volunteers, and, assessing organizational alignment.

Dwight Clarke

Dwight Clarke, based in Boston, brings over 30 years of business experience to his coaching practice. After beginning his career in international taxation, he transitioned to roles in sales and marketing, and then held roles of increasing responsibilities in human resources. This diversity of experience provides Dwight with a unique experiential credibility when coaching both senior and emerging leaders. Additionally, his business acumen is shaped by his experience in multiple industries including, financial services, media, utilities, and retail. He has worked for some of the world’s largest companies including JPMorgan Chase, Mastercard, MetLife, and Time Inc.

His coaching perspective is rooted in the infinite possibilities that exist in life, and he coaches his clients to achieve holistic personal effectiveness. Described by his clients as engaging, honest, and trustworthy, Dwight infuses humor and knowledge to guide his clients through a structured process including 360 and other assessments, debrief, and action planning.

He is an IPEC Certified Professional Coach and holds a Professional Certification in human resources from Cornell University and a master’s degree in Social Work from Columbia University.

He lives in Waltham with his fiancé Lisa and son Iain.

Linda Cohan

Linda Cohan, based in Boston, has over 30 years of experience, first as a clinical social worker, then as a human resource consultant, and for the past 20 years as an executive coach. Linda has worked with organizations to develop cultures that increase productivity, morale and trust. She engages leaders at all levels to create a climate of leadership that gets results.

Linda is currently on the Board of Directors of the Massachusetts Collaborative Law Council (MCLC), and was part of the faculty team that led entry-level training programs for 90 Attorneys and CEOs in Madrid Spain in 2013, in Bilbao Spain in 2015 and in Turin, Italy in October 2016. She has been a speaker at the Massachusetts Bar Association and has presented at the International Association of Collaborative Professionals Forum in Washington, DC.

Working with leaders across industries, Linda creates an environment that achieves results by inspiring others. This is done by developing and improving competencies that impact leadership performance such as: inner focus for self-awareness and self-management, outer focus for empathy and interpersonal effectiveness, and systems focus for vision and purpose.

Linda earned a BA and MSW from Boston University, an advanced coaching certification through Success Unlimited Network, and certification through Lynne Learning Labs to train and use the Index for Emotional Intelligence assessment tool. She is also trained in mediation through the Worcester Community Action Council and through the International Association of Collaborative Professionals.

Tracy Cyr

Tracy Cyr, a consultant in leadership development and talent management, has over 20 years of diverse experiences in HR and Learning. Given her background, she understands the life cycle of leaders at all levels to identify performance gaps and career opportunities. She implements programs, tools, and processes that are relevant and actionable for leaders and teams thorough customer discovery and needs analysis. She ensures that solutions stick by actively applying Bersin’s “four E model” (Experience, Exposure, Education, and Environment). Tracy focuses on individual and team assessments, performance coaching, learning events (in person and virtual), facilitation, mentoring, and peer coaching

Tracy has aligned her education and work to leadership development and process improvement. She received her Bachelors in Psychology from Dickinson College and Masters in Industrial Organizational Psychology from University of New Haven. With significant work experiences in Germany, Italy, and Spain, Tracy’s mindset and perspective is global and growth-oriented.

 She has experience working in a broad scope of industries and companies including Oxford Health Plans, Pitney Bowes, Merck KGaA, EMD Serono, and Liberty Mutual Insurance Group. Tracy is certified in Coaching, MBTI, Korn Ferry Hay Group Leadership Assessments, 360 Feedback, Instructional Design, Lominger Tools, and is a Six Sigma Yellow Belt. In addition to her passion for work, she finds great joy spending time with her family, playing music, travelling, and training for physical challenges including road and Spartan races.

Richard Dana

Richard Dana, Ed.D., is a Boston-based executive coach with over 30 years of experience as a business psychologist, business consultant and educator. Richard’s goal is to provide corporations, family businesses, start-ups, schools and non-profits with integrated and innovative opportunities for change, growth and success.

Richard is a Licensed Psychologist who received his Doctorate in Counseling Psychology from Boston University and held an appointment as Instructor in Psychology in the Department of Psychiatry at Harvard University Medical School. Combining his business expertise and clinical training, Richard developed the Executive Learning Profile®, a high definition road map. The Profile is developed through a dynamic assessment and coaching process that utilizes state-of-the-art cognitive, learning and personality research. Using his expertise in communications and group dynamics, the result is “a-ha” moments that build momentum for dynamic change.

Richard’s business consulting emerged naturally from his leadership of the highly regarded Dana Group Associates (DGA), a multi–disciplinary human services organization that Richard founded and sold in 2006. His experience leading DGA from start-up to mature business provides him a deep, first-hand understanding of the issues faced by small and intermediate sized businesses in varying economic climates.

Working with senior executives and management teams, Richard focuses on leadership and team development, communications and successful execution of strategic initiatives to drive performance and profitability. His experience ranges from large global corporations, to start-ups, mid-phase, closely-held businesses and family firms. A strong background in business, education and psychology differentiates Richard’s work in assessment, coaching and organizational consulting. This integrated skill set is particularly helpful for executives and teams in developing leadership competencies, bridging skill gaps, and building capabilities required for success.

His clients have included companies in financial investment services, manufacturing, construction, healthcare, consumer electronics, packaging, retail, industrial equipment, product design and education. 

Richard has been a member of Massachusetts Institute of Technology’s Venture Mentoring Service, the Family Firm Institute, and the American Psychological Association.

Joanne Derr
Joanne Derr’s clients achieve results and sustained behavior change. She works effectively to on-board new leaders to improve time to productivity, develops high potential leaders who achieve their next level career goals, and manages 360° feedback processes so that executives become aware of their strengths and areas of development.

In addition to individual executive coaching Joanne also works with teams. She is sought after by presidents and executive directors who want to achieve better business results and break down silos. Using actual business goals, together they identify the skills needed that will help the team personally connect and propel them forward, teaching and practicing new skills in a safe environment.

