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Bios
| Bill Shepard, Executive Director |
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Phone | (408) 292-1593 office (408) 206-7953 cell |
| Email | bshepard@COOForum.org |
| Website | www.COOForum.org |
| Bill Shepard brings to the COO Forum a wealth of senior level expertise, knowledge, and successes in a wide variety of industries and business situations. He founded the COO Forum in 2004 expressly to enable COOs and Second-in-Comm... (Full Bio) |
| Laura Weikle, Director of Chapter Development |
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Phone | (408) 206-2994 |
| Email | lweikle@COOForum.org |
| Website | www.COOForum.org |
| Laura brings extensive organizational and administrative expertise to the COO Forum. She manages chapter development nationally, oversees member services, and works closely with Executive Director Bill Shepard to grow the COO Forum... (Full Bio) |
| Skyler Shepard, Chief Technology Officer |
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Phone | (917) 284-8022 |
| Email | sshepard@COOForum.org |
| Website | www.COOForum.org |
| Skyler brings 15+ years in technology, with an emphasis on media, to his role as CTO at COO Forum. His background is in technical management, strategy and digital media expertise, working on business, product, and technical teams.&... (Full Bio) |
| Jeanette Myers, Membership & eForum Coordinator |
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Phone | (770) 253-1799 |
| Email | jmyers@COOForum.org |
| Website | www.COOForum.org |
| Jeanette contributes to the COO Forum an accomplished career of administrative assistance and senior secretarial experience from a varied spectrum of industries. Her conscientious financial management and dependable coord... (Full Bio) |
Chapter Directors
WESTERN REGION
Arizona
| Phoenix, Jim Jones |
 | Phone |
(408) 390-6456 |
| Email |
Jim@TheExecutivePartners.Com |
| Website |
www.TheExecutivePartners.Com
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Jim has extensive C-level experience as COO and President of multi-divisional, international manufacturing companies in a number of disciplines. Significant Supply Chain, Outsourcing and NPI (New Product Introduction) experience with sta... (Full Bio)
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California
| Corona, Todd Nielsen |
 | Phone |
(847) 544-5836 |
| Email |
toddbn@gmail.com |
| Website |
www.dspi.com
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Todd Nielsen has served as Chief Executive Officer, President, and Chief Operations Officer of companies in the IT and Telecommunications industries, including businesses he has founded. He is a strong leader and business advisor a... (Full Bio)
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| Los Angeles, Randy Lewis |
 | Phone |
(818) 426-3134 |
| Email |
rlewis@thegslgroupllc.com |
| Website |
www.thegslgroupllc.com
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Founder of The GSL Group, LLC, Randy has more than 15 years consulting experience in valuation/appraisal, CFO services, financial, security and portfolio analysis, as well as corporate finance, business plan development, capital mar... (Full Bio)
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| Marin, Paul K. Herrerias |
 | Phone |
(415) 721-7001 office (415) 302-5300 cell |
| Email |
p.herrerias@stantonchase.com |
| Website |
www.stantonchase.com
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Paul Herrerias is Managing Director and Founder of the Northern California office of Stanton Chase, a global retained executive search firm. His team specializes in recruiting at the chief, vice president, and director levels, and also f... (Full Bio)
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| Monterey, San Carlos, San Francisco, Bill Shepard |
 | Phone |
(408) 292-1593 office (408) 206-7953 cell |
| Email |
bshepard@COOForum.org |
| Website |
www.COOForum.org
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Bill Shepard brings to the COO Forum a wealth of senior level expertise, knowledge, and successes in a wide variety of industries and business situations. He founded the COO Forum in 2004 expressly to enable COOs and Second-in-Command Ex... (Full Bio)
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| Orange County, Paul Wirth |
 | Phone |
(949) 933-7705 |
| Email |
pwirth@socal.rr.com |
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Paul Wirth has over 25 years of national experience in strategic planning, sales, operations and personnel development within the banking, mortgage, and homebuilding industries. Mr. Wirth established new platforms, turned around troubled... (Full Bio)
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| Pleasanton, John Pedersen |
 | Phone |
(510) 745-0500 |
| Email |
John.Pedersen@CalTrek.com |
| Website |
www.CalTrek.com
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John Pedersen is President / CEO of CalTrek, Inc., a California Corporation, providing project management and technical services to commercial and public construction sectors. Prior to his current position he was COO of Innovative Techno... (Full Bio)
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| Sacramento, Ardeth Sealy |
 | Phone |
(916) 871-4626 |
| Email |
asealy@pacbell.net |
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Ard Sealy is a strong executive leader with over 35 years of experience leading and managing manufacturing, software and distribution companies. His experience ranges from Fortune 100 companies to start-up privately held concerns. H... (Full Bio)
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| San Diego, Bob Jones |
 | Phone |
(858) 342-3765 |
| Email |
bobj@axiosadvisors.net |
| Website |
www.axiosadvisors.net
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Bob Jones brings over 30 years of senior-level human resources leadership experience in executive recruiting, employee relations, and organizational development.