Through her signature coaching process and a variety of assessment tools, a client first becomes aware of their strengths and obstacles to changing desired behaviors, and then understands why and how those behaviors have impacted others and has served the leaders well in the past. Only then does she and the client move to action, defining specific skills and behaviors that the client wants to learn or change through coaching.

People hire Joanne for who she is. Clients report a coaching experience that is exciting, powerful, honest, funny, authentic, eye-opening, and action oriented that changes behavior and moves them forward to achieve more than they ever expected.

Jennifer Feldman

Jennifer Feldman, based in Boston, is a leadership and executive coach who has helped numerous professionals position themselves so they can be more successful at work. 

With over 20 years of experience in the healthcare technology and services industry, Jennifer has worked with multiple C-Suite executives from startups, growth stage and established companies. She has built marketing departments and worked with sales teams to develop corporate brands, messaging and positioning. Jennifer understands the importance of how companies and their leaders are perceived in the marketplace. Knowing how one is perceived is the key to understanding one’s personal leadership style and is the impetus to driving change. Leaders shape the culture and set the tone of the organization and are often unaware of the impact they make.

Jennifer has a talent for helping leaders make their best impact on the organization. She understands the dynamics and challenges that business leaders face in motivating and retaining employees to improve operational and financial performance.

Over her career, Jennifer has had extensive business and leadership experience. In 2007, she became the first employee as Director of Marketing at Connance, a healthcare analytics and technology company. She assisted in the company’s growth for 10 years and it was acquired in 2018 by Waystar. Prior to joining Connance, Jennifer ran her own independent healthcare consulting business for six years, where she worked closely with executives and CEOs of various companies, including Athenahealth and Sleep Health Centers. Previously, as a healthcare management consultant at Beacon Partners, Jennifer worked with hospital leaders nationwide in operational improvement.

Jennifer has a Graduate Certificate in Executive Coaching from William James College. She has Masters in Public Administration in health finance and management from New York University, and a BA in economics from Simmons College.

Bob Glover

Bob Glover, based in Boston, is a media and presentation skills coach. He is a seasoned communicator with over thirty years’ experience in broadcasting, marketing, and management. Bob is an Emmy-winning producer, manager, and on-air presenter of public affairs, entertainment, and children’s programs, and is a firm believer in the power and ability of stories to create a context for better understanding.

Bob is a storyteller whose production credits include Frontline, Sesame Street, Zoom, Peter, Paul and Mommy Too!, Ready to Go!, Rebop, and The Mort Sahl Show, as well as numerous national and local public affairs and entertainment programs for WBZ-TV (Boston), WGBH-TV (Boston), and WNET-TV (New York), along with corporate education programs for Disney, US West, and Simon & Shuster. Bob’s work has been recognized by the National Academy of Television Arts and Sciences, the New England Academy of Television Arts and Sciences, the Corporation for Public Broadcasting, Action for Children’s Television, the National Association of Broadcasters, the American Children’s Television Festival, and the National Association of Television Program Executives.

He is also the recipient of the Parents Choice Award and the Award for Excellence in Children’s Programming. Bob’s management credits include Executive Director of the Boston Film/Video Foundation, Executive Vice President of BBK Communications/BBK Patient Recruitment, and an Executive Producer of the WGBH Educational Foundation.

Marsha Hurwitz

Marsha Hurwitz, based in Atlanta, is a fundraising coach who guides non-profits on resource development strategies. Marsha served as Chief Operating Officer for the Jewish Community Federation and Endowment Fund of San Francisco, prior to which she spent 10 years as CEO and President of the Jewish Community Federation of Columbus. Throughout her professional career, Marsha has chaired and served on many national and international philanthropic and leadership committees and boards.

Before Columbus, Marsha worked in her home state of Virginia serving as the Executive Director of the Jewish Community Federation in Richmond. She also served as Acting Director of the Richmond Federation’s Endowment Fund, and held senior positions with Jewish Family Services and the Tidewater Federation. Marsha received her B.S. in Nursing Home Administration from Medical College of Virginia and a Master’s degree in Gerontology from Virginia Commonwealth University.

Todd Iarussi

Todd Iarussi, based in Boston and Providence, coaches for the ripple effect—the tremendous positive impact that leaders can have on others when they embody their values and take ownership for how they show up in the world. He coaches leaders in Fortune 500 companies, family businesses, government organizations, foundations, and athletics organizations. Todd specializes in working with leaders on influencing, executive presence, vision development, time management and delegation, accountability, and decision making.

Todd’s experience as a VP with a retained executive search firm, where he also interviewed 1,000 leaders, lends a practical, results-based perspective to his coaching. Earlier in his coaching career, Todd spent two years co-leading team-building and leadership development retreats around the world with a former U.S. Olympic leadership and performance coach.

Todd cares about helping leaders build resilient, high-performance teams that learn, collaborate, and get results. He has a passion for supporting leaders who have to make tough decisions while honoring shared values and goals, and who want to sustainably meet the challenges of competition, complexity, and change in their roles and organizations.

James R. Jandl

James R. Jandl, based in Boston, provides Consulting and Executive Coaching services to the business community and teaches at the graduate level. Most recently he served as Executive Vice President for the Oxford Divisions of On Assignment, Inc., an international provider of contract consulting and permanent placement services in the IT, Software, Engineering, Life Sciences and Digital & Mobility sectors with more than 35 offices in the US and Europe and revenues over $600 million. At Oxford, James was directly responsible for all back office operations including HR, Legal, Management Development & Training, Staffing and Finance James holds a BA and MA in Psychology from the University of West Georgia and spent the early years of his career as a therapist working with chronic schizophrenics in clinical settings. Prior to Oxford, James worked extensively in all areas of HR and Organizational Development with a focus on labor relations, management development and training primarily in start-up, turn around and high growth settings for organizations such as Iron Mountain Records Management, Sheraton Hotel Corporation, and Beacon Hotel Corporation. In addition, James has taught as an Adjunct Professor at the Van Loan School of Graduate and Professional Studies at Endicott College and also provides Executive Coaching and Outplacement services for professionals in transition. He has presented at numerous seminars and classes on topics related to management, business strategy and Human Resources issues. James has served as secretary for the HR/IR Forum at MIT’s Sloan School, was a member of the Corporate Advisory Panel for the Van Loan School of Professional and Graduate Studies at Endicott College and served on the Cooperative Education Employer Advisory Board at Gordon College. He is also a past chairman for the Northshore Heart Walk for the American Heart Association.

Nancy K. Kaufman

Nancy K. Kaufman MSW, MPA has had a distinguished career within non-profit, government and Jewish communal sectors.  She is recognized for her commitment to advocacy and the advancement of social change in both established and start-up organizations. She has an impressive track record of not only establishing, but reviving and expanding existing organizations, fundraising and overseeing organizational growth and sustainability; innovative program development, hiring and supervising high functioning teams; partnering with boards of directors on governance, policy formulation and strategic planning. She has recently created a strategic consulting and coaching business where she is focusing on high level organizational change strategies for NGO senior managers as well as coaching for women in the c-suite or who aspire to the c-suite.

Kaufman recently stepped down as chief executive officer of the National Council of Jewish Women (NCJW), a grassroots organization of volunteers and advocates who turn progressive ideals into action. Inspired by Jewish values, NCJW strives for social justice by improving the quality of life for women, children, and families and by safeguarding individual rights and freedoms. Nancy was hired in 2010 as the first CEO in 125 years and moved the organization from an operating board to a governing board. She initiated and oversaw the transition of this volunteer-driven legacy organization to become a vibrant progressive Jewish women’s organization with sixty sections across the country and a new consolidated headquarters in Washington DC.

Prior to joining NCJW, Kaufman served as the executive director of the Jewish Community Relations Council (JCRC) of Boston for twenty years, where she led the social justice, Israel advocacy, and governmental affairs agendas for Boston’s Jewish Federation and its agencies. She created a national model of engaging Jewish communities in multi-faith organizing and meaningful social justice work.

She has also held a variety of positions related to health and human services delivery in state and local government and in the nonprofit sector, including being founding executive director of a community action agency and working for the Dukakis administration as deputy director of the Governor’s Office of Social Policy, assistant secretary of Health and Human Services, and deputy commissioner of the Welfare Department for the Commonwealth of Massachusetts.

Kaufman is a graduate of Brandeis University and received an MSW in community organization and social planning from the Boston College School of Social Work and a mid-career Master’s in Public Administration from the John F. Kennedy School of Government at Harvard University. She is also a recipient of an honorary doctorate in Public Service from Northeastern University. Among other honors, she has received awards  for: Greatest Contribution to Social Policy from the National Association of Social Workers; Alumni Achievement Award from Brandeis University;  Woman of Valor Award from the Jewish Funds for Justice; Bernard Reisman Award for Professional Leadership from Brandeis University’s Hornstein Program; and the Community Leadership Award from the Armenian Assembly of America and was recognized four times by the Jewish Forward as one of the top 50 Jewish leaders in North America.

Richard Koonce

Richard (Rick) Koonce, based in Massachusetts, is an accomplished leadership coach who has worked with executives and teams in North America, South America, Europe, Africa and Asia. The co-author of six books, including Growing Leaders, (ASTD, 2001) he has coached executives at all levels in a diverse range of industries including banking, professional services, pharma, healthcare, creative services, publishing, manufacturing, aerospace and defense. He has also worked extensively with nonprofits, NGOs, academic institutions and federal government agencies.

Rick’s particular passion is helping executives and managers lead change, build strong leadership teams, enhance their executive/leadership presence, and communicate effectively with key internal and external stakeholders. He writes frequently on leadership, coaching and team building subjects for organizations such as The Conference Board and the American Society for Training & Development. He also speaks frequently on these topics before various business and professional groups.

Rick’s coaching methodology involves a rigorous process of asking probing questions, generating self-reflection, building trust and rapport, and helping those he coaches develop clear (and measurable) goals. Clear agreement is struck, early in each coaching engagement, to align coaching goals with business or organizational strategy, and to address existing/emerging skills gaps or professional development priorities. As coaching proceeds, various coaching methods are employed, based on appropriateness, to accelerate and facilitate the coaching process, and to gauge progress. These methods include assessments and self-inquiry exercises, diagnostic interviews, and tools such as 360-degree feedback, the Wilson Learning Center’s Social Styles Matrix, and the Burke-Litwin Model of Change Management. 

Rick holds the credential of Professional Certified Coach (PCC) from the International Coach Federation (ICF). He received a Master’s in Political Science from Georgetown University and a Bachelor of Arts in Psychology-Sociology from the College of William and Mary. He is a member of the International Coach Federation (ICF) and the International Executives Resource Group (IERG). He was awarded a Leadership Coaching Certificate from Georgetown University’s Institute for Transformational Leadership in 2005, and serves as an Executive Coach at the Wharton Business School at the University of Pennsylvania.

Rick is certified to administer several leadership assessment instruments developed by the Center for Creative Leadership. He is also MBTI-qualified and FIRO-B qualified.

Besides being a coach, Rick is also a skilled facilitator who frequently designs and leads team building programs and executive retreats for corporate clients.

Prior to becoming a coach and facilitator, Rick worked for 15 years as a senior contract consultant to PricewaterhouseCoopers, IBM Consulting, and Watson Wyatt Worldwide. He and his family live on Cape Cod, MA.

Megan Laufman

Megan Laufman, based in Los Angeles, is a performance and leadership coach who is passionate about helping individuals and companies reach their highest potential. Megan provides her clients with insight and tools to deepen their understanding of themselves, their work, and their community. Utilizing her strong business acumen and holistic approach, Megan helps clients build on their strengths and align with their overall purpose. She has collaborated with leaders across a diverse range of industries including real estate, finance, technology, healthcare and retail.

Prior to becoming a coach, Megan was a Consultant in Executive Search and spent ten years working with two global, retained executive search firms. In that time, she worked closely with large and small organizations to solve talent problems and was skillful in identifying the right candidates to succeed in certain environments. With wide-ranging experience in both the executive search and commercial real estate industries, Megan has served a variety of clients in their transformation and talent needs and has successfully placed senior-level executives in publicly-held and privately-owned companies. Megan graduated from the University of California at Santa Barbara with a B.A. in Communication.