He is a founding partner of Axios Advisors ((Full Bio)
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| San Jose, Dr. Juan Montermoso |
 | Phone |
(408) 390-6475 |
| Email |
jp.montermoso@comcast.net |
| Website |
www.montermoso.com
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As the President of Montermoso Associates, a marketing and training consultancy, Dr. Juan P. Montermoso enables high tech organizations to reach and retain the right customers by integrating channel management strategies with effective s... (Full Bio)
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Colorado
| Colorado Springs, John Erickson |
 | Phone |
(719) 495-3820 |
| Email |
jerickson@cooforum.org |
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John Erickson is founder and president of iStrat Systems, LLC. He is a seasoned leader, business advisor, technologist, and entrepreneur with a passion for strategic management, innovation, business development, techno... (Full Bio)
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Hawaii
| Honolulu, Charlene Lo Chan |
 | Phone |
(808) 275-3007 direct (808) 524-6441 main |
| Email |
charlene@brightlightmarketing.com |
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Charlene Chan oversees Bright Light Marketing’s strategic business development and is responsible for the implementation of its business plan. The 20-year-old firm provides customized services ranging from publicity, promotions, st... (Full Bio)
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Nevada
| Northern Nevada, Diana Hoffman |
 | Phone |
(775) 682-1777 |
| Email |
hoffman.diana@gmail.com |
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Diana Hoffman is principal and founder of Hoffman Management Consulting Enterprises. Previously, she was CMO/Senior Vice President of PortalSoft, Inc., a Silicon Valley software startup and she was CEO of CREATE Tech Village Corporation ... (Full Bio)
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New Mexico
| Albuquerque, Joe Swinger |
 | Phone |
(801) 865-7849 |
| Email |
joe@wishnm.org |
| Website |
joeswinger.com
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Joe is President of Joe Swinger Media and Author of Leave Your Nose Ring at Home - Get the Job You Want by Creating a Powerful First Impression. He is the leading authority on the process of InnerViewing or interviewing fr... (Full Bio)
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Oregon
| Portland, Michael Beck |
 | Phone |
(503) 928-7645 |
| Email |
mbeck@michaeljbeck.com |
| Website |
www.michaeljbeck.com
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Effective leadership elicits excellence. Michael Beck is a coach and strategist to executives who want to improve their leadership, business performance and productivity.