Morlie Hammer Levin

Morlie Hammer Levin, based in Massachusetts, combines her analytical expertise with her hands-on experience leading major non-profits to advise high-potential organizations and executives. She helps shape strategy and evaluate alternatives, develop organizational capacity to achieve high-level results, craft team cultures that support professional development and growth, fine-tune board and staff relations, and coach both lay and professional leaders. Morlie was most recently the CEO of NEXT, the alumni division of the Birthright Israel Foundation. Prior to that she served as the National Executive Director of Hadassah and was the Vice President of Strategic Planning and Donor Initiatives at the Jewish Federation of Greater Los Angeles where she launched LA’s first Jewish Venture Philanthropy Fund. Before entering the Jewish communal field, Morlie was a Senior Analyst at the Rand Corporation and ran her own consulting firm focusing on strategic planning and marketing for Fortune 100 companies. Morlie completed her undergraduate degree at UCLA and has a Masters in Policy Analysis from Claremont Graduate School where she studied under Peter Drucker. She is a Wexner Heritage Fellow, a member of the Jewish New Teacher Project Leadership Council, and was a founding member of the Board of the Jewish People Policy Institute.

Richard Levin

Dr. Richard Levin, based in Boston, is widely recognized as one of the first executive coaches. He is one of a half-dozen global leaders who have created and shaped the coaching profession since its inception in the 1980’s.

Richard is a leadership developer, trusted business advisor, television commentator, and newspaper columnist with a special knack for bringing successful people together.

As the founder and principal of Richard Levin & Associates (the first executive coaching firm, and the first network of independent executive coaches); as co-author of the popular and powerful book Shared Purpose: Working Together to Build Strong Families and High Performance Companies; and as a founder of Boston University’s Center on Work and Family, Richard has stretched the boundaries of creativity, inclusiveness, and collaboration to build extraordinary organizations.

Richard’s clients have included corporations, medical practices, family-owned businesses, law firms, accounting firms, and not-for-profit organizations. His clients have included Walmart, Fidelity, Gillette, Timberland, American Express, AT&T, State Street Bank, Biogen, Bristol Myers Squibb, Merck, BJ’s Wholesale Club, and many, many others.

Richard has been interviewed by most major newspapers, radio stations, and television news programs. For 20 years he co-wrote a newspaper column, As We Live and Work, with one of his mentors, Dr. Barrie Sanford Greiff (published in the Boston Business Journal and syndicated widely), and for many years was a regular commentator on the PBS Nightly Business Report. In addition, Richard has written several publications on flexible benefits, work/life stress, and family businesses. His 1992 article, “The Family Circle: Psychological Issues and the Family Business,” was selected by the Family Firm Institute as one of the ten best articles on family business, and was republished in the book The Best of Behavioral Science. His 2001 White Paper on Children’s Reactions to Stress was distributed globally by the United Nations the day after the tragic events of 9/11.

Richard received his BA and MA from Brandeis University and his Ed.D. from Boston University. He is certified in the Hogan Personality Inventory.

Sara Miller-Paul

Sara Miller-Paul, Coaching Practice Manager, Consultant, and Facilitator, is based in the greater Boston area. In addition to her client-facing roles, she has also served as Richard Levin & Associates’ Managing Director—overseeing a number of marketing and operational initiatives, and striving to understand the needs of potential clients in order to connect them with the best coaches, consultants, and facilitators. As Coaching Practice Manager, Sara connects the administrative piece of the work with coaches and clients, and strategizes for communication externally and internally.

As a coach, Sara prioritizes developing trusting relationships with her clients, such that shared goals and challenges alike can be approached with understanding and strategic savvy. She enjoys helping clients find creative solutions that position them for success and believes that learning across organizations and fields can yield strong results.

Sara has previously worked in Providence, Rhode Island at a campus-based organization devoted to student engagement and education, as well as with organizations such as a museum, an arts institute, and a women’s shelter abroad. She has a BA from Brandeis University. A graduate of the MBA program at the Heller School for Public Policy, also at Brandeis, Sara devoted her graduate fieldwork to a diversity of competencies: education, data analysis, and human resources policy research. Sara has also completed the “Facilitation for Community Engagement” training through Essential Partners.

Gennifer Miller Dornstreich

Gennifer Miller Dornstreich provides leadership development and coaching services for executives, entrepreneurs and high potential professionals seeking to develop the skills necessary to build strong teams, deliver authentic impact and show up powerfully in their work. She specializes in helping clients develop a high degree of emotional intelligence, increase conscious decision making and find greater fulfillment in their careers. She does this through the alignment of career potential and self-mastery.

Gennifer is a certified in Core Energy Coaching™ and a Master Practitioner of the ELI Assessment tool. This a proprietary, research backed attitudinal assessment designed to illuminate how an individual’s mindset impacts leadership effectiveness.

Gennifer Miller has received 400+ hours of intensive training in coaching and has accumulated over 350+ hours of paid coaching work. She works with clients in a one-on-one or group coaching setting. She also delivers workshops on the topics of business development/energetic sales, problem solving/conflict management, time management/balance, dynamic communication and high energy relationships/teams.

Gennifer began her career as an entrepreneur, running her own business for 8 years. She wrote and produced written, video and interactive content on personal and professional development for a subscription based online magazine. In addition to creating content, she produced monthly workshops, webinars and interactive events.

She is a graduate of Tufts University (BA), Babson College (MBA) and the Institute for Professional Excellence in Coaching (CPC). She resides just outside of Philadelphia with her husband and two daughters.

Monika Moss-Gransberry

Monika Moss-Gransberry, based in Cleveland, is an extraordinary visionary and the designer of Life Mapping, supporting people all over the world in mapping the life they dream of living. In 1996, she began to share this process through workshops and seminars. In 2007, she authored the book, Life Mapping: A Journey of Self Discovery and Path Finding.

Her business career spans almost 30 years, where Monika has dedicated her talents to transforming organizations and building the capacity of individuals in them as a coach and consultant. Monika is a trusted thinking partner, master facilitator and executive coach to entrepreneurs, nonprofit executives and leaders who value her systems approach, the way she expands their thinking, and partners with them in creating integrated strategies to address the complexity of the challenges they face be they external or internal.

Monika has earned the prestigious title of certified Gestalt OSD Practitioner and currently serves on the faculty of the Gestalt OSD Center. Monika also serves as a senior coach and trainer for Move the Crowd and serves on the faculty of the Goldman Sachs 10,000 Small Business Initiative. She has taught at several universities and is a regular presenter and trainer at regional and national conferences.

In addition to her book Life Mapping, Monika is a contributor to Embracing Cultural Competency: A Roadmap for Nonprofit Capacity Builders. She holds Bachelors and Master’s Degrees from Howard University and Columbia University, respectively, is a member of Leadership Cleveland, and involved with numerous community and civic organizations.

Mike Nikitas

Mike Nikitas, based in Boston, has been successfully training people to better communicate internally and externally with clients, key stakeholders and the public, through public speaking, TV, radio, print, and online for more than 20 years.

Mike is an award-winning former TV news and business anchor in Boston, with 36 years of daily news, interviewing, hosting and moderating experience in television and radio. He anchored live TV coverage of many major events, including the Boston Marathon bombings, 9/11, the New Hampshire Presidential Primaries, and championship celebrations for the Patriots, the Red Sox, and the Celtics. 

Mike teaches “Media Strategy and Skills” to graduate students at the Carsey School of Public Policy at the University of New Hampshire. He has a special interest in veterans’ issues, and emcees the annual Massachusetts Veteran’s Day Ceremony. Mike has appeared as a newscaster in two movies, including the hit film Ted.

Mike is a five-time Emmy nominee as Outstanding Anchor in the Boston/New England region, and has been inducted into the prestigious “Silver Circle” of the National Academy of Television Arts and Sciences.

Mike’s clients have included the British Consul General of Boston, and leaders at John Hancock, State Street Global Advisors, SailPoint, Software AG, Axis Communications, Magellan Jets, DataRobot, CyberArk, Adviser Investments, Sig Sauer, PA Consulting, the Boston Globe, the Boston Business Journal and the Boston Museum of Science.

Sally Ourieff

Sally Ourieff, MD, based in Boston, brings over 25 years of experience as a physician, corporate leader, and non-profit founder to her work as an executive consultant and coach. As founder of Translational Consulting, she works with physician and scientist leaders in healthcare, pharma, and biotech as well as with executives in a variety of industries including retail, finance, manufacturing, and non-profits.

Sally is on the faculty at The Heller School of Social Policy and Management at Brandeis University, where she launched their new Executive MBA for physicians. She currently teaches the thesis/capstone course overseeing the students’ successful implementation of a major change initiative within their institution and directs the Leadership Coaching Program. She also helped lead The Heller School and Physicians Foundations 2015 national meeting on best practices in physician leadership training. Sally is a Founding Fellow of, and advisor to, the Institute of Coaching at Harvard Medical School and leader of The Boston Executive Coaching RoundTable, a group of Boston’s leading executive coaches.

Sally has held leadership positions in a variety of healthcare settings including Associate Medical Director of Merit Behavioral Healthcare, Medical Director of Addictions and of Child Psychiatry at Deaconess Waltham Hospital, and Medical Director of several community mental health agencies. She is on the Board of Directors of two healthcare non-profits: Care 2 Communities, providing primary care services in Haiti, and the EDI Institute, using mobile photography as a therapeutic tool in mental health. Sally is also co-founder of Hatun Runa, a non-profit that brings teams into the Peruvian Andes to support medical and educational development.

Prior to medical school, Sally worked as a journalist for the Lowell Sun newspaper. She then combined her journalism and medical background as an on-air radio host for Talk America, script advisor for Warner Brothers television (including ER and The Client), and on-air host for WFXT television’s original programming. Before college she was a professional dancer with the Los Angeles Ballet. Sally graduated with academic honors from Stanford University in Human Biology and Journalism and received her medical degree from Harvard Medical School.

Leto Papadopoulos
Leto Papadopoulos, based in Boston, is an ICF-certified coach and an organizational development consultant. She combines her corporate and consulting experience by identifying needs and opportunities to accelerate growth through individual coaching and programming.

As a coach, Leto has worked with high-potential professionals to help empower them to gain confidence and assertiveness in the workplace, improve team communication, as well as create and maintain a positive quality of life by helping them identify priorities and learning to say no, when necessary. She is also experienced in conducting 360 assessments and working with her clients to make positive and productive changes based on the feedback they receive.

In addition, Leto is skilled in facilitation and workshop design and delivery. She has facilitated many team meetings and brainstorming sessions, and especially likes creating and delivering workshops on topics such as career transition, branding, and networking.

Leto previously worked as an outplacement consultant, where she helped many individuals of all levels successfully transition into new roles, and many times into new fields. In this capacity, she gained an understanding of many industries, including non-profit, medical device, finance, high technology, and others. She finds that many of the same themes or issues arise in organizations, regardless of the industry.

Leto holds a BA in Psychology from Drew University, and an MA in Organizational Psychology from William James College. She earned her ICF certification through The Coaches Training Institute, and is certified in the MBTI.

John Poirier

John Poirier, Ed.D., based in Boston, is an executive coach with expertise in Human Resources Development and Management. As part of his practice, John takes on the roles of coach, consultant, trainer, and facilitator to help clients develop the competencies they need to enhance organizational effectiveness, team learning, and individual performance. John’s combined expertise in Business and HRD allows him to directly link people strategy to business strategy. His varied experiences as a corporate manager, management consultant and college professor help him relate to clients using their own frames of reference.

As an executive coach with an MBA, John is particularly effective with C-Suite clients given his ability to quickly understand contextual business challenges. He has worked with executives at EMD Serono, Fidelity Investments, Liberty Mutual, Parexel and Putnam Investments. Clients include identified high potentials as well as many individuals focused on improved leadership effectiveness. As a consultant with SPHR certification, he has helped hundreds of HR professionals with their functions and their own professional development, with projects at CVS, UMASS Memorial Medical Center, and Wachovia. John has also facilitated many off-site meetings for organizations such as John Hancock and Aon Hewitt. As a trainer, he has logged countless hours leading management development programs for managers from all functional disciplines. Public sector clients have included not for profit organizations such as the Seven Hills Foundation and government agencies such as the Federal Deposit Insurance Corporation, NASA and the US Forest Service.