If your objectives are to reach better decisions faster, m... (Full Bio)
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Washington
| Seattle, Robert A. (Bob) King |
 | Phone |
(425) 985-2019 |
| Email |
bob.king@cooservices.com |
| Website |
www.COOServices.com
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Bob King is a strong executive leader with over 25 years of experience leading and managing manufacturing and distribution companies. The breadth of his experience ranges from Fortune 100 companies to $10M privately held concerns. <... (Full Bio)
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MIDWESTERN REGION
Illinois
Indiana
| Indianapolis, Joseph M. Krall |
 | Phone |
(765) 606-6702 |
| Email |
joseph@krallPS.com |
| Website |
www.krallPS.com
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Joseph has had decades of extensive and diverse executive and managerial experience in industry. His responsibilities have included manufacturing, human resources, engineering, quality, process improvement, six sigma and lean to me... (Full Bio)
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Kansas
| Kansas City, Daniel W. Carter |
 | Phone |
(913) 485-2533 Office (913) 422-4610 Fax |
| Email |
dcarter@cooforum.org |
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Daniel W. Carter is responsible for the consulting practice of Policy Solutions. Daniel has directed the management and technology consulting practice with a business-oriented, delivery-focused perspective that helps C-level leadership t... (Full Bio)
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Michigan
| Detroit, Craig Lamiman |
 | Phone |
(248) 721-1769 |
| Email |
clamiman@comcast.net |
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Craig L. Lamiman offers clients 25 years of global business experience with Consumer Products, Aerospace, Technology, Automotive Supply, Energy and entrepreneurial companies.
Mr. Lamiman has extensive business strategy & huma... (Full Bio)
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Nebraska
| Omaha, Joe Schmidt |
 | Phone |
(402) 351-2939 |
| Email |
joe.schmidt@mutualofomaha.com |
| Website |
www.mutualofomaha.com
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Joe Schmidt is a proven leader with experience in creating value and optimizing processes within an organization. Joe has broad experience in Government, Operations, Services, and Finance. His goal is to drive positive change within an o... (Full Bio)
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Ohio
| Cincinnati & Dayton, Paul Cashen |
 | Phone |
(513) 518-7400 |
| Email |
pcashen@thrive-training.com |
| Website |
www.focalpointcoaching.com
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Paul J. Cashen is President of Business Clarity Inc. d/b/a FocalPoint Coaching. Paul brings more than 30 years of professional management and leadership experience to the company, the majority of that experience invested in developing ne... (Full Bio)
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| Columbus, Rick Schuster |
 | Phone |
(614) 473-9604 |
| Email |
rschuster@allseasonsfinancial.com |
| Website |
www.allseasonsfinancial.com
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Rick has extensive C-Level experience in large $500 million, small $17 million, and micro $2 million dollar business ventures. He has started, grown, and sold multi-million dollar businesses and has led the acquisition and integrat... (Full Bio)
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EASTERN REGION
Connecticut
| Stamford, Jennifer McKeon |
 | Phone |
(203) 328-2715 Office (203) 461-4662 Cell |
| Email |
jennifer.mckeon@LHH.com |
| Website |
www.LHH.com
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Jennifer Tobola McKeon is a Vice President of Business Development with Lee Hecht Harrison, a global human capital consulting firm. She is a talent management executive with proven success in leading teams in corporate environments... (Full Bio)
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Massachusetts
| Boston, Gary J. Comeau |
 | Phone |
(781) 620-1006 office (781) 929-1148 cell |
| Email |
gjcomeau@necs-ma.com |
| Website |
www.necs-ma.com
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Gary Comeau, President and founder of New England Collaboration Solutions has over 20 years of industry and consulting experience. He specializes in organizational improvement and working with businesses to increase revenue and dec... (Full Bio)
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New Jersey
| Eddison, Clive Crooks |
 | Phone |
(732) 397-8722 Cell |
| Email |
ccrooks@cooforum.org |
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Clive Crooks is founder and president of LeadersInVision, a consultancy and advisory practice offering business, channel and operational development solutions to entrepreneurial start-ups and transformational organizations. As a st... (Full Bio)
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| Princeton, Sajid A. Khan |
 | Phone |
(609) 716-9020 |
| Email |
sajid@microagility.com |
| Website |
www.microagility.com
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As president of MicroAgility, Sajid is responsible for MicroAgility’s strategy and vision, major client relationships, and leading key engagements.
Sajid brings two decades of Management and consulting experience and has be... (Full Bio)
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New York
| New York, Joseph B. Quinn |
 | Phone |
(212) 455-8589 |
| Email |
joseph.quinn@lhh.com |
| Website |
www.lhh.com
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Joseph B. Quinn is a Senior Vice President with Lee Hecht Harrison (LHH), the global human capital consulting firm. In his role, he helps corporate clients strategically lead employees through the employee lifecycle. Mr. Quin... (Full Bio)
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Virginia
| McLean, Joe Gwozdz |
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Phone |
(703) 245-5760 |
| Email |
joe.gwozdz@gmail.com |
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Joe is the Chief Financial Officer of IPS Learning. He is a CPA and has an excellent track record of success in managing the financial operations of small, medium and large enterprises.
Prior to joining IPS Learning Joe spe... (Full Bio)
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SOUTHERN REGION
Florida
| Fort Lauderdale, L. Ashley Coke |
 | Phone |
(954) 439-5304 |
| Email |
lacoke@cooforum.org |
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L. Ashley Coke has been involved extensively in business and information technology for more than 25- years, working at all levels. He is currently involved in melding Social Media Technology/Marketing Strategies and Emergenetics i... (Full Bio)
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| Orlando, Ron Wilkiinson |
 | Phone |
(407) 489-0088 |
| Email |
Ronald.G.Wilkinson@gmail.com |
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Ron Wilkinson is the Principal and Founder of exCXOs, LLC, a central Florida-based company. exCXOs provides seasoned CFOs, COOs, CMOs and other CXOs to businesses that need the experience, skills-sets and creative thinking of six-f... (Full Bio)
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| Tampa Bay, Liz Corey |
 | Phone |
(813) 476-3586 |
| Email |
liz@gansgans.com |
| Website |
www.lizcorey.com
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Liz Corey is a dynamic leader with outstanding success driving performance, productivity and business results through organizational development, strategic business consulting, training and sales initiatives. She is a skilled business pa... (Full Bio)
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Georgia
| Savannah, Dan Holden |
 | Phone |
(843) 815-6007 or (732) 740-0729 |
| Email |
dholden@brillsec.com , jdanholden@gmail.com |
| Website |
www.brillsec.com
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Mr. Holden has over 40 years of experience in investment banking on Wall Street. Dan is presently a Managing Director & Principal of Porthaven Capital, an investment banking firm with offices in New York and Savannah, GA. The firm is... (Full Bio)
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North Carolina
| Charlotte, Dale Merritt |
 | Phone |
(650) 380-6264 |
| Email |
dalem@mdmclevel.com |
| Website |
mdmclevel.com
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Dale Merritt is a Partner with Merritt.Dicconson.Morris (MDM) specializing in Strategic Executive Management to small and medium sized enterprises anytime anywhere. MDM will place individuals or a full seasoned executive management team ... (Full Bio)
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Oklahoma
Tennessee
| Nashville, Rick Kloete |
 | Phone |
(615) 732-6246 |
| Email |
rick@kloetegroup.com |
| Website |
www.kloetegroup.com
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Rick Kloete’s philosophy is to approach life, executive recruiting, leadership consulting, and helping his clients, with creative thinking, determination, and a commitment to service. Focused on delivering results now, his 25... (Full Bio)
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Texas
| Austin, Venkata Vadlamani |
 | Phone |
(913) 871-1341 Office (573) 268-7227 Cell |
| Email |
venky@aepigroup.com |
| Website |
www.aepigroup.com
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Venkata S. Vadlamani, is the CEO and Founder of Applied Enterprise Practices International. Venkata is a growth strategist and advisor to technology centric businesses, leveraging several years of knowledge and experience in b... (Full Bio)
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| Dallas, Aaron Butler |
 | Phone |
(214) 542-0405 |
| Email |
aaron.butler@powerobjects.com |
| Website |
www.tectura.com
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Aaron is a result oriented IT executive and has spent the majority of his 15 year career focused on helping organizations utilize technology to help them become efficient and effective. His experience ranges from implementation, pr... (Full Bio)
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| Houston, Terry Stockham |
 | Phone |
(281) 221-2882 |
| Email |
terry@totalsynergysolutions.com |
| Website |
www.totalsynergysolutions.com
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Founder and Managing Partner with over 40 years of business experience, including over 20 years as an executive and coach helping businesses grow and prosper in emerging markets - some of the toughest places to do business on the planet.... (Full Bio)
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