Dr. Poirier is also a Lecturer in the department of Management at Bryant University where he teaches courses in Human Resources Management and Organizational Behavior.

John earned his Doctor of Education degree from Nova Southeastern University in Ft. Lauderdale, Florida. He also holds an MBA from Bryant University and a Master of Science in Organizational Development from American University in Washington, D.C. John also holds the SHRM-SCP designation from Society for Human Resource Management and SPHR from the HR Certification Institute.

Hilary Potts

Hilary Potts, based in Connecticut, specializes in strategy execution. As a change strategist and executive coach, Hilary specializes in leadership, organizational change, and executive transitions. Her work is built on a strong foundation of practical business experience, extensive consulting expertise, and deep transformational practices. 

With over three decades of experience leading and advising organizations, Hilary knows firsthand the importance of creating and implementing strategies to grow healthy companies. Hilary serves as an advisor and coach to some of the world’s most prominent companies. She has worked with thousands of leaders implementing powerful principles and practices for achieving smarter, smoother transitions that drive business results.

Hilary encourages leaders to go beyond the obvious to achieve positive outcomes. She advises organizations in the preparation and implementation of strategic initiatives. She coaches executives to develop strategies and plans to fast-track into new roles, and guides leaders in navigating the cultural aspects of pre- and post-merger integrations.

Drawing on her expertise, Hilary is the author of The Executive Transition Playbook: Strategies for Starting Strong, Staying Focused, and Succeeding in Your New Leadership Role. The book offers senior leaders powerful principles and practices to achieve a smarter, smoother transition during a leader’s first 90 days and beyond. Hilary published her second book in 2017, The Truth about Change: A Leader’s Guide to Successfully Executing Change Initiatives. The book reveals the pitfalls leaders encounter and lays out a clear path to leading change throughout the organization. Hilary’s newest book Change-Up: How Executives Lead Change and Deliver Results provides practical strategies for leaders to execute changes to accelerate and sustain results.

Hilary’s unique professional background makes her an invaluable resource as both a mentor and a coach. She knows firsthand the importance of creating and implementing strategies to develop leaders and grow healthy companies. Hilary served as CEO and President for a global leader in performance-based consulting. She spent the first fifteen years of her career at a Fortune 500 chemical company, where she held a variety of sales and business management positions. 

Whether she is working with an executive in a one-on-one setting or engaging with a team, Hilary focuses on bringing out the best in people. Leaders develop a clear direction for their teams and individuals work together to make better decisions and execute plans more efficiently. Hilary becomes a trusted advisor and confidante who is sought out long after her formal consulting and coaching engagements are complete.

Denise Rosenblum

Denise Rosenblum, based in Boston, is an executive coach with over 25 years of professional development and marketing experience, having worked at global companies including McCann Erickson, Young and Rubicam, Hill Holliday and Arnold Worldwide. She specializes in developing employees to become stronger communicators, managers and leaders. Denise works with companies to create an environment where employees feel valued as a result of career development, training, feedback and coaching.

Denise is a seasoned trainer, executive coach and an expert in communication skills, managing and motivating people, customer relations and leadership skills. She has excellent insight into people’s strengths and opportunities for growth.

Her areas of expertise include: executive leadership and management coaching, assessing individuals’ strengths and areas of development in management and leadership roles, identifying communication styles and how/where to flex your style, providing talent assessment evaluations to company leadership, building business through relationships and excellent client service, performance management and giving constructive feedback, developing and delivering successful and engaging presentations, conducting efficient and productive meetings, and time management and prioritization.

Denise has led management training for doctors at The Institute for Community Health. She is also an active volunteer for Boston Children’s Hospital and has conducted pro bono training work for their administrators over the years.

Annette Rubin

Annette Rubin, based in Boston, is a Certified Professional Coach. She is a strategic partner, passionate about helping others create their own success, guide their own development, and become dynamic leaders. Her exceptional combination of passion, interpersonal skills and management expertise has made her an outstanding nonprofit leader and coach.

Annette believes that challenges are opportunities for growth. She has helped nonprofit organizations and professionals meet their challenges, strengthen their leadership and strategic skills, clarify values, create a vision for the future and develop goals and an action plan for change. She supports nonprofit leaders, both staff and board, to enhance individual and team performance, improve working relationships and achieve success. 

Annette’s clients describe her as astute, thoughtful and intuitive – a creative, seasoned leader and coach. Her coaching services have been a powerful professional development tool for staff and leadership and have led to positive culture change, enhanced productivity, improved management and more effective leadership. 

Annette’s successful coaching techniques are based on more than 20 years of experience. She created and led the Cardiovascular Wellness Center at Brigham and Women’s Hospital, developed Boston Children’s Chorus from a start-up to an innovative, internationally renowned organization, led Executive Service Corps of New England through extensive growth and restructuring, directed organization expansion and new program development at Project Bread/The Walk for Hunger and headed the Office of Community Economic Development for the Commonwealth of Massachusetts.

Annette has provided direction and motivation to clients, employees, partners, and colleagues and has increased the scope and impact of several organizations. Her coaching clients have included The Boston Foundation, West End House, Italian Home for Children, Seeding Labs, Found in Translation, Facing History, MACA, CAC of Bristol County, Wildflower Foundation and others. Annette also coaches nonprofit professionals in areas of career development, job search and work/life balance.

Annette holds a Master’s Degree in City and Regional Planning from Rutgers University Graduate School of Urban Planning and Policy Development, a Bachelor’s Degree from Clark University and was a Fulbright Scholar in Mexico. She speaks fluent Spanish. Annette is an IPEC Certified professional coach and Energy Leadership Index™ (ELI) Master Practitioner. She also has received certification as a health coach from the Villanova University College of Nursing.

Teri Sica

Teri Sica, LICSW, based in Boston, refers to herself as a Motivational Life Coach, and is best known for her popular radio talk show on Boston’s South Shore and her wide-ranging speaking engagements. Teri has nearly 30 years of experience as a psychotherapist, and has developed a unique ability to engage and motivate her clients toward change. Her working philosophy is based upon the belief that challenges are opportunities for authentic change and growth. Teri’s work with authenticity focuses on building stronger relationships, enhancing communication, improving performance, expanding upon one’s talent, conquering self-doubt, positive conflict resolution, overcoming fears, and discovering a new level of freedom—the freedom to “be.”

Other initiatives include the publication of her article in the Boston Business Journal, “A Few Business Lessons from the Equestrian Arena.” As an equestrian rider, Teri utilizes a collection of metaphors from the equestrian arena to illustrate life and business lessons. She highlights the importance of overcoming fears, achieving greater balance, discovering our own truths, and forward thinking as key issues in this learning process.

Donna Star

Donna Star is an energetic, compassionate, and seasoned business executive with expertise in sales, client, and office management, including creating and managing all financial aspects of a business: software, talent acquisition strategies, integrations and more. After a successful corporate career with TMP Worldwide (where she was named the best Client Relationship Manager in the company), Donna entered the world of executive coaching. Having overseen many different initiatives at TMP, Donna is able to connect to the challenges her clients face with an experienced and measured perspective.

Drawing from her years in the corporate world mentoring colleagues, Donna is most motivated by developing her clients—helping them access the power they have in their roles and not letting their “jobs rule them.” She helps her clients become aware of both how they show up in their roles and of the possibilities they have in front of them, in the spirit of maximizing their potential and their effectiveness.

She is certified in both the Predictive Index and Energy Leadership Index, and is a graduate of the iPEC program.

Vicki Stearn

Vicki Stearn, based in Washington, D.C., is a social media coach and adept communications generalist, whose wide-ranging interests enrich her creative approach to public relations and stakeholder engagement. Vicki offers extensive experience launching new products, building communications departments, and developing and implementing highly successful public relations initiatives in many arenas, including consumer high tech, consumer electronics, cable TV, satellite, radio, education, automotive, and environmental issues. One of her core competencies is bringing technical or complicated products to a consumer market.

Vicki was PR director at Sage Communications, director of corporate communications for iBiquity Digital, and was part of the management team that launched the XM Satellite Radio brand and took the company public. Part of her role at XM was developing the communications and investor relations departments.

Before joining XM, Vicki held several positions at Discovery Communications where she was responsible for designing and implementing public relations campaigns for the cable TV network’s new initiatives, including the pay-per-view service Your Choice TV, BBC America, Discovery Multimedia, and Discovery Education.

Previously, Vicki was Manager of Communications for Showtime Networks, responsible for local-market publicity campaigns across the United States, including the award-winning Funniest Person in America talent search. Prior to Showtime, Vicki was the managing editor of Videography magazine and before that production assistant for Boston’s then ABC affiliate, WNAC-TV. Vicki holds a degree in broadcast journalism from Boston University, where she was news editor of The Daily Free Press.

Rabbi David Teutsch

Rabbi David Teutsch, based in Philadelphia, is Senior Consultant to the Center for Jewish Ethics and the Louis & Myra Wiener Professor Emeritus at the Reconstructionist Rabbinical College, where he previously served as President for a decade.

His recent work, A Guide to Jewish Practice: Everyday Living won the Kraft Prize, the National Jewish Book Award for Contemporary Jewish Life and Practice. The second and third volumes, A Guide to Jewish Practice: Shabbat and Holidays and A Guide to Jewish Practice: The Life Cycle, were published in 2014. Rabbi Teutsch was Editor-in-Chief for the groundbreaking seven-volume Kol Haneshamah Reconstructionist prayer book series. His textbook Making a Difference: Jewish Leadership and Not-for-Profit Management, came out in 2009. He is also the author of Spiritual Community: The Power to Restore Hope, Commitment and Joy and dozens of other books and articles.

Rabbi Teutsch is a past president of the Society of Jewish Ethics and of the Academic Coalition for Jewish Bioethics. A past member of the Conference of Presidents, he has served on the boards of over a dozen other organizations, including schools, synagogues, and magazines.

A renowned lecturer, consultant and trainer, he has previously served as Executive Director of the Federation of Reconstructionist Congregations and Havurot, as Program Director of CLAL, and as a congregational rabbi. An honors graduate of Harvard University ordained by Hebrew Union College-Jewish Institute of Religion, he earned his Ph.D. at the Wharton School, where his dissertation dealt with organizational ethics. He has received honorary degrees from the Jewish Theological Seminary, Hebrew Union College and Reconstructionist Rabbinical College.

With 40 years of coaching and consulting experience, Teutsch understands the task of a consultant to be to help with skill-building, analysis, reflection, process design and moral reflection so that organizational leaders can increase their effectiveness, expand their accomplishment, encourage the development of others in their system, and derive growth and joy from their work.

Barry Wanger

Barry Wanger, based in Boston, is a public relations coach and President of Wanger Associates, a leading public relations agency, founded in 1984, which specializes in media relations, crisis communications, and public relations audits. Barry has won more than 25 regional and national public relations awards for his work on such projects as the robbery at the Isabella Stewart Gardner Museum, the launch of the $100 million American Business Collaboration for Quality Dependent Care, and the 50th anniversary of the Framingham Heart Study.

Prior to starting his agency, Barry served as director of public affairs for the National Endowment for the Humanities, Brandeis University, and the University of California at Santa Barbara. He also worked as a newspaper editor and political press secretary for U.S presidential, senatorial, and mayoralty campaigns. While Wanger Associates primarily focuses on serving non-profit organizations, particularly educational institutions, health care organizations, and foundations, Barry has also provided public relations support for major corporations, including IBM, AT&T, Bank of America, Stride Rite, and MobilExxon. Barry is a fellow of the Public Relations Society of America (PRSA) and has received lifetime achievement awards from PRSA (Boston Chapter) and the Publicity Club of New England. He is a former adjunct professor of public relations at Boston University.

Suzanne Wilkins

Suzanne Wilkins, based in Boston, is a coach and organizational consultant with over 20 years of experience working with organizations and individuals to develop leaders in healthcare, higher education, retail, financial services, and non-profits. 

Suzanne coaches leaders to enhance their own performance and to create inclusive environments in which organizational goals can be achieved. As a registered drama therapist, Suzanne uses traditional coaching approaches and invites her clients to utilize embodied techniques and tools from the arts to develop critical insights into the myths, meanings, metaphors and memes that drive each leader’s behavior and effectiveness. 

As a consultant, she helps organizations develop and fully leverage the talents of their valued employees through coaching, creation and facilitation of long-term developmental experiences, training and building inclusive environments.

In her former role as Director of Program Services at The Partnership, a Boston-based firm specializing in talent development for professionals of color, Ms. Wilkins led the organization’s flagship leadership development programs and guided the firm through a six-month transition period as Interim President and CEO.

She has worked with a wide variety of clients, including Harvard Pilgrim Health Care, Brigham & Women’s Hospital, Commonwealth Care Alliance, Massachusetts General Hospital, St. Mary’s Center for Women and Children, Tufts University, The TJX Companies, Inc., and Harvard Business School. 

Wilkins is a sought-after conference presenter on leadership development and personal transformation. She is a presenter at the Linkage Women in Leadership Institute and coaches through the Harvard Business School Executive Education programs. Wilkins has been a guest lecturer at Babson College and Bentley University, The Institute for Nonprofit Management and Leadership and on the faculty of Cambridge College. A playwright and actress, Wilkins performs Undiscovered, a one-act play on a woman’s journey through mid-life.

She earned her BA degree from Princeton University, her MA from Lesley University and her Registered Drama Therapist credential from the North American Drama Therapy Association. Wilkins has served on several non-profit boards and is a Fellow Member of the Institute of Coaching at McLean Hospital.

Joe Wolke

Joe Wolke, based in Boston, is a Strategy Coach and Infrastructure Consultant who brought more than 30 years of business management experience to his senior advisory position at Forsythe Solutions. Twenty of those years were spent in executive IT positions defining, communicating, and implementing IT strategies in global, fortune 1000 companies. As a Managing Principal focusing on IT Strategy, Joe worked with clients to identify, define and execute those initiatives and projects that can most effectively deliver the value of IT to their organizations.

Joe has experience across a broad spectrum of IT disciplines including operational effectiveness, data center and consolidation strategy, project and program management, IT organizational design, business continuity and disaster recovery, enterprise architecture, data warehousing and application development. He uses this experience to look holistically at IT initiatives, assuring that business objectives and anticipated value are realized.

Prior to joining Forsythe, Joe spent seven years at the Aon Corporation, a Fortune 500 company that provides insurance brokerage and risk management services world-wide. He served initially as a divisional CIO and later as Vice President of Global IT Strategy and Communications, working with over 900 offices in 150 countries, designing and implementing numerous strategic initiatives including physical regional consolidations and logical consolidations within the application portfolio.

Prior to AON, Joe spent nine years with the Brunswick Corporation, starting as a Systems Analyst and rising to the position of Director of Corporate Information Services.

Caren Croland Yanis

Caren Croland Yanis, based in Chicago, helps high net worth families, businesses, and agencies develop philanthropic practices in line with their values. Focusing on governance, family engagement across generations, strategic planning and portfolio evaluation, she uses evidence-based tools to understand both internal and external philanthropic landscapes, and coaches philanthropic professionals to realize efficiency and potential.

Caren served as President of Crown Family Philanthropies for eight years as the first professional, non-family leader. While there, she managed organizational redesign and growth, engaged multiple generations of family members, planned and facilitated policy development, and guided strategic initiatives.

Caren built and managed Oprah Winfrey’s philanthropies, including Oprah’s Angel Network and the Oprah Winfrey Foundation. She was involved in development of numerous programs both on and off The Oprah Winfrey Show, including education and economic development initiatives in South Africa, building the Oprah Winfrey Boys and Girls Club in Kosciusko, Mississippi, and recovery and rebuilding efforts following Hurricane Katrina and the Indian Ocean Tsunami.

Caren is a board member of The Poetry Foundation and a founding director of Leading Edge, formed to build organizational strength in nonprofit agencies. She is a member of the Illinois Attorney General’s Charitable Advisory Council, an Accreditation Advisory Committee member at the Spertus Institute, and an advisor to the Lily School of Family Philanthropy at Indiana University.

Caren has a degree in Broadcast Journalism from Emerson College and a certificate in strategic leadership from Stanford’s Graduate School of Business. She enjoys coaching, mentoring, and working alongside people who believe they can make the world a better place.

Alida Zweidler-McKay

Alida Zweidler-McKay, based in Boston, has spent 20 years as an executive coach focusing on what it takes to create working relationships that get results. She enables leaders to authentically build high-performing teams and successfully lead their organizations through challenges and change. She also works with emerging leaders to develop their executive presence, as well as delegation and communication skills, so that they can confidently step into their new roles. Her work is based on an innovative systems approach to change that works at all levels—individual, team, and organization.

Some examples of Alida’s approach to systems change through coaching is when she supported two of the world’s largest megaprojects in the petrochemical industry: a $20-plus-billion project at Chevron, and another $20-billion project for a major chemical company. She also was instrumental in a global process alignment implementation for Shell.

In addition to being an executive coach, Alida is a strategy consultant, expert facilitator, and custom workshop designer, helping teams surface, explore, and resolve difficult issues. She is a certified trainer and a Certified Master Coder in SAVI® (the System for Verbal Interaction) Communications. She is also an experienced speaker, presenting at numerous conferences, such as the Boston Business Women’s Conference, the Houston Association for Talent Development Annual Conference, the American Group Psychotherapy Association, the Systems-Centered® Training Annual Conference, and the International Society for the Psychoanalytic Study of Organizations.

Alida earned her Bachelor of Arts from Swarthmore College and her Master of Business Administration in Finance and Organizational Change from the Wharton School at the University of Pennsylvania.

